| LLIGHT & WONDERLNWO |
| 4.54% | 4.96% | $3,806.6万 | 65.0万股 | $3,390.2万 | 79.1万股 | -14.1万股-17.84% | 减仓 |
 默沙东MRK |
| 4.47% | 3.65% | $3,748.3万 | 33.8万股 | $2,496.8万 | 29.0万股 | +4.8万股+16.53% | 加仓 |
 空气化工APD |
| 3.45% | 3.45% | $2,892.3万 | 9.4万股 | $2,359.5万 | 10.1万股 | -7,558股-7.45% | 减仓 |
 甲骨文ORCL |
| 3.28% | 2.49% | $2,748.9万 | 33.6万股 | $1,701.8万 | 27.9万股 | +5.8万股+20.68% | 加仓 |
| FFERGUSON PLC NEW |
| 3.04% | 2.3% | $2,550.2万 | 20.1万股 | $1,569.7万 | 15.2万股 | +4.8万股+31.71% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 2.54% | 2.15% | $2,131.5万 | 61.0万股 | $1,471.8万 | 50.2万股 | +10.8万股+21.46% | 加仓 |
 BRIXMOR PPTYBRX |
| 2.24% | 2.36% | $1,879.4万 | 56.4万股 | $1,611.1万 | 62.9万股 | -6.5万股-10.34% | 减仓 |
 富达·NATL INFORMATION SVCS COMFIS |
| 2.2% | 1.91% | $1,845.0万 | 27.2万股 | $1,305.9万 | 17.3万股 | +9.9万股+57.36% | 加仓 |
 Elevance健康ELV |
| 2.15% | 1.93% | $1,798.0万 | 3.5万股 | $1,321.5万 | 2.9万股 | +5,957股+20.48% | 加仓 |
 UNITED PARKS & RESORTSPRKS |
| 2.14% | 1.85% | $1,791.3万 | 33.5万股 | $1,262.0万 | 27.7万股 | +5.7万股+20.72% | 加仓 |
 美敦力MDT |
| 2.13% | 2.27% | $1,782.0万 | 22.9万股 | $1,555.6万 | 19.3万股 | +3.7万股+19.02% | 加仓 |
 HUMANA COMHUM |
| 2.05% | 1.97% | $1,721.5万 | 3.4万股 | $1,347.4万 | 2.8万股 | +5,841股+21.03% | 加仓 |
 AMERICAN INTL COM NEWAIG |
| 2% | 2.56% | $1,677.1万 | 26.5万股 | $1,752.7万 | 36.9万股 | -10.4万股-28.16% | 减仓 |
 好事达ALL |
| 2% | 2.79% | $1,673.8万 | 12.3万股 | $1,909.1万 | 15.3万股 | -3.0万股-19.48% | 减仓 |
| R拉夫劳伦RL |
| 1.92% | 0.81% | $1,606.6万 | 15.2万股 | $551.7万 | 6.5万股 | +8.7万股+134.05% | 加仓 |
| HHESS CORP COMHES |
| 1.79% | 2.8% | $1,502.9万 | 10.6万股 | $1,917.7万 | 17.6万股 | -7.0万股-39.77% | 减仓 |
| AAPTIVAPTV |
| 1.79% | 1.54% | $1,502.0万 | 16.1万股 | $1,054.4万 | 13.5万股 | +2.6万股+19.63% | 加仓 |
 达美乐披萨DPZ |
| 1.79% | 0.49% | $1,500.3万 | 4.3万股 | $337.1万 | 1.1万股 | +3.2万股+298.52% | 加仓 |
| B百度BIDU |
| 1.75% | 2.04% | $1,466.2万 | 12.8万股 | $1,392.2万 | 11.8万股 | +9,695股+8.18% | 加仓 |
 HUNT J B TRANS SVCSJBHT |
| 1.73% | 1.58% | $1,452.7万 | 8.3万股 | $1,079.2万 | 6.9万股 | +1.4万股+20.76% | 加仓 |
| SSTERICYCLESRCLEUR |
| 1.65% | 1.57% | $1,385.2万 | 27.8万股 | $1,076.6万 | 25.6万股 | +2.2万股+8.61% | 加仓 |
 COGNIZANT TECHNOLOGY SOLUTIONS CL ACTSH |
| 1.6% | 1.63% | $1,343.6万 | 23.5万股 | $1,115.1万 | 19.4万股 | +4.1万股+21.01% | 加仓 |
 艺电EA |
| 1.57% | 1.51% | $1,313.3万 | 10.7万股 | $1,031.0万 | 8.9万股 | +1.8万股+20.64% | 加仓 |
 COCA-COLA EUROPACIFIC PARTNERS SHSCCEP |
| 1.49% | 1.16% | $1,246.3万 | 22.5万股 | $795.0万 | 18.7万股 | +3.9万股+20.78% | 加仓 |
| LLITHIA MTRSLAD |
