 ZIM INTEGRATED SHIPPING SERVZIM |
| 16.31% | 17.94% | $8,602.8万 | 330.9万股 | $8,613.2万 | 326.9万股 | +4.0万股+1.22% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 6.51% | 5.44% | $3,433.5万 | 98.9万股 | $2,612.5万 | 84.7万股 | +14.2万股+16.74% | 加仓 |
| SSPDR行业精选信托XLF |
| 6.47% | 7.87% | $3,411.6万 | 63.6万股 | $3,780.6万 | 76.6万股 | -12.9万股-16.90% | 减仓 |
 谷歌AGOOGL |
| 5.13% | 4.53% | $2,705.4万 | 7.6万股 | $2,177.1万 | 7.6万股 | -4股-0.01% | 减仓 |
| SSPDR标普500 ETFSPY |
| 4.34% | 4.15% | $2,289.3万 | 3.1万股 | $1,993.7万 | 3.1万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 4.22% | 3.77% | $2,224.3万 | 3.9万股 | $1,807.9万 | 3.2万股 | +7,887股+24.96% | 加仓 |
 亚马逊AMZN |
| 3.6% | 3.45% | $1,896.6万 | 8.0万股 | $1,657.3万 | 8.0万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 3.42% | 3.36% | $1,805.8万 | 4.8万股 | $1,612.6万 | 4.4万股 | +4,848股+11.13% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 3.14% | 2.78% | $1,654.2万 | 10.5万股 | $1,335.2万 | 10.5万股 | 00.00% | 持仓不变 |
 美光科技MU |
| 2.62% | 1.08% | $1,380.5万 | 1.2万股 | $516.4万 | 1.5万股 | -3,325股-21.75% | 减仓 |
| I景顺交易所交易基金信托RSP |
| 2.27% | 2.25% | $1,195.6万 | 5.6万股 | $1,078.4万 | 5.6万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 2.26% | 2.23% | $1,194.5万 | 35.3万股 | $1,068.4万 | 35.5万股 | -2,125股-0.60% | 减仓 |
 ORMAT TECHNOLOGIESORA |
| 2.19% | 2.47% | $1,156.2万 | 10.6万股 | $1,188.3万 | 10.6万股 | 00.00% | 持仓不变 |
 MEDIWOUND LTD SHS NEWMDWD |
| 2.11% | 2.56% | $1,114.5万 | 75.8万股 | $1,228.9万 | 76.3万股 | -4,648股-0.61% | 减仓 |
| GGILAT SATELLITE NETWORKSGILT |
| 1.63% | 2.02% | $859.2万 | 64.6万股 | $969.6万 | 64.6万股 | 00.00% | 持仓不变 |
| NNOVANVMI |
| 1.59% | 1.4% | $838.4万 | 1.5万股 | $670.6万 | 1.5万股 | 00.00% | 持仓不变 |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 1.58% | 1.74% | $833.1万 | 9.4万股 | $834.7万 | 12.2万股 | -2.9万股-23.47% | 减仓 |
| IiShares安硕信托IVV |
| 1.52% | 1.43% | $802.9万 | 1.1万股 | $685.0万 | 1.0万股 | +235股+2.24% | 加仓 |
| S嘉信策略信托SCHD |
| 1.51% | 1.61% | $797.6万 | 25.2万股 | $771.7万 | 25.2万股 | 00.00% | 持仓不变 |
| EElbit Systems LtdESLT |
| 1.48% | 1.82% | $780.0万 | 1.0万股 | $872.9万 | 1.0万股 | 00.00% | 持仓不变 |
 迈威尔MRVL |
| 1.4% | 0.51% | $739.5万 | 2.5万股 | $245.9万 | 2.5万股 | 00.00% | 持仓不变 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 1.38% | 1.94% | $728.9万 | 9.2万股 | $930.3万 | 12.8万股 | -3.6万股-28.25% | 减仓 |
 阿里巴巴BABA |
| 1.26% | 1.81% | $665.3万 | 6.9万股 | $869.7万 | 6.9万股 | 00.00% | 持仓不变 |
 Arista网络ANET |
| 1.25% | 0.99% | $658.0万 | 3.9万股 | $475.6万 | 3.9万股 | -4股-0.01% | 减仓 |
