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 | 12.38% | -0.71% | EXIT | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股與成長 | 12.08% | — | — | |
| 3 | AMD | Advanced Micro Devices | 股票-科技 | 9.93% | — | — | |
| 4 | IPHI | Inphi CORP | 股票-其他 | 7.20% | — | +45.98% | |
| 5 | RNG | Ringcentral Inc-class A | 股票-科技 | 6.31% | — | +17.21% | |
| 6 | MSFT | Microsoft CORP | 股票-科技 | 5.84% | — | -5.17% | |
| 7 | MPWR | Monolithic Power Systems INC | 股票-科技 | 5.00% | — | — | |
| 8 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.85% | +2.91% | — | |
| 9 | ADI | Analog Devices INC | 股票-科技 | 4.30% | -3.31% | EXIT | |
| 10 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 3.98% | — | +21.35% | |
| 11 | MRVL | Marvell Technology, Inc. | 股票-科技 | 3.65% | — | — | |
| 12 | CIEN | Ciena CORP | 股票-科技 | 3.23% | — | +78.29% | |
| 13 | AAPL | Apple INC | 股票-科技 | 3.08% | — | — | |
| 14 | NVDA | Nvidia CORP | 股票-科技 | 3.07% | -1.20% | — | |
| 15 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 2.98% | +10.74% | +32.22% | |
| 16 | TMUS | T-mobile US INC | 股票-通訊服務 | 2.90% | — | +25.94% | |
| 17 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.48% | — | -3.36% | |
| 18 | DISH | Dish Network Corp-a | 股票-其他 | 1.75% | — | — | |
| 19 | NTNX | Nutanix INC - A | 股票-科技 | 1.57% | — | — | |
| 20 | POWI | Power Integrations INC | 股票-科技 | 1.11% | — | — | |
| 21 | VISN | Vistance Networks INC | 股票-科技 | 0.61% | — | -50.89% | |
| 22 | DDOG | Datadog INC - Class A | 股票-科技 | 0.60% | -3.49% | EXIT | |
| 23 | NOK | Nokia Corp-spon Adr | 股票-科技 | 0.57% | — | — | |
| 24 | COHR | Coherent Corp. | 股票-科技 | 0.46% | — | -3.43% | |
| 25 | DHR | Danaher CORP | 股票-醫療保健 | 0.03% | — | — | |
| 26 | RUN | Sunrun INC | 股票-科技 | 0.03% | — | +20.90% | |
| 27 | XIFR | Xplr Infrastructure LP | 股票-公用事業 | 0.02% | — | — | |
| 28 | ✓ | Energy Focus INC | 股票-其他 | — | — | — |