| 1.46% | 1.55% | $1,224.9万 | 6.0万股 | $1,062.2万 | 5.0万股 | +1.0万股+20.84% | 加仓 |
 杜邦DD |
| 1.44% | 0.84% | $1,206.7万 | 17.6万股 | $576.3万 | 11.4万股 | +6.1万股+53.76% | 加仓 |
 迪尔DE |
| 1.43% | 1.17% | $1,200.6万 | 2.8万股 | $797.9万 | 2.4万股 | +4,105股+17.18% | 加仓 |
 PAYPAL COMPYPL |
| 1.42% | 1.74% | $1,191.1万 | 16.7万股 | $1,188.8万 | 13.8万股 | +2.9万股+21.09% | 加仓 |
 AXALTA COATING SYSAXTA |
| 1.26% | 1.06% | $1,059.1万 | 41.6万股 | $725.1万 | 34.4万股 | +7.1万股+20.76% | 加仓 |
 ARAMARKARMK |
| 1.19% | 0.92% | $1,001.2万 | 24.2万股 | $626.5万 | 20.1万股 | +4.1万股+20.60% | 加仓 |
| B博思艾伦BAH |
| 1.16% | 1.67% | $976.0万 | 9.3万股 | $1,142.3万 | 12.4万股 | -3.0万股-24.51% | 减仓 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 1.12% | 0.88% | $938.2万 | 3.7万股 | $599.7万 | 2.3万股 | +1.4万股+59.84% | 加仓 |
 VertivVRT |
| 1.11% | 0.8% | $931.0万 | 68.2万股 | $550.3万 | 56.6万股 | +11.5万股+20.39% | 加仓 |
 FOMENTO ECONOMICO MEXICANO SFMX |
| 1.1% | 0.89% | $919.3万 | 11.8万股 | $611.1万 | 9.7万股 | +2.0万股+20.84% | 加仓 |
 豪洛捷HOLX |
| 1.08% | 0.94% | $901.0万 | 12.0万股 | $643.8万 | 10.0万股 | +2.1万股+20.68% | 加仓 |
 HALLIBURTON COMHAL |
| 1.07% | — | $895.9万 | 22.8万股 | $0 | 0股 | +22.8万股 | 新买入 |
| HHOWARD HUGHES CORPHHC* |
| 0.98% | 0.72% | $824.5万 | 10.8万股 | $494.4万 | 8.9万股 | +1.9万股+20.87% | 加仓 |
 WELLS FARGO NEWWFC |
| 0.97% | 0.99% | $810.2万 | 19.6万股 | $675.9万 | 16.8万股 | +2.8万股+16.76% | 加仓 |
 AERCAP SHSAER |
| 0.92% | 0.68% | $774.5万 | 13.3万股 | $465.1万 | 11.0万股 | +2.3万股+20.87% | 加仓 |
| Q高通QCOM |
| 0.89% | — | $748.8万 | 6.8万股 | $0 | 0股 | +6.8万股 | 新买入 |
 DOLLAR GEN NEWDG |
| 0.89% | 1.94% | $746.9万 | 3.0万股 | $1,328.0万 | 5.5万股 | -2.5万股-45.22% | 减仓 |
 LIVANOVALIVN |
| 0.88% | 0.82% | $740.6万 | 13.3万股 | $559.5万 | 11.0万股 | +2.3万股+21.00% | 加仓 |
 PRICESMARTPSMT |
| 0.85% | 0.99% | $715.5万 | 11.8万股 | $677.9万 | 11.8万股 | 00.00% | 持仓不变 |
 COPT DEFENSE PROPERTIESCDP |
| 0.84% | 0.76% | $702.0万 | 27.1万股 | $519.7万 | 22.4万股 | +4.7万股+20.97% | 加仓 |
 美国合众银行USB |
| 0.78% | 0.74% | $656.8万 | 15.1万股 | $506.5万 | 12.6万股 | +2.5万股+19.90% | 加仓 |
 北方信托NTRS |
| 0.77% | 0.76% | $645.8万 | 7.3万股 | $516.6万 | 6.0万股 | +1.3万股+20.85% | 加仓 |
 Nice Ltd ADRNICE |
| 0.73% | 0.63% | $609.7万 | 3.2万股 | $433.0万 | 2.3万股 | +8,700股+37.82% | 加仓 |
 微软MSFT |
| 0.72% | 0.82% | $606.4万 | 2.5万股 | $561.0万 | 2.4万股 | +1,200股+4.98% | 加仓 |
| HHAIN CELESTIAL GROUP INC COMHAIN |
| 0.66% | 0.85% | $554.5万 | 34.3万股 | $578.5万 | 34.3万股 | 00.00% | 持仓不变 |
| FFTI CONSULTINGFCN |
| 0.54% | 0.76% | $452.7万 | 2.9万股 | $521.7万 | 3.1万股 | -2,974股-9.45% | 减仓 |
