| TTALEN ENERGYTLN |
| 7.62% | 11.21% | $6,052.1万 | 15.8万股 | $6,665.5万 | 20.9万股 | -5.1万股-24.57% | 减仓 |
 亚马逊AMZN |
| 7.13% | — | $5,665.3万 | 23.8万股 | $0 | 0股 | +23.8万股 | 新买入 |
| CCARPENTER TECHNOLOGYCRS |
| 7% | 8.83% | $5,565.1万 | 9.0万股 | $5,250.1万 | 13.3万股 | -4.3万股-32.27% | 减仓 |
| DDYCOM INDSDY |
| 6.76% | 5.99% | $5,372.4万 | 10.6万股 | $3,564.4万 | 10.5万股 | +1,060股+1.01% | 加仓 |
 台积电TSM |
| 6.43% | 11.74% | $5,107.1万 | 10.7万股 | $6,982.0万 | 20.7万股 | -10.0万股-48.24% | 减仓 |
| HHUDBAY MINERALSHBM |
| 6.34% | — | $5,035.3万 | 213.3万股 | $0 | 0股 | +213.3万股 | 新买入 |
 阿斯麦ASML |
| 6.26% | — | $4,973.6万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 EntergyETR |
| 6.16% | — | $4,897.6万 | 42.6万股 | $0 | 0股 | +42.6万股 | 新买入 |
| SSKEENA RES NEWSKE |
| 5.43% | 6.57% | $4,315.2万 | 162.1万股 | $3,909.1万 | 131.3万股 | +30.8万股+23.43% | 加仓 |
 切尼尔能源LNG |
| 4.9% | 2.81% | $3,897.3万 | 16.3万股 | $1,671.3万 | 5.9万股 | +10.4万股+176.84% | 加仓 |
 万事达MA |
| 4.85% | — | $3,852.0万 | 7.5万股 | $0 | 0股 | +7.5万股 | 新买入 |
| VVALMONT INDSVMI |
| 4.75% | — | $3,771.7万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 马丁玛丽埃塔MLM |
| 4.73% | — | $3,760.1万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 CADENCE DESIGN SYSTEM COMAYI |
| 4.72% | — | $3,753.2万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
 EQTEQT |
| 4.68% | — | $3,721.9万 | 70.0万股 | $0 | 0股 | +70.0万股 | 新买入 |
 CORE & MAINCNM |
| 4.61% | — | $3,662.2万 | 75.9万股 | $0 | 0股 | +75.9万股 | 新买入 |
 GE航空GE |
| 3.76% | 0.31% | $2,989.8万 | 8.0万股 | $181.6万 | 6,400股 | +7.4万股+1,150.00% | 加仓 |
 自由港麦克莫兰FCX |
| 3.17% | 3.95% | $2,515.6万 | 40.0万股 | $2,351.2万 | 40.0万股 | 00.00% | 持仓不变 |
 QUANTA SVCSPWR |
| 0.39% | 5.54% | $309.6万 | 4,300股 | $3,294.1万 | 6.0万股 | -5.6万股-92.83% | 减仓 |
| SSINDA LTDSIND |
| 0.3% | — | $240.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
