| GGLACIER BANCORP NEWGBCI |
| 10.01% | 9.17% | $1,525.3万 | 29.6万股 | $1,300.5万 | 29.5万股 | +489股+0.17% | 加仓 |
 GE航空GE |
| 4.78% | 4.71% | $727.8万 | 1.9万股 | $668.4万 | 2.2万股 | -2,225股-10.25% | 减仓 |
 波音BA |
| 3.92% | 3.92% | $597.5万 | 2.8万股 | $555.8万 | 2.6万股 | +2,000股+7.81% | 加仓 |
 英特尔INTC |
| 3.08% | 1.36% | $469.9万 | 3.4万股 | $193.4万 | 5.2万股 | -1.9万股-35.78% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 2.81% | 2.63% | $428.8万 | 8.3万股 | $372.4万 | 9.0万股 | -6,700股-7.44% | 减仓 |
| PPENN ENTERTAINMENTPENN |
| 2.65% | 1.89% | $403.5万 | 18.9万股 | $268.7万 | 18.2万股 | +6,750股+3.71% | 加仓 |
| PProShares信托PSQ |
| 2.5% | 1.45% | $381.4万 | 15.2万股 | $206.3万 | 6.8万股 | +8.4万股+122.84% | 加仓 |
 壳牌SHEL |
| 2.47% | 2.91% | $376.1万 | 4.9万股 | $412.2万 | 5.6万股 | -7,600股-13.55% | 减仓 |
 GAMING &LEISURE PGLPI |
| 2.29% | 2.47% | $348.5万 | 7.8万股 | $349.7万 | 7.8万股 | 00.00% | 持仓不变 |
 ARCOS DORADOSARCO |
| 1.85% | 1.49% | $281.9万 | 35.0万股 | $211.3万 | 28.8万股 | +6.2万股+21.50% | 加仓 |
 BP SPONSORED ADRBP |
| 1.82% | 1.84% | $277.3万 | 7.5万股 | $260.7万 | 7.5万股 | -11股-0.01% | 减仓 |
| VVanEck ETF信托GDX |
| 1.81% | 2.41% | $275.8万 | 3.7万股 | $342.2万 | 4.0万股 | -3,350股-8.40% | 减仓 |
 CNH INDLCNH |
| 1.75% | 0.79% | $267.3万 | 23.8万股 | $111.6万 | 12.1万股 | +11.7万股+96.69% | 加仓 |
 BARCLAYSBCS |
| 1.67% | 2.16% | $253.8万 | 9.5万股 | $306.7万 | 12.1万股 | -2.6万股-21.58% | 减仓 |
 VAIL RESORTSMTN |
| 1.65% | — | $252.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| LLINDBLAD EXPEDITIONS ILIND |
| 1.48% | 1.42% | $225.4万 | 8.0万股 | $201.7万 | 14.0万股 | -6.0万股-42.96% | 减仓 |
| FFMCFMC |
| 1.4% | 0.98% | $213.8万 | 18.6万股 | $138.8万 | 10.0万股 | +8.6万股+85.71% | 加仓 |
 DOW COMDOW |
| 1.4% | 1.36% | $213.4万 | 7.8万股 | $192.2万 | 8.2万股 | -4,200股-5.11% | 减仓 |
| PProShares信托SH |
| 1.39% | 1.75% | $212.0万 | 6.4万股 | $248.6万 | 6.9万股 | -4,800股-6.96% | 减仓 |
| B巴里克黄金GOLD |
| 1.31% | 1.62% | $200.4万 | 5.5万股 | $229.9万 | 5.3万股 | +1,750股+3.31% | 加仓 |
 PAN AMERN SILVERPAAS |
| 1.27% | 1.63% | $192.9万 | 4.3万股 | $230.9万 | 4.5万股 | -1,507股-3.38% | 减仓 |
| IIMAXIMAX |
| 1.23% | 1.47% | $187.9万 | 4.7万股 | $208.8万 | 5.7万股 | -9,350股-16.55% | 减仓 |
| V先锋领航国际股票指数基金VGK |
| 1.22% | 1.24% | $185.9万 | 2.1万股 | $175.6万 | 2.1万股 | 00.00% | 持仓不变 |
 永利度假村WYNN |
| 1.21% | 1.61% | $184.6万 | 1.9万股 | $228.8万 | 1.9万股 | 00.00% | 持仓不变 |
 ELANCO ANIMAL HEALTHELAN |
| 1.21% | 1.21% | $184.6万 | 7.5万股 | $172.0万 | 7.6万股 | -1,000股-1.32% | 减仓 |
| CCOEUR MNGCDE |
