CIK: 0001602987
申報總市值
US$6008.5萬
| # | 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 | MSFT | Microsoft CORP | 股票-科技 | 5.39% | — | +10.07% | |
| 2 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 5.13% | — | — | |
| 3 | NVDA | Nvidia CORP | 股票-科技 | 4.96% | — | — | |
| 4 | LITE | Lumentum Holdings INC | 股票-科技 | 4.69% | -0.07% | -28.74% | |
| 5 | LRCXEUR | Lam Research CORP | 股票-科技 | 4.65% | — | +82.83% | |
| 6 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 4.46% | -0.94% | EXIT | |
| 7 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 4.45% | — | — | |
| 8 | CIEN | Ciena CORP | 股票-科技 | 3.83% | -0.44% | -43.03% | |
| 9 | AKAM | Akamai Technologies INC | 股票-科技 | 3.83% | — | +766.12% | |
| 10 | ✓ | Hortonworks, Inc. | 股票-其他 | 3.48% | — | +222.95% | |
| 11 | BNFTEUR | Benefitfocus INC | 股票-其他 | 3.35% | — | -58.38% | |
| 12 | FEYECHF | Mandiant INC | 股票-其他 | 2.82% | -0.31% | EXIT | |
| 13 | AMAT | Applied Materials INC | 股票-科技 | 2.76% | — | -27.27% | |
| 14 | GLW | Corning INC | 股票-科技 | 2.64% | — | -57.92% | |
| 15 | NPTNEUR | Neophotonics CORP | 股票-其他 | 2.42% | -9.70% | EXIT | |
| 16 | COHR | Coherent Corp. | 股票-科技 | 2.32% | +0.58% | -28.54% | |
| 17 | PANW | Palo Alto Networks INC | 股票-科技 | 2.23% | -2.00% | EXIT | |
| 18 | DATA | Tableau Software Inc-cl A | 股票-其他 | 2.21% | — | -58.74% | |
| 19 | WDC | Western Digital CORP | 股票-科技 | 2.02% | +2.15% | NEW | |
| 20 | MTSI | Macom Technology Solutions H | 股票-科技 | 1.93% | — | — | |
| 21 | P | Everpure Inc-a | 股票-科技 | 1.93% | — | -46.27% | |
| 22 | NBIS | Nebius Group NV | 股票-其他 | 1.70% | — | -15.15% | |
| 23 | IPHI | Inphi CORP | 股票-其他 | 1.67% | — | -47.18% | |
| 24 | TWTRUSD | Twitter INC | 股票-其他 | 1.63% | — | — | |
| 25 | ✓ | Ellie Mae INC Com | 股票-其他 | 1.61% | — | -78.61% | |
| 26 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.60% | — | -65.52% | |
| 27 | HMTVUSD | Hemisphere Media Group INC | 股票-其他 | 1.58% | -0.66% | +0.66% | |
| 28 | VIAV | Viavi Solutions INC | 股票-科技 | 1.58% | -0.21% | +9.50% | |
| 29 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 1.42% | -0.84% | EXIT | |
| 30 | MSTR | Strategy INC | 股票-科技 | 1.36% | — | -6.55% | |
| 31 | UCTT | Ultra Clean Holdings INC | 股票-其他 | 1.24% | — | -63.53% | |
| 32 | MX | Magnachip Semiconductor CORP | 股票-其他 | 1.23% | — | — | |
| 33 | ROKU | Roku INC | 股票-通訊服務 | 1.11% | — | — | |
| 34 | NXST | Nexstar Media Group INC | 股票-通訊服務 | 1.10% | — | -12.20% | |
| 35 | ✓ | 股票-其他 | 1.03% | — | — | ||
| 36 | ICHR | Ichor Holdings, Ltd. | 股票-其他 | 0.98% | — | -63.53% | |
| 37 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 0.89% | — | -83.33% | |
| 38 | CONE1EUR | Cyrusone INC | 股票-其他 | 0.87% | — | -48.72% | |
| 39 | LCEUR | Happen INC | 股票-其他 | 0.85% | — | +36.55% | |
| 40 | GTN | Gray Media INC | 股票-其他 | 0.83% | — | -53.08% | |
| 41 | ✓ | Pandora Media INC | 股票-其他 | 0.83% | — | -46.15% | |
| 42 | HLIT | Harmonic INC | 股票-其他 | 0.61% | +0.62% | +44.85% | |
| 43 | INFNEUR | Infinera CORP | 股票-其他 | 0.55% | — | -59.37% | |
| 44 | KN | Knowles CORP | 股票-其他 | 0.46% | — | -50.27% | |
