CIK: 0002062492
申报总市值
US$1.6亿
| # | 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 | NFLX | Netflix INC | 股票-通信服务 | 10.51% | -0.82% | -0.24% | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 7.29% | +1.15% | -2.34% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 7.11% | -0.42% | -0.18% | |
| 4 | MELI | Mercadolibre INC | 股票-周期性消费 | 6.30% | -1.47% | -2.47% | |
| 5 | CMG | Chipotle Mexican Grill INC | 股票-周期性消费 | 5.34% | -2.48% | -0.31% | |
| 6 | BKNG | Booking Holdings INC | 股票-周期性消费 | 4.79% | -2.35% | +0.66% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 4.49% | -0.34% | -1.38% | |
| 8 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 4.43% | -0.19% | +1.01% | |
| 9 | AXP | American Express Co | 股票-金融 | 4.26% | +0.02% | +1.02% | |
| 10 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.09% | +2.74% | -0.09% | |
| 11 | WSM | Williams-sonoma INC | 股票-周期性消费 | 4.09% | +0.12% | +1.21% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 3.94% | -0.84% | +0.96% | |
| 13 | META | Meta Platforms Inc-class A | 股票-通信服务 | 3.51% | -0.53% | +1.60% | |
| 14 | RACE | Ferrari N.V. | 股票-周期性消费 | 3.36% | -0.91% | +1.48% | |
| 15 | ADBE | Adobe INC | 股票-科技 | 2.94% | -1.45% | +1.76% | |
| 16 | DIS | Walt Disney Co/the | 股票-通信服务 | 2.72% | -0.03% | +6.58% | |
| 17 | MCD | Mcdonald's CORP | 股票-周期性消费 | 2.34% | -0.25% | -0.24% | |
| 18 | LULU | Lululemon Athletica INC | 股票-周期性消费 | 2.25% | -1.72% | -0.28% | |
| 19 | TTEK | Tetra Tech INC | 股票-工业 | 2.23% | +1.92% | +7.15% | |
| 20 | ECL | Ecolab INC | 股票-原材料 | 2.08% | +0.08% | +7.76% | |
| 21 | NYT | New York Times Co-a | 股票-通信服务 | 2.04% | +1.24% | +2.31% | |
| 22 | PYPL | Paypal Holdings INC | 股票-金融 | 1.78% | -1.85% | EXIT | |
| 23 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.44% | +0.22% | +0.72% | |
| 24 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 1.22% | +0.78% | — | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 1.20% | +0.03% | +11.90% | |
| 26 | IBM | Intl Business Machines CORP | 股票-科技 | 0.75% | +1.31% | NEW | |
| 27 | QLD | Proshares Ultra Qqq | ETF-其他 | 0.68% | +0.26% | +13.30% | |
| 28 | EMBJ | Embraer Sa-spon Adr | 股票-工业 | 0.67% | +0.98% | NEW | |
| 29 | UBER | Uber Technologies INC | 股票-工业 | 0.65% | +0.98% | NEW | |
| 30 | AAPL | Apple INC | 股票-科技 | 0.61% | +0.18% | +2.06% | |
| 31 | LVMUY | Lvmh Moet Hennessy-unsp Adr | 股票-其他 | 0.57% | +0.61% | NEW | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 0.33% | — | +0.30% |