| 股票代码 | 公司 | 2023 Q3 | 2023 Q4 | 2024 Q1 | 2024 Q2 | 2024 Q3 | 2024 Q4 |
|---|---|---|---|---|---|---|---|
| YMM | 满帮 | 9,897,464 | 9,897,464 | 15,598,269 | 26,985,624 | 24,217,383 | 26,019,803 |
| ZTO | 中通快递 | 7,339,443 | 7,009,372 | 5,159,677 | 5,013,897 | 5,983,473 | 6,617,077 |
| PDD | 拼多多 | 5,158,616 | 4,735,369 | 3,634,667 | 5,206,948 | 4,517,786 | 4,635,519 |
| NTES | 网易 | 2,280,533 | 2,785,653 | 2,567,653 | 3,819,507 | 3,278,597 | 3,632,870 |
| TAL | 好未來 | 1,365,500 | 2,175,597 | 2,966,397 | 3,252,897 | 3,320,955 | 3,320,955 |
| NBIS | NEBIUS | 3,159,776 | |||||
| DQ | 大全新能源 | 50,399 | 50,399 | 2,714,780 | |||
| QFIN | 奇富科技 | 2,446,922 | 2,446,922 | 3,441,922 | 3,417,122 | 3,417,122 | 2,688,992 |
| FUTU | 富途控股 | 1,502,767 | 1,999,467 | 2,220,167 | 2,330,725 | 1,884,567 | 1,282,934 |
| TSM | 台积电 | 84,300 | 1,552,616 | 2,717,559 | 1,722,314 | 1,244,950 | |
| EDU | 新东方 | 2,094,888 | 1,662,383 | 1,875,310 | 2,003,010 | 1,810,734 | 1,228,318 |
| DASH | Doordash | 1,187,384 | 1,178,626 | 1,617,126 | 1,266,026 | 1,032,907 | 1,032,907 |
| META | Meta | 1,245,702 | 1,245,702 | 1,264,066 | 1,161,741 | 863,521 | 878,964 |
| PBR | 巴西石油公司 | 789,700 | 789,700 | 789,700 | |||
| AS | 亚玛芬体育 | 772,805 | |||||
| AAPL | 苹果 | 165,600 | 756,708 | 744,308 | |||
| CSIQ | 阿特斯太阳能 | 695,861 | |||||
| JKS | 晶科能源 | 569,933 | 569,933 | 569,933 | 569,933 | 569,933 | 569,933 |
| BEKE | 贝壳 | 473,941 | 182,941 | 182,941 | 780,872 | 960,722 | 543,800 |
| RERE | 万物新生 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 | 525,000 |
| GOOGL | 谷歌A | 887,868 | 887,868 | 47,605 | 501,299 | ||
| TME | 腾讯音乐 | 1,460,000 | 1,501,678 | 2,969,203 | 484,586 | ||
| FWONK | 自由媒体集团 | 398,593 | |||||
| HDL | 特海国际 | 275,300 | 275,300 | 275,300 | |||
| UBER | 优步 | 873,200 | 303,200 | 343,800 | 238,979 | ||
| SE | Sea Limited | 77,092 | 86,500 | 212,569 | |||
| MSFT | 微软 | 1,180,611 | 1,180,611 | 904,769 | 905,853 | 117,401 | 177,933 |
| TCOM | 携程 | 102,500 | 231,400 | 231,565 | 175,236 | ||
| V | 维萨卡 | 45,500 | 45,500 | 115,000 | 115,000 | 115,000 | 115,000 |
| PFE | 辉瑞 | 92,600 | 74,200 | ||||
| LEGN | 传奇生物 | 66,109 | 66,109 | ||||
| NVDA | 英伟达 | 91,563 | 86,013 | 186,482 | 1,090,104 | 31,111 | 37,776 |
| AMZN | 亚马逊 | 22,370 | 32,064 | ||||
| BGNE | 百济神州 | 30,658 | 30,658 | ||||
| UNH | 联合健康 | 9,972 | 13,979 | 14,165 | |||
| REGN | 再生元制药 | 3,450 | |||||
| LI | 理想汽车 | 94,356 | 26,400 | ||||
| YI | 1药网 | 348,863 | 348,863 | 348,863 | 348,863 | ||
| ABBV | 艾伯维公司 | 12,200 | |||||
| MU | 美光科技 | 10,538 | 10,538 | 10,538 | 5,857 | 5,985 | |
| BZ | BOSS直聘 | 3,312,591 | 2,271,391 | 1,775,133 | |||
| MDB | MongoDB | 40,009 | |||||
| AMD | AMD | 140,500 | |||||
| BSX | 波士顿科学 | 48,134 | 48,134 | 97,634 | 41,634 | ||
| MNSO | 名创优品 | 157,600 | 157,600 | ||||
| SN | SHARKNINJA INC | 2,935,540 | |||||
| ALB | ALBEMARLE CORP | 17,300 | |||||
| JD | 京东 | 170,159 | |||||
| JNJ | 强生 | 12,200 | |||||
| ZLAB | 再鼎医药 | 15,100 | 15,100 | ||||
| DELL | 戴尔科技 | 7,500 | |||||
| MRK | 默沙东 | 35,374 | 35,374 | ||||
| SOXX | 半导体ETF | 202,260 | 60,600 | ||||
| XBI | 标普生物科技ETF | 184,400 | 127,800 | 127,800 | 70,400 | ||
| BABA | 阿里巴巴 | 57,106 | 241,402 | 246,016 | |||
| IQ | 爱奇艺 | 1,898,000 | 1,898,000 | ||||
| NVO | 诺和诺德 | 29,722 | 29,722 | ||||
| TMO | 赛默飞世尔科技 | 4,579 | 4,579 | 4,579 | 4,579 | ||
| ASML | 阿斯麦 | 22,437 | 22,437 | ||||
| QCOM | 高通 | 233,800 | |||||
| MOMO | 挚文集团 | 3,286,923 | 3,286,923 | 590,263 | 590,263 | ||
| TSLA | 特斯拉 | 52,300 | 52,300 | 7,891 | 2,359 | ||
| ABNB | 爱彼迎 | 76,846 | 80,698 | 76,846 | 52,200 |
