 UNITED AIRLS COMUAL |
| 18.07% | 13.33% | $7.29亿 | 536.0万股 | $4.60亿 | 499.7万股 | +36.3万股+7.26% | 加仓 |
 SYNCHRONY FINANCIAL COMSYF |
| 14.35% | 15% | $5.79亿 | 761.2万股 | $5.18亿 | 761.2万股 | 00.00% | 持仓不变 |
 ExpediaEXPE |
| 12.03% | 13.06% | $4.85亿 | 189.6万股 | $4.51亿 | 195.2万股 | -5.6万股-2.88% | 减仓 |
 达美航空DAL |
| 8.11% | 6.8% | $3.27亿 | 349.3万股 | $2.35亿 | 353.2万股 | -3.9万股-1.11% | 减仓 |
| WWEXWEX |
| 7.89% | 10% | $3.18亿 | 225.5万股 | $3.45亿 | 225.5万股 | 00.00% | 持仓不变 |
 优步UBER |
| 7.54% | 7.79% | $3.04亿 | 421.8万股 | $2.69亿 | 373.7万股 | +48.1万股+12.86% | 加仓 |
 SOUTHWEST AIRLS COMLUV |
| 6.25% | 5.68% | $2.52亿 | 490.6万股 | $1.96亿 | 521.9万股 | -31.3万股-6.01% | 减仓 |
 BOOKING COMBKNG |
| 4.38% | 5.19% | $1.77亿 | 99.2万股 | $1.79亿 | 4.3万股 | +95.0万股+2,230.35% | 加仓 |
| CCARVANA CL ACVNA |
| 2.84% | 3.17% | $1.14亿 | 173.9万股 | $1.09亿 | 34.8万股 | +139.1万股+400.00% | 加仓 |
 AIRBNB COM CL AABNB |
| 2.66% | 2.73% | $1.07亿 | 75.0万股 | $9,439.4万 | 74.8万股 | +2,500股+0.33% | 加仓 |
| AALLEGIANT TRAVELALGT |
| 2.46% | 1.99% | $9,932.9万 | 84.5万股 | $6,857.5万 | 84.6万股 | -1,559股-0.18% | 减仓 |
| AALASKA AIRALK |
| 2.04% | 1.69% | $8,245.7万 | 158.0万股 | $5,816.8万 | 158.2万股 | -1,864股-0.12% | 减仓 |
 凯悦H |
| 1.63% | 1.41% | $6,561.5万 | 33.9万股 | $4,867.3万 | 33.9万股 | 00.00% | 持仓不变 |
| TTRIPADVISORTRIP |
| 1.38% | 1.26% | $5,582.8万 | 407.2万股 | $4,340.8万 | 407.2万股 | 00.00% | 持仓不变 |
 VisaV |
| 1.09% | 0.7% | $4,377.8万 | 12.8万股 | $2,417.9万 | 8.0万股 | +4.8万股+59.50% | 加仓 |
 Meta平台META |
| 0.77% | — | $3,097.1万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
 ZILLOW CL AZ |
| 0.64% | — | $2,594.1万 | 82.3万股 | $0 | 0股 | +82.3万股 | 新买入 |
| TTRIVAGOTRVG |
| 0.58% | 0.33% | $2,348.1万 | 429.3万股 | $1,136.3万 | 419.3万股 | +10.0万股+2.38% | 加仓 |
| LLYFT INC CLASS ALYFT |
| 0.58% | 1.21% | $2,344.9万 | 160.5万股 | $4,162.9万 | 313.0万股 | -152.5万股-48.72% | 减仓 |
| JJETBLUE AIRWAYSJBLU |
| 0.57% | 0.57% | $2,292.0万 | 400.0万股 | $1,970.2万 | 445.7万股 | -45.7万股-10.26% | 减仓 |
 嘉信理财SCHW |
| 0.56% | 0.69% | $2,260.6万 | 24.5万股 | $2,380.5万 | 25.3万股 | -8,300股-3.28% | 减仓 |
| RRYANAIR HOLDINGS PLC SPONSORED ADRRYAAY |
| 0.55% | 0.58% | $2,201.5万 | 34.0万股 | $1,994.1万 | 34.5万股 | -5,000股-1.45% | 减仓 |
