 AERCAP SHSAER |
| 2.59% | 2.44% | $1.44亿 | 98.8万股 | $1.39亿 | 101.3万股 | -2.5万股-2.49% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 1.99% | 1.71% | $1.11亿 | 239.4万股 | $9,744.3万 | 244.5万股 | -5.1万股-2.08% | 减仓 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 1.49% | 1.61% | $8,299.3万 | 63.1万股 | $9,163.7万 | 64.1万股 | -1.0万股-1.56% | 减仓 |
 KRAFT HEINZ COMKHC |
| 1.48% | 1.57% | $8,258.9万 | 349.7万股 | $8,977.9万 | 399.2万股 | -49.5万股-12.41% | 减仓 |
 EVERGY COMEVRG |
| 1.44% | 1.49% | $8,022.9万 | 92.8万股 | $8,490.5万 | 103.6万股 | -10.8万股-10.44% | 减仓 |
| AAlphabet Inc Class CGOOG |
| 1.36% | 1.13% | $7,601.3万 | 21.5万股 | $6,460.9万 | 22.5万股 | -1.0万股-4.48% | 减仓 |
 道明尼能源D |
| 1.32% | 1.72% | $7,346.5万 | 107.6万股 | $9,832.5万 | 159.1万股 | -51.5万股-32.36% | 减仓 |
 LKQLKQ |
| 1.26% | 1.57% | $7,029.7万 | 267.0万股 | $8,944.7万 | 304.6万股 | -37.6万股-12.34% | 减仓 |
 GRAPHIC PACKAGINGGPK |
| 1.23% | 1.31% | $6,871.7万 | 650.1万股 | $7,445.1万 | 749.0万股 | -98.9万股-13.20% | 减仓 |
 Markel Group Inc.MKL |
| 1.18% | 1.17% | $6,577.0万 | 3.4万股 | $6,688.0万 | 3.5万股 | -1,265股-3.62% | 减仓 |
 CHARTER COMMUNICATIONSCHTR |
| 1.18% | 1.07% | $6,555.7万 | 46.1万股 | $6,089.7万 | 28.2万股 | +17.9万股+63.42% | 加仓 |
 CROWN CASTLE COMCCI |
| 1.16% | 1.3% | $6,460.2万 | 85.3万股 | $7,421.5万 | 91.3万股 | -6.0万股-6.54% | 减仓 |
 VONTIER COMVNT |
| 1.13% | 1.06% | $6,287.0万 | 216.8万股 | $6,019.2万 | 169.7万股 | +47.1万股+27.75% | 加仓 |
 美盛MOS |
| 1.13% | 1.36% | $6,275.2万 | 296.1万股 | $7,744.4万 | 303.7万股 | -7.6万股-2.49% | 减仓 |
| FFiservFISV |
| 1.12% | 1% | $6,230.9万 | 127.0万股 | $5,731.6万 | 102.7万股 | +24.3万股+23.67% | 加仓 |
 FIRST CTZNS BANCSHARES DFCNCA |
| 1.09% | 1.32% | $6,078.2万 | 2.9万股 | $7,524.7万 | 4.0万股 | -1.1万股-26.84% | 减仓 |
 西方石油OXY |
| 1.08% | 0.47% | $6,009.9万 | 123.7万股 | $2,666.5万 | 41.0万股 | +82.7万股+201.63% | 加仓 |
 IQVIAIQV |
| 1.07% | 0.92% | $5,980.8万 | 31.0万股 | $5,260.7万 | 30.8万股 | +1,061股+0.34% | 加仓 |
| SSS&C TECHSSNC |
| 1.06% | 1.11% | $5,918.3万 | 95.4万股 | $6,346.7万 | 93.9万股 | +1.5万股+1.55% | 加仓 |
 SCHEIN HENRYHSIC |
| 1.06% | 1.04% | $5,896.5万 | 70.6万股 | $5,934.9万 | 80.5万股 | -9.9万股-12.33% | 减仓 |
| V先锋领航·SMALLVBR |
| 1.03% | 0.91% | $5,732.2万 | 23.6万股 | $5,166.8万 | 23.8万股 | -1,924股-0.81% | 减仓 |
 CDWCDW |
| 1.02% | 0.53% | $5,706.6万 | 40.6万股 | $3,050.2万 | 25.2万股 | +15.4万股+60.99% | 加仓 |
| BBAXTER INTLBAX |
| 1% | 0.88% | $5,582.5万 | 261.8万股 | $5,036.0万 | 299.8万股 | -37.9万股-12.65% | 减仓 |
 ZOETIS CL AZTS |
| 0.99% | — | $5,510.2万 | 76.7万股 | $0 | 0股 | +76.7万股 | 新买入 |
 捷迈邦美ZBH |
| 0.98% | 0.95% | $5,452.0万 | 63.3万股 | $5,410.0万 | 59.8万股 | +3.5万股+5.84% | 加仓 |
 U HAUL HOLDINGSCL |
