CIK: 0001599822
申报总市值
US$21.8亿
| # | 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 | MLCO | Melco Resorts & Entert-adr | 股票-其他 | 18.08% | — | +301.41% | |
| 2 | GSATUSD | Globalstar INC | 股票-其他 | 14.95% | — | — | |
| 3 | TWTRUSD | Twitter INC | 股票-其他 | 14.12% | — | — | |
| 4 | MU | Micron Technology INC | 股票-科技 | 10.83% | — | — | |
| 5 | C | Citigroup INC | 股票-金融 | 8.37% | — | +66.67% | |
| 6 | ✓ | 股票-其他 | 7.71% | — | — | ||
| 7 | CMCM1EUR | Cheetah Mobile INC - Adr | 股票-其他 | 4.68% | — | — | |
| 8 | CSIQ | Canadian Solar INC | 股票-其他 | 4.05% | — | — | |
| 9 | JKS | Jinkosolar Holding Co-adr | 股票-其他 | 3.91% | — | +128.13% | |
| 10 | TOUR | Tuniu Corp-spon Adr | 股票-其他 | 3.60% | — | — | |
| 11 | ✓ | Trina Solar Limited | 股票-其他 | 3.58% | — | — | |
| 12 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 3.17% | — | -63.31% | |
| 13 | JD | Jd.com Inc-adr | 股票-周期性消费 | 1.22% | — | — | |
| 14 | ✓ | Qihoo 360 Technology Co LTD | 股票-其他 | 0.98% | — | +500.00% | |
| 15 | ✓ | Soufun Holdings LTD | 股票-其他 | 0.73% | — | — | |
| 16 | AMAT | Applied Materials INC | 股票-科技 | — | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MLCO | Melco Resorts & Entert-adr | +16.4% | +301.41% | 加仓 |
| 2 | C | Citigroup INC | +6.6% | +66.67% | 加仓 |
| 3 | JKS | Jinkosolar Holding Co-adr | +3.3% | +128.13% | 加仓 |
| 4 | ✓ | Qihoo 360 Technology Co LTD | +0.9% | +500.00% | 加仓 |
| 5 | AMD | Advanced Micro Devices, Inc. | +0.4% | -63.31% | 减仓 |
| 6 | AMAT | Applied Materials INC | — | — | 不变 |
| 7 | VIPS | Vipshop Holdings LTD - Adr | — | EXIT | 清仓 |
| 8 | ✓ | E House China Hldgs LTD | — | EXIT | 清仓 |
| 9 | META | Meta Platforms Inc-class A | — | EXIT | 清仓 |
| 10 | HIMX | Himax Technologies Inc-adr | — | EXIT | 清仓 |
| 11 | YYEUR | Yy Inc-adr | — | EXIT | 清仓 |
| 12 | GSATUSD | Globalstar INC | — | NEW | 新建仓 |
| 13 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 14 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清仓 |
| 15 | MU | Micron Technology INC | — | NEW | 新建仓 |
| 16 | MGM | Mgm Resorts International | — | EXIT | 清仓 |
| 17 | ✓ | — | NEW | 新建仓 | |
| 18 | CYOUUSD | Changyou.com Ltd-adr | — | EXIT | 清仓 |
| 19 | CMCM1EUR | Cheetah Mobile INC - Adr | — | NEW | 新建仓 |
| 20 | CSIQ | Canadian Solar INC | — | NEW | 新建仓 |
| 21 | TOUR | Tuniu Corp-spon Adr | — | NEW | 新建仓 |
| 22 | ✓ | Trina Solar Limited | — | NEW | 新建仓 |
| 23 | JD | Jd.com Inc-adr | — | NEW | 新建仓 |
| 24 | PERF | Perfect Corp. | — | EXIT | 清仓 |
| 25 | ✓ | Soufun Holdings LTD | — | NEW | 新建仓 |
| 26 | AAPL | Apple INC | — | EXIT | 清仓 |
| 27 | VNET | Vnet Group Inc-adr | — | EXIT | 清仓 |