 CAMTEKCAMT |
| 1.1% | 1.12% | $580.3万 | 3.6万股 | $539.4万 | 3.6万股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 1.1% | 0.84% | $580.3万 | 3.0万股 | $404.8万 | 3.0万股 | 00.00% | 持仓不变 |
| RRADCOMRDCM |
| 1.08% | 1.02% | $570.5万 | 40.5万股 | $492.0万 | 40.5万股 | 00.00% | 持仓不变 |
 INMODEINMD |
| 1.03% | 1.1% | $545.7万 | 37.3万股 | $529.4万 | 38.7万股 | -1.4万股-3.55% | 减仓 |
 辉瑞PFE |
| 0.98% | 1.26% | $517.7万 | 21.5万股 | $603.7万 | 21.5万股 | 00.00% | 持仓不变 |
 EAST WEST BANCORPEWBC |
| 0.94% | 0.72% | $497.2万 | 3.3万股 | $345.8万 | 3.3万股 | 00.00% | 持仓不变 |
 GSK SPONSORED ADRGSK |
| 0.88% | 1.02% | $463.9万 | 8.9万股 | $488.4万 | 8.9万股 | 00.00% | 持仓不变 |
| TTABOOLA.COMTBLA |
| 0.73% | 0.5% | $384.4万 | 76.9万股 | $238.3万 | 76.9万股 | 00.00% | 持仓不变 |
| SSPDR道富系列信托XAR |
| 0.67% | 0.66% | $354.7万 | 1.3万股 | $317.5万 | 1.3万股 | 00.00% | 持仓不变 |
| EELLOMAY CAPITAL LIMITEDELLO |
| 0.67% | 0.98% | $351.7万 | 19.0万股 | $470.6万 | 19.4万股 | -3,478股-1.80% | 减仓 |
| V先锋领航指数基金VOO |
| 0.59% | 0.51% | $312.1万 | 4,238股 | $244.6万 | 4,238股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 0.57% | 0.66% | $301.2万 | 1.5万股 | $315.1万 | 1.8万股 | -3,012股-16.67% | 减仓 |
 ICL GROUP LTD SHSICL |
| 0.51% | 0.58% | $267.1万 | 53.6万股 | $278.4万 | 53.7万股 | -1,047股-0.19% | 减仓 |
 英特尔INTC |
| 0.49% | 0.17% | $260.4万 | 1.9万股 | $82.3万 | 1.9万股 | 00.00% | 持仓不变 |
 Nice Ltd ADRNICE |
| 0.47% | 0.61% | $246.2万 | 2.7万股 | $291.0万 | 2.6万股 | +700股+2.65% | 加仓 |
| EELTEK LTDELTK |
| 0.46% | 0.42% | $240.0万 | 25.3万股 | $202.4万 | 25.3万股 | 00.00% | 持仓不变 |
| V先锋领航斯科茨代尔基金VTWO |
| 0.43% | 0.39% | $228.9万 | 1.9万股 | $188.8万 | 1.9万股 | 00.00% | 持仓不变 |
 ZoomZM |
| 0.42% | 0.43% | $223.5万 | 2.6万股 | $208.2万 | 2.6万股 | 00.00% | 持仓不变 |
 伯克希尔哈撒韦BRK.B |
| 0.42% | 0.44% | $222.7万 | 4,450股 | $213.2万 | 4,450股 | 00.00% | 持仓不变 |
| SSILICOMSILC |
| 0.4% | 0.32% | $213.5万 | 4.5万股 | $155.6万 | 7.4万股 | -2.9万股-39.62% | 减仓 |
 ALLOT LTD COM ILS0.10ALLT |
| 0.38% | 0.31% | $200.0万 | 22.6万股 | $150.5万 | 22.6万股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VUG |
| 0.38% | 0.35% | $198.2万 | 2.3万股 | $167.5万 | 3,835股 | +1.9万股+500.00% | 加仓 |
| S嘉信·U.S. LARGE-CAP GROWTH ETFSCHG |
| 0.37% | 0.35% | $193.3万 | 5.7万股 | $166.4万 | 5.7万股 | 00.00% | 持仓不变 |
| PPERRIGOPRGO |
| 0.33% | 0.38% | $176.6万 | 17.0万股 | $182.6万 | 17.0万股 | 00.00% | 持仓不变 |
| QQXOQXO |
| 0.33% | — | $172.8万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 0.32% | 0.38% | $167.0万 | 1.3万股 | $181.6万 | 1.3万股 | -6股-0.05% | 减仓 |
