 SENSIENT TECHNOLOGIESSXT |
| 17.82% | 9.84% | $1,227.9万 | 13.1万股 | $809.9万 | 8.6万股 | +4.4万股+51.45% | 加仓 |
 FLUTTER ENTMTFLUT |
| 16.95% | 10.7% | $1,167.7万 | 5.4万股 | $880.1万 | 3.5万股 | +2.0万股+56.71% | 加仓 |
| TTALEN ENERGYTLN |
| 13.63% | 15.54% | $939.3万 | 2.5万股 | $1,278.6万 | 3.0万股 | -5,000股-16.63% | 减仓 |
 切尼尔能源LNG |
| 9.8% | 11.35% | $675.5万 | 3.5万股 | $934.0万 | 4.0万股 | -5,000股-12.58% | 减仓 |
 DT MIDSTREAM COMMON STOCKDTM |
| 8.68% | 6.87% | $598.4万 | 5.0万股 | $565.3万 | 5.0万股 | 00.00% | 持仓不变 |
 ATMUS FILTRATION TECHNOLOGIEATMU |
| 8.21% | 8.17% | $565.8万 | 10.9万股 | $671.8万 | 14.9万股 | -4.0万股-26.85% | 减仓 |
 CompassCOMP |
| 7.67% | — | $528.5万 | 50.0万股 | $0 | 0股 | +50.0万股 | 新买入 |
 MOLINA HEALTHCAREMOH |
| 7.56% | — | $520.6万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 ZILLOW CL AZ |
| 4.69% | 7.25% | $323.4万 | 4.7万股 | $596.4万 | 7.7万股 | -3.0万股-38.76% | 减仓 |
| SSPDR标普500 ETFSPY |
| 1.48% | 2.59% | $102.3万 | 1,500股 | $213.2万 | 3,200股 | -1,700股-53.13% | 减仓 |
| IiShares安硕·MSCI ACWI EX U.S. ETFACWX |
| 1.48% | 1.6% | $102.0万 | 1.5万股 | $131.3万 | 2.0万股 | -5,000股-24.75% | 减仓 |
| IiShares安硕·RUSSELLIWM |
| 1.43% | 7.44% | $98.5万 | 4,000股 | $612.4万 | 2.5万股 | -2.1万股-84.20% | 减仓 |
| MMARAVAI LIFESCIENCES HLDGS INC COM CL AMRVI |
| 0.59% | — | $41.0万 | 12.6万股 | $0 | 0股 | +12.6万股 | 新买入 |
