CIK: 0001665925
申报总市值
US$1.5亿
| # | 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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 28.51% | — | — | |
| 2 | YUMC | Yum China Holdings INC | 股票-周期性消费 | 24.79% | — | -37.59% | |
| 3 | WB | Weibo Corp-spon Adr | 股票-其他 | 20.90% | — | — | |
| 4 | ✓ | 股票-其他 | 17.19% | — | — | ||
| 5 | SOHU | Sohu.com Ltd-adr | 股票-其他 | 5.04% | — | — | |
| 6 | ✓ | Mylan N V | 股票-其他 | 3.56% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | YUMC | Yum China Holdings INC | -1.4% | -37.59% | 减仓 |
| 2 | TAL | Tal Education Group- Adr | — | EXIT | 清仓 |
| 3 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清仓 |
| 4 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 5 | WB | Weibo Corp-spon Adr | — | NEW | 新建仓 |
| 6 | ✓ | — | NEW | 新建仓 | |
| 7 | IQ | Iqiyi Inc-adr | — | EXIT | 清仓 |
| 8 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清仓 |
| 9 | NVDA | Nvidia CORP | — | EXIT | 清仓 |
| 10 | SOHU | Sohu.com Ltd-adr | — | NEW | 新建仓 |
| 11 | ✓ | Mylan N V | — | NEW | 新建仓 |