| CCOMFORT SYS USAFIX |
| 8.57% | 4.25% | $386.3万 | 1,949股 | $222.3万 | 1,612股 | +337股+20.91% | 加仓 |
 EntergyETR |
| 7.29% | 2.71% | $328.9万 | 2.9万股 | $141.8万 | 1.3万股 | +1.6万股+126.82% | 加仓 |
 卡特彼勒CAT |
| 6.56% | 4.16% | $295.9万 | 2,779股 | $217.8万 | 3,074股 | -295股-9.60% | 减仓 |
| RRBC BEARINGSRBC |
| 6.23% | 3.73% | $281.0万 | 4,363股 | $195.1万 | 3,592股 | +771股+21.46% | 加仓 |
 NORDSONNDSN |
| 5.62% | — | $253.2万 | 8,393股 | $0 | 0股 | +8,393股 | 新买入 |
| MMASTECMTZ |
| 4.78% | 5.83% | $215.7万 | 5,184股 | $304.8万 | 9,472股 | -4,288股-45.27% | 减仓 |
 CLEAN HARBORSCLH |
| 3.95% | 5.51% | $178.3万 | 5,968股 | $288.1万 | 1.0万股 | -4,081股-40.61% | 减仓 |
| RROUNDHILL ETF TRUSTNCLD |
| 3.88% | — | $174.9万 | 2.4万股 | $0 | 0股 | +2.4万股 | 新买入 |
 HOWMET AEROSPACE COMHWM |
| 3.62% | — | $163.3万 | 6,074股 | $0 | 0股 | +6,074股 | 新买入 |
| MMOOGMOG/A |
| 3.6% | — | $162.2万 | 3,828股 | $0 | 0股 | +3,828股 | 新买入 |
 BORGWARNERBWA |
| 3.41% | — | $153.7万 | 2.3万股 | $0 | 0股 | +2.3万股 | 新买入 |
| AALMONTY INDSALM |
| 3.09% | — | $139.4万 | 8.4万股 | $0 | 0股 | +8.4万股 | 新买入 |
| EEZCORPEZPW |
| 2.64% | — | $119.2万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 HUNT J B TRANS SVCSJBHT |
| 2.64% | — | $119.0万 | 4,112股 | $0 | 0股 | +4,112股 | 新买入 |
 TIMKENTKR |
| 2.46% | — | $111.0万 | 7,637股 | $0 | 0股 | +7,637股 | 新买入 |
 ATMOS ENERGYATO |
| 2.46% | 3.77% | $110.8万 | 6,432股 | $197.1万 | 1.1万股 | -4,239股-39.72% | 减仓 |
 KNIGHT-SWIFT TRANSN CL AKNX |
| 2.43% | 2.04% | $109.7万 | 1.4万股 | $106.5万 | 1.8万股 | -4,403股-23.81% | 减仓 |
 英伟达NVDA |
| 2.24% | — | $100.9万 | 5,041股 | $0 | 0股 | +5,041股 | 新买入 |
 亚马逊AMZN |
| 2.22% | — | $99.9万 | 4,192股 | $0 | 0股 | +4,192股 | 新买入 |
| EENPRONPO |
| 2.22% | — | $99.9万 | 2,650股 | $0 | 0股 | +2,650股 | 新买入 |
 D R HORTONDHI |
| 2.18% | — | $98.4万 | 6,043股 | $0 | 0股 | +6,043股 | 新买入 |
| QQXOQXO |
| 2.16% | — | $97.2万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
| V先锋领航指数基金VOO |
| 1.78% | — | $80.2万 | 1,089股 | $0 | 0股 | +1,089股 | 新买入 |
 GE航空GE |
| 1.77% | — | $80.0万 | 2,141股 | $0 | 0股 | +2,141股 | 新买入 |
| GGRANITE CONSTRSPHB |
| 1.72% | 3.16% | $77.5万 | 4,903股 | $165.2万 | 1.4万股 | -8,874股-64.41% | 减仓 |
 APPLIED OPTOELECTRONICSAAOI |
| 1.59% | — | $71.5万 | 4,826股 | $0 | 0股 | +4,826股 | 新买入 |
| MMYRMYRG |
| 1.45% | — | $65.3万 | 1,305股 | $0 | 0股 | +1,305股 | 新买入 |
| AATIATI |
| 1.3% | 2.68% | $58.6万 | 2,974股 | $140.3万 | 9,642股 | -6,668股-69.16% | 减仓 |
| HHUT 8HUT |
| 1.21% | — | $54.7万 | 4,741股 | $0 | 0股 | +4,741股 | 新买入 |
 派克汉尼汾PH |
| 1.19% | — | $53.5万 | 547股 | $0 | 0股 | +547股 | 新买入 |
 通用汽车GM |
| 1.15% | — | $51.8万 | 6,724股 | $0 | 0股 | +6,724股 | 新买入 |
| CCARPENTER TECHNOLOGYCRS |
| 1.07% | — | $48.1万 | 780股 | $0 | 0股 | +780股 | 新买入 |
| SSANDISK COMSNDK |
| 0.89% | 1% | $40.2万 | 177股 | $52.0万 | 819股 | -642股-78.39% | 减仓 |
| TTERAWULF COMWULF |
| 0.63% | — | $28.3万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
