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 | AMD | Advanced Micro Devices | 股票-科技 | 7.12% | — | -27.14% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 6.97% | -0.48% | -18.83% | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 6.73% | -0.56% | -10.98% | |
| 4 | MTSI | Macom Technology Solutions H | 股票-科技 | 6.10% | -0.48% | -0.83% | |
| 5 | ON | On Semiconductor | 股票-科技 | 5.99% | -2.89% | EXIT | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 5.94% | +0.79% | -37.18% | |
| 7 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 5.93% | +3.85% | NEW | |
| 8 | FN | Fabrinet | 股票-科技 | 5.59% | +0.39% | -19.83% | |
| 9 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.59% | -1.00% | +12.90% | |
| 10 | MPWR | Monolithic Power Systems INC | 股票-科技 | 5.06% | -3.15% | EXIT | |
| 11 | KLAC | Kla CORP | 股票-科技 | 4.85% | -4.28% | EXIT | |
| 12 | SNPS | Synopsys INC | 股票-科技 | 4.75% | — | -17.40% | |
| 13 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 4.53% | — | -13.54% | |
| 14 | CIEN | Ciena CORP | 股票-科技 | 4.22% | -0.34% | +39.91% | |
| 15 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 3.15% | -0.81% | — | |
| 16 | ANETEUR | Arista Networks INC | 股票-其他 | 2.90% | — | — | |
| 17 | ALGM | Allegro Microsystems INC | 股票-其他 | 2.86% | -2.45% | EXIT | |
| 18 | CALX | Calix INC | 股票-科技 | 2.80% | — | -11.03% | |
| 19 | P | Everpure Inc-a | 股票-科技 | 2.51% | — | +55.70% | |
| 20 | HLIT | Harmonic INC | 股票-其他 | 2.19% | — | — | |
| 21 | ST | Sensata Technologies Holding plc | 股票-科技 | 1.81% | +0.37% | — | |
| 22 | MCHP | Microchip Technology INC | 股票-科技 | 1.66% | — | -48.94% | |
| 23 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 0.76% | — | -25.68% |