CIK: 0001511881
申报总市值
US$15.0亿
| # | 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 | SCHW | Schwab (charles) CORP | 股票-金融 | 28.92% | — | -7.58% | |
| 2 | BAC | Bank Of America CORP | 股票-金融 | 25.58% | — | +2.86% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 21.37% | -12.01% | EXIT | |
| 4 | BAC | Bank of America Corporation | 股票-金融 | 7.89% | — | — | |
| 5 | SPGI | S&p Global INC | 股票-金融 | 7.19% | — | -23.24% | |
| 6 | TSLA | Tesla INC | 股票-周期性消费 | 5.50% | — | — | |
| 7 | WFC | Wells Fargo & Company | 股票-金融 | 3.54% | — | -1.04% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | BAC | Bank Of America CORP | +1.4% | +2.86% | 加仓 |
| 2 | BAC | Bank of America Corporation | +0.5% | — | 不变 |
| 3 | WFC | Wells Fargo & Company | 0% | -1.04% | 减仓 |
| 4 | SCHW | Schwab (charles) CORP | -0.8% | -7.58% | 减仓 |
| 5 | SPGI | S&p Global INC | -1.2% | -23.24% | 减仓 |
| 6 | WFC | Wells Fargo & Co | -2.8% | -11.12% | 减仓 |
| 7 | TSLA | Tesla INC | — | NEW | 新建仓 |
| 8 | CHTR | Charter Communications Inc-a | — | EXIT | 清仓 |