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 | 19.07% | -9.66% | EXIT | |
| 2 | TSLA | Tesla INC | 股票-周期性消费 | 11.02% | -1.96% | EXIT | |
| 3 | NOW | Servicenow INC | 股票-科技 | 8.10% | -2.03% | EXIT | |
| 4 | SHOP | Shopify INC - Class A | 股票-科技 | 6.04% | — | -63.61% | |
| 5 | VIAV | Viavi Solutions INC | 股票-科技 | 4.82% | -4.56% | EXIT | |
| 6 | CSIQ | Canadian Solar INC | 股票-其他 | 4.65% | -4.22% | EXIT | |
| 7 | NVDA | Nvidia CORP | 股票-科技 | 3.76% | — | -56.25% | |
| 8 | ✓ | 8point3 Energy Partners LP | 股票-其他 | 3.41% | -3.58% | EXIT | |
| 9 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 2.92% | -2.48% | EXIT | |
| 10 | RUN | Sunrun INC | 股票-科技 | 2.87% | -4.29% | EXIT | |
| 11 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 2.73% | -3.23% | EXIT | |
| 12 | MU | Micron Technology INC | 股票-科技 | 2.44% | -2.97% | EXIT | |
| 13 | FNSR | Finisar Corporation | 股票-其他 | 2.40% | -1.26% | EXIT | |
| 14 | FN | Fabrinet | 股票-科技 | 2.34% | -3.82% | EXIT | |
| 15 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 2.26% | — | -20.43% | |
| 16 | WDAY | Workday Inc-class A | 股票-科技 | 2.11% | — | -42.26% | |
| 17 | ✓ | TerraForm Global, Inc. Class A | 股票-其他 | 1.98% | — | -6.14% | |
| 18 | IPHI | Inphi CORP | 股票-其他 | 1.78% | -3.54% | EXIT | |
| 19 | RHT1EUR | Red Hat INC | 股票-其他 | 1.67% | -1.40% | EXIT | |
| 20 | VSLR | Vivint Solar INC | 股票-其他 | 1.35% | -2.57% | EXIT | |
| 21 | NPTNEUR | Neophotonics CORP | 股票-其他 | 1.34% | -2.80% | EXIT | |
| 22 | VSH | Vishay Intertechnology INC | 股票-其他 | 1.28% | — | -6.23% | |
| 23 | ✓ | Jinkosolar Hldg Co LTD | 股票-其他 | 1.25% | — | — | |
| 24 | GSUM | Gridsum Holding Inc-adr | 股票-其他 | 1.18% | -1.10% | EXIT | |
| 25 | SEDG | Solaredge Technologies INC | 股票-科技 | 1.18% | — | — | |
| 26 | AAOI | Applied Optoelectronics INC | 股票-科技 | 1.14% | — | — | |
| 27 | COHR | Coherent Corp. | 股票-科技 | 1.10% | — | — | |
| 28 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 1.08% | -0.77% | EXIT | |
| 29 | FTNT | Fortinet INC | 股票-科技 | 0.83% | -2.98% | EXIT | |
| 30 | ✓ | Oclaro INC | 股票-其他 | 0.77% | -1.23% | EXIT | |
| 31 | AMD | Advanced Micro Devices | 股票-科技 | 0.40% | -0.13% | EXIT | |
| 32 | SPWRQ | Sunpower CORP | 股票-其他 | 0.32% | -0.65% | EXIT | |
| 33 | LPL | Lg Display Co Ltd-adr | 股票-其他 | 0.28% | — | -30.44% | |
| 34 | ✓ | Sky Solar Hldgs LTD | 股票-其他 | 0.12% | -0.12% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings INC | +8.1% | +40.33% | 加仓 |
