 WAYFAIRW |
| 7.09% | 6.9% | $7,641.5万 | 82.7万股 | $7,820.5万 | 104.0万股 | -21.3万股-20.48% | 减仓 |
 FLOOR & DECORFND |
| 6.88% | 5.39% | $7,413.7万 | 124.9万股 | $6,105.8万 | 120.2万股 | +4.7万股+3.91% | 加仓 |
| FFIVE BELOWFIVE |
| 6.65% | 6.03% | $7,169.5万 | 39.9万股 | $6,838.8万 | 29.9万股 | +9.9万股+33.23% | 加仓 |
 宝洁PG |
| 6.15% | 4.38% | $6,624.9万 | 45.2万股 | $4,967.9万 | 34.4万股 | +10.8万股+31.35% | 加仓 |
 MONDELEZ INTL CL AMDLZ |
| 5.91% | 3.61% | $6,366.4万 | 110.1万股 | $4,091.0万 | 71.0万股 | +39.1万股+55.08% | 加仓 |
 BURLINGTON STORES COMBURL |
| 5.41% | 5.23% | $5,825.4万 | 18.4万股 | $5,927.5万 | 18.2万股 | +1,711股+0.94% | 加仓 |
 麦当劳MCD |
| 4.94% | 2.26% | $5,324.8万 | 19.7万股 | $2,563.9万 | 8.2万股 | +11.4万股+138.79% | 加仓 |
| CCARNIVAL CORP LTD COMMON SHARESCCL |
| 4.89% | 4.63% | $5,264.9万 | 184.3万股 | $5,252.0万 | 202.9万股 | -18.7万股-9.19% | 减仓 |
 AMER SPORTS INC COM SHSAS |
| 4.54% | 4.46% | $4,887.2万 | 144.4万股 | $5,056.4万 | 153.6万股 | -9.2万股-5.97% | 减仓 |
 PERFORMANCE FOODPFGC |
| 4.52% | 4.97% | $4,865.5万 | 43.5万股 | $5,632.6万 | 65.8万股 | -22.2万股-33.81% | 减仓 |
 EAST WEST BANCORPEWBC |
| 3.39% | 2.66% | $3,653.1万 | 24.0万股 | $3,016.7万 | 28.5万股 | -4.5万股-15.78% | 减仓 |
| VVICTORIAS SECRETVSXY |
| 3.34% | — | $3,596.2万 | 43.1万股 | $0 | 0股 | +43.1万股 | 新买入 |
 URBAN OUTFITTERSURBN |
| 3.29% | 2.54% | $3,539.8万 | 50.0万股 | $2,875.0万 | 45.4万股 | +4.6万股+10.08% | 加仓 |
 WILLIAMS SONOMAWSM |
| 3.13% | 1.37% | $3,376.8万 | 14.5万股 | $1,552.6万 | 8.5万股 | +6.0万股+70.13% | 加仓 |
 BOOT BARNBOOT |
| 2.86% | 2.8% | $3,079.5万 | 18.7万股 | $3,174.5万 | 21.7万股 | -2.9万股-13.57% | 减仓 |
 TapestryTPR |
| 2.72% | — | $2,928.0万 | 20.0万股 | $0 | 0股 | +20.0万股 | 新买入 |
 星座品牌STZ |
| 2.6% | 3.96% | $2,800.7万 | 20.1万股 | $4,492.4万 | 29.9万股 | -9.8万股-32.77% | 减仓 |
 TREXTREX |
| 2.41% | — | $2,595.0万 | 51.9万股 | $0 | 0股 | +51.9万股 | 新买入 |
| OONONON |
| 2.21% | — | $2,386.4万 | 67.4万股 | $0 | 0股 | +67.4万股 | 新买入 |
 MOHAWK INDSMHK |
| 2.06% | 2.44% | $2,217.5万 | 18.3万股 | $2,769.5万 | 28.1万股 | -9.9万股-35.02% | 减仓 |
 ADVANCE AUTO PARTSAAP |
| 1.92% | — | $2,071.4万 | 33.3万股 | $0 | 0股 | +33.3万股 | 新买入 |
| BBRINKER INTLEAT |
| 1.9% | — | $2,047.0万 | 12.2万股 | $0 | 0股 | +12.2万股 | 新买入 |
 US FOODSUSFD |
| 1.9% | 0.06% | $2,044.4万 | 20.0万股 | $67.5万 | 7,319股 | +19.3万股+2,631.86% | 加仓 |
 美高梅MGM |
| 1.79% | — | $1,932.1万 | 40.4万股 | $0 | 0股 | +40.4万股 | 新买入 |
 ROYAL CARIBBEANRCL |
| 1.65% | 2.56% | $1,781.2万 | 5.6万股 | $2,899.7万 | 10.5万股 | -4.9万股-46.77% | 减仓 |
 AIRBNB COM CL AABNB |
| 1.56% | — | $1,680.7万 | 11.7万股 | $0 | 0股 | +11.7万股 | 新买入 |
 MAPLEBEAR COMCART |
| 1.26% | 1.46% | $1,356.4万 | 28.6万股 | $1,653.6万 | 44.1万股 | -15.5万股-35.10% | 减仓 |
| BBOBS DISC FURNITUREBOBS |
| 1.13% | 1.08% | $1,218.2万 | 77.0万股 | $1,228.9万 | 104.6万股 | -27.6万股-26.37% | 减仓 |
| TTOLL BROTHERSTOL |
| 0.97% | 0.69% | $1,044.0万 | 6.3万股 | $784.1万 | 5.7万股 | +5,911股+10.29% | 加仓 |
| R拉夫劳伦RL |
| 0.68% | 1.04% | $734.9万 | 1.8万股 | $1,183.1万 | 3.4万股 | -1.6万股-46.77% | 减仓 |
 VIKING ORD SHSVIK |
| 0.07% | 3.25% | $75.0万 | 7,168股 | $3,686.9万 | 50.2万股 | -49.5万股-98.57% | 减仓 |
| CCARVANA CL ACVNA |
| 0.05% | 0.05% | $57.5万 | 8,730股 | $54.9万 | 1,746股 | +6,984股+400.00% | 加仓 |
 NEXSTAR MEDIANXST |
| 0.05% | 3.4% | $52.4万 | 2,932股 | $3,858.0万 | 21.3万股 | -21.0万股-98.63% | 减仓 |
 LOWES COS COMLOW |
| 0.03% | 1.34% | $28.4万 | 1,290股 | $1,519.9万 | 6.4万股 | -6.3万股-97.99% | 减仓 |
| BBIRKENSTOCK HOLDING COM SHSBIRK |
| 0.02% | 2.44% | $26.4万 | 6,125股 | $2,763.7万 | 77.1万股 | -76.5万股-99.21% | 减仓 |
| CCHEWY CL ACHWY |
| 0.02% | 3.13% | $21.3万 | 1.1万股 | $3,550.3万 | 131.5万股 | -130.4万股-99.17% | 减仓 |
| AARHAUSARHS |
| 0.02% | — | $16.8万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
