 AXALTA COATING SYSAXTA |
| 14.02% | 15.32% | $1.20亿 | 349.5万股 | $1.11亿 | 400.8万股 | -51.3万股-12.79% | 减仓 |
 TE CONNECTIVITY ORD SHSTEL |
| 13.75% | 14.79% | $1.17亿 | 58.2万股 | $1.07亿 | 51.3万股 | +6.9万股+13.40% | 加仓 |
 HARLEY DAVIDSON COMHOG |
| 12.54% | 5.94% | $1.07亿 | 437.2万股 | $4,307.5万 | 213.0万股 | +224.2万股+105.24% | 加仓 |
| CCBRE CL ACBRE |
| 10.44% | 5.05% | $8,901.7万 | 63.4万股 | $3,657.2万 | 25.2万股 | +38.2万股+151.72% | 加仓 |
 ALLISON TRANSMISSION IALSN |
| 10.05% | 7.48% | $8,573.6万 | 76.0万股 | $5,418.4万 | 46.3万股 | +29.8万股+64.29% | 加仓 |
 安费诺APH |
| 10.04% | — | $8,561.3万 | 48.6万股 | $0 | 0股 | +48.6万股 | 新买入 |
 台积电TSM |
| 8.93% | 10.15% | $7,616.6万 | 15.9万股 | $7,358.2万 | 21.8万股 | -5.8万股-26.75% | 减仓 |
 OTIS WORLDWIDEOTIS |
| 8.24% | 9.86% | $7,025.3万 | 98.1万股 | $7,146.8万 | 92.7万股 | +5.4万股+5.82% | 加仓 |
 VISTEONVC |
| 4.79% | 7.72% | $4,081.9万 | 41.1万股 | $5,596.8万 | 61.4万股 | -20.3万股-33.02% | 减仓 |
 ANALOG DEVICES COMADI |
| 3.93% | — | $3,352.1万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
 通用汽车GM |
| 3.28% | — | $2,795.7万 | 36.3万股 | $0 | 0股 | +36.3万股 | 新买入 |
