 美光科技MU |
| 49.45% | 0.49% | $78.59亿 | 680.8万股 | $3,724.1万 | 11.0万股 | +669.8万股+6,076.31% | 加仓 |
 TOTALENERGIES SE FSPONSORED ADR 1 ADR REPS 1 ORD SHSTTE |
| 7.36% | 16.87% | $11.70亿 | 1,504.4万股 | $12.79亿 | 1,405.6万股 | +98.8万股+7.03% | 加仓 |
| DDEUTSCHE BK |
| 5.63% | 7.74% | $8.95亿 | 2,651.8万股 | $5.87亿 | 1,969.7万股 | +682.1万股+34.63% | 加仓 |
 阿里巴巴BABA |
| 4.85% | 8.15% | $7.71亿 | 803.1万股 | $6.17亿 | 492.1万股 | +311.0万股+63.20% | 加仓 |
 瑞银UBS |
| 4.2% | 11.01% | $6.68亿 | 1,347.3万股 | $8.34亿 | 2,134.8万股 | -787.5万股-36.89% | 减仓 |
 FERRARI COMRACE |
| 3.71% | 8.77% | $5.90亿 | 158.6万股 | $6.64亿 | 196.3万股 | -37.7万股-19.21% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 3.38% | — | $5.37亿 | 727.6万股 | $0 | 0股 | +727.6万股 | 新买入 |
 ALCON ORD SHSALC |
| 3.13% | 4.06% | $4.98亿 | 741.9万股 | $3.08亿 | 408.5万股 | +333.4万股+81.62% | 加仓 |
 STELLANTIS N.V SHSSTLA |
| 2.94% | 9.03% | $4.67亿 | 8,142.4万股 | $6.84亿 | 9,652.5万股 | -1,510.1万股-15.64% | 减仓 |
 LOGITECH INTL SHSLOGI |
| 1.61% | 3.14% | $2.56亿 | 272.0万股 | $2.38亿 | 260.8万股 | +11.2万股+4.29% | 加仓 |
 阿斯利康AZN |
| 1.38% | 1.99% | $2.19亿 | 115.3万股 | $1.51亿 | 76.5万股 | +38.8万股+50.66% | 加仓 |
| SSANDISK COMSNDK |
| 0.76% | 0.54% | $1.20亿 | 5.3万股 | $4,106.3万 | 6.5万股 | -1.2万股-18.30% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 0.52% | 0.32% | $8,331.1万 | 23.6万股 | $2,423.2万 | 8.4万股 | +15.1万股+179.13% | 加仓 |
 谷歌AGOOGL |
| 0.52% | — | $8,318.3万 | 23.3万股 | $0 | 0股 | +23.3万股 | 新买入 |
 英伟达NVDA |
| 0.45% | 1.13% | $7,202.7万 | 36.0万股 | $8,530.8万 | 48.9万股 | -12.9万股-26.41% | 减仓 |
 苹果AAPL |
| 0.36% | 0.15% | $5,734.6万 | 19.8万股 | $1,121.1万 | 4.4万股 | +15.4万股+348.63% | 加仓 |
 亚马逊AMZN |
| 0.34% | 0.13% | $5,422.0万 | 22.7万股 | $977.4万 | 4.7万股 | +18.1万股+384.74% | 加仓 |
| AAMRIZE SHSAMRZ |
| 0.32% | 0.99% | $5,082.8万 | 95.4万股 | $7,531.7万 | 134.4万股 | -39.1万股-29.07% | 减仓 |
 FERROVIAL NV ORD SHSFER |
| 0.31% | 1.09% | $4,985.8万 | 72.7万股 | $8,256.6万 | 126.9万股 | -54.3万股-42.75% | 减仓 |
 JD COM INCJD |
| 0.27% | 1.32% | $4,224.2万 | 165.8万股 | $1.00亿 | 338.3万股 | -172.5万股-50.99% | 减仓 |
 博通AVGO |
| 0.26% | 0.49% | $4,176.7万 | 11.1万股 | $3,686.2万 | 11.9万股 | -8,531股-7.16% | 减仓 |
| WWISE GROUP PLC ORD SHS CLASS AWSE |
| 0.25% | — | $4,002.6万 | 336.1万股 | $0 | 0股 | +336.1万股 | 新买入 |
 特斯拉TSLA |
| 0.23% | 0.28% | $3,610.1万 | 8.6万股 | $2,131.4万 | 5.7万股 | +2.8万股+49.70% | 加仓 |
| Q高通QCOM |
| 0.21% | — | $3,319.4万 | 18.0万股 | $0 | 0股 | +18.0万股 | 新买入 |
 哔哩哔哩BILI |
| 0.21% | 0.61% | $3,315.6万 | 194.7万股 | $4,646.0万 | 205.9万股 | -11.3万股-5.46% | 减仓 |
