| MMARRIOTT VACATIONS WORLDWIDEVAC |
| 23.63% | 20.37% | $6,567.3万 | 64.5万股 | $5,338.7万 | 82.0万股 | -17.5万股-21.37% | 减仓 |
 SCHEIN HENRYHSIC |
| 20.86% | 18.97% | $5,797.8万 | 69.4万股 | $4,973.9万 | 67.5万股 | +1.9万股+2.86% | 加仓 |
 贝克休斯BKR |
| 14.72% | 12.41% | $4,091.4万 | 73.7万股 | $3,251.9万 | 53.3万股 | +20.5万股+38.40% | 加仓 |
 BWX科技BWXT |
| 13.47% | 9.24% | $3,745.2万 | 19.2万股 | $2,421.9万 | 11.8万股 | +7.4万股+62.46% | 加仓 |
 SOTERA HEALTHSHC |
| 12.96% | 9.56% | $3,602.9万 | 203.0万股 | $2,505.7万 | 174.7万股 | +28.2万股+16.16% | 加仓 |
| DDICKS SPORTING GOODSDKS |
| 8.14% | 5.49% | $2,263.7万 | 10.0万股 | $1,439.2万 | 7.3万股 | +2.7万股+37.51% | 加仓 |
| IiShares安硕·RUSSELLIWM |
| 3.17% | 0.73% | $880.3万 | 2.9万股 | $191.5万 | 7,721股 | +2.2万股+279.48% | 加仓 |
 BIO-TECHNETECH |
| 3.05% | — | $847.8万 | 12.0万股 | $0 | 0股 | +12.0万股 | 新买入 |
