 VanEck ETF信托SMH |
| 8.08% | 6.33% | $1,311.8万 | 2.0万股 | $766.8万 | 2.0万股 | 00.00% | 持仓不变 |
 TELEDYNE TECHNOLOGIESTDY |
| 5.66% | 5.22% | $918.5万 | 1.4万股 | $632.4万 | 1.0万股 | +3,320股+31.76% | 加仓 |
| GGRANITE CONSTRSPHB |
| 5.24% | 5.37% | $849.9万 | 5.4万股 | $650.5万 | 5.4万股 | -499股-0.92% | 减仓 |
| CCENTURICTRI |
| 4.67% | 5.68% | $758.6万 | 25.1万股 | $687.8万 | 23.5万股 | +1.5万股+6.54% | 加仓 |
 派克汉尼汾PH |
| 4.39% | — | $712.1万 | 7,280股 | $0 | 0股 | +7,280股 | 新买入 |
 应用材料AMAT |
| 4.37% | 3.64% | $708.5万 | 9,800股 | $440.9万 | 1.3万股 | -3,100股-24.03% | 减仓 |
| MMERCURY SYSMRCY |
| 4.08% | 3.64% | $661.3万 | 5.4万股 | $440.8万 | 6.0万股 | -6,400股-10.59% | 减仓 |
 QUANTA SVCSPWR |
| 3.77% | 3.24% | $611.2万 | 8,488股 | $391.9万 | 7,138股 | +1,350股+18.91% | 加仓 |
 APPLIED INDL TECHNOLOGIES INAIT |
| 3.74% | — | $607.0万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 林德LIN |
| 3.54% | 5.6% | $573.9万 | 1.1万股 | $678.7万 | 1.4万股 | -2,630股-19.21% | 减仓 |
| AATIATI |
| 3.36% | 4.22% | $545.0万 | 2.8万股 | $511.2万 | 3.5万股 | -7,497股-21.33% | 减仓 |
| KKODIAK GAS SVCSKGS |
| 3.3% | 6.14% | $536.3万 | 7.1万股 | $744.0万 | 12.8万股 | -5.6万股-44.05% | 减仓 |
| EELEMENT SOLUTIONSESI |
| 3.28% | 3.58% | $532.9万 | 11.2万股 | $434.0万 | 12.7万股 | -1.6万股-12.19% | 减仓 |
 威廉姆斯WMB |
| 3.28% | 4.31% | $532.7万 | 7.2万股 | $521.5万 | 7.2万股 | 00.00% | 持仓不变 |
| SSOLARIS ENERGY INFRASSEI |
| 3.27% | 3.62% | $530.7万 | 6.6万股 | $438.4万 | 7.8万股 | -1.2万股-14.97% | 减仓 |
 AMETEK COMAME |
| 3.16% | — | $512.8万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 TFI INTERNATIONALTFII |
| 3.03% | — | $491.8万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 伍德沃德WWD |
| 3.01% | 4.52% | $488.4万 | 1.1万股 | $547.6万 | 1.5万股 | -3,820股-24.97% | 减仓 |
| AAts Corporation. Ordinary SharesATS |
| 2.93% | 3.53% | $475.9万 | 16.5万股 | $427.5万 | 15.2万股 | +1.3万股+8.84% | 加仓 |
 TIMKENTKR |
| 2.84% | — | $460.7万 | 3.2万股 | $0 | 0股 | +3.2万股 | 新买入 |
| TTALEN ENERGYTLN |
| 2.77% | 3.08% | $449.6万 | 1.2万股 | $373.5万 | 1.2万股 | 00.00% | 持仓不变 |
| MMODINE MFGMOD |
| 2.65% | 4.19% | $429.9万 | 1.6万股 | $507.5万 | 2.3万股 | -7,319股-31.25% | 减仓 |
 台积电TSM |
| 2.64% | 2.99% | $428.2万 | 8,966股 | $361.9万 | 1.1万股 | -1,744股-16.28% | 减仓 |
 ANALOG DEVICES COMADI |
| 2.63% | 4.18% | $426.8万 | 1.1万股 | $506.0万 | 1.6万股 | -5,160股-32.44% | 减仓 |
| T赛默飞世尔TMO |
| 2.61% | — | $423.1万 | 8,440股 | $0 | 0股 | +8,440股 | 新买入 |
 康宁GLW |
| 2.54% | 2.23% | $412.2万 | 1.6万股 | $269.8万 | 2.0万股 | -3,700股-18.65% | 减仓 |
| MMACOM TECH SOLUTIONS IMTSI |
| 1.87% | 1.86% | $303.2万 | 7,970股 | $224.7万 | 1.0万股 | -2,150股-21.25% | 减仓 |
| EENTEGRISENTG |
| 1.22% | — | $197.8万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| CCIPHER DIGITALCIFR |
| 1.16% | — | $188.7万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 星座能源CEG |
| 0.92% | — | $149.0万 | 6,000股 | $0 | 0股 | +6,000股 | 新买入 |
