CIK: 0001651473
申報總市值
US$4.2億
| # | 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 | DIS | Walt Disney Co/the | 股票-通訊服務 | 7.01% | — | -33.33% | |
| 2 | MMM | 3m Co | 股票-工業 | 6.09% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.75% | — | +66.67% | |
| 4 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 4.56% | +2.37% | NEW | |
| 5 | SNAP | Snap INC - A | 股票-通訊服務 | 3.59% | — | +66.67% | |
| 6 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 3.42% | — | — | |
| 7 | PANW | Palo Alto Networks INC | 股票-科技 | 3.30% | — | — | |
| 8 | FDX | Fedex CORP | 股票-工業 | 3.30% | — | +166.67% | |
| 9 | RACE | Ferrari N.V. | 股票-循環性消費 | 3.24% | — | +14.29% | |
| 10 | HAS | Hasbro INC | 股票-循環性消費 | 3.20% | — | — | |
| 11 | AVGO | Broadcom INC | 股票-科技 | 2.89% | +1.35% | — | |
| 12 | EA | Electronic Arts INC | 股票-通訊服務 | 2.54% | — | -54.55% | |
| 13 | MXIM | Maxim Integrated Products | 股票-其他 | 2.40% | — | +220.00% | |
| 14 | XLNXEUR | Xilinx INC | 股票-其他 | 2.37% | — | +100.00% | |
| 15 | LYFT | Lyft Inc-a | 股票-科技 | 2.34% | — | — | |
| 16 | ZNGAEUR | Zynga INC - Cl A | 股票-其他 | 2.31% | — | — | |
| 17 | AMD | Advanced Micro Devices | 股票-科技 | 2.29% | +1.95% | NEW | |
| 18 | ADBE | Adobe INC | 股票-科技 | 2.22% | — | +15.38% | |
| 19 | MCHP | Microchip Technology INC | 股票-科技 | 2.18% | +1.55% | NEW | |
| 20 | FXI | Ishares China Large-cap ETF | ETF-新興市場 | 2.15% | — | — | |
| 21 | SFIX | Stitch Fix Inc-class A | 股票-其他 | 2.09% | — | — | |
| 22 | MSGN | Msg Networks Inc- A | 股票-其他 | 2.08% | — | +100.00% | |
| 23 | NVDA | Nvidia CORP | 股票-科技 | 2.06% | +1.29% | +212.50% | |
| 24 | FIS | Fidelity National Info Serv | 股票-科技 | 2.03% | — | — | |
| 25 | SPLKCHF | Splunk INC | 股票-其他 | 1.89% | — | — | |
| 26 | BA | Boeing Co/the | 股票-工業 | 1.83% | — | — | |
| 27 | ACIW | Aci Worldwide INC | 股票-科技 | 1.72% | — | — | |
| 28 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 1.70% | — | -39.39% | |
| 29 | DATA | Tableau Software Inc-cl A | 股票-其他 | 1.67% | — | — | |
| 30 | YELP | Yelp INC | 股票-其他 | 1.54% | — | -10.00% | |
| 31 | QCOM | Qualcomm INC | 股票-科技 | 1.53% | — | -90.00% | |
| 32 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.47% | — | — | |
| 33 | ROKU | Roku INC | 股票-通訊服務 | 1.36% | — | -40.83% | |
| 34 | IPGP | Ipg Photonics CORP | 股票-科技 | 1.30% | — | — | |
| 35 | TLND | Talend SA - Adr | 股票-其他 | 1.16% | — | — | |
| 36 | LSCC | Lattice Semiconductor CORP | 股票-科技 | 1.10% | — | -40.00% | |
| 37 | Z | Zillow Group INC - C | 股票-通訊服務 | 0.93% | — | -20.00% | |
| 38 | DE | Deere & Co | 股票-工業 | 0.83% | -2.38% | EXIT | |
| 39 | RPD | Rapid7 INC | 股票-其他 | 0.73% | — | — | |
| 40 | NOW | Servicenow INC | 股票-科技 | 0.69% | -0.60% | — | |
| 41 | TWLO | Twilio INC - A | 股票-科技 | 0.68% | — | — | |
| 42 | AMAT | Applied Materials INC | 股票-科技 | 0.68% | — | -40.00% | |
| 43 | HUYA | Huya Inc-adr | 股票-其他 | 0.62% | — | +25.00% | |
| 44 | RNG | Ringcentral Inc-class A | 股票-科技 | 0.58% | — | — | |
