| IINVESCO DB MULTI-SECTOR COMM |
| 24.52% | — | $164.4万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 COMCAST NEW CL ACMCSA |
| 5.28% | 3.16% | $35.4万 | 6,753股 | $17.2万 | 3,713股 | +3,040股+81.87% | 加仓 |
 CHARTER COMMUNICATIONSCHTR |
| 5.13% | 3.31% | $34.4万 | 520股 | $18.0万 | 288股 | +232股+80.56% | 加仓 |
 OTIS WORLDWIDEOTIS |
| 2.13% | 2.32% | $14.3万 | 2,123股 | $12.6万 | 2,015股 | +108股+5.36% | 加仓 |
 EquifaxEFX |
| 2.06% | 2.17% | $13.8万 | 717股 | $11.8万 | 752股 | -35股-4.65% | 减仓 |
 美光科技MU |
| 2% | 2.78% | $13.4万 | 1,777股 | $15.1万 | 3,220股 | -1,443股-44.81% | 减仓 |
 环联TRU |
| 1.98% | 2.08% | $13.3万 | 1,345股 | $11.3万 | 1,345股 | 00.00% | 持仓不变 |
 达美航空DAL |
| 1.64% | — | $11.0万 | 2,744股 | $0 | 0股 | +2,744股 | 新买入 |
| OOPTIMUM COMMUNICATIONSOPTU |
| 1.48% | 0.81% | $9.9万 | 2,613股 | $4.4万 | 1,691股 | +922股+54.52% | 加仓 |
 GALLAGHER ARTHUR J & COMAJG |
| 1.42% | 1.66% | $9.5万 | 768股 | $9.0万 | 852股 | -84股-9.86% | 减仓 |
 SKYWORKS SOLUTIONSSWKS |
| 1.39% | 2.13% | $9.3万 | 608股 | $11.6万 | 797股 | -189股-23.71% | 减仓 |
 雅保ALB |
| 1.37% | 1.51% | $9.2万 | 625股 | $8.2万 | 921股 | -296股-32.14% | 减仓 |
| MMARSH & MCLENNAN COS COMMRSH |
| 1.34% | 1.62% | $9.0万 | 765股 | $8.8万 | 765股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 1.33% | — | $8.9万 | 417股 | $0 | 0股 | +417股 | 新买入 |
 QorvoQRVO |
| 1.31% | 1.89% | $8.8万 | 527股 | $10.3万 | 797股 | -270股-33.88% | 减仓 |
 博通AVGO |
| 1.28% | 2.15% | $8.6万 | 197股 | $11.7万 | 320股 | -123股-38.44% | 减仓 |
| Q高通QCOM |
| 1.27% | 2.01% | $8.5万 | 560股 | $10.9万 | 923股 | -363股-39.33% | 减仓 |
 LumentumLITE |
| 1.27% | 1.56% | $8.5万 | 901股 | $8.5万 | 1,129股 | -228股-20.19% | 减仓 |
 COPART COMCPRT |
| 1.16% | 1.47% | $7.8万 | 611股 | $8.0万 | 761股 | -150股-19.71% | 减仓 |
 SOUTHWEST AIRLS COMLUV |
| 1.1% | — | $7.4万 | 1,582股 | $0 | 0股 | +1,582股 | 新买入 |
 BURLINGTON STORES COMBURL |
| 1.09% | 1.25% | $7.3万 | 279股 | $6.8万 | 328股 | -49股-14.94% | 减仓 |
| AALEXANDRIA REAL ESTATE EQ INARE |
| 1.07% | 1.18% | $7.2万 | 402股 | $6.4万 | 402股 | 00.00% | 持仓不变 |
 星座品牌STZ |
| 1.06% | 1.23% | $7.1万 | 325股 | $6.7万 | 354股 | -29股-8.19% | 减仓 |
 VisaV |
| 1% | 1.27% | $6.7万 | 305股 | $6.9万 | 346股 | -41股-11.85% | 减仓 |
