CIK: 0001660531
申告総資産額
$7.2億
| # | ティッカー | 発行体 | 資産子分類 | 比率 | 比率変動 | 持株数変化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | 株式-IT | 27.51% | +0.47% | — | |
| 2 | AMD | Advanced Micro Devices | 株式-IT | 19.04% | +2.11% | +1201.69% | |
| 3 | WDC | Western Digital CORP | 株式-IT | 17.40% | — | — | |
| 4 | SMCIUSD | Super Micro Computer INC | 株式-その他 | 8.63% | — | — | |
| 5 | COHR | Coherent CORP | 株式-IT | 5.45% | -0.30% | EXIT | |
| 6 | TAL | Tal Education Group- Adr | 株式-生活必需品 | 4.94% | -0.24% | +20.28% | |
| 7 | EDU | New Oriental Educatio-sp Adr | 株式-生活必需品 | 3.83% | — | -82.62% | |
| 8 | WOLF* | Wolfspeed INC | 株式-その他 | 3.19% | — | — | |
| 9 | DIS | Walt Disney Co/the | 株式-通信サービス | 2.46% | — | — | |
| 10 | MU | Micron Technology INC | 株式-IT | 2.17% | — | -92.93% | |
| 11 | OIH | Vaneck Oil Services ETF | ETF-その他 | 1.96% | — | — | |
| 12 | MSFT | Microsoft CORP | 株式-IT | 1.08% | +1.34% | NEW | |
| 13 | GOOG | Alphabet Inc-cl C | 株式-通信サービス | 0.74% | — | — | |
| 14 | WFC | Wells Fargo & Co | 株式-金融 | 0.42% | — | — | |
| 15 | JPM | Jpmorgan Chase & Co | 株式-金融 | 0.42% | — | — | |
| 16 | BAC | Bank Of America CORP | 株式-金融 | 0.38% | — | — | |
| 17 | C | Citigroup INC | 株式-金融 | 0.37% | — | — |