 联合太平洋铁路UNP |
| 6.85% | 6.91% | $5,575.2万 | 20.5万股 | $5,271.0万 | 21.7万股 | -1.2万股-5.65% | 减仓 |
 谷歌AGOOGL |
| 5.55% | 5.52% | $4,519.8万 | 12.6万股 | $4,208.7万 | 14.6万股 | -2.0万股-13.59% | 减仓 |
| DDIEBOLD NIXDORFDBD |
| 4.9% | 4.54% | $3,989.0万 | 46.9万股 | $3,463.5万 | 45.9万股 | +1.0万股+2.20% | 加仓 |
 通用汽车GM |
| 4.04% | 4.17% | $3,291.6万 | 42.7万股 | $3,182.2万 | 42.7万股 | -100股-0.02% | 减仓 |
 苹果AAPL |
| 3.26% | 3.22% | $2,654.6万 | 9.2万股 | $2,456.6万 | 9.7万股 | -5,055股-5.22% | 减仓 |
 CROWN CASTLE COMCCI |
| 2.6% | 3.05% | $2,113.1万 | 27.9万股 | $2,330.6万 | 28.7万股 | -7,600股-2.65% | 减仓 |
 OSHKOSHOSK |
| 2.52% | 2.59% | $2,050.2万 | 13.4万股 | $1,978.2万 | 13.4万股 | -800股-0.60% | 减仓 |
 SBA通信SBAC |
| 2.36% | 2.57% | $1,921.3万 | 10.9万股 | $1,957.8万 | 11.4万股 | -4,870股-4.28% | 减仓 |
 OWENS CORNING NEW COMOC |
| 2.23% | 1.85% | $1,819.1万 | 11.4万股 | $1,414.9万 | 13.1万股 | -1.6万股-12.47% | 减仓 |
| CCORE NATURAL RESOURCESCNR |
| 2.22% | 2.93% | $1,810.9万 | 22.6万股 | $2,236.8万 | 21.4万股 | +1.3万股+5.96% | 加仓 |
 NORFOLK SOUTHN COMNSC |
| 2.13% | 2.08% | $1,732.8万 | 5.5万股 | $1,586.8万 | 5.5万股 | -210股-0.38% | 减仓 |
| C花旗集团C |
| 2.07% | 1.89% | $1,687.4万 | 12.1万股 | $1,443.7万 | 12.7万股 | -6,735股-5.29% | 减仓 |
 MOLSON COORS BEVERAGE CL BTAP |
| 1.88% | 1.93% | $1,534.1万 | 39.4万股 | $1,476.1万 | 34.3万股 | +5.1万股+14.86% | 加仓 |
 VisaV |
| 1.59% | 1.46% | $1,294.7万 | 3.8万股 | $1,114.8万 | 3.7万股 | +850股+2.30% | 加仓 |
 嘉信理财SCHW |
| 1.59% | 1.23% | $1,290.3万 | 14.0万股 | $936.5万 | 10.0万股 | +4.0万股+40.33% | 加仓 |
| GGE医疗GEHC |
| 1.53% | 1.5% | $1,242.1万 | 19.4万股 | $1,146.6万 | 16.1万股 | +3.3万股+20.45% | 加仓 |
 西屋制动WAB |
| 1.41% | 1.43% | $1,146.5万 | 4.3万股 | $1,090.7万 | 4.4万股 | -1,120股-2.57% | 减仓 |
| SSILICON MOTION (SPADR REPR 4 SHS)SIMO |
| 1.4% | 0.72% | $1,140.5万 | 3.4万股 | $552.1万 | 4.9万股 | -1.5万股-30.42% | 减仓 |
| AADEIAADEA |
| 1.36% | 1.28% | $1,103.0万 | 33.5万股 | $975.5万 | 40.6万股 | -7.1万股-17.49% | 减仓 |
| EENERSYSENS |
| 1.27% | 1.17% | $1,037.3万 | 4.4万股 | $889.4万 | 5.1万股 | -6,835股-13.35% | 减仓 |
| SSS&C TECHSSNC |
| 1.26% | 1.23% | $1,025.5万 | 16.5万股 | $935.7万 | 13.8万股 | +2.7万股+19.35% | 加仓 |
 ADOBE COMADBE |
| 1.24% | 0.8% | $1,006.3万 | 4.9万股 | $610.0万 | 2.5万股 | +2.4万股+95.60% | 加仓 |
 AMERICAN TOWER COMAMT |
| 1.24% | 1.33% | $1,005.8万 | 6.1万股 | $1,013.2万 | 5.9万股 | +2,781股+4.74% | 加仓 |
 T-MOBILE US COMTMUS |
| 1.22% | 1.13% | $995.5万 | 5.9万股 | $863.2万 | 4.1万股 | +1.8万股+44.40% | 加仓 |
| QQUIDELORTHOQDEL |
