CIK: 0001564579
申报总市值
—
| # | 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 | SWKS | Skyworks Solutions INC | 股票-科技 | 9.19% | — | +119.35% | |
| 2 | ✓ | Avago Technologies LTD | 股票-其他 | 5.43% | — | — | |
| 3 | JKS | Jinkosolar Holding Co-adr | 股票-其他 | 5.22% | -1.46% | EXIT | |
| 4 | ✓ | Solarcity CORP | 股票-其他 | 4.81% | — | +191.95% | |
| 5 | TXN | Texas Instruments INC | 股票-科技 | 4.34% | -11.52% | EXIT | |
| 6 | FN | Fabrinet | 股票-科技 | 3.54% | -3.82% | EXIT | |
| 7 | IBM | Intl Business Machines CORP | 股票-科技 | 3.51% | -0.60% | EXIT | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 3.22% | — | +10.00% | |
| 9 | SPWRQ | Sunpower CORP | 股票-其他 | 2.94% | -0.65% | EXIT | |
| 10 | ✓ | 8point3 Energy Partners LP | 股票-其他 | 2.77% | -3.58% | EXIT | |
| 11 | CSIQ | Canadian Solar INC | 股票-其他 | 2.69% | -4.22% | EXIT | |
| 12 | RUN | Sunrun INC | 股票-科技 | 2.43% | -4.29% | EXIT | |
| 13 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 2.31% | -2.48% | EXIT | |
| 14 | GDDY | Godaddy INC - Class A | 股票-科技 | 2.25% | — | — | |
| 15 | MU | Micron Technology INC | 股票-科技 | 2.25% | -2.97% | EXIT | |
| 16 | PANW | Palo Alto Networks INC | 股票-科技 | 2.17% | — | -22.22% | |
| 17 | ✓ | 股票-其他 | 2.13% | — | +15.64% | ||
| 18 | SNDK | Sandisk Corporation | 股票-科技 | 1.94% | — | +31.82% | |
| 19 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.90% | — | +5.59% | |
| 20 | ✓ | TerraForm Global, Inc. Class A | 股票-其他 | 1.83% | — | +50.68% | |
| 21 | NOW | Servicenow INC | 股票-科技 | 1.83% | -2.03% | EXIT | |
| 22 | ✓ | Yahoo INC | 股票-其他 | 1.81% | — | — | |
| 23 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 1.73% | -3.23% | EXIT | |
| 24 | SUNEQUSD | Sunedison INC | 股票-其他 | 1.57% | — | -29.11% | |
| 25 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.52% | — | -52.12% | |
| 26 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.52% | — | +40.18% | |
| 27 | OLED | Universal Display CORP | 股票-科技 | 1.50% | — | +42.23% | |
| 28 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.42% | -0.12% | EXIT | |
| 29 | VMWEUR | Vmware Inc-class A | 股票-其他 | 1.39% | — | — | |
| 30 | QCOM | Qualcomm INC | 股票-科技 | 1.32% | — | — | |
| 31 | WDC | Western Digital CORP | 股票-科技 | 1.25% | -2.98% | EXIT | |
| 32 | ANETEUR | Arista Networks INC | 股票-其他 | 1.24% | — | — | |
| 33 | ✓ | Ruckus Wireless INC | 股票-其他 | 1.18% | — | +14.64% | |
| 34 | ADI | Analog Devices INC | 股票-科技 | 1.17% | — | — | |
| 35 | ✓ | Cavium INC | 股票-其他 | 1.16% | — | +11.11% | |
| 36 | AAPL | Apple INC | 股票-科技 | 1.11% | — | -91.55% | |
| 37 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.07% | -0.33% | EXIT | |
| 38 | LPL | Lg Display Co Ltd-adr | 股票-其他 | 1.02% | — | — | |
| 39 | ✓ | Nimble Storage, Inc. | 股票-其他 | 1.02% | — | +626.02% | |
| 40 | ✓ | 股票-其他 | 0.86% | — | — | ||
| 41 | AMAT | Applied Materials INC | 股票-科技 | 0.84% | — | -63.69% | |
| 42 | JD | Jd.com Inc-adr | 股票-周期性消费 | 0.82% | — | — | |
| 43 | ✓ | 股票-其他 | 0.76% | — | +9.67% | ||
| 44 | ✓ | Ultratech INC Com | 股票-其他 | 0.69% | — | +89.43% | |
