| 代码 | 公司 | 持股数 | 市值（亿美元） | 占比 | 调整 | 调整比例 |
|---|---|---|---|---|---|---|
| LOW | 劳氏 | 10,207,306 | 20.6 | 19.86% | 减仓 | -0.3% |
| CMG | CHIPOTLE MEXICAN GRILL INC | 1,114,725 | 17.6 | 16.97% | 持平 | 0% |
| HLTw | 希尔顿酒店 | 9,952,287 | 15.1 | 14.53% | 减仓 | -21% |
| HHC | HOWARD HUGHES CORP | 13,620,164 | 14.1 | 13.58% | 持平 | 0% |
| QSRw | 餐饮品牌国际 | 23,864,631 | 13.9 | 13.41% | 减仓 | -0.3% |
| NFLX | 奈飞 | 3,109,965 | 11.6 | 11.21% | 新进 | — |
| DPZ | DOMINOS PIZZA INC | 2,068,031 | 8.4 | 8.1% | 减仓 | -1.2% |
| CP | CANADIAN PAC RY LTD | 2,944,259 | 2.4 | 2.34% | 加仓 | +4.6% |