| AAlphabet Inc Class CGOOG |
| 8.99% | 8.98% | $3.73亿 | 105.5万股 | $4.18亿 | 145.8万股 | -40.3万股-27.61% | 减仓 |
 林德LIN |
| 7.18% | 7.04% | $2.98亿 | 57.4万股 | $3.28亿 | 66.2万股 | -8.8万股-13.26% | 减仓 |
 VisaV |
| 6.61% | 6.36% | $2.74亿 | 79.9万股 | $2.96亿 | 98.1万股 | -18.1万股-18.48% | 减仓 |
 台积电TSM |
| 6.43% | 4.94% | $2.67亿 | 55.8万股 | $2.30亿 | 68.1万股 | -12.3万股-18.09% | 减仓 |
 亚马逊AMZN |
| 6.06% | 5.85% | $2.51亿 | 105.4万股 | $2.72亿 | 130.8万股 | -25.4万股-19.42% | 减仓 |
 微软MSFT |
| 5.78% | 6.32% | $2.40亿 | 64.2万股 | $2.94亿 | 79.5万股 | -15.2万股-19.18% | 减仓 |
| N新纪元能源NEE |
| 5.39% | 4.79% | $2.24亿 | 254.6万股 | $2.23亿 | 240.1万股 | +14.5万股+6.05% | 加仓 |
 REPUBLIC SVCSRSG |
| 5.35% | 4.29% | $2.22亿 | 104.2万股 | $2.00亿 | 91.3万股 | +12.8万股+14.07% | 加仓 |
 派克汉尼汾PH |
| 5.33% | 5.46% | $2.21亿 | 22.6万股 | $2.54亿 | 28.4万股 | -5.8万股-20.44% | 减仓 |
| HHDFC BANKHDB |
| 4.44% | 3.92% | $1.84亿 | 712.7万股 | $1.82亿 | 733.3万股 | -20.6万股-2.81% | 减仓 |
 博通AVGO |
| 3.87% | — | $1.60亿 | 42.5万股 | $0 | 0股 | +42.5万股 | 新买入 |
 标普全球SPGI |
| 3% | 3.44% | $1.24亿 | 30.5万股 | $1.60亿 | 37.7万股 | -7.2万股-19.12% | 减仓 |
 PROGRESSIVEPGR |
| 2.91% | 2.93% | $1.21亿 | 55.2万股 | $1.36亿 | 68.8万股 | -13.5万股-19.68% | 减仓 |
 AON SHS CL AAON |
| 2.57% | 2.77% | $1.06亿 | 32.1万股 | $1.29亿 | 39.9万股 | -7.8万股-19.63% | 减仓 |
 MERCADOLIBRE COMMELI |
| 2.11% | 1.97% | $8,746.8万 | 5.2万股 | $9,159.3万 | 5.3万股 | -1,443股-2.72% | 减仓 |
 NubankNU |
| 1.6% | 0.12% | $6,644.5万 | 497.3万股 | $554.7万 | 38.6万股 | +458.7万股+1,188.38% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 1.33% | 1.06% | $5,519.2万 | 190.1万股 | $4,922.0万 | 190.0万股 | +825股+0.04% | 加仓 |
 爱德华生命科学EW |
| 1% | 0.79% | $4,167.1万 | 46.1万股 | $3,693.0万 | 46.1万股 | -510股-0.11% | 减仓 |
 德康医疗DXCM |
| 0.79% | 0.65% | $3,259.7万 | 48.4万股 | $3,039.5万 | 48.4万股 | 00.00% | 持仓不变 |
 NateraNTRA |
| 0.77% | 0.59% | $3,203.1万 | 11.8万股 | $2,759.9万 | 13.8万股 | -2.0万股-14.49% | 减仓 |
 直觉外科ISRG |
| 0.75% | 0.77% | $3,114.3万 | 7.8万股 | $3,610.1万 | 7.8万股 | 00.00% | 持仓不变 |
 Ionis制药IONS |
| 0.7% | 0.59% | $2,902.0万 | 36.6万股 | $2,748.3万 | 36.6万股 | 00.00% | 持仓不变 |
| GGLAUKOS COMGKOS |
| 0.7% | 0.48% | $2,896.0万 | 20.7万股 | $2,230.8万 | 20.7万股 | 00.00% | 持仓不变 |
| T赛默飞世尔TMO |
| 0.68% | 6.24% | $2,831.5万 | 5.6万股 | $2.91亿 | 59.2万股 | -53.5万股-90.45% | 减仓 |
 InsmedINSM |
| 0.67% | 0.57% | $2,784.0万 | 26.1万股 | $2,634.5万 | 16.1万股 | +10.0万股+62.07% | 加仓 |
 ROYALTY PHARMARPRX |
