 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 12.36% | 17.59% | $2.55亿 | 327.5万股 | $3.07亿 | 324.5万股 | +3.0万股+0.92% | 加仓 |
| CCRHCRH |
| 5.95% | 5.34% | $1.23亿 | 114.6万股 | $9,321.9万 | 90.2万股 | +24.5万股+27.11% | 加仓 |
 阿斯利康AZN |
| 5.28% | 6.13% | $1.09亿 | 58.2万股 | $1.07亿 | 55.3万股 | +2.9万股+5.24% | 加仓 |
 FERRARI COMRACE |
| 4.89% | 4.7% | $1.01亿 | 27.2万股 | $8,204.8万 | 24.6万股 | +2.5万股+10.27% | 加仓 |
 英伟达NVDA |
| 3.93% | 4.51% | $8,106.1万 | 40.5万股 | $7,885.1万 | 45.2万股 | -4.7万股-10.40% | 减仓 |
 美光科技MU |
| 3.71% | 0.93% | $7,646.4万 | 6.6万股 | $1,626.7万 | 4.8万股 | +1.8万股+37.58% | 加仓 |
| SSpaceXSPCX |
| 3.56% | — | $7,330.4万 | 42.9万股 | $0 | 0股 | +42.9万股 | 新买入 |
 谷歌AGOOGL |
| 3.25% | 4.44% | $6,702.5万 | 18.8万股 | $7,750.3万 | 27.0万股 | -8.2万股-30.41% | 减仓 |
 微软MSFT |
| 3.1% | 3.46% | $6,395.2万 | 17.1万股 | $6,037.5万 | 16.3万股 | +8,343股+5.12% | 加仓 |
 亚马逊AMZN |
| 3% | 2.8% | $6,191.5万 | 26.0万股 | $4,898.5万 | 23.5万股 | +2.5万股+10.45% | 加仓 |
 Meta平台META |
| 2.76% | 3.1% | $5,694.9万 | 10.1万股 | $5,406.6万 | 9.5万股 | +6,600股+6.98% | 加仓 |
 AMD超威AMD |
| 2.69% | 1.08% | $5,550.6万 | 9.6万股 | $1,893.9万 | 9.3万股 | +2,450股+2.63% | 加仓 |
 苹果AAPL |
| 2.66% | 2.39% | $5,492.0万 | 19.0万股 | $4,174.8万 | 16.5万股 | +2.5万股+15.38% | 加仓 |
 博通AVGO |
| 2.59% | 2.71% | $5,347.1万 | 14.2万股 | $4,740.1万 | 15.3万股 | -1.2万股-7.57% | 减仓 |
 台积电TSM |
| 2.31% | 1.75% | $4,759.5万 | 10.0万股 | $3,055.5万 | 9.0万股 | +9,246股+10.23% | 加仓 |
 VisaV |
| 2.08% | 2.26% | $4,295.5万 | 12.5万股 | $3,941.2万 | 13.0万股 | -5,200股-3.99% | 减仓 |
 礼来LLY |
| 1.68% | 0.1% | $3,470.7万 | 2.9万股 | $177.5万 | 1,930股 | +2.7万股+1,399.27% | 加仓 |
 英特尔INTC |
| 1.68% | 0.44% | $3,453.0万 | 24.7万股 | $760.8万 | 17.2万股 | +7.5万股+43.45% | 加仓 |
 高盛GS |
| 1.6% | 1.45% | $3,300.4万 | 3.3万股 | $2,529.4万 | 3.0万股 | +2,734股+9.14% | 加仓 |
| QQIAGENQGEN |
| 1.43% | 1.74% | $2,943.9万 | 76.0万股 | $3,040.8万 | 76.0万股 | 00.00% | 持仓不变 |
 沃尔玛WMT |
| 1.4% | 3% | $2,884.7万 | 25.5万股 | $5,242.4万 | 42.2万股 | -16.7万股-39.62% | 减仓 |
 PALO ALTOPANW |
| 1.39% | 0.98% | $2,862.5万 | 8.4万股 | $1,709.8万 | 10.7万股 | -2.3万股-21.29% | 减仓 |
 可口可乐KO |
| 1.22% | — | $2,506.7万 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 迪尔DE |
| 1.19% | 1.33% | $2,458.7万 | 3.9万股 | $2,329.2万 | 4.1万股 | -2,588股-6.26% | 减仓 |
 万事达MA |
| 1.15% | 1.55% | $2,375.4万 | 4.6万股 | $2,713.2万 | 5.4万股 | -8,050股-14.83% | 减仓 |
 林德LIN |
