| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| LOW | 劳氏 | 10,140,520 | 19.7 | 18.37% | 减仓 | -15.2% |
| A | 安捷伦科技 | 11,695,838 | 17.3 | 16.14% | 减仓 | -0.9% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,086,136 | 16.8 | 15.72% | 持平 | 0% |
| HLTw | 希尔顿酒店 | 12,760,047 | 15.4 | 14.37% | 减仓 | -0.9% |
| QSRw | 餐饮品牌国际 | 23,696,917 | 15.3 | 14.26% | 减仓 | -1% |
| HHC | HOWARD HUGHES CORP | 13,470,008 | 13.1 | 12.26% | 持平 | 0% |
| DPZ | DOMINOS PIZZA INC | 2,039,170 | 9.5 | 8.88% | 加仓 | +0.2% |