CIK: 0001350605
申报总市值
US$137.0万
| # | 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 | ✓ | Twitter INC | 股票-其他 | 32.00% | — | — | |
| 2 | ✓ | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 15.31% | — | -85.99% | |
| 3 | ✓ | Alphabet INC Cl A | 股票-其他 | 9.40% | — | +374.53% | |
| 4 | AAPL | Apple INC | 股票-科技 | 8.06% | — | — | |
| 5 | ✓ | Select Sector Spdr Tr | 股票-其他 | 7.25% | — | — | |
| 6 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 4.82% | — | +100.00% | |
| 7 | ✓ | Meta Platforms, Inc. | 股票-其他 | 4.53% | — | +95.57% | |
| 8 | YELP | Yelp INC | 股票-其他 | 2.78% | — | +711.11% | |
| 9 | FSLR | First Solar INC | 股票-科技 | 2.08% | — | -19.77% | |
| 10 | BAC | Bank Of America CORP | 股票-金融 | 1.72% | — | +33.33% | |
| 11 | ✓ | Solarcity CORP | 股票-其他 | 1.57% | — | — | |
| 12 | TWXCHF | Time Warner INC | 股票-其他 | 1.54% | — | — | |
| 13 | ✓ | Trina Solar Limited | 股票-其他 | 1.48% | — | +368.26% | |
| 14 | CSIQ | Canadian Solar INC | 股票-其他 | 1.46% | — | — | |
| 15 | ✓ | Xoom CORP | 股票-其他 | 0.87% | — | +33.72% | |
| 16 | ✓ | Salesforce, Inc. | 股票-其他 | 0.76% | — | — | |
| 17 | ✓ | Netflix, Inc. | 股票-其他 | 0.66% | — | — | |
| 18 | F | Ford Motor Co | 股票-周期性消费 | 0.64% | — | — | |
| 19 | ✓ | Jinkosolar Hldg Co LTD | 股票-其他 | 0.56% | — | — | |
| 20 | DAL | Delta Air Lines INC | 股票-工业 | 0.30% | — | -42.86% | |
| 21 | SBUX | Starbucks CORP | 股票-周期性消费 | 0.30% | — | -15.76% | |
| 22 | ✓ | Sunedison INC | 股票-其他 | 0.29% | — | — | |
| 23 | ✓ | Chart Inds INC | 股票-其他 | 0.26% | — | +112.77% | |
| 24 | DXCM | Dexcom INC | 股票-医疗保健 | 0.24% | — | — | |
| 25 | ✓ | Fleetmatics Group PLC | 股票-其他 | 0.24% | — | — | |
| 26 | ✓ | Tableau Software INC | 股票-其他 | 0.23% | — | +9.09% | |
| 27 | ✓ | Zillow INC Cl Aclass A | 股票-其他 | 0.23% | — | -54.55% | |
| 28 | WAGE | Wageworks INC | 股票-其他 | 0.20% | — | +20.00% | |
| 29 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 0.14% | — | — | |
| 30 | ✓ | Cempra INC | 股票-其他 | 0.06% | — | +3.22% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Alphabet INC Cl A | +8.3% | +374.53% | 加仓 |
| 2 | BKNG | Booking Hldgs INC | +3.3% | +100.00% | 加仓 |
| 3 | ✓ | Meta Platforms, Inc. | +3% | +95.57% | 加仓 |
| 4 | YELP | Yelp INC | +2.6% | +711.11% | 加仓 |
| 5 | ✓ | Trina Solar Limited | +1.2% | +368.26% | 加仓 |
| 6 | BAC | Bank Of America CORP | +0.9% | +33.33% | 加仓 |
| 7 | FSLR | First Solar INC | +0.7% | -19.77% | 减仓 |
| 8 | ✓ | Xoom CORP | +0.3% | +33.72% | 加仓 |
| 9 | ✓ | Chart Inds INC | +0.2% | +112.77% | 加仓 |
| 10 | WAGE | Wageworks INC | +0.1% | +20.00% | 加仓 |
| 11 | SBUX | Starbucks CORP | +0.1% | -15.76% | 减仓 |
| 12 | DAL | Delta Air Lines INC | 0% | -42.86% | 减仓 |
| 13 | ✓ | Zillow INC Cl Aclass A | -0.1% | -54.55% | 减仓 |
| 14 | TWXCHF | Time Warner INC | -2.3% | — | 不变 |
| 15 | F | Ford Motor Co | -4.3% | — | 不变 |
| 16 | ✓ | State Street SPDR S&P 500 ETF Trust | -54.8% | -85.99% | 减仓 |
| 17 | ✓ | Twitter INC | — | NEW | 新建仓 |
| 18 | XLF | Ss Financial Select Sector | — | EXIT | 清仓 |
| 19 | AAPL | Apple INC | — | NEW | 新建仓 |
| 20 | ✓ | Select Sector Spdr Tr | — | NEW | 新建仓 |
| 21 | C | Citigroup INC | — | EXIT | 清仓 |
| 22 | ✓ | Solarcity CORP | — | NEW | 新建仓 |
| 23 | CSIQ | Canadian Solar INC | — | NEW | 新建仓 |
| 24 | ✓ | Salesforce, Inc. | — | NEW | 新建仓 |
| 25 | ✓ | Netflix, Inc. | — | NEW | 新建仓 |
| 26 | ✓ | Jinkosolar Hldg Co LTD | — | NEW | 新建仓 |
| 27 | BA | Boeing Co/the | — | EXIT | 清仓 |
| 28 | DFSEUR | Discover Financial Services | — | EXIT | 清仓 |
| 29 | ✓ | Sunedison INC | — | NEW | 新建仓 |
| 30 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 31 | NFLX | Netflix INC | — | EXIT | 清仓 |
| 32 | DXCM | Dexcom INC | — | NEW | 新建仓 |
| 33 | ✓ | Fleetmatics Group PLC | — | NEW | 新建仓 |
| 34 | ✓ | — | EXIT | 清仓 | |
| 35 | ✓ | Caesarstone Sdot Yam Limited | — | EXIT | 清仓 |
| 36 | CVLT | Commvault Systems INC | — | EXIT | 清仓 |
| 37 | ✓ | — | EXIT | 清仓 | |
| 38 | TAL | Tal Education Group- Adr | — | NEW | 新建仓 |
| 39 | ✓ | The Goldman Sachs Group, Inc. | — | EXIT | 清仓 |
| 40 | ✓ | ServiceNow Inc. | — | EXIT | 清仓 |
| 41 | TRIP | Tripadvisor INC | — | EXIT | 清仓 |
| 42 | ✓ | Ingersoll Rand Inc. | — | EXIT | 清仓 |
| 43 | ✓ | BofI Holding Inc. | — | EXIT | 清仓 |
| 44 | ✓ | Netsuite INC | — | EXIT | 清仓 |
| 45 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 46 | ✓ | Hertz Global Holdings INC | — | EXIT | 清仓 |
| 47 | GNRC | Generac Holdings INC | — | EXIT | 清仓 |
| 48 | ✓ | Infoblox, Inc. | — | EXIT | 清仓 |
| 49 | LIN | Linde plc | — | EXIT | 清仓 |
| 50 | ✓ | Move INC | — | EXIT | 清仓 |