| IiShares安硕信托TLT |
| 6.63% | — | $1.02亿 | 118.3万股 | $0 | 0股 | +118.3万股 | 新买入 |
 HEICOHEI |
| 2.02% | 1.57% | $3,112.3万 | 12.1万股 | $2,472.5万 | 11.7万股 | +3,545股+3.03% | 加仓 |
 星座品牌STZ |
| 1.36% | 1.38% | $2,093.5万 | 15.1万股 | $2,175.2万 | 14.5万股 | +5,497股+3.79% | 加仓 |
 VanEck ETF信托SMH |
| 1.28% | — | $1,967.7万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 ALTRIAMO |
| 1.13% | 1.1% | $1,746.1万 | 24.3万股 | $1,734.7万 | 26.3万股 | -2.0万股-7.68% | 减仓 |
| SSPDR行业精选信托XLE |
| 1.09% | 1.23% | $1,678.6万 | 31.6万股 | $1,936.2万 | 31.6万股 | 00.00% | 持仓不变 |
| PPRIMO BRANDSPRMB |
| 1.04% | — | $1,606.1万 | 65.7万股 | $0 | 0股 | +65.7万股 | 新买入 |
 斯味可SJM |
| 0.94% | — | $1,443.9万 | 12.8万股 | $0 | 0股 | +12.8万股 | 新买入 |
 福克斯FOXA |
| 0.83% | 0.92% | $1,280.8万 | 27.3万股 | $1,449.7万 | 27.3万股 | +436股+0.16% | 加仓 |
| RRUSH STREET INTERACTIVERSI |
| 0.8% | 0.79% | $1,234.4万 | 41.5万股 | $1,250.8万 | 57.5万股 | -16.0万股-27.83% | 减仓 |
| AALLEGIANT TRAVELALGT |
| 0.79% | 0.56% | $1,220.7万 | 10.4万股 | $875.4万 | 10.8万股 | -4,219股-3.91% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 0.73% | — | $1,122.4万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 高露洁CL |
| 0.65% | — | $1,002.2万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 LAUDER ESTEE COS CL AEL |
| 0.65% | 0.13% | $997.6万 | 12.6万股 | $204.9万 | 2.9万股 | +9.8万股+342.64% | 加仓 |
 MATCH NEWMTCH |
| 0.62% | 0.67% | $962.5万 | 25.3万股 | $1,055.4万 | 34.4万股 | -9.1万股-26.40% | 减仓 |
 WELLTOWER COMWELL |
| 0.61% | 0.4% | $943.4万 | 4.2万股 | $630.6万 | 3.2万股 | +9,671股+30.32% | 加仓 |
 PELOTON INTERACTIVEPTON |
| 0.56% | 0.22% | $861.9万 | 145.8万股 | $340.0万 | 79.3万股 | +66.6万股+84.00% | 加仓 |
 EAST WEST BANCORPEWBC |
| 0.55% | — | $854.1万 | 5.6万股 | $0 | 0股 | +5.6万股 | 新买入 |
 CVS健康CVS |
| 0.55% | 0.15% | $851.5万 | 8.2万股 | $229.0万 | 3.2万股 | +5.0万股+158.17% | 加仓 |
 DraftKingsDKNG |
| 0.55% | 0.33% | $849.7万 | 33.6万股 | $522.4万 | 24.2万股 | +9.5万股+39.22% | 加仓 |
 新闻集团NWSA |
| 0.54% | 0.6% | $837.1万 | 33.7万股 | $940.7万 | 37.7万股 | -4.0万股-10.66% | 减仓 |
 ROBLOX CL ARBLX |
| 0.54% | 0.44% | $832.3万 | 15.3万股 | $695.4万 | 12.3万股 | +3.0万股+24.48% | 加仓 |
| CCARMAXKMX |
| 0.53% | 0.58% | $818.1万 | 15.5万股 | $917.7万 | 22.1万股 | -6.6万股-29.92% | 减仓 |
| PPROLOGIS COMPLD |
| 0.52% | — | $800.7万 | 5.9万股 | $0 | 0股 | +5.9万股 | 新买入 |
 THE REALREALREAL |
