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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 26.92% | — | +7.04% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 22.64% | — | +3.48% | |
| 3 | FMC | Fmc CORP | 股票-原材料 | 18.11% | — | -40.38% | |
| 4 | TIFEUR | Tiffany & Co | 股票-其他 | 17.45% | — | +15.95% | |
| 5 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 7.41% | — | -0.26% | |
| 6 | CF | Cf Industries Holdings INC | 股票-原材料 | 7.02% | — | -0.27% | |
| 7 | ✓ | Intelsat | 股票-其他 | 0.45% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +4.9% | +3.48% | 加仓 |
| 2 | TIFEUR | Tiffany & Co | +3.5% | +15.95% | 加仓 |
| 3 | META | Meta Platforms Inc-class A | +2% | +7.04% | 加仓 |
| 4 | TTWO | Take-two Interactive Softwre | +1.3% | -0.26% | 减仓 |
| 5 | CF | Cf Industries Holdings INC | +0.9% | -0.27% | 减仓 |
| 6 | ✓ | Intelsat | +0.1% | — | 不变 |
| 7 | FMC | Fmc CORP | -8.2% | -40.38% | 减仓 |
| 8 | BKNG | Booking Holdings INC | — | EXIT | 清仓 |