 泛林集团LRCX |
| 32.55% | 24.62% | $9,871.3万 | 22.8万股 | $4,877.9万 | 22.8万股 | -500股-0.22% | 减仓 |
 应用材料AMAT |
| 12.95% | 9.96% | $3,925.9万 | 5.4万股 | $1,974.1万 | 5.8万股 | -3,458股-5.99% | 减仓 |
| MMUELLER INDSMLI |
| 9.46% | 12.77% | $2,867.6万 | 23.3万股 | $2,530.4万 | 22.8万股 | +4,900股+2.15% | 加仓 |
| WWILLIS LEASE FINWLFC |
| 8.16% | 9.06% | $2,474.7万 | 10.8万股 | $1,794.9万 | 10.5万股 | +2,739股+2.60% | 加仓 |
| JJACKSON FINANCIALJXN |
| 8.02% | 12.37% | $2,431.4万 | 23.7万股 | $2,451.0万 | 23.2万股 | +5,623股+2.43% | 加仓 |
| GGARRETT MOTIONGTX |
| 6.66% | 4.99% | $2,018.4万 | 55.7万股 | $988.0万 | 54.4万股 | +1.3万股+2.46% | 加仓 |
 AERCAP SHSAER |
| 6.24% | 7.2% | $1,893.3万 | 13.0万股 | $1,427.2万 | 10.4万股 | +2.6万股+24.83% | 加仓 |
| EEQUITABLEEQH |
| 5.48% | 6.94% | $1,663.2万 | 37.9万股 | $1,374.8万 | 37.0万股 | +8,565股+2.31% | 加仓 |
 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB |
| 2.41% | 3.92% | $731.1万 | 20.8万股 | $777.1万 | 20.8万股 | 00.00% | 持仓不变 |
| BBRIGHTHOUSE FINL INC COMBHF |
| 1.25% | 0.75% | $378.6万 | 6.0万股 | $149.6万 | 2.5万股 | +3.5万股+139.40% | 加仓 |
| IITURAN LOCATION AND CONTROL SHSITRN |
| 1.24% | 1.52% | $375.6万 | 6.2万股 | $301.7万 | 6.2万股 | 00.00% | 持仓不变 |
 百时美施贵宝BMY |
| 1.11% | 1.79% | $336.1万 | 5.8万股 | $353.8万 | 5.8万股 | 00.00% | 持仓不变 |
 英伟达NVDA |
| 1.07% | — | $323.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 VOYA FINANCIALVOYA |
| 1.04% | 1.16% | $316.1万 | 3.5万股 | $230.0万 | 3.4万股 | +1,257股+3.73% | 加仓 |
 DOUBLEDOWN INTERACTIVE LTDDI |
| 0.75% | — | $227.4万 | 19.8万股 | $0 | 0股 | +19.8万股 | 新买入 |
 STELLANTIS N.V SHSSTLA |
| 0.28% | 0.54% | $85.8万 | 15.0万股 | $106.5万 | 15.0万股 | -682股-0.45% | 减仓 |
 艾伯维ABBV |
| 0.28% | 0.37% | $85.2万 | 3,384股 | $73.6万 | 3,384股 | 00.00% | 持仓不变 |
 HOPE BANCORPHOPE |
| 0.27% | 0.33% | $81.0万 | 5.9万股 | $66.1万 | 5.9万股 | 00.00% | 持仓不变 |
 NUTRIENNTR |
| 0.23% | 0.43% | $68.8万 | 1.1万股 | $84.2万 | 1.1万股 | -235股-2.11% | 减仓 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.17% | 0.42% | $52.6万 | 9,992股 | $82.9万 | 1.0万股 | -293股-2.85% | 减仓 |
 德文能源DVN |
| 0.14% | 0.25% | $41.2万 | 9,965股 | $50.1万 | 9,965股 | 00.00% | 持仓不变 |
 特灵科技TT |
| 0.11% | 0.14% | $33.7万 | 687股 | $28.6万 | 687股 | 00.00% | 持仓不变 |
 洛克希德马丁LMT |
| 0.07% | 0.15% | $21.8万 | 428股 | $29.7万 | 491股 | -63股-12.83% | 减仓 |
 MICROCHIP TECHNOLOGYMCHP |
| 0.07% | — | $20.0万 | 2,194股 | $0 | 0股 | +2,194股 | 新买入 |
