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 | NVDA | Nvidia CORP | 股票-科技 | 7.43% | -0.48% | -3.19% | |
| 2 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 5.88% | -1.00% | +33.30% | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 5.69% | -0.56% | +10.27% | |
| 4 | SNPS | Synopsys INC | 股票-科技 | 5.50% | — | +72.82% | |
| 5 | ON | On Semiconductor | 股票-科技 | 5.36% | -2.89% | EXIT | |
| 6 | AVGO | Broadcom INC | 股票-科技 | 5.25% | +0.79% | +23.61% | |
| 7 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 5.21% | +3.85% | NEW | |
| 8 | MPWR | Monolithic Power Systems INC | 股票-科技 | 5.21% | -3.15% | EXIT | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 4.99% | — | -5.21% | |
| 10 | MRVL | Marvell Technology INC | 股票-科技 | 4.84% | +1.80% | NEW | |
| 11 | MTSI | Macom Technology Solutions H | 股票-科技 | 4.72% | -0.48% | +24.74% | |
| 12 | KLAC | Kla CORP | 股票-科技 | 4.17% | -4.28% | EXIT | |
| 13 | FN | Fabrinet | 股票-科技 | 4.16% | +0.39% | +24.28% | |
| 14 | SMCIUSD | Super Micro Computer INC | 股票-其他 | 3.88% | — | -60.03% | |
| 15 | ALGM | Allegro Microsystems INC | 股票-其他 | 3.49% | -2.45% | EXIT | |
| 16 | P | Everpure Inc-a | 股票-科技 | 3.24% | — | +46.84% | |
| 17 | ANETEUR | Arista Networks INC | 股票-其他 | 3.20% | — | +48.99% | |
| 18 | MBLY | Mobileye Global Inc-a | 股票-其他 | 3.06% | — | — | |
| 19 | TSEM | Tower Semiconductor Ltd. | 股票-科技 | 3.06% | -0.81% | +46.91% | |
| 20 | CIEN | Ciena CORP | 股票-科技 | 2.64% | -0.34% | -5.69% | |
| 21 | HLIT | Harmonic INC | 股票-其他 | 2.63% | — | +92.80% | |
| 22 | ST | Sensata Technologies Holding plc | 股票-科技 | 2.46% | +0.37% | +130.43% | |
| 23 | CALX | Calix INC | 股票-科技 | 2.34% | — | +82.27% | |
| 24 | ARW | Arrow Electronics INC | 股票-科技 | 1.59% | — | — |