CIK: 0001426857
申報總市值
US$1.9億
| # | 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 | ODFL | Old Dominion Freight Line | 股票-工業 | 15.91% | — | — | |
| 2 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 13.71% | — | — | |
| 3 | JBHT | Hunt (jb) Transprt Svcs INC | 股票-工業 | 13.68% | — | — | |
| 4 | TXRH | Texas Roadhouse INC | 股票-循環性消費 | 11.15% | — | — | |
| 5 | KNX | Knight-swift Transportation | 股票-工業 | 9.74% | — | — | |
| 6 | RYAAY | Ryanair Holdings Plc-sp Adr | 股票-工業 | 6.36% | — | — | |
| 7 | LEN-B | Lennar CORP - B Shs | 股票-其他 | 4.32% | — | — | |
| 8 | KMX | Carmax INC | 股票-循環性消費 | 4.27% | — | — | |
| 9 | URBN | Urban Outfitters INC | 股票-循環性消費 | 3.54% | — | — | |
| 10 | FIGS | Figs Inc-class A | 股票-其他 | 3.19% | — | — | |
| 11 | LOW | Lowe's Cos INC | 股票-循環性消費 | 3.15% | — | — | |
| 12 | FND | Floor & Decor Holdings Inc-a | 股票-循環性消費 | 2.55% | — | — | |
| 13 | TPR | Tapestry INC | 股票-循環性消費 | 2.20% | — | — | |
| 14 | HTLD | Heartland Express INC | 股票-其他 | 2.12% | — | — | |
| 15 | TOL | Toll Brothers INC | 股票-循環性消費 | 2.01% | — | — | |
| 16 | GDRX | Goodrx Holdings Inc-class A | 股票-其他 | 0.71% | — | — | |
| 17 | PHM | Pultegroup INC | 股票-循環性消費 | 0.65% | — | — | |
| 18 | FUBOGBP | Fubotv INC | 股票-其他 | 0.51% | — | — | |
| 19 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.23% | — | — |