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 | LITE | Lumentum Holdings INC | 股票-科技 | 10.93% | -9.66% | EXIT | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 9.83% | -1.96% | EXIT | |
| 3 | SHOP | Shopify INC - Class A | 股票-科技 | 9.49% | — | +148.16% | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 5.33% | — | +585.71% | |
| 5 | FNSR | Finisar Corporation | 股票-其他 | 5.22% | -1.26% | EXIT | |
| 6 | VIAV | Viavi Solutions INC | 股票-科技 | 4.85% | -4.56% | EXIT | |
| 7 | MU | Micron Technology INC | 股票-科技 | 4.64% | -2.97% | EXIT | |
| 8 | NFLX | Netflix INC | 股票-通信服务 | 3.56% | -4.54% | EXIT | |
| 9 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 3.41% | — | +344.76% | |
| 10 | CSIQ | Canadian Solar INC | 股票-其他 | 3.30% | -4.22% | EXIT | |
| 11 | FN | Fabrinet | 股票-科技 | 2.96% | -3.82% | EXIT | |
| 12 | RUN | Sunrun INC | 股票-科技 | 2.85% | -4.29% | EXIT | |
| 13 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 2.67% | -3.23% | EXIT | |
| 14 | WDAY | Workday Inc-class A | 股票-科技 | 2.58% | — | +50.61% | |
| 15 | ✓ | 8point3 Energy Partners LP | 股票-其他 | 2.28% | -3.58% | EXIT | |
| 16 | VZ | Verizon Communications INC | 股票-通信服务 | 2.09% | -0.63% | EXIT | |
| 17 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 2.03% | -0.77% | EXIT | |
| 18 | ✓ | Oclaro INC | 股票-其他 | 1.86% | -1.23% | EXIT | |
| 19 | COHREUR | Coherent INC | 股票-其他 | 1.73% | — | — | |
| 20 | ✓ | TerraForm Global, Inc. Class A | 股票-其他 | 1.72% | — | -25.59% | |
| 21 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.56% | — | +5.04% | |
| 22 | VSLR | Vivint Solar INC | 股票-其他 | 1.43% | -2.57% | EXIT | |
| 23 | TWXCHF | Time Warner INC | 股票-其他 | 1.42% | — | +14.77% | |
| 24 | WDC | Western Digital CORP | 股票-科技 | 1.38% | -2.98% | EXIT | |
| 25 | CYEUR | Cypress Semiconductor CORP | 股票-其他 | 1.33% | -0.94% | EXIT | |
| 26 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 1.31% | -2.48% | EXIT | |
| 27 | FTNT | Fortinet INC | 股票-科技 | 1.15% | -2.98% | EXIT | |
| 28 | NPTNEUR | Neophotonics CORP | 股票-其他 | 1.15% | -2.80% | EXIT | |
| 29 | CIEN | Ciena CORP | 股票-科技 | 1.11% | -0.92% | EXIT | |
| 30 | VSH | Vishay Intertechnology INC | 股票-其他 | 0.92% | — | — | |
| 31 | ANETEUR | Arista Networks INC | 股票-其他 | 0.76% | — | — | |
| 32 | GSUM | Gridsum Holding Inc-adr | 股票-其他 | 0.67% | -1.10% | EXIT | |
| 33 | BIDU | Baidu INC - Spon Adr | 股票-通信服务 | 0.58% | — | +110.58% | |
| 34 | AAPL | Apple INC | 股票-科技 | 0.50% | — | -55.00% | |
| 35 | JKS | Jinkosolar Holding Co-adr | 股票-其他 | 0.49% | -1.46% | EXIT | |
| 36 | IPHI | Inphi CORP | 股票-其他 | 0.48% | -3.54% | EXIT | |
| 37 | LPL | Lg Display Co Ltd-adr | 股票-其他 | 0.37% | — | -54.37% | |
