Every US sector & theme fused into one conviction read: where we are (cycle state) LEADS; the macro regime and the validated absolute-trend drawdown gate GATE it; momentum, heat & crowding CONFIRM and size — never override. Each card shows its reasoning trace; every dated call is logged and graded. Baskets, rotation, cycles & the heatmap all live here.将每个美股行业与主题融合为一个信念研判：当前位置（周期状态）主导； 宏观体制与经验证的绝对趋势回撤门控进行门控；动量、热度与拥挤度仅作确认与定仓，绝不反转。每张卡片展示其推理链；每个带日期的判断都会被记录并评分。
New here? This page maps where each US sector & theme sits in its cycle on a 0–100 clock. Low = beaten-down / washed-out, high = stretched / late. Tap any line or card to read one sector’s story.第一次来？本页用 0–100 时钟展示每个美股行业与主题在其周期中的位置。低=超跌／超卖，高=拉伸／晚期。点按任意曲线或卡片即可查看某行业的走势故事。
| sector板块 | 1D | 3D | 1W | 2W | 1M |
|---|---|---|---|---|---|
| XLI IndustrialsIndustrials | +$81M | +$91M | +$595M | +$1.1B | +$1.9B |
| XLF FinancialsFinancials | −$195M | −$217M | +$155M | +$1.6B | +$718M |
| XLB MaterialsMaterials | −$67M | +$54M | +$418M | +$267M | +$584M |
| XLU UtilitiesUtilities | −$107M | −$151M | +$280M | +$435M | +$542M |
| XLRE Real EstateReal Estate | −$0M | +$53M | +$158M | +$353M | +$503M |
| XLV Health CareHealth Care | −$126M | +$43M | +$130M | +$783M | +$461M |
| XLY Consumer DiscretionaryConsumer Discretionary | +$105M | +$46M | +$247M | +$603M | +$227M |
| XLP Consumer StaplesConsumer Staples | −$120M | −$193M | −$153M | +$242M | −$63M |
| XLK TechnologyTechnology | +$78M | +$321M | +$506M | +$136M | −$729M |
| XLE EnergyEnergy | −$24M | −$66M | −$136M | −$633M | −$782M |
| XLC CommunicationsCommunications | −$58M | −$334M | −$649M | −$294M | −$805M |
| Net · 11 sector ETFs净额 · 11 个板块 ETF | −$432M | −$352M | +$1.6B | +$4.5B | +$2.5B |
As of 2026-07-14 · net creation/redemption flow (ΔShares × NAV) summed over each window · positive = money in. Windows cap at the 20 trading days collected so far (history builds from June 2026), so the wider windows can coincide until more accrues. Display-only.截至 2026-07-14 · 各时间窗内份额申购／赎回净额（份额变动 × 资产净值）求和 · 正值 = 资金流入。各窗口取目前已采集的 20 个交易日（历史自 2026 年 6 月起累积），故在数据充足前较宽的窗口可能重合。仅作展示。