 英伟达NVDA |
| 14.79% | 11.75% | $1,356.6万 | 6.8万股 | $1,034.1万 | 5.9万股 | +8,505股+14.34% | 加仓 |
 台积电TSM |
| 11.72% | 8.17% | $1,075.2万 | 2.3万股 | $719.4万 | 2.1万股 | +1,226股+5.76% | 加仓 |
 阿斯麦ASML |
| 9.35% | — | $857.6万 | 4,311股 | $0 | 0股 | +4,311股 | 新买入 |
 Meta平台META |
| 8.77% | 9.33% | $804.5万 | 1.4万股 | $821.7万 | 1.4万股 | -80股-0.56% | 减仓 |
 亚马逊AMZN |
| 8.47% | 5.22% | $777.2万 | 3.3万股 | $459.7万 | 2.2万股 | +1.1万股+47.73% | 加仓 |
 CAESARS ENTERTAINMENT NECZR |
| 8.26% | 31.03% | $758.1万 | 25.1万股 | $2,731.4万 | 103.3万股 | -78.2万股-75.69% | 减仓 |
 英特尔INTC |
| 7.1% | 1.98% | $651.6万 | 4.7万股 | $173.9万 | 3.9万股 | +7,266股+18.44% | 加仓 |
 博通AVGO |
| 6.84% | — | $627.9万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 第一资本COF |
| 4.17% | 12.72% | $382.4万 | 1.9万股 | $1,120.2万 | 6.1万股 | -4.2万股-68.96% | 减仓 |
 IESIESC |
| 3.36% | — | $308.6万 | 4,200股 | $0 | 0股 | +4,200股 | 新买入 |
 BlockXYZ |
| 2.87% | — | $262.9万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
 礼来LLY |
| 2.57% | 3.05% | $235.8万 | 1,966股 | $268.5万 | 2,919股 | -953股-32.65% | 减仓 |
 AMD超威AMD |
| 2.29% | 2.14% | $209.8万 | 3,611股 | $188.0万 | 9,240股 | -5,629股-60.92% | 减仓 |
 VISTA ENERGY S.A.B. DE C.VVIST |
| 1.79% | — | $164.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
 YPF SOCIEDAD ANONIMA SPON ADR CL DYPF |
| 1.67% | — | $153.5万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
| BBANCO MACROBMA |
| 1.53% | — | $140.0万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| GGRUPO FINANCIERO GALICIA S.AGGAL |
| 1.47% | — | $134.8万 | 2.7万股 | $0 | 0股 | +2.7万股 | 新买入 |
 阿里巴巴BABA |
| 1.24% | 1.69% | $113.8万 | 1.2万股 | $148.8万 | 1.2万股 | 00.00% | 持仓不变 |
| SSTUBHUBSTUB |
| 0.96% | — | $88.5万 | 6.9万股 | $0 | 0股 | +6.9万股 | 新买入 |
| BBANCO BBVA ARGENTINABBAR |
| 0.77% | — | $71.0万 | 3.6万股 | $0 | 0股 | +3.6万股 | 新买入 |