| GGRUPO AEROMEXICO SAB DE CVAERO |
| 0.53% | — | $2,141.7万 | 119.0万股 | $0 | 0股 | +119.0万股 | 新买入 |
| AAMERICAN AIRLINESAAL |
| 0.45% | 0.39% | $1,807.0万 | 100.0万股 | $1,342.5万 | 125.0万股 | -25.0万股-20.00% | 减仓 |
 万事达MA |
| 0.38% | — | $1,540.8万 | 3.0万股 | $0 | 0股 | +3.0万股 | 新买入 |
 万豪MAR |
| 0.37% | 0.85% | $1,482.4万 | 4.0万股 | $2,943.6万 | 9.0万股 | -5.0万股-55.56% | 减仓 |
| RREPUBLIC AWYS HLDGS INCRJET |
| 0.26% | 0.26% | $1,064.9万 | 50.7万股 | $906.2万 | 50.7万股 | 00.00% | 持仓不变 |
| AAlphabet Inc Class CGOOG |
| 0.24% | 0.58% | $978.7万 | 2.8万股 | $1,985.1万 | 6.9万股 | -4.2万股-59.97% | 减仓 |
| BBILLBILL |
| 0.18% | 0.44% | $723.2万 | 20.0万股 | $1,532.0万 | 40.0万股 | -20.0万股-50.00% | 减仓 |
 SKYWESTSKYW |
| 0.14% | 0.95% | $545.1万 | 5.5万股 | $3,286.8万 | 35.8万股 | -30.3万股-84.67% | 减仓 |
| CCOPACPA |
| 0.08% | 0.52% | $312.9万 | 2.0万股 | $1,785.9万 | 15.7万股 | -13.7万股-87.20% | 减仓 |
| C花旗集团C |
| 0.07% | 0.07% | $279.9万 | 2.0万股 | $226.8万 | 2.0万股 | 00.00% | 持仓不变 |
 CARS COMCARS |
| 0.07% | 0.06% | $269.5万 | 24.6万股 | $200.0万 | 24.6万股 | 00.00% | 持仓不变 |
| HHERTZ GLOBAL HLDGS INC NHTZWW |
| 0.05% | 0.19% | $206.3万 | 91.1万股 | $645.4万 | 140.0万股 | -48.9万股-34.93% | 减仓 |
| FFLEXFLEX |
| 0.04% | — | $160.6万 | 9,910股 | $0 | 0股 | +9,910股 | 新买入 |
 ZoomZM |
| 0.04% | 0.01% | $146.7万 | 1.7万股 | $48.2万 | 6,000股 | +1.1万股+183.33% | 加仓 |
 Citizens金融CFG |
| 0.03% | 0.03% | $140.1万 | 2.0万股 | $96.0万 | 1.6万股 | +4,000股+25.00% | 加仓 |
 MAPLEBEAR COMCART |
| 0.02% | 0.02% | $96.3万 | 2.0万股 | $76.2万 | 2.0万股 | 00.00% | 持仓不变 |
| EEBAY COMEBAY |
| 0.02% | — | $89.4万 | 8,000股 | $0 | 0股 | +8,000股 | 新买入 |
 TRIP COMTCOM |
| 0.01% | 0.02% | $53.9万 | 1.4万股 | $67.3万 | 1.4万股 | 00.00% | 持仓不变 |
 Truist金融TFC |
| 0.01% | 0.02% | $49.8万 | 1.0万股 | $69.0万 | 1.5万股 | -5,000股-33.33% | 减仓 |
 CARGURUSCARG |
| 0.01% | 0.01% | $35.4万 | 1.0万股 | $35.3万 | 1.0万股 | 00.00% | 持仓不变 |
 AFFIRM COM CL AAFRM |
| 0.01% | — | $32.6万 | 4,000股 | $0 | 0股 | +4,000股 | 新买入 |
| PPNC FINL SVCS COMVXF |
| 0.01% | — | $24.6万 | 1,000股 | $0 | 0股 | +1,000股 | 新买入 |
| NNextPowerNXT |
| 0.01% | 0.01% | $20.6万 | 1,726股 | $20.8万 | 1,726股 | 00.00% | 持仓不变 |
