CIK: 0001753384
申報總市值
US$20.9億
| # | 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 | AMAT | Applied Materials INC | 股票-科技 | 8.86% | -0.56% | +43.41% | |
| 2 | MU | Micron Technology INC | 股票-科技 | 8.40% | -2.73% | +52.30% | |
| 3 | AVGO | Broadcom INC | 股票-科技 | 6.38% | +0.79% | +40.87% | |
| 4 | MCHP | Microchip Technology INC | 股票-科技 | 6.25% | — | +30.96% | |
| 5 | KLAC | Kla CORP | 股票-科技 | 5.81% | -4.28% | EXIT | |
| 6 | NVDA | Nvidia CORP | 股票-科技 | 5.43% | -0.48% | +44.98% | |
| 7 | MTSI | Macom Technology Solutions H | 股票-科技 | 5.22% | -0.48% | +35.01% | |
| 8 | MRVL | Marvell Technology, Inc. | 股票-科技 | 5.19% | — | +19.23% | |
| 9 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 4.87% | — | +80.74% | |
| 10 | ASML | ASML Holding N.V. | 股票-科技 | 4.67% | — | — | |
| 11 | LITE | Lumentum Holdings INC | 股票-科技 | 4.30% | -0.77% | +21.04% | |
| 12 | FN | Fabrinet | 股票-科技 | 3.81% | +0.39% | +74.43% | |
| 13 | AMD | Advanced Micro Devices | 股票-科技 | 3.76% | — | +35.62% | |
| 14 | ON | On Semiconductor | 股票-科技 | 3.71% | -2.89% | EXIT | |
| 15 | AMKR | Amkor Technology INC | 股票-科技 | 3.69% | — | -0.46% | |
| 16 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 3.41% | +3.85% | NEW | |
| 17 | CALX | Calix INC | 股票-科技 | 3.28% | — | — | |
| 18 | ADI | Analog Devices INC | 股票-科技 | 2.89% | — | -1.72% | |
| 19 | VICR | Vicor CORP | 股票-科技 | 2.82% | — | +39.22% | |
| 20 | KEYS | Keysight Technologies In | 股票-科技 | 2.52% | — | +7.98% | |
| 21 | CIEN | Ciena CORP | 股票-科技 | 2.43% | -0.34% | +13.36% | |
| 22 | DIOD | Diodes INC | 股票-其他 | 2.30% | — | +2.17% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AMAT | Applied Materials INC | +2.9% | +43.41% | 加碼 |
| 2 | NXPI | NXP Semiconductors N.V. | +1.7% | +80.74% | 加碼 |
| 3 | KLAC | Kla CORP | +1.6% | +59.05% | 加碼 |
| 4 | MU | Micron Technology INC | +1.4% | +52.30% | 加碼 |
| 5 | FN | Fabrinet | +1% | +74.43% | 加碼 |
| 6 | STM | Stmicroelectronics Nv-ny Shs | +0.6% | +72.48% | 加碼 |
| 7 | ON | On Semiconductor | +0.5% | +35.30% | 加碼 |
| 8 | AMKR | Amkor Technology INC | +0.2% | -0.46% | 減碼 |
| 9 | AVGO | Broadcom INC | 0% | +40.87% | 加碼 |
| 10 | NVDA | Nvidia CORP | 0% | +44.98% | 加碼 |
| 11 | MCHP | Microchip Technology INC | -0.1% | +30.96% | 加碼 |
| 12 | MTSI | Macom Technology Solutions H | -0.2% | +35.01% | 加碼 |
| 13 | VICR | Vicor CORP | -0.4% | +39.22% | 加碼 |
| 14 | CIEN | Ciena CORP | -0.7% | +13.36% | 加碼 |
| 15 | DIOD | Diodes INC | -0.7% | +2.17% | 加碼 |
| 16 | KEYS | Keysight Technologies In | -0.7% | +7.98% | 加碼 |
| 17 | AMD | Advanced Micro Devices | -1.1% | +35.62% | 加碼 |
| 18 | MRVL | Marvell Technology, Inc. | -1.1% | +19.23% | 加碼 |
| 19 | LITE | Lumentum Holdings INC | -1.2% | +21.04% | 加碼 |
| 20 | ADI | Analog Devices INC | -1.3% | -1.72% | 減碼 |
| 21 | ASML | ASML Holding N.V. | — | NEW | 新建倉 |
| 22 | QCOM | Qualcomm INC | — | EXIT | 清倉 |
| 23 | CALX | Calix INC | — | NEW | 新建倉 |
| 24 | INFNEUR | Infinera CORP | — | EXIT | 清倉 |
| 25 | VIAV | Viavi Solutions INC | — | EXIT | 清倉 |