CIK: 0001133742
申報總市值
US$2.8億
| # | 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 | AMZN | Amazon.com INC | 股票-循環性消費 | 14.12% | -3.09% | +4.98% | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.11% | — | +3568.18% | |
| 3 | CRM | Salesforce INC | 股票-科技 | 7.74% | — | +83.12% | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 7.38% | — | +4.29% | |
| 5 | NFLX | Netflix INC | 股票-通訊服務 | 6.86% | — | +4.23% | |
| 6 | XYZ | Block INC | 股票-金融 | 5.93% | — | +38.12% | |
| 7 | TWTRUSD | Twitter INC | 股票-其他 | 4.97% | — | +51.59% | |
| 8 | NVDA | Nvidia CORP | 股票-科技 | 4.91% | -14.25% | +34.30% | |
| 9 | NTAP | Netapp INC | 股票-科技 | 4.90% | — | — | |
| 10 | TSLA | Tesla INC | 股票-循環性消費 | 4.90% | -5.99% | +221100.00% | |
| 11 | PANW | Palo Alto Networks INC | 股票-科技 | 4.12% | — | — | |
| 12 | ADBE | Adobe INC | 股票-科技 | 4.11% | — | +2.88% | |
| 13 | RNG | Ringcentral Inc-class A | 股票-科技 | 3.56% | — | — | |
| 14 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.11% | — | EXIT | |
| 15 | ANETEUR | Arista Networks INC | 股票-其他 | 2.88% | — | +1209.85% | |
| 16 | ROKU | Roku INC | 股票-通訊服務 | 2.52% | — | — | |
| 17 | TWLO | Twilio INC - A | 股票-科技 | 2.51% | — | — | |
| 18 | NTNX | Nutanix INC - A | 股票-科技 | 2.48% | — | -34.46% | |
| 19 | NEWREUR | New Relic INC | 股票-其他 | 2.02% | — | — | |
| 20 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.94% | — | — | |
| 21 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.94% | — | — | |
| 22 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | — | — | -99.29% | |
| 23 | NOW | Servicenow INC | 股票-科技 | — | — | -99.98% | |
| 24 | AAPL | Apple INC | 股票-科技 | — | — | -99.40% | |
| 25 | ✓ | Powershares Qqq Trust Ser 1 | 股票-其他 | — | — | — | |
| 26 | TCEHY | Tencent Holdings Ltd-uns Adr | 股票-其他 | — | — | — | |
| 27 | QLD | Proshares Ultra Qqq | ETF-其他 | — | — | — | |
| 28 | MU | Micron Technology INC | 股票-科技 | — | — | -99.99% | |
| 29 | WDAY | Workday Inc-class A | 股票-科技 | — | — | -99.97% | |
| 30 | PYPL | Paypal Holdings INC | 股票-金融 | — | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +7.9% | +3568.18% | 加碼 |
| 2 | TSLA | Tesla INC | +4.9% | +221100.00% | 加碼 |
| 3 | CRM | Salesforce INC | +2.8% | +83.12% | 加碼 |
| 4 | ANETEUR | Arista Networks INC | +2.6% | +1209.85% | 加碼 |
| 5 | TWTRUSD | Twitter INC | +2% | +51.59% | 加碼 |
| 6 | XYZ | Block INC | +1.2% | +38.12% | 加碼 |
| 7 | TCEHY | Tencent Holdings Ltd-uns Adr | — | — | 不變 |
| 8 | ✓ | Powershares Qqq Trust Ser 1 | — | — | 不變 |
| 9 | PYPL | Paypal Holdings INC | — | — | 不變 |
| 10 | QLD | Proshares Ultra Qqq | — | — | 不變 |
| 11 | NFLX | Netflix INC | 0% | +4.23% | 加碼 |
| 12 | NVDA | Nvidia CORP | 0% | +34.30% | 加碼 |
| 13 | AAPL | Apple INC | -0.3% | -99.40% | 減碼 |
| 14 | GOOGL | Alphabet Inc-cl A | -0.7% | -99.29% | 減碼 |
| 15 | ADBE | Adobe INC | -0.8% | +2.88% | 加碼 |
| 16 | MSFT | Microsoft CORP | -1.7% | +4.29% | 加碼 |
| 17 | AMZN | Amazon.com INC | -1.7% | +4.98% | 加碼 |
| 18 | NTNX | Nutanix INC - A | -2.5% | -34.46% | 減碼 |
| 19 | MU | Micron Technology INC | -4% | -99.99% | 減碼 |
| 20 | WDAY | Workday Inc-class A | -4.2% | -99.97% | 減碼 |
| 21 | BABA | Alibaba Group Holding-sp Adr | -5.7% | -51.62% | 減碼 |
| 22 | NOW | Servicenow INC | -7.5% | -99.98% | 減碼 |
| 23 | NTAP | Netapp INC | — | NEW | 新建倉 |
| 24 | PANW | Palo Alto Networks INC | — | NEW | 新建倉 |
| 25 | AMAT | Applied Materials INC | — | EXIT | 清倉 |
| 26 | LRCXEUR | Lam Research CORP | — | EXIT | 清倉 |
| 27 | RNG | Ringcentral Inc-class A | — | NEW | 新建倉 |
| 28 | RHT1EUR | Red Hat INC | — | EXIT | 清倉 |
| 29 | ROKU | Roku INC | — | NEW | 新建倉 |
| 30 | TWLO | Twilio INC - A | — | NEW | 新建倉 |
| 31 | NEWREUR | New Relic INC | — | NEW | 新建倉 |
| 32 | SPOT | Spotify Technology S.A. | — | NEW | 新建倉 |
| 33 | IQ | Iqiyi Inc-adr | — | NEW | 新建倉 |