 家得宝HD |
| 16.91% | 9.03% | $705.4万 | 2.0万股 | $657.8万 | 2.0万股 | 00.00% | 持仓不变 |
 Ulta Beauty Inc Ordinary SharesULTA |
| 16.22% | — | $676.5万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
 摩根大通JPM |
| 15.69% | 10.09% | $654.7万 | 2.0万股 | $735.4万 | 2.5万股 | -5,000股-20.00% | 减仓 |
 达美乐披萨DPZ |
| 10.14% | 2.76% | $422.9万 | 1.4万股 | $200.9万 | 5,600股 | +8,686股+155.11% | 加仓 |
 优步UBER |
| 6.18% | 2.76% | $257.7万 | 3.6万股 | $201.4万 | 2.8万股 | +7,714股+27.55% | 加仓 |
| RRHRH |
| 5.64% | 9.59% | $235.3万 | 1.4万股 | $699.1万 | 5.0万股 | -3.6万股-71.43% | 减仓 |
 沃尔玛WMT |
| 4.85% | — | $202.2万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 麦当劳MCD |
| 4.63% | 2.39% | $193.1万 | 7,142股 | $174.0万 | 5,600股 | +1,542股+27.54% | 加仓 |
 CELSIUSCELH |
| 3.51% | 7.3% | $146.4万 | 5.0万股 | $532.2万 | 15.0万股 | -10.0万股-66.67% | 减仓 |
| CCHEWY CL ACHWY |
| 3.36% | 3.11% | $140.4万 | 7.1万股 | $226.8万 | 8.4万股 | -1.3万股-14.97% | 减仓 |
 百事可乐PEP |
| 3.25% | — | $135.4万 | 1.0万股 | $0 | 0股 | +1.0万股 | 新买入 |
 AUTONATIONAN |
| 3.18% | 4.02% | $132.7万 | 7,142股 | $292.9万 | 1.5万股 | -7,858股-52.39% | 减仓 |
 金佰利KMB |
| 2.63% | 13.24% | $109.8万 | 1.0万股 | $964.7万 | 10.0万股 | -9.0万股-90.00% | 减仓 |
 高露洁CL |
| 2.2% | 5.85% | $91.7万 | 1.0万股 | $426.2万 | 5.0万股 | -4.0万股-80.00% | 减仓 |
 TRACTOR SUPPLY COMTSCO |
| 1.62% | 1.24% | $67.7万 | 2.1万股 | $90.6万 | 2.0万股 | +1,429股+7.15% | 加仓 |
