CIK: 0001991518
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 | 15.95% | +16.87% | — | |
| 2 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 13.64% | +2.95% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 12.06% | -8.15% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.35% | +11.00% | — | |
| 5 | MNDY | monday.com Ltd. | 股票-科技 | 9.06% | — | — | |
| 6 | UBER | Uber Technologies INC | 股票-工业 | 8.47% | — | — | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 7.21% | -3.87% | EXIT | |
| 8 | AAPL | Apple INC | 股票-科技 | 7.14% | — | — | |
| 9 | ✓ | On Hldg AG | 股票-其他 | 4.83% | — | — | |
| 10 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 2.13% | — | — | |
| 11 | V | Visa Inc-class A Shares | 股票-金融 | 1.97% | -1.87% | EXIT | |
| 12 | AVGO | Broadcom INC | 股票-科技 | 1.96% | -8.18% | EXIT | |
| 13 | HUBS | Hubspot INC | 股票-科技 | 1.91% | — | — | |
| 14 | MELI | Mercadolibre INC | 股票-周期性消费 | 1.73% | -1.87% | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 1.38% | — | — | |
| 16 | CPNG | Coupang INC | 股票-周期性消费 | 0.21% | -0.21% | EXIT |