| IiShares安硕信托GVI |
| 4.69% | 4.69% | $866.6万 | 8.1万股 | $631.9万 | 6.0万股 | +2.1万股+35.27% | 加仓 |
| IiShares安硕信托TIP |
| 3.84% | 2.86% | $710.4万 | 6.5万股 | $385.5万 | 3.5万股 | +3.0万股+85.84% | 加仓 |
 美光科技MU |
| 3.43% | 1.28% | $634.3万 | 5,495股 | $172.4万 | 5,103股 | +392股+7.68% | 加仓 |
 西部数据WDC |
| 3.24% | 1.89% | $599.6万 | 9,387股 | $254.7万 | 9,418股 | -31股-0.33% | 减仓 |
 LumentumLITE |
| 3.14% | 2.39% | $580.6万 | 6,766股 | $322.0万 | 4,582股 | +2,184股+47.66% | 加仓 |
| V先锋领航斯科茨代尔基金BSV |
| 3.08% | 2.75% | $569.0万 | 7.2万股 | $370.5万 | 4.7万股 | +2.5万股+54.04% | 加仓 |
| IiShares安硕信托PFF |
| 2.72% | 1.85% | $502.7万 | 16.5万股 | $249.1万 | 8.2万股 | +8.3万股+100.70% | 加仓 |
| S道富·EET SPDR BLOOMBERG CONVERTIBLE SECURITIES ETFCWB |
| 2.71% | 2.17% | $500.7万 | 4.6万股 | $292.8万 | 3.2万股 | +1.4万股+45.14% | 加仓 |
 Bloom EnergyBE |
| 1.94% | 0.88% | $358.2万 | 1.2万股 | $118.9万 | 8,776股 | +3,058股+34.85% | 加仓 |
| CCARPENTER TECHNOLOGYCRS |
| 1.82% | 1.56% | $336.5万 | 5,455股 | $209.8万 | 5,322股 | +133股+2.50% | 加仓 |
| V先锋领航斯科茨代尔基金VCIT |
| 1.6% | 1.48% | $296.3万 | 3.6万股 | $200.1万 | 2.4万股 | +1.2万股+48.23% | 加仓 |
 iShares安硕·MBSACGL |
| 1.51% | 1.42% | $279.5万 | 3.0万股 | $190.9万 | 2.0万股 | +9,461股+47.06% | 加仓 |
| AAZZAZZ |
| 1.47% | 1.5% | $271.5万 | 1.8万股 | $202.6万 | 1.6万股 | +1,318股+8.14% | 加仓 |
 泛林集团LRCX |
| 1.38% | 0.83% | $255.0万 | 5,885股 | $112.3万 | 5,257股 | +628股+11.95% | 加仓 |
| IiShares安硕信托EMB |
| 1.19% | 1.4% | $219.8万 | 2.3万股 | $188.5万 | 2.0万股 | +2,724股+13.57% | 加仓 |
 英伟达NVDA |
| 1.17% | 0.77% | $216.7万 | 1.1万股 | $103.2万 | 5,916股 | +4,914股+83.06% | 加仓 |
 AMD超威AMD |
| 1.15% | 0.49% | $212.1万 | 3,652股 | $66.5万 | 3,268股 | +384股+11.75% | 加仓 |
 CORTEVA COMCTVA |
| 1% | 1.18% | $185.0万 | 2.2万股 | $159.1万 | 1.9万股 | +2,831股+14.89% | 加仓 |
| R力拓BBP |
| 0.97% | 1.09% | $179.8万 | 1.9万股 | $147.7万 | 1.6万股 | +3,114股+19.68% | 加仓 |
 BANK NOVA SCOTIA B CBNS |
| 0.95% | 0.96% | $175.5万 | 2.0万股 | $130.1万 | 1.9万股 | +1,437股+7.66% | 加仓 |
 科磊KLAC |
| 0.93% | 0.56% | $171.1万 | 5,672股 | $76.1万 | 517股 | +5,155股+997.10% | 加仓 |
| MMASTECMTZ |
| 0.89% | 0.81% | $164.9万 | 3,963股 | $109.6万 | 3,405股 | +558股+16.39% | 加仓 |
 相干公司COHR |
| 0.85% | 0.6% | $157.3万 | 3,987股 | $80.8万 | 3,393股 | +594股+17.51% | 加仓 |
 BHP BILLITON LIMITED SPONSORED ADSBHP |
| 0.83% | 0.84% | $154.2万 | 1.9万股 | $113.7万 | 1.6万股 | +2,879股+18.42% | 加仓 |
 森科能源SU |
| 0.79% | 1.17% | $145.8万 | 2.7万股 | $157.8万 | 2.4万股 | +3,291股+13.79% | 加仓 |
 VALEVALE |
