| HHDFC BANKHDB |
| 12.91% | 5.25% | $1,337.9万 | 51.8万股 | $529.3万 | 21.3万股 | +30.5万股+143.46% | 加仓 |
| SSPDR标普500 ETFSPY |
| 11.55% | 0.64% | $1,196.6万 | 1.6万股 | $65.0万 | 1,000股 | +1.5万股+1,502.40% | 加仓 |
| SSONY SPONSORED ADRSONY |
| 9.89% | — | $1,024.6万 | 51.1万股 | $0 | 0股 | +51.1万股 | 新买入 |
| CCHIPMOS TECHNOLOGIESIMOS |
| 8.08% | — | $837.3万 | 13.0万股 | $0 | 0股 | +13.0万股 | 新买入 |
 瑞思迈RMD |
| 6.91% | — | $716.6万 | 3.7万股 | $0 | 0股 | +3.7万股 | 新买入 |
| HHONDA MOTOR CO LTD ADR ECH CNV IN 3HMC |
| 6.78% | — | $703.2万 | 25.9万股 | $0 | 0股 | +25.9万股 | 新买入 |
 哔哩哔哩BILI |
| 4.17% | 2.29% | $432.4万 | 25.4万股 | $230.8万 | 10.2万股 | +15.2万股+148.13% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 3.33% | 0.48% | $345.3万 | 4.1万股 | $48.0万 | 6,600股 | +3.5万股+528.02% | 加仓 |
| WWOODSIDE ENERGY SPONSORED ADRWDS |
| 3.32% | — | $343.9万 | 17.8万股 | $0 | 0股 | +17.8万股 | 新买入 |
 壳牌SHEL |
| 3.21% | 1.65% | $332.3万 | 4.3万股 | $166.7万 | 1.8万股 | +2.5万股+139.11% | 加仓 |
 NIO INC FNIO |
| 2.75% | 2.66% | $284.5万 | 56.2万股 | $267.9万 | 44.4万股 | +11.8万股+26.54% | 加仓 |
 诺和诺德NVO |
| 2.73% | — | $283.1万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 NORFOLK SOUTHN COMNSC |
| 2.43% | 2.28% | $251.7万 | 8,000股 | $229.6万 | 8,000股 | 00.00% | 持仓不变 |
 ICICI BANK LIMITEDIBN |
| 2% | 2.97% | $207.0万 | 7.1万股 | $299.5万 | 11.6万股 | -4.4万股-38.35% | 减仓 |
 ALCON ORD SHSALC |
| 1.9% | — | $197.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
| AAMCORAMCR |
| 1.81% | 4.49% | $187.8万 | 4.3万股 | $453.2万 | 11.4万股 | -7.1万股-62.00% | 减仓 |
 NetEase, Inc. ADRNTES |
| 1.27% | — | $131.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
| HHUTCHMED CHINAHCM |
| 1.08% | 0.72% | $112.0万 | 10.4万股 | $72.4万 | 4.8万股 | +5.6万股+115.17% | 加仓 |
 阿斯麦ASML |
| 0.96% | — | $99.5万 | 500股 | $0 | 0股 | +500股 | 新买入 |
| EEQUINOR ASA SPONSORED ADREQNR |
| 0.79% | — | $82.3万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| TTELIX PHARMACEUTIC SPON ADS EACH REP 1 ORD SHSTLX |
| 0.79% | 0.12% | $82.2万 | 7.1万股 | $12.0万 | 1.3万股 | +5.9万股+467.97% | 加仓 |
 印孚瑟斯INFY |
| 0.66% | 4.28% | $68.7万 | 6.5万股 | $431.9万 | 32.0万股 | -25.4万股-79.51% | 减仓 |
| NNEW ORIENTAL EDUCATIONEDU |
| 0.6% | 2.69% | $62.5万 | 1.4万股 | $271.1万 | 4.8万股 | -3.4万股-71.55% | 减仓 |
 迈威尔MRVL |
| 0.57% | — | $59.6万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
