CIK: 0001720350
申報總市值
US$1.7億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 32.11% | -3.90% | — | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 20.79% | +1.31% | — | |
| 3 | AAPL | Apple INC | 股票-科技 | 16.91% | -1.82% | — | |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | 股票-其他 | 14.08% | -1.27% | — | |
| 5 | WRB | Wr Berkley CORP | 股票-金融 | 4.36% | -0.42% | — | |
| 6 | PYPL | Paypal Holdings INC | 股票-金融 | 3.45% | -3.45% | EXIT | |
| 7 | ✓ | Applied MATLS Inc | 股票-其他 | 3.20% | -1.98% | -55.56% | |
| 8 | FOUR | Shift4 Payments Inc-class A | 股票-科技 | 2.74% | -2.74% | EXIT | |
| 9 | MOH | Molina Healthcare INC | 股票-醫療保健 | 1.08% | -1.08% | EXIT | |
| 10 | UBER | Uber Technologies INC | 股票-工業 | 0.66% | +4.69% | — | |
| 11 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.63% | +3.67% | +400.00% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +6.4% | — | 不變 |
| 2 | PYPL | Paypal Holdings INC | +2.2% | +216.67% | 加碼 |
| 3 | TSM | Taiwan Semiconductor-sp Adr | +1.1% | — | 不變 |
| 4 | AAPL | Apple INC | +0.6% | — | 不變 |
| 5 | MELI | Mercadolibre INC | +0.5% | +400.00% | 加碼 |
| 6 | BRK-A | Berkshire Hathaway Inc-cl A | -0.4% | — | 不變 |
| 7 | WRB | Wr Berkley CORP | -0.6% | — | 不變 |
| 8 | ✓ | Applied MATLS Inc | -2.7% | -55.56% | 減碼 |
| 9 | NVDA | Nvidia CORP | — | EXIT | 清倉 |
| 10 | FOUR | Shift4 Payments Inc-class A | — | NEW | 新建倉 |
| 11 | MOH | Molina Healthcare INC | — | NEW | 新建倉 |
| 12 | UBER | Uber Technologies INC | — | NEW | 新建倉 |
| 13 | NVDA | NVIDIA Corporation | — | EXIT | 清倉 |