CIK: 0001717977
申報總市值
US$25.7萬
| # | 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 13.97% | -5.88% | EXIT | |
| 2 | MSFT | Microsoft CORP | 股票-科技 | 13.59% | -9.62% | EXIT | |
| 3 | IVV | Ishares Core S&p 500 ETF | ETF-大型股與成長 | 13.09% | +5.25% | EXIT | |
| 4 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 12.81% | -6.13% | EXIT | |
| 5 | NU | Nu Holdings Ltd. | 股票-金融 | 11.96% | +2.95% | EXIT | |
| 6 | MELI | Mercadolibre INC | 股票-循環性消費 | 9.53% | -2.18% | EXIT | |
| 7 | CPNG | Coupang INC | 股票-循環性消費 | 6.45% | -1.81% | EXIT | |
| 8 | V | Visa Inc-class A Shares | 股票-金融 | 4.27% | +2.31% | EXIT | |
| 9 | EMBJ | Embraer Sa-spon Adr | 股票-工業 | 3.92% | +0.74% | EXIT | |
| 10 | INTA | Intapp INC | 股票-其他 | 3.13% | +0.10% | EXIT | |
| 11 | NVDA | Nvidia CORP | 股票-科技 | 2.53% | -0.04% | EXIT | |
| 12 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.66% | -1.66% | EXIT | |
| 13 | MNDY | monday.com Ltd. | 股票-科技 | 1.57% | +0.23% | EXIT | |
| 14 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 1.53% | +11.16% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | MELI | Mercadolibre INC | +8.7% | +1381.23% | 加碼 |
| 2 | CPNG | Coupang INC | +3.1% | +177.91% | 加碼 |
| 3 | IVV | Ishares Core S&p 500 ETF | +1.9% | +21.26% | 加碼 |
| 4 | NU | Nu Holdings Ltd. | +0.2% | +3.00% | 加碼 |
| 5 | V | Visa Inc-class A Shares | -0.1% | — | 不變 |
| 6 | AMZN | Amazon.com INC | -4.7% | -24.55% | 減碼 |
| 7 | MSFT | Microsoft CORP | -5.1% | -17.81% | 減碼 |
| 8 | META | Meta Platforms Inc-class A | -5.6% | -18.29% | 減碼 |
| 9 | EMBJ | Embraer Sa-spon Adr | — | NEW | 新建倉 |
| 10 | BKNG | Booking Holdings INC | — | EXIT | 清倉 |
| 11 | PDD | Pdd Holdings INC | — | EXIT | 清倉 |
| 12 | INTA | Intapp INC | — | NEW | 新建倉 |
| 13 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 14 | TDG | Transdigm Group INC | — | EXIT | 清倉 |
| 15 | FLUT | Flutter Entertainment plc | — | EXIT | 清倉 |
| 16 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | 新建倉 |
| 17 | MNDY | monday.com Ltd. | — | NEW | 新建倉 |
| 18 | GOOGL | Alphabet Inc-cl A | — | NEW | 新建倉 |
| 19 | VTEX | Vtex | — | EXIT | 清倉 |