 LANTHEUSLNTH |
| 6.24% | 4.46% | $4,445.4万 | 40.1万股 | $3,151.4万 | 41.5万股 | -1.5万股-3.56% | 减仓 |
 MOLINA HEALTHCAREMOH |
| 5.84% | 3.63% | $4,163.0万 | 18.2万股 | $2,567.2万 | 19.3万股 | -1.1万股-5.48% | 减仓 |
 HUMANA COMHUM |
| 5.1% | 1.64% | $3,632.5万 | 9.1万股 | $1,159.8万 | 6.7万股 | +2.5万股+36.72% | 加仓 |
 SIGNET JEWELERS LIMITEDSIG |
| 4.08% | 3.34% | $2,907.7万 | 33.7万股 | $2,360.5万 | 27.9万股 | +5.8万股+20.95% | 加仓 |
 United TherapeuticsUTHR |
| 4.01% | 4.77% | $2,860.3万 | 5.3万股 | $3,372.4万 | 5.7万股 | -4,083股-7.18% | 减仓 |
 Elevance健康ELV |
| 3.91% | 3.06% | $2,786.0万 | 7.2万股 | $2,165.9万 | 7.4万股 | -1,943股-2.63% | 减仓 |
| WWEATHERFORD INTLWFRD |
| 3.86% | 4.75% | $2,753.7万 | 33.8万股 | $3,360.3万 | 35.5万股 | -1.7万股-4.90% | 减仓 |
 福克斯FOXA |
| 3.76% | 2.62% | $2,682.6万 | 51.4万股 | $1,850.5万 | 31.7万股 | +19.7万股+62.31% | 加仓 |
 惠普HPQ |
| 3.66% | 1.74% | $2,610.8万 | 119.0万股 | $1,227.5万 | 63.9万股 | +55.1万股+86.23% | 加仓 |
 VALERO ENERGY COMVLO |
| 3.66% | 4.46% | $2,606.3万 | 10.0万股 | $3,152.8万 | 12.8万股 | -2.8万股-21.57% | 减仓 |
 CF INDSCF |
| 3.63% | 4.92% | $2,585.4万 | 23.9万股 | $3,480.7万 | 26.8万股 | -2.9万股-10.92% | 减仓 |
| WWARRIOR MET COALHCC |
| 3.61% | 4.64% | $2,574.4万 | 31.7万股 | $3,278.8万 | 35.2万股 | -3.5万股-9.88% | 减仓 |
 马拉松石油MPC |
| 3.51% | 3.63% | $2,499.4万 | 9.8万股 | $2,567.4万 | 10.5万股 | -7,387股-7.03% | 减仓 |
| CCORE NATURAL RESOURCESCNR |
| 3.19% | 4.52% | $2,274.3万 | 28.4万股 | $3,197.0万 | 30.5万股 | -2.1万股-6.89% | 减仓 |
 科磊KLAC |
| 3.1% | 3.12% | $2,210.9万 | 7.3万股 | $2,205.8万 | 1.5万股 | +5.8万股+389.15% | 加仓 |
 COMCAST NEW CL ACMCSA |
| 3.08% | — | $2,198.4万 | 89.5万股 | $0 | 0股 | +89.5万股 | 新买入 |
 美光科技MU |
| 3.08% | 2.56% | $2,195.2万 | 1.9万股 | $1,810.8万 | 5.4万股 | -3.5万股-64.52% | 减仓 |
 泛林集团LRCX |
| 3.07% | 3.07% | $2,185.2万 | 5.0万股 | $2,168.2万 | 10.1万股 | -5.1万股-50.31% | 减仓 |
 应用材料AMAT |
| 3% | 2.86% | $2,139.3万 | 3.0万股 | $2,023.5万 | 5.9万股 | -3.0万股-50.02% | 减仓 |
 英特尔INTC |
| 2.69% | 2.23% | $1,913.3万 | 13.7万股 | $1,573.8万 | 35.7万股 | -22.0万股-61.58% | 减仓 |
| HHF SINCLAIRDINO |
| 2.57% | 2.6% | $1,831.9万 | 26.3万股 | $1,837.9万 | 29.5万股 | -3.2万股-10.72% | 减仓 |
| IINTERDIGITALIDCC |
| 2.55% | 2.74% | $1,816.3万 | 6.4万股 | $1,937.3万 | 6.4万股 | 00.00% | 持仓不变 |
| SSCORPIO TANKERS SHSSTNG |
| 2.5% | 4.42% | $1,778.4万 | 25.7万股 | $3,127.9万 | 41.9万股 | -16.2万股-38.71% | 减仓 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 2.49% | 4.78% | $1,771.7万 | 33.7万股 | $3,379.6万 | 42.0万股 | -8.3万股-19.79% | 减仓 |
| TTEEKAY TANKERS CL ATNK |
| 2.47% | 4.88% | $1,757.2万 | 27.1万股 | $3,454.4万 | 47.1万股 | -20.0万股-42.51% | 减仓 |
 DILLARDSDDS |
| 2.35% | 2.68% | $1,676.9万 | 3.2万股 | $1,894.8万 | 3.3万股 | -1,385股-4.18% | 减仓 |
 思科CSCO |
| 2.35% | 2.23% | $1,672.8万 | 14.2万股 | $1,577.3万 | 20.3万股 | -6.1万股-29.94% | 减仓 |
 LANDBRIDGE CO LLC CL A CLASS ALB |
| 2.26% | 2.22% | $1,611.5万 | 20.3万股 | $1,569.2万 | 22.7万股 | -2.4万股-10.51% | 减仓 |
| TTEXAS PACIFIC LAND CORPORATITPL |
| 2.08% | 2.47% | $1,484.4万 | 3.4万股 | $1,749.4万 | 3.7万股 | -2,946股-7.99% | 减仓 |
 BUCKLEBKE |
| 1.61% | 2.08% | $1,147.4万 | 27.2万股 | $1,468.8万 | 29.2万股 | -2.0万股-6.78% | 减仓 |
 GENTEXGNTX |
| 0.68% | 0.6% | $487.3万 | 19.3万股 | $421.3万 | 19.3万股 | 00.00% | 持仓不变 |
