CIK: 0001730574
申報總市值
US$2457.3萬
僅顯示前 200 大持股(共 361 檔)
| # | 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 | ✓ | Ishares Tr | 股票-其他 | 9.38% | — | +23.08% | |
| 2 | JPM | JPMorgan Chase & Co. | 股票-金融 | 4.73% | — | — | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 3.63% | — | +61.96% | |
| 4 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.52% | — | +126.89% | |
| 5 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 3.27% | — | +39.82% | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 2.94% | — | -3.73% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 2.68% | — | +141.43% | |
| 8 | ✓ | 股票-其他 | 2.50% | — | +19.77% | ||
| 9 | NOW | Servicenow INC | 股票-科技 | 2.48% | — | +341.19% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 2.47% | — | +73.61% | |
| 11 | MSFT | Microsoft CORP | 股票-科技 | 2.29% | — | -7.88% | |
| 12 | ZAYOEUR | Zayo Group Holdings INC | 股票-其他 | 1.87% | — | +82.26% | |
| 13 | ADBE | Adobe INC | 股票-科技 | 1.78% | — | +153.86% | |
| 14 | CP | Canadian Pacific Kansa F | 股票-工業 | 1.77% | — | +101.24% | |
| 15 | NFLX | Netflix INC | 股票-通訊服務 | 1.55% | — | +82.29% | |
| 16 | IWM | Ishares Russell 2000 ETF | ETF-中小型股 | 1.49% | — | — | |
| 17 | V | Visa Inc-class A Shares | 股票-金融 | 1.45% | — | +132.23% | |
| 18 | VNQ | Vanguard Real Estate ETF | ETF-其他 | 1.44% | — | +6.86% | |
| 19 | MPC | Marathon Petroleum CORP | 股票-能源 | 1.44% | — | -0.29% | |
| 20 | IWN | Ishares Russell 2000 Value E | ETF-中小型股 | 1.35% | — | — | |
| 21 | FIS | Fidelity National Info Serv | 股票-科技 | 1.34% | — | +51.80% | |
| 22 | CNI | Canadian Natl Railway Co | 股票-工業 | 1.25% | — | +103.48% | |
| 23 | CRM | Salesforce INC | 股票-科技 | 1.17% | — | +53.01% | |
| 24 | XLV | Ss Health Care Select Sector | ETF-其他 | 1.16% | — | — | |
| 25 | UNP | Union Pacific CORP | 股票-工業 | 1.08% | — | +148.30% | |
| 26 | AYXEUR | Alteryx INC - Class A | 股票-其他 | 0.97% | — | +202.45% | |
| 27 | EMLC | Vaneck JPM Em Local Curr Bnd | ETF-其他 | 0.93% | — | — | |
| 28 | VBR | Vanguard Small-cap Value ETF | ETF-其他 | 0.88% | — | +738.10% | |
| 29 | GLIBAEUR | Gci Liberty INC - Class A | 股票-其他 | 0.87% | — | +28.83% | |
| 30 | AAPL | Apple Inc. | 股票-科技 | 0.87% | — | — | |
| 31 | ✓ | Spdr Series Trust | 股票-其他 | 0.84% | — | +33.33% | |
| 32 | NKE | Nike INC -cl B | 股票-循環性消費 | 0.82% | — | +67.01% | |
| 33 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 0.81% | — | — | |
| 34 | JPM | Jpmorgan Chase & Co | 股票-金融 | 0.81% | — | +1135.92% | |
| 35 | MCHX | Marchex, Inc. | 股票-其他 | 0.80% | — | — | |
| 36 | AYAEUR | Stars Group Inc/the | 股票-其他 | 0.77% | — | — | |
| 37 | ✓ | Barclays Bk PLC | 股票-其他 | 0.77% | — | — | |
| 38 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.75% | — | +14.54% | |
| 39 | MDCOUSD | Medicines Company | 股票-其他 | 0.73% | — | — | |
| 40 | COST | Costco Wholesale CORP | 股票-非循環性消費 | 0.73% | — | +17.61% | |
| 41 | TIFEUR | Tiffany & Co | 股票-其他 | 0.70% | — | — | |
| 42 | CZREUR | Caesars Entertainment CORP | 股票-其他 | 0.68% | — | +26.25% | |
| 43 | FISV | Fiserv INC | 股票-其他 | 0.66% | — | +21.46% | |
| 44 | TEAM | Atlassian Corporation | 股票-科技 | 0.65% | — | +109.89% | |
