CIK: 0001591799
申报总市值
—
| # | 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 | SUNEQUSD | Sunedison INC | 股票-其他 | 13.54% | -6.28% | EXIT | |
| 2 | TWTRUSD | Twitter INC | 股票-其他 | 7.59% | -3.32% | EXIT | |
| 3 | META | Meta Platforms Inc-class A | 股票-通信服务 | 6.99% | -8.36% | EXIT | |
| 4 | PEGIEUR | Pattern Energy Group INC -a | 股票-其他 | 6.56% | — | +7.34% | |
| 5 | ✓ | Cbs CORP New | 股票-其他 | 5.83% | — | — | |
| 6 | AAPL | Apple INC | 股票-科技 | 5.43% | -7.55% | EXIT | |
| 7 | TSLA | Tesla INC | 股票-周期性消费 | 5.14% | -1.70% | EXIT | |
| 8 | AMT | American Tower CORP | 股票-房地产 | 4.84% | -6.78% | EXIT | |
| 9 | CRM | Salesforce INC | 股票-科技 | 4.46% | -3.78% | EXIT | |
| 10 | BWA | Borgwarner INC | 股票-周期性消费 | 4.44% | — | +59.74% | |
| 11 | BKNG | Booking Hldgs INC | 股票-周期性消费 | 4.44% | — | +0.89% | |
| 12 | MA | Mastercard INC - A | 股票-金融 | 4.29% | — | +36.79% | |
| 13 | NFLX | Netflix INC | 股票-通信服务 | 4.10% | — | +9.00% | |
| 14 | ✓ | Pandora Media INC | 股票-其他 | 3.90% | — | +32.08% | |
| 15 | ✓ | Solarcity CORP | 股票-其他 | 3.71% | — | +88.92% | |
| 16 | ✓ | Cree INC | 股票-其他 | 3.03% | — | +322.29% | |
| 17 | NOW | Servicenow INC | 股票-科技 | 2.46% | -2.51% | EXIT | |
| 18 | AMD | Advanced Micro Devices, Inc. | 股票-科技 | 1.82% | — | +8.97% | |
| 19 | PLUG | Plug Power INC | 股票-工业 | 1.48% | — | +742.69% | |
| 20 | ✓ | Abengoa Yield PLC | 股票-其他 | 1.21% | — | — | |
| 21 | ✓ | Yingli Green Energy Hldg Co | 股票-其他 | 1.19% | — | — | |
| 22 | AMAT | Applied Materials INC | 股票-科技 | 1.17% | — | — | |
| 23 | ✓ | Verifone Sys INC | 股票-其他 | 1.13% | — | — | |
| 24 | ✓ | Ja Solar Holdings Co LTD | 股票-其他 | 0.59% | — | — | |
| 25 | ✓ | Marketo INC | 股票-其他 | 0.55% | — | — | |
| 26 | ASYS | Amtech Systems INC | 股票-其他 | 0.14% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | SUNEQUSD | Sunedison INC | +9.8% | +237.34% | 加仓 |
| 2 | TSLA | Tesla INC | +4.3% | +487.00% | 加仓 |
| 3 | ✓ | Cree INC | +2.1% | +322.29% | 加仓 |
| 4 | ✓ | Solarcity CORP | +1.8% | +88.92% | 加仓 |
| 5 | BWA | Borgwarner INC | +1.5% | +59.74% | 加仓 |
| 6 | PLUG | Plug Power INC | +1.2% | +742.69% | 加仓 |
| 7 | PEGIEUR | Pattern Energy Group INC -a | +1% | +7.34% | 加仓 |
| 8 | NFLX | Netflix INC | +0.8% | +9.00% | 加仓 |
| 9 | MA | Mastercard INC - A | +0.7% | +36.79% | 加仓 |
| 10 | ✓ | Pandora Media INC | +0.5% | +32.08% | 加仓 |
| 11 | META | Meta Platforms Inc-class A | +0.4% | +5.64% | 加仓 |
| 12 | NOW | Servicenow INC | +0.2% | +14.41% | 加仓 |
| 13 | AMD | Advanced Micro Devices, Inc. | +0.1% | +8.97% | 加仓 |
| 14 | BKNG | Booking Hldgs INC | -0.4% | +0.89% | 加仓 |
| 15 | CRM | Salesforce INC | -0.4% | -0.16% | 减仓 |
| 16 | AMT | American Tower CORP | -2.3% | -30.81% | 减仓 |
| 17 | TWTRUSD | Twitter INC | — | NEW | 新建仓 |
| 18 | VZ | Verizon Communications INC | — | EXIT | 清仓 |
| 19 | ✓ | Cbs CORP New | — | NEW | 新建仓 |
| 20 | AAPL | Apple INC | — | NEW | 新建仓 |
| 21 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 22 | CSX | Csx CORP | — | EXIT | 清仓 |
| 23 | CHRW | C.h. Robinson Worldwide INC | — | EXIT | 清仓 |
| 24 | V | Visa Inc-class A Shares | — | EXIT | 清仓 |
| 25 | GOOG | Alphabet A | — | EXIT | 清仓 |
| 26 | TXT | Textron INC | — | EXIT | 清仓 |
| 27 | FFIV | F5 INC | — | EXIT | 清仓 |
| 28 | RXT | Rackspace Technology, Inc. | — | EXIT | 清仓 |
| 29 | ETN | Eaton Corporation plc | — | EXIT | 清仓 |
| 30 | BB | Blackberry LTD | — | EXIT | 清仓 |
| 31 | ✓ | Abengoa Yield PLC | — | NEW | 新建仓 |
| 32 | ✓ | Yingli Green Energy Hldg Co | — | NEW | 新建仓 |
| 33 | AMAT | Applied Materials INC | — | NEW | 新建仓 |
| 34 | ✓ | Verifone Sys INC | — | NEW | 新建仓 |
| 35 | ✓ | Ja Solar Holdings Co LTD | — | NEW | 新建仓 |
| 36 | ✓ | Marketo INC | — | NEW | 新建仓 |
| 37 | ASYS | Amtech Systems INC | — | NEW | 新建仓 |