CIK: 0001782126
申报总市值
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| # | 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 | ASO | Academy Sports & Outdoors In | 股票-周期性消费 | 16.86% | — | — | |
| 2 | DKS | Dick's Sporting Goods INC | 股票-周期性消费 | 13.60% | — | -51.78% | |
| 3 | NFLX | Netflix INC | 股票-通信服务 | 13.55% | — | -51.18% | |
| 4 | SIXEUR | Six Flags Entertainment CORP | 股票-其他 | 13.47% | — | -24.19% | |
| 5 | WSM | Williams-sonoma INC | 股票-周期性消费 | 12.27% | — | +40.67% | |
| 6 | ABNB | Airbnb Inc-class A | 股票-周期性消费 | 11.89% | — | -25.74% | |
| 7 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 8.80% | — | — | |
| 8 | EDU | New Oriental Educatio-sp Adr | 股票-非周期性消费 | 5.26% | — | -61.36% | |
| 9 | W | Wayfair Inc- Class A | 股票-周期性消费 | 4.30% | — | — |