| 序号 | 股票代码 | 股票简称 | 变动数量(股) | 变动市值(元) | 变动类型 |
| 1 | ORLY | 奥莱利 | 2,550.00 | 26,222,531.68 | 新增 |
| 2 | MRP | Millrose Properties Inc-A | 1,388.00 | 264,128.19 | 新增 |
| 3 | SBUX | 星巴克 | -15,505.00 | -7,743,469.49 | 减仓 |
| 4 | HD | 家得宝 | -2,296.00 | -11,588,129.65 | 减仓 |
| 5 | TJX | The TJX Companies Inc | -15,699.00 | -13,340,589.01 | 减仓 |
| 6 | NKE | 耐克 | -16,813.00 | -13,770,488.98 | 减仓 |
| 7 | LOW | 劳氏 | -7,930.00 | -16,571,325.09 | 减仓 |
| 8 | MCD | 麦当劳 | -10,467.00 | -18,118,934.95 | 减仓 |
| 9 | BKNG | Booking Holdings | -422.00 | -18,955,567.96 | 减仓 |
| 10 | AMZN | 亚马逊 | -19,760.00 | -69,067,849.49 | 减仓 |
| 11 | TSLA | 特斯拉 | -6,285.00 | -109,977,410.11 | 减仓 |
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