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 | 23.17% | +12.86% | — | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 13.95% | +1.16% | — | |
| 3 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 13.05% | — | — | |
| 4 | AMZN | Amazon.com INC | 股票-周期性消费 | 11.55% | -13.97% | EXIT | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 10.32% | -6.79% | EXIT | |
| 6 | BA | Boeing Co/the | 股票-工业 | 9.54% | — | +100.00% | |
| 7 | AAPL | Apple INC | 股票-科技 | 6.28% | — | -51.81% | |
| 8 | NOW | Servicenow INC | 股票-科技 | 6.13% | — | — | |
| 9 | CRM | Salesforce INC | 股票-科技 | 6.01% | — | — |