CIK: 0001634047
申报总市值
—
仅显示前 200 大持股（共 987 只）
| # | 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 | KMI | Kinder Morgan INC | 股票-能源 | 1.14% | — | +0.30% | |
| 2 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 1.14% | — | +36.13% | |
| 3 | ROK | Rockwell Automation INC | 股票-工业 | 1.11% | — | +14.08% | |
| 4 | ENB | Enbridge INC | 股票-能源 | 1.10% | — | +4.40% | |
| 5 | WMB | Williams Cos INC | 股票-能源 | 1.08% | — | +2.08% | |
| 6 | TRP | Tc Energy CORP | 股票-能源 | 1.08% | — | +9.68% | |
| 7 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.06% | — | -13.99% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 1.04% | — | +10.49% | |
| 9 | AZTA | Azenta INC | 股票-其他 | 1.04% | — | +15.50% | |
| 10 | AVAV | Aerovironment INC | 股票-工业 | 1.03% | — | -2.70% | |
| 11 | I8R | Irobot CORP | 股票-其他 | 1.03% | — | -21.97% | |
| 12 | CGNX | Cognex CORP | 股票-科技 | 1.02% | — | +13.43% | |
| 13 | NOW | Servicenow INC | 股票-科技 | 1.01% | — | +22.90% | |
| 14 | IPGP | Ipg Photonics CORP | 股票-科技 | 0.98% | — | +18.33% | |
| 15 | ILMN | Illumina INC | 股票-医疗保健 | 0.96% | — | +0.37% | |
| 16 | SSYS | Stratasys Ltd. | 股票-其他 | 0.95% | — | +13.07% | |
| 17 | TER | Teradyne INC | 股票-科技 | 0.94% | — | +25.04% | |
| 18 | MTLS | Materialise Nv-adr | 股票-其他 | 0.92% | — | +109.53% | |
| 19 | EPD | Enterprise Products Partners | 股票-能源 | 0.91% | — | -2.64% | |
| 20 | NDSN | Nordson CORP | 股票-工业 | 0.90% | — | +54.36% | |
| 21 | QCOM | Qualcomm INC | 股票-科技 | 0.88% | — | +31.05% | |
| 22 | IRTC | Irhythm Holdings INC | 股票-医疗保健 | 0.86% | — | — | |
| 23 | NOVT | Novanta INC | 股票-其他 | 0.85% | — | +32.22% | |
| 24 | OMCL | Omnicell INC | 股票-医疗保健 | 0.85% | — | +21.86% | |
| 25 | PTC | Ptc INC | 股票-科技 | 0.85% | — | +15.06% | |
| 26 | NUANEUR | Nuance Communications INC | 股票-其他 | 0.85% | — | +22.91% | |
| 27 | OKE | Oneok INC | 股票-能源 | 0.84% | — | +0.84% | |
| 28 | FARO | Faro Technologies INC | 股票-其他 | 0.81% | — | +7.12% | |
| 29 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.81% | — | +17.20% | |
| 30 | DDD | 3d Systems CORP | 股票-其他 | 0.81% | — | -47.86% | |
| 31 | ✓ | Luminar Technologies INC | 股票-其他 | 0.80% | — | +141.92% | |
| 32 | DE | Deere & Co | 股票-工业 | 0.78% | — | -11.29% | |
| 33 | ✓ | 股票-其他 | 0.77% | — | +21.08% | ||
| 34 | VCRAUSD | Vocera Communications INC | 股票-其他 | 0.77% | — | -16.45% | |
| 35 | TRMB | Trimble INC | 股票-科技 | 0.74% | — | +2.65% | |
| 36 | MANH | Manhattan Associates INC | 股票-科技 | 0.73% | — | -21.51% | |
| 37 | ADSK | Autodesk INC | 股票-科技 | 0.68% | — | +13.15% | |
| 38 | MCHP | Microchip Technology INC | 股票-科技 | 0.67% | — | +2.40% | |
| 39 | ATO | Atmos Energy CORP | 股票-公用事业 | 0.65% | — | +19.88% | |
| 40 | AMBA | Ambarella, Inc. | 股票-科技 | 0.63% | — | +1.95% | |
| 41 | NI | Nisource INC | 股票-公用事业 | 0.63% | — | +15.95% | |
| 42 | APTV | Aptiv PLC | 股票-周期性消费 | 0.61% | — | -12.44% | |
| 43 | LNG | Cheniere Energy INC | 股票-能源 | 0.58% | — | -9.18% | |
| 44 | TDY | Teledyne Technologies INC | 股票-科技 | 0.58% | — | -13.98% | |
| 45 | ✓ | Hollysys Automation Tchngy L | 股票-其他 | 0.57% | — | -7.72% | |
