CIK: 0001996154
申报总市值
US$15.3亿
| # | 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 | TSLA | Tesla INC | 股票-周期性消费 | 19.71% | -4.78% | +8.20% | |
| 2 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 14.64% | -6.19% | +8.48% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 13.96% | -3.65% | — | |
| 4 | RGTI | Rigetti Computing INC | 股票-科技 | 10.37% | -0.63% | -7.49% | |
| 5 | AVGO | Broadcom INC | 股票-科技 | 9.79% | -1.51% | — | |
| 6 | QBTS | D-wave Quantum INC | 股票-科技 | 7.62% | +0.27% | +12.14% | |
| 7 | ✓ | Ionq INC | 股票-其他 | 4.67% | — | — | |
| 8 | P | Everpure Inc-a | 股票-科技 | 3.42% | -0.44% | — | |
| 9 | ASML | ASML Holding N.V. | 股票-科技 | 2.77% | -0.17% | -14.71% | |
| 10 | RKLB | Rocket Lab Corporation | 股票-工业 | 2.38% | +0.33% | +94.17% | |
| 11 | APP | Applovin Corp-class A | 股票-科技 | 2.26% | -0.23% | — | |
| 12 | NTAP | Netapp INC | 股票-科技 | 1.80% | -0.06% | — | |
| 13 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 1.41% | -0.03% | — | |
| 14 | MDB | Mongodb INC | 股票-科技 | 1.40% | -0.14% | — | |
| 15 | ARM | Arm Holdings Plc-adr | 股票-科技 | 1.24% | +0.68% | — | |
| 16 | ORCL | Oracle CORP | 股票-科技 | 1.11% | -0.22% | — | |
| 17 | QUBT | Quantum Computing INC | 股票-其他 | 0.66% | -0.02% | -34.43% | |
| 18 | PANW | Palo Alto Networks INC | 股票-科技 | 0.59% | +0.18% | — | |
| 19 | TDC | Teradata CORP | 股票-科技 | 0.20% | — | -7.96% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | RGTI | Rigetti Computing INC | +4.2% | -7.49% | 减仓 |
| 2 | PLTR | Palantir Technologies Inc-a | +1.8% | +8.48% | 加仓 |
| 3 | TSLA | Tesla INC | +1.5% | +8.20% | 加仓 |
| 4 | RKLB | Rocket Lab Corporation | +1.4% | +94.17% | 加仓 |
| 5 | ✓ | Ionq INC | +1.2% | — | 不变 |
| 6 | APP | Applovin Corp-class A | +0.5% | — | 不变 |
| 7 | QBTS | D-wave Quantum INC | +0.5% | +12.14% | 减仓 |
| 8 | ORCL | Oracle CORP | 0% | — | 不变 |
| 9 | MDB | Mongodb INC | -0.2% | — | 不变 |
| 10 | TDC | Teradata CORP | -0.3% | -7.96% | 减仓 |
| 11 | P | Everpure Inc-a | -0.3% | — | 不变 |
| 12 | QUBT | Quantum Computing INC | -0.4% | -34.43% | 减仓 |
| 13 | PANW | Palo Alto Networks INC | -0.4% | — | 不变 |
| 14 | AVGO | Broadcom INC | -0.4% | — | 不变 |
| 15 | ARM | Arm Holdings Plc-adr | -0.7% | — | 不变 |
| 16 | NTAP | Netapp INC | -0.9% | — | 不变 |
| 17 | ASML | ASML Holding N.V. | -1.8% | -14.71% | 减仓 |
| 18 | NVDA | Nvidia CORP | -2.7% | — | 不变 |
| 19 | UNH | Unitedhealth Group INC | — | NEW | 新建仓 |
| 20 | SOUN | Soundhound Ai Inc-a | — | EXIT | 清仓 |
| 21 | MSFT | Microsoft CORP | — | EXIT | 清仓 |
| 22 | MRVL | Marvell Technology INC | — | EXIT | 清仓 |
| 23 | JBL | Jabil INC | — | EXIT | 清仓 |
| 24 | SNOW | Snowflake INC | — | EXIT | 清仓 |
| 25 | QMCO | Quantum CORP | — | EXIT | 清仓 |
| 26 | SKYT | Skywater Technology INC | — | EXIT | 清仓 |