 TE CONNECTIVITY ORD SHSTEL |
| 6.25% | — | $364.6万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 万事达MA |
| 6.1% | — | $355.9万 | 6,929股 | $0 | 0股 | +6,929股 | 新买入 |
| TTERADYNETER |
| 3.62% | — | $211.1万 | 4,363股 | $0 | 0股 | +4,363股 | 新买入 |
 HUNTINGTON INGALLS INDS COMHII |
| 2.96% | — | $172.7万 | 6,169股 | $0 | 0股 | +6,169股 | 新买入 |
 欧特克ADSK |
| 2.84% | — | $165.3万 | 8,503股 | $0 | 0股 | +8,503股 | 新买入 |
 CHECK POINT SOFTWARE TECH ORDCHKP |
| 2.83% | — | $164.8万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 贝莱德·INC COMBLK |
| 2.46% | 4.59% | $143.6万 | 1,493股 | $223.2万 | 2,321股 | -828股-35.67% | 减仓 |
| EEVERPURE CL AEVPR |
| 2.39% | — | $139.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| CCBRE CL ACBRE |
| 2.33% | 5.48% | $136.1万 | 1.0万股 | $266.4万 | 2.0万股 | -9,556股-48.60% | 减仓 |
 芝加哥商品交易所CME |
| 2.3% | — | $134.2万 | 6,076股 | $0 | 0股 | +6,076股 | 新买入 |
 标普全球SPGI |
| 2.19% | 1.41% | $128.0万 | 3,142股 | $68.5万 | 1,611股 | +1,531股+95.03% | 加仓 |
| S道富·EET MATERIALS SELECT SECTOR SPDR ETFXLB |
| 2.19% | — | $127.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 LINCOLN ELECLECO |
| 2.1% | 1.01% | $122.7万 | 4,622股 | $49.0万 | 1,966股 | +2,656股+135.10% | 加仓 |
 财捷INTU |
| 2.08% | — | $121.2万 | 4,643股 | $0 | 0股 | +4,643股 | 新买入 |
 高盛GS |
| 1.94% | — | $113.2万 | 1,119股 | $0 | 0股 | +1,119股 | 新买入 |
 VALEVALE |
| 1.86% | 0.96% | $108.7万 | 7.2万股 | $46.5万 | 2.9万股 | +4.3万股+147.13% | 加仓 |
 NUTRIENNTR |
| 1.81% | — | $105.3万 | 1.7万股 | $0 | 0股 | +1.7万股 | 新买入 |
 阿斯麦ASML |
| 1.78% | 0.9% | $104.0万 | 523股 | $44.0万 | 333股 | +190股+57.06% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.74% | — | $101.5万 | 8,030股 | $0 | 0股 | +8,030股 | 新买入 |
 LENNARLEN |
| 1.72% | 2.09% | $100.2万 | 1.1万股 | $101.5万 | 1.2万股 | -610股-5.22% | 减仓 |
 艾默生电气EMR |
| 1.56% | 1.96% | $90.8万 | 6,341股 | $95.1万 | 7,260股 | -919股-12.66% | 减仓 |
| SSANOFI SPONSORED ADRSNY |
| 1.54% | — | $90.0万 | 2.1万股 | $0 | 0股 | +2.1万股 | 新买入 |
 ON SEMICONDUCTOR COMON |
| 1.54% | — | $89.9万 | 9,507股 | $0 | 0股 | +9,507股 | 新买入 |
| GGROUP 1 AUTOMOTIVEGPI |
| 1.42% | 0.87% | $82.5万 | 2,834股 | $42.2万 | 1,277股 | +1,557股+121.93% | 加仓 |
| IiShares安硕EWJ |