| 46 | JBTM | Jbt Marel CORP | 股票-工业 | 0.57% | — | -9.34% | |
| 47 | PBA | Pembina Pipeline CORP | 股票-能源 | 0.57% | — | +0.37% | |
| 48 | RAVN | Raven Industries INC | 股票-其他 | 0.55% | — | -29.71% | |
| 49 | INTC | Intel CORP | 股票-科技 | 0.53% | — | +51.31% | |
| 50 | GMED | Globus Medical INC - A | 股票-医疗保健 | 0.53% | — | -10.78% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | Luminar Technologies INC | +0.2% | +141.92% | 加仓 |
| 2 | INTC | Intel CORP | +0.2% | +51.31% | 加仓 |
| 3 | NDSN | Nordson CORP | +0.2% | +54.36% | 加仓 |
| 4 | AMAT | Applied Materials INC | +0.2% | +308.64% | 加仓 |
| 5 | NOVT | Novanta INC | +0.2% | +32.22% | 加仓 |
| 6 | SSYS | Stratasys Ltd. | +0.1% | +13.07% | 加仓 |
| 7 | AZTA | Azenta INC | +0.1% | +15.50% | 加仓 |
| 8 | MTLS | Materialise Nv-adr | +0.1% | +109.53% | 加仓 |
| 9 | CSCO | Cisco Systems INC | +0.1% | +38.38% | 加仓 |
| 10 | TMO | Thermo Fisher Scientific INC | +0.1% | +230.93% | 加仓 |
| 11 | DDD | 3d Systems CORP | +0.1% | -47.86% | 减仓 |
| 12 | WRKUSD | Westrock Co | +0.1% | +108.09% | 加仓 |
| 13 | OKE | Oneok INC | +0.1% | +0.84% | 加仓 |
| 14 | PTC | Ptc INC | +0.1% | +15.06% | 加仓 |
| 15 | AVAV | Aerovironment INC | +0.1% | -2.70% | 减仓 |
| 16 | OMCL | Omnicell INC | +0.1% | +21.86% | 加仓 |
| 17 | HD | Home Depot INC | +0.1% | +43.42% | 加仓 |
| 18 | FARO | Faro Technologies INC | +0.1% | +7.12% | 加仓 |
| 19 | TER | Teradyne INC | 0% | +25.04% | 加仓 |
| 20 | ISRG | Intuitive Surgical INC | 0% | +36.13% | 加仓 |
| 21 | TRP | Tc Energy CORP | 0% | +9.68% | 加仓 |
| 22 | DE | Deere & Co | 0% | -11.29% | 减仓 |
| 23 | ATO | Atmos Energy CORP | 0% | +19.88% | 加仓 |
| 24 | KMI | Kinder Morgan INC | 0% | +0.30% | 加仓 |
| 25 | NUANEUR | Nuance Communications INC | 0% | +22.91% | 加仓 |
| 26 | NI | Nisource INC | 0% | +15.95% | 加仓 |
| 27 | PBA | Pembina Pipeline CORP | 0% | +0.37% | 加仓 |
| 28 | ROK | Rockwell Automation INC | — | +14.08% | 加仓 |
| 29 | WMB | Williams Cos INC | 0% | +2.08% | 加仓 |
| 30 | I8R | Irobot CORP | 0% | -21.97% | 减仓 |
| 31 | ✓ | 0% | +21.08% | 加仓 | |
| 32 | TRMB | Trimble INC | 0% | +2.65% | 加仓 |
| 33 | CDNS | Cadence Design Sys INC | 0% | +17.20% | 加仓 |
| 34 | ENB | Enbridge INC | 0% | +4.40% | 加仓 |
| 35 | CGNX | Cognex CORP | 0% | +13.43% | 加仓 |
| 36 | QCOM | Qualcomm INC | -0.1% | +31.05% | 加仓 |
| 37 | NVDA | Nvidia CORP | -0.1% | +10.49% | 加仓 |
| 38 | NOW | Servicenow INC | -0.1% | +22.90% | 加仓 |
| 39 | ARE | Alexandria Real Estate Equit | -0.2% | -61.08% | 减仓 |
| 40 | RAVN | Raven Industries INC | -0.3% | -29.71% | 减仓 |
| 41 | MANH | Manhattan Associates INC | -0.3% | -21.51% | 减仓 |
| 42 | ✓ | Hollysys Automation Tchngy L | -0.3% | -7.72% | 减仓 |
| 43 | VCRAUSD | Vocera Communications INC | -0.4% | -16.45% | 减仓 |
| 44 | FLIR | Flir Systems INC | — | EXIT | 清仓 |
| 45 | IRTC | Irhythm Holdings INC | — | NEW | 新建仓 |
| 46 | BEATEUR | Biotelemetry INC | — | EXIT | 清仓 |
| 47 | VER | Vereit INC | — | NEW | 新建仓 |
| 48 | CRNC | Cerence INC | — | EXIT | 清仓 |
| 49 | ALXN | Alexion Pharmaceuticals INC | — | NEW | 新建仓 |
| 50 | STLA | Stellantis N.V. | — | EXIT | 清仓 |