CIK: 0001632551
申报总市值
US$8195.0万
仅显示前 200 大持股（共 575 只）
| # | 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 | KR | Kroger Co | 股票-非周期性消费 | 2.08% | — | — | |
| 2 | ACN | Accenture plc | 股票-科技 | 1.94% | — | — | |
| 3 | GIS | General Mills INC | 股票-非周期性消费 | 1.72% | — | — | |
| 4 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 1.53% | — | — | |
| 5 | BBBYEUR | 20230930-dk-butterfly-1 INC | 股票-其他 | 1.16% | — | — | |
| 6 | INTC | Intel CORP | 股票-科技 | 1.08% | — | +160.98% | |
| 7 | BURL | Burlington Stores INC | 股票-周期性消费 | 1.02% | — | +322.54% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.01% | — | -76.75% | |
| 9 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.87% | — | — | |
| 10 | TJX | Tjx Companies INC | 股票-周期性消费 | 0.87% | — | +12.12% | |
| 11 | RH | Rh | 股票-周期性消费 | 0.80% | — | +52.77% | |
| 12 | ABBV | Abbvie INC | 股票-医疗保健 | 0.80% | — | +57.14% | |
| 13 | TRIP | Tripadvisor INC | 股票-其他 | 0.78% | — | +82.12% | |
| 14 | BA | Boeing Co/the | 股票-工业 | 0.75% | — | +66.28% | |
| 15 | AKAM | Akamai Technologies INC | 股票-科技 | 0.73% | — | +113.56% | |
| 16 | EA | Electronic Arts INC | 股票-通信服务 | 0.69% | — | +69.77% | |
| 17 | DATA | Tableau Software Inc-cl A | 股票-其他 | 0.69% | — | +146.27% | |
| 18 | FIVE | Five Below | 股票-周期性消费 | 0.68% | — | +442.19% | |
| 19 | GWW | Ww Grainger INC | 股票-工业 | 0.67% | — | +115.56% | |
| 20 | MCD | Mcdonald's CORP | 股票-周期性消费 | 0.67% | — | — | |
| 21 | KEYS | Keysight Technologies In | 股票-科技 | 0.64% | — | +381.00% | |
| 22 | ELV | Elevance Health INC | 股票-医疗保健 | 0.64% | — | +183.33% | |
| 23 | AXON | Axon Enterprise INC | 股票-工业 | 0.63% | — | +88.56% | |
| 24 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 0.63% | — | +535.98% | |
| 25 | HPQ | Hp INC | 股票-科技 | 0.62% | — | +38.14% | |
| 26 | SFLY | Shutterfly LLC | 股票-其他 | 0.61% | — | +167.26% | |
| 27 | KMX | Carmax INC | 股票-周期性消费 | 0.58% | — | — | |
| 28 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 0.58% | — | +40.00% | |
| 29 | CRM | Salesforce INC | 股票-科技 | 0.58% | — | +0.74% | |
| 30 | TWTRUSD | Twitter INC | 股票-其他 | 0.58% | — | — | |
| 31 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.56% | — | +264.00% | |
| 32 | NFLX | Netflix INC | 股票-通信服务 | 0.54% | — | -33.12% | |
| 33 | WSM | Williams-sonoma INC | 股票-周期性消费 | 0.53% | — | +130.60% | |
| 34 | MA | Mastercard INC - A | 股票-金融 | 0.51% | — | +34.88% | |
| 35 | CELG | Celgene CORP | 股票-其他 | 0.51% | — | — | |
| 36 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.50% | — | +4.85% | |
| 37 | PDCOEUR | Patterson Cos INC | 股票-其他 | 0.50% | — | — | |
| 38 | WM | Waste Management INC | 股票-工业 | 0.50% | — | +51.78% | |
| 39 | ✓ | 股票-其他 | 0.50% | — | +30.43% | ||
| 40 | EBAY | Ebay INC | 股票-周期性消费 | 0.49% | — | +1.17% | |
| 41 | DRI | Darden Restaurants INC | 股票-周期性消费 | 0.49% | — | — | |
| 42 | CAT | Caterpillar INC | 股票-工业 | 0.49% | — | — | |
| 43 | TWLO | Twilio INC - A | 股票-科技 | 0.49% | — | +33.68% | |
| 44 | AAP | Advance Auto Parts INC | 股票-周期性消费 | 0.47% | — | +32.48% | |
| 45 | DAL | Delta Air Lines INC | 股票-工业 | 0.46% | — | — | |
