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 | XIFR | Xplr Infrastructure LP | 股票-公用事业 | 50.66% | — | +40.37% | |
| 2 | NEE | Nextera Energy INC | 股票-公用事业 | 49.34% | — | +44.09% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | XIFR | Xplr Infrastructure LP | +50.4% | +40.37% | 加仓 |
| 2 | NEE | Nextera Energy INC | +49.2% | +44.09% | 加仓 |
| 3 | MU | Micron Technology INC | -2.4% | EXIT | 清仓 |
| 4 | SNOW | Snowflake INC | -2.9% | EXIT | 清仓 |
| 5 | BRZE | Braze Inc-a | -3.8% | EXIT | 清仓 |
| 6 | EQIX | Equinix INC | -4.1% | EXIT | 清仓 |
| 7 | RBLX | Roblox CORP -class A | -4.2% | EXIT | 清仓 |
| 8 | CIEN | Ciena CORP | -5.1% | EXIT | 清仓 |
| 9 | ANETEUR | Arista Networks INC | -5.4% | EXIT | 清仓 |
| 10 | MRVL | Marvell Technology INC | -5.6% | EXIT | 清仓 |
| 11 | AMD | Advanced Micro Devices | -5.7% | EXIT | 清仓 |
| 12 | DDOG | Datadog INC - Class A | -8.1% | EXIT | 清仓 |
| 13 | NVDA | Nvidia CORP | -8.2% | EXIT | 清仓 |
| 14 | META | Meta Platforms Inc-class A | -8.3% | EXIT | 清仓 |
| 15 | UBER | Uber Technologies INC | -10% | EXIT | 清仓 |
| 16 | NFLX | Netflix INC | -12.2% | EXIT | 清仓 |
| 17 | MSFT | Microsoft CORP | -13.6% | EXIT | 清仓 |