 自由港麦克莫兰FCX |
| 11.22% | 5.79% | $8,601.7万 | 136.8万股 | $3,580.3万 | 60.9万股 | +75.9万股+124.55% | 加仓 |
 台积电TSM |
| 10.06% | 12.07% | $7,716.4万 | 16.2万股 | $7,459.1万 | 22.1万股 | -5.9万股-26.79% | 减仓 |
 多佛DOV |
| 8.93% | 7.09% | $6,848.9万 | 30.5万股 | $4,383.4万 | 21.0万股 | +9.5万股+45.22% | 加仓 |
 CARRIER GLOBALCARR |
| 7.56% | 7.56% | $5,800.3万 | 79.1万股 | $4,672.7万 | 83.0万股 | -3.9万股-4.71% | 减仓 |
| CCRHCRH |
| 6.23% | 6.7% | $4,774.6万 | 44.6万股 | $4,138.5万 | 39.4万股 | +5.3万股+13.34% | 加仓 |
 雷神技术RTX |
| 4.48% | — | $3,436.9万 | 18.1万股 | $0 | 0股 | +18.1万股 | 新买入 |
 亚马逊AMZN |
| 4.07% | 2.84% | $3,118.9万 | 13.1万股 | $1,756.7万 | 8.4万股 | +4.7万股+55.15% | 加仓 |
 TEREX NEWTEX |
| 3.96% | — | $3,035.8万 | 41.9万股 | $0 | 0股 | +41.9万股 | 新买入 |
 UNITED RENTALSURI |
| 3.67% | — | $2,816.7万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
 帕卡PCAR |
| 3.37% | — | $2,582.3万 | 21.5万股 | $0 | 0股 | +21.5万股 | 新买入 |
 江森自控JCI |
| 3.34% | 0.92% | $2,559.0万 | 17.5万股 | $568.6万 | 4.3万股 | +13.2万股+303.39% | 加仓 |
 CORTEVA COMCTVA |
| 3.23% | 2.12% | $2,479.9万 | 29.3万股 | $1,310.4万 | 15.7万股 | +13.6万股+87.07% | 加仓 |
 阿斯麦ASML |
| 2.91% | 2.04% | $2,230.6万 | 1.1万股 | $1,258.6万 | 9,529股 | +1,683股+17.66% | 加仓 |
 鲍尔公司BALL |
| 2.74% | — | $2,099.2万 | 33.6万股 | $0 | 0股 | +33.6万股 | 新买入 |
 3M COMMMM |
| 2.59% | — | $1,985.4万 | 12.3万股 | $0 | 0股 | +12.3万股 | 新买入 |
 ANALOG DEVICES COMADI |
| 2.42% | 3.39% | $1,854.5万 | 4.7万股 | $2,094.0万 | 6.6万股 | -1.9万股-29.06% | 减仓 |
| AARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHMT |
| 2.06% | 1.5% | $1,580.6万 | 26.2万股 | $924.2万 | 17.8万股 | +8.5万股+47.63% | 加仓 |
 PPG工业PPG |
| 1.71% | — | $1,313.7万 | 10.8万股 | $0 | 0股 | +10.8万股 | 新买入 |
 英伟达NVDA |
| 1.69% | 3.24% | $1,298.4万 | 6.5万股 | $2,002.3万 | 11.5万股 | -5.0万股-43.48% | 减仓 |
 SMURFIT WESTROCK SHSSW |
| 1.3% | — | $997.7万 | 21.6万股 | $0 | 0股 | +21.6万股 | 新买入 |
 GE航空GE |
| 1.24% | — | $951.0万 | 2.5万股 | $0 | 0股 | +2.5万股 | 新买入 |
| FFASTENAL COMFAST |
| 1.22% | — | $933.2万 | 19.4万股 | $0 | 0股 | +19.4万股 | 新买入 |
 空气化工APD |
| 1.17% | 6.59% | $900.6万 | 3.1万股 | $4,074.3万 | 14.0万股 | -11.0万股-78.10% | 减仓 |
 MascoMAS |
| 1.1% | 0.58% | $846.7万 | 10.4万股 | $356.9万 | 5.9万股 | +4.5万股+76.00% | 加仓 |
| CCBRE CL ACBRE |
| 1.08% | — | $828.3万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 英特尔INTC |
| 0.89% | — | $683.7万 | 4.9万股 | $0 | 0股 | +4.9万股 | 新买入 |
 希捷STX |
| 0.83% | — | $634.5万 | 6,575股 | $0 | 0股 | +6,575股 | 新买入 |
 林德LIN |
| 0.79% | 0.08% | $608.8万 | 1.2万股 | $49.8万 | 1,004股 | +1.1万股+1,068.43% | 加仓 |
 International Flavors & Fragrances INC Fragrans CORP COMMONIFF |
| 0.65% | — | $501.4万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
| SSEMTECHSMTC |
| 0.62% | — | $473.0万 | 2.9万股 | $0 | 0股 | +2.9万股 | 新买入 |
 LumentumLITE |
| 0.56% | — | $432.7万 | 5,043股 | $0 | 0股 | +5,043股 | 新买入 |
| SSTMICROELECTRONICS NY REGISTRYSTM |
| 0.52% | — | $400.4万 | 5.3万股 | $0 | 0股 | +5.3万股 | 新买入 |
| SSPDR道富系列信托XOP |
| 0.37% | — | $286.2万 | 1.9万股 | $0 | 0股 | +1.9万股 | 新买入 |
 AMD超威AMD |
| 0.36% | — | $276.3万 | 4,756股 | $0 | 0股 | +4,756股 | 新买入 |
| AAMCORAMCR |
| 0.33% | — | $251.1万 | 5.8万股 | $0 | 0股 | +5.8万股 | 新买入 |
 SENSIENT TECHNOLOGIESSXT |
| 0.26% | — | $200.3万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 美国包装PKG |
| 0.26% | 3.05% | $199.7万 | 8,379股 | $1,887.4万 | 8.9万股 | -8.1万股-90.58% | 减仓 |
 艾利丹尼森AVY |
| 0.19% | — | $145.1万 | 8,937股 | $0 | 0股 | +8,937股 | 新买入 |
