 AMD超威AMD |
| 6.69% | 3.61% | $6,779.2万 | 11.7万股 | $3,289.5万 | 16.2万股 | -4.5万股-27.83% | 减仓 |
| AAMCORAMCR |
| 5.13% | 4.87% | $5,200.2万 | 120.0万股 | $4,436.0万 | 111.6万股 | +8.4万股+7.49% | 加仓 |
 PPG工业PPG |
| 4.76% | 4.66% | $4,819.3万 | 39.7万股 | $4,246.7万 | 39.7万股 | 00.00% | 持仓不变 |
| GGE医疗GEHC |
| 4.04% | 1.65% | $4,088.2万 | 63.9万股 | $1,501.8万 | 21.1万股 | +42.8万股+202.71% | 加仓 |
 英伟达NVDA |
| 3.56% | 4.41% | $3,606.4万 | 18.0万股 | $4,013.6万 | 23.0万股 | -5.0万股-21.68% | 减仓 |
 家得宝HD |
| 3.48% | 2.63% | $3,523.9万 | 10.0万股 | $2,391.7万 | 7.3万股 | +2.7万股+37.40% | 加仓 |
 KT SPONSORED ADRKT |
| 3.34% | 4.59% | $3,378.8万 | 195.5万股 | $4,183.1万 | 195.0万股 | +5,200股+0.27% | 加仓 |
| IiShares安硕信托EIDO |
| 3.33% | 3.88% | $3,374.8万 | 298.4万股 | $3,535.2万 | 223.9万股 | +74.5万股+33.28% | 加仓 |
 iShares安硕·MBSACGL |
| 3.26% | 3.64% | $3,300.6万 | 34.9万股 | $3,315.7万 | 34.9万股 | 00.00% | 持仓不变 |
 OWENS CORNING NEW COMOC |
| 2.92% | 1.62% | $2,961.8万 | 18.6万股 | $1,472.1万 | 13.6万股 | +5.0万股+36.98% | 加仓 |
 联合健康UNH |
| 2.8% | 3.09% | $2,840.2万 | 6.8万股 | $2,818.3万 | 10.4万股 | -3.6万股-34.39% | 减仓 |
 空气化工APD |
| 2.8% | 3.08% | $2,834.5万 | 9.7万股 | $2,808.5万 | 9.7万股 | 00.00% | 持仓不变 |
| IiShares安硕·COREIJH |
| 2.73% | 2.66% | $2,768.2万 | 35.9万股 | $2,424.3万 | 35.9万股 | 00.00% | 持仓不变 |
 AMERICA MOVIL S A B DE FSPONSORED ADR 1 ADR REPS 20 ORD SHSAMX |
| 2.71% | 3.7% | $2,743.2万 | 105.6万股 | $3,370.5万 | 132.3万股 | -26.7万股-20.21% | 减仓 |
| MMIRUM PHARMACEUTICALSMIRM |
| 2.69% | 2.36% | $2,724.0万 | 23.3万股 | $2,149.5万 | 23.3万股 | 00.00% | 持仓不变 |
 DANAHER DEL COMDHR |
| 2.38% | 2.05% | $2,409.6万 | 12.7万股 | $1,869.5万 | 9.9万股 | +2.8万股+28.30% | 加仓 |
 TREVI THERAPEUTICSTRVI |
| 2.23% | 1.5% | $2,263.4万 | 121.4万股 | $1,363.5万 | 114.3万股 | +7.1万股+6.18% | 加仓 |
 Meta平台META |
| 2.08% | 0.95% | $2,104.5万 | 3.7万股 | $869.6万 | 1.5万股 | +2.2万股+145.79% | 加仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 1.94% | 1.86% | $1,969.5万 | 16.1万股 | $1,693.5万 | 16.1万股 | 00.00% | 持仓不变 |
 ABIVAXABVX |
| 1.87% | 1.58% | $1,893.4万 | 14.2万股 | $1,435.7万 | 12.9万股 | +1.3万股+10.19% | 加仓 |
| SSPDR道富系列信托XHB |
| 1.77% | 1.68% | $1,791.6万 | 15.5万股 | $1,530.6万 | 15.5万股 | 00.00% | 持仓不变 |
 JD COM INCJD |
| 1.63% | 2.11% | $1,655.4万 | 65.0万股 | $1,921.2万 | 65.0万股 | 00.00% | 持仓不变 |
 BridgeBioBBIO |
| 1.61% | 1.79% | $1,632.7万 | 21.9万股 | $1,627.9万 | 21.9万股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 1.57% | 1.5% | $1,585.4万 | 28.3万股 | $1,366.0万 | 28.3万股 | 00.00% | 持仓不变 |
 Pdd Holdings Inc ADRPDD |
