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 | 12.61% | +2.95% | — | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 11.40% | -8.15% | EXIT | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 10.71% | +11.00% | — | |
| 5 | MNDY | monday.com Ltd. | 股票-科技 | 10.26% | — | — | |
| 6 | UBER | Uber Technologies INC | 股票-工业 | 9.66% | — | +12.34% | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 8.06% | -3.87% | EXIT | |
| 8 | AAPL | Apple INC | 股票-科技 | 7.75% | — | — | |
| 9 | ✓ | On Hldg AG | 股票-其他 | 6.13% | — | — | |
| 10 | MELI | Mercadolibre INC | 股票-周期性消费 | 3.14% | -1.87% | +48.05% | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 2.07% | -8.18% | EXIT | |
| 12 | V | Visa Inc-class A Shares | 股票-金融 | 2.02% | -1.87% | EXIT | |
| 13 | CPNG | Coupang INC | 股票-周期性消费 | 0.24% | -0.21% | EXIT |