| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,862,710 | 13.2 | 19.7% | 减仓 | -4% |
| QSRw | 餐饮品牌国际 | 18,342,703 | 11.9 | 17.78% | 减仓 | -6.8% |
| LOW | 劳氏 | 9,315,033 | 10.2 | 15.18% | 减仓 | -2.3% |
| HLTw | 希尔顿酒店 | 10,966,251 | 9.1 | 13.57% | 加仓 | +0.2% |
| 913017109 | UNITED TECHNOLOGIES CORP | 5,819,203 | 7.5 | 11.17% | 加仓 | +4.3% |
| SBUX | 星巴克 | 9,994,049 | 7.4 | 11.06% | 减仓 | -15% |
| ADP | 自动数据处理 | 4,029,526 | 6.4 | 9.58% | 减仓 | -1% |
| HHC | HOWARD HUGHES CORP | 1,194,793 | 1.3 | 1.96% | 减仓 | -3.1% |
| ESI | Element Solutions | — | — | — | 清仓 | -100% |