 ANALOG DEVICES COMADI |
| 0.2% | 0.36% | $3,226.8万 | 8.1万股 | $2,723.9万 | 8.6万股 | -4,372股-5.11% | 减仓 |
 RobinhoodHOOD |
| 0.19% | — | $3,092.6万 | 30.8万股 | $0 | 0股 | +30.8万股 | 新买入 |
 理想汽车LI |
| 0.19% | 0.81% | $3,077.4万 | 262.1万股 | $6,116.1万 | 343.0万股 | -80.9万股-23.58% | 减仓 |
 科磊KLAC |
| 0.19% | — | $3,017.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 CienaCIEN |
| 0.19% | 0.01% | $2,972.8万 | 6.1万股 | $97.4万 | 2,509股 | +5.8万股+2,315.34% | 加仓 |
 应用材料AMAT |
| 0.18% | 0.2% | $2,819.8万 | 3.9万股 | $1,511.4万 | 4.4万股 | -5,217股-11.80% | 减仓 |
 NetEase, Inc. ADRNTES |
| 0.17% | 0.76% | $2,678.5万 | 20.9万股 | $5,742.2万 | 51.3万股 | -30.4万股-59.25% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.16% | 0.04% | $2,580.1万 | 28.3万股 | $335.4万 | 5.2万股 | +23.1万股+445.03% | 加仓 |
 泛林集团LRCX |
| 0.16% | 0.02% | $2,528.1万 | 5.8万股 | $125.3万 | 5,866股 | +5.2万股+894.56% | 加仓 |
| BBITMINE IMMERSION TECHS INCBMNR |
| 0.16% | 0.28% | $2,520.7万 | 189.4万股 | $2,137.5万 | 108.1万股 | +81.3万股+75.25% | 加仓 |
 Xpeng Inc ADRXPEV |
| 0.15% | 0.53% | $2,454.6万 | 185.4万股 | $3,979.4万 | 232.6万股 | -47.2万股-20.29% | 减仓 |
 BlockXYZ |
| 0.15% | — | $2,329.3万 | 30.6万股 | $0 | 0股 | +30.6万股 | 新买入 |
| EECHOSTAR CORP CLASS CLASS AECHO |
| 0.14% | — | $2,169.8万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 GE VernovaGEV |
| 0.13% | 0.03% | $2,132.1万 | 1.8万股 | $217.8万 | 2,495股 | +1.6万股+627.37% | 加仓 |
 瑞思迈RMD |
| 0.13% | — | $2,116.7万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 TAKE-TWO INTERACTIVE SOFTWARE COMTTWO |
| 0.13% | — | $2,113.3万 | 8.5万股 | $0 | 0股 | +8.5万股 | 新买入 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.13% | 0.18% | $2,109.7万 | 121.2万股 | $1,386.7万 | 92.8万股 | +28.4万股+30.64% | 加仓 |
 AMD超威AMD |
| 0.12% | 0.31% | $1,914.9万 | 3.3万股 | $2,368.8万 | 11.6万股 | -8.3万股-71.69% | 减仓 |
| IiShares安硕·MSCI TAIWAN ETFEWT |
| 0.12% | — | $1,887.7万 | 17.4万股 | $0 | 0股 | +17.4万股 | 新买入 |
 卡特彼勒CAT |
| 0.11% | — | $1,714.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| FFRONTLINE PLC COM USD1FRO |
| 0.11% | 0.26% | $1,704.4万 | 49.0万股 | $1,977.7万 | 56.7万股 | -7.7万股-13.65% | 减仓 |
 恩智浦NXPI |
| 0.1% | 0.12% | $1,645.8万 | 5.9万股 | $937.3万 | 4.8万股 | +1.1万股+22.99% | 加仓 |
 Meta平台META |
| 0.1% | 0.05% | $1,644.0万 | 2.9万股 | $387.3万 | 6,769股 | +2.2万股+331.16% | 加仓 |
| B百度BIDU |
| 0.1% | 0.18% | $1,568.9万 | 13.7万股 | $1,330.8万 | 11.9万股 | +1.8万股+14.93% | 加仓 |
 德州仪器TXN |
| 0.1% | 0.39% | $1,564.8万 | 5.2万股 | $2,954.0万 | 15.2万股 | -10.0万股-65.50% | 减仓 |
