CIK: 0002033266
申报总市值
US$2.0亿
仅显示前 200 大持股（共 231 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 | TTMI | Ttm Technologies | 股票-科技 | 2.04% | +1.53% | NEW | |
| 2 | AMD | Advanced Micro Devices | 股票-科技 | 1.65% | — | -0.71% | |
| 3 | VISN | Vistance Networks INC | 股票-科技 | 1.62% | — | -0.71% | |
| 4 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.61% | — | -0.69% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 1.61% | — | -0.70% | |
| 6 | ALAB | Astera Labs INC | 股票-科技 | 1.58% | — | -0.71% | |
| 7 | FSLR | First Solar INC | 股票-科技 | 1.48% | +1.44% | NEW | |
| 8 | DELL | Dell Technologies -c | 股票-科技 | 1.45% | -0.71% | EXIT | |
| 9 | CDNS | Cadence Design Sys INC | 股票-科技 | 1.45% | — | -0.70% | |
| 10 | SMTC | Semtech CORP | 股票-科技 | 1.44% | -0.86% | EXIT | |
| 11 | ITRI | Itron INC | 股票-科技 | 1.41% | — | -0.71% | |
| 12 | ACLS | Axcelis Technologies INC | 股票-科技 | 1.37% | — | -0.71% | |
| 13 | PAL | Proficient Auto Logistics In | 股票-其他 | 1.36% | -1.81% | EXIT | |
| 14 | AMAT | Applied Materials INC | 股票-科技 | 1.36% | — | -0.70% | |
| 15 | VRSN | Verisign INC | 股票-科技 | 1.34% | — | -0.71% | |
| 16 | SNPS | Synopsys INC | 股票-科技 | 1.31% | — | -0.71% | |
| 17 | NOW | Servicenow INC | 股票-科技 | 1.30% | — | -0.67% | |
| 18 | TEL | TE Connectivity plc | 股票-科技 | 1.28% | +1.40% | NEW | |
| 19 | PANW | Palo Alto Networks INC | 股票-科技 | 1.28% | — | -0.70% | |
| 20 | INTC | Intel CORP | 股票-科技 | 1.25% | — | -0.71% | |
| 21 | QLYS | Qualys INC | 股票-科技 | 1.23% | — | -0.71% | |
| 22 | BIRD | Smartbird, Inc | 股票-其他 | 1.22% | — | -0.71% | |
| 23 | FFIV | F5 INC | 股票-科技 | 1.18% | — | -0.69% | |
| 24 | ASTS | Ast Spacemobile INC | 股票-科技 | 1.18% | — | -0.71% | |
| 25 | GDDY | Godaddy INC - Class A | 股票-科技 | 1.16% | — | -0.70% | |
| 26 | NFLX | Netflix INC | 股票-通信服务 | 1.15% | — | -0.71% | |
| 27 | SPOT | Spotify Technology S.A. | 股票-通信服务 | 1.15% | — | -0.65% | |
| 28 | AAPL | Apple INC | 股票-科技 | 1.11% | +1.34% | -0.63% | |
| 29 | CRUS | Cirrus Logic INC | 股票-科技 | 1.11% | — | -0.71% | |
| 30 | MSI | Motorola Solutions INC | 股票-科技 | 1.10% | +0.73% | -0.69% | |
| 31 | AKAM | Akamai Technologies INC | 股票-科技 | 1.10% | — | -0.71% | |
| 32 | CRM | Salesforce INC | 股票-科技 | 1.08% | — | -0.71% | |
| 33 | ROP | Roper Technologies INC | 股票-科技 | 1.07% | -0.61% | EXIT | |
| 34 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 1.07% | — | -0.71% | |
| 35 | EA | Electronic Arts INC | 股票-通信服务 | 0.99% | — | -0.71% | |
| 36 | APP | Applovin Corp-class A | 股票-科技 | 0.97% | -0.86% | -0.70% | |
| 37 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.96% | -0.67% | EXIT | |
| 38 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.95% | -0.73% | EXIT | |
| 39 | IDCC | Interdigital INC | 股票-科技 | 0.93% | — | -0.71% | |
| 40 | T | At&t INC | 股票-通信服务 | 0.91% | — | -0.71% | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.82% | -0.67% | EXIT | |
| 42 | WBTN | Webtoon Entertainment INC | 股票-其他 | 0.81% | — | -0.71% | |
| 43 | LUMN | Lumen Technologies INC | 股票-通信服务 | 0.74% | — | -0.71% | |
| 44 | CVNA | Carvana Co | 股票-周期性消费 | 0.72% | — | -0.68% | |
| 45 | DJT | Trump Media & Technology Gro | 股票-通信服务 | 0.71% | — | -0.71% | |
| 46 | SIG | Signet Jewelers Limited | 股票-周期性消费 | 0.70% | — | -0.71% | |
| 47 | FIVE | Five Below | 股票-周期性消费 | 0.66% | — | -0.70% | |
| 48 | RCL | Royal Caribbean Cruises Ltd. | 股票-周期性消费 | 0.60% | — | -0.70% | |
| 49 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.58% | — | -0.69% | |
| 50 | WWW | Wolverine World Wide INC | 股票-其他 | 0.56% | — | -0.71% |