| OOREILLY AUTOMOTIVE COMORLY |
| 8.92% | 9.88% | $1,951.5万 | 21.2万股 | $2,167.9万 | 23.5万股 | -2.3万股-9.77% | 减仓 |
 联合太平洋铁路UNP |
| 7.22% | 7.12% | $1,580.2万 | 5.8万股 | $1,562.0万 | 6.4万股 | -6,287股-9.77% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 7.16% | 5.3% | $1,566.7万 | 5.4万股 | $1,163.6万 | 5.5万股 | -784股-1.43% | 减仓 |
 联邦快递FDX |
| 5.77% | 3.63% | $1,262.7万 | 4.0万股 | $796.2万 | 2.2万股 | +1.8万股+80.39% | 加仓 |
 雷诺士LII |
| 5.28% | 4.72% | $1,154.7万 | 2.0万股 | $1,036.7万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 MURPHY USAMUSA |
| 4.96% | 5.03% | $1,086.0万 | 2.0万股 | $1,103.4万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 DILLARDSDDS |
| 4.87% | 5.82% | $1,065.0万 | 2.0万股 | $1,277.9万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 汽车地带AZO |
| 4.18% | 4.87% | $914.0万 | 2,860股 | $1,069.4万 | 3,166股 | -306股-9.67% | 减仓 |
 沃尔玛WMT |
| 3.49% | 4.19% | $763.3万 | 6.7万股 | $918.9万 | 7.4万股 | -6,549股-8.86% | 减仓 |
 家得宝HD |
| 3.25% | 3.35% | $710.8万 | 2.0万股 | $734.6万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 亚马逊AMZN |
| 2.78% | 2.67% | $608.6万 | 2.6万股 | $586.4万 | 2.8万股 | -2,622股-9.31% | 减仓 |
 L3哈里斯LHX |
| 2.68% | 3.51% | $585.7万 | 2.0万股 | $771.0万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 洛克希德马丁LMT |
| 2.63% | 3.44% | $574.5万 | 1.1万股 | $755.4万 | 1.2万股 | -1,222股-9.78% | 减仓 |
 EntergyETR |
| 2.12% | 2.29% | $463.7万 | 4.0万股 | $502.6万 | 4.5万股 | -4,366股-9.76% | 减仓 |
 纽柯钢铁NUE |
| 2.06% | 1.73% | $451.4万 | 2.0万股 | $379.6万 | 2.2万股 | -2,183股-9.73% | 减仓 |
 LOWES COS COMLOW |
| 2.05% | 2.42% | $447.6万 | 2.0万股 | $531.2万 | 2.2万股 | -2,183股-9.71% | 减仓 |
 BANK OZK LITTLE ROCK ARKOZK |
| 1.93% | 1.87% | $421.2万 | 8.1万股 | $411.2万 | 9.0万股 | -8,732股-9.75% | 减仓 |
| BBRINKER INTLEAT |
| 1.55% | 1.45% | $338.6万 | 2.0万股 | $318.9万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 YUM BRANDS COMYUM |
| 1.52% | 1.63% | $333.5万 | 2.1万股 | $358.3万 | 2.3万股 | -2,183股-9.47% | 减仓 |
 ARCBESTARCB |
| 1.32% | 1% | $289.3万 | 2.0万股 | $219.7万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 百事可乐PEP |
| 1.31% | 1.66% | $287.3万 | 2.1万股 | $363.4万 | 2.3万股 | -2,183股-9.33% | 减仓 |
 TARGET COMTGT |
| 1.2% | 1.23% | $263.2万 | 2.0万股 | $270.7万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 Dollar TreeDLTR |
| 1.11% | 1.11% | $243.8万 | 2.0万股 | $244.6万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.06% | 1.21% | $232.0万 | 2.0万股 | $265.2万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 HOME BANCSHARESHOMB |
| 1.05% | 1.1% | $230.4万 | 8.1万股 | $240.9万 | 8.9万股 | -8,732股-9.76% | 减仓 |