| 0.97% | 1.1% | $5,390.6万 | 93.4万股 | $6,290.6万 | 140.8万股 | -47.4万股-33.66% | 减仓 |
 GAMING &LEISURE PGLPI |
| 0.96% | 1.04% | $5,348.3万 | 120.1万股 | $5,927.9万 | 133.6万股 | -13.5万股-10.10% | 减仓 |
 EXPAND ENERGYEXE |
| 0.94% | 0.89% | $5,244.5万 | 57.5万股 | $5,074.1万 | 46.2万股 | +11.3万股+24.43% | 加仓 |
 MOLSON COORS BEVERAGE CL BTAP |
| 0.94% | 1.18% | $5,220.2万 | 134.0万股 | $6,713.6万 | 155.9万股 | -21.9万股-14.06% | 减仓 |
| CCONAGRA BRANDSCAG |
| 0.92% | 1.17% | $5,136.9万 | 381.6万股 | $6,685.0万 | 425.3万股 | -43.6万股-10.26% | 减仓 |
| LLITHIA MTRSLAD |
| 0.92% | 0.79% | $5,127.8万 | 17.7万股 | $4,481.9万 | 17.9万股 | -2,954股-1.65% | 减仓 |
 CoStarCSGP |
| 0.89% | 0.44% | $4,939.1万 | 174.4万股 | $2,481.9万 | 61.5万股 | +112.9万股+183.47% | 加仓 |
| PPEOPLE INCPPLI |
| 0.88% | 1.28% | $4,907.2万 | 106.3万股 | $7,289.7万 | 182.1万股 | -75.8万股-41.62% | 减仓 |
| V先锋领航市政债券基金VTEB |
| 0.87% | 0.85% | $4,865.9万 | 96.2万股 | $4,855.6万 | 97.3万股 | -1.1万股-1.16% | 减仓 |
 GLOBAL PMTS COMGPN |
| 0.86% | 0.96% | $4,813.5万 | 66.3万股 | $5,453.5万 | 81.0万股 | -14.7万股-18.14% | 减仓 |
 苹果AAPL |
| 0.85% | 0.74% | $4,758.5万 | 16.4万股 | $4,248.2万 | 16.7万股 | -2,940股-1.76% | 减仓 |
| AAmentum Ordinary SharesAMTM |
| 0.85% | 0.7% | $4,716.8万 | 228.2万股 | $3,979.5万 | 152.6万股 | +75.6万股+49.55% | 加仓 |
| HHF SINCLAIRDINO |
| 0.83% | 1.14% | $4,609.9万 | 66.2万股 | $6,475.3万 | 103.8万股 | -37.6万股-36.23% | 减仓 |
| T泰森食品TSN |
| 0.8% | 0.9% | $4,450.6万 | 77.7万股 | $5,145.7万 | 80.3万股 | -2.6万股-3.20% | 减仓 |
 RYAN SPECIALTYRYAN |
| 0.8% | — | $4,438.8万 | 117.6万股 | $0 | 0股 | +117.6万股 | 新买入 |
| O宏盟集团OMC |
| 0.78% | 0.78% | $4,356.2万 | 59.8万股 | $4,472.8万 | 59.4万股 | +4,221股+0.71% | 加仓 |
 CENTENE DEL COMCNC |
| 0.78% | 0.89% | $4,333.5万 | 67.5万股 | $5,063.3万 | 154.7万股 | -87.1万股-56.35% | 减仓 |
 THE CAMPBELLSCPB |
| 0.77% | 0.75% | $4,306.7万 | 193.4万股 | $4,293.8万 | 192.8万股 | +5,798股+0.30% | 加仓 |
 MATCH NEWMTCH |
| 0.77% | 0.97% | $4,302.4万 | 113.1万股 | $5,551.7万 | 180.8万股 | -67.7万股-37.45% | 减仓 |
| AAPTIVAPTV |
| 0.77% | 0.62% | $4,295.1万 | 70.0万股 | $3,556.7万 | 51.2万股 | +18.8万股+36.62% | 加仓 |
 FLUORFLR |
| 0.76% | 0.6% | $4,232.8万 | 80.8万股 | $3,450.6万 | 74.0万股 | +6.8万股+9.23% | 加仓 |
 富达·NATL FINL INCFNF |
| 0.75% | 0.82% | $4,161.4万 | 88.2万股 | $4,673.5万 | 100.8万股 | -12.5万股-12.43% | 减仓 |
 HALLIBURTON COMHAL |
| 0.74% | 0.89% | $4,149.5万 | 122.2万股 | $5,079.9万 | 130.3万股 | -8.1万股-6.19% | 减仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 0.73% | 0.98% | $4,086.9万 | 105.5万股 | $5,577.4万 | 90.9万股 | +14.6万股+16.07% | 加仓 |
 OGE ENERGYOGE |
| 0.73% | 0.74% | $4,063.1万 | 83.5万股 | $4,198.6万 | 87.5万股 | -4.0万股-4.62% | 减仓 |