| 1.21% | 0.74% | $981.8万 | 56.0万股 | $561.2万 | 34.2万股 | +21.9万股+64.08% | 加仓 |
| B巴里克黄金GOLD |
| 1.18% | 1.4% | $959.3万 | 26.1万股 | $1,069.4万 | 26.2万股 | -1,000股-0.38% | 减仓 |
 CHURCHILL DOWNSCHDN |
| 1.14% | 0.86% | $925.5万 | 10.3万股 | $659.4万 | 7.3万股 | +3.0万股+40.67% | 加仓 |
| SSPDR黄金信托GLD |
| 1.11% | 1.4% | $905.8万 | 2.5万股 | $1,064.5万 | 2.5万股 | -150股-0.61% | 减仓 |
 威廉姆斯WMB |
| 1.08% | 1.21% | $880.4万 | 11.8万股 | $925.2万 | 12.7万股 | -8,700股-6.84% | 减仓 |
 CSX铁路CSX |
| 1.07% | 1.32% | $874.0万 | 18.4万股 | $1,007.0万 | 24.5万股 | -6.1万股-25.04% | 减仓 |
 相干公司COHR |
| 1.06% | 1.7% | $859.2万 | 2.2万股 | $1,294.4万 | 5.4万股 | -3.3万股-59.92% | 减仓 |
 EAGLE MATLSEXP |
| 1.03% | 0.93% | $839.3万 | 3.7万股 | $706.8万 | 3.7万股 | -10股-0.03% | 减仓 |
 GRAND CANYON EDLOPE |
| 1.01% | 1.03% | $823.8万 | 5.8万股 | $789.2万 | 4.6万股 | +1.1万股+24.02% | 加仓 |
 百时美施贵宝BMY |
| 0.98% | 1.12% | $799.3万 | 13.9万股 | $857.6万 | 14.1万股 | -2,675股-1.89% | 减仓 |
| JJOINT CORP COMJYNT |
| 0.97% | 1.04% | $786.3万 | 89.6万股 | $790.5万 | 89.3万股 | +2,377股+0.27% | 加仓 |
 摩根大通JPM |
| 0.96% | 0.98% | $778.6万 | 2.4万股 | $746.7万 | 2.5万股 | -1,600股-6.30% | 减仓 |
 MITEK SYSMITK |
| 0.93% | 0.7% | $755.5万 | 37.5万股 | $531.1万 | 39.3万股 | -1.8万股-4.60% | 减仓 |
 GeneracGNRC |
| 0.88% | 0.71% | $716.4万 | 2.4万股 | $537.9万 | 2.8万股 | -3,075股-11.17% | 减仓 |
| SSPDR道富系列信托XOP |
| 0.83% | 1.09% | $677.0万 | 4.4万股 | $828.9万 | 4.6万股 | -1,700股-3.73% | 减仓 |
 ON SEMICONDUCTOR COMON |
| 0.8% | 0.6% | $648.7万 | 6.9万股 | $454.6万 | 7.3万股 | -4,800股-6.54% | 减仓 |
 LKQLKQ |
| 0.78% | 0.76% | $633.1万 | 24.0万股 | $580.4万 | 19.8万股 | +4.3万股+21.69% | 加仓 |
 雷神技术RTX |
| 0.75% | 0.81% | $609.7万 | 3.2万股 | $619.9万 | 3.2万股 | 00.00% | 持仓不变 |
 MP MATERIALSMP |
| 0.72% | 0.66% | $585.3万 | 10.4万股 | $503.8万 | 10.4万股 | +100股+0.10% | 加仓 |
 联合包裹UPSUPS |
| 0.7% | 0.67% | $573.8万 | 5.3万股 | $511.1万 | 5.2万股 | +1,425股+2.74% | 加仓 |
 Meta平台META |
| 0.68% | 0.65% | $555.7万 | 9,865股 | $497.2万 | 8,690股 | +1,175股+13.52% | 加仓 |
| WWARRIOR MET COALHCC |
| 0.66% | 0.28% | $539.7万 | 6.7万股 | $213.3万 | 2.3万股 | +4.4万股+190.39% | 加仓 |
 LOVESAC CO COMLOVE |
| 0.65% | 0.64% | $525.1万 | 31.5万股 | $491.8万 | 33.3万股 | -1.8万股-5.50% | 减仓 |
 ELANCO ANIMAL HEALTHELAN |
| 0.63% | 0.66% | $514.9万 | 20.9万股 | $500.7万 | 20.9万股 | 00.00% | 持仓不变 |
 HILLMAN SOLUTIONSHLMN |
| 0.6% | 0.59% | $486.0万 | 57.6万股 | $448.1万 | 53.9万股 | +3.7万股+6.91% | 加仓 |
| BBEST BUYBBY |
| 0.59% | 0.52% | $478.0万 | 6.3万股 | $397.7万 | 6.2万股 | +1,050股+1.69% | 加仓 |
