CIK: 0001665751
申报总市值
US$3.4亿
| # | 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 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 36.82% | +0.83% | NEW | |
| 2 | ON | On Semiconductor | 股票-科技 | 23.58% | — | — | |
| 3 | HTHT | H World Group Ltd-adr | 股票-其他 | 21.99% | — | — | |
| 4 | MAR | Marriott International -cl A | 股票-周期性消费 | 12.76% | — | +486.12% | |
| 5 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 4.77% | — | — | |
| 6 | BSTIN | Best INC - Adr | 股票-其他 | 0.08% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZTO | Zto Express Cayman Inc-adr | +35% | +2774.26% | 加仓 |
| 2 | MAR | Marriott International -cl A | +8.3% | +486.12% | 加仓 |
| 3 | IPGP | Ipg Photonics CORP | — | EXIT | 清仓 |
| 4 | ON | On Semiconductor | — | NEW | 新建仓 |
| 5 | HTHT | H World Group Ltd-adr | — | NEW | 新建仓 |
| 6 | HTHT | H World Group Limited | — | EXIT | 清仓 |
| 7 | TAL | Tal Education Group- Adr | — | NEW | 新建仓 |
| 8 | BSTIN | Best INC - Adr | — | NEW | 新建仓 |