CIK: 0001542161
申报总市值
US$7992.7万
| # | 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 | GLD | Spdr Gold Shares | ETF-避险与商品 | 23.14% | +0.50% | NEW | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 15.60% | -1.61% | EXIT | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 14.42% | -9.23% | — | |
| 4 | NOW | Servicenow INC | 股票-科技 | 9.27% | — | -2.61% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 8.27% | -0.95% | -81.72% | |
| 6 | AMD | Advanced Micro Devices | 股票-科技 | 6.49% | -0.73% | EXIT | |
| 7 | ZEN1EUR | Zendesk INC | 股票-其他 | 5.74% | — | -39.88% | |
| 8 | WDAY | Workday Inc-class A | 股票-科技 | 4.68% | — | — | |
| 9 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 3.75% | — | — | |
| 10 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.96% | — | — | |
| 11 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 1.83% | — | — | |
| 12 | SNAP | Snap INC - A | 股票-通信服务 | 1.77% | — | — | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.61% | — | — | |
| 14 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 1.47% | — | -86.47% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com INC | +10.1% | +93.80% | 加仓 |
| 2 | NOW | Servicenow INC | +3.1% | -2.61% | 减仓 |
| 3 | ZEN1EUR | Zendesk INC | -0.8% | -39.88% | 减仓 |
| 4 | AYXEUR | Alteryx INC - Class A | -4.6% | -86.47% | 减仓 |
| 5 | MSFT | Microsoft CORP | -20.5% | -81.72% | 减仓 |
| 6 | GLD | Spdr Gold Shares | — | NEW | 新建仓 |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 8 | RNG | Ringcentral Inc-class A | — | EXIT | 清仓 |
| 9 | MCHP | Microchip Technology INC | — | EXIT | 清仓 |
| 10 | ADSK | Autodesk INC | — | EXIT | 清仓 |
| 11 | ADBE | Adobe INC | — | EXIT | 清仓 |
| 12 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清仓 |
| 13 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 14 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 15 | COUPEUR | Coupa Software INC | — | EXIT | 清仓 |
| 16 | WDAY | Workday Inc-class A | — | NEW | 新建仓 |
| 17 | TTD | Trade Desk Inc/the -class A | — | NEW | 新建仓 |
| 18 | VOO | Vanguard S&P 500 ETF | — | EXIT | 清仓 |
| 19 | INTC | Intel CORP | — | EXIT | 清仓 |
| 20 | MRVL | Marvell Technology, Inc. | — | NEW | 新建仓 |
| 21 | SIMO | Silicon Motion Technol-adr | — | NEW | 新建仓 |
| 22 | SNAP | Snap INC - A | — | NEW | 新建仓 |
| 23 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |