 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 9.87% | 12.18% | $14.55亿 | 4,293.3万股 | $12.88亿 | 4,277.7万股 | +15.6万股+0.36% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 6.2% | 5.62% | $9.14亿 | 350.6万股 | $5.95亿 | 339.1万股 | +11.5万股+3.39% | 加仓 |
| S道富XLI |
| 5.32% | 4.31% | $7.84亿 | 423.4万股 | $4.56亿 | 282.0万股 | +141.4万股+50.13% | 加仓 |
| IiShares安硕信托IXN |
| 3.93% | 3.78% | $5.79亿 | 400.5万股 | $4.00亿 | 400.5万股 | 00.00% | 持仓不变 |
 台积电TSM |
| 3.75% | 0.17% | $5.53亿 | 115.8万股 | $1,832.6万 | 5.4万股 | +110.3万股+2,028.32% | 加仓 |
| I景顺交易所交易基金信托RSP |
| 3.33% | 3.76% | $4.91亿 | 230.6万股 | $3.97亿 | 207.1万股 | +23.5万股+11.35% | 加仓 |
 英伟达NVDA |
| 3.13% | 3.25% | $4.61亿 | 230.6万股 | $3.44亿 | 197.5万股 | +33.1万股+16.75% | 加仓 |
 亚马逊AMZN |
| 2.37% | 4.02% | $3.49亿 | 146.4万股 | $4.26亿 | 204.3万股 | -57.9万股-28.34% | 减仓 |
| NNOVANVMI |
| 2.27% | 2.37% | $3.35亿 | 61.8万股 | $2.50亿 | 57.7万股 | +4.1万股+7.04% | 加仓 |
| V先锋领航斯科茨代尔基金VONV |
| 2.19% | 2.09% | $3.23亿 | 303.9万股 | $2.21亿 | 236.2万股 | +67.7万股+28.66% | 加仓 |
| IiShares安硕信托ITA |
| 2.1% | 0.01% | $3.10亿 | 127.9万股 | $126.7万 | 5,793股 | +127.3万股+21,978.25% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 2.07% | 2.99% | $3.05亿 | 86.2万股 | $3.16亿 | 110.3万股 | -24.1万股-21.85% | 减仓 |
| EElbit Systems LtdESLT |
| 2.01% | 2.02% | $2.97亿 | 39.0万股 | $2.13亿 | 25.1万股 | +13.9万股+55.46% | 加仓 |
 微软MSFT |
| 2.01% | 2.62% | $2.96亿 | 79.5万股 | $2.77亿 | 74.9万股 | +4.5万股+6.04% | 加仓 |
| IiShares安硕信托IXJ |
| 1.79% | 3.3% | $2.64亿 | 268.4万股 | $3.49亿 | 373.4万股 | -105.0万股-28.12% | 减仓 |
 PALO ALTOPANW |
| 1.74% | 0.35% | $2.56亿 | 75.1万股 | $3,699.1万 | 23.1万股 | +52.0万股+225.37% | 加仓 |
 博通AVGO |
| 1.66% | 1.12% | $2.44亿 | 64.6万股 | $1.18亿 | 38.2万股 | +26.4万股+68.96% | 加仓 |
| IiShares安硕·MSCI ACWI ETFTOK |
| 1.61% | 1.83% | $2.37亿 | 151.2万股 | $1.93亿 | 139.7万股 | +11.5万股+8.23% | 加仓 |
 苹果AAPL |
| 1.37% | 1.86% | $2.01亿 | 69.5万股 | $1.97亿 | 77.7万股 | -8.2万股-10.59% | 减仓 |
 CloudflareNET |
| 1.34% | 0.63% | $1.98亿 | 80.8万股 | $6,640.4万 | 32.2万股 | +48.6万股+150.94% | 加仓 |
 艾默生电气EMR |
| 1.33% | 1.64% | $1.96亿 | 136.8万股 | $1.73亿 | 132.2万股 | +4.6万股+3.51% | 加仓 |
 EXPAND ENERGYEXE |
| 1.29% | 1.86% | $1.90亿 | 208.0万股 | $1.97亿 | 179.0万股 | +29.0万股+16.19% | 加仓 |
| SSPDR行业精选信托XLK |
| 1.28% | 1.17% | $1.88亿 | 98.8万股 | $1.24亿 | 93.5万股 | +5.3万股+5.68% | 加仓 |
| GGLOBAL E ONLINEGLBE |
| 1.27% | 0.07% | $1.87亿 | 537.2万股 | $716.6万 | 23.2万股 | +514.0万股+2,212.82% | 加仓 |
| IiShares安硕EWZ |
| 1.17% | 1.17% | $1.72亿 | 499.2万股 | $1.24亿 | 323.7万股 | +175.5万股+54.22% | 加仓 |
| S道富·EET HEALTH CARE SELECT SECTOR SPDR ETFXLV |
