CIK: 0001753384
申报总市值
US$20.9亿
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 7.00% | -0.48% | +869.71% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 6.80% | -1.00% | +27.51% | |
| 3 | MPWR | Monolithic Power Systems INC | 股票-科技 | 6.59% | -3.15% | EXIT | |
| 4 | AMAT | Applied Materials INC | 股票-科技 | 5.83% | -0.56% | +25.88% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 5.81% | +0.79% | +28.55% | |
| 6 | MRVL | Marvell Technology INC | 股票-科技 | 5.65% | +1.80% | NEW | |
| 7 | SNPS | Synopsys INC | 股票-科技 | 5.49% | — | +35.07% | |
| 8 | AMD | Advanced Micro Devices | 股票-科技 | 5.47% | — | +71.80% | |
| 9 | KLAC | Kla CORP | 股票-科技 | 5.02% | -4.28% | EXIT | |
| 10 | ON | On Semiconductor | 股票-科技 | 4.88% | -2.89% | EXIT | |
| 11 | MTSI | Macom Technology Solutions H | 股票-科技 | 4.78% | -0.48% | +22.28% | |
| 12 | CLS | Celestica INC | 股票-科技 | 4.68% | — | — | |
| 13 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 4.63% | +3.85% | NEW | |
| 14 | FN | Fabrinet | 股票-科技 | 3.92% | +0.39% | +2.48% | |
| 15 | P | Everpure Inc-a | 股票-科技 | 3.31% | — | +16.60% | |
| 16 | ANETEUR | Arista Networks INC | 股票-其他 | 3.11% | — | +13.14% | |
| 17 | ST | Sensata Technologies Holding plc | 股票-科技 | 2.95% | +0.37% | +65.41% | |
| 18 | ARW | Arrow Electronics INC | 股票-科技 | 2.73% | — | +159.85% | |
| 19 | ALGM | Allegro Microsystems INC | 股票-其他 | 2.65% | -2.45% | EXIT | |
| 20 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 2.64% | — | +18.08% | |
| 21 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 2.40% | -0.81% | -6.20% | |
| 22 | MBLY | Mobileye Global Inc-a | 股票-其他 | 2.07% | — | +9.04% | |
| 23 | CALX | Calix INC | 股票-科技 | 1.58% | — | -11.15% |