7月10日，周三。港股塘水滾塘魚，美股升勢停不了，聯儲局主席鮑威爾首天國會聽證口風偏鴿，惟內容欠缺新意，市場對9月減息押注變化不大，即機率超過七成，年底前合共減息兩次。美股隔晚悶局一場，道指微跌，標指、納指靠穩，饒是如此，標普500指數過去10個交易日有9天上揚，周二收報5576點，今年第36度創新
…

（節錄）

SPDR 非必需消費類股ETF
XLY

https://www.moneydj.com/ETF/X/Basic/Basic0007B.xdjhtm?etfid=XLY 

個股名稱投資比例(%)持有股數

AMAZON.COM INC23.6123,670,198

TESLA INC15.0014,684,417

HOME DEPOT INC9.325,245,017

MCDONALD S CORP4.413,354,149

BOOKING HOLDINGS INC3.72181,851

LOWE S COS INC3.493,066,875

TJX COMPANIES INC3.456,070,060

NIKE INC CL B2.536,493,244

STARBUCKS CORP2.446,071,137

CHIPOTLE MEXICAN GRILL INC2.387,361,608

AIRBNB INC CLASS A1.852,366,396

O REILLY AUTOMOTIVE INC1.72315,697

MARRIOTT INTERNATIONAL CL A1.601,285,950

HILTON WORLDWIDE HOLDINGS IN1.511,340,169

GENERAL MOTORS CO1.476,115,434

AUTOZONE INC1.4292,781

FORD MOTOR CO1.3621,018,709

ROSS STORES INC1.351,797,188

DR HORTON INC1.161,588,571

ROYAL CARIBBEAN CRUISES LTD1.041,269,017個股名稱投資比例(%)持有股數

YUM BRANDS INC1.031,509,495

LENNAR CORP A1.021,312,463

LULULEMON ATHLETICA INC0.95614,149

TRACTOR SUPPLY COMPANY0.81577,827

EBAY INC0.752,712,089

GARMIN LTD0.69823,567

DECKERS OUTDOOR CORP0.69137,555

NVR INC0.6616,791

PULTEGROUP INC0.641,127,448

GENUINE PARTS CO0.53746,675

APTIV PLC0.531,458,275

CARNIVAL CORP0.525,413,946

ULTA BEAUTY INC0.51256,922

DARDEN RESTAURANTS INC0.50639,694

DOMINO S PIZZA INC0.50186,939

BEST BUY CO INC0.451,032,089

LAS VEGAS SANDS CORP0.451,956,694

EXPEDIA GROUP INC0.44680,361

POOL CORP0.33205,401

CARMAX INC0.32843,596 

 MGM RESORTS INTERNATIONAL0.311,345,046

LKQ CORP0.311,429,898

TAPESTRY INC0.271,231,516

BATH + BODY WORKS INC0.241,198,825

CAESARS ENTERTAINMENT INC0.241,159,956

WYNN RESORTS LTD0.23506,081

NORWEGIAN CRUISE LINE HOLDIN0.222,299,646

HASBRO INC0.21701,435

BORGWARNER INC0.201,221,214

ETSY INC0.19626,705

RALPH LAUREN CORP0.19209,258

MOHAWK INDUSTRIES INC0.17284,136

STATE STREET INSTITUTIONAL LIQ0.0611,242,652

US DOLLAR0.023,024,032

 

 

 

 Read More