 WASTE CONNECTIONSWCN |
| 8.48% | 6.12% | $552.6万 | 3.3万股 | $460.5万 | 2.8万股 | +4,800股+16.93% | 加仓 |
 TransDigmTDG |
| 7.83% | 8.45% | $510.2万 | 3,830股 | $636.3万 | 5,490股 | -1,660股-30.24% | 减仓 |
 Dollar TreeDLTR |
| 7.55% | 3.2% | $492.3万 | 4.1万股 | $241.2万 | 2.2万股 | +1.9万股+84.81% | 加仓 |
 VisaV |
| 7.44% | 9.36% | $485.2万 | 1.4万股 | $704.3万 | 2.3万股 | -9,160股-39.31% | 减仓 |
 波音BA |
| 6.44% | — | $420.0万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 GENERAL MILLS COMGIS |
| 6.23% | 5.76% | $405.8万 | 11.7万股 | $433.2万 | 11.6万股 | +200股+0.17% | 加仓 |
 万事达MA |
| 6.19% | 8.8% | $403.3万 | 7,852股 | $662.1万 | 1.3万股 | -5,400股-40.75% | 减仓 |
 FICOFICO |
| 5.98% | — | $389.5万 | 3,260股 | $0 | 0股 | +3,260股 | 新买入 |
| JJETBLUE AIRWAYSJBLU |
| 5.39% | — | $351.4万 | 61.3万股 | $0 | 0股 | +61.3万股 | 新买入 |
 PLANET FITNESS MASTER ISSUERPLNT |
| 4.43% | 2.4% | $288.5万 | 5.5万股 | $180.7万 | 2.4万股 | +3.1万股+127.57% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 4.32% | 4.85% | $281.7万 | 4.9万股 | $365.4万 | 6.3万股 | -1.5万股-23.19% | 减仓 |
 HERSHEY COMHSY |
| 3.69% | 9.06% | $240.4万 | 1.4万股 | $681.9万 | 3.3万股 | -1.9万股-58.23% | 减仓 |
 福特F |
| 2.21% | — | $143.9万 | 10.4万股 | $0 | 0股 | +10.4万股 | 新买入 |
 AMER SPORTS INC COM SHSAS |
| 2.21% | 4.13% | $143.8万 | 4.2万股 | $310.8万 | 9.4万股 | -5.2万股-54.98% | 减仓 |
 OPEN TEXT COMOTEX |
| 2.16% | — | $140.7万 | 6.4万股 | $0 | 0股 | +6.4万股 | 新买入 |
 T-MOBILE US COMTMUS |
| 2.11% | — | $137.5万 | 8,200股 | $0 | 0股 | +8,200股 | 新买入 |
| CCLEAR SECUREYOU |
| 1.61% | — | $104.9万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
| RROLLINS COMROL |
| 1.61% | 6.36% | $104.8万 | 2.5万股 | $478.6万 | 9.0万股 | -6.5万股-71.99% | 减仓 |
| HHASBROHAS |
| 1.54% | 4.33% | $100.4万 | 1.2万股 | $326.3万 | 3.5万股 | -2.3万股-65.13% | 减仓 |
 霍尼韦尔HON |
| 1.39% | — | $90.7万 | 4,050股 | $0 | 0股 | +4,050股 | 新买入 |
| HHONEYWELL AEROSPACE INCHONA |
| 1.37% | — | $89.5万 | 4,050股 | $0 | 0股 | +4,050股 | 新买入 |
 EAST WEST BANCORPEWBC |
| 1.19% | — | $77.7万 | 5,100股 | $0 | 0股 | +5,100股 | 新买入 |
 纽柯钢铁NUE |
| 1.13% | — | $73.5万 | 3,300股 | $0 | 0股 | +3,300股 | 新买入 |
 MAPLEBEAR COMCART |
| 1.08% | — | $70.6万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 VALERO ENERGY COMVLO |
| 1.04% | — | $67.7万 | 2,600股 | $0 | 0股 | +2,600股 | 新买入 |
 马拉松石油MPC |
| 0.98% | — | $63.9万 | 2,500股 | $0 | 0股 | +2,500股 | 新买入 |
| BBRP COM SUN VTGDOO |
| 0.55% | — | $36.0万 | 5,900股 | $0 | 0股 | +5,900股 | 新买入 |
 EOG资源EOG |
| 0.46% | — | $29.8万 | 2,300股 | $0 | 0股 | +2,300股 | 新买入 |
 CF INDSCF |
| 0.45% | — | $29.2万 | 2,700股 | $0 | 0股 | +2,700股 | 新买入 |
 Phillips 66PSX |
| 0.44% | — | $28.7万 | 1,700股 | $0 | 0股 | +1,700股 | 新买入 |
 康菲石油COP |
| 0.43% | — | $28.1万 | 2,700股 | $0 | 0股 | +2,700股 | 新买入 |
 埃克森美孚XOM |
| 0.42% | — | $27.3万 | 2,000股 | $0 | 0股 | +2,000股 | 新买入 |
| AAPA公司APA |
| 0.41% | — | $26.7万 | 8,200股 | $0 | 0股 | +8,200股 | 新买入 |
 西方石油OXY |
| 0.4% | — | $26.2万 | 5,400股 | $0 | 0股 | +5,400股 | 新买入 |
 LYONDELLBASELL INDUSTRIES SHS - A -LYB |
| 0.38% | — | $24.7万 | 4,700股 | $0 | 0股 | +4,700股 | 新买入 |
 UNITED AIRLS COMUAL |
| 0.13% | — | $8.2万 | 600股 | $0 | 0股 | +600股 | 新买入 |
| V先锋领航指数基金VOO |
| 0.1% | — | $6.3万 | 86股 | $0 | 0股 | +86股 | 新买入 |
| MMagnaChip Semiconductor CorpMX |
| 0.1% | — | $6.2万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
 ATOUR LIFESTYLEATAT |
| 0.08% | — | $5.4万 | 1,700股 | $0 | 0股 | +1,700股 | 新买入 |
 DOW COMDOW |
| 0.07% | — | $4.7万 | 1,700股 | $0 | 0股 | +1,700股 | 新买入 |
