CIK: 0001484165
申报总市值
US$2227.5万
| # | 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 | META | Meta Platforms Inc-class A | 股票-通信服务 | 11.58% | +0.92% | +37.09% | |
| 2 | MU | Micron Technology INC | 股票-科技 | 11.40% | -0.71% | EXIT | |
| 3 | WDC | Western Digital CORP | 股票-科技 | 8.10% | -4.63% | — | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 6.57% | — | +71.82% | |
| 5 | TMUS | T-mobile US INC | 股票-通信服务 | 6.11% | — | +10.47% | |
| 6 | AVGO | Broadcom Inc. | 股票-科技 | 5.95% | — | -54.77% | |
| 7 | ✓ | 股票-其他 | 5.62% | — | — | ||
| 8 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 5.56% | — | — | |
| 9 | YYEUR | Yy Inc-adr | 股票-其他 | 5.07% | — | — | |
| 10 | CRUS | Cirrus Logic INC | 股票-科技 | 4.40% | — | +9.30% | |
| 11 | OLED | Universal Display CORP | 股票-科技 | 4.11% | — | — | |
| 12 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 3.87% | — | +10.37% | |
| 13 | MPWR | Monolithic Power Systems INC | 股票-科技 | 3.72% | — | -35.90% | |
| 14 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.65% | — | — | |
| 15 | ✓ | Linkedin CORP | 股票-其他 | 3.07% | — | -44.78% | |
| 16 | GME | Gamestop Corp-class A | 股票-周期性消费 | 3.03% | — | — | |
| 17 | ✓ | Oclaro INC | 股票-其他 | 2.31% | — | — | |
| 18 | AAPL | Apple INC | 股票-科技 | 2.30% | — | — | |
| 19 | AMAT | Applied Materials, Inc. | 股票-科技 | 2.03% | — | -37.43% | |
| 20 | IPHI | Inphi CORP | 股票-其他 | 1.12% | — | — | |
| 21 | NRG | NRG Energy, Inc. | 股票-公用事业 | 0.34% | — | -8.55% | |
| 22 | RUN | Sunrun INC | 股票-科技 | 0.06% | — | — | |
| 23 | ENPH | Enphase Energy INC | 股票-科技 | 0.03% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMD | Advanced Micro Devices | +2.9% | +71.82% | 加仓 |
| 2 | META | Meta Platforms Inc-class A | +1.8% | +37.09% | 加仓 |
| 3 | MU | Micron Technology INC | +0.7% | +7.43% | 加仓 |
| 4 | CRUS | Cirrus Logic INC | +0.6% | +9.30% | 加仓 |
| 5 | NRG | NRG Energy, Inc. | -0.1% | -8.55% | 减仓 |
| 6 | CHLUSD | China Mobile Ltd-spon Adr | -0.4% | +10.37% | 加仓 |
| 7 | TMUS | T-mobile US INC | -0.5% | +10.47% | 加仓 |
| 8 | AMAT | Applied Materials, Inc. | -1.9% | -37.43% | 减仓 |
| 9 | MPWR | Monolithic Power Systems INC | -2.7% | -35.90% | 减仓 |
| 10 | ✓ | Linkedin CORP | -4.1% | -44.78% | 减仓 |
| 11 | AVGO | Broadcom Inc. | -9.4% | -54.77% | 减仓 |
| 12 | WDC | Western Digital CORP | — | NEW | 新建仓 |
| 13 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清仓 |
| 14 | ✓ | — | NEW | 新建仓 | |
| 15 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 16 | YYEUR | Yy Inc-adr | — | NEW | 新建仓 |
| 17 | OLED | Universal Display CORP | — | NEW | 新建仓 |
| 18 | ATVIEUR | Activision Blizzard INC | — | EXIT | 清仓 |
| 19 | STX | Seagate Technology Holdings plc | — | NEW | 新建仓 |
| 20 | SIMO | Silicon Motion Technol-adr | — | EXIT | 清仓 |
| 21 | GME | Gamestop Corp-class A | — | NEW | 新建仓 |
| 22 | KLIC | Kulicke & Soffa Industries | — | EXIT | 清仓 |
| 23 | ✓ | Oclaro INC | — | NEW | 新建仓 |
| 24 | AAPL | Apple INC | — | NEW | 新建仓 |
| 25 | EA | Electronic Arts INC | — | EXIT | 清仓 |
| 26 | HIMX | Himax Technologies Inc-adr | — | EXIT | 清仓 |
| 27 | IPHI | Inphi CORP | — | NEW | 新建仓 |
| 28 | PEGIEUR | Pattern Energy Group INC -a | — | EXIT | 清仓 |
| 29 | RUN | Sunrun INC | — | NEW | 新建仓 |
| 30 | SLTDEUR | Sunworks INC | — | EXIT | 清仓 |
| 31 | ENPH | Enphase Energy INC | — | NEW | 新建仓 |
| 32 | ✓ | Renesola LTD | — | EXIT | 清仓 |