| 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 | 19,685,602 | 10.3 | 17.28% | 减仓 | -5.6% |
| LOW | 劳氏 | 9,536,591 | 8.8 | 14.79% | 加仓 | +13% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,940,799 | 8.4 | 14.07% | 减仓 | -5.7% |
| HLTw | 希尔顿酒店 | 10,947,479 | 7.9 | 13.19% | 新进 | — |
| SBUX | 星巴克 | 11,754,441 | 7.6 | 12.71% | 新进 | — |
| 913017109 | UNITED TECHNOLOGIES CORP | 5,578,203 | 5.9 | 9.97% | 加仓 | +12.7% |
| ADP | 自动数据处理 | 4,070,126 | 5.3 | 8.96% | 加仓 | +1% |
| ESI | Element Solutions | 40,451,506 | 4.2 | 7.01% | 持平 | 0% |
| HHC | HOWARD HUGHES CORP | 1,233,589 | 1.2 | 2.02% | 减仓 | -42.2% |