| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| QSRw | 餐饮品牌国际 | 20,843,919 | 12.4 | 23.72% | 持平 | 0% |
| LOW | 劳氏 | 8,438,801 | 9.7 | 18.6% | 加仓 | +9.4% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 2,059,106 | 9.4 | 17.97% | 减仓 | -28.6% |
| 913017109 | UNITED TECHNOLOGIES CORP | 4,947,788 | 6.9 | 13.28% | 加仓 | +9% |
| ADP | 自动数据处理 | 4,029,427 | 6.1 | 11.65% | 减仓 | -4.6% |
| ESI | Element Solutions | 40,451,506 | 5.0 | 9.68% | 持平 | 0% |
| HHC | HOWARD HUGHES CORP | 2,133,236 | 2.6 | 5.09% | 减仓 | -3.2% |
| MDLZ | 亿滋 | — | — | — | 清仓 | -100% |