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