 BRITISH AMERN TOB SPONSORED ADRBTI |
| 6.24% | 4.4% | $1,004.8万 | 16.3万股 | $727.9万 | 12.4万股 | +3.8万股+30.68% | 加仓 |
 PHILIP MORRIS INTLPM |
| 5.93% | 6.2% | $954.4万 | 5.3万股 | $1,027.1万 | 6.2万股 | -9,366股-15.08% | 减仓 |
 麦当劳MCD |
| 5.24% | 2.37% | $843.0万 | 3.1万股 | $392.9万 | 1.3万股 | +1.9万股+146.72% | 加仓 |
 沃尔玛WMT |
| 5.11% | 3.22% | $822.8万 | 7.3万股 | $532.9万 | 4.3万股 | +3.0万股+69.41% | 加仓 |
 DOLLAR GEN NEWDG |
| 4.9% | 4.45% | $789.0万 | 6.9万股 | $737.6万 | 6.2万股 | +6,419股+10.33% | 加仓 |
 可口可乐KO |
| 4.7% | 3.48% | $756.8万 | 9.3万股 | $577.1万 | 7.6万股 | +1.7万股+22.71% | 加仓 |
 PERFORMANCE FOODPFGC |
| 4.32% | 4.11% | $696.4万 | 6.2万股 | $680.2万 | 7.9万股 | -1.7万股-21.54% | 减仓 |
 ROYAL CARIBBEANRCL |
| 4.06% | 4.49% | $654.5万 | 2.1万股 | $743.4万 | 2.7万股 | -6,403股-23.70% | 减仓 |
| DDUTCH BROSBROS |
| 3.8% | 2.98% | $611.9万 | 8.5万股 | $493.2万 | 9.7万股 | -1.2万股-12.47% | 减仓 |
 Dollar TreeDLTR |
| 3.68% | 4.13% | $592.7万 | 4.9万股 | $683.2万 | 6.2万股 | -1.3万股-21.46% | 减仓 |
 BURLINGTON STORES COMBURL |
| 3.48% | 4.28% | $560.0万 | 1.8万股 | $708.5万 | 2.2万股 | -4,098股-18.82% | 减仓 |
| WWINGSTOPWING |
| 3.27% | 2.96% | $525.9万 | 3.0万股 | $489.5万 | 3.2万股 | -1,258股-3.98% | 减仓 |
 TJXTJX |
| 3.1% | 3.19% | $498.5万 | 3.3万股 | $528.0万 | 3.3万股 | -158股-0.48% | 减仓 |
 星座品牌STZ |
| 3.09% | 3.6% | $496.9万 | 3.6万股 | $596.6万 | 4.0万股 | -4,047股-10.17% | 减仓 |
 ADVANCE AUTO PARTSAAP |
| 2.88% | 3.34% | $463.6万 | 7.5万股 | $553.6万 | 10.5万股 | -3.0万股-29.00% | 减仓 |
 CHURCH & DWIGHTCHD |
| 2.57% | 3.06% | $413.6万 | 4.3万股 | $507.0万 | 5.4万股 | -1.2万股-21.42% | 减仓 |
 CELSIUSCELH |
| 2.48% | 2.47% | $399.3万 | 13.6万股 | $408.9万 | 11.5万股 | +2.1万股+18.33% | 加仓 |
| EE L F BEAUTYELF |
| 2.34% | 2.05% | $376.7万 | 5.1万股 | $339.6万 | 5.6万股 | -5,139股-9.17% | 减仓 |
| PPAPA JOHNS INTLPZZA |
| 2.23% | 2.44% | $359.4万 | 9.8万股 | $403.7万 | 12.5万股 | -2.7万股-21.54% | 减仓 |
 亚马逊AMZN |
| 2.11% | 3.54% | $340.3万 | 1.4万股 | $586.7万 | 2.8万股 | -1.4万股-49.32% | 减仓 |
| FFRESHPETFRPT |
| 1.96% | 1.99% | $315.6万 | 5.3万股 | $329.5万 | 5.6万股 | -2,494股-4.46% | 减仓 |
 高露洁CL |
| 1.89% | 1.27% | $305.0万 | 3.3万股 | $210.4万 | 2.5万股 | +8,581股+34.76% | 加仓 |
