CIK: 0001948899
申報總市值
US$20.8億
| # | 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 | LW | Lamb Weston Holdings INC | 股票-非循環性消費 | 14.18% | — | +6.35% | |
| 2 | NVDA | Nvidia CORP | 股票-科技 | 9.98% | +0.42% | +9.39% | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 9.63% | +1.15% | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 9.52% | -0.89% | +39.35% | |
| 5 | WWEUSD | World Wrestling Entertain-a | 股票-其他 | 7.93% | — | +9.42% | |
| 6 | SGI | Somnigroup International INC | 股票-循環性消費 | 7.59% | -0.19% | +8.30% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 7.24% | +2.63% | -4.29% | |
| 8 | SONY | Sony Group CORP - Sp Adr | 股票-科技 | 6.79% | — | +4.33% | |
| 9 | PANW | Palo Alto Networks INC | 股票-科技 | 5.45% | — | -19.18% | |
| 10 | LULU | Lululemon Athletica INC | 股票-循環性消費 | 5.35% | — | — | |
| 11 | MDB | Mongodb INC | 股票-科技 | 4.80% | -2.85% | — | |
| 12 | AMD | Advanced Micro Devices | 股票-科技 | 4.29% | — | +53.62% | |
| 13 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 3.55% | +1.01% | -45.85% | |
| 14 | FWONKUSD | Liberty Media Corp-liberty-c | 股票-其他 | 1.91% | — | -53.49% | |
| 15 | BBWI | Bath & Body Works INC | 股票-循環性消費 | 1.80% | — | -13.00% |