CIK: 0001484165
申報總市值
US$2227.5萬
| # | 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 | AVGO | Broadcom Inc. | 股票-科技 | 15.38% | — | +86.70% | |
| 2 | MU | Micron Technology INC | 股票-科技 | 10.66% | -0.71% | EXIT | |
| 3 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 9.77% | +0.92% | +2.10% | |
| 4 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 9.14% | — | — | |
| 5 | ✓ | Linkedin CORP | 股票-其他 | 7.14% | — | — | |
| 6 | TMUS | T-mobile US INC | 股票-通訊服務 | 6.65% | — | +31.93% | |
| 7 | MPWR | Monolithic Power Systems INC | 股票-科技 | 6.40% | — | -9.57% | |
| 8 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 5.18% | — | +29.62% | |
| 9 | SIMO | Silicon Motion Technol-adr | 股票-其他 | 4.31% | — | -21.95% | |
| 10 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 4.29% | — | +31.46% | |
| 11 | AMAT | Applied Materials, Inc. | 股票-科技 | 3.90% | — | +31.75% | |
| 12 | KLIC | Kulicke & Soffa Industries | 股票-科技 | 3.82% | — | -43.04% | |
| 13 | CRUS | Cirrus Logic INC | 股票-科技 | 3.82% | — | -27.85% | |
| 14 | AMD | Advanced Micro Devices | 股票-科技 | 3.69% | — | +113.55% | |
| 15 | EA | Electronic Arts INC | 股票-通訊服務 | 2.73% | — | — | |
| 16 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 2.24% | — | +6.67% | |
| 17 | NRG | NRG Energy, Inc. | 股票-公用事業 | 0.45% | — | — | |
| 18 | PEGIEUR | Pattern Energy Group INC -a | 股票-其他 | 0.32% | — | +16.36% | |
| 19 | SLTDEUR | Sunworks INC | 股票-其他 | 0.08% | — | — | |
| 20 | ✓ | Renesola LTD | 股票-其他 | 0.04% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc. | +4.1% | +86.70% | 加碼 |
| 2 | AMD | Advanced Micro Devices | +2.4% | +113.55% | 加碼 |
| 3 | TMUS | T-mobile US INC | +0.5% | +31.93% | 加碼 |
| 4 | ATVIEUR | Activision Blizzard INC | +0.5% | +29.62% | 加碼 |
| 5 | PEGIEUR | Pattern Energy Group INC -a | 0% | +16.36% | 加碼 |
| 6 | CHLUSD | China Mobile Ltd-spon Adr | — | +31.46% | 加碼 |
| 7 | NRG | NRG Energy, Inc. | -0.1% | — | 不變 |
| 8 | AMAT | Applied Materials, Inc. | -0.2% | +31.75% | 加碼 |
| 9 | HIMX | Himax Technologies Inc-adr | -1.7% | +6.67% | 加碼 |
| 10 | SIMO | Silicon Motion Technol-adr | -1.9% | -21.95% | 減碼 |
| 11 | MPWR | Monolithic Power Systems INC | -2.7% | -9.57% | 減碼 |
| 12 | CRUS | Cirrus Logic INC | -3% | -27.85% | 減碼 |
| 13 | META | Meta Platforms Inc-class A | -3.4% | +2.10% | 加碼 |
| 14 | KLIC | Kulicke & Soffa Industries | -4.8% | -43.04% | 減碼 |
| 15 | MU | Micron Technology INC | — | NEW | 新建倉 |
| 16 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建倉 |
| 17 | ✓ | Linkedin CORP | — | NEW | 新建倉 |
| 18 | ✓ | Yahoo INC | — | EXIT | 清倉 |
| 19 | GOOG | Alphabet Inc-cl C | — | EXIT | 清倉 |
| 20 | MXIM | Maxim Integrated Products | — | EXIT | 清倉 |
| 21 | EA | Electronic Arts INC | — | NEW | 新建倉 |
| 22 | DQ | Daqo New Energy Corp-adr | — | EXIT | 清倉 |
| 23 | ✓ | Ja Solar Holdings Co LTD | — | EXIT | 清倉 |
| 24 | SLTDEUR | Sunworks INC | — | NEW | 新建倉 |
| 25 | ✓ | Renesola LTD | — | NEW | 新建倉 |