CIK: 0001665925
申報總市值
US$1.5億
| # | 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 | MU | Micron Technology INC | 股票-科技 | 24.31% | — | — | |
| 2 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 18.92% | — | — | |
| 3 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 14.94% | +2.01% | — | |
| 4 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 12.73% | — | — | |
| 5 | JD | Jd.com Inc-adr | 股票-循環性消費 | 7.58% | — | -56.72% | |
| 6 | SPLKCHF | Splunk INC | 股票-其他 | 6.61% | — | — | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 5.96% | — | — | |
| 8 | ✓ | 股票-其他 | 3.00% | — | — | ||
| 9 | NOC | Northrop Grumman CORP | 股票-工業 | 3.00% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 2.95% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | JD | Jd.com Inc-adr | -0.9% | -56.72% | 減碼 |
| 2 | TSLA | Tesla INC | — | EXIT | 清倉 |
| 3 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清倉 |
| 4 | MU | Micron Technology INC | — | NEW | 新建倉 |
| 5 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建倉 |
| 6 | DQ | Daqo New Energy Corp-adr | — | NEW | 新建倉 |
| 7 | EDU | New Oriental Education & Technology Group Inc. | — | EXIT | 清倉 |
| 8 | SDCCQ | Smiledirectclub INC | — | EXIT | 清倉 |
| 9 | EL | Estee Lauder Companies-cl A | — | NEW | 新建倉 |
| 10 | POH3 | Carnival Plc-adr | — | EXIT | 清倉 |
| 11 | SPLKCHF | Splunk INC | — | NEW | 新建倉 |
| 12 | INTC | Intel CORP | — | EXIT | 清倉 |
| 13 | SE | Sea Ltd-adr | — | EXIT | 清倉 |
| 14 | MSFT | Microsoft CORP | — | NEW | 新建倉 |
| 15 | H | Hyatt Hotels CORP - Cl A | — | EXIT | 清倉 |
| 16 | MAR | Marriott International -cl A | — | EXIT | 清倉 |
| 17 | ULCC | Frontier Group Holdings, Inc. | — | EXIT | 清倉 |
| 18 | ✓ | — | NEW | 新建倉 | |
| 19 | NOC | Northrop Grumman CORP | — | NEW | 新建倉 |
| 20 | AAPL | Apple INC | — | NEW | 新建倉 |