| 45 | ✓ | Amazon Com INC | 股票-其他 | 0.63% | — | — | |
| 46 | PLANUSD | Anaplan INC | 股票-其他 | 0.60% | — | +9.86% | |
| 47 | MELI | Mercadolibre INC | 股票-循環性消費 | 0.57% | — | +101.28% | |
| 48 | SMARGBP | Smartsheet Inc-class A | 股票-其他 | 0.57% | — | +22.58% | |
| 49 | ✓ | Spdr Series Trust | 股票-其他 | 0.54% | — | — | |
| 50 | LM03 | Liberty Media Cor-siriusxm A | 股票-其他 | 0.48% | — | +82.56% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +1.8% | +126.89% | 加碼 |
| 2 | NOW | Servicenow INC | +1.8% | +341.19% | 加碼 |
| 3 | META | Meta Platforms Inc-class A | +1.3% | +141.43% | 加碼 |
| 4 | ADBE | Adobe INC | +1% | +153.86% | 加碼 |
| 5 | VBR | Vanguard Small-cap Value ETF | +0.7% | +738.10% | 加碼 |
| 6 | JPM | Jpmorgan Chase & Co | +0.7% | +1135.92% | 加碼 |
| 7 | BRK-B | Berkshire Hathaway Inc-cl B | +0.7% | +61.96% | 加碼 |
| 8 | CP | Canadian Pacific Kansa F | +0.7% | +101.24% | 加碼 |
| 9 | MA | Mastercard INC - A | +0.6% | +73.61% | 加碼 |
| 10 | V | Visa Inc-class A Shares | +0.6% | +132.23% | 加碼 |
| 11 | NFLX | Netflix INC | +0.6% | +82.29% | 加碼 |
| 12 | UNP | Union Pacific CORP | +0.5% | +148.30% | 加碼 |
| 13 | AYXEUR | Alteryx INC - Class A | +0.5% | +202.45% | 加碼 |
| 14 | ZAYOEUR | Zayo Group Holdings INC | +0.5% | +82.26% | 加碼 |
| 15 | CNI | Canadian Natl Railway Co | +0.4% | +103.48% | 加碼 |
| 16 | GOOGL | Alphabet Inc-cl A | +0.3% | +39.82% | 加碼 |
| 17 | CRM | Salesforce INC | +0.2% | +53.01% | 加碼 |
| 18 | FIS | Fidelity National Info Serv | +0.2% | +51.80% | 加碼 |
| 19 | ✓ | -0.1% | +19.77% | 加碼 | |
| 20 | ✓ | Ishares Tr | -0.1% | +23.08% | 加碼 |
| 21 | PYPL | Paypal Holdings INC | -1% | -67.72% | 減碼 |
| 22 | ✓ | — | EXIT | 清倉 | |
| 23 | JPM | JPMorgan Chase & Co. | — | NEW | 新建倉 |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | 清倉 |
| 25 | ✓ | Select Sector Spdr Tr | — | EXIT | 清倉 |
| 26 | CELG | Celgene CORP | — | EXIT | 清倉 |
| 27 | IWM | Ishares Russell 2000 ETF | — | NEW | 新建倉 |
| 28 | XLP | Ss Consumer Staples Sel Sect | — | EXIT | 清倉 |
| 29 | IWN | Ishares Russell 2000 Value E | — | NEW | 新建倉 |
| 30 | MDY | State Street Spdr S&p Midcap | — | EXIT | 清倉 |
| 31 | XLV | Ss Health Care Select Sector | — | NEW | 新建倉 |
| 32 | UI | Ubiquiti Inc. | — | EXIT | 清倉 |
| 33 | TLT | iShares 20+ Year Treasury Bond ETF | — | EXIT | 清倉 |
| 34 | AABAUSD | Altaba INC | — | EXIT | 清倉 |
| 35 | MTUM | Ishares Msci USA Momentum Fa | — | EXIT | 清倉 |
| 36 | AAPL | Apple Inc. | — | NEW | 新建倉 |
| 37 | LULU | Lululemon Athletica INC | — | NEW | 新建倉 |
| 38 | MDY | State Street SPDR S&P MIDCAP 400 ETF Trust | — | EXIT | 清倉 |
| 39 | MCHX | Marchex, Inc. | — | NEW | 新建倉 |
| 40 | AYAEUR | Stars Group Inc/the | — | NEW | 新建倉 |
| 41 | ✓ | Barclays Bk PLC | — | NEW | 新建倉 |
| 42 | MDCOUSD | Medicines Company | — | NEW | 新建倉 |
| 43 | TIFEUR | Tiffany & Co | — | NEW | 新建倉 |
| 44 | GCI1EUR | Gannett Co INC | — | EXIT | 清倉 |
| 45 | ✓ | Amazon Com INC | — | NEW | 新建倉 |
| 46 | ✓ | — | EXIT | 清倉 | |
| 47 | ✓ | Spdr Series Trust | — | NEW | 新建倉 |
| 48 | PAGS | PagSeguro Digital Ltd. | — | EXIT | 清倉 |
| 49 | AMT | TD Ameritrade Holding CORP | — | NEW | 新建倉 |
| 50 | NOW | ServiceNow, Inc. | — | NEW | 新建倉 |