CIK: 0001803120
申報總市值
—
| # | 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 | GPN | Global Payments INC | 股票-工業 | 16.79% | — | +9.61% | |
| 2 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 14.99% | -19.44% | EXIT | |
| 3 | FISV | Fiserv INC | 股票-其他 | 14.05% | -4.43% | EXIT | |
| 4 | USFD | US Foods Holding CORP | 股票-非循環性消費 | 10.17% | -10.25% | EXIT | |
| 5 | AER | AerCap Holdings N.V. | 股票-工業 | 9.48% | -6.04% | EXIT | |
| 6 | AON | Aon plc | 股票-金融 | 8.07% | -9.64% | EXIT | |
| 7 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 7.86% | -5.46% | EXIT | |
| 8 | FTDR | Frontdoor INC | 股票-循環性消費 | 7.62% | -5.26% | EXIT | |
| 9 | APTV | Aptiv PLC | 股票-循環性消費 | 6.25% | — | — | |
| 10 | ✓ | Mister Car Wash, INC | 股票-其他 | 4.71% | -2.64% | EXIT |