CIK: 0001702973
申報總市值
US$9109.7萬
| # | 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 | SPGI | S&p Global INC | 股票-金融 | 7.61% | — | — | |
| 2 | FISV | Fiserv INC | 股票-其他 | 6.08% | — | -16.04% | |
| 3 | FIS | Fidelity National Info Serv | 股票-科技 | 5.82% | — | — | |
| 4 | ADI | Analog Devices INC | 股票-科技 | 5.10% | — | — | |
| 5 | GPN | Global Payments INC | 股票-工業 | 4.91% | — | -2.57% | |
| 6 | AMAT | Applied Materials INC | 股票-科技 | 4.30% | — | -55.34% | |
| 7 | ADBE | Adobe INC | 股票-科技 | 3.96% | — | -0.56% | |
| 8 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 3.61% | — | -38.56% | |
| 9 | CSCO | Cisco Systems INC | 股票-科技 | 3.56% | — | — | |
| 10 | AAPL | Apple INC | 股票-科技 | 3.47% | — | — | |
| 11 | CMCSA | Comcast Corp-class A | 股票-通訊服務 | 3.44% | — | — | |
| 12 | ASML | ASML Holding N.V. | 股票-科技 | 3.42% | — | — | |
| 13 | LRCXEUR | Lam Research CORP | 股票-科技 | 3.27% | — | — | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 3.24% | — | +44.64% | |
| 15 | PLANUSD | Anaplan INC | 股票-其他 | 3.14% | — | +144.66% | |
| 16 | HPQ | Hp INC | 股票-科技 | 3.04% | — | — | |
| 17 | MSFT | Microsoft CORP | 股票-科技 | 2.63% | — | -47.38% | |
| 18 | KEYS | Keysight Technologies In | 股票-科技 | 2.59% | — | — | |
| 19 | UBER | Uber Technologies INC | 股票-工業 | 2.52% | — | — | |
| 20 | MU | Micron Technology INC | 股票-科技 | 2.33% | — | — | |
| 21 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 2.29% | — | — | |
| 22 | DIS | Walt Disney Co/the | 股票-通訊服務 | 2.26% | — | — | |
| 23 | PYPL | Paypal Holdings INC | 股票-金融 | 1.99% | — | — | |
| 24 | RNG | Ringcentral Inc-class A | 股票-科技 | 1.96% | — | — | |
| 25 | TSM | Taiwan Semiconductor-sp Adr | 股票-科技 | 1.94% | — | — | |
| 26 | XRX | Xerox Holdings CORP | 股票-工業 | 1.94% | — | — | |
| 27 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.77% | — | -11.99% | |
| 28 | TER | Teradyne INC | 股票-科技 | 1.70% | — | — | |
| 29 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 1.42% | — | -71.93% | |
| 30 | TEAM | Atlassian Corporation | 股票-科技 | 1.18% | — | -0.29% | |
| 31 | CIEN | Ciena CORP | 股票-科技 | 1.03% | — | — | |
| 32 | SWKS | Skyworks Solutions INC | 股票-科技 | 0.97% | — | — | |
| 33 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 0.80% | — | — | |
| 34 | ADSK | Autodesk INC | 股票-科技 | 0.68% | — | — |