CIK: 0001633703
申報總市值
US$6.1億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | LKQ | Lkq CORP | 股票-循環性消費 | 11.15% | +0.18% | +11.47% | |
| 2 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 10.59% | — | +3.57% | |
| 3 | DY | Dycom Industries INC | 股票-工業 | 10.36% | +0.06% | -21.54% | |
| 4 | FDX | Fedex CORP | 股票-工業 | 9.95% | — | +3.91% | |
| 5 | AAP | Advance Auto Parts INC | 股票-循環性消費 | 8.38% | — | -0.47% | |
| 6 | ADT | ADT Inc. | 股票-工業 | 7.70% | — | +3.55% | |
| 7 | MINIEUR | Mobile Mini INC | 股票-其他 | 6.95% | — | +4.38% | |
| 8 | PKG | Packaging CORP Of America | 股票-循環性消費 | 6.57% | — | +255.64% | |
| 9 | CLH | Clean Harbors INC | 股票-工業 | 6.56% | +1.48% | +3.76% | |
| 10 | MAA | Mid-america Apartment Comm | 股票-房地產 | 6.42% | — | +3.82% | |
| 11 | WERN | Werner Enterprises INC | 股票-其他 | 5.72% | — | +5.27% | |
| 12 | THO | Thor Industries INC | 股票-循環性消費 | 3.28% | — | +3.33% | |
| 13 | ✓ | Swift Transn Co | 股票-其他 | 3.02% | — | — | |
| 14 | MRTN | Marten Transport LTD | 股票-其他 | 3.00% | — | +2.75% | |
| 15 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.35% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | PKG | Packaging CORP Of America | +4.4% | +255.64% | 加碼 |
| 2 | LKQ | Lkq CORP | +1.3% | +11.47% | 加碼 |
| 3 | AAP | Advance Auto Parts INC | +0.1% | -0.47% | 減碼 |
| 4 | CSFLUSD | Centerstate Bank CORP | — | — | 不變 |
| 5 | WBA | Walgreens Boots Alliance INC | -0.2% | +3.57% | 加碼 |
| 6 | MAA | Mid-america Apartment Comm | -0.5% | +3.82% | 加碼 |
| 7 | WERN | Werner Enterprises INC | -0.6% | +5.27% | 加碼 |
| 8 | THO | Thor Industries INC | -0.7% | +3.33% | 加碼 |
| 9 | MRTN | Marten Transport LTD | -0.8% | +2.75% | 加碼 |
| 10 | MINIEUR | Mobile Mini INC | -0.9% | +4.38% | 加碼 |
| 11 | DY | Dycom Industries INC | -1% | -21.54% | 減碼 |
| 12 | FDX | Fedex CORP | -1% | +3.91% | 加碼 |
| 13 | CLH | Clean Harbors INC | -1.2% | +3.76% | 加碼 |
| 14 | ADT | ADT Inc. | -2% | +3.55% | 加碼 |
| 15 | ✓ | Swift Transn Co | — | NEW | 新建倉 |
| 16 | ✓ | Rand Logistics INC | — | EXIT | 清倉 |