CIK: 0001835549
申报总市值
US$8858.8万
| # | 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 | RSG | Republic Services INC | 股票-工业 | 12.17% | — | — | |
| 2 | AMAT | Applied Materials INC | 股票-科技 | 11.74% | — | — | |
| 3 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 11.55% | — | — | |
| 4 | XOM | Exxon Mobil CORP | 股票-能源 | 8.30% | — | — | |
| 5 | WM | Waste Management INC | 股票-工业 | 6.27% | — | — | |
| 6 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 6.07% | — | — | |
| 7 | DXCM | Dexcom INC | 股票-医疗保健 | 5.60% | — | — | |
| 8 | WSC | Willscot Holdings CORP | 股票-工业 | 5.54% | — | — | |
| 9 | TEL | TE Connectivity plc | 股票-科技 | 5.54% | — | — | |
| 10 | DE | Deere & Co | 股票-工业 | 4.92% | — | — | |
| 11 | CP | Canadian Pacific Kansas City | 股票-工业 | 4.68% | — | — | |
| 12 | GM | General Motors Co | 股票-周期性消费 | 4.52% | — | — | |
| 13 | LTHM1EUR | Livent CORP | 股票-其他 | 4.26% | — | — | |
| 14 | MU | Micron Technology INC | 股票-科技 | 4.07% | — | — | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 2.40% | — | — | |
| 16 | OXY | Occidental Petroleum CORP | 股票-能源 | 2.37% | — | — |