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 | MSFT | Microsoft CORP | 股票-科技 | 40.34% | — | +1197.76% | |
| 2 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 10.65% | — | — | |
| 3 | ENPH | Enphase Energy INC | 股票-科技 | 6.36% | — | — | |
| 4 | ATVIEUR | Activision Blizzard INC | 股票-通信服务 | 5.89% | — | — | |
| 5 | SEDG | Solaredge Technologies INC | 股票-科技 | 5.72% | — | — | |
| 6 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-其他 | 5.24% | — | -79.08% | |
| 7 | MDB | Mongodb INC | 股票-科技 | 4.11% | -1.21% | EXIT | |
| 8 | ✓ | 股票-其他 | 3.37% | — | — | ||
| 9 | TSLA | Tesla INC | 股票-周期性消费 | 2.97% | — | — | |
| 10 | JKS | Jinkosolar Holding Co-adr | 股票-其他 | 2.84% | — | — | |
| 11 | STNG | Scorpio Tankers Inc. | 股票-其他 | 2.80% | — | — | |
| 12 | SQM | Quimica Y Minera Chil-sp Adr | 股票-其他 | 1.70% | — | -1.44% | |
| 13 | ✓ | Ferroglobe PLC | 股票-其他 | 1.56% | — | — | |
| 14 | YMM | Full Truck Alliance -spn Adr | 股票-其他 | 1.48% | — | — | |
| 15 | AMZN | Amazon.com INC | 股票-周期性消费 | 0.97% | — | +420.90% | |
| 16 | COHR | Coherent Corp. | 股票-科技 | 0.75% | — | — | |
| 17 | ALB | Albemarle CORP | 股票-原材料 | 0.65% | — | -47.47% | |
| 18 | XLP | Ss Consumer Staples Sel Sect | ETF-其他 | 0.60% | — | -96.60% | |
| 19 | MRVL | Marvell Technology INC | 股票-科技 | 0.43% | — | -87.53% | |
| 20 | AMD | Advanced Micro Devices | 股票-科技 | 0.39% | +3.53% | NEW | |
| 21 | UBER | Uber Technologies INC | 股票-工业 | 0.30% | — | — | |
| 22 | NVDA | Nvidia CORP | 股票-科技 | 0.22% | -4.05% | -72.11% | |
| 23 | XYZ | Block INC | 股票-金融 | 0.21% | — | +25.00% | |
| 24 | WDAY | Workday Inc-class A | 股票-科技 | 0.13% | — | -79.38% | |
| 25 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.12% | — | — | |
| 26 | COUPEUR | Coupa Software INC | 股票-其他 | 0.07% | — | — | |
| 27 | SPLKCHF | Splunk INC | 股票-其他 | 0.06% | — | — | |
| 28 | LAW | Cs Disco INC | 股票-其他 | 0.05% | — | — |