| 45 | PTC | Ptc INC | 股票-科技 | 0.45% | — | -50.00% | |
| 46 | ZEN1EUR | Zendesk INC | 股票-其他 | 0.45% | — | — | |
| 47 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.39% | — | -80.00% | |
| 48 | QRVO | Qorvo INC | 股票-科技 | 0.33% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FDX | Fedex CORP | +1.7% | +166.67% | 加碼 |
| 2 | SNAP | Snap INC - A | +1.7% | +66.67% | 加碼 |
| 3 | MXIM | Maxim Integrated Products | +1.6% | +220.00% | 加碼 |
| 4 | AMZN | Amazon.com INC | +1.6% | +66.67% | 加碼 |
| 5 | NVDA | Nvidia CORP | +1.2% | +212.50% | 加碼 |
| 6 | XLNXEUR | Xilinx INC | +0.9% | +100.00% | 加碼 |
| 7 | MSGN | Msg Networks Inc- A | +0.8% | +100.00% | 加碼 |
| 8 | MCHP | Microchip Technology INC | +0.7% | +66.67% | 加碼 |
| 9 | RACE | Ferrari N.V. | +0.5% | +14.29% | 加碼 |
| 10 | ADBE | Adobe INC | +0.2% | +15.38% | 加碼 |
| 11 | PTC | Ptc INC | -0.6% | -50.00% | 減碼 |
| 12 | AMD | Advanced Micro Devices | -1.5% | -40.00% | 減碼 |
| 13 | BABA | Alibaba Group Holding-sp Adr | -1.8% | -39.39% | 減碼 |
| 14 | SWKS | Skyworks Solutions INC | -2% | -80.00% | 減碼 |
| 15 | DIS | Walt Disney Co/the | -2.8% | -33.33% | 減碼 |
| 16 | EA | Electronic Arts INC | -4% | -54.55% | 減碼 |
| 17 | QCOM | Qualcomm INC | -11.9% | -90.00% | 減碼 |
| 18 | MMM | 3m Co | — | NEW | 新建倉 |
| 19 | TTWO | Take-two Interactive Softwre | — | NEW | 新建倉 |
| 20 | META | Meta Platforms Inc-class A | — | EXIT | 清倉 |
| 21 | SONY | Sony Group CORP - Sp Adr | — | NEW | 新建倉 |
| 22 | PANW | Palo Alto Networks INC | — | NEW | 新建倉 |
| 23 | HAS | Hasbro INC | — | NEW | 新建倉 |
| 24 | AVGO | Broadcom INC | — | NEW | 新建倉 |
| 25 | LYFT | Lyft Inc-a | — | NEW | 新建倉 |
| 26 | FXI | Ishares China Large-cap ETF | — | NEW | 新建倉 |
| 27 | SFIX | Stitch Fix Inc-class A | — | NEW | 新建倉 |
| 28 | FIS | Fidelity National Info Serv | — | NEW | 新建倉 |
| 29 | NTNX | Nutanix INC - A | — | EXIT | 清倉 |
| 30 | SPLKCHF | Splunk INC | — | NEW | 新建倉 |
| 31 | BA | Boeing Co/the | — | NEW | 新建倉 |
| 32 | NFLX | Netflix INC | — | EXIT | 清倉 |
| 33 | MSFT | Microsoft CORP | — | EXIT | 清倉 |
| 34 | GOOGL | Alphabet Inc-cl A | — | EXIT | 清倉 |
| 35 | ACIW | Aci Worldwide INC | — | NEW | 新建倉 |
| 36 | DATA | Tableau Software Inc-cl A | — | NEW | 新建倉 |
| 37 | ADSK | Autodesk INC | — | EXIT | 清倉 |
| 38 | JD | Jd.com Inc-adr | — | EXIT | 清倉 |
| 39 | MSGS | Madison Square Garden Sports | — | EXIT | 清倉 |
| 40 | NXPI | NXP Semiconductors N.V. | — | NEW | 新建倉 |
| 41 | INTC | Intel CORP | — | EXIT | 清倉 |
| 42 | TDC | Teradata CORP | — | EXIT | 清倉 |
| 43 | IPGP | Ipg Photonics CORP | — | NEW | 新建倉 |
| 44 | WDC | Western Digital CORP | — | EXIT | 清倉 |
| 45 | SYMCEUR | Symantec CORP | — | EXIT | 清倉 |
| 46 | XYZ | Block INC | — | EXIT | 清倉 |
| 47 | TME | Tencent Music Entertainm-adr | — | EXIT | 清倉 |
| 48 | DE | Deere & Co | — | NEW | 新建倉 |
| 49 | NOW | Servicenow INC | — | NEW | 新建倉 |
| 50 | TWLO | Twilio INC - A | — | NEW | 新建倉 |