| TTALEN ENERGYTLN |
| 22.69% | 21.27% | $4,124.3万 | 10.7万股 | $3,509.3万 | 11.0万股 | -2,600股-2.37% | 减仓 |
| MMODINE MFGMOD |
| 17.87% | 17.03% | $3,248.1万 | 12.2万股 | $2,809.5万 | 13.0万股 | -8,000股-6.17% | 减仓 |
 SONOCO PRODSSON |
| 12.82% | 14.34% | $2,330.0万 | 41.3万股 | $2,365.3万 | 43.7万股 | -2.4万股-5.44% | 减仓 |
 AERCAP SHSAER |
| 11.07% | 8.35% | $2,011.3万 | 13.8万股 | $1,377.6万 | 10.0万股 | +3.8万股+37.38% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 9.34% | 11.97% | $1,697.5万 | 34.1万股 | $1,975.0万 | 36.5万股 | -2.4万股-6.68% | 减仓 |
| RREGAL REXNORD COMRRX |
| 8.21% | — | $1,491.7万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 COOPER COSCOO |
| 6.99% | 8.23% | $1,270.2万 | 17.7万股 | $1,358.7万 | 19.0万股 | -1.3万股-6.79% | 减仓 |
| IiShares安硕·TR ISHARES SEMICDTRSOXX |
| 5.11% | — | $929.1万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 CRANECR |
| 1.53% | 1.29% | $278.3万 | 1.2万股 | $213.4万 | 1.2万股 | 00.00% | 持仓不变 |
 滨特尔PNR |
| 1.18% | 1.48% | $214.5万 | 2.8万股 | $243.7万 | 2.8万股 | 00.00% | 持仓不变 |
 INTERCONTINENTAL EXCHANGE COMICE |
| 1.05% | 1.48% | $191.6万 | 1.6万股 | $244.8万 | 1.6万股 | 00.00% | 持仓不变 |
| VVALVOLINE COMVVV |
| 1% | 0.94% | $182.6万 | 4.6万股 | $155.5万 | 4.6万股 | 00.00% | 持仓不变 |
 ATMUS FILTRATION TECHNOLOGIEATMU |
| 0.74% | 0.91% | $134.9万 | 2.6万股 | $150.2万 | 2.6万股 | 00.00% | 持仓不变 |
| KKBRKBR |
| 0.4% | 1.72% | $72.2万 | 2.1万股 | $284.3万 | 7.7万股 | -5.6万股-72.87% | 减仓 |
