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 | MU | Micron Technology INC | 股票-科技 | 11.15% | -0.71% | EXIT | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 8.55% | +0.92% | +165.17% | |
| 3 | TSLA | Tesla INC | 股票-循環性消費 | 8.38% | — | — | |
| 4 | MSFT | Microsoft CORP | 股票-科技 | 8.12% | — | +56.49% | |
| 5 | ADI | Analog Devices INC | 股票-科技 | 7.70% | -3.31% | EXIT | |
| 6 | IPHI | Inphi CORP | 股票-其他 | 6.07% | — | +53.48% | |
| 7 | RNG | Ringcentral Inc-class A | 股票-科技 | 5.64% | — | +325.12% | |
| 8 | SWKS | Skyworks Solutions INC | 股票-科技 | 5.11% | — | — | |
| 9 | QRVO | Qorvo INC | 股票-科技 | 4.82% | — | — | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 4.71% | — | +12.94% | |
| 11 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 3.90% | — | +61.30% | |
| 12 | WDC | Western Digital CORP | 股票-科技 | 3.82% | -4.63% | — | |
| 13 | LITE | Lumentum Holdings INC | 股票-科技 | 3.61% | -0.24% | -37.75% | |
| 14 | DIS | Walt Disney Co/the | 股票-通訊服務 | 3.53% | — | +56.82% | |
| 15 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 3.22% | +10.74% | +9.70% | |
| 16 | TMUS | T-mobile US INC | 股票-通訊服務 | 2.83% | — | +13.24% | |
| 17 | VISN | Vistance Networks INC | 股票-科技 | 2.56% | — | -30.16% | |
| 18 | CIEN | Ciena CORP | 股票-科技 | 2.56% | — | -28.50% | |
| 19 | DDOG | Datadog INC - Class A | 股票-科技 | 1.19% | -3.49% | EXIT | |
| 20 | STX | Seagate Technology Holdings plc | 股票-科技 | 1.11% | — | — | |
| 21 | COHR | Coherent Corp. | 股票-科技 | 0.74% | — | -43.00% | |
| 22 | RUN | Sunrun INC | 股票-科技 | 0.51% | — | — | |
| 23 | WTS | Watts Water Technologies-a | 股票-工業 | 0.05% | — | — | |
| 24 | THRM | Gentherm INC | 股票-其他 | 0.04% | — | — | |
| 25 | ENPH | Enphase Energy INC | 股票-科技 | 0.04% | — | -53.43% | |
| 26 | NOVAQ | Sunnova Energy International | 股票-其他 | 0.03% | — | — | |
| 27 | CMRE | Costamare Inc. | 股票-其他 | 0.01% | — | — |