 GOLAR LNG LTD SHSGLNG |
| 43.99% | 49.7% | $7,070.7万 | 141.9万股 | $7,676.3万 | 141.9万股 | +44股+0.00% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 7.42% | 6.28% | $1,193.3万 | 3.4万股 | $970.0万 | 3.4万股 | -40股-0.12% | 减仓 |
 iShares安硕·MBSACGL |
| 4.48% | 4.61% | $720.7万 | 7.4万股 | $712.7万 | 7.4万股 | +3股+0.00% | 加仓 |
 MADISON SQUARE GARDEN SPCLASS AMSGS |
| 4.22% | 4.75% | $678.1万 | 1.7万股 | $733.4万 | 2.3万股 | -5,942股-26.04% | 减仓 |
 IQVIAIQV |
| 3.03% | 2.3% | $487.8万 | 2.5万股 | $354.8万 | 2.1万股 | +4,438股+21.33% | 加仓 |
| VVIASATVSAT |
| 2.58% | 2.55% | $414.3万 | 4.6万股 | $393.2万 | 8.6万股 | -4.0万股-46.27% | 减仓 |
 BROOKFIELD RENEWABLEBEPC |
| 2.34% | 2.62% | $376.1万 | 10.1万股 | $404.7万 | 10.2万股 | -290股-0.29% | 减仓 |
| PPRIMO BRANDSPRMB |
| 2.32% | 1.86% | $372.5万 | 15.2万股 | $287.0万 | 15.2万股 | +22股+0.01% | 加仓 |
| BBAXTER INTLBAX |
| 1.8% | — | $290.1万 | 13.6万股 | $0 | 0股 | +13.6万股 | 新买入 |
 优步UBER |
| 1.58% | 1.43% | $253.3万 | 3.5万股 | $220.8万 | 3.1万股 | +4,403股+14.34% | 加仓 |
 伯克希尔哈撒韦BRK.B |
| 1.56% | 1.56% | $250.3万 | 5,002股 | $240.8万 | 5,025股 | -23股-0.46% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.53% | 1.65% | $246.6万 | 2.1万股 | $254.3万 | 2.1万股 | +3股+0.01% | 加仓 |
| FFiservFISV |
| 1.37% | 1.25% | $220.4万 | 4.5万股 | $193.0万 | 3.5万股 | +1.0万股+29.94% | 加仓 |
| IIBMIBM |
| 1.32% | 1.19% | $212.8万 | 7,569股 | $183.5万 | 7,569股 | 00.00% | 持仓不变 |
 AECOMACM |
| 1.22% | 1.55% | $196.8万 | 2.8万股 | $239.1万 | 2.8万股 | 00.00% | 持仓不变 |
 万事达MA |
| 1.12% | 0.88% | $179.7万 | 3,498股 | $136.4万 | 2,729股 | +769股+28.18% | 加仓 |
| FFLEXFLEX |
| 1.06% | 0.45% | $170.6万 | 1.1万股 | $68.9万 | 1.1万股 | 00.00% | 持仓不变 |
 GRAHAMGHC |
| 1.04% | 1.01% | $167.9万 | 1,471股 | $155.5万 | 1,471股 | 00.00% | 持仓不变 |
| UUnityU |
| 1.04% | — | $167.3万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
| WWALKER & DUNLOP INC COMWD |
| 1.03% | 0.87% | $165.9万 | 3.0万股 | $134.6万 | 3.0万股 | 00.00% | 持仓不变 |
 艾伯维ABBV |
| 1.01% | 0.91% | $162.3万 | 6,451股 | $140.6万 | 6,463股 | -12股-0.19% | 减仓 |
 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 0.94% | — | $150.6万 | 4.4万股 | $0 | 0股 | +4.4万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 0.87% | 1.15% | $140.5万 | 8,375股 | $176.9万 | 8,424股 | -49股-0.58% | 减仓 |
| AAMRIZE SHSAMRZ |
| 0.86% | 0.41% | $137.7万 | 2.6万股 | $63.8万 | 1.1万股 | +1.4万股+126.96% | 加仓 |
 SCHEIN HENRYHSIC |
| 0.84% | 0.79% | $134.7万 | 1.6万股 | $121.5万 | 1.6万股 | -365股-2.21% | 减仓 |
| RREMITLY GLOBALRELY |
| 0.82% | 0.85% | $131.5万 | 5.9万股 | $131.3万 | 8.4万股 | -2.5万股-29.99% | 减仓 |
 赛富时CRM |
| 0.82% | 1.01% | $131.2万 | 8,349股 | $155.8万 | 8,348股 | +1股+0.01% | 加仓 |
 联邦快递FDX |
| 0.77% | 0.91% | $124.1万 | 3,947股 | $141.2万 | 3,947股 | 00.00% | 持仓不变 |
 VISTEONVC |
| 0.71% | 0.96% | $113.9万 | 1.1万股 | $147.7万 | 1.6万股 | -4,726股-29.16% | 减仓 |
| FFRESHWORKSFRSH |
| 0.7% | 0.6% | $112.9万 | 11.2万股 | $92.1万 | 11.5万股 | -3,131股-2.73% | 减仓 |
| SSPDR标普500 ETFSPY |
| 0.66% | 0.6% | $106.3万 | 1,423股 | $92.5万 | 1,423股 | 00.00% | 持仓不变 |
| DDELL TECHNOLOGIES INC CLASS CDELL |
| 0.61% | 0.24% | $97.6万 | 2,262股 | $37.1万 | 2,262股 | 00.00% | 持仓不变 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 0.56% | 0.41% | $90.2万 | 5,523股 | $63.8万 | 5,532股 | -9股-0.16% | 减仓 |
 OSHKOSHOSK |
| 0.55% | 0.55% | $88.5万 | 5,765股 | $84.9万 | 5,765股 | 00.00% | 持仓不变 |
 Host酒店HST |
| 0.44% | 0.36% | $70.5万 | 2.9万股 | $55.4万 | 2.9万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.44% | 0.4% | $70.3万 | 2,951股 | $61.4万 | 2,950股 | +1股+0.03% | 加仓 |
 罗克韦尔自动化ROK |
| 0.38% | 0.28% | $60.5万 | 1,223股 | $43.9万 | 1,223股 | 00.00% | 持仓不变 |
 PARK HOTELS & RESORTSPK |
| 0.33% | 0.25% | $52.3万 | 3.6万股 | $39.0万 | 3.6万股 | -90股-0.25% | 减仓 |
 CHUBB LIMITEDCB |
| 0.32% | 0.32% | $51.3万 | 1,500股 | $49.0万 | 1,500股 | 00.00% | 持仓不变 |
 杜邦DD |
| 0.31% | 0.33% | $49.9万 | 3,681股 | $50.7万 | 1.1万股 | -7,387股-66.74% | 减仓 |
 霍尼韦尔HON |
| 0.28% | 0.6% | $45.7万 | 2,042股 | $92.5万 | 4,094股 | -2,052股-50.12% | 减仓 |
| HHONEYWELL AEROSPACE INCHONA |
| 0.28% | — | $45.1万 | 2,042股 | $0 | 0股 | +2,042股 | 新买入 |
 VanEck ETF信托SMH |
| 0.26% | — | $41.4万 | 631股 | $0 | 0股 | +631股 | 新买入 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.19% | — | $29.8万 | 1,972股 | $0 | 0股 | +1,972股 | 新买入 |