| 38 | ✓ | Sky Solar Hldgs LTD | 股票-其他 | 0.08% | -0.12% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SHOP | Shopify INC - Class A | +5.2% | +148.16% | 加仓 |
| 2 | NVDA | Nvidia CORP | +4.5% | +585.71% | 加仓 |
| 3 | CHKP | Check Point Software Technologies Ltd. | +2.4% | +344.76% | 加仓 |
| 4 | LITE | Lumentum Holdings INC | +2.3% | +71.22% | 加仓 |
| 5 | TSLA | Tesla INC | +2.3% | +44.53% | 加仓 |
| 6 | FNSR | Finisar Corporation | +1.1% | +90.59% | 加仓 |
| 7 | FTNT | Fortinet INC | +0.6% | +233.33% | 加仓 |
| 8 | STM | Stmicroelectronics Nv-ny Shs | +0.6% | +121.69% | 加仓 |
| 9 | NFLX | Netflix INC | +0.6% | +69.21% | 加仓 |
| 10 | WDAY | Workday Inc-class A | +0.5% | +50.61% | 加仓 |
| 11 | VSLR | Vivint Solar INC | +0.3% | -10.10% | 减仓 |
| 12 | VIAV | Viavi Solutions INC | +0.2% | +53.93% | 加仓 |
| 13 | BIDU | Baidu INC - Spon Adr | +0.2% | +110.58% | 加仓 |
| 14 | CSIQ | Canadian Solar INC | +0.2% | +18.63% | 加仓 |
| 15 | NPTNEUR | Neophotonics CORP | +0.1% | +78.94% | 加仓 |
| 16 | ✓ | Sky Solar Hldgs LTD | -0.1% | +17.31% | 加仓 |
| 17 | CHLUSD | China Mobile Ltd-spon Adr | -0.2% | +39.46% | 加仓 |
| 18 | RUN | Sunrun INC | -0.2% | +1.61% | 加仓 |
| 19 | ✓ | Oclaro INC | -0.3% | +33.85% | 加仓 |
| 20 | TWXCHF | Time Warner INC | -0.3% | +14.77% | 加仓 |
| 21 | ✓ | 8point3 Energy Partners LP | -0.4% | +12.65% | 加仓 |
| 22 | MU | Micron Technology INC | -0.4% | +29.96% | 加仓 |
| 23 | DQ | Daqo New Energy Corp-adr | -0.4% | +5.04% | 加仓 |
| 24 | CYEUR | Cypress Semiconductor CORP | -0.5% | +9.39% | 加仓 |
| 25 | GSUM | Gridsum Holding Inc-adr | -0.5% | +30.70% | 加仓 |
| 26 | LPL | Lg Display Co Ltd-adr | -0.6% | -54.37% | 减仓 |
| 27 | FN | Fabrinet | -0.6% | +17.22% | 加仓 |
| 28 | HIMX | Himax Technologies Inc-adr | -0.9% | -5.23% | 减仓 |
| 29 | AAPL | Apple INC | -1.1% | -55.00% | 减仓 |
| 30 | ✓ | TerraForm Global, Inc. Class A | -1.5% | -25.59% | 减仓 |
| 31 | WDC | Western Digital CORP | -2.6% | -53.17% | 减仓 |
| 32 | STX | Seagate Technology Holdings plc | — | EXIT | 清仓 |
| 33 | FFIV | F5 INC | — | EXIT | 清仓 |
| 34 | NOW | Servicenow INC | — | EXIT | 清仓 |
| 35 | VZ | Verizon Communications INC | — | NEW | 新建仓 |
| 36 | CRM | Salesforce INC | — | EXIT | 清仓 |
| 37 | COHREUR | Coherent INC | — | NEW | 新建仓 |
| 38 | MSFT | Microsoft CORP | — | EXIT | 清仓 |
| 39 | CIEN | Ciena CORP | — | NEW | 新建仓 |
| 40 | VSH | Vishay Intertechnology INC | — | NEW | 新建仓 |
| 41 | AEIS | Advanced Energy Industries | — | EXIT | 清仓 |
| 42 | XLNXEUR | Xilinx INC | — | EXIT | 清仓 |
| 43 | ANETEUR | Arista Networks INC | — | NEW | 新建仓 |
| 44 | JKS | Jinkosolar Holding Co-adr | — | NEW | 新建仓 |
| 45 | IPHI | Inphi CORP | — | NEW | 新建仓 |
| 46 | ✓ | Nimble Storage, Inc. | — | EXIT | 清仓 |