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 | 11.61% | +0.18% | +0.81% | |
| 2 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 11.05% | — | +0.74% | |
| 3 | AAP | Advance Auto Parts INC | 股票-循環性消費 | 10.73% | — | +0.69% | |
| 4 | FDX | Fedex CORP | 股票-工業 | 9.68% | — | +0.83% | |
| 5 | DY | Dycom Industries INC | 股票-工業 | 8.84% | +0.06% | -34.70% | |
| 6 | MINIEUR | Mobile Mini INC | 股票-其他 | 8.22% | — | +26.42% | |
| 7 | ADT | ADT Inc. | 股票-工業 | 7.76% | — | +0.60% | |
| 8 | PKG | Packaging CORP Of America | 股票-循環性消費 | 6.53% | — | +1.11% | |
| 9 | CLH | Clean Harbors INC | 股票-工業 | 6.29% | +1.48% | +0.64% | |
| 10 | WERN | Werner Enterprises INC | 股票-其他 | 5.95% | — | +1.16% | |
| 11 | THO | Thor Industries INC | 股票-循環性消費 | 5.84% | — | +71.26% | |
| 12 | ✓ | Swift Transn Co | 股票-其他 | 3.95% | — | +77.14% | |
| 13 | MRTN | Marten Transport LTD | 股票-其他 | 2.79% | — | +0.74% | |
| 14 | CSFLUSD | Centerstate Bank CORP | 股票-其他 | 0.43% | — | — | |
| 15 | AZO | Autozone INC | 股票-循環性消費 | 0.32% | -0.23% | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | THO | Thor Industries INC | +2.6% | +71.26% | 加碼 |
| 2 | AAP | Advance Auto Parts INC | +2.4% | +0.69% | 加碼 |
| 3 | MINIEUR | Mobile Mini INC | +1.3% | +26.42% | 加碼 |
| 4 | ✓ | Swift Transn Co | +0.9% | +77.14% | 加碼 |
| 5 | LKQ | Lkq CORP | +0.5% | +0.81% | 加碼 |
| 6 | WBA | Walgreens Boots Alliance INC | +0.5% | +0.74% | 加碼 |
| 7 | WERN | Werner Enterprises INC | +0.2% | +1.16% | 加碼 |
| 8 | CSFLUSD | Centerstate Bank CORP | +0.1% | — | 不變 |
| 9 | ADT | ADT Inc. | +0.1% | +0.60% | 加碼 |
| 10 | PKG | Packaging CORP Of America | 0% | +1.11% | 加碼 |
| 11 | MRTN | Marten Transport LTD | -0.2% | +0.74% | 加碼 |
| 12 | FDX | Fedex CORP | -0.3% | +0.83% | 加碼 |
| 13 | CLH | Clean Harbors INC | -0.3% | +0.64% | 加碼 |
| 14 | DY | Dycom Industries INC | -1.5% | -34.70% | 減碼 |
| 15 | MAA | Mid-america Apartment Comm | — | EXIT | 清倉 |
| 16 | AZO | Autozone INC | — | NEW | 新建倉 |