CIK: 0001666551
申报总市值
US$7000.0
| # | 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 | ADSK | Autodesk INC | 股票-科技 | 5.12% | — | — | |
| 2 | AMAT | Applied Materials INC | 股票-科技 | 4.95% | — | — | |
| 3 | APH | Amphenol Corp-cl A | 股票-科技 | 3.96% | — | — | |
| 4 | DOCU | Docusign INC | 股票-科技 | 3.77% | — | — | |
| 5 | LITE | Lumentum Holdings INC | 股票-科技 | 3.71% | — | — | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 3.57% | — | — | |
| 7 | MXIM | Maxim Integrated Products | 股票-其他 | 3.42% | — | — | |
| 8 | SHOP | Shopify INC - Class A | 股票-科技 | 3.33% | — | — | |
| 9 | CRM | Salesforce INC | 股票-科技 | 3.31% | — | — | |
| 10 | PLANUSD | Anaplan INC | 股票-其他 | 3.30% | — | — | |
| 11 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 3.27% | — | — | |
| 12 | OKTA | Okta INC | 股票-科技 | 3.11% | — | — | |
| 13 | AVGO | Broadcom INC | 股票-科技 | 3.06% | — | — | |
| 14 | ZS | Zscaler INC | 股票-科技 | 2.98% | — | — | |
| 15 | ZM | Zoom Communications INC | 股票-科技 | 2.97% | — | — | |
| 16 | PAYC | Paycom Software INC | 股票-科技 | 2.95% | — | — | |
| 17 | TWLO | Twilio INC - A | 股票-科技 | 2.90% | — | — | |
| 18 | PYPL | Paypal Holdings INC | 股票-金融 | 2.60% | — | — | |
| 19 | ARW | Arrow Electronics INC | 股票-科技 | 2.51% | — | — | |
| 20 | PFPT | Proofpoint INC | 股票-其他 | 2.45% | — | — | |
| 21 | VISN | Vistance Networks INC | 股票-科技 | 2.42% | — | — | |
| 22 | AMZN | Amazon.com INC | 股票-周期性消费 | 2.18% | — | — | |
| 23 | MCHP | Microchip Technology INC | 股票-科技 | 2.09% | — | — | |
| 24 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 2.08% | — | — | |
| 25 | VIAV | Viavi Solutions INC | 股票-科技 | 1.98% | — | — | |
| 26 | P | Everpure Inc-a | 股票-科技 | 1.93% | — | — | |
| 27 | V | Visa Inc-class A Shares | 股票-金融 | 1.84% | — | — | |
| 28 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.73% | — | — | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 1.68% | — | — | |
| 30 | INTC | Intel CORP | 股票-科技 | 1.50% | — | — | |
| 31 | AAPL | Apple INC | 股票-科技 | 1.43% | — | — | |
| 32 | KEYS | Keysight Technologies In | 股票-科技 | 1.32% | — | — | |
| 33 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.15% | — | — | |
| 34 | TER | Teradyne INC | 股票-科技 | 1.15% | — | — | |
| 35 | QRVO | Qorvo INC | 股票-科技 | 1.14% | — | — | |
| 36 | FLEX | Flex Ltd. | 股票-科技 | 1.14% | — | — | |
| 37 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 0.92% | — | — | |
| 38 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 0.87% | — | — | |
| 39 | CEPU | Central Puerto-sponsored Adr | 股票-其他 | 0.85% | — | +25.94% | |
| 40 | CDW | Cdw Corp/de | 股票-科技 | 0.80% | — | — | |
| 41 | ST | Sensata Technologies Holding plc | 股票-科技 | 0.71% | — | — | |
| 42 | AVT | Avnet INC | 股票-科技 | 0.65% | — | — | |
| 43 | WDC | Western Digital CORP | 股票-科技 | 0.62% | — | — | |
| 44 | ✓ | Atlantica Yield PLC | 股票-其他 | 0.59% | — | +127.05% |