 LENNARLEN |
| 11.82% | 15.21% | $10.24亿 | 1,131.6万股 | $9.23亿 | 1,063.2万股 | +68.4万股+6.43% | 加仓 |
 通用汽车GM |
| 11.46% | 15.37% | $9.92亿 | 1,287.4万股 | $9.33亿 | 1,252.6万股 | +34.7万股+2.77% | 加仓 |
| TTOLL BROTHERSTOL |
| 10.71% | 12.69% | $9.28亿 | 563.0万股 | $7.70亿 | 564.5万股 | -1.5万股-0.27% | 减仓 |
| BBECTON DICKINSON & COMBDX |
| 9.93% | — | $8.60亿 | 568.2万股 | $0 | 0股 | +568.2万股 | 新买入 |
 PULTEPHM |
| 8.64% | 10.65% | $7.49亿 | 545.6万股 | $6.47亿 | 549.7万股 | -4.1万股-0.75% | 减仓 |
 D R HORTONDHI |
| 6.59% | 7.84% | $5.71亿 | 350.6万股 | $4.76亿 | 346.7万股 | +3.9万股+1.12% | 加仓 |
 ICON PUB LTD COICLR |
| 6.22% | 3.65% | $5.39亿 | 310.1万股 | $2.22亿 | 200.2万股 | +109.8万股+54.84% | 加仓 |
 埃森哲ACN |
| 4.86% | — | $4.21亿 | 338.5万股 | $0 | 0股 | +338.5万股 | 新买入 |
 OSHKOSHOSK |
| 4.53% | 6.14% | $3.93亿 | 255.9万股 | $3.73亿 | 253.1万股 | +2.8万股+1.09% | 加仓 |
 ARROW ELECTRSARW |
| 4.35% | 4.48% | $3.76亿 | 176.4万股 | $2.72亿 | 189.6万股 | -13.2万股-6.95% | 减仓 |
 AVNETAVT |
| 3.87% | 3.98% | $3.35亿 | 377.3万股 | $2.42亿 | 392.1万股 | -14.8万股-3.77% | 减仓 |
| BBAXTER INTLBAX |
| 3.52% | 3.96% | $3.05亿 | 1,428.5万股 | $2.40亿 | 1,430.8万股 | -2.2万股-0.16% | 减仓 |
| AAVANTORAVTR |
| 2.82% | 2.92% | $2.44亿 | 2,463.7万股 | $1.77亿 | 2,259.4万股 | +204.3万股+9.04% | 加仓 |
 LEARLEA |
| 2.25% | 3.38% | $1.95亿 | 145.6万股 | $2.06亿 | 169.7万股 | -24.1万股-14.22% | 减仓 |
 斯伦贝谢SLB |
| 2.04% | 3.95% | $1.77亿 | 380.2万股 | $2.40亿 | 466.5万股 | -86.2万股-18.48% | 减仓 |
 IQVIAIQV |
| 1.71% | — | $1.48亿 | 76.8万股 | $0 | 0股 | +76.8万股 | 新买入 |
| MMERITAGE HOMESMTH |
| 1.26% | 1.48% | $1.09亿 | 129.7万股 | $8,996.8万 | 145.5万股 | -15.7万股-10.82% | 减仓 |
| NNOVNOV |
| 1.2% | 1.78% | $1.04亿 | 562.0万股 | $1.08亿 | 575.1万股 | -13.1万股-2.28% | 减仓 |
| DDNOWDNOW |
| 0.65% | 0.16% | $5,633.7万 | 434.4万股 | $982.0万 | 82.4万股 | +351.9万股+426.83% | 加仓 |
| V先锋领航·INSTL INDEX FDVBIL |
| 0.58% | 1.49% | $5,010.0万 | 66.2万股 | $9,051.0万 | 119.6万股 | -53.4万股-44.67% | 减仓 |
| EEPAM SYSEPAM |
| 0.54% | — | $4,660.2万 | 58.7万股 | $0 | 0股 | +58.7万股 | 新买入 |
 LENNAR CORP CLASS BLEN |
| 0.37% | 0.5% | $3,229.6万 | 36.4万股 | $3,062.5万 | 36.4万股 | 00.00% | 持仓不变 |
| CCRHCRH |
| 0.02% | 0.03% | $187.3万 | 1.8万股 | $184.0万 | 1.8万股 | 00.00% | 持仓不变 |
 AGILENT TECHNOLOGIES COMA |
| 0.02% | 0.02% | $142.1万 | 1.1万股 | $122.0万 | 1.1万股 | 00.00% | 持仓不变 |
 嘉信理财SCHW |
| 0.01% | 0.02% | $115.3万 | 1.3万股 | $117.5万 | 1.3万股 | 00.00% | 持仓不变 |
 摩根大通JPM |
| 0.01% | 0.02% | $81.8万 | 2,500股 | $117.7万 | 4,000股 | -1,500股-37.50% | 减仓 |
 联合太平洋铁路UNP |
| 0.01% | 0.01% | $55.3万 | 2,032股 | $49.3万 | 2,032股 | 00.00% | 持仓不变 |
| GGENPACT LIMITEDG |
| <0.01% | 0.01% | $27.5万 | 1.0万股 | $37.3万 | 1.0万股 | 00.00% | 持仓不变 |
