 谷歌AGOOGL |
| 29.6% | 21.66% | $6.47亿 | 181.0万股 | $8.40亿 | 292.2万股 | -111.1万股-38.04% | 减仓 |
 英特尔INTC |
| 17.58% | 7.88% | $3.84亿 | 275.1万股 | $3.06亿 | 692.3万股 | -417.2万股-60.26% | 减仓 |
 Pdd Holdings Inc ADRPDD |
| 16.7% | 13.45% | $3.65亿 | 478.6万股 | $5.22亿 | 510.4万股 | -31.8万股-6.23% | 减仓 |
 FULL TRUCK ALLIANCEYMM |
| 14.66% | 8.77% | $3.20亿 | 3,945.2万股 | $3.40亿 | 4,095.8万股 | -150.5万股-3.67% | 减仓 |
| FFUTU SPON ADS CL AFUTU |
| 4.69% | 3.51% | $1.03亿 | 109.4万股 | $1.36亿 | 99.6万股 | +9.7万股+9.76% | 加仓 |
 NetEase, Inc. ADRNTES |
| 3.52% | 9.21% | $7,696.5万 | 60.1万股 | $3.57亿 | 319.0万股 | -258.9万股-81.17% | 减仓 |
 ATOUR LIFESTYLEATAT |
| 2.6% | 2.46% | $5,687.1万 | 178.8万股 | $9,538.0万 | 259.1万股 | -80.3万股-30.98% | 减仓 |
| QQFIN HOLDINGS INC AMERICAN DEPQFIN |
| 2.19% | 1.1% | $4,792.7万 | 303.1万股 | $4,254.4万 | 329.5万股 | -26.4万股-8.01% | 减仓 |
 苹果AAPL |
| 1.94% | 1.63% | $4,244.0万 | 14.7万股 | $6,303.3万 | 24.8万股 | -10.2万股-40.95% | 减仓 |
 台积电TSM |
| 1.81% | 0.72% | $3,966.3万 | 8.3万股 | $2,806.7万 | 8.3万股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 0.95% | 1.04% | $2,079.3万 | 21.7万股 | $4,041.5万 | 48.8万股 | -27.1万股-55.54% | 减仓 |
 MAKEMYTRIP LIMITED MAURITIUSMMYT |
| 0.95% | 0.37% | $2,070.6万 | 38.9万股 | $1,448.9万 | 38.9万股 | 00.00% | 持仓不变 |
 阿斯麦ASML |
| 0.64% | — | $1,406.5万 | 7,070股 | $0 | 0股 | +7,070股 | 新买入 |
 H WORLDHTHT |
| 0.61% | 1.38% | $1,341.6万 | 32.2万股 | $5,346.7万 | 106.3万股 | -74.2万股-69.75% | 减仓 |
 Weride IncWRD |
| 0.59% | 0.46% | $1,281.4万 | 220.2万股 | $1,781.3万 | 220.2万股 | 00.00% | 持仓不变 |
 APPLIED OPTOELECTRONICSAAOI |
| 0.36% | — | $793.0万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
| VVNET GROUPVNET |
| 0.24% | — | $521.4万 | 64.9万股 | $0 | 0股 | +64.9万股 | 新买入 |
| SSUPER HI INTL HLDG LTDHDL |
| 0.15% | 0.1% | $332.7万 | 26.8万股 | $390.7万 | 26.8万股 | 00.00% | 持仓不变 |
| AATRENEWRERE |
| 0.09% | 0.06% | $203.2万 | 52.5万股 | $246.2万 | 52.5万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.08% | — | $182.2万 | 2,520股 | $0 | 0股 | +2,520股 | 新买入 |
 TRIP COMTCOM |
| 0.02% | 3.34% | $47.8万 | 1.2万股 | $1.30亿 | 260.4万股 | -259.2万股-99.54% | 减仓 |
