CIK: 0001602119
申报总市值
US$8226.2万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DMYD | Dmy Technology Group In | 股票-其他 | 13.19% | — | — | |
| 2 | CHDN | Churchill Downs INC | 股票-周期性消费 | 12.05% | +5.71% | — | |
| 3 | WYNN | Wynn Resorts LTD | 股票-周期性消费 | 11.63% | — | — | |
| 4 | CZR | Caesars Entertainment INC | 股票-周期性消费 | 10.21% | — | -77.14% | |
| 5 | LVS | Las Vegas Sands CORP | 股票-周期性消费 | 9.42% | — | — | |
| 6 | ALK | Alaska Air Group INC | 股票-工业 | 7.15% | — | — | |
| 7 | MCRI | Monarch Casino & Resort INC | 股票-其他 | 5.67% | — | -15.75% | |
| 8 | DRH | Diamondrock Hospitality Co | 股票-其他 | 3.97% | — | — | |
| 9 | HTEUR | Hersha Hospitality Trust | 股票-其他 | 3.23% | — | -49.47% | |
| 10 | UPBD | Upbound Group INC | 股票-其他 | 2.63% | — | — | |
| 11 | ✓ | Rush Street Interactive INC | 股票-其他 | 2.63% | — | — | |
| 12 | FLL | Full House Resorts INC | 股票-其他 | 2.62% | -1.17% | +795.51% | |
| 13 | PEB | Pebblebrook Hotel Trust | 股票-其他 | 2.58% | — | — | |
| 14 | APLE | Apple Hospitality Reit INC | 股票-房地产 | 2.22% | — | — | |
| 15 | XHR | Xenia Hotels & Resorts INC | 股票-其他 | 1.78% | — | — | |
| 16 | ✓ | Dmy Technology Group INC Ii | 股票-其他 | 1.75% | — | — | |
| 17 | ✓ | Golden Nugget Online Gamin | 股票-其他 | 1.54% | — | — | |
| 18 | BATRAUSD | Liberty Media Corp-braves A | 股票-其他 | 1.40% | — | -36.05% | |
| 19 | ✓ | Tekkorp Digital Acquisitn Co | 股票-其他 | 1.36% | — | — | |
| 20 | INSE | Inspired Entertainment INC | 股票-其他 | 1.19% | — | — | |
| 21 | CLDT | Chatham Lodging Trust | 股票-其他 | 1.11% | — | — | |
| 22 | SHO | Sunstone Hotel Investors INC | 股票-其他 | 0.67% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | FLL | Full House Resorts INC | +2.4% | +795.51% | 加仓 |
| 2 | MCRI | Monarch Casino & Resort INC | -0.4% | -15.75% | 减仓 |
| 3 | BATRAUSD | Liberty Media Corp-braves A | -0.9% | -36.05% | 减仓 |
| 4 | HTEUR | Hersha Hospitality Trust | -2.3% | -49.47% | 减仓 |
| 5 | CZR | Caesars Entertainment INC | -31.3% | -77.14% | 减仓 |
| 6 | DMYD | Dmy Technology Group In | — | NEW | 新建仓 |
| 7 | CHDN | Churchill Downs INC | — | NEW | 新建仓 |
| 8 | WYNN | Wynn Resorts LTD | — | NEW | 新建仓 |
| 9 | LVS | Las Vegas Sands CORP | — | NEW | 新建仓 |
| 10 | ALK | Alaska Air Group INC | — | NEW | 新建仓 |
| 11 | TWIN | Twin Disc, Incorporated | — | EXIT | 清仓 |
| 12 | VICI | Vici Properties INC | — | EXIT | 清仓 |
| 13 | GDEN | Golden Entertainment INC | — | EXIT | 清仓 |
| 14 | ✓ | Landcadia Hldgs Ii INC | — | EXIT | 清仓 |
| 15 | ✓ | Dmy Technology Group INC | — | EXIT | 清仓 |
| 16 | DRH | Diamondrock Hospitality Co | — | NEW | 新建仓 |
| 17 | MGP | Mgm Growth Properties Llc-a | — | EXIT | 清仓 |
| 18 | UPBD | Upbound Group INC | — | NEW | 新建仓 |
| 19 | ✓ | Rush Street Interactive INC | — | NEW | 新建仓 |
| 20 | PEB | Pebblebrook Hotel Trust | — | NEW | 新建仓 |
| 21 | APLE | Apple Hospitality Reit INC | — | NEW | 新建仓 |
| 22 | GLPI | Gaming And Leisure Propertie | — | EXIT | 清仓 |
| 23 | XHR | Xenia Hotels & Resorts INC | — | NEW | 新建仓 |
| 24 | ✓ | Dmy Technology Group INC Ii | — | NEW | 新建仓 |
| 25 | ✓ | Golden Nugget Online Gamin | — | NEW | 新建仓 |
| 26 | ✓ | Tekkorp Digital Acquisitn Co | — | NEW | 新建仓 |
| 27 | MHK | Mohawk Industries INC | — | EXIT | 清仓 |
| 28 | ✓ | Dmy Technology Group INC | — | EXIT | 清仓 |
| 29 | INSE | Inspired Entertainment INC | — | NEW | 新建仓 |
| 30 | CLDT | Chatham Lodging Trust | — | NEW | 新建仓 |
| 31 | SHO | Sunstone Hotel Investors INC | — | NEW | 新建仓 |