| V先锋领航指数基金VOO |
| 18.73% | 17.53% | $2,866.2万 | 8.0万股 | $2,866.2万 | 8.0万股 | 00.00% | 持仓不变 |
| SSPDR标普500 ETFSPY |
| 8.38% | 7.84% | $1,282.4万 | 3.0万股 | $1,282.4万 | 3.0万股 | 00.00% | 持仓不变 |
 宣伟SHW |
| 5.75% | 5.38% | $879.9万 | 3.5万股 | $879.9万 | 3.5万股 | 00.00% | 持仓不变 |
 露露乐蒙LULU |
| 5.29% | 4.95% | $809.8万 | 2.1万股 | $809.8万 | 2.1万股 | 00.00% | 持仓不变 |
| ZZEBRA TECHNOLOGIES CORPORATIZBRA |
| 5.01% | 4.69% | $766.4万 | 3.2万股 | $766.4万 | 3.2万股 | 00.00% | 持仓不变 |
 达美乐披萨DPZ |
| 4.2% | 3.93% | $642.0万 | 1.7万股 | $642.0万 | 1.7万股 | 00.00% | 持仓不变 |
 联邦快递FDX |
| 4.16% | 3.89% | $635.8万 | 2.4万股 | $635.8万 | 2.4万股 | 00.00% | 持仓不变 |
 微软MSFT |
| 4.13% | 3.86% | $631.5万 | 2.0万股 | $631.5万 | 2.0万股 | 00.00% | 持仓不变 |
 Meta平台META |
| 3.92% | 3.67% | $600.4万 | 2.0万股 | $600.4万 | 2.0万股 | 00.00% | 持仓不变 |
| AARK·ETF TRARKK |
| 3.63% | 3.4% | $555.4万 | 14.0万股 | $555.4万 | 14.0万股 | 00.00% | 持仓不变 |
 亚马逊AMZN |
| 3.32% | 4.51% | $508.5万 | 4.0万股 | $737.3万 | 5.8万股 | -1.8万股-31.03% | 减仓 |
 星巴克SBUX |
| 3.28% | 3.07% | $502.0万 | 5.5万股 | $502.0万 | 5.5万股 | 00.00% | 持仓不变 |
 ACADEMY SPORTS & OUTDOORASO |
| 2.78% | 2.6% | $425.3万 | 9.0万股 | $425.3万 | 9.0万股 | 00.00% | 持仓不变 |
 麦当劳MCD |
| 2.75% | 2.58% | $421.5万 | 1.6万股 | $421.5万 | 1.6万股 | 00.00% | 持仓不变 |
 MACYS COMM |
| 2.5% | 2.34% | $383.1万 | 33.0万股 | $383.1万 | 33.0万股 | 00.00% | 持仓不变 |
 耐克NKE |
| 2.5% | 2.92% | $382.5万 | 4.0万股 | $478.1万 | 5.0万股 | -1.0万股-20.00% | 减仓 |
| SSKECHERS U S A INC CL A |
| 2.4% | 3.52% | $367.1万 | 7.5万股 | $576.3万 | 11.8万股 | -4.3万股-36.29% | 减仓 |
 Vulcan材料VMC |
| 2.27% | 2.13% | $347.5万 | 1.7万股 | $347.5万 | 1.7万股 | 00.00% | 持仓不变 |
| SSHAKE SHACKSHAK |
| 1.9% | 1.77% | $290.2万 | 5.0万股 | $290.2万 | 5.0万股 | 00.00% | 持仓不变 |
 DOLLAR GEN NEWDG |
| 1.73% | 1.62% | $264.5万 | 2.5万股 | $264.5万 | 2.5万股 | 00.00% | 持仓不变 |
 URBAN OUTFITTERSURBN |
| 1.62% | 1.51% | $247.5万 | 7.6万股 | $247.5万 | 7.6万股 | 00.00% | 持仓不变 |
 ROYAL CARIBBEANRCL |
| 1.51% | 2.77% | $230.4万 | 2.5万股 | $453.3万 | 4.9万股 | -2.4万股-49.19% | 减仓 |
 AMERICAN EAGLE OUTFITTERS INAEO |
| 1.41% | 1.32% | $216.2万 | 13.0万股 | $216.2万 | 13.0万股 | 00.00% | 持仓不变 |
 永利度假村WYNN |
| 1.21% | 2.32% | $184.8万 | 2.0万股 | $378.9万 | 4.1万股 | -2.1万股-51.22% | 减仓 |
 埃森哲ACN |
| 1.2% | 1.13% | $184.3万 | 6,000股 | $184.3万 | 6,000股 | 00.00% | 持仓不变 |
 LAS VEGAS SANDS COMLVS |
| 1.2% | 1.12% | $183.4万 | 4.0万股 | $183.4万 | 4.0万股 | 00.00% | 持仓不变 |
| UU S GLOBAL INVS INCJETS |
| 0.61% | 0.57% | $93.7万 | 5.5万股 | $93.7万 | 5.5万股 | 00.00% | 持仓不变 |
| IINNOVIZ TECHNOLOGIESINVZ |
| 0.57% | 0.54% | $87.8万 | 45.0万股 | $87.8万 | 45.0万股 | 00.00% | 持仓不变 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 0.45% | 0.42% | $68.6万 | 5.0万股 | $68.6万 | 5.0万股 | 00.00% | 持仓不变 |
 赛富时CRM |
| 0.4% | 0.37% | $60.8万 | 3,000股 | $60.8万 | 3,000股 | 00.00% | 持仓不变 |
 THE REALREALREAL |
| 0.39% | 0.36% | $59.1万 | 28.0万股 | $59.1万 | 28.0万股 | 00.00% | 持仓不变 |
| R拉夫劳伦RL |
| 0.38% | 0.36% | $58.0万 | 5,000股 | $58.0万 | 5,000股 | 00.00% | 持仓不变 |
| LLUMINAR TECHNOLOGIES INC |
| 0.33% | 0.92% | $51.0万 | 17.0万股 | $150.2万 | 33.0万股 | -16.0万股-48.48% | 减仓 |
| SSTUDIO CITY INTL HLDGS LTD SPON ADSMSC |
| 0.08% | 0.08% | $12.9万 | 2.6万股 | $12.9万 | 2.6万股 | 00.00% | 持仓不变 |
