CIK: 0001636974
申报总市值
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| # | 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 | FMC | Fmc CORP | 股票-原材料 | 25.71% | — | — | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 19.57% | — | +33.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 16.43% | — | +12.49% | |
| 4 | BKNG | Booking Holdings INC | 股票-周期性消费 | 16.21% | — | +234.78% | |
| 5 | TIFEUR | Tiffany & Co | 股票-其他 | 10.87% | — | +60.94% | |
| 6 | CF | Cf Industries Holdings INC | 股票-原材料 | 5.47% | — | +28.63% | |
| 7 | NOW | Servicenow INC | 股票-科技 | 2.91% | — | — | |
| 8 | OSVEUR | Vaneck Vectors Oil Services | ETF-其他 | 2.46% | — | — | |
| 9 | ✓ | Intelsat | 股票-其他 | 0.37% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BKNG | Booking Holdings INC | +11.5% | +234.78% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +4.1% | +33.99% | 加仓 |
| 3 | GOOGL | Alphabet Inc-cl A | +2.2% | +12.49% | 加仓 |
| 4 | TIFEUR | Tiffany & Co | +1.8% | +60.94% | 加仓 |
| 5 | CF | Cf Industries Holdings INC | +1% | +28.63% | 加仓 |
| 6 | FMC | Fmc CORP | +0.2% | — | 不变 |
| 7 | ✓ | Intelsat | -0.1% | — | 不变 |
| 8 | OSVEUR | Vaneck Vectors Oil Services | -1.3% | — | 不变 |
| 9 | CMCSA | Comcast Corp-class A | — | EXIT | 清仓 |
| 10 | FWONKUSD | Liberty Media Corp-liberty-c | — | EXIT | 清仓 |
| 11 | NOW | Servicenow INC | — | NEW | 新建仓 |