 达美乐披萨DPZ |
| 1.68% | 2.09% | $271.2万 | 9,162股 | $345.8万 | 9,638股 | -476股-4.94% | 减仓 |
| NNORWEGIAN CRUISE LINE HLDGS LT SHSNCLH |
| 1.53% | 1.68% | $246.7万 | 11.7万股 | $278.3万 | 14.9万股 | -3.2万股-21.47% | 减仓 |
 ALBERTSONS COMPANIES INCACI |
| 1.42% | 1.81% | $228.0万 | 16.9万股 | $299.7万 | 17.6万股 | -7,395股-4.20% | 减仓 |
 BOSTON BEERSAM |
| 1.31% | 2.11% | $210.6万 | 1.2万股 | $348.8万 | 1.5万股 | -3,240股-21.40% | 减仓 |
| MMONSTER BEVERAGE NEW COMMNST |
| 1.22% | 0.8% | $196.7万 | 2.0万股 | $132.5万 | 1.8万股 | +2,177股+11.91% | 加仓 |
 ChipotleCMG |
| 1.2% | 1.4% | $192.9万 | 5.7万股 | $231.5万 | 7.2万股 | -1.6万股-21.55% | 减仓 |
| WWYNDHAM HOTELS & RESORTSWH |
| 1.15% | 1.37% | $184.9万 | 2.2万股 | $227.2万 | 2.8万股 | -6,010股-21.49% | 减仓 |
 US FOODSUSFD |
| 1.12% | 0.69% | $180.9万 | 1.8万股 | $114.9万 | 1.2万股 | +5,225股+41.92% | 加仓 |
| VV FVFC |
| 1.07% | 0.79% | $172.3万 | 10.3万股 | $130.4万 | 7.7万股 | +2.7万股+34.55% | 加仓 |
 金佰利KMB |
| 1.04% | 1.13% | $168.1万 | 1.5万股 | $187.8万 | 1.9万股 | -4,149股-21.31% | 减仓 |
 希尔顿HLT |
| 0.92% | 1.06% | $148.9万 | 4,506股 | $174.7万 | 5,746股 | -1,240股-21.58% | 减仓 |
 ANHEUSER BUSCH INBEV SPONSORED ADRBUD |
| 0.91% | — | $145.9万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
| S六旗FUN |
| 0.82% | 0.85% | $132.5万 | 6.2万股 | $140.7万 | 7.9万股 | -1.7万股-21.54% | 减仓 |
 MONDELEZ INTL CL AMDLZ |
| 0.76% | 0.94% | $123.1万 | 2.1万股 | $156.1万 | 2.7万股 | -5,797股-21.41% | 减仓 |
 TEXAS ROADHOUSE CLASS ATXRH |
| 0.75% | 0.89% | $121.4万 | 6,284股 | $146.9万 | 8,895股 | -2,611股-29.35% | 减仓 |
 汽车地带AZO |
| 0.75% | 0.55% | $120.2万 | 376股 | $91.2万 | 270股 | +106股+39.26% | 加仓 |
 MCCORMICK & COM NON VTGMKC |
| 0.7% | 1.9% | $112.8万 | 2.2万股 | $315.2万 | 6.2万股 | -4.0万股-64.19% | 减仓 |
| BB & G FOODSBGS |
| 0.65% | 0.77% | $104.3万 | 26.2万股 | $127.4万 | 26.5万股 | -2,742股-1.04% | 减仓 |
 CHOICE HOTELS INTLCHH |
| 0.62% | 0.72% | $100.2万 | 9,085股 | $119.4万 | 1.2万股 | -2,448股-21.23% | 减仓 |
 LEVI STRAUSS & NEWLEVI |
| 0.59% | 0.39% | $95.3万 | 3.8万股 | $65.1万 | 3.5万股 | +3,160股+8.97% | 加仓 |
 TRAVEL PLUS LEISURETNL |
| 0.4% | 0.45% | $64.8万 | 8,474股 | $74.5万 | 1.1万股 | -2,293股-21.30% | 减仓 |