 联合太平洋铁路UNP |
| 1% | 1.29% | $6.7万 | 324股 | $7.0万 | 355股 | -31股-8.73% | 减仓 |
 ZOETIS CL AZTS |
| 0.98% | — | $6.6万 | 401股 | $0 | 0股 | +401股 | 新买入 |
 谷歌AGOOGL |
| 0.97% | — | $6.5万 | 37股 | $0 | 0股 | +37股 | 新买入 |
| T赛默飞世尔TMO |
| 0.97% | 1.34% | $6.5万 | 139股 | $7.3万 | 166股 | -27股-16.27% | 减仓 |
 REXFORD INDL RLTY INC REITREXR |
| 0.95% | 1.21% | $6.4万 | 1,308股 | $6.6万 | 1,435股 | -127股-8.85% | 减仓 |
 星巴克SBUX |
| 0.94% | — | $6.3万 | 589股 | $0 | 0股 | +589股 | 新买入 |
 NetEase, Inc. ADRNTES |
| 0.88% | 0.86% | $5.9万 | 613股 | $4.7万 | 104股 | +509股+489.42% | 加仓 |
 哈勃HUBB |
| 0.69% | 0.85% | $4.6万 | 294股 | $4.6万 | 335股 | -41股-12.24% | 减仓 |
| WWATSCOWSO |
| 0.69% | 2.28% | $4.6万 | 201股 | $12.4万 | 639股 | -438股-68.54% | 减仓 |
 雷诺士LII |
| 0.63% | 0.86% | $4.2万 | 154股 | $4.7万 | 174股 | -20股-11.49% | 减仓 |
 CARRIER GLOBALCARR |
| 0.6% | 0.7% | $4.0万 | 1,057股 | $3.8万 | 1,229股 | -172股-14.00% | 减仓 |
 BROWN & BROWN COMBRO |
| 0.46% | 0.53% | $3.1万 | 645股 | $2.9万 | 645股 | 00.00% | 持仓不变 |
 ChipotleCMG |
| 0.39% | 0.2% | $2.6万 | 19股 | $1.1万 | 9股 | +10股+111.11% | 加仓 |
 ACUITYAYI |
| 0.27% | 0.29% | $1.8万 | 152股 | $1.6万 | 152股 | 00.00% | 持仓不变 |
 万豪MAR |
| 0.24% | — | $1.6万 | 121股 | $0 | 0股 | +121股 | 新买入 |
 YUM BRANDS COMYUM |
| 0.24% | — | $1.6万 | 148股 | $0 | 0股 | +148股 | 新买入 |
| JJETBLUE AIRWAYSJBLU |
| 0.24% | — | $1.6万 | 1,120股 | $0 | 0股 | +1,120股 | 新买入 |
| KKODIAK SCIENCESKOD |
| 0.24% | 0.24% | $1.6万 | 108股 | $1.3万 | 212股 | -104股-49.06% | 减仓 |
| EEIDOS THERAPEUTICS INC |
| 0.24% | 0.22% | $1.6万 | 124股 | $1.2万 | 245股 | -121股-49.39% | 减仓 |
 希尔顿HLT |
| 0.21% | — | $1.4万 | 126股 | $0 | 0股 | +126股 | 新买入 |
 CloudflareNET |
| 0.16% | 0.2% | $1.1万 | 141股 | $1.1万 | 277股 | -136股-49.10% | 减仓 |
 LAS VEGAS SANDS COMLVS |
| 0.15% | — | $1.0万 | 163股 | $0 | 0股 | +163股 | 新买入 |
| AALARM COMALRM |
| 0.15% | 0.2% | $1.0万 | 101股 | $1.1万 | 199股 | -98股-49.25% | 减仓 |
| TTELADOC HEALTH INC COMTDOC |
| 0.15% | 0.2% | $1.0万 | 51股 | $1.1万 | 51股 | 00.00% | 持仓不变 |
 STOKE THERAPEUTICSSTOK |
| 0.15% | 0.2% | $1.0万 | 164股 | $1.1万 | 323股 | -159股-49.23% | 减仓 |
| CCODEXIS INC COMCDXS |
| 0.15% | 0.2% | $1.0万 | 470股 | $1.1万 | 923股 | -453股-49.08% | 减仓 |
