| EEMBRAER S.AFGM |
| 9.34% | 8.31% | $1,490.4万 | 23.4万股 | $1,546.5万 | 26.1万股 | -2.7万股-10.36% | 减仓 |
 阿里巴巴BABA |
| 5.84% | 7.93% | $932.9万 | 9.7万股 | $1,475.4万 | 11.8万股 | -2.0万股-17.35% | 减仓 |
 LAUREATE EDLAUR |
| 5.14% | 5.02% | $820.8万 | 22.6万股 | $933.7万 | 26.8万股 | -4.2万股-15.67% | 减仓 |
| S三星电子SSNHZ |
| 5.12% | 2.57% | $816.6万 | 1,515股 | $477.9万 | 1,685股 | -170股-10.09% | 减仓 |
 PRICESMARTPSMT |
| 5.07% | 1.08% | $808.7万 | 4.1万股 | $200.2万 | 1.3万股 | +2.8万股+211.28% | 加仓 |
 台积电TSM |
| 4.79% | 2.64% | $764.1万 | 1.6万股 | $492.1万 | 1.5万股 | +1,440股+9.89% | 加仓 |
| CCOMFORT SYS USAFIX |
| 3.48% | 2.96% | $554.8万 | 2,800股 | $551.5万 | 4,000股 | -1,200股-30.00% | 减仓 |
 VIKING ORD SHSVIK |
| 2.97% | 2.04% | $474.3万 | 4.5万股 | $379.9万 | 5.2万股 | -6,400股-12.38% | 减仓 |
| SSTONEXSNEX |
| 2.87% | 2.73% | $458.6万 | 5.8万股 | $508.1万 | 6.3万股 | -4,950股-7.86% | 减仓 |
 VertivVRT |
| 2.87% | 2.14% | $458.5万 | 1.4万股 | $398.4万 | 1.6万股 | -2,200股-13.84% | 减仓 |
 AXOGENAXGN |
| 2.86% | 1.55% | $456.0万 | 9.9万股 | $288.4万 | 8.7万股 | +1.2万股+13.45% | 加仓 |
 NateraNTRA |
| 2.72% | 1.69% | $434.5万 | 1.6万股 | $314.1万 | 1.6万股 | +300股+1.91% | 加仓 |
| RRBC BEARINGSRBC |
| 2.57% | 1.28% | $409.4万 | 6,360股 | $239.1万 | 4,400股 | +1,960股+44.55% | 加仓 |
 博通AVGO |
| 2.55% | 2.27% | $407.7万 | 1.1万股 | $423.3万 | 1.4万股 | -2,880股-21.05% | 减仓 |
| SSOLARIS ENERGY INFRASSEI |
| 2.49% | — | $398.2万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 谷歌AGOOGL |
| 2.48% | 2.01% | $396.5万 | 1.1万股 | $373.7万 | 1.3万股 | -1,900股-14.62% | 减仓 |
 Arista网络ANET |
| 2.48% | 1.76% | $395.9万 | 2.3万股 | $327.8万 | 2.7万股 | -3,400股-12.73% | 减仓 |
 英伟达NVDA |
| 2.44% | 1.69% | $389.8万 | 2.0万股 | $313.8万 | 1.8万股 | +1,500股+8.33% | 加仓 |
| SSANDISK COMSNDK |
| 2.42% | — | $386.3万 | 1,700股 | $0 | 0股 | +1,700股 | 新买入 |
 CONSTRUCTION PARTNERSROAD |
| 2.17% | 2.04% | $346.8万 | 2.9万股 | $380.2万 | 3.4万股 | -5,000股-14.62% | 减仓 |
 伍德沃德WWD |
| 2.16% | 1.79% | $344.7万 | 8,100股 | $333.0万 | 9,300股 | -1,200股-12.90% | 减仓 |
| DDYCOM INDSDY |
| 2.12% | 1.38% | $337.9万 | 6,680股 | $256.1万 | 7,560股 | -880股-11.64% | 减仓 |
| RRAMBUS DELRMBS |
| 2.02% | — | $322.4万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
| AASE TECHNOLOGYASX |
| 1.98% | — | $315.8万 | 7.0万股 | $0 | 0股 | +7.0万股 | 新买入 |
 FIRSTCASHFCFS |
| 1.95% | 1.29% | $311.5万 | 1.4万股 | $240.7万 | 1.3万股 | +1,600股+12.50% | 加仓 |
 XPOXPO |
| 1.86% | — | $297.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| AAPI COM STKAPG |
| 1.74% | — | $278.2万 | 6.6万股 | $0 | 0股 | +6.6万股 | 新买入 |
 贝克休斯BKR |
| 1.71% | — | $273.5万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
| UUNITED MICROELECTRONICSUMC |
| 1.7% | — | $272.1万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 OKTA CLASS AOKTA |
| 1.5% | — | $238.8万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| CCARPENTER TECHNOLOGYCRS |
| 1.3% | — | $207.1万 | 3,360股 | $0 | 0股 | +3,360股 | 新买入 |
| KKB FINLKB |
| 1.25% | — | $199.4万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 LEONARDO DRSDRS |
| 1.25% | — | $198.9万 | 4.7万股 | $0 | 0股 | +4.7万股 | 新买入 |
 帕兰提尔PLTR |
| 1.1% | — | $174.9万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 ICICI BANK LIMITEDIBN |
| 0.96% | 0.44% | $152.7万 | 5.3万股 | $81.8万 | 3.2万股 | +2.1万股+66.46% | 加仓 |
| SSTATE BANK OF INDIASBKFF |
| 0.84% | — | $133.3万 | 1.2万股 | $0 | 0股 | +1.2万股 | 新买入 |
| KKARMANKRMN |
| 0.82% | 2.17% | $130.8万 | 2.6万股 | $403.5万 | 5.0万股 | -2.4万股-48.02% | 减仓 |
| CCOLUMBIA ETF TR II INDIA CONSMR ETFINCO |
| 0.63% | 0.5% | $101.1万 | 1.7万股 | $93.2万 | 1.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·MSCI INDIA ETFINDA |
| 0.44% | 0.26% | $70.6万 | 1.4万股 | $48.2万 | 1.0万股 | +4,000股+38.88% | 加仓 |
