CIK: 0001643792
申报总市值
US$138.2万
| # | 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 | PYPL | Paypal Holdings INC | 股票-金融 | 7.24% | — | +116.83% | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 6.82% | — | +100.00% | |
| 3 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 6.01% | — | +117.36% | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 4.97% | — | +20.78% | |
| 5 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 4.27% | — | +100.00% | |
| 6 | AMZN | Amazon.com INC | 股票-周期性消费 | 4.10% | — | +30.77% | |
| 7 | COO | The Cooper Companies, Inc. | 股票-医疗保健 | 3.92% | — | +100.00% | |
| 8 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 3.74% | — | +53.30% | |
| 9 | MA | Mastercard INC - A | 股票-金融 | 3.56% | — | — | |
| 10 | MSFT | Microsoft CORP | 股票-科技 | 3.19% | — | — | |
| 11 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.83% | — | -16.15% | |
| 12 | BFAM | Bright Horizons Family Solut | 股票-周期性消费 | 2.70% | — | — | |
| 13 | FRCB | First Republic Bank/ca | 股票-金融 | 2.66% | — | — | |
| 14 | NOVAQ | Sunnova Energy International | 股票-其他 | 2.62% | — | -30.59% | |
| 15 | NUANEUR | Nuance Communications INC | 股票-其他 | 2.32% | — | +29.80% | |
| 16 | EWBC | East West Bancorp INC | 股票-金融 | 2.28% | — | +35.94% | |
| 17 | NDAQ | Nasdaq INC | 股票-金融 | 2.20% | — | +13.71% | |
| 18 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 2.13% | — | — | |
| 19 | HDB | Hdfc Bank Ltd-adr | 股票-金融 | 2.10% | — | — | |
| 20 | ALB | Albemarle CORP | 股票-原材料 | 2.06% | — | — | |
| 21 | LLY | Eli Lilly & Co | 股票-医疗保健 | 2.01% | — | — | |
| 22 | FIS | Fidelity National Info Serv | 股票-科技 | 1.98% | — | — | |
| 23 | SCI | Service CORP International | 股票-周期性消费 | 1.98% | — | — | |
| 24 | HD | Home Depot INC | 股票-周期性消费 | 1.95% | — | — | |
| 25 | ABT | Abbott Laboratories | 股票-医疗保健 | 1.90% | — | — | |
| 26 | NVDA | Nvidia CORP | 股票-科技 | 1.89% | — | — | |
| 27 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 1.81% | — | — | |
| 28 | XYL | Xylem INC | 股票-工业 | 1.63% | — | -17.49% | |
| 29 | GPK | Graphic Packaging Holding Co | 股票-周期性消费 | 1.56% | — | -31.48% | |
| 30 | SEDG | Solaredge Technologies INC | 股票-科技 | 1.37% | — | — | |
| 31 | AMRC | Ameresco Inc-cl A | 股票-其他 | 1.16% | — | — | |
| 32 | BAX | Baxter International INC | 股票-医疗保健 | 1.12% | — | — | |
| 33 | SIVBEUR | Svb Financial Group | 股票-其他 | 1.09% | — | -51.28% | |
| 34 | LOPE | Grand Canyon Education INC | 股票-非周期性消费 | 1.07% | — | — | |
| 35 | SFM | Sprouts Farmers Market INC | 股票-非周期性消费 | 0.97% | — | -35.72% | |
| 36 | AAPL | Apple INC | 股票-科技 | 0.94% | — | -66.20% | |
| 37 | TREX | Trex Company INC | 股票-工业 | 0.94% | — | -56.57% | |
| 38 | YETI | Yeti Holdings INC | 股票-周期性消费 | 0.71% | — | -13.04% | |
| 39 | GLD | Spdr Gold Shares | ETF-避险与商品 | 0.69% | — | -4.55% | |
| 40 | OEF | Ishares S&p 100 ETF | ETF-其他 | 0.63% | — | -50.00% | |
| 41 | AKO-B | Embotelladora Andina-adr B | 股票-其他 | 0.44% | — | — | |
| 42 | MFS1EUR | Welbilt INC | 股票-其他 | 0.24% | — | — | |
| 43 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.20% | — | — |