 LENNARLEN |
| 14.49% | 9.45% | $193.5万 | 1.0万股 | $147.2万 | 9,821股 | +500股+5.09% | 加仓 |
 VALEVALE |
| 11.18% | — | $149.3万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 福特F |
| 6.01% | 0.96% | $80.3万 | 7.6万股 | $15.0万 | 1.2万股 | +6.4万股+535.86% | 加仓 |
 STELLANTIS N.V SHSSTLA |
| 4.8% | — | $64.1万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 PPG工业PPG |
| 4.17% | 2.1% | $55.6万 | 4,200股 | $32.7万 | 2,600股 | +1,600股+61.54% | 加仓 |
 MOLSON COORS BEVERAGE CL BTAP |
| 3.23% | 5.35% | $43.1万 | 7,500股 | $83.4万 | 1.6万股 | -8,900股-54.27% | 减仓 |
 SKYWORKS SOLUTIONSSWKS |
| 3.18% | — | $42.5万 | 4,300股 | $0 | 0股 | +4,300股 | 新买入 |
 德康医疗DXCM |
| 3.16% | — | $42.2万 | 6,300股 | $0 | 0股 | +6,300股 | 新买入 |
| Q高通QCOM |
| 3.06% | — | $40.8万 | 2,400股 | $0 | 0股 | +2,400股 | 新买入 |
 POSCOPKX |
| 2.62% | — | $35.0万 | 5,000股 | $0 | 0股 | +5,000股 | 新买入 |
 QorvoQRVO |
| 2.17% | — | $28.9万 | 2,800股 | $0 | 0股 | +2,800股 | 新买入 |
 InsuletPODD |
| 1.92% | 0.91% | $25.6万 | 1,100股 | $14.1万 | 700股 | +400股+57.14% | 加仓 |
 美高梅MGM |
| 1.9% | — | $25.4万 | 6,500股 | $0 | 0股 | +6,500股 | 新买入 |
 HALLIBURTON COMHAL |
| 1.67% | 1.45% | $22.4万 | 7,700股 | $22.6万 | 6,700股 | +1,000股+14.93% | 加仓 |
 斯伦贝谢SLB |
| 1.57% | 1.3% | $21.0万 | 5,000股 | $20.3万 | 4,300股 | +700股+16.28% | 加仓 |
| BBANZAI INTERNATIONAL INCPARA |
| 1.54% | 0.97% | $20.6万 | 1.9万股 | $15.2万 | 1.5万股 | +4,800股+32.88% | 加仓 |
 LAS VEGAS SANDS COMLVS |
| 1.43% | 0.43% | $19.1万 | 3,800股 | $6.6万 | 1,500股 | +2,300股+153.33% | 加仓 |
 SAREPTA THERAPEUTICSSRPT |
| 1.31% | 0.2% | $17.5万 | 1,400股 | $3.2万 | 200股 | +1,200股+600.00% | 加仓 |
 登士柏西诺德XRAY |
| 1.24% | 0.58% | $16.5万 | 6,100股 | $9.0万 | 3,600股 | +2,500股+69.44% | 加仓 |
| NNOVNOV |
| 1.09% | 1.88% | $14.5万 | 9,100股 | $29.3万 | 1.5万股 | -6,300股-40.91% | 减仓 |
 DOLLAR GEN NEWDG |
| 1.01% | 1.02% | $13.5万 | 1,600股 | $15.9万 | 1,200股 | +400股+33.33% | 加仓 |
 AXALTA COATING SYSAXTA |
| 0.99% | — | $13.3万 | 3,671股 | $0 | 0股 | +3,671股 | 新买入 |
 Dollar TreeDLTR |
| 0.95% | 1.1% | $12.7万 | 1,800股 | $17.1万 | 1,600股 | +200股+12.50% | 加仓 |
 WAYFAIRW |
| 0.93% | 0.91% | $12.4万 | 2,200股 | $14.2万 | 2,700股 | -500股-18.52% | 减仓 |
| SSTUDIO CITY INTL HLDGS LTD SPON ADSMSC |
| 0.92% | 0.62% | $12.3万 | 1.6万股 | $9.6万 | 1.6万股 | 00.00% | 持仓不变 |
