 VIATRISVTRS |
| 8.24% | 6.5% | $1,589.8万 | 99.6万股 | $1,327.3万 | 99.6万股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 6.98% | 6.73% | $1,347.1万 | 55.9万股 | $1,374.4万 | 49.2万股 | +6.8万股+13.79% | 加仓 |
 MOHAWK INDSMHK |
| 6.9% | 4.12% | $1,330.2万 | 11.1万股 | $842.1万 | 8.6万股 | +2.5万股+29.51% | 加仓 |
 捷迈邦美ZBH |
| 6.84% | 6.69% | $1,319.0万 | 15.4万股 | $1,365.2万 | 15.4万股 | 00.00% | 持仓不变 |
| BBAXTER INTLBAX |
| 6.35% | 4.51% | $1,225.5万 | 56.8万股 | $920.0万 | 56.8万股 | 00.00% | 持仓不变 |
 CNH INDLCNH |
| 6.23% | 4.96% | $1,202.2万 | 105.0万股 | $1,011.7万 | 95.0万股 | +10.0万股+10.53% | 加仓 |
| CCONAGRA BRANDSCAG |
| 5.32% | 5.22% | $1,026.5万 | 75.4万股 | $1,065.2万 | 68.4万股 | +7.0万股+10.24% | 加仓 |
 纽威品牌NWL |
| 4.99% | 2.09% | $963.1万 | 158.0万股 | $427.2万 | 126.0万股 | +32.0万股+25.39% | 加仓 |
| VV FVFC |
| 4.36% | 2.28% | $840.7万 | 50.8万股 | $466.1万 | 28.0万股 | +22.8万股+81.44% | 加仓 |
 PAYPAL COMPYPL |
| 4.23% | 4.24% | $815.9万 | 19.2万股 | $865.0万 | 19.2万股 | 00.00% | 持仓不变 |
 EASTMAN CHEMEMN |
| 4.02% | 4.29% | $775.0万 | 11.7万股 | $875.9万 | 11.7万股 | 00.00% | 持仓不变 |
 HALLIBURTON COMHAL |
| 3.78% | 4.18% | $728.3万 | 21.2万股 | $853.8万 | 21.2万股 | 00.00% | 持仓不变 |
 MobileyeMBLY |
| 3.63% | 2.02% | $699.4万 | 76.4万股 | $412.7万 | 61.1万股 | +15.3万股+25.04% | 加仓 |
| MMANPOWERGROUP WISMAN |
| 3.46% | 2.87% | $667.6万 | 19.7万股 | $585.0万 | 19.7万股 | 00.00% | 持仓不变 |
 VESTISVSTS |
| 3.31% | 1.68% | $638.6万 | 44.2万股 | $342.4万 | 44.2万股 | 00.00% | 持仓不变 |
| RROBERT HALFRHI |
| 3.26% | 2.54% | $628.4万 | 20.3万股 | $517.9万 | 20.3万股 | 00.00% | 持仓不变 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 3.16% | — | $610.5万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
 英特尔INTC |
| 3.11% | 4.88% | $600.9万 | 4.3万股 | $995.9万 | 23.4万股 | -19.1万股-81.61% | 减仓 |
 西方石油OXY |
| 2.84% | 6.87% | $548.3万 | 11.1万股 | $1,402.8万 | 20.8万股 | -9.8万股-46.78% | 减仓 |
| R力拓BBP |
| 2.66% | 6.08% | $513.8万 | 5.4万股 | $1,241.7万 | 13.5万股 | -8.1万股-59.97% | 减仓 |
 美铝AA |
| 2.39% | 2.85% | $461.3万 | 8.7万股 | $581.9万 | 8.7万股 | 00.00% | 持仓不变 |
 CELANESE DELCE |
| 1.96% | 2.7% | $378.7万 | 8.2万股 | $551.8万 | 8.2万股 | 00.00% | 持仓不变 |
 WHIRLPOOL COMWHR |
| 1.84% | 1.47% | $354.4万 | 9.4万股 | $299.1万 | 5.7万股 | +3.7万股+65.61% | 加仓 |
| AAXCELIS TECHNOLOGIESACLS |
| 0.13% | 2.27% | $25.1万 | 1,341股 | $462.7万 | 5.2万股 | -5.0万股-97.40% | 减仓 |
