 阿斯利康AZN |
| 17.6% | 18.99% | $3,400.2万 | 18.2万股 | $3,248.9万 | 16.8万股 | +1.4万股+8.34% | 加仓 |
 瑞银UBS |
| 17.28% | 15.32% | $3,339.0万 | 67.2万股 | $2,620.6万 | 68.5万股 | -1.2万股-1.81% | 减仓 |
 台积电TSM |
| 13.36% | 9.24% | $2,580.3万 | 5.4万股 | $1,581.3万 | 4.7万股 | +7,239股+15.47% | 加仓 |
 加拿大太平洋堪萨斯城铁路CP |
| 8.99% | 8.55% | $1,736.9万 | 20.0万股 | $1,462.8万 | 18.6万股 | +1.4万股+7.51% | 加仓 |
 亚马逊AMZN |
| 3.47% | 4.45% | $669.9万 | 2.8万股 | $761.6万 | 3.7万股 | -8,464股-23.14% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 3.41% | 4.93% | $659.5万 | 1.9万股 | $842.8万 | 2.9万股 | -1.1万股-36.47% | 减仓 |
 美光科技MU |
| 2.8% | 2.5% | $540.8万 | 4,685股 | $427.0万 | 1.3万股 | -7,953股-62.93% | 减仓 |
 NETFLIXNFLX |
| 2.54% | 3.03% | $491.4万 | 6.9万股 | $518.5万 | 5.4万股 | +1.5万股+27.64% | 加仓 |
 ICICI BANK LIMITEDIBN |
| 2.52% | 1.93% | $486.4万 | 16.8万股 | $329.9万 | 12.7万股 | +4.0万股+31.53% | 加仓 |
| HHDFC BANKHDB |
| 2.4% | 1.97% | $463.1万 | 17.9万股 | $337.0万 | 13.5万股 | +4.4万股+32.39% | 加仓 |
 VisaV |
| 2.36% | 2.88% | $456.0万 | 1.3万股 | $493.2万 | 1.6万股 | -3,028股-18.56% | 减仓 |
 微软MSFT |
| 1.91% | 3.46% | $368.4万 | 9,877股 | $592.4万 | 1.6万股 | -6,127股-38.28% | 减仓 |
 Meta平台META |
| 1.84% | 3.34% | $355.8万 | 6,317股 | $570.6万 | 9,974股 | -3,657股-36.67% | 减仓 |
 阿斯麦ASML |
| 1.67% | 0.97% | $323.1万 | 1,624股 | $166.2万 | 1,258股 | +366股+29.09% | 加仓 |
| DDOORDASHDASH |
| 1.61% | — | $310.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 BOOKING COMBKNG |
| 1.53% | 0.76% | $294.9万 | 1.7万股 | $129.3万 | 307股 | +1.6万股+5,288.93% | 加仓 |
 苹果AAPL |
| 1.38% | 2.14% | $267.2万 | 9,235股 | $365.9万 | 1.4万股 | -5,181股-35.94% | 减仓 |
| V先锋领航全球基金VSGX |
| 1.26% | — | $244.1万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 万事达MA |
| 1.16% | 2.01% | $224.8万 | 4,377股 | $343.6万 | 6,876股 | -2,499股-36.34% | 减仓 |
 诺和诺德NVO |
| 1.06% | 0.67% | $205.6万 | 4.3万股 | $114.6万 | 3.1万股 | +1.2万股+37.51% | 加仓 |
 ATOUR LIFESTYLEATAT |
| 0.94% | — | $181.2万 | 5.7万股 | $0 | 0股 | +5.7万股 | 新买入 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 1.42% | $162.4万 | 3,245股 | $242.2万 | 5,054股 | -1,809股-35.79% | 减仓 |
 INTERCORP FINL SVCSIFS |
| 0.81% | 0.65% | $156.1万 | 2.7万股 | $111.1万 | 2.2万股 | +5,282股+23.87% | 加仓 |
| BBANK OF AMERBAC |
| 0.77% | 1.17% | $148.7万 | 2.6万股 | $200.7万 | 4.1万股 | -1.5万股-36.58% | 减仓 |
 阿里巴巴BABA |
| 0.73% | 0.88% | $140.5万 | 1.5万股 | $151.2万 | 1.2万股 | +2,587股+21.46% | 加仓 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.7% | 0.29% | $136.0万 | 1.8万股 | $49.7万 | 1.4万股 | +3,782股+26.31% | 加仓 |
 SAP SPON ADRSAP |
| 0.67% | 0.2% | $129.0万 | 8,373股 | $34.2万 | 1,996股 | +6,377股+319.49% | 加仓 |
 DOLLAR GEN NEWDG |
| 0.61% | 2.24% | $118.2万 | 1.0万股 | $383.8万 | 3.2万股 | -2.2万股-68.23% | 减仓 |
 GEOPARK USD SHSGPRK |
| 0.49% | 0.23% | $94.9万 | 10.4万股 | $39.5万 | 4.2万股 | +6.3万股+151.04% | 加仓 |
 TJXTJX |
| 0.46% | 0.85% | $88.2万 | 5,821股 | $145.3万 | 9,101股 | -3,280股-36.04% | 减仓 |
| SSILVERCORP METALSSVM |
| 0.42% | 0.62% | $81.9万 | 8.1万股 | $106.0万 | 9.9万股 | -1.8万股-17.88% | 减仓 |
 BARCLAYSBCS |
| 0.36% | 0.36% | $68.6万 | 2.6万股 | $61.2万 | 2.9万股 | -3,353股-11.60% | 减仓 |
 标普全球SPGI |
| 0.32% | 0.6% | $62.2万 | 1,527股 | $103.5万 | 2,433股 | -906股-37.24% | 减仓 |
 SUMITOMO MITSUI FIN GRP SPONSORED ADRSMFG |
| 0.31% | 0.19% | $60.2万 | 2.6万股 | $32.9万 | 1.7万股 | +8,850股+53.11% | 加仓 |
 MIZUHO FINANCIAL SPONSORED ADRMFG |
| 0.28% | 0.13% | $54.2万 | 5.7万股 | $21.8万 | 2.7万股 | +2.9万股+106.60% | 加仓 |
 CORPORACION AMER ARPTSCAAP |
| 0.27% | 0.63% | $52.9万 | 2.1万股 | $106.9万 | 4.2万股 | -2.1万股-50.33% | 减仓 |
 VANECK URANIUM AND NUCLEAR ETFNLR |
| 0.23% | 0.44% | $44.2万 | 3,813股 | $75.5万 | 5,666股 | -1,853股-32.70% | 减仓 |
| BBANCO BBVA ARGENTINABBAR |
| 0.2% | 0.26% | $37.8万 | 1.9万股 | $45.0万 | 2.8万股 | -8,762股-31.24% | 减仓 |
| FFORTUNA MNGFSM |
| 0.18% | 0.72% | $34.1万 | 4.0万股 | $123.2万 | 12.4万股 | -8.4万股-67.50% | 减仓 |
| EETFS GOLD TRSGOL |
| 0.16% | 0.17% | $30.5万 | 7,967股 | $28.9万 | 6,475股 | +1,492股+23.04% | 加仓 |
| AAURA MINERALSAUGO |
| 0.11% | 0.76% | $21.1万 | 3,346股 | $129.4万 | 1.6万股 | -1.3万股-78.89% | 减仓 |