 KROGER COMKR |
| 1.02% | 1.47% | $223.8万 | 4.0万股 | $323.3万 | 4.5万股 | -4,366股-9.77% | 减仓 |
 苹果AAPL |
| 1% | 0.88% | $219.2万 | 7,575股 | $193.5万 | 7,625股 | -50股-0.66% | 减仓 |
| AABB LTD FSPONSORED ADR 1 ADR REPS 1 ORD SHSABBNY |
| 1% | 0.82% | $219.1万 | 2.0万股 | $179.8万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 联合包裹UPSUPS |
| 0.99% | 1% | $216.7万 | 2.0万股 | $219.8万 | 2.2万股 | -2,183股-9.77% | 减仓 |
| CCRHCRH |
| 0.99% | 1.07% | $215.6万 | 2.0万股 | $234.8万 | 2.2万股 | -2,183股-9.77% | 减仓 |
| NNESTLE S A FUNSPONSORED ADR 1 ADR REPS 1 ORD SHSNSRGY |
| 0.95% | 0.99% | $207.6万 | 2.0万股 | $218.0万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 星巴克SBUX |
| 0.94% | 0.91% | $206.0万 | 2.0万股 | $200.1万 | 2.2万股 | -2,183股-9.77% | 减仓 |
| EENCOMPASS HEALTH COMEHC |
| 0.93% | 0.98% | $203.7万 | 2.0万股 | $216.1万 | 2.2万股 | -2,183股-9.77% | 减仓 |
| FFEDEX FGHT HLDG CO INCFDXF |
| 0.7% | — | $152.3万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 WESTROCK COFFEEWEST |
| 0.59% | 0.31% | $128.6万 | 15.9万股 | $68.6万 | 16.1万股 | -2,783股-1.73% | 减仓 |
| T泰森食品TSN |
| 0.54% | 0.67% | $118.8万 | 2.1万股 | $147.0万 | 2.3万股 | -2,178股-9.50% | 减仓 |
| PPAMT CORP COMPAMT |
| 0.52% | 0.34% | $113.2万 | 8.1万股 | $75.7万 | 9.0万股 | -8,732股-9.75% | 减仓 |
 CRACKER BARREL OLD CTRYCBRL |
| 0.49% | 0.29% | $107.4万 | 2.0万股 | $62.8万 | 2.2万股 | -2,183股-9.77% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 0.44% | 0.36% | $96.8万 | 3,221股 | $79.9万 | 3,221股 | 00.00% | 持仓不变 |
 SIMMONS FIRST NATLSFNC |
| 0.42% | 0.4% | $91.3万 | 4.0万股 | $86.9万 | 4.5万股 | -4,366股-9.77% | 减仓 |
 微软MSFT |
| 0.41% | 0.37% | $89.7万 | 2,405股 | $80.5万 | 2,176股 | +229股+10.52% | 加仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 0.36% | 0.48% | $78.4万 | 2.0万股 | $104.8万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 CANNAECNNE |
| 0.28% | 0.23% | $60.5万 | 4.2万股 | $50.0万 | 4.4万股 | -1,950股-4.44% | 减仓 |
 PILGRIMS PRIDE CORP NEWPPC |
| 0.26% | 0.38% | $56.7万 | 2.0万股 | $84.3万 | 2.2万股 | -2,183股-9.77% | 减仓 |
 康明斯CMI |
| 0.24% | 0.18% | $53.5万 | 750股 | $40.4万 | 750股 | 00.00% | 持仓不变 |
 SOUTHWEST AIRLS COMLUV |
| 0.23% | 0.17% | $50.6万 | 9,850股 | $37.6万 | 1.0万股 | -150股-1.50% | 减仓 |
| O宏盟集团OMC |
| 0.23% | 0.26% | $50.6万 | 6,948股 | $57.9万 | 7,690股 | -742股-9.65% | 减仓 |
| AAT&TT |
| 0.2% | 0.31% | $43.8万 | 2.1万股 | $67.7万 | 2.3万股 | -2,183股-9.35% | 减仓 |
| EENPRONPO |
| 0.19% | 0.13% | $42.0万 | 1,115股 | $27.9万 | 1,115股 | 00.00% | 持仓不变 |
| SSPDR行业精选信托XLK |
| 0.19% | 0.13% | $41.7万 | 2,188股 | $29.1万 | 2,188股 | 00.00% | 持仓不变 |
