 思科CSCO |
| 3.45% | 2.32% | $3.87亿 | 329.8万股 | $2.19亿 | 282.0万股 | +47.8万股+16.94% | 加仓 |
 泛林集团LRCX |
| 2.49% | 1.08% | $2.79亿 | 64.5万股 | $1.01亿 | 47.4万股 | +17.1万股+35.95% | 加仓 |
 英伟达NVDA |
| 2.33% | 2.78% | $2.61亿 | 130.6万股 | $2.62亿 | 150.2万股 | -19.5万股-13.01% | 减仓 |
 谷歌AGOOGL |
| 2.19% | 1.88% | $2.46亿 | 68.7万股 | $1.78亿 | 61.8万股 | +6.9万股+11.22% | 加仓 |
 阿斯利康AZN |
| 2.13% | 2.98% | $2.39亿 | 127.9万股 | $2.81亿 | 144.5万股 | -16.5万股-11.44% | 减仓 |
 HUNT J B TRANS SVCSJBHT |
| 2.02% | 1.37% | $2.27亿 | 78.5万股 | $1.29亿 | 60.7万股 | +17.8万股+29.24% | 加仓 |
 FIRST HORIZONFHN |
| 1.64% | 1.39% | $1.84亿 | 717.7万股 | $1.31亿 | 575.6万股 | +142.0万股+24.67% | 加仓 |
 辉瑞PFE |
| 1.63% | 2.2% | $1.83亿 | 761.3万股 | $2.08亿 | 739.3万股 | +22.0万股+2.98% | 加仓 |
 BANK NOVA SCOTIA B CBNS |
| 1.6% | 0.9% | $1.80亿 | 206.9万股 | $8,505.0万 | 122.6万股 | +84.3万股+68.75% | 加仓 |
 富兰克林资源BEN |
| 1.57% | 1.22% | $1.77亿 | 531.1万股 | $1.15亿 | 488.0万股 | +43.1万股+8.84% | 加仓 |
 百时美施贵宝BMY |
| 1.57% | 1.86% | $1.76亿 | 305.3万股 | $1.75亿 | 288.5万股 | +16.8万股+5.83% | 加仓 |
 KeyCorpKEY |
| 1.56% | 0.83% | $1.75亿 | 757.9万股 | $7,826.1万 | 390.3万股 | +367.5万股+94.16% | 加仓 |
| AATIATI |
| 1.48% | 1.11% | $1.66亿 | 84.1万股 | $1.05亿 | 72.2万股 | +12.0万股+16.63% | 加仓 |
 埃森哲ACN |
| 1.45% | — | $1.63亿 | 131.1万股 | $0 | 0股 | +131.1万股 | 新买入 |
 亚马逊AMZN |
| 1.39% | 0.73% | $1.56亿 | 65.3万股 | $6,907.2万 | 33.2万股 | +32.1万股+96.75% | 加仓 |
 AXON ENTERPRISEAXON |
| 1.35% | 0.29% | $1.51亿 | 27.0万股 | $2,733.3万 | 6.4万股 | +20.5万股+319.13% | 加仓 |
 通用汽车GM |
| 1.22% | 1.3% | $1.37亿 | 177.5万股 | $1.22亿 | 164.4万股 | +13.2万股+8.00% | 加仓 |
 Citizens金融CFG |
| 1.21% | 1.21% | $1.36亿 | 194.4万股 | $1.14亿 | 189.9万股 | +4.5万股+2.37% | 加仓 |
 自由港麦克莫兰FCX |
| 1.18% | 1.77% | $1.32亿 | 210.5万股 | $1.66亿 | 283.2万股 | -72.7万股-25.66% | 减仓 |
| B纽约梅隆银行BK |
| 1.15% | 1.16% | $1.29亿 | 89.4万股 | $1.10亿 | 92.5万股 | -3.1万股-3.35% | 减仓 |
 PLAINS GP L PPAGP |
| 1.14% | 1.73% | $1.28亿 | 527.6万股 | $1.63亿 | 671.2万股 | -143.6万股-21.39% | 减仓 |
 斯伦贝谢SLB |
| 1.12% | — | $1.25亿 | 269.9万股 | $0 | 0股 | +269.9万股 | 新买入 |
 CRANECR |
| 1.12% | 0.98% | $1.25亿 | 56.2万股 | $9,285.3万 | 54.3万股 | +1.9万股+3.42% | 加仓 |
 渤健BIIB |
| 1.1% | 1.11% | $1.23亿 | 57.1万股 | $1.05亿 | 57.2万股 | -597股-0.10% | 减仓 |
 BANKUNITEDBKU |
| 1.1% | 1.06% | $1.23亿 | 254.1万股 | $1.00亿 | 221.7万股 | +32.4万股+14.62% | 加仓 |
 Truist金融TFC |
