 ICON PUB LTD COICLR |
| 11.94% | 8.21% | $5.48亿 | 315.3万股 | $3.32亿 | 299.7万股 | +15.6万股+5.22% | 加仓 |
 ONEMAINOMF |
| 10.08% | 10.2% | $4.62亿 | 758.5万股 | $4.12亿 | 770.3万股 | -11.8万股-1.53% | 减仓 |
 TD SYNNEXSNX |
| 8.4% | 12.75% | $3.85亿 | 144.2万股 | $5.15亿 | 305.4万股 | -161.2万股-52.79% | 减仓 |
 Elevance健康ELV |
| 8.23% | 8.13% | $3.78亿 | 97.7万股 | $3.29亿 | 112.2万股 | -14.5万股-12.96% | 减仓 |
| SSLMSLM |
| 7.56% | 7.2% | $3.47亿 | 1,338.1万股 | $2.91亿 | 1,358.4万股 | -20.3万股-1.50% | 减仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 6.43% | — | $2.95亿 | 128.5万股 | $0 | 0股 | +128.5万股 | 新买入 |
 AUTONATIONAN |
| 6.17% | 7.48% | $2.83亿 | 152.4万股 | $3.02亿 | 154.8万股 | -2.4万股-1.53% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 5.59% | 4.35% | $2.56亿 | 395.9万股 | $1.76亿 | 303.9万股 | +91.9万股+30.25% | 加仓 |
 PRIMERICAPRI |
| 5.36% | 5.45% | $2.46亿 | 86.6万股 | $2.20亿 | 87.9万股 | -1.3万股-1.53% | 减仓 |
 LENNARLEN |
| 4.68% | 5.18% | $2.15亿 | 237.3万股 | $2.09亿 | 241.0万股 | -3.7万股-1.53% | 减仓 |
 BUILDERS FIRSTSOURCELEN |
| 4.56% | 4.83% | $2.09亿 | 234.1万股 | $1.95亿 | 237.2万股 | -3.2万股-1.34% | 减仓 |
 第一资本COF |
| 4.32% | 4.53% | $1.98亿 | 98.9万股 | $1.83亿 | 100.4万股 | -1.5万股-1.53% | 减仓 |
| MMILLROSE PPTYS INC CLASS AMRP |
| 3.95% | 5.9% | $1.81亿 | 603.1万股 | $2.38亿 | 851.6万股 | -248.5万股-29.18% | 减仓 |
| MMPLXFFUT |
| 3.9% | 4.6% | $1.79亿 | 318.1万股 | $1.86亿 | 325.4万股 | -7.3万股-2.24% | 减仓 |
 富达·NATL FINL INCFNF |
| 3.54% | 4.02% | $1.63亿 | 344.7万股 | $1.62亿 | 350.2万股 | -5.5万股-1.58% | 减仓 |
 D R HORTONDHI |
| 2.43% | 2.36% | $1.11亿 | 68.4万股 | $9,517.0万 | 69.4万股 | -9,083股-1.31% | 减仓 |
 F&G ANNUITIES &LIFE INCFG |
| 1.44% | 3.35% | $6,600.7万 | 248.2万股 | $1.36亿 | 535.3万股 | -287.1万股-53.63% | 减仓 |
 ANTERO MIDSTREAMAM |
| 0.9% | 1.04% | $4,148.8万 | 182.4万股 | $4,194.9万 | 184.0万股 | -1.6万股-0.88% | 减仓 |
 谷歌AGOOGL |
| 0.16% | 0.14% | $724.0万 | 2.0万股 | $582.5万 | 2.0万股 | 00.00% | 持仓不变 |
 HCA医疗HCA |
| 0.04% | 0.02% | $188.4万 | 4,833股 | $63.1万 | 1,333股 | +3,500股+262.57% | 加仓 |
 摩根大通JPM |
| 0.04% | 0.04% | $184.7万 | 5,643股 | $166.0万 | 5,643股 | 00.00% | 持仓不变 |
| SSUNBELT RENTALS HOLDINGS INC SHSSUN |
| 0.04% | 0.04% | $177.8万 | 2.4万股 | $154.7万 | 2.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.03% | 0.02% | $159.5万 | 4,275股 | $75.0万 | 2,025股 | +2,250股+111.11% | 加仓 |
| AAlphabet Inc Class CGOOG |
| 0.03% | 0.03% | $133.9万 | 3,790股 | $108.7万 | 3,790股 | 00.00% | 持仓不变 |
| BBANK OF AMERBAC |
| 0.02% | 0.02% | $82.8万 | 1.5万股 | $70.8万 | 1.5万股 | 00.00% | 持仓不变 |
 COMCAST NEW CL ACMCSA |
| 0.02% | 0.02% | $76.3万 | 3.1万股 | $89.3万 | 3.1万股 | 00.00% | 持仓不变 |
 应用材料AMAT |
| 0.02% | 0.01% | $69.5万 | 961股 | $32.8万 | 961股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 0.01% | 0.01% | $63.2万 | 2,650股 | $29.2万 | 1,400股 | +1,250股+89.29% | 加仓 |
 万事达MA |
| 0.01% | 0.01% | $60.2万 | 1,172股 | $21.1万 | 422股 | +750股+177.73% | 加仓 |
 标普全球SPGI |
| 0.01% | — | $57.1万 | 1,401股 | $0 | 0股 | +1,401股 | 新买入 |
 NubankNU |
| 0.01% | — | $53.4万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
 万豪MAR |
| 0.01% | 0.01% | $44.2万 | 1,194股 | $39.1万 | 1,194股 | 00.00% | 持仓不变 |
 PROGRESSIVEPGR |
| 0.01% | 0.01% | $39.1万 | 1,789股 | $35.5万 | 1,789股 | 00.00% | 持仓不变 |
 德州仪器TXN |
| 0.01% | — | $30.1万 | 1,010股 | $0 | 0股 | +1,010股 | 新买入 |
| EENERGY TRANSFER L PET |
| 0.01% | 0.01% | $28.7万 | 1.5万股 | $29.0万 | 1.5万股 | 00.00% | 持仓不变 |
 ANALOG DEVICES COMADI |
| 0.01% | — | $24.3万 | 612股 | $0 | 0股 | +612股 | 新买入 |
 穆迪MCO |
| <0.01% | 0.01% | $21.3万 | 471股 | $20.5万 | 471股 | 00.00% | 持仓不变 |
 VisaV |
| <0.01% | — | $21.2万 | 618股 | $0 | 0股 | +618股 | 新买入 |
 Meta平台META |
| <0.01% | 0.01% | $21.0万 | 373股 | $21.3万 | 373股 | 00.00% | 持仓不变 |
 联合健康UNH |
| <0.01% | — | $20.7万 | 499股 | $0 | 0股 | +499股 | 新买入 |