| 0.51% | — | $793.7万 | 67.3万股 | $0 | 0股 | +67.3万股 | 新买入 |
| CCONAGRA BRANDSCAG |
| 0.49% | — | $750.0万 | 55.7万股 | $0 | 0股 | +55.7万股 | 新买入 |
 应用材料AMAT |
| 0.47% | 0.45% | $732.3万 | 1.0万股 | $702.0万 | 2.1万股 | -1.0万股-50.68% | 减仓 |
 ASA GOLD AND PRECIOUS MEASA |
| 0.47% | 0.55% | $728.4万 | 14.0万股 | $868.3万 | 14.0万股 | 00.00% | 持仓不变 |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 0.45% | — | $697.7万 | 40.6万股 | $0 | 0股 | +40.6万股 | 新买入 |
 ChipotleCMG |
| 0.44% | 0.41% | $681.9万 | 20.1万股 | $647.2万 | 20.2万股 | -1,615股-0.80% | 减仓 |
 DOLLAR GEN NEWDG |
| 0.44% | 0.34% | $681.1万 | 5.9万股 | $542.6万 | 4.6万股 | +1.3万股+29.46% | 加仓 |
 嘉信理财SCHW |
| 0.43% | 0.09% | $665.5万 | 7.2万股 | $138.3万 | 1.5万股 | +5.7万股+390.09% | 加仓 |
 BJS RESTAURANTSBJRI |
| 0.43% | — | $660.6万 | 10.9万股 | $0 | 0股 | +10.9万股 | 新买入 |
 优步UBER |
| 0.43% | 0.13% | $658.6万 | 9.1万股 | $209.7万 | 2.9万股 | +6.2万股+213.07% | 加仓 |
 纽威品牌NWL |
| 0.42% | 0.01% | $653.9万 | 106.5万股 | $11.2万 | 3.3万股 | +103.2万股+3,153.48% | 加仓 |
 GENERAL MILLS COMGIS |
| 0.42% | — | $653.8万 | 18.8万股 | $0 | 0股 | +18.8万股 | 新买入 |
 ETSY COMETSY |
| 0.42% | 0.19% | $646.6万 | 8.6万股 | $293.3万 | 5.9万股 | +2.7万股+46.24% | 加仓 |
| CCARTERSCRI |
| 0.41% | 0.63% | $634.3万 | 15.4万股 | $989.7万 | 27.7万股 | -12.3万股-44.32% | 减仓 |
 CASEYS GEN STORESCASY |
| 0.41% | 0.91% | $631.3万 | 7,943股 | $1,433.9万 | 2.0万股 | -1.2万股-59.68% | 减仓 |
 联合包裹UPSUPS |
| 0.41% | 0.1% | $627.6万 | 5.8万股 | $159.8万 | 1.6万股 | +4.2万股+259.41% | 加仓 |
 HORMEL FOODSHRL |
| 0.4% | — | $610.6万 | 24.6万股 | $0 | 0股 | +24.6万股 | 新买入 |
 康明斯CMI |
| 0.4% | — | $610.5万 | 8,560股 | $0 | 0股 | +8,560股 | 新买入 |
 BJS WHSL CLUBBJ |
| 0.39% | 0.48% | $608.1万 | 7.0万股 | $752.1万 | 7.6万股 | -6,703股-8.77% | 减仓 |
| HHIMS & HERS HEALTHHIMS |
| 0.39% | 0.14% | $606.9万 | 17.5万股 | $225.8万 | 10.9万股 | +6.6万股+60.94% | 加仓 |
| FFRESHPETFRPT |
| 0.39% | 0.13% | $597.7万 | 10.1万股 | $211.5万 | 3.6万股 | +6.5万股+181.87% | 加仓 |
 瑞思迈RMD |
| 0.36% | 0.02% | $561.9万 | 2.9万股 | $30.8万 | 1,374股 | +2.7万股+1,998.54% | 加仓 |
 WP CAREYWPC |
| 0.36% | — | $553.0万 | 7.7万股 | $0 | 0股 | +7.7万股 | 新买入 |
 宣伟SHW |
| 0.36% | — | $552.2万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
 爱迪生国际EIX |
| 0.36% | 0.24% | $551.7万 | 7.4万股 | $379.3万 | 5.2万股 | +2.2万股+42.99% | 加仓 |
 第一资本COF |
| 0.36% | 0.32% | $548.1万 | 2.7万股 | $505.0万 | 2.8万股 | -364股-1.31% | 减仓 |