| 45 | RESNUSD | Resonant INC | 股票-其他 | 0.42% | — | +11.33% | |
| 46 | ✓ | Gordon Pointe Acquisition Co | 股票-其他 | 0.39% | — | — | |
| 47 | AXTI | Axt INC | 股票-其他 | 0.38% | — | — | |
| 48 | AMBRUSD | Amber Road INC | 股票-其他 | 0.35% | — | -48.71% | |
| 49 | CYEUR | Cypress Semiconductor CORP | 股票-其他 | 0.23% | — | -4.76% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AKAM | Akamai Technologies INC | +3.6% | +766.12% | 加碼 |
| 2 | LRCXEUR | Lam Research CORP | +3% | +82.83% | 加碼 |
| 3 | MSFT | Microsoft CORP | +2.8% | +10.07% | 加碼 |
| 4 | ✓ | Hortonworks, Inc. | +2.8% | +222.95% | 加碼 |
| 5 | NPTNEUR | Neophotonics CORP | +1.7% | +102.78% | 加碼 |
| 6 | FEYECHF | Mandiant INC | +0.7% | -18.93% | 減碼 |
| 7 | LITE | Lumentum Holdings INC | +0.6% | -28.74% | 減碼 |
| 8 | COHR | Coherent Corp. | +0.6% | -28.54% | 減碼 |
| 9 | GOOGL | Alphabet Inc-cl A | +0.4% | -43.37% | 減碼 |
| 10 | P | Everpure Inc-a | +0.2% | -46.27% | 減碼 |
| 11 | CIEN | Ciena CORP | +0.2% | -43.03% | 減碼 |
| 12 | AMAT | Applied Materials INC | +0.2% | -27.27% | 減碼 |
| 13 | IPHI | Inphi CORP | +0.1% | -47.18% | 減碼 |
| 14 | BNFTEUR | Benefitfocus INC | 0% | -58.38% | 減碼 |
| 15 | GTN | Gray Media INC | 0% | -53.08% | 減碼 |
| 16 | CONE1EUR | Cyrusone INC | 0% | -48.72% | 減碼 |
| 17 | INFNEUR | Infinera CORP | -0.2% | -59.37% | 減碼 |
| 18 | DATA | Tableau Software Inc-cl A | -0.3% | -58.74% | 減碼 |
| 19 | WDC | Western Digital CORP | -0.5% | -44.98% | 減碼 |
| 20 | ICHR | Ichor Holdings, Ltd. | -0.8% | -63.53% | 減碼 |
| 21 | GLW | Corning INC | -0.8% | -57.92% | 減碼 |
| 22 | MRVL | Marvell Technology, Inc. | -1% | -65.52% | 減碼 |
| 23 | UCTT | Ultra Clean Holdings INC | -1% | -63.53% | 減碼 |
| 24 | PANW | Palo Alto Networks INC | -1.2% | -67.49% | 減碼 |
| 25 | TTWO | Take-two Interactive Softwre | -1.6% | -83.33% | 減碼 |
| 26 | ✓ | Ellie Mae INC Com | -2.2% | -78.61% | 減碼 |
| 27 | ✓ | Powershares Qqq Trust Ser 1 | — | EXIT | 清倉 |
| 28 | META | Meta Platforms Inc-class A | — | EXIT | 清倉 |
| 29 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | EXIT | 清倉 |
| 30 | QCOM | Qualcomm INC | — | EXIT | 清倉 |
| 31 | QQQ | Invesco Qqq Trust Series 1 | — | NEW | 新建倉 |
| 32 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 33 | AMD | Advanced Micro Devices | — | EXIT | 清倉 |
| 34 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建倉 |
| 35 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | 清倉 |
| 36 | NTNX | Nutanix INC - A | — | EXIT | 清倉 |
| 37 | T | At&t INC | — | EXIT | 清倉 |
| 38 | MULEUSD | Mulesoft INC -a | — | EXIT | 清倉 |
| 39 | MTSI | Macom Technology Solutions H | — | NEW | 新建倉 |
| 40 | SNX | TD Synnex CORP | — | EXIT | 清倉 |
| 41 | TWTRUSD | Twitter INC | — | NEW | 新建倉 |
| 42 | HIMX | Himax Technologies Inc-adr | — | NEW | 新建倉 |
| 43 | TLND | Talend SA - Adr | — | EXIT | 清倉 |
| 44 | ROKU | Roku INC | — | NEW | 新建倉 |
| 45 | CRM | Salesforce INC | — | EXIT | 清倉 |
| 46 | MDB | Mongodb INC | — | EXIT | 清倉 |
| 47 | YEXT | Yext INC | — | EXIT | 清倉 |
| 48 | BOX | Box INC - Class A | — | EXIT | 清倉 |
| 49 | SNAP | Snap INC - A | — | EXIT | 清倉 |
| 50 | SMCIUSD | Super Micro Computer INC | — | EXIT | 清倉 |