CIK: 0002033266
申报总市值
US$2.0亿
仅显示前 200 大持股（共 323 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 | PAL | Proficient Auto Logistics In | 股票-其他 | 1.65% | -1.81% | EXIT | |
| 2 | WBD | Warner Bros Discovery INC | 股票-通信服务 | 1.24% | -1.80% | EXIT | |
| 3 | APP | Applovin Corp-class A | 股票-科技 | 1.13% | -0.86% | -33.26% | |
| 4 | MU | Micron Technology INC | 股票-科技 | 0.92% | — | — | |
| 5 | AMAT | Applied Materials INC | 股票-科技 | 0.90% | — | -30.18% | |
| 6 | KLAC | Kla CORP | 股票-科技 | 0.86% | +0.56% | — | |
| 7 | MKSI | Mks INC | 股票-科技 | 0.85% | -1.08% | EXIT | |
| 8 | SMTC | Semtech CORP | 股票-科技 | 0.85% | -0.86% | EXIT | |
| 9 | SBGI | Sinclair INC | 股票-其他 | 0.84% | -0.63% | — | |
| 10 | WIX | Wix.com Ltd. | 股票-科技 | 0.84% | — | — | |
| 11 | OPTU | Optimum Communications Inc-a | 股票-通信服务 | 0.83% | — | — | |
| 12 | LBRDK | Liberty Broadband-c | 股票-通信服务 | 0.82% | -0.61% | EXIT | |
| 13 | IBM | Intl Business Machines CORP | 股票-科技 | 0.82% | — | — | |
| 14 | DELL | Dell Technologies -c | 股票-科技 | 0.82% | -0.71% | EXIT | |
| 15 | NVDA | Nvidia CORP | 股票-科技 | 0.82% | — | -49.68% | |
| 16 | CHTR | Charter Communications Inc-a | 股票-通信服务 | 0.81% | -0.60% | EXIT | |
| 17 | AMC | Amc Entertainment Hlds-cl A | 股票-其他 | 0.81% | — | — | |
| 18 | TKO | Tko Group Holdings INC | 股票-通信服务 | 0.80% | -0.82% | EXIT | |
| 19 | UCTT | Ultra Clean Holdings INC | 股票-其他 | 0.80% | -0.73% | EXIT | |
| 20 | FWONK | Liberty Media Corp-formula-c | 股票-通信服务 | 0.80% | — | — | |
| 21 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.79% | — | — | |
| 22 | LITE | Lumentum Holdings INC | 股票-科技 | 0.78% | — | — | |
| 23 | AMD | Advanced Micro Devices | 股票-科技 | 0.77% | — | -51.84% | |
| 24 | TDY | Teledyne Technologies INC | 股票-科技 | 0.77% | -0.66% | EXIT | |
| 25 | MPWR | Monolithic Power Systems INC | 股票-科技 | 0.76% | -0.74% | EXIT | |
| 26 | PENG | Penguin Solutions INC | 股票-其他 | 0.76% | +0.77% | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.76% | -0.67% | EXIT | |
| 28 | DIS | Walt Disney Co/the | 股票-通信服务 | 0.75% | -0.73% | EXIT | |
| 29 | NFLX | Netflix INC | 股票-通信服务 | 0.75% | — | -14.46% | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 0.75% | -0.76% | EXIT | |
| 31 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.75% | -0.72% | EXIT | |
| 32 | JBL | Jabil INC | 股票-科技 | 0.74% | -0.76% | EXIT | |
| 33 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 0.74% | — | — | |
| 34 | FFIV | F5 INC | 股票-科技 | 0.74% | — | -33.34% | |
| 35 | TDC | Teradata CORP | 股票-科技 | 0.74% | -1.02% | EXIT | |
| 36 | TMUS | T-mobile US INC | 股票-通信服务 | 0.73% | -0.61% | EXIT | |
| 37 | CRSR | Corsair Gaming INC | 股票-其他 | 0.73% | — | — | |
| 38 | NOW | Servicenow INC | 股票-科技 | 0.73% | — | -26.75% | |
| 39 | OKTA | Okta INC | 股票-科技 | 0.72% | -0.67% | EXIT | |
| 40 | ADI | Analog Devices INC | 股票-科技 | 0.72% | +0.61% | — | |
| 41 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.72% | -0.67% | EXIT | |
| 42 | TWLO | Twilio INC - A | 股票-科技 | 0.71% | -0.99% | EXIT | |
| 43 | BAH | Booz Allen Hamilton Holdings | 股票-工业 | 0.70% | — | -19.30% | |
| 44 | QRVO | Qorvo INC | 股票-科技 | 0.70% | +0.73% | — | |
| 45 | ROP | Roper Technologies INC | 股票-科技 | 0.69% | -0.61% | EXIT | |
| 46 | MSI | Motorola Solutions INC | 股票-科技 | 0.69% | +0.73% | -32.68% | |
| 47 | PTC | Ptc INC | 股票-科技 | 0.68% | +0.63% | — | |
| 48 | ARW | Arrow Electronics INC | 股票-科技 | 0.68% | +0.82% | — | |
| 49 | VYX | Ncr Voyix CORP | 股票-科技 | 0.68% | — | — | |
| 50 | TYL | Tyler Technologies INC | 股票-科技 | 0.67% | — | — |