CIK: 0001728120
申報總市值
US$5.3億
| # | 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 | CROX | Crocs INC | 股票-循環性消費 | 25.50% | — | — | |
| 2 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 12.33% | — | +37.82% | |
| 3 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 11.41% | — | +45.43% | |
| 4 | YUMC | Yum China Holdings INC | 股票-循環性消費 | 10.72% | — | — | |
| 5 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 7.89% | — | — | |
| 6 | JD | Jd.com Inc-adr | 股票-循環性消費 | 6.16% | — | — | |
| 7 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 5.77% | — | -31.67% | |
| 8 | WGO | Winnebago Industries | 股票-其他 | 4.23% | — | — | |
| 9 | DASH | Doordash INC - A | 股票-循環性消費 | 3.70% | — | — | |
| 10 | HTHT | H World Group Ltd-adr | 股票-其他 | 3.40% | — | +107.72% | |
| 11 | OPEN | Opendoor Technologies INC | 股票-房地產 | 3.06% | — | — | |
| 12 | BEKE | Ke Holdings Inc-adr | 股票-其他 | 1.76% | — | — | |
| 13 | PHM | Pultegroup INC | 股票-循環性消費 | 0.78% | — | — | |
| 14 | DHI | Dr Horton INC | 股票-循環性消費 | 0.70% | — | — | |
| 15 | NVR | Nvr INC | 股票-循環性消費 | 0.69% | — | — | |
| 16 | LEN | Lennar Corp-a | 股票-循環性消費 | 0.69% | — | — | |
| 17 | TOL | Toll Brothers INC | 股票-循環性消費 | 0.66% | — | — | |
| 18 | TMHC | Taylor Morrison Home CORP | 股票-循環性消費 | 0.24% | — | — | |
| 19 | LGIH | Lgi Homes INC | 股票-其他 | 0.21% | — | — | |
| 20 | T86 | Tri Pointe Homes INC | 股票-其他 | 0.11% | — | — |