 XPXP |
| 23.55% | 21.35% | $1,069.6万 | 65.8万股 | $494.2万 | 26.0万股 | +39.8万股+153.36% | 加仓 |
| SSPDR标普500 ETFSPY |
| 16.92% | — | $768.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| SSOFTBANK GRP CORP FSPONSORED ADR 1 ADR REPS 0.5 ORD SHSSFTBY |
| 9.36% | — | $425.0万 | 22.6万股 | $0 | 0股 | +22.6万股 | 新买入 |
 VEON LTD SPONSORED ADSVEON |
| 7.67% | — | $348.5万 | 6.7万股 | $0 | 0股 | +6.7万股 | 新买入 |
| PProsus NV - ADRPROSY |
| 6.56% | — | $297.9万 | 34.2万股 | $0 | 0股 | +34.2万股 | 新买入 |
| AATAIBECKLEYATAI |
| 5.8% | — | $263.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 4.83% | — | $219.6万 | 2.2万股 | $0 | 0股 | +2.2万股 | 新买入 |
| CCk Hutchison Holdings Limited Unsp Adr Each Repr 1 OrdCKHUY |
| 3.35% | — | $152.2万 | 17.9万股 | $0 | 0股 | +17.9万股 | 新买入 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 3.02% | — | $137.1万 | 16.8万股 | $0 | 0股 | +16.8万股 | 新买入 |
 礼来LLY |
| 2.9% | 4.89% | $131.7万 | 1,098股 | $113.2万 | 1,231股 | -133股-10.80% | 减仓 |
 艾伯维ABBV |
| 1.59% | 2.89% | $72.2万 | 2,871股 | $66.8万 | 3,071股 | -200股-6.51% | 减仓 |
 因赛特INCY |
| 1.4% | 2.28% | $63.7万 | 5,620股 | $52.9万 | 5,620股 | 00.00% | 持仓不变 |
 强生JNJ |
| 1.32% | 2.25% | $60.1万 | 2,368股 | $52.1万 | 2,132股 | +236股+11.07% | 加仓 |
 联合健康UNH |
| 1.14% | — | $51.7万 | 1,243股 | $0 | 0股 | +1,243股 | 新买入 |
| BBEONE MEDICINESONC |
| 1.07% | 2.19% | $48.8万 | 1,711股 | $50.8万 | 1,711股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.95% | — | $43.3万 | 3,372股 | $0 | 0股 | +3,372股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.88% | — | $40.1万 | 5,348股 | $0 | 0股 | +5,348股 | 新买入 |
 英伟达NVDA |
| 0.82% | 1.14% | $37.4万 | 3,000股 | $26.5万 | 1,519股 | +1,481股+97.50% | 加仓 |
 福泰制药VRTX |
| 0.79% | 1.04% | $36.0万 | 725股 | $24.0万 | 537股 | +188股+35.01% | 加仓 |
 百时美施贵宝BMY |
| 0.78% | 1.61% | $35.5万 | 6,154股 | $37.4万 | 6,161股 | -7股-0.11% | 减仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 0.73% | — | $33.3万 | 1,778股 | $0 | 0股 | +1,778股 | 新买入 |
| GGILEAD SCIENCES COMGILD |
| 0.59% | 1.4% | $27.0万 | 2,138股 | $32.5万 | 2,331股 | -193股-8.28% | 减仓 |
| T赛默飞世尔TMO |
| 0.59% | 1.49% | $26.8万 | 534股 | $34.6万 | 704股 | -170股-24.15% | 减仓 |
 雅培ABT |
| 0.57% | 1.37% | $26.1万 | 2,874股 | $31.8万 | 3,094股 | -220股-7.11% | 减仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.51% | 0.98% | $23.2万 | 433股 | $22.7万 | 433股 | 00.00% | 持仓不变 |
 直觉外科ISRG |
| 0.5% | 1.49% | $22.5万 | 566股 | $34.6万 | 750股 | -184股-24.53% | 减仓 |
 史赛克SYK |
| 0.48% | — | $21.8万 | 691股 | $0 | 0股 | +691股 | 新买入 |
| AACADIA PHARMACEUTICALS INC COMACAD |
| 0.45% | — | $20.5万 | 8,110股 | $0 | 0股 | +8,110股 | 新买入 |
 雅保ALB |
| 0.3% | — | $13.4万 | 920股 | $0 | 0股 | +920股 | 新买入 |
| PPONY AI INC SPONSORED ADSPONY |
| 0.28% | — | $12.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| B百度BIDU |
| 0.25% | — | $11.4万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| OOI SA |
| 0.03% | 0.06% | $1.3万 | 5.0万股 | $1.3万 | 5.0万股 | 00.00% | 持仓不变 |
