CIK: 0001660531
申报总市值
US$7.2亿
| # | 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 | WDC | Western Digital CORP | 股票-科技 | 12.56% | — | -10.71% | |
| 2 | CDNS | Cadence Design Sys INC | 股票-科技 | 11.22% | — | -4.93% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 10.57% | +0.47% | +1339.91% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 10.31% | -0.21% | +302.46% | |
| 5 | SNPS | Synopsys INC | 股票-科技 | 8.15% | — | -32.22% | |
| 6 | LITE | Lumentum Holdings INC | 股票-科技 | 7.21% | +1.14% | -31.06% | |
| 7 | MRVL | Marvell Technology INC | 股票-科技 | 4.98% | -0.19% | EXIT | |
| 8 | AAPL | Apple INC | 股票-科技 | 4.60% | — | — | |
| 9 | PDD | Pdd Holdings INC | 股票-周期性消费 | 3.90% | — | +465.71% | |
| 10 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 3.66% | — | -57.12% | |
| 11 | ARM | Arm Holdings Plc-adr | 股票-科技 | 3.54% | — | -11.95% | |
| 12 | ASML | ASML Holding N.V. | 股票-科技 | 3.05% | +3.87% | +16.94% | |
| 13 | DELL | Dell Technologies -c | 股票-科技 | 2.81% | — | +8.23% | |
| 14 | AVGO | Broadcom INC | 股票-科技 | 2.27% | -3.09% | -35.00% | |
| 15 | NTES | Netease Inc-adr | 股票-通信服务 | 2.14% | +0.09% | — | |
| 16 | MU | Micron Technology INC | 股票-科技 | 1.68% | — | — | |
| 17 | OLED | Universal Display CORP | 股票-科技 | 1.51% | — | -66.16% | |
| 18 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.40% | -0.34% | EXIT | |
| 19 | WOLF* | Wolfspeed INC | 股票-其他 | 1.28% | — | -56.08% | |
| 20 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 1.25% | — | — | |
| 21 | KB | Kb Financial Group Inc-adr | 股票-金融 | 0.97% | — | — | |
| 22 | SHG | Shinhan Financial Group-adr | 股票-其他 | 0.90% | — | — |