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 | CRM | Salesforce INC | 股票-科技 | 6.62% | -2.46% | +219.43% | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 5.94% | -4.01% | -31.79% | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 5.24% | +1.29% | -13.79% | |
| 4 | AMZN | Amazon.com INC | 股票-循環性消費 | 5.15% | — | -18.53% | |
| 5 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 4.94% | -5.31% | +99.76% | |
| 6 | DOCU | Docusign INC | 股票-科技 | 4.29% | — | — | |
| 7 | AAPL | Apple INC | 股票-科技 | 4.02% | +7.54% | -66.70% | |
| 8 | TSLA | Tesla INC | 股票-循環性消費 | 3.16% | -1.03% | EXIT | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.00% | — | -9.17% | |
| 10 | AMD | Advanced Micro Devices | 股票-科技 | 2.83% | +1.95% | NEW | |
| 11 | SNOW | Snowflake INC | 股票-科技 | 2.78% | -1.96% | EXIT | |
| 12 | WCC | Wesco International INC | 股票-工業 | 2.61% | — | -5.43% | |
| 13 | ON | On Semiconductor | 股票-科技 | 2.51% | -1.04% | EXIT | |
| 14 | NOW | Servicenow INC | 股票-科技 | 2.16% | -0.60% | -36.73% | |
| 15 | ANETEUR | Arista Networks INC | 股票-其他 | 1.99% | — | +50.00% | |
| 16 | RKT | Rocket Cos Inc-class A | 股票-金融 | 1.99% | -1.50% | +4.13% | |
| 17 | HUBS | Hubspot INC | 股票-科技 | 1.84% | -0.92% | EXIT | |
| 18 | AFRM | Affirm Holdings INC | 股票-金融 | 1.83% | — | — | |
| 19 | ADBE | Adobe INC | 股票-科技 | 1.79% | — | +100.00% | |
| 20 | ORCL | Oracle CORP | 股票-科技 | 1.77% | — | -57.14% | |
| 21 | MRVL | Marvell Technology INC | 股票-科技 | 1.49% | — | +200.00% | |
| 22 | DELL | Dell Technologies -c | 股票-科技 | 1.43% | — | +250.00% | |
| 23 | TXN | Texas Instruments INC | 股票-科技 | 1.43% | — | — | |
| 24 | PINS | Pinterest Inc- Class A | 股票-通訊服務 | 1.42% | — | — | |
| 25 | HD | Home Depot INC | 股票-循環性消費 | 1.40% | — | +100.00% | |
| 26 | MCHP | Microchip Technology INC | 股票-科技 | 1.39% | +1.55% | NEW | |
| 27 | VRT | Vertiv Holdings Co-a | 股票-工業 | 1.37% | — | -27.27% | |
| 28 | NFLX | Netflix INC | 股票-通訊服務 | 1.35% | +1.14% | -31.25% | |
| 29 | FLEX | Flex Ltd. | 股票-科技 | 1.33% | +3.04% | +61.25% | |
| 30 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.33% | — | -53.86% | |
| 31 | P | Everpure Inc-a | 股票-科技 | 1.30% | — | +38.35% | |
| 32 | NSC | Norfolk Southern CORP | 股票-工業 | 1.29% | — | — | |
| 33 | SNX | TD Synnex CORP | 股票-科技 | 1.24% | — | -70.00% | |
| 34 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.24% | — | -76.67% | |
| 35 | AVGO | Broadcom INC | 股票-科技 | 1.19% | +1.35% | +566.67% | |
| 36 | AXP | American Express Co | 股票-金融 | 1.16% | — | — | |
| 37 | ARM | Arm Holdings Plc-adr | 股票-科技 | 0.99% | — | -50.00% | |
| 38 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.97% | -1.20% | EXIT | |
| 39 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.96% | — | -10.00% | |
| 40 | MDB | Mongodb INC | 股票-科技 | 0.93% | -1.56% | — | |
| 41 | ROKU | Roku INC | 股票-通訊服務 | 0.90% | — | -38.98% | |
| 42 | APLD | Applied Digital CORP | 股票-科技 | 0.85% | — | -50.00% | |
| 43 | HUT | Hut 8 CORP | 股票-金融 | 0.85% | -1.83% | — | |
| 44 | DDOG | Datadog INC - Class A | 股票-科技 | 0.79% | — | -44.04% | |
| 45 | NTNX | Nutanix INC - A | 股票-科技 | 0.61% | — | — | |
| 46 | MARA | Mara Holdings INC | 股票-金融 | 0.56% | — | — | |
| 47 | OKLO | Oklo INC | 股票-公用事業 | 0.56% | — | -6.53% | |
| 48 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 0.55% | — | — | |
| 49 | MU | Micron Technology INC | 股票-科技 | 0.54% | +2.02% | NEW | |
| 50 | WULF | Terawulf INC | 股票-金融 | 0.53% | — | — |