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 | 32.32% | — | +19.15% | |
| 2 | WFC | Wells Fargo & Co | 股票-金融 | 21.40% | -12.01% | EXIT | |
| 3 | BAC | Bank Of America CORP | 股票-金融 | 18.43% | — | -32.57% | |
| 4 | BAC | Bank of America Corporation | 股票-金融 | 10.11% | — | — | |
| 5 | TSLA | Tesla INC | 股票-周期性消费 | 8.33% | — | +56.44% | |
| 6 | SPGI | S&p Global INC | 股票-金融 | 6.89% | — | — | |
| 7 | WFC | Wells Fargo & Company | 股票-金融 | 2.51% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SCHW | Schwab (charles) CORP | +6.8% | +19.15% | 加仓 |
| 2 | TSLA | Tesla INC | +1.9% | +56.44% | 加仓 |
| 3 | BAC | Bank of America Corporation | +1.7% | — | 不变 |
| 4 | WFC | Wells Fargo & Co | +0.8% | +4.15% | 加仓 |
| 5 | WFC | Wells Fargo & Company | +0.3% | — | 不变 |
| 6 | SPGI | S&p Global INC | -0.1% | — | 不变 |
| 7 | BAC | Bank Of America CORP | -7.5% | -32.57% | 减仓 |
| 8 | JLL | Jones Lang Lasalle INC | — | EXIT | 清仓 |