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 | 44.87% | +12.86% | +23.43% | |
| 2 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 9.73% | +1.16% | -56.07% | |
| 3 | AMZN | Amazon.com INC | 股票-周期性消费 | 9.07% | -13.97% | EXIT | |
| 4 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 8.50% | +2.96% | — | |
| 5 | SNOW | Snowflake INC | 股票-科技 | 7.51% | — | — | |
| 6 | CRM | Salesforce INC | 股票-科技 | 7.15% | — | -23.78% | |
| 7 | NOW | Servicenow INC | 股票-科技 | 6.75% | — | -24.53% | |
| 8 | MSFT | Microsoft CORP | 股票-科技 | 6.42% | -6.79% | EXIT |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | — | NEW | 新建仓 |
| 2 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建仓 |
| 3 | AMZN | Amazon.com INC | — | NEW | 新建仓 |
| 4 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建仓 |
| 5 | SNOW | Snowflake INC | — | NEW | 新建仓 |
| 6 | CRM | Salesforce INC | — | NEW | 新建仓 |
| 7 | NOW | Servicenow INC | — | NEW | 新建仓 |
| 8 | MSFT | Microsoft CORP | — | NEW | 新建仓 |