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 | MSFT | Microsoft CORP | 股票-科技 | 16.34% | — | -0.66% | |
| 2 | QRVO | Qorvo INC | 股票-科技 | 12.24% | — | — | |
| 3 | TXN | Texas Instruments INC | 股票-科技 | 10.59% | +1.49% | — | |
| 4 | CRM | Salesforce INC | 股票-科技 | 7.94% | — | -30.93% | |
| 5 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.51% | — | — | |
| 6 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 7.03% | — | — | |
| 7 | TMUS | T-mobile US INC | 股票-通訊服務 | 6.87% | — | — | |
| 8 | CIEN | Ciena CORP | 股票-科技 | 6.47% | — | — | |
| 9 | AMD | Advanced Micro Devices | 股票-科技 | 5.34% | — | — | |
| 10 | ATVIEUR | Activision Blizzard INC | 股票-通訊服務 | 5.12% | — | — | |
| 11 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 5.12% | — | -4.08% | |
| 12 | QCOM | Qualcomm INC | 股票-科技 | 4.72% | — | — | |
| 13 | OKTA | Okta INC | 股票-科技 | 3.22% | — | -38.81% | |
| 14 | MX | Magnachip Semiconductor CORP | 股票-其他 | 1.40% | — | -41.64% | |
| 15 | TERPEUR | Terraform Power INC - A | 股票-其他 | 0.06% | — | +47.32% | |
| 16 | VSLR | Vivint Solar INC | 股票-其他 | 0.02% | — | — | |
| 17 | SLTDEUR | Sunworks INC | 股票-其他 | — | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | TERPEUR | Terraform Power INC - A | — | +47.32% | 加碼 |
| 2 | MX | Magnachip Semiconductor CORP | -2.3% | -41.64% | 減碼 |
| 3 | OKTA | Okta INC | -2.4% | -38.81% | 減碼 |
| 4 | BABA | Alibaba Group Holding-sp Adr | -3.9% | -4.08% | 減碼 |
| 5 | MSFT | Microsoft CORP | -4.9% | -0.66% | 減碼 |
| 6 | CRM | Salesforce INC | -6.8% | -30.93% | 減碼 |
| 7 | QRVO | Qorvo INC | — | NEW | 新建倉 |
| 8 | MPWR | Monolithic Power Systems INC | — | EXIT | 清倉 |
| 9 | TXN | Texas Instruments INC | — | NEW | 新建倉 |
| 10 | GOOG | Alphabet Inc-cl C | — | NEW | 新建倉 |
| 11 | TTWO | Take-two Interactive Softwre | — | NEW | 新建倉 |
| 12 | TMUS | T-mobile US INC | — | NEW | 新建倉 |
| 13 | CIEN | Ciena CORP | — | NEW | 新建倉 |
| 14 | TWTRUSD | Twitter INC | — | EXIT | 清倉 |
| 15 | AMD | Advanced Micro Devices | — | NEW | 新建倉 |
| 16 | ATVIEUR | Activision Blizzard INC | — | NEW | 新建倉 |
| 17 | QCOM | Qualcomm INC | — | NEW | 新建倉 |
| 18 | INTC | Intel CORP | — | EXIT | 清倉 |
| 19 | LITE | Lumentum Holdings INC | — | EXIT | 清倉 |
| 20 | STX | Seagate Technology Holdings plc | — | EXIT | 清倉 |
| 21 | SIMO | Silicon Motion Technol-adr | — | EXIT | 清倉 |
| 22 | VSLR | Vivint Solar INC | — | NEW | 新建倉 |
| 23 | VQKA | Emeren Group LTD | — | EXIT | 清倉 |
| 24 | SLTDEUR | Sunworks INC | — | NEW | 新建倉 |