CIK: 0002033266
申报总市值
US$2.0亿
仅显示前 200 大持股（共 219 只）
| # | 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 | INTC | Intel CORP | 股票-科技 | 1.52% | — | +3.42% | |
| 2 | AAPL | Apple INC | 股票-科技 | 1.44% | +1.34% | — | |
| 3 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.42% | — | +12.15% | |
| 4 | AMD | Advanced Micro Devices | 股票-科技 | 1.42% | — | — | |
| 5 | VRSN | Verisign INC | 股票-科技 | 1.41% | — | — | |
| 6 | GDDY | Godaddy INC - Class A | 股票-科技 | 1.38% | — | -7.95% | |
| 7 | MSI | Motorola Solutions INC | 股票-科技 | 1.37% | +0.73% | +8.22% | |
| 8 | FSLR | First Solar INC | 股票-科技 | 1.35% | +1.44% | NEW | |
| 9 | ITRI | Itron INC | 股票-科技 | 1.33% | — | +2.71% | |
| 10 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.33% | — | -22.45% | |
| 11 | ROP | Roper Technologies INC | 股票-科技 | 1.33% | -0.61% | EXIT | |
| 12 | NVDA | Nvidia CORP | 股票-科技 | 1.32% | — | -0.22% | |
| 13 | AKAM | Akamai Technologies INC | 股票-科技 | 1.32% | — | — | |
| 14 | SNPS | Synopsys INC | 股票-科技 | 1.31% | — | +14.55% | |
| 15 | SMTC | Semtech CORP | 股票-科技 | 1.31% | -0.86% | EXIT | |
| 16 | QLYS | Qualys INC | 股票-科技 | 1.29% | — | +1.56% | |
| 17 | DELL | Dell Technologies -c | 股票-科技 | 1.29% | -0.71% | EXIT | |
| 18 | AMAT | Applied Materials INC | 股票-科技 | 1.28% | — | — | |
| 19 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.28% | — | — | |
| 20 | TEL | TE Connectivity plc | 股票-科技 | 1.28% | +1.40% | NEW | |
| 21 | FFIV | F5 INC | 股票-科技 | 1.28% | — | -23.45% | |
| 22 | BIRD | Smartbird, Inc | 股票-其他 | 1.27% | — | +5.37% | |
| 23 | PANW | Palo Alto Networks INC | 股票-科技 | 1.27% | — | — | |
| 24 | CRM | Salesforce INC | 股票-科技 | 1.27% | — | -6.65% | |
| 25 | CRUS | Cirrus Logic INC | 股票-科技 | 1.26% | — | +33.65% | |
| 26 | ALAB | Astera Labs INC | 股票-科技 | 1.25% | — | — | |
| 27 | VISN | Vistance Networks INC | 股票-科技 | 1.24% | — | — | |
| 28 | TTMI | Ttm Technologies | 股票-科技 | 1.22% | +1.53% | NEW | |
| 29 | NOW | Servicenow INC | 股票-科技 | 1.20% | — | -0.14% | |
| 30 | ACLS | Axcelis Technologies INC | 股票-科技 | 1.16% | — | — | |
| 31 | EA | Electronic Arts INC | 股票-通信服务 | 1.06% | — | +50.27% | |
| 32 | T | At&t INC | 股票-通信服务 | 1.06% | — | +10.86% | |
| 33 | IDCC | Interdigital INC | 股票-科技 | 1.02% | — | -3.86% | |
| 34 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 1.01% | -0.67% | EXIT | |
| 35 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 0.98% | — | — | |
| 36 | NFLX | Netflix INC | 股票-通信服务 | 0.96% | — | -3.28% | |
| 37 | DJT | Trump Media & Technology Gro | 股票-通信服务 | 0.91% | — | +17.69% | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.91% | -0.73% | EXIT | |
| 39 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.89% | -0.67% | EXIT | |
| 40 | APP | Applovin Corp-class A | 股票-科技 | 0.87% | -0.86% | -60.68% | |
| 41 | WBTN | Webtoon Entertainment INC | 股票-其他 | 0.82% | — | — | |
| 42 | LUMN | Lumen Technologies INC | 股票-通信服务 | 0.79% | — | +73.97% | |
| 43 | ASTS | Ast Spacemobile INC | 股票-科技 | 0.68% | — | +15.85% | |
| 44 | SIG | Signet Jewelers Limited | 股票-周期性消费 | 0.61% | — | +118.72% | |
| 45 | GIII | G-iii Apparel Group LTD | 股票-其他 | 0.55% | — | — | |
| 46 | ORLY | O'reilly Automotive INC | 股票-周期性消费 | 0.55% | — | +13.03% | |
| 47 | CROX | Crocs INC | 股票-周期性消费 | 0.55% | — | +73.52% | |
| 48 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.54% | — | +47.82% | |
| 49 | CVNA | Carvana Co | 股票-周期性消费 | 0.54% | — | -7.03% | |
| 50 | EAT | Brinker International INC | 股票-周期性消费 | 0.52% | — | -37.18% |