| 0.64% | 0.68% | $2,645.8万 | 47.2万股 | $3,174.5万 | 66.2万股 | -19.0万股-28.69% | 减仓 |
 Elevance健康ELV |
| 0.61% | 0.41% | $2,513.7万 | 6.5万股 | $1,902.9万 | 6.5万股 | 00.00% | 持仓不变 |
 TRIP COMTCOM |
| 0.59% | 0.64% | $2,444.7万 | 61.4万股 | $2,993.2万 | 60.1万股 | +1.2万股+2.07% | 加仓 |
 福泰制药VRTX |
| 0.55% | 0.44% | $2,287.8万 | 4.6万股 | $2,056.6万 | 4.6万股 | 00.00% | 持仓不变 |
 PENUMBRAPEN |
| 0.55% | 0.51% | $2,273.4万 | 7.2万股 | $2,364.3万 | 7.2万股 | 00.00% | 持仓不变 |
 KRYSTAL BIOTECHKRYS |
| 0.52% | 0.38% | $2,148.6万 | 5.8万股 | $1,751.6万 | 6.8万股 | -1.0万股-14.75% | 减仓 |
 NeurocrineNBIX |
| 0.51% | 0.35% | $2,106.7万 | 12.5万股 | $1,646.8万 | 12.5万股 | 00.00% | 持仓不变 |
 SERVICE INTLSCI |
| 0.48% | 0.41% | $2,006.5万 | 26.4万股 | $1,893.0万 | 22.9万股 | +3.5万股+15.14% | 加仓 |
 美敦力MDT |
| 0.48% | 0.47% | $1,994.9万 | 25.5万股 | $2,209.6万 | 25.5万股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 0.46% | 0.34% | $1,902.8万 | 19.9万股 | $1,603.3万 | 19.4万股 | +4,953股+2.56% | 加仓 |
 新思科技SNPS |
| 0.4% | 0.32% | $1,661.6万 | 3.7万股 | $1,481.4万 | 3.7万股 | -115股-0.31% | 减仓 |
 Meta平台META |
| 0.38% | 0.39% | $1,593.2万 | 2.8万股 | $1,833.4万 | 3.2万股 | -3,762股-11.74% | 减仓 |
| PPRIVIA HEALTHPRVA |
| 0.38% | 0.27% | $1,569.5万 | 61.0万股 | $1,254.8万 | 61.0万股 | 00.00% | 持仓不变 |
 BioMarin制药BMRN |
| 0.37% | 0.32% | $1,532.6万 | 26.8万股 | $1,513.1万 | 26.8万股 | 00.00% | 持仓不变 |
 InsuletPODD |
| 0.37% | 0.45% | $1,521.1万 | 10.0万股 | $2,096.5万 | 10.0万股 | 00.00% | 持仓不变 |
| NNOVOCURENVCR |
| 0.36% | 0.23% | $1,472.3万 | 97.2万股 | $1,059.2万 | 97.2万股 | 00.00% | 持仓不变 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.34% | 0.31% | $1,407.1万 | 8.3万股 | $1,430.2万 | 8.3万股 | 00.00% | 持仓不变 |
 沃特世WAT |
| 0.33% | 0.23% | $1,362.2万 | 3.6万股 | $1,085.2万 | 3.6万股 | -121股-0.33% | 减仓 |
 明晟MSCI |
| 0.33% | 0.28% | $1,351.5万 | 2.4万股 | $1,304.8万 | 2.4万股 | -76股-0.31% | 减仓 |
 ALKERMESALKS |
| 0.32% | 0.19% | $1,309.9万 | 25.0万股 | $884.0万 | 25.0万股 | 00.00% | 持仓不变 |
 CLEAN HARBORSCLH |
| 0.31% | 0.31% | $1,266.6万 | 4.2万股 | $1,430.0万 | 5.0万股 | -7,474股-14.99% | 减仓 |
 FERGUSON ENTERPRISESFERG |
| 0.3% | 0.26% | $1,247.6万 | 5.3万股 | $1,230.2万 | 5.3万股 | -170股-0.32% | 减仓 |
 HESAIHSAI |
| 0.3% | 0.28% | $1,238.2万 | 68.0万股 | $1,281.4万 | 67.0万股 | +9,385股+1.40% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.29% | 0.24% | $1,195.0万 | 28.0万股 | $1,129.5万 | 18.0万股 | +10.0万股+55.56% | 加仓 |
 瑞思迈RMD |
| 0.28% | 0.27% | $1,169.0万 | 6.0万股 | $1,255.7万 | 5.6万股 | +4,048股+7.24% | 加仓 |
