 台积电TSM |
| 24.32% | 16.6% | $2.38亿 | 49.9万股 | $1.51亿 | 44.7万股 | +5.2万股+11.64% | 加仓 |
 H WORLDHTHT |
| 17.2% | 21.48% | $1.68亿 | 403.5万股 | $1.95亿 | 388.2万股 | +15.3万股+3.95% | 加仓 |
 Pdd Holdings Inc ADRPDD |
| 16.86% | 24.3% | $1.65亿 | 216.3万股 | $2.21亿 | 216.2万股 | +1,803股+0.08% | 加仓 |
| KKANZHUN LIMITEDBZ |
| 15.51% | 6.32% | $1.52亿 | 1,179.8万股 | $5,741.0万 | 428.8万股 | +751.1万股+175.17% | 加仓 |
 TRIP COMTCOM |
| 4.21% | 3.7% | $4,119.8万 | 103.4万股 | $3,360.8万 | 67.5万股 | +35.9万股+53.20% | 加仓 |
 美光科技MU |
| 4.06% | 0.33% | $3,972.7万 | 3.4万股 | $303.2万 | 8,975股 | +2.5万股+283.48% | 加仓 |
| SSANDISK COMSNDK |
| 3.72% | 0.38% | $3,638.0万 | 1.6万股 | $348.1万 | 5,479股 | +1.1万股+192.02% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 3.61% | 3.16% | $3,533.3万 | 10.0万股 | $2,868.6万 | 10.0万股 | 00.00% | 持仓不变 |
| YYUM CHINAYUMC |
| 3.49% | 3.83% | $3,421.3万 | 83.7万股 | $3,482.9万 | 71.4万股 | +12.3万股+17.24% | 加仓 |
| KKEBEKE |
| 2.45% | 2.29% | $2,401.3万 | 165.3万股 | $2,083.0万 | 139.1万股 | +26.1万股+18.77% | 加仓 |
 英伟达NVDA |
| 1.64% | 5.56% | $1,600.7万 | 8.0万股 | $5,057.6万 | 29.0万股 | -21.0万股-72.41% | 减仓 |
| RRLX TECHNOLOGYRLX |
| 1.43% | 1.81% | $1,398.5万 | 736.1万股 | $1,649.1万 | 749.6万股 | -13.5万股-1.80% | 减仓 |
 NetEase, Inc. ADRNTES |
| 0.52% | 2.09% | $512.6万 | 4.0万股 | $1,903.0万 | 17.0万股 | -13.0万股-76.47% | 减仓 |
| IIQIYIIQ |
| 0.41% | 0.71% | $405.6万 | 390.0万股 | $648.0万 | 480.0万股 | -90.0万股-18.75% | 减仓 |
| YYATSEN HLDG LTDYSG |
| 0.17% | 0.18% | $168.0万 | 53.0万股 | $163.2万 | 53.0万股 | 00.00% | 持仓不变 |
 VertivVRT |
| 0.17% | — | $167.4万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 Weride IncWRD |
| 0.15% | — | $151.3万 | 26.0万股 | $0 | 0股 | +26.0万股 | 新买入 |
 VisaV |
| 0.05% | — | $48.7万 | 1,419股 | $0 | 0股 | +1,419股 | 新买入 |
 阿里巴巴BABA |
| 0.03% | — | $32.6万 | 3,399股 | $0 | 0股 | +3,399股 | 新买入 |
