CIK: 0001720980
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 | SE | Sea Ltd-adr | 股票-通信服务 | 28.61% | — | — | |
| 2 | MU | Micron Technology INC | 股票-科技 | 17.56% | — | — | |
| 3 | HUYA | Huya Inc-adr | 股票-其他 | 11.45% | — | +3900.53% | |
| 4 | TAL | Tal Education Group- Adr | 股票-非周期性消费 | 10.14% | +1.18% | NEW | |
| 5 | JKS | Jinkosolar Holding Co-adr | 股票-其他 | 7.88% | — | — | |
| 6 | PDD | Pdd Holdings INC | 股票-周期性消费 | 5.65% | — | — | |
| 7 | GOOS | Canada Goose Holdings INC | 股票-其他 | 4.75% | — | — | |
| 8 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 3.45% | — | — | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 2.70% | +2.64% | NEW | |
| 10 | AAOI | Applied Optoelectronics INC | 股票-科技 | 2.47% | — | — | |
| 11 | COHR | Coherent Corp. | 股票-科技 | 1.96% | — | — | |
| 12 | BZUN | Baozun Inc-spn Adr | 股票-其他 | 1.88% | — | — | |
| 13 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.65% | — | — | |
| 14 | HTHT | H World Group Ltd-adr | 股票-其他 | 0.60% | — | — | |
| 15 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 0.25% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | HUYA | Huya Inc-adr | +10.3% | +3900.53% | 加仓 |
| 2 | SE | Sea Ltd-adr | — | NEW | 新建仓 |
| 3 | MU | Micron Technology INC | — | NEW | 新建仓 |
| 4 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清仓 |
| 5 | TAL | Tal Education Group- Adr | — | NEW | 新建仓 |
| 6 | JKS | Jinkosolar Holding Co-adr | — | NEW | 新建仓 |
| 7 | TSM | Taiwan Semiconductor-sp Adr | — | EXIT | 清仓 |
| 8 | PDD | Pdd Holdings INC | — | NEW | 新建仓 |
| 9 | GOOS | Canada Goose Holdings INC | — | NEW | 新建仓 |
| 10 | CSCO | Cisco Systems INC | — | EXIT | 清仓 |
| 11 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建仓 |
| 12 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 13 | VSH | Vishay Intertechnology INC | — | EXIT | 清仓 |
| 14 | AAOI | Applied Optoelectronics INC | — | NEW | 新建仓 |
| 15 | COHR | Coherent Corp. | — | NEW | 新建仓 |
| 16 | BZUN | Baozun Inc-spn Adr | — | NEW | 新建仓 |
| 17 | IQ | Iqiyi Inc-adr | — | EXIT | 清仓 |
| 18 | BTU | Peabody Energy CORP | — | EXIT | 清仓 |
| 19 | SWKS | Skyworks Solutions INC | — | EXIT | 清仓 |
| 20 | JD | Jd.com Inc-adr | — | NEW | 新建仓 |
| 21 | HTHT | H World Group Ltd-adr | — | NEW | 新建仓 |
| 22 | ASX | Ase Technology Holding -adr | — | EXIT | 清仓 |
| 23 | MRVL | Marvell Technology, Inc. | — | EXIT | 清仓 |
| 24 | FUTU | Futu Holdings Ltd-adr | — | NEW | 新建仓 |