| 1.15% | 0.63% | $2,374.0万 | 4.6万股 | $1,096.3万 | 2.2万股 | +2.4万股+106.87% | 加仓 |
 Itau Unibanco H-Spon PRF ADRITUB |
| 0.98% | 0.83% | $2,027.5万 | 248.2万股 | $1,455.8万 | 173.7万股 | +74.4万股+42.85% | 加仓 |
 应用材料AMAT |
| 0.98% | 0.18% | $2,024.4万 | 2.8万股 | $307.6万 | 9,000股 | +1.9万股+211.11% | 加仓 |
 特灵科技TT |
| 0.91% | 0.86% | $1,878.7万 | 3.8万股 | $1,510.7万 | 3.6万股 | +2,000股+5.52% | 加仓 |
 D R HORTONDHI |
| 0.9% | 0.79% | $1,851.4万 | 11.4万股 | $1,381.0万 | 10.1万股 | +1.3万股+12.94% | 加仓 |
 Arista网络ANET |
| 0.87% | 0.73% | $1,800.7万 | 10.6万股 | $1,267.7万 | 10.3万股 | +2,750股+2.66% | 加仓 |
 NETFLIXNFLX |
| 0.82% | 2.6% | $1,687.5万 | 23.6万股 | $4,548.9万 | 47.3万股 | -23.7万股-50.04% | 减仓 |
 HOWMET AEROSPACE COMHWM |
| 0.78% | 0.94% | $1,604.6万 | 6.0万股 | $1,646.9万 | 7.1万股 | -1.2万股-16.49% | 减仓 |
 西屋制动WAB |
| 0.66% | 0.36% | $1,370.2万 | 5.1万股 | $623.8万 | 2.5万股 | +2.6万股+103.62% | 加仓 |
| R拉夫劳伦RL |
| 0.65% | — | $1,344.7万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 甲骨文ORCL |
| 0.61% | 0.71% | $1,255.9万 | 8.6万股 | $1,234.3万 | 8.4万股 | +1,800股+2.15% | 加仓 |
 伊顿ETN |
| 0.59% | 0.54% | $1,220.6万 | 2.9万股 | $938.4万 | 2.6万股 | +2,409股+9.18% | 加仓 |
 通用汽车GM |
| 0.56% | 0.46% | $1,155.8万 | 15.0万股 | $803.4万 | 10.8万股 | +4.2万股+39.05% | 加仓 |
 VertivVRT |
| 0.56% | 0.84% | $1,145.0万 | 3.4万股 | $1,465.1万 | 5.8万股 | -2.4万股-41.51% | 减仓 |
 CrowdStrikeCRWD |
| 0.55% | 0.37% | $1,133.3万 | 1.5万股 | $651.2万 | 1.7万股 | -1,830股-10.97% | 减仓 |
 迈威尔MRVL |
| 0.53% | — | $1,099.2万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
 SNOWFLAKE COM SHSSNOW |
| 0.49% | 0.34% | $1,015.5万 | 4.0万股 | $585.2万 | 3.9万股 | +1,100股+2.84% | 加仓 |
 直觉外科ISRG |
| 0.47% | 0.63% | $962.4万 | 2.4万股 | $1,104.1万 | 2.4万股 | +250股+1.04% | 加仓 |
 NubankNU |
| 0.46% | 0.45% | $956.6万 | 71.6万股 | $781.7万 | 54.4万股 | +17.2万股+31.63% | 加仓 |
 ServiceNowNOW |
| 0.44% | 0.22% | $904.9万 | 9.1万股 | $385.8万 | 3.7万股 | +5.4万股+147.02% | 加仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 0.39% | 0.55% | $801.0万 | 14.3万股 | $960.1万 | 32.8万股 | -18.5万股-56.28% | 减仓 |
 TJXTJX |
| 0.37% | — | $757.5万 | 5.0万股 | $0 | 0股 | +5.0万股 | 新买入 |
 优步UBER |
| 0.36% | 0.41% | $740.4万 | 10.3万股 | $719.3万 | 10.0万股 | +2,600股+2.60% | 加仓 |
| T赛默飞世尔TMO |
| 0.35% | 0.4% | $718.7万 | 1.4万股 | $704.6万 | 1.4万股 | 00.00% | 持仓不变 |
 DatadogDDOG |
| 0.35% | 0.18% | $713.4万 | 2.7万股 | $314.6万 | 2.7万股 | +750股+2.81% | 加仓 |