| 1.32% | — | $76.7万 | 8,222股 | $0 | 0股 | +8,222股 | 新买入 |
 第一资本COF |
| 1.28% | 2.15% | $74.9万 | 3,734股 | $104.4万 | 5,724股 | -1,990股-34.77% | 减仓 |
 达美乐披萨DPZ |
| 1.22% | — | $71.2万 | 2,404股 | $0 | 0股 | +2,404股 | 新买入 |
 SKYWORKS SOLUTIONSSWKS |
| 1.2% | 1.94% | $69.7万 | 1.0万股 | $94.2万 | 1.8万股 | -7,314股-41.56% | 减仓 |
 富达·NATL FINL INCFNF |
| 1.16% | 1.54% | $67.4万 | 1.4万股 | $74.8万 | 1.6万股 | -1,826股-11.33% | 减仓 |
 CencoraCOR |
| 1.14% | 3.99% | $66.7万 | 2,357股 | $193.9万 | 6,171股 | -3,814股-61.81% | 减仓 |
 滨特尔PNR |
| 1.13% | 2.29% | $66.1万 | 8,617股 | $111.5万 | 1.3万股 | -4,184股-32.68% | 减仓 |
 希捷STX |
| 1.13% | — | $65.9万 | 683股 | $0 | 0股 | +683股 | 新买入 |
 DANAHER DEL COMDHR |
| 1.13% | 0.43% | $65.8万 | 3,454股 | $20.7万 | 1,093股 | +2,361股+216.01% | 加仓 |
 泛林集团LRCX |
| 1.09% | — | $63.7万 | 1,469股 | $0 | 0股 | +1,469股 | 新买入 |
 马丁玛丽埃塔MLM |
| 1.08% | — | $63.3万 | 1,097股 | $0 | 0股 | +1,097股 | 新买入 |
 EquifaxEFX |
| 1.08% | 1.25% | $63.2万 | 3,980股 | $61.0万 | 3,388股 | +592股+17.47% | 加仓 |
 SterisSTE |
| 1.02% | — | $59.7万 | 2,834股 | $0 | 0股 | +2,834股 | 新买入 |
 诺华NVS |
| 1.01% | 1.17% | $58.9万 | 3,757股 | $57.1万 | 3,735股 | +22股+0.59% | 加仓 |
 优步UBER |
| 0.97% | — | $56.3万 | 7,803股 | $0 | 0股 | +7,803股 | 新买入 |
 Pdd Holdings Inc ADRPDD |
| 0.97% | 0.5% | $56.3万 | 7,379股 | $24.5万 | 2,394股 | +4,985股+208.23% | 加仓 |
 LOUISIANA PACLPX |
| 0.95% | — | $55.6万 | 7,070股 | $0 | 0股 | +7,070股 | 新买入 |
 西部数据WDC |
| 0.95% | — | $55.6万 | 870股 | $0 | 0股 | +870股 | 新买入 |
 雅培ABT |
| 0.94% | 0.86% | $54.9万 | 6,049股 | $41.8万 | 4,069股 | +1,980股+48.66% | 加仓 |
 TELEDYNE TECHNOLOGIESTDY |
| 0.92% | 1.41% | $53.6万 | 803股 | $68.7万 | 1,136股 | -333股-29.31% | 减仓 |
 美盛MOS |
| 0.92% | — | $53.4万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 汽车地带AZO |
| 0.89% | — | $52.1万 | 163股 | $0 | 0股 | +163股 | 新买入 |
| HHUBHUBG |
| 0.86% | 3.62% | $50.0万 | 1.1万股 | $175.9万 | 4.9万股 | -3.7万股-76.62% | 减仓 |
 GENERAL MILLS COMGIS |
| 0.85% | — | $49.5万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| NNVRNVR |
| 0.79% | 0.99% | $46.3万 | 68股 | $48.1万 | 73股 | -5股-6.85% | 减仓 |
 壳牌SHEL |
| 0.77% | 2.42% | $45.0万 | 5,802股 | $117.8万 | 1.3万股 | -6,862股-54.19% | 减仓 |