 博通AVGO |
| 0.56% | — | $57.8万 | 1,529股 | $0 | 0股 | +1,529股 | 新买入 |
 甲骨文ORCL |
| 0.5% | — | $52.1万 | 3,553股 | $0 | 0股 | +3,553股 | 新买入 |
 默沙东MRK |
| 0.5% | — | $51.4万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
 BlockXYZ |
| 0.49% | 0.48% | $51.0万 | 6,717股 | $48.1万 | 8,000股 | -1,283股-16.04% | 减仓 |
 AEGON AMER REG 1 CERTAEG |
| 0.48% | — | $50.2万 | 6.0万股 | $0 | 0股 | +6.0万股 | 新买入 |
| DDR REDDYS LABSRDY |
| 0.48% | — | $50.1万 | 3.5万股 | $0 | 0股 | +3.5万股 | 新买入 |
| EENI SPAE |
| 0.48% | 0.76% | $49.9万 | 1.1万股 | $76.9万 | 1.4万股 | -2,934股-21.60% | 减仓 |
| AALLIED GOLDAAUC |
| 0.48% | — | $49.7万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 KONINKLIJKE PHILIPS N V NY REGIS SHS NEWPHG |
| 0.48% | — | $49.6万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| SSPDR行业精选信托XLE |
| 0.44% | — | $45.8万 | 7,822股 | $0 | 0股 | +7,822股 | 新买入 |
 波音BA |
| 0.42% | 0.2% | $43.8万 | 2,025股 | $20.2万 | 1,015股 | +1,010股+99.51% | 加仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.42% | — | $43.4万 | 5,262股 | $0 | 0股 | +5,262股 | 新买入 |
 英伟达NVDA |
| 0.39% | 0.52% | $40.0万 | 2,000股 | $52.3万 | 3,000股 | -1,000股-33.33% | 减仓 |
 摩根大通JPM |
| 0.37% | — | $38.2万 | 1,166股 | $0 | 0股 | +1,166股 | 新买入 |
| VVanEck ETF信托GDX |
| 0.36% | — | $37.7万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 ALTRIAMO |
| 0.36% | — | $37.4万 | 5,200股 | $0 | 0股 | +5,200股 | 新买入 |
| OOCULAR THERAPEUTIXOCUL |
| 0.35% | 0.31% | $36.7万 | 3.7万股 | $31.7万 | 3.7万股 | 00.00% | 持仓不变 |
| IING GROEP N.V. SPONSORED ADRING |
| 0.29% | 0.82% | $29.9万 | 9,519股 | $83.2万 | 3.2万股 | -2.2万股-70.19% | 减仓 |
 福特F |
| 0.28% | — | $29.1万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
| DDOUGLAS ELLIMANDOUG |
| 0.26% | 0.25% | $26.7万 | 15.1万股 | $24.8万 | 15.1万股 | 00.00% | 持仓不变 |
 联合包裹UPSUPS |
| 0.23% | — | $24.2万 | 2,249股 | $0 | 0股 | +2,249股 | 新买入 |
| SSCRIPPS E W CO OHIO CL A NEWSSP |
| 0.23% | — | $23.8万 | 8.6万股 | $0 | 0股 | +8.6万股 | 新买入 |
 CHUBB LIMITEDCB |
| 0.2% | — | $20.4万 | 600股 | $0 | 0股 | +600股 | 新买入 |
 TELEFONAKTIEBOLAGET LM ERICSS ADR B SEK 10ERIC |
| 0.16% | 1.31% | $16.1万 | 1.4万股 | $132.6万 | 11.8万股 | -10.3万股-87.73% | 减仓 |
 STELLANTIS N.V SHSSTLA |
| 0.14% | — | $14.9万 | 2.6万股 | $0 | 0股 | +2.6万股 | 新买入 |
| SSUPER HI INTL HLDG LTDHDL |
| 0.14% | 0.19% | $14.6万 | 1.3万股 | $19.4万 | 1.3万股 | -728股-5.47% | 减仓 |
