| SSPDR标普500 ETFSPY |
| 37.84% | 7.47% | $9,334.6万 | 12.5万股 | $1,951.0万 | 3.0万股 | +9.5万股+316.67% | 加仓 |
 AMETEK COMAME |
| 3.36% | — | $827.7万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 CSX铁路CSX |
| 3.23% | 4.09% | $798.0万 | 16.8万股 | $1,066.9万 | 26.0万股 | -9.2万股-35.40% | 减仓 |
| QQNITY ELECTRONICS COMMON STOCKQ |
| 3.03% | — | $747.0万 | 4.6万股 | $0 | 0股 | +4.6万股 | 新买入 |
 联邦快递FDX |
| 2.99% | 3.53% | $738.7万 | 2.4万股 | $921.1万 | 2.6万股 | -2,270股-8.78% | 减仓 |
 派克汉尼汾PH |
| 2.88% | 3.83% | $710.1万 | 7,260股 | $999.1万 | 1.1万股 | -3,900股-34.95% | 减仓 |
 Bloom EnergyBE |
| 2.71% | 1.55% | $668.7万 | 2.2万股 | $403.9万 | 3.0万股 | -7,720股-25.90% | 减仓 |
 TIMKENTKR |
| 2.45% | — | $603.4万 | 4.2万股 | $0 | 0股 | +4.2万股 | 新买入 |
 RPM INTLRPM |
| 2.42% | — | $596.9万 | 5.4万股 | $0 | 0股 | +5.4万股 | 新买入 |
 GE VernovaGEV |
| 2.41% | 2.11% | $593.3万 | 5,050股 | $550.8万 | 6,310股 | -1,260股-19.97% | 减仓 |
| AATIATI |
| 2.35% | 1.78% | $579.1万 | 2.9万股 | $465.5万 | 3.2万股 | -2,620股-8.19% | 减仓 |
 伍德沃德WWD |
| 2.33% | — | $575.2万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
| SSANDISK COMSNDK |
| 2.25% | — | $555.9万 | 2,445股 | $0 | 0股 | +2,445股 | 新买入 |
| OOKLOOKLO |
| 2.12% | — | $523.3万 | 10.0万股 | $0 | 0股 | +10.0万股 | 新买入 |
| RRBC BEARINGSRBC |
| 1.95% | — | $481.1万 | 7,470股 | $0 | 0股 | +7,470股 | 新买入 |
 MICROCHIP TECHNOLOGYMCHP |
| 1.91% | — | $470.5万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
 希捷STX |
| 1.8% | — | $442.9万 | 4,590股 | $0 | 0股 | +4,590股 | 新买入 |
 柯蒂斯怀特CW |
| 1.74% | 1.57% | $429.6万 | 5,670股 | $408.7万 | 6,000股 | -330股-5.50% | 减仓 |
 卡梅科CCJ |
| 1.65% | 0.83% | $407.4万 | 4.0万股 | $217.2万 | 2.0万股 | +2.0万股+100.00% | 加仓 |
 霍尼韦尔HON |
| 1.62% | — | $398.5万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 1.6% | — | $393.5万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
 美光科技MU |
| 1.58% | — | $389.0万 | 3,370股 | $0 | 0股 | +3,370股 | 新买入 |
| FFTAI AVIATIONFTAI |
| 1.52% | 2.06% | $375.5万 | 1.4万股 | $539.0万 | 2.2万股 | -8,120股-36.91% | 减仓 |
| FFORGENT POWER SOLUTIONSFPS |
| 1.47% | — | $361.4万 | 6.5万股 | $0 | 0股 | +6.5万股 | 新买入 |
 BORGWARNERBWA |
| 1.39% | — | $343.2万 | 5.2万股 | $0 | 0股 | +5.2万股 | 新买入 |
| KKARMANKRMN |
| 1.3% | — | $320.5万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
| MMASTECMTZ |
| 1.29% | 3.57% | $317.9万 | 7,640股 | $933.0万 | 2.9万股 | -2.1万股-73.66% | 减仓 |
 BWX科技BWXT |
| 1.26% | 0.78% | $311.4万 | 1.6万股 | $204.5万 | 1.0万股 | +6,000股+60.00% | 加仓 |
| DDPC HOLDINGS PLCDPC |
| 1.26% | — | $310.5万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| DDYCOM INDSDY |
| 1.19% | — | $294.8万 | 5,830股 | $0 | 0股 | +5,830股 | 新买入 |
 康宁GLW |
| 0.95% | 3.65% | $235.0万 | 9,200股 | $951.8万 | 7.0万股 | -6.1万股-86.86% | 减仓 |
| CCARPENTER TECHNOLOGYCRS |
| 0.9% | 2.95% | $220.8万 | 3,580股 | $771.0万 | 2.0万股 | -1.6万股-81.70% | 减仓 |
 空气化工APD |
| 0.87% | — | $215.8万 | 7,360股 | $0 | 0股 | +7,360股 | 新买入 |
| FFERMIFRMI |
| 0.4% | — | $98.2万 | 10.7万股 | $0 | 0股 | +10.7万股 | 新买入 |