| 46 | FDC | First Data Corp- Class A | 股票-其他 | 0.46% | — | +509.94% | |
| 47 | TEL | TE Connectivity plc | 股票-科技 | 0.46% | — | +55.86% | |
| 48 | MOMOUSD | Momo Inc-spon Adr | 股票-其他 | 0.46% | — | +176.17% | |
| 49 | KNX | Knight-swift Transportation | 股票-工业 | 0.45% | — | -9.20% | |
| 50 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 0.45% | — | +77.63% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BURL | Burlington Stores INC | +0.8% | +322.54% | 加仓 |
| 2 | INTC | Intel CORP | +0.6% | +160.98% | 加仓 |
| 3 | FIVE | Five Below | +0.6% | +442.19% | 加仓 |
| 4 | VRTX | Vertex Pharmaceuticals INC | +0.5% | +535.98% | 加仓 |
| 5 | KEYS | Keysight Technologies In | +0.5% | +381.00% | 加仓 |
| 6 | TRIP | Tripadvisor INC | +0.4% | +82.12% | 加仓 |
| 7 | DATA | Tableau Software Inc-cl A | +0.4% | +146.27% | 加仓 |
| 8 | ELV | Elevance Health INC | +0.4% | +183.33% | 加仓 |
| 9 | ORLY | O'reilly Automotive INC | +0.4% | +264.00% | 加仓 |
| 10 | RH | Rh | +0.4% | +52.77% | 加仓 |
| 11 | AXON | Axon Enterprise INC | +0.4% | +88.56% | 加仓 |
| 12 | FDC | First Data Corp- Class A | +0.4% | +509.94% | 加仓 |
| 13 | SFLY | Shutterfly LLC | +0.4% | +167.26% | 加仓 |
| 14 | AKAM | Akamai Technologies INC | +0.4% | +113.56% | 加仓 |
| 15 | GWW | Ww Grainger INC | +0.4% | +115.56% | 加仓 |
| 16 | PXGBX | Praxair INC | -0.5% | -74.32% | 减仓 |
| 17 | PAYX | Paychex INC | -0.5% | -82.92% | 减仓 |
| 18 | MDLZ | Mondelez International Inc-a | -0.7% | -90.59% | 减仓 |
| 19 | ABT | Abbott Laboratories | -0.7% | -80.05% | 减仓 |
| 20 | SPY | Ss Spdr S&p 500 ETF Trust-us | -3.8% | -76.75% | 减仓 |
| 21 | KR | Kroger Co | — | NEW | 新建仓 |
| 22 | ACN | Accenture plc | — | NEW | 新建仓 |
| 23 | GIS | General Mills INC | — | NEW | 新建仓 |
| 24 | LULU | Lululemon Athletica INC | — | NEW | 新建仓 |
| 25 | BBBYEUR | 20230930-dk-butterfly-1 INC | — | NEW | 新建仓 |
| 26 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 27 | NKE | Nike INC -cl B | — | EXIT | 清仓 |
| 28 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 29 | MCD | Mcdonald's CORP | — | NEW | 新建仓 |
| 30 | KMX | Carmax INC | — | NEW | 新建仓 |
| 31 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 32 | ULTA | Ulta Beauty INC | — | EXIT | 清仓 |
| 33 | STZ | Constellation Brands Inc-a | — | EXIT | 清仓 |
| 34 | CELG | Celgene CORP | — | NEW | 新建仓 |
| 35 | PDCOEUR | Patterson Cos INC | — | NEW | 新建仓 |
| 36 | DRI | Darden Restaurants INC | — | NEW | 新建仓 |
| 37 | CAT | Caterpillar INC | — | NEW | 新建仓 |
| 38 | JBL | Jabil INC | — | EXIT | 清仓 |
| 39 | XYZ | Block INC | — | EXIT | 清仓 |
| 40 | DAL | Delta Air Lines INC | — | NEW | 新建仓 |
| 41 | C | Citigroup INC | — | EXIT | 清仓 |
| 42 | TIFEUR | Tiffany & Co | — | NEW | 新建仓 |
| 43 | RHT1EUR | Red Hat INC | — | EXIT | 清仓 |
| 44 | VIAB | Viacom Inc-class B | — | EXIT | 清仓 |
| 45 | AMGN | Amgen INC | — | EXIT | 清仓 |
| 46 | CNP | Centerpoint Energy INC | — | NEW | 新建仓 |
| 47 | CSCO | Cisco Systems INC | — | EXIT | 清仓 |
| 48 | SPGI | S&p Global INC | — | EXIT | 清仓 |
| 49 | EW | Edwards Lifesciences CORP | — | EXIT | 清仓 |
| 50 | SIVBEUR | Svb Financial Group | — | NEW | 新建仓 |