| 45 | LITE | Lumentum Holdings INC | 股票-科技 | 0.67% | -9.66% | EXIT | |
| 46 | ✓ | 股票-其他 | 0.61% | — | -64.23% | ||
| 47 | ON | On Semiconductor | 股票-科技 | 0.53% | — | -44.75% | |
| 48 | ✓ | Oclaro INC | 股票-其他 | 0.48% | -1.23% | EXIT | |
| 49 | FNSR | Finisar Corporation | 股票-其他 | 0.42% | -1.26% | EXIT | |
| 50 | ✓ | Trina Solar Limited | 股票-其他 | 0.32% | — | -88.86% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SWKS | Skyworks Solutions INC | +4.7% | +119.35% | 加仓 |
| 2 | ✓ | Solarcity CORP | +3.5% | +191.95% | 加仓 |
| 3 | IBM | Intl Business Machines CORP | +3% | +625.00% | 加仓 |
| 4 | NOW | Servicenow INC | +1.5% | +300.00% | 加仓 |
| 5 | FN | Fabrinet | +1.1% | +10.05% | 加仓 |
| 6 | MSFT | Microsoft CORP | +0.9% | +10.00% | 加仓 |
| 7 | MU | Micron Technology INC | +0.9% | +76.06% | 加仓 |
| 8 | SNDK | Sandisk Corporation | +0.9% | +31.82% | 加仓 |
| 9 | OLED | Universal Display CORP | +0.9% | +42.23% | 加仓 |
| 10 | ✓ | Nimble Storage, Inc. | +0.7% | +626.02% | 加仓 |
| 11 | SPWRQ | Sunpower CORP | +0.6% | -17.83% | 减仓 |
| 12 | PANW | Palo Alto Networks INC | -0.5% | -22.22% | 减仓 |
| 13 | JKS | Jinkosolar Holding Co-adr | -0.5% | -29.29% | 减仓 |
| 14 | ✓ | -0.5% | -64.23% | 减仓 | |
| 15 | AMKR | Amkor Technology INC | -0.6% | -76.89% | 减仓 |
| 16 | AMAT | Applied Materials INC | -1% | -63.69% | 减仓 |
| 17 | LRCXEUR | Lam Research CORP | -1% | -52.12% | 减仓 |
| 18 | WDC | Western Digital CORP | -1.5% | -40.30% | 减仓 |
| 19 | SUNEQUSD | Sunedison INC | -1.5% | -29.11% | 减仓 |
| 20 | ✓ | Trina Solar Limited | -2% | -88.86% | 减仓 |
| 21 | AAPL | Apple INC | -12.4% | -91.55% | 减仓 |
| 22 | ✓ | Avago Technologies LTD | — | NEW | 新建仓 |
| 23 | NXPI | NXP Semiconductors N.V. | — | EXIT | 清仓 |
| 24 | AVGO | Broadcom Inc. | — | EXIT | 清仓 |
| 25 | TXN | Texas Instruments INC | — | NEW | 新建仓 |
| 26 | ✓ | Terraform Pwr INC | — | EXIT | 清仓 |
| 27 | ACN | Accenture plc | — | EXIT | 清仓 |
| 28 | ✓ | Altera CORP | — | EXIT | 清仓 |
| 29 | RUN | Sunrun INC | — | NEW | 新建仓 |
| 30 | GDDY | Godaddy INC - Class A | — | NEW | 新建仓 |
| 31 | FFIV | F5 INC | — | EXIT | 清仓 |
| 32 | ✓ | Ja Solar Holdings Co LTD | — | EXIT | 清仓 |
| 33 | ✓ | Yahoo INC | — | NEW | 新建仓 |
| 34 | CHLUSD | China Mobile Ltd-spon Adr | — | NEW | 新建仓 |
| 35 | FSLR | First Solar INC | — | EXIT | 清仓 |
| 36 | LSCC | Lattice Semiconductor CORP | — | NEW | 新建仓 |
| 37 | VMWEUR | Vmware Inc-class A | — | NEW | 新建仓 |
| 38 | ✓ | Imperva INC | — | EXIT | 清仓 |
| 39 | QCOM | Qualcomm INC | — | NEW | 新建仓 |
| 40 | ANETEUR | Arista Networks INC | — | NEW | 新建仓 |
| 41 | ADI | Analog Devices INC | — | NEW | 新建仓 |
| 42 | HPE | Hewlett Packard Enterprise | — | NEW | 新建仓 |
| 43 | LPL | Lg Display Co Ltd-adr | — | NEW | 新建仓 |
| 44 | STX | Seagate Technology Holdings plc | — | EXIT | 清仓 |
| 45 | ✓ | Mellanox Technologies LTD | — | EXIT | 清仓 |
| 46 | ✓ | — | NEW | 新建仓 | |
| 47 | JD | Jd.com Inc-adr | — | NEW | 新建仓 |
| 48 | JNP | Juniper Networks INC | — | EXIT | 清仓 |
| 49 | ✓ | — | EXIT | 清仓 | |
| 50 | LITE | Lumentum Holdings INC | — | NEW | 新建仓 |