| 股票名称 |
股票代码 |
持有量(万股) |
市值(万元) |
占净值 |
| 亚马逊 |
AMZN US |
10.27 |
16678.05 |
21.05% |
| 亚马逊 |
AMZN US |
10.27 |
16678.05 |
21.05% |
| 特斯拉 |
TSLA US |
5.15 |
14740.70 |
18.60% |
| 特斯拉 |
TSLA US |
5.15 |
14740.70 |
18.60% |
| 家得宝 |
HD US |
1.82 |
4372.97 |
5.52% |
| 家得宝 |
HD US |
1.82 |
4372.97 |
5.52% |
| 麦当劳 |
MCD US |
1.69 |
3117.64 |
3.93% |
| 麦当劳 |
MCD US |
1.69 |
3117.64 |
3.93% |
| The Tjx |
TJX US |
2.85 |
2944.39 |
3.72% |
| The Tjx |
TJX US |
2.85 |
2944.39 |
3.72% |
| Booking Holdings |
BKNG US |
2.12 |
2579.21 |
3.26% |
| Booking Holdings |
BKNG US |
2.12 |
2579.21 |
3.26% |
| 劳氏 |
LOW US |
1.54 |
2306.06 |
2.91% |
| 劳氏 |
LOW US |
1.54 |
2306.06 |
2.91% |
| 星巴克 |
SBUX US |
3.12 |
2174.88 |
2.74% |
| 星巴克 |
SBUX US |
3.12 |
2174.88 |
2.74% |
| 万豪酒店 |
MAR US |
0.60 |
1514.68 |
1.91% |
| 万豪酒店 |
MAR US |
0.60 |
1514.68 |
1.91% |
| 皇家加勒比邮轮 |
RCL US |
0.68 |
1478.83 |
1.87% |
| 皇家加勒比邮轮 |
RCL US |
0.68 |
1478.83 |
1.87% |
| 奥莱利 |
ORLY US |
2.27 |
1425.16 |
1.80% |
| 希尔顿酒店 |
HLT US |
0.62 |
1404.91 |
1.77% |
| Doordash |
DASH US |
1.04 |
1304.07 |
1.65% |
| 通用汽车 |
GM US |
2.47 |
1297.87 |
1.64% |
| 罗斯百货 |
ROST US |
0.88 |
1280.52 |
1.62% |
| 爱彼迎 |
ABNB US |
1.15 |
1116.84 |
1.41% |
| 福特汽车 |
F US |
10.73 |
1015.92 |
1.28% |
| 汽车地带 |
AZO US |
0.05 |
983.88 |
1.24% |
| eBay |
EBAY US |
1.22 |
926.51 |
1.17% |
| 耐克 |
NKE US |
3.29 |
919.51 |
1.16% |
| Carvana |
CVNA US |
1.96 |
880.45 |
1.11% |
| YUM! Brands |
YUM US |
0.76 |
822.80 |
1.04% |
| 墨式烧烤 |
CMG US |
3.52 |
814.43 |
1.03% |
| 霍顿房屋 |
DHI US |
0.72 |
802.18 |
1.01% |
| 佳明 |
GRMN US |
0.45 |
727.23 |
0.92% |
| 嘉年华集团 |
CCL US |
3.53 |
686.35 |
0.87% |
| Tapestry |
TPR US |
0.55 |
552.33 |
0.70% |
| Expedia |
EXPE US |
0.31 |
547.06 |
0.69% |
| 威廉姆斯-索诺玛 |
WSM US |
0.32 |
512.48 |
0.65% |
| 普得集团 |
PHM US |
0.52 |
488.10 |
0.62% |
| 达登饭店 |
DRI US |
0.31 |
440.58 |
0.56% |
| Ulta Beauty |
ULTA US |
0.12 |
367.05 |
0.46% |
| 莱纳 |
LEN US |
0.59 |
363.69 |
0.46% |
| NVR |
NVR US |
0.01 |
343.40 |
0.43% |
| 拖拉机供应 |
TSCO US |
1.44 |
309.57 |
0.39% |
| 通用配件 |
GPC US |
0.38 |
303.18 |
0.38% |
| 拉夫劳伦 |
RL US |
0.11 |
289.80 |
0.37% |
| 百思买 |
BBY US |
0.54 |
277.63 |
0.35% |
| 戴克斯户外 |
DECK US |
0.39 |
263.20 |
0.33% |
| 金沙集团 |
LVS US |
0.82 |
257.18 |
0.32% |
| Aptiv |
APTV US |
0.58 |
242.55 |
0.31% |
| Lululemon Athletica |
LULU US |
0.29 |
223.27 |
0.28% |
| 孩之宝 |
HAS US |
0.37 |
207.29 |
0.26% |
| 挪威邮轮 |
NCLH US |
1.26 |
180.99 |
0.23% |
| MGM RESORTS INTERNATIONAL |
MGM US |
0.53 |
171.31 |
0.22% |
| 达美乐比萨 |
DPZ US |
0.08 |
169.17 |
0.21% |
| 永利度假村 |
WYNN US |
0.23 |
152.09 |
0.19% |
|
|
| 投资行业组合 |
市值(亿元) |
占净值 |
| 非日常生活消费品 |
7.50 |
94.63% |
|
