CIK: 0001933952
申报总市值
US$1.4亿
| # | 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 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 28.77% | — | — | |
| 2 | MU | Micron Technology INC | 股票-科技 | 12.67% | +7.33% | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 8.96% | -7.13% | +145.37% | |
| 4 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 8.56% | — | +11.90% | |
| 5 | JOYY | Joyy Inc-adr | 股票-其他 | 7.35% | — | -24.19% | |
| 6 | WDC | Western Digital CORP | 股票-科技 | 6.24% | — | — | |
| 7 | ATAT | Atour Lifestyle Holdings-adr | 股票-其他 | 5.23% | +1.38% | -47.14% | |
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 4.48% | +0.52% | NEW | |
| 9 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 3.98% | -0.72% | -52.40% | |
| 10 | ORCL | Oracle CORP | 股票-科技 | 3.51% | — | — | |
| 11 | TQQQ | ProShares UltraPro QQQ | ETF-其他 | 3.10% | — | — | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 2.95% | -2.08% | -37.04% | |
| 13 | MNSO | Miniso Group Holding Ltd-adr | 股票-其他 | 1.79% | — | +63.39% | |
| 14 | LITE | Lumentum Holdings INC | 股票-科技 | 1.46% | +18.58% | NEW | |
| 15 | BZ | Kanzhun LTD - Adr | 股票-其他 | 0.50% | — | — | |
| 16 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.46% | -1.79% | EXIT |