CIK: 0001636974
申报总市值
—
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | 股票-科技 | 16.54% | — | +4.67% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 16.27% | — | +0.12% | |
| 3 | FMC | Fmc CORP | 股票-原材料 | 13.79% | — | +5.94% | |
| 4 | BAX | Baxter International INC | 股票-医疗保健 | 13.47% | — | — | |
| 5 | CABO | Cable One INC | 股票-通信服务 | 8.00% | — | +0.07% | |
| 6 | ✓ | 股票-其他 | 7.70% | — | — | ||
| 7 | PYPL | Paypal Holdings INC | 股票-金融 | 7.60% | — | — | |
| 8 | CDK | Cdk Global INC | 股票-其他 | 5.50% | — | — | |
| 9 | COTY | Coty Inc-cl A | 股票-其他 | 4.05% | — | +65.02% | |
| 10 | EQIX | Equinix INC | 股票-房地产 | 3.89% | — | — | |
| 11 | AMZN | Amazon.com INC | 股票-周期性消费 | 3.19% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | COTY | Coty Inc-cl A | +0.1% | +65.02% | 加仓 |
| 2 | CABO | Cable One INC | -6.4% | +0.07% | 加仓 |
| 3 | FMC | Fmc CORP | -9.1% | +5.94% | 加仓 |
| 4 | MSFT | Microsoft CORP | -12.2% | +4.67% | 加仓 |
| 5 | GOOGL | Alphabet Inc-cl A | -13.8% | +0.12% | 加仓 |
| 6 | BAX | Baxter International INC | — | NEW | 新建仓 |
| 7 | ✓ | — | NEW | 新建仓 | |
| 8 | PYPL | Paypal Holdings INC | — | NEW | 新建仓 |
| 9 | CDK | Cdk Global INC | — | NEW | 新建仓 |
| 10 | EQIX | Equinix INC | — | NEW | 新建仓 |
| 11 | AMZN | Amazon.com INC | — | NEW | 新建仓 |