| 0.76% | 0.92% | $141.0万 | 9.4万股 | $123.9万 | 7.8万股 | +1.6万股+20.42% | 加仓 |
 QUANTA SVCSPWR |
| 0.74% | 0.72% | $136.6万 | 1,897股 | $97.1万 | 1,769股 | +128股+7.24% | 加仓 |
| KKODIAK GAS SVCSKGS |
| 0.74% | 0.79% | $136.5万 | 1.8万股 | $106.1万 | 1.8万股 | -15股-0.08% | 减仓 |
 纽柯钢铁NUE |
| 0.73% | 0.61% | $135.3万 | 6,072股 | $81.7万 | 4,830股 | +1,242股+25.71% | 加仓 |
 爱德华生命科学EW |
| 0.73% | 0.8% | $135.0万 | 1.5万股 | $107.9万 | 1.3万股 | +1,452股+10.78% | 加仓 |
 TKO GROUP HLDGS INC CLASS ATKO |
| 0.73% | 1.07% | $134.3万 | 6,672股 | $144.6万 | 7,171股 | -499股-6.96% | 减仓 |
 ITTITT |
| 0.72% | 0.89% | $133.5万 | 6,750股 | $120.0万 | 6,296股 | +454股+7.21% | 加仓 |
 TORONTO DOMINION BK ONT COM NEWTD |
| 0.71% | 0.7% | $132.2万 | 1.1万股 | $93.8万 | 1.0万股 | +828股+8.23% | 加仓 |
 NVENT ELECTRICNVT |
| 0.71% | 0.8% | $130.7万 | 7,707股 | $107.9万 | 9,126股 | -1,419股-15.55% | 减仓 |
| VVALMONT INDSVMI |
| 0.7% | 0.75% | $128.6万 | 2,227股 | $101.3万 | 2,535股 | -308股-12.15% | 减仓 |
 固安捷GWW |
| 0.7% | 0.68% | $128.6万 | 945股 | $91.4万 | 838股 | +107股+12.77% | 加仓 |
 默沙东MRK |
| 0.68% | 0.8% | $125.1万 | 9,736股 | $107.9万 | 8,972股 | +764股+8.52% | 加仓 |
| N新纪元能源NEE |
| 0.68% | 0.87% | $125.0万 | 1.4万股 | $117.4万 | 1.3万股 | +1,595股+12.61% | 加仓 |
 ARCHER DANIELS MIDLAND COMADM |
| 0.66% | 0.75% | $121.3万 | 1.6万股 | $100.7万 | 1.4万股 | +2,033股+14.68% | 加仓 |
 REALTY INCOME COMO |
| 0.66% | 0.84% | $121.2万 | 2.0万股 | $112.8万 | 1.8万股 | +1,117股+6.06% | 加仓 |
 思科CSCO |
| 0.64% | 0.45% | $118.4万 | 1.0万股 | $60.4万 | 7,784股 | +2,296股+29.50% | 加仓 |
 KEYSIGHT TECHNOLOGIESKEYS |
| 0.63% | 0.53% | $117.3万 | 3,351股 | $71.9万 | 2,548股 | +803股+31.51% | 加仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.63% | 0.55% | $116.9万 | 1.2万股 | $74.2万 | 1.0万股 | +1,926股+18.81% | 加仓 |
 ROSS STORES COMROST |
| 0.62% | 0.93% | $115.5万 | 5,427股 | $125.1万 | 5,776股 | -349股-6.04% | 减仓 |
 L3哈里斯LHX |
| 0.62% | 0.8% | $114.6万 | 3,943股 | $107.2万 | 3,107股 | +836股+26.91% | 加仓 |
 GOLAR LNG LTD SHSGLNG |
| 0.62% | 0.77% | $113.8万 | 2.3万股 | $104.1万 | 1.9万股 | +3,594股+18.67% | 加仓 |
 PRICE T ROWE COMTROW |
| 0.61% | — | $113.0万 | 9,939股 | $0 | 0股 | +9,939股 | 新买入 |
 CLEAN HARBORSCLH |
| 0.61% | 0.79% | $112.4万 | 3,761股 | $105.9万 | 3,694股 | +67股+1.81% | 加仓 |
 TENARIS S A SPONSORED ADSTS |
| 0.61% | 0.75% | $111.9万 | 2.0万股 | $100.5万 | 1.7万股 | +2,887股+16.71% | 加仓 |
 GATXGATX |
| 0.6% | 0.61% | $111.4万 | 6,289股 | $81.8万 | 4,789股 | +1,500股+31.32% | 加仓 |
