CIK: 0000820289
申报总市值
US$5990.9万
| # | 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 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.03% | — | +9.93% | |
| 2 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 3.92% | — | -26.56% | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 3.84% | — | +44.58% | |
| 4 | AAPL | Apple INC | 股票-科技 | 3.27% | — | -4.00% | |
| 5 | DLTR | Dollar Tree INC | 股票-非周期性消费 | 2.97% | — | — | |
| 6 | EA | Electronic Arts INC | 股票-通信服务 | 2.28% | — | -26.90% | |
| 7 | ADBE | Adobe INC | 股票-科技 | 2.25% | — | -6.73% | |
| 8 | SVMKUSD | Svmk INC | 股票-其他 | 2.07% | — | -10.79% | |
| 9 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 1.96% | — | -33.35% | |
| 10 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.95% | — | — | |
| 11 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 1.95% | — | — | |
| 12 | CRM | Salesforce INC | 股票-科技 | 1.90% | — | — | |
| 13 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 1.80% | — | +6.03% | |
| 14 | MA | Mastercard INC - A | 股票-金融 | 1.75% | — | +21.68% | |
| 15 | NFLX | Netflix INC | 股票-通信服务 | 1.75% | — | -30.88% | |
| 16 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.64% | — | -7.97% | |
| 17 | FISV | Fiserv INC | 股票-其他 | 1.63% | — | -8.26% | |
| 18 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 1.62% | — | — | |
| 19 | POOL | Pool CORP | 股票-工业 | 1.62% | — | — | |
| 20 | BKNG | Booking Holdings INC | 股票-周期性消费 | 1.61% | — | — | |
| 21 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.58% | — | — | |
| 22 | AMD | Advanced Micro Devices | 股票-科技 | 1.57% | — | -12.04% | |
| 23 | ZS | Zscaler INC | 股票-科技 | 1.56% | — | — | |
| 24 | GNRC | Generac Holdings INC | 股票-工业 | 1.54% | — | — | |
| 25 | ZTS | Zoetis INC | 股票-医疗保健 | 1.49% | — | -8.39% | |
| 26 | GPN | Global Payments INC | 股票-工业 | 1.45% | — | -52.17% | |
| 27 | EXK | Exact Sciences CORP | 股票-原材料 | 1.44% | — | -36.60% | |
| 28 | TWTRUSD | Twitter INC | 股票-其他 | 1.41% | — | -8.40% | |
| 29 | DG | Dollar General CORP | 股票-非周期性消费 | 1.39% | — | — | |
| 30 | WORK | Slack Technologies Inc- Cl A | 股票-其他 | 1.36% | — | — | |
| 31 | ENPH | Enphase Energy INC | 股票-科技 | 1.35% | — | +122.63% | |
| 32 | LHX | L3harris Technologies INC | 股票-工业 | 1.34% | — | +0.93% | |
| 33 | UBER | Uber Technologies INC | 股票-工业 | 1.33% | — | — | |
| 34 | SUI | Sun Communities INC | 股票-房地产 | 1.33% | — | — | |
| 35 | FAF | First American Financial | 股票-金融 | 1.32% | — | — | |
| 36 | CME | Cme Group INC | 股票-金融 | 1.29% | — | — | |
| 37 | UFPI | Ufp Industries INC | 股票-原材料 | 1.26% | — | — | |
| 38 | PZZA | Papa John's Intl INC | 股票-其他 | 1.26% | — | -40.09% | |
| 39 | YETI | Yeti Holdings INC | 股票-周期性消费 | 1.23% | — | — | |
| 40 | LITE | Lumentum Holdings INC | 股票-科技 | 1.21% | — | -29.81% | |
| 41 | ACAD | Acadia Pharmaceuticals INC | 股票-医疗保健 | 1.21% | — | +53.57% | |
| 42 | KN | Knowles CORP | 股票-其他 | 1.19% | — | — | |
| 43 | CHGG | Chegg INC | 股票-非周期性消费 | 1.17% | — | — | |
| 44 | ALGT | Allegiant Travel Co | 股票-其他 | 1.17% | — | — | |
| 45 | CHWY | Chewy INC - Class A | 股票-周期性消费 | 1.16% | — | — | |
| 46 | HRC | Hill-rom Holdings INC | 股票-其他 | 1.10% | — | -10.29% | |
| 47 | FTDR | Frontdoor INC | 股票-周期性消费 | 1.09% | — | — | |
| 48 | GLW | Corning INC | 股票-科技 | 1.08% | — | — | |
| 49 | CROX | Crocs INC | 股票-周期性消费 | 1.01% | — | +700.98% | |
| 50 | ADUS | Addus Homecare CORP | 股票-其他 | 1.01% | — | -18.46% |