| 1.09% | 0.71% | $1.23亿 | 246.4万股 | $6,737.8万 | 146.6万股 | +99.9万股+68.14% | 加仓 |
 艾伯维ABBV |
| 1.08% | 2.4% | $1.21亿 | 48.3万股 | $2.27亿 | 104.1万股 | -55.9万股-53.66% | 减仓 |
 CENTERPOINT ENERGY COMCNP |
| 1.08% | 0.94% | $1.21亿 | 275.6万股 | $8,857.8万 | 205.2万股 | +70.4万股+34.30% | 加仓 |
 仲量联行JLL |
| 1.03% | 1.1% | $1.16亿 | 37.4万股 | $1.03亿 | 33.9万股 | +3.5万股+10.17% | 加仓 |
 礼来LLY |
| 1.03% | 0.91% | $1.15亿 | 9.6万股 | $8,540.4万 | 9.3万股 | +3,094股+3.33% | 加仓 |
 NVENT ELECTRICNVT |
| 1.01% | 1.27% | $1.14亿 | 67.0万股 | $1.19亿 | 101.0万股 | -34.0万股-33.65% | 减仓 |
 WINTRUST FINLWTFC |
| 1% | 0.9% | $1.12亿 | 69.6万股 | $8,497.8万 | 61.2万股 | +8.4万股+13.79% | 加仓 |
 希捷STX |
| 0.97% | 0.76% | $1.08亿 | 11.2万股 | $7,160.0万 | 18.3万股 | -7.0万股-38.49% | 减仓 |
| EEVERCOREEVR |
| 0.96% | 0.87% | $1.08亿 | 31.6万股 | $8,214.5万 | 27.5万股 | +4.1万股+14.75% | 加仓 |
 MONGODB CL AMDB |
| 0.95% | — | $1.07亿 | 31.9万股 | $0 | 0股 | +31.9万股 | 新买入 |
 VALLEY NATL BANCORPVLY |
| 0.95% | 0.63% | $1.07亿 | 727.7万股 | $5,975.6万 | 486.6万股 | +241.1万股+49.54% | 加仓 |
 应用材料AMAT |
| 0.94% | 0.66% | $1.06亿 | 14.7万股 | $6,192.2万 | 18.1万股 | -3.5万股-19.10% | 减仓 |
 AMD超威AMD |
| 0.93% | 0.55% | $1.05亿 | 18.0万股 | $5,202.0万 | 25.6万股 | -7.6万股-29.55% | 减仓 |
| PPETROLEO BRASILEIROPBR |
| 0.92% | 1.02% | $1.03亿 | 637.3万股 | $9,585.3万 | 461.9万股 | +175.3万股+37.95% | 加仓 |
 奎斯特诊断DGX |
| 0.88% | 0.93% | $9,917.6万 | 46.8万股 | $8,765.7万 | 44.7万股 | +2.1万股+4.62% | 加仓 |
 派克汉尼汾PH |
| 0.88% | 0.86% | $9,842.1万 | 10.1万股 | $8,090.8万 | 9.0万股 | +1.0万股+11.34% | 加仓 |
 CREDICORPBAP |
| 0.87% | 0.86% | $9,775.8万 | 25.1万股 | $8,143.9万 | 24.0万股 | +1.1万股+4.51% | 加仓 |
 高盛GS |
| 0.86% | 0.79% | $9,671.5万 | 9.6万股 | $7,413.1万 | 8.8万股 | +8,002股+9.13% | 加仓 |
 相干公司COHR |
| 0.86% | 1.28% | $9,606.7万 | 24.4万股 | $1.21亿 | 50.8万股 | -26.4万股-52.04% | 减仓 |
 Targa资源TRGP |
| 0.83% | 0.95% | $9,264.8万 | 34.6万股 | $8,913.4万 | 35.5万股 | -9,979股-2.81% | 减仓 |
 联合健康UNH |
| 0.79% | — | $8,839.7万 | 21.3万股 | $0 | 0股 | +21.3万股 | 新买入 |
 卡地纳健康CAH |
| 0.78% | 0.86% | $8,774.5万 | 36.9万股 | $8,077.3万 | 38.2万股 | -1.3万股-3.37% | 减仓 |
 VALEVALE |
| 0.77% | 0.98% | $8,590.2万 | 571.2万股 | $9,241.4万 | 580.9万股 | -9.7万股-1.67% | 减仓 |
 阿格尼科鹰矿AEM |
| 0.75% | 1.64% | $8,451.4万 | 54.4万股 | $1.54亿 | 76.0万股 | -21.5万股-28.33% | 减仓 |
| EEMBRAER S.AFGM |
| 0.72% | 0.78% | $8,049.6万 | 126.2万股 | $7,317.5万 | 123.3万股 | +2.9万股+2.31% | 加仓 |
