| SSANDISK COMSNDK |
| 8.61% | 3.93% | $2,869.9万 | 1.3万股 | $1,053.7万 | 1.7万股 | -3,963股-23.90% | 减仓 |
 西部数据WDC |
| 7.08% | 4.9% | $2,360.6万 | 3.7万股 | $1,311.9万 | 4.9万股 | -1.2万股-23.80% | 减仓 |
| SSEI QIMSEIM |
| 6.75% | 6.23% | $2,250.4万 | 40.1万股 | $1,669.9万 | 36.7万股 | +3.4万股+9.32% | 加仓 |
| SSEI QIMSEIV |
| 6.58% | 6.49% | $2,191.6万 | 45.7万股 | $1,738.1万 | 41.8万股 | +3.8万股+9.17% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSSEIE |
| 6.25% | 6.42% | $2,081.4万 | 58.6万股 | $1,720.1万 | 52.8万股 | +5.9万股+11.13% | 加仓 |
| FFLEXFLEX |
| 6.07% | 3.58% | $2,022.6万 | 12.5万股 | $960.2万 | 14.7万股 | -2.2万股-14.92% | 减仓 |
| SSEI EXCHANGE TRADED FUNDSSEIS |
| 3.47% | 3.2% | $1,157.0万 | 34.5万股 | $857.2万 | 31.0万股 | +3.5万股+11.16% | 加仓 |
| SSEI EXCHANGE TRADED FUNDSSEEM |
| 3.17% | 2.95% | $1,056.4万 | 26.3万股 | $790.5万 | 24.1万股 | +2.2万股+9.14% | 加仓 |
| SSEI QIMSEIQ |
| 2.95% | 2.97% | $983.2万 | 24.9万股 | $795.3万 | 21.8万股 | +3.1万股+14.22% | 加仓 |
 康明斯CMI |
| 2.09% | 2.24% | $696.0万 | 9,758股 | $599.1万 | 1.1万股 | -1,377股-12.37% | 减仓 |
 F5FFIV |
| 2% | 2.03% | $666.8万 | 1.6万股 | $542.8万 | 1.9万股 | -2,728股-14.54% | 减仓 |
 PALO ALTOPANW |
| 1.59% | 1.2% | $528.5万 | 1.5万股 | $322.2万 | 2.0万股 | -4,600股-22.89% | 减仓 |
| SSEI EXCHANGE TRADED FUNDSLEND |
| 1.53% | — | $509.8万 | 20.3万股 | $0 | 0股 | +20.3万股 | 新买入 |
| IINTERDIGITALIDCC |
| 1.49% | 2.17% | $497.2万 | 1.8万股 | $582.2万 | 1.9万股 | -1,718股-8.91% | 减仓 |
| CCORCEPT THERAPEUTICSCORT |
| 1.45% | 1.02% | $483.0万 | 5.6万股 | $274.5万 | 6.8万股 | -1.3万股-18.41% | 减仓 |
 艾伯维ABBV |
| 1.39% | 1.75% | $461.9万 | 1.8万股 | $468.6万 | 2.2万股 | -3,192股-14.81% | 减仓 |
 飞塔FTNT |
| 1.36% | 1.14% | $454.4万 | 3.0万股 | $305.7万 | 3.7万股 | -7,824股-20.92% | 减仓 |
 S & T BANCORPSTBA |
| 1.31% | 1.39% | $436.6万 | 8.9万股 | $372.2万 | 8.9万股 | -41股-0.05% | 减仓 |
 CencoraCOR |
| 1.17% | 1.9% | $390.1万 | 1.4万股 | $509.4万 | 1.6万股 | -2,432股-15.00% | 减仓 |
 TD SYNNEXSNX |
| 1.16% | 1.15% | $387.5万 | 1.4万股 | $307.7万 | 1.8万股 | -3,744股-20.53% | 减仓 |
 AXOS FINANCIALAX |
| 1.07% | 1.35% | $355.0万 | 3.6万股 | $361.8万 | 4.3万股 | -6,063股-14.26% | 减仓 |
| G通用动力VTI |
| 1.04% | 1.13% | $347.7万 | 9,397股 | $301.5万 | 9,397股 | 00.00% | 持仓不变 |
| V先锋领航指数基金VOO |
| 0.95% | 0.93% | $317.7万 | 8,055股 | $248.9万 | 4,165股 | +3,890股+93.40% | 加仓 |
 微软MSFT |
| 0.94% | 1.29% | $314.4万 | 8,428股 | $345.6万 | 9,337股 | -909股-9.74% | 减仓 |
 AECOMACM |
| 0.87% | 1.53% | $288.8万 | 4.1万股 | $408.6万 | 4.8万股 | -6,797股-14.11% | 减仓 |