| 1.21% | — | $184.1万 | 11.3万股 | $0 | 0股 | +11.3万股 | 新买入 |
| SSPROTT ASSET MANAGEMENT PHYSICAL GOLD TRPHYS |
| 1.21% | 1.51% | $184.0万 | 6.1万股 | $214.6万 | 6.5万股 | -4,000股-6.15% | 减仓 |
 联合包裹UPSUPS |
| 1.16% | 0.7% | $177.4万 | 1.7万股 | $99.2万 | 1.0万股 | +6,500股+65.00% | 加仓 |
 纽蒙特NEM |
| 1.14% | 1.33% | $174.2万 | 1.9万股 | $188.2万 | 1.9万股 | -200股-1.06% | 减仓 |
 威瑞森VZ |
| 1.12% | 1.58% | $170.0万 | 4.0万股 | $223.4万 | 5.5万股 | -1.5万股-26.80% | 减仓 |
 WEYERHAEUSERWY |
| 0.97% | 0.93% | $147.8万 | 6.2万股 | $131.5万 | 5.6万股 | +6,250股+11.26% | 加仓 |
 诺和诺德NVO |
| 0.96% | — | $145.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 LoewsL |
| 0.94% | 0.94% | $143.8万 | 1.3万股 | $133.7万 | 1.3万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.88% | 1.03% | $134.3万 | 1.0万股 | $146.3万 | 1.4万股 | -3,450股-24.82% | 减仓 |
 CRISPR THERAPEUTICSCRSP |
| 0.88% | 0.84% | $134.0万 | 2.5万股 | $119.4万 | 2.3万股 | +1,800股+7.90% | 加仓 |
 斯伦贝谢SLB |
| 0.88% | 0.94% | $133.4万 | 2.9万股 | $133.2万 | 3.5万股 | -6,000股-17.29% | 减仓 |
 TARGET COMTGT |
| 0.87% | 0.73% | $133.2万 | 1.0万股 | $103.1万 | 1.1万股 | -350股-3.32% | 减仓 |
| UUNILEVER SPON ADR NEWUL |
| 0.87% | 1.07% | $133.2万 | 2.2万股 | $151.1万 | 2.3万股 | -953股-4.13% | 减仓 |
 GOODYEAR TIRE & RUBRGT |
| 0.86% | 0.59% | $130.7万 | 19.8万股 | $84.1万 | 9.6万股 | +10.2万股+106.25% | 加仓 |
 VIATRISVTRS |
| 0.85% | 0.74% | $129.0万 | 8.1万股 | $105.2万 | 8.5万股 | -3,250股-3.85% | 减仓 |
 WELLS FARGO NEWWFC |
| 0.84% | 1.05% | $128.1万 | 1.6万股 | $149.1万 | 1.6万股 | -500股-3.13% | 减仓 |
| AABRDN PLATINUM ETF TRUST ABRDN PHYSICAL PLATINUM SHARES ETFPPLT |
| 0.83% | 1.24% | $126.5万 | 9.0万股 | $176.2万 | 9,450股 | +8.0万股+847.09% | 加仓 |
 KRAFT HEINZ COMKHC |
| 0.81% | 0.78% | $124.1万 | 5.3万股 | $111.3万 | 4.6万股 | +6,650股+14.49% | 加仓 |
| IIBMIBM |
| 0.79% | 0.96% | $120.9万 | 4,300股 | $136.3万 | 4,600股 | -300股-6.52% | 减仓 |
 福特F |
| 0.79% | 0.87% | $120.1万 | 8.6万股 | $122.9万 | 9.4万股 | -7,300股-7.79% | 减仓 |
| T泰森食品TSN |
| 0.78% | 0.86% | $119.4万 | 2.1万股 | $121.6万 | 2.1万股 | +100股+0.48% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.74% | 0.76% | $113.5万 | 1.4万股 | $107.2万 | 1.6万股 | -1,575股-9.91% | 减仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.74% | — | $113.4万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
 威廉姆斯WMB |
| 0.73% | 0.78% | $110.8万 | 1.5万股 | $110.6万 | 1.8万股 | -3,500股-19.02% | 减仓 |
 美敦力MDT |
| 0.72% | 0.26% | $109.9万 | 1.4万股 | $37.5万 | 3,900股 | +1.0万股+260.26% | 加仓 |
