| 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 | 1,782,710 | 13.1 | 19.48% | 减仓 | -4.3% |
| QSRw | 餐饮品牌国际 | 15,641,065 | 10.9 | 16.21% | 减仓 | -14.7% |
| HLTw | 希尔顿酒店 | 10,966,251 | 10.7 | 15.98% | 持平 | 0% |
| LOW | 劳氏 | 8,900,535 | 9.0 | 13.39% | 减仓 | -4.4% |
| SBUX | 星巴克 | 9,313,890 | 7.8 | 11.64% | 减仓 | -6.8% |
| BRK.B | 伯克希尔哈撒韦 | 3,512,997 | 7.5 | 11.16% | 新进 | — |
| ADP | 自动数据处理 | 4,029,526 | 6.7 | 9.93% | 持平 | 0% |
| HHC | HOWARD HUGHES CORP | 1,194,793 | 1.5 | 2.21% | 持平 | 0% |
| 913017109 | UNITED TECHNOLOGIES CORP | — | — | — | 清仓 | -100% |