CIK: 0001651473
申报总市值
US$4.2亿
| # | 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.35% | — | — | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.40% | — | — | |
| 3 | NSC | Norfolk Southern CORP | 股票-工业 | 5.22% | — | — | |
| 4 | DE | Deere & Co | 股票-工业 | 4.90% | -2.38% | EXIT | |
| 5 | DIS | Walt Disney Co/the | 股票-通信服务 | 4.55% | — | -40.00% | |
| 6 | AAPL | Apple INC | 股票-科技 | 3.91% | +7.54% | — | |
| 7 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 3.64% | +2.37% | NEW | |
| 8 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 3.44% | — | -23.08% | |
| 9 | ZNGAEUR | Zynga INC - Cl A | 股票-其他 | 3.38% | — | +33.33% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 3.16% | — | — | |
| 11 | FIS | Fidelity National Info Serv | 股票-科技 | 3.09% | — | +21.21% | |
| 12 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 3.08% | — | — | |
| 13 | NVDA | Nvidia CORP | 股票-科技 | 3.04% | +1.29% | +20.00% | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.84% | -2.40% | EXIT | |
| 15 | UPS | United Parcel Service-cl B | 股票-工业 | 2.79% | +1.20% | — | |
| 16 | GPN | Global Payments INC | 股票-工业 | 2.77% | — | — | |
| 17 | RACE | Ferrari N.V. | 股票-周期性消费 | 2.69% | — | -25.00% | |
| 18 | PPG | Ppg Industries INC | 股票-原材料 | 2.41% | — | — | |
| 19 | TWTRUSD | Twitter INC | 股票-其他 | 2.40% | — | — | |
| 20 | NFLX | Netflix INC | 股票-通信服务 | 2.33% | +1.14% | — | |
| 21 | JNP | Juniper Networks INC | 股票-其他 | 2.16% | — | — | |
| 22 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 2.02% | — | +3.85% | |
| 23 | SNAP | Snap INC - A | 股票-通信服务 | 1.84% | — | -60.00% | |
| 24 | AMD | Advanced Micro Devices | 股票-科技 | 1.69% | +1.95% | NEW | |
| 25 | MSFT | Microsoft CORP | 股票-科技 | 1.62% | -4.01% | — | |
| 26 | TXN | Texas Instruments INC | 股票-科技 | 1.50% | — | — | |
| 27 | INTC | Intel CORP | 股票-科技 | 1.50% | +1.28% | — | |
| 28 | HAS | Hasbro INC | 股票-周期性消费 | 1.38% | — | -66.83% | |
| 29 | SPLKCHF | Splunk INC | 股票-其他 | 1.37% | — | -33.33% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 1.33% | — | -25.00% | |
| 31 | MU | Micron Technology INC | 股票-科技 | 1.25% | +2.02% | NEW | |
| 32 | NOW | Servicenow INC | 股票-科技 | 1.18% | -0.60% | +60.00% | |
| 33 | EA | Electronic Arts INC | 股票-通信服务 | 1.14% | — | -60.00% | |
| 34 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.06% | — | -33.33% | |
| 35 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 0.67% | — | -53.85% | |
| 36 | DELL | Dell Technologies -c | 股票-科技 | 0.60% | — | — | |
| 37 | FISV | Fiserv INC | 股票-其他 | 0.60% | — | — | |
| 38 | ROKU | Roku INC | 股票-通信服务 | 0.59% | — | -66.67% | |
| 39 | MCHP | Microchip Technology INC | 股票-科技 | 0.54% | +1.55% | NEW | |
| 40 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.37% | — | -50.00% | |
| 41 | HUYA | Huya Inc-adr | 股票-其他 | 0.21% | — | -69.41% |