 Meta平台META |
| 22.16% | 21.1% | $873.8万 | 1.9万股 | $846.1万 | 2.4万股 | -5,092股-21.30% | 减仓 |
 谷歌AGOOGL |
| 12.79% | 12.68% | $504.6万 | 3.5万股 | $508.2万 | 3.6万股 | -1,773股-4.87% | 减仓 |
 阿里巴巴BABA |
| 8.98% | 10.26% | $354.0万 | 5.1万股 | $411.3万 | 5.3万股 | -1,703股-3.21% | 减仓 |
 亚马逊AMZN |
| 8.1% | 7.28% | $319.4万 | 1.8万股 | $292.0万 | 1.9万股 | -932股-4.85% | 减仓 |
 苹果AAPL |
| 7.57% | 9.08% | $298.6万 | 1.8万股 | $364.0万 | 1.9万股 | -858股-4.54% | 减仓 |
 MERCADOLIBRE COMMELI |
| 7.54% | 8.37% | $297.4万 | 2,036股 | $335.7万 | 2,136股 | -100股-4.68% | 减仓 |
 BOOKING COMBKNG |
| 6.77% | 7.06% | $267.0万 | 760股 | $283.1万 | 798股 | -38股-4.76% | 减仓 |
 PAYPAL COMPYPL |
| 3.55% | 3.47% | $139.9万 | 2.2万股 | $139.2万 | 2.3万股 | -1,042股-4.60% | 减仓 |
 TapestryTPR |
| 3.48% | 2.86% | $137.3万 | 3.0万股 | $114.7万 | 3.1万股 | -1,310股-4.21% | 减仓 |
 ExpediaEXPE |
| 3.21% | 3.77% | $126.4万 | 9,480股 | $151.2万 | 9,963股 | -483股-4.85% | 减仓 |
| EEBAY COMEBAY |
| 2.7% | 2.37% | $106.6万 | 2.1万股 | $94.9万 | 2.2万股 | -914股-4.20% | 减仓 |
 耐克NKE |
| 2.35% | — | $92.6万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| DDR REDDYS LABSRDY |
| 2.23% | 2.24% | $87.8万 | 1.2万股 | $89.7万 | 1.3万股 | -543股-4.21% | 减仓 |
| CCAPRI LIMITEDCPRI |
| 1.98% | 2.35% | $78.2万 | 1.8万股 | $94.2万 | 1.9万股 | -907股-4.84% | 减仓 |
| PPETROLEO BRASILEIROPBR |
| 1.43% | 1.48% | $56.5万 | 3.7万股 | $59.3万 | 3.7万股 | 00.00% | 持仓不变 |
 VALEVALE |
| 1.01% | 1.29% | $39.9万 | 3.3万股 | $51.9万 | 3.3万股 | 00.00% | 持仓不变 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.71% | 0.55% | $28.2万 | 2.1万股 | $21.9万 | 2.1万股 | 00.00% | 持仓不变 |
| B百度BIDU |
| 0.7% | 0.84% | $27.6万 | 2,687股 | $33.7万 | 2,828股 | -141股-4.99% | 减仓 |
| SSENDAS DISTRIBUIDORA S A SPON ADSASAIY |
| 0.62% | 0.61% | $24.3万 | 1.7万股 | $24.5万 | 1.8万股 | -726股-4.09% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 0.43% | 0.45% | $16.9万 | 737股 | $18.0万 | 737股 | 00.00% | 持仓不变 |
 捷迈邦美ZBH |
| 0.36% | 0.36% | $14.3万 | 1,173股 | $14.3万 | 1,173股 | 00.00% | 持仓不变 |
 奎斯特诊断DGX |
| 0.36% | 0.4% | $14.2万 | 1,151股 | $15.9万 | 1,151股 | 00.00% | 持仓不变 |
 TRIP COMTCOM |
| 0.29% | 0.25% | $11.3万 | 2,780股 | $10.0万 | 2,780股 | 00.00% | 持仓不变 |
 强生JNJ |
| 0.24% | 0.26% | $9.6万 | 655股 | $10.3万 | 655股 | 00.00% | 持仓不变 |
 JD COM INCJD |
| 0.21% | 0.23% | $8.3万 | 3,251股 | $9.4万 | 3,251股 | 00.00% | 持仓不变 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.2% | 0.2% | $8.0万 | 1,003股 | $8.1万 | 1,003股 | 00.00% | 持仓不变 |
| CCOMPANHIA BRASILEIRA DE DIST |
| 0.03% | 0.04% | $1.1万 | 1.8万股 | $1.5万 | 1.8万股 | 00.00% | 持仓不变 |
