CIK: 0001785981
申報總市值
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| # | 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 | DKS | Dick's Sporting Goods INC | 股票-循環性消費 | 5.11% | — | +21.49% | |
| 2 | PLNT | Planet Fitness INC - Cl A | 股票-循環性消費 | 4.94% | — | +113.68% | |
| 3 | DLTR | Dollar Tree INC | 股票-非循環性消費 | 4.46% | — | — | |
| 4 | EXPE | Expedia Group INC | 股票-循環性消費 | 4.24% | — | +401.24% | |
| 5 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 4.21% | — | — | |
| 6 | ETSY | Etsy INC | 股票-循環性消費 | 4.00% | — | — | |
| 7 | BURL | Burlington Stores INC | 股票-循環性消費 | 3.88% | — | — | |
| 8 | TPR | Tapestry INC | 股票-循環性消費 | 3.81% | — | — | |
| 9 | AEO | American Eagle Outfitters | 股票-循環性消費 | 3.64% | — | -53.10% | |
| 10 | GLPI | Gaming And Leisure Propertie | 股票-房地產 | 3.61% | — | +14.90% | |
| 11 | SIG | Signet Jewelers Limited | 股票-循環性消費 | 3.47% | — | — | |
| 12 | URBN | Urban Outfitters INC | 股票-循環性消費 | 3.30% | — | — | |
| 13 | CCK | Crown Holdings INC | 股票-循環性消費 | 3.24% | — | — | |
| 14 | Z | Zillow Group INC - C | 股票-通訊服務 | 2.97% | — | — | |
| 15 | LEA | Lear CORP | 股票-循環性消費 | 2.97% | — | — | |
| 16 | AZO | Autozone INC | 股票-循環性消費 | 2.90% | — | — | |
| 17 | CZR | Caesars Entertainment INC | 股票-循環性消費 | 2.80% | — | — | |
| 18 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.72% | — | -34.65% | |
| 19 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 2.37% | — | — | |
| 20 | UBER | Uber Technologies INC | 股票-工業 | 2.37% | — | — | |
| 21 | ASO | Academy Sports & Outdoors In | 股票-循環性消費 | 2.27% | — | — | |
| 22 | HWM | Howmet Aerospace INC | 股票-工業 | 2.17% | — | — | |
| 23 | DRI | Darden Restaurants INC | 股票-循環性消費 | 2.03% | — | — | |
| 24 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.79% | — | — | |
| 25 | VRMUSD | Vroom INC | 股票-其他 | 1.78% | — | — | |
| 26 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.74% | — | — | |
| 27 | TJX | Tjx Companies INC | 股票-循環性消費 | 1.64% | — | -73.31% | |
| 28 | MNST | Monster Beverage CORP | 股票-非循環性消費 | 1.53% | — | — | |
| 29 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.48% | — | — | |
| 30 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 1.36% | — | — | |
| 31 | UPWK | Upwork INC | 股票-其他 | 1.22% | — | — | |
| 32 | PRKS | United Parks & Resorts INC | 股票-其他 | 1.06% | — | — | |
| 33 | FTCHQ | Farfetch Ltd-class A | 股票-其他 | 0.94% | — | -90.72% | |
| 34 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 0.93% | — | — | |
| 35 | ROST | Ross Stores INC | 股票-循環性消費 | 0.74% | — | +561.36% | |
| 36 | VAC | Marriott Vacations World | 股票-循環性消費 | 0.60% | — | — | |
| 37 | AGCO | Agco CORP | 股票-工業 | 0.57% | — | — | |
| 38 | PLCE | Children's Place Inc/the | 股票-其他 | 0.51% | — | — | |
| 39 | SHOO | Steven Madden LTD | 股票-其他 | 0.49% | — | — | |
| 40 | CPRT | Copart INC | 股票-工業 | 0.48% | — | — | |
| 41 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 0.46% | — | — | |
| 42 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 0.42% | — | — | |
| 43 | RACE | Ferrari N.V. | 股票-循環性消費 | 0.41% | — | — | |
| 44 | UAA | Under Armour Inc-class A | 股票-循環性消費 | 0.41% | — | +462.86% | |
| 45 | REAL | Realreal Inc/the | 股票-其他 | 0.38% | — | +175.00% | |
| 46 | CVNA | Carvana Co | 股票-循環性消費 | 0.36% | — | — | |
| 47 | MS | Morgan Stanley | 股票-金融 | 0.32% | — | — | |
| 48 | WYNEUR | Wyndham Destinations INC | 股票-其他 | 0.24% | — | — | |
| 49 | ORLY | O'reilly Automotive INC | 股票-循環性消費 | 0.21% | — | — | |
| 50 | URI | United Rentals INC | 股票-工業 | 0.20% | — | — |