 台积电TSM |
| 29% | 24.19% | $7.05亿 | 147.6万股 | $4.51亿 | 133.6万股 | +14.0万股+10.49% | 加仓 |
 Arm控股ARM |
| 15.64% | 7.58% | $3.80亿 | 107.2万股 | $1.42亿 | 93.6万股 | +13.7万股+14.64% | 加仓 |
 达美航空DAL |
| 9.52% | 8.85% | $2.31亿 | 247.1万股 | $1.65亿 | 248.6万股 | -1.5万股-0.59% | 减仓 |
 ANALOG DEVICES COMADI |
| 9.39% | 11.32% | $2.28亿 | 57.5万股 | $2.11亿 | 66.4万股 | -9.0万股-13.48% | 减仓 |
 UNITED AIRLS COMUAL |
| 8.67% | 7.55% | $2.11亿 | 154.9万股 | $1.41亿 | 153.1万股 | +1.8万股+1.20% | 加仓 |
 贝克休斯BKR |
| 5.69% | 0.13% | $1.38亿 | 249.4万股 | $246.1万 | 4.0万股 | +245.4万股+6,087.48% | 加仓 |
 林德LIN |
| 5.09% | 11.93% | $1.24亿 | 23.9万股 | $2.23亿 | 44.9万股 | -21.1万股-46.88% | 减仓 |
 斯伦贝谢SLB |
| 4.9% | 8.14% | $1.19亿 | 256.0万股 | $1.52亿 | 295.8万股 | -39.8万股-13.44% | 减仓 |
| AACUSHNETGOLF |
| 2.5% | 2.62% | $6,087.4万 | 51.4万股 | $4,888.5万 | 52.3万股 | -9,374股-1.79% | 减仓 |
| IIONQIONQ |
| 2.12% | 1.23% | $5,147.2万 | 96.6万股 | $2,293.7万 | 79.6万股 | +17.1万股+21.47% | 加仓 |
 亚马逊AMZN |
| 1.3% | 0.87% | $3,169.2万 | 13.3万股 | $1,622.5万 | 7.8万股 | +5.5万股+70.68% | 加仓 |
 德州仪器TXN |
| 1.14% | 0.96% | $2,759.5万 | 9.3万股 | $1,786.0万 | 9.2万股 | +582股+0.63% | 加仓 |
 TECK RESOURCESTECK |
| 0.76% | 5.66% | $1,846.6万 | 31.1万股 | $1.06亿 | 204.1万股 | -173.1万股-84.79% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 0.66% | 3.99% | $1,608.9万 | 34.8万股 | $7,452.8万 | 187.0万股 | -152.2万股-81.40% | 减仓 |
| B巴里克黄金GOLD |
| 0.62% | 0.75% | $1,510.8万 | 41.1万股 | $1,400.7万 | 34.3万股 | +6.8万股+19.78% | 加仓 |
| RRALLIANT CORP COMRAL |
| 0.6% | 0.43% | $1,456.8万 | 19.8万股 | $811.3万 | 19.5万股 | +2,776股+1.42% | 加仓 |
 伊顿ETN |
| 0.59% | 2.48% | $1,443.1万 | 3.4万股 | $4,636.3万 | 13.0万股 | -9.6万股-73.87% | 减仓 |
 NVENT ELECTRICNVT |
| 0.5% | — | $1,206.3万 | 7.1万股 | $0 | 0股 | +7.1万股 | 新买入 |
 AGILENT TECHNOLOGIES COMA |
| 0.48% | — | $1,176.5万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
 美敦力MDT |
| 0.29% | 0.41% | $695.0万 | 8.9万股 | $769.8万 | 8.9万股 | 00.00% | 持仓不变 |
 SENSATA TECHNOLOGIES PLST |
| 0.28% | — | $669.7万 | 14.0万股 | $0 | 0股 | +14.0万股 | 新买入 |
 罗克韦尔自动化ROK |
| 0.19% | 0.27% | $452.8万 | 9,146股 | $504.5万 | 1.4万股 | -4,911股-34.94% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.03% | 0.05% | $72.1万 | 4,647股 | $94.3万 | 4,647股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.02% | 0.02% | $47.0万 | 1,268股 | $46.3万 | 1,415股 | -147股-10.39% | 减仓 |
 LAMAR ADVERTISINGLAMR |
| 0.01% | — | $28.5万 | 1,828股 | $0 | 0股 | +1,828股 | 新买入 |
 OUTFRONT MEDIAOUT |
| 0.01% | — | $28.1万 | 8,581股 | $0 | 0股 | +8,581股 | 新买入 |