 因赛特INCY |
| 0.89% | 0.31% | $11.9万 | 1,800股 | $4.8万 | 800股 | +1,000股+125.00% | 加仓 |
 LEARLEA |
| 0.82% | 2.28% | $10.9万 | 1,000股 | $35.5万 | 3,106股 | -2,106股-67.80% | 减仓 |
 NeurocrineNBIX |
| 0.78% | — | $10.4万 | 900股 | $0 | 0股 | +900股 | 新买入 |
 MOLINA HEALTHCAREMOH |
| 0.77% | 0.38% | $10.3万 | 300股 | $5.9万 | 200股 | +100股+50.00% | 加仓 |
| BBEST BUYBBY |
| 0.77% | 0.87% | $10.3万 | 1,000股 | $13.5万 | 1,600股 | -600股-37.50% | 减仓 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.76% | 0.77% | $10.2万 | 400股 | $12.1万 | 500股 | -100股-20.00% | 减仓 |
 MCKESSON COMMCK |
| 0.74% | — | $9.9万 | 200股 | $0 | 0股 | +200股 | 新买入 |
| BBAXTER INTLBAX |
| 0.74% | 0.71% | $9.9万 | 2,600股 | $11.0万 | 3,300股 | -700股-21.21% | 减仓 |
 BioMarin制药BMRN |
| 0.74% | 0.42% | $9.8万 | 1,400股 | $6.6万 | 800股 | +600股+75.00% | 加仓 |
 BRIXMOR PPTYBRX |
| 0.73% | 0.35% | $9.8万 | 3,100股 | $5.5万 | 1,900股 | +1,200股+63.16% | 加仓 |
 渤健BIIB |
| 0.73% | 0.15% | $9.7万 | 500股 | $2.3万 | 100股 | +400股+400.00% | 加仓 |
 MOHAWK INDSMHK |
| 0.72% | 0.44% | $9.6万 | 600股 | $6.8万 | 600股 | 00.00% | 持仓不变 |
 HUMANA COMHUM |
| 0.71% | 0.24% | $9.5万 | 300股 | $3.7万 | 100股 | +200股+200.00% | 加仓 |
 TARGET COMTGT |
| 0.7% | 1.14% | $9.4万 | 600股 | $17.8万 | 1,200股 | -600股-50.00% | 减仓 |
 GOODYEAR TIRE & RUBRGT |
| 0.69% | — | $9.2万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 CVS健康CVS |
| 0.66% | — | $8.8万 | 1,400股 | $0 | 0股 | +1,400股 | 新买入 |
| CCOGNEXCGNX |
| 0.64% | 0.01% | $8.5万 | 2,100股 | $2,104 | 45股 | +2,055股+4,566.67% | 加仓 |
 ADVANCE AUTO PARTSAAP |
| 0.58% | 0.41% | $7.8万 | 2,000股 | $6.3万 | 1,000股 | +1,000股+100.00% | 加仓 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 0.58% | 1.49% | $7.8万 | 200股 | $23.2万 | 600股 | -400股-66.67% | 减仓 |
 迪士尼DIS |
| 0.58% | — | $7.7万 | 800股 | $0 | 0股 | +800股 | 新买入 |
| SSTAR BULK CARRIERSSBLK |
| 0.57% | — | $7.6万 | 3,200股 | $0 | 0股 | +3,200股 | 新买入 |
 雅保ALB |
| 0.57% | 3.68% | $7.6万 | 799股 | $57.3万 | 5,999股 | -5,200股-86.68% | 减仓 |
 捷迈邦美ZBH |
| 0.57% | 0.28% | $7.6万 | 700股 | $4.3万 | 400股 | +300股+75.00% | 加仓 |
 ROKU COM CL AROKU |
| 0.56% | 0.42% | $7.5万 | 1,000股 | $6.6万 | 1,100股 | -100股-9.09% | 减仓 |
 爱德华生命科学EW |
| 0.54% | — | $7.3万 | 1,100股 | $0 | 0股 | +1,100股 | 新买入 |
