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 | AMZN | Amazon.com INC | 股票-周期性消费 | 9.47% | — | +1346.59% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通信服务 | 7.82% | +4.18% | NEW | |
| 3 | MSFT | Microsoft CORP | 股票-科技 | 6.66% | — | +100.07% | |
| 4 | SNOW | Snowflake INC | 股票-科技 | 4.41% | — | +225.13% | |
| 5 | HOOD | Robinhood Markets INC - A | 股票-金融 | 4.32% | -2.32% | +150.92% | |
| 6 | FUTU | Futu Holdings Ltd-adr | 股票-金融 | 3.32% | — | +76.74% | |
| 7 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.19% | +5.74% | — | |
| 8 | PANW | Palo Alto Networks INC | 股票-科技 | 3.01% | — | — | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-加密货币 | 2.28% | — | — | |
| 10 | AVGO | Broadcom INC | 股票-科技 | 2.26% | -2.17% | EXIT | |
| 11 | TWLO | Twilio INC - A | 股票-科技 | 2.16% | — | +7328.18% | |
| 12 | MPWR | Monolithic Power Systems INC | 股票-科技 | 1.91% | — | — | |
| 13 | INTC | Intel CORP | 股票-科技 | 1.89% | +1.50% | +6184.00% | |
| 14 | SHW | Sherwin-williams Co/the | 股票-原材料 | 1.67% | — | +455.04% | |
| 15 | DECK | Deckers Outdoor CORP | 股票-周期性消费 | 1.59% | — | +666.07% | |
| 16 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.58% | — | — | |
| 17 | ✓ | On Hldg AG | 股票-其他 | 1.52% | — | +208.80% | |
| 18 | GS | Goldman Sachs Group INC | 股票-金融 | 1.52% | — | — | |
| 19 | TCOM | Trip.com Group Ltd-adr | 股票-周期性消费 | 1.42% | -2.60% | +8564.69% | |
| 20 | NTRA | Natera INC | 股票-医疗保健 | 1.33% | — | +1226.23% | |
| 21 | LIN | Linde plc | 股票-原材料 | 1.32% | +1.42% | +327.80% | |
| 22 | WDC | Western Digital CORP | 股票-科技 | 1.31% | — | — | |
| 23 | RDDT | Reddit Inc-cl A | 股票-通信服务 | 1.30% | — | — | |
| 24 | AAPL | Apple INC | 股票-科技 | 1.29% | — | — | |
| 25 | AMBA | Ambarella, Inc. | 股票-科技 | 1.27% | — | — | |
| 26 | HCA | Hca Healthcare INC | 股票-医疗保健 | 1.26% | — | — | |
| 27 | PH | Parker Hannifin CORP | 股票-工业 | 1.15% | — | — | |
| 28 | IBKR | Interactive Brokers Gro-cl A | 股票-金融 | 1.09% | — | — | |
| 29 | DUOL | Duolingo | 股票-科技 | 1.06% | — | — | |
| 30 | DDOG | Datadog INC - Class A | 股票-科技 | 1.05% | -2.05% | EXIT | |
| 31 | MU | Micron Technology INC | 股票-科技 | 1.04% | +9.55% | NEW | |
| 32 | MDB | Mongodb INC | 股票-科技 | 0.99% | -1.21% | EXIT | |
| 33 | AAP | Advance Auto Parts INC | 股票-周期性消费 | 0.97% | — | +74.03% | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.96% | — | — | |
| 35 | TPR | Tapestry INC | 股票-周期性消费 | 0.93% | — | — | |
| 36 | HD | Home Depot INC | 股票-周期性消费 | 0.85% | -1.17% | EXIT | |
| 37 | TTD | Trade Desk Inc/the -class A | 股票-通信服务 | 0.81% | — | — | |
| 38 | AS | Amer Sports, Inc. | 股票-周期性消费 | 0.77% | — | +272.65% | |
| 39 | VEEV | Veeva Systems Inc-class A | 股票-医疗保健 | 0.75% | -1.18% | EXIT | |
| 40 | CRM | Salesforce INC | 股票-科技 | 0.74% | — | -80.51% | |
| 41 | VOO | Vanguard S&P 500 ETF | ETF-大型股与成长 | 0.71% | — | +201.51% | |
| 42 | XYZ | Block INC | 股票-金融 | 0.68% | — | +827.59% | |
| 43 | LI | Li Auto INC - Adr | 股票-其他 | 0.67% | — | +13.73% | |
| 44 | HTHT | H World Group Ltd-adr | 股票-其他 | 0.66% | — | — | |
| 45 | RACE | Ferrari N.V. | 股票-周期性消费 | 0.63% | — | — | |
| 46 | U | Unity Software INC | 股票-科技 | 0.62% | -1.26% | +858.00% | |
| 47 | BABA | Alibaba Group Holding-sp Adr | 股票-周期性消费 | 0.62% | +2.51% | NEW | |
| 48 | NTES | Netease Inc-adr | 股票-通信服务 | 0.60% | — | — | |
| 49 | ASHR | Xtrackers Harvest Csi 300 Ch | ETF-其他 | 0.58% | — | — | |
| 50 | ULTA | Ulta Beauty INC | 股票-周期性消费 | 0.58% | — | — |