CIK: 0001807902
申报总市值
US$5.8亿
| # | 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 | NVDA | Nvidia CORP | 股票-科技 | 25.17% | +12.86% | -5.32% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 23.40% | +1.16% | +22.21% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 14.29% | -13.97% | EXIT | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 6.01% | -6.79% | EXIT | |
| 5 | NOW | Servicenow INC | 股票-科技 | 5.16% | — | — | |
| 6 | TDY | Teledyne Technologies INC | 股票-科技 | 5.13% | — | +94.62% | |
| 7 | CARR | Carrier Global CORP | 股票-工业 | 4.86% | — | +41.02% | |
| 8 | SNOW | Snowflake INC | 股票-科技 | 4.67% | — | — | |
| 9 | CRM | Salesforce INC | 股票-科技 | 4.54% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 4.37% | — | — | |
| 11 | NEM | Newmont CORP | 股票-原材料 | 2.40% | — | — |