| 1.56% | 1.72% | $1,584.3万 | 20.8万股 | $1,562.3万 | 15.3万股 | +5.5万股+35.84% | 加仓 |
 SCHOLAR ROCKSRRK |
| 1.55% | 1.54% | $1,570.2万 | 28.5万股 | $1,403.5万 | 28.5万股 | 00.00% | 持仓不变 |
 华纳兄弟探索WBD |
| 1.52% | 1.74% | $1,534.9万 | 57.6万股 | $1,581.0万 | 57.6万股 | 00.00% | 持仓不变 |
| IIMMUNOMEIMNM |
| 1.5% | 1.72% | $1,514.1万 | 71.5万股 | $1,562.7万 | 71.5万股 | 00.00% | 持仓不变 |
 XENON PHARMACEUTICALSXENE |
| 1.48% | 1.58% | $1,495.5万 | 24.8万股 | $1,440.8万 | 24.8万股 | 00.00% | 持仓不变 |
 IRENIREN |
| 1.33% | — | $1,348.9万 | 29.5万股 | $0 | 0股 | +29.5万股 | 新买入 |
| KKURA ONCOLOGYKURA |
| 1.27% | 0.95% | $1,288.8万 | 117.5万股 | $865.7万 | 106.5万股 | +11.0万股+10.33% | 加仓 |
| BBICARA THERAPEUTICSBCAX |
| 1.25% | 0.93% | $1,270.4万 | 42.8万股 | $851.1万 | 42.8万股 | 00.00% | 持仓不变 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 1.25% | 1.22% | $1,263.0万 | 23.9万股 | $1,109.3万 | 23.9万股 | 00.00% | 持仓不变 |
 霍尼韦尔HON |
| 1.22% | 2.08% | $1,234.8万 | 5.5万股 | $1,896.4万 | 8.4万股 | -2.9万股-34.27% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.2% | — | $1,219.3万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| VVOR BIOPHARMAVOR |
| 1.18% | — | $1,190.3万 | 64.7万股 | $0 | 0股 | +64.7万股 | 新买入 |
| FFLEXFLEX |
| 1.16% | — | $1,171.8万 | 7.2万股 | $0 | 0股 | +7.2万股 | 新买入 |
| CCRHCRH |
| 1.13% | — | $1,141.7万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
| SSAVARASVRA |
| 1.12% | 1.1% | $1,134.9万 | 184.2万股 | $1,005.9万 | 184.2万股 | 00.00% | 持仓不变 |
 CELCUITYCELC |
| 1.07% | 1.3% | $1,085.7万 | 10.4万股 | $1,184.5万 | 10.4万股 | 00.00% | 持仓不变 |
 BXPBXP |
| 0.8% | 0.69% | $808.5万 | 12.2万股 | $632.8万 | 12.2万股 | 00.00% | 持仓不变 |
 KILROY REALTYKRC |
| 0.78% | 0.65% | $789.9万 | 21.1万股 | $594.7万 | 21.1万股 | 00.00% | 持仓不变 |
 VAXCYTEPCVX |
| 0.71% | 0.78% | $714.6万 | 12.3万股 | $714.3万 | 12.3万股 | 00.00% | 持仓不变 |
 SL GREEN RLTYSLG |
| 0.68% | 0.55% | $686.0万 | 13.3万股 | $501.7万 | 13.6万股 | -3,316股-2.44% | 减仓 |
| ZZAI LAB LIMITED ADS EACH REP 10 ORD SHSZLAB |
| 0.65% | 0.72% | $658.3万 | 34.6万股 | $651.7万 | 34.6万股 | 00.00% | 持仓不变 |
| AABEONA THERAPEUTICS INC COM NEWABEO |
| 0.58% | 0.47% | $591.3万 | 95.7万股 | $428.6万 | 95.7万股 | 00.00% | 持仓不变 |
 VORNADO RLTY TRVNO |
| 0.56% | 0.41% | $565.1万 | 14.4万股 | $373.7万 | 14.4万股 | 00.00% | 持仓不变 |
 UNIQUREQURE |
| 0.53% | 0.21% | $532.0万 | 11.5万股 | $188.8万 | 11.5万股 | 00.00% | 持仓不变 |
| CCLIMB BIO INC COMCLYM |
| 0.46% | 0.32% | $470.3万 | 36.1万股 | $288.1万 | 42.1万股 | -6.0万股-14.24% | 减仓 |
 BIOCRYST PHARMACEUTICALSBCRX |
| 0.44% | — | $450.0万 | 45.0万股 | $0 | 0股 | +45.0万股 | 新买入 |
