CIK: 0001652062
申报总市值
US$9.2亿
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 36.50% | +2.51% | NEW | |
| 2 | ✓ | 股票-其他 | 31.86% | — | +53.81% | ||
| 3 | SWKS | Skyworks Solutions INC | 股票-科技 | 10.71% | — | — | |
| 4 | ZTO | Zto Express Cayman Inc-adr | 股票-其他 | 9.12% | — | +196.05% | |
| 5 | VIPS | Vipshop Holdings LTD - Adr | 股票-周期性消费 | 4.06% | — | — | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 2.59% | — | — | |
| 7 | ✓ | Huami CORP | 股票-其他 | 2.57% | — | — | |
| 8 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 1.14% | — | — | |
| 9 | OLED | Universal Display CORP | 股票-科技 | 0.66% | — | — | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 0.32% | +1.17% | — | |
| 11 | INTC | Intel CORP | 股票-科技 | 0.17% | +1.50% | — | |
| 12 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.14% | — | — | |
| 13 | NFLX | Netflix INC | 股票-通信服务 | 0.10% | — | — | |
| 14 | BEDUUSD | Bright Scholar Education-adr | 股票-其他 | 0.07% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZTO | Zto Express Cayman Inc-adr | -1.2% | +196.05% | 加仓 |
| 2 | ✓ | -31.5% | +53.81% | 加仓 | |
| 3 | BABA | Alibaba Group Holding-sp Adr | — | NEW | 新建仓 |
| 4 | SWKS | Skyworks Solutions INC | — | NEW | 新建仓 |
| 5 | EDU | New Oriental Education & Technology Group Inc. | — | EXIT | 清仓 |
| 6 | VIPS | Vipshop Holdings LTD - Adr | — | NEW | 新建仓 |
| 7 | MSFT | Microsoft CORP | — | NEW | 新建仓 |
| 8 | ✓ | Huami CORP | — | NEW | 新建仓 |
| 9 | STM | Stmicroelectronics Nv-ny Shs | — | NEW | 新建仓 |
| 10 | OLED | Universal Display CORP | — | NEW | 新建仓 |
| 11 | SIMO | Silicon Motion Technol-adr | — | EXIT | 清仓 |
| 12 | HIMX | Himax Technologies Inc-adr | — | EXIT | 清仓 |
| 13 | ASML | ASML Holding N.V. | — | NEW | 新建仓 |
| 14 | INTC | Intel CORP | — | NEW | 新建仓 |
| 15 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 16 | NFLX | Netflix INC | — | NEW | 新建仓 |
| 17 | BEDUUSD | Bright Scholar Education-adr | — | NEW | 新建仓 |