| 1.08% | 2.12% | $1.59亿 | 100.5万股 | $2.24亿 | 153.0万股 | -52.5万股-34.31% | 减仓 |
| CCORGI ETF TR IEUV |
| 1.04% | — | $1.53亿 | 478.2万股 | $0 | 0股 | +478.2万股 | 新买入 |
| IiShares安硕信托IYF |
| 1.04% | 1.33% | $1.53亿 | 119.7万股 | $1.41亿 | 119.7万股 | 00.00% | 持仓不变 |
| OONTO INNOVATIONONTO |
| 1.03% | — | $1.52亿 | 40.2万股 | $0 | 0股 | +40.2万股 | 新买入 |
| IiShares U.S. Oil Equipment & Services ETFIEZ |
| 0.91% | — | $1.34亿 | 499.1万股 | $0 | 0股 | +499.1万股 | 新买入 |
| SSPDR行业精选信托XLU |
| 0.9% | 0.3% | $1.33亿 | 293.1万股 | $3,150.9万 | 68.7万股 | +224.4万股+326.80% | 加仓 |
 VistraVST |
| 0.84% | 0.01% | $1.24亿 | 78.4万股 | $154.2万 | 1.0万股 | +77.4万股+7,545.39% | 加仓 |
 应用材料AMAT |
| 0.84% | 0.55% | $1.24亿 | 17.2万股 | $5,867.7万 | 17.2万股 | -98股-0.06% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.84% | 0.57% | $1.23亿 | 16.5万股 | $6,013.4万 | 9.2万股 | +7.3万股+78.74% | 加仓 |
| IISHARES EXPANDED TECH-SOFTWARE (US)IGV |
| 0.81% | 0.98% | $1.19亿 | 131.4万股 | $1.04亿 | 129.5万股 | +1.9万股+1.46% | 加仓 |
 礼来LLY |
| 0.79% | 0.88% | $1.16亿 | 9.7万股 | $9,333.2万 | 10.1万股 | -4,457股-4.39% | 减仓 |
 谷歌AGOOGL |
| 0.74% | 0.69% | $1.10亿 | 30.7万股 | $7,300.6万 | 24.4万股 | +6.3万股+25.76% | 加仓 |
| GGLOBALFOUNDRIES INC ORDINARY SHARESGFS |
| 0.74% | 0.46% | $1.08亿 | 131.3万股 | $4,914.0万 | 110.5万股 | +20.8万股+18.86% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.74% | 0.74% | $1.08亿 | 131.1万股 | $7,854.0万 | 98.7万股 | +32.5万股+32.90% | 加仓 |
| RROUNDHILL MAGNIFICENT SEVEN ETFMAGS |
| 0.71% | — | $1.05亿 | 162.7万股 | $0 | 0股 | +162.7万股 | 新买入 |
| EENLIGHT RENEWABLE ENERGY LTD SHSENLT |
| 0.69% | 0.81% | $1.01亿 | 113.9万股 | $8,536.2万 | 125.1万股 | -11.2万股-8.95% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.63% | — | $9,285.0万 | 166.2万股 | $0 | 0股 | +166.2万股 | 新买入 |
| SSPDR行业精选信托XLF |
| 0.62% | 1.07% | $9,129.0万 | 170.3万股 | $1.14亿 | 230.2万股 | -59.9万股-26.04% | 减仓 |
| CCELLEBRITE DICLBT |
| 0.61% | 0.54% | $9,024.0万 | 618.1万股 | $5,761.6万 | 418.1万股 | +200.0万股+47.83% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.57% | 0.92% | $8,376.6万 | 196.3万股 | $9,728.5万 | 155.0万股 | +41.2万股+26.60% | 加仓 |
| SSPDR行业精选信托XLE |
| 0.54% | 0.89% | $8,015.3万 | 150.9万股 | $9,376.8万 | 153.1万股 | -2.1万股-1.40% | 减仓 |
 ICL GROUP LTD SHSICL |
| 0.53% | 0.75% | $7,761.1万 | 1,558.3万股 | $7,934.6万 | 1,531.8万股 | +26.5万股+1.73% | 加仓 |
| SSPDR行业精选信托XLY |
| 0.5% | 0.72% | $7,297.5万 | 68.1万股 | $7,599.6万 | 68.5万股 | -4,170股-0.61% | 减仓 |
| SSPROTT FDS TRURNM |
| 0.45% | — | $6,573.8万 | 125.0万股 | $0 | 0股 | +125.0万股 | 新买入 |
| IiShares安硕信托MCHI |
| 0.44% | 1.5% | $6,539.0万 | 128.2万股 | $1.58亿 | 281.9万股 | -153.7万股-54.54% | 减仓 |
