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 | NFLX | Netflix INC | 股票-通訊服務 | 8.97% | — | +26.50% | |
| 2 | TSLA | Tesla INC | 股票-循環性消費 | 6.77% | — | +145.13% | |
| 3 | PANW | Palo Alto Networks INC | 股票-科技 | 6.54% | — | +89.53% | |
| 4 | MRVL | Marvell Technology INC | 股票-科技 | 4.40% | -6.04% | EXIT | |
| 5 | ETSY | Etsy INC | 股票-循環性消費 | 4.24% | — | — | |
| 6 | AMZN | Amazon.com INC | 股票-循環性消費 | 4.23% | +2.91% | — | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 4.15% | — | -4.37% | |
| 8 | RBLX | Roblox CORP -class A | 股票-通訊服務 | 3.82% | — | — | |
| 9 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 3.71% | — | -39.30% | |
| 10 | SNOW | Snowflake INC | 股票-科技 | 3.65% | -3.58% | -47.05% | |
| 11 | UBER | Uber Technologies INC | 股票-工業 | 3.53% | — | -21.38% | |
| 12 | VZ | Verizon Communications INC | 股票-通訊服務 | 3.53% | — | +7.50% | |
| 13 | LYFT | Lyft Inc-a | 股票-科技 | 3.10% | — | -23.30% | |
| 14 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 3.08% | — | -27.25% | |
| 15 | TTWO | Take-two Interactive Softwre | 股票-通訊服務 | 3.04% | — | +22.91% | |
| 16 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 2.88% | — | +31.70% | |
| 17 | BKNG | Booking Holdings INC | 股票-循環性消費 | 2.83% | — | -55.82% | |
| 18 | AMD | Advanced Micro Devices | 股票-科技 | 2.75% | — | -66.94% | |
| 19 | QRVO | Qorvo INC | 股票-科技 | 2.60% | — | — | |
| 20 | ERIC | Ericsson (lm) Tel-sp Adr | 股票-科技 | 2.55% | +10.74% | -29.32% | |
| 21 | EXPE | Expedia Group INC | 股票-循環性消費 | 2.50% | — | -43.02% | |
| 22 | DDOG | Datadog INC - Class A | 股票-科技 | 2.50% | -3.49% | EXIT | |
| 23 | EQIX | Equinix INC | 股票-房地產 | 2.17% | +3.47% | — | |
| 24 | BZ | Kanzhun LTD - Adr | 股票-其他 | 2.11% | — | — | |
| 25 | OKTA | Okta INC | 股票-科技 | 1.98% | — | +6.41% | |
| 26 | NOK | Nokia Corp-spon Adr | 股票-科技 | 1.89% | — | -35.29% | |
| 27 | ASAN | Asana INC - Cl A | 股票-其他 | 1.45% | — | — | |
| 28 | FIVN | Five9 INC | 股票-科技 | 1.42% | — | -49.22% | |
| 29 | CIEN | Ciena CORP | 股票-科技 | 1.12% | — | -66.45% | |
| 30 | GTLB | Gitlab Inc-cl A | 股票-科技 | 0.89% | — | — | |
| 31 | WOLF* | Wolfspeed INC | 股票-其他 | 0.84% | — | — | |
| 32 | CRDO | Credo Technology Group Holding Ltd | 股票-科技 | 0.52% | — | — | |
| 33 | ZUOUSD | Zuora INC - Class A | 股票-其他 | 0.13% | — | -4.96% | |
| 34 | NEE | Nextera Energy INC | 股票-公用事業 | 0.03% | — | — | |
| 35 | FSLR | First Solar INC | 股票-科技 | 0.03% | — | — | |
| 36 | RNW | ReNew Energy Global Plc | 股票-其他 | 0.02% | — | — | |
| 37 | BWEN | Broadwind INC | 股票-其他 | 0.01% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | NFLX | Netflix INC | +5.1% | +26.50% | 加碼 |
| 2 | ETSY | Etsy INC | +4.2% | NEW | 新建倉 |
| 3 | AMZN | Amazon.com INC | +4.2% | NEW | 新建倉 |
| 4 | RBLX | Roblox CORP -class A | +3.8% | NEW | 新建倉 |
| 5 | QRVO | Qorvo INC | +2.6% | NEW | 新建倉 |
| 6 | EQIX | Equinix INC | +2.2% | NEW | 新建倉 |
| 7 | BZ | Kanzhun LTD - Adr | +2.1% | NEW | 新建倉 |
| 8 | TSLA | Tesla INC | +1.6% | +145.13% | 加碼 |
| 9 | MRVL | Marvell Technology INC | +1.5% | +15.54% | 加碼 |
| 10 | ASAN | Asana INC - Cl A | +1.5% | NEW | 新建倉 |
| 11 | VOO | Vanguard S&P 500 ETF | +1.4% | +31.70% | 加碼 |
| 12 | QCOM | Qualcomm INC | +1.2% | -4.37% | 減碼 |
| 13 | RIVN | Rivian Automotive Inc-a | +1.1% | -27.25% | 減碼 |
| 14 | TTWO | Take-two Interactive Softwre | +1% | +22.91% | 加碼 |
| 15 | UBER | Uber Technologies INC | +1% | -21.38% | 減碼 |
| 16 | GTLB | Gitlab Inc-cl A | +0.9% | NