Equal-weight US theme baskets measured against the S&P 500. Use them to see which themes are leading or fading.等权重美国主题篮子，对标标普 500。用于观察哪些主题在走强或走弱。
Rotation under way — favour the fresh leaders, not the old one.轮动进行中——关注新领涨主题，勿追旧龙头。
Shortlist by action: buy now, wait for a pullback, or reduce / avoid. Click a theme to see the stocks.按操作分类：立即买入、等待回调、减仓/回避。点击主题查看成分股。
Each theme gets a 0-100 score, a label, and an action read based on trend, breadth, impulse, macro and crowding.每个主题按趋势、广度、脉冲、宏观和拥挤度给出 0-100 分、标签和操作结论。
No single group dominates暂无单一板块主导
Sortable snapshot of every basket. Toggle between raw return, return versus S&P 500, and each basket's own z-score. Click a basket to see members.所有篮子的可排序快照。可切换原始回报、相对标普 500 回报和篮子自身 z 分数。点击篮子查看成分。
Lines are rebased to 0% at the start of the window. Toggle baskets from the legend; "All" covers the available cache history.曲线在窗口起点重设为 0%。可在图例中开关篮子；"全部"覆盖可用缓存历史。