 伯克希尔哈撒韦BRK.B |
| 0.84% | 1.22% | $278.6万 | 5,567股 | $328.1万 | 6,846股 | -1,279股-18.68% | 减仓 |
 CF INDSCF |
| 0.82% | 1.44% | $272.4万 | 2.5万股 | $384.5万 | 3.0万股 | -4,453股-15.04% | 减仓 |
| V先锋领航STAR基金VXUS |
| 0.81% | 0.91% | $269.4万 | 3.2万股 | $243.0万 | 3.2万股 | 00.00% | 持仓不变 |
 HUNTINGTON INGALLS INDS COMHII |
| 0.78% | 1.59% | $260.9万 | 9,321股 | $425.4万 | 1.1万股 | -1,877股-16.76% | 减仓 |
 CARGURUSCARG |
| 0.68% | 1.08% | $225.0万 | 6.6万股 | $290.4万 | 8.5万股 | -1.9万股-22.61% | 减仓 |
 英特尔INTC |
| 0.64% | 0.29% | $213.1万 | 1.5万股 | $77.9万 | 1.8万股 | -2,383股-13.50% | 减仓 |
| FFTI CONSULTINGFCN |
| 0.64% | 1.09% | $212.4万 | 1.4万股 | $292.6万 | 1.7万股 | -2,300股-13.90% | 减仓 |
| TTETRA TECH NEWTTEK |
| 0.63% | 0.93% | $210.5万 | 7.3万股 | $248.4万 | 8.2万股 | -9,611股-11.65% | 减仓 |
 SUPERNUS PHARMACEUTICALSSUPN |
| 0.61% | 1.01% | $204.1万 | 4.4万股 | $271.3万 | 5.2万股 | -8,597股-16.38% | 减仓 |
 CVS健康CVS |
| 0.6% | 0.73% | $201.4万 | 1.9万股 | $195.2万 | 2.7万股 | -7,708股-28.36% | 减仓 |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 0.57% | 1.01% | $188.7万 | 11.0万股 | $269.7万 | 16.2万股 | -5.2万股-32.07% | 减仓 |
| HHURON CONSULTINGHURN |
| 0.57% | 1.19% | $188.6万 | 2.1万股 | $318.1万 | 2.5万股 | -4,029股-16.15% | 减仓 |
| IiShares安硕信托IVV |
| 0.56% | 0.61% | $185.6万 | 2,478股 | $162.5万 | 2,488股 | -10股-0.40% | 减仓 |
 LANTHEUSLNTH |
| 0.54% | 0.62% | $180.4万 | 1.6万股 | $167.1万 | 2.2万股 | -5,763股-26.16% | 减仓 |
 威瑞森VZ |
| 0.53% | 0.91% | $177.2万 | 4.2万股 | $243.1万 | 4.8万股 | -6,577股-13.58% | 减仓 |
 英伟达NVDA |
| 0.51% | 0.53% | $169.2万 | 8,454股 | $142.9万 | 8,192股 | +262股+3.20% | 加仓 |
 埃克森美孚XOM |
| 0.49% | 0.71% | $163.8万 | 1.2万股 | $190.7万 | 1.1万股 | +739股+6.58% | 加仓 |
 苹果AAPL |
| 0.49% | 0.46% | $162.1万 | 5,601股 | $123.3万 | 4,857股 | +744股+15.32% | 加仓 |
 CRANECR |
| 0.46% | 0.44% | $154.9万 | 6,945股 | $118.8万 | 6,945股 | 00.00% | 持仓不变 |
 SYNCHRONY FINANCIAL COMSYF |
| 0.46% | 0.57% | $152.5万 | 2.0万股 | $152.0万 | 2.2万股 | -2,293股-10.26% | 减仓 |
 ZIFF DAVISZD |
| 0.44% | 0.6% | $147.4万 | 2.8万股 | $160.6万 | 3.8万股 | -1.0万股-26.49% | 减仓 |
 POLARISPII |
| 0.41% | 0.52% | $135.4万 | 2.0万股 | $138.6万 | 2.5万股 | -5,648股-22.21% | 减仓 |
 HERCULES CAPITALHTGC |
| 0.39% | 0.59% | $129.6万 | 8.2万股 | $157.0万 | 10.6万股 | -2.4万股-22.71% | 减仓 |
| CCB FINL SVCS INC COMCBFV |
| 0.38% | 0.43% | $127.5万 | 3.4万股 | $115.0万 | 3.4万股 | 00.00% | 持仓不变 |
| LLITHIA MTRSLAD |
| 0.34% | 0.51% | $111.8万 | 3,850股 | $135.4万 | 5,423股 | -1,573股-29.01% | 减仓 |