| 2 | HIMX | Himax Technologies Inc-adr | +1.6% | +28.50% | 加仓 |
| 3 | CSIQ | Canadian Solar INC | +1.4% | +1.94% | 加仓 |
| 4 | IPHI | Inphi CORP | +1.3% | +145.76% | 加仓 |
| 5 | TSLA | Tesla INC | +1.2% | -8.95% | 减仓 |
| 6 | ✓ | 8point3 Energy Partners LP | +1.1% | +15.15% | 加仓 |
| 7 | DQ | Daqo New Energy Corp-adr | +0.7% | -20.43% | 减仓 |
| 8 | GSUM | Gridsum Holding Inc-adr | +0.5% | +12.57% | 加仓 |
| 9 | VSH | Vishay Intertechnology INC | +0.4% | -6.23% | 减仓 |
| 10 | ✓ | TerraForm Global, Inc. Class A | +0.3% | -6.14% | 减仓 |
| 11 | NPTNEUR | Neophotonics CORP | +0.2% | +24.25% | 加仓 |
| 12 | CHLUSD | China Mobile Ltd-spon Adr | +0.1% | -17.62% | 减仓 |
| 13 | ✓ | Sky Solar Hldgs LTD | 0% | -4.25% | 减仓 |
| 14 | RUN | Sunrun INC | 0% | -0.92% | 减仓 |
| 15 | VIAV | Viavi Solutions INC | 0% | -15.25% | 减仓 |
| 16 | VSLR | Vivint Solar INC | -0.1% | +24.54% | 加仓 |
| 17 | LPL | Lg Display Co Ltd-adr | -0.1% | -30.44% | 减仓 |
| 18 | FTNT | Fortinet INC | -0.3% | -42.50% | 减仓 |
| 19 | WDAY | Workday Inc-class A | -0.5% | -42.26% | 减仓 |
| 20 | FN | Fabrinet | -0.6% | -30.23% | 减仓 |
| 21 | STM | Stmicroelectronics Nv-ny Shs | -1% | -69.79% | 减仓 |
| 22 | ✓ | Oclaro INC | -1.1% | -65.62% | 减仓 |
| 23 | NVDA | Nvidia CORP | -1.6% | -56.25% | 减仓 |
| 24 | MU | Micron Technology INC | -2.2% | -69.49% | 减仓 |
| 25 | FNSR | Finisar Corporation | -2.8% | -58.69% | 减仓 |
| 26 | SHOP | Shopify INC - Class A | -3.5% | -63.61% | 减仓 |
| 27 | NOW | Servicenow INC | — | NEW | 新建仓 |
| 28 | NFLX | Netflix INC | — | EXIT | 清仓 |
| 29 | CHKP | Check Point Software Technologies Ltd. | — | EXIT | 清仓 |
| 30 | VZ | Verizon Communications INC | — | EXIT | 清仓 |
| 31 | COHREUR | Coherent INC | — | EXIT | 清仓 |
| 32 | TWXCHF | Time Warner INC | — | EXIT | 清仓 |
| 33 | WDC | Western Digital CORP | — | EXIT | 清仓 |
| 34 | CYEUR | Cypress Semiconductor CORP | — | EXIT | 清仓 |
| 35 | RHT1EUR | Red Hat INC | — | NEW | 新建仓 |
| 36 | CIEN | Ciena CORP | — | EXIT | 清仓 |
| 37 | ✓ | Jinkosolar Hldg Co LTD | — | NEW | 新建仓 |
| 38 | SEDG | Solaredge Technologies INC | — | NEW | 新建仓 |
| 39 | AAOI | Applied Optoelectronics INC | — | NEW | 新建仓 |
| 40 | COHR | Coherent Corp. | — | NEW | 新建仓 |
| 41 | ANETEUR | Arista Networks INC | — | EXIT | 清仓 |
| 42 | BIDU | Baidu INC - Spon Adr | — | EXIT | 清仓 |
| 43 | AAPL | Apple INC | — | EXIT | 清仓 |
| 44 | JKS | Jinkosolar Holding Co-adr | — | EXIT | 清仓 |
| 45 | AMD | Advanced Micro Devices | — | NEW | 新建仓 |
| 46 | SPWRQ | Sunpower CORP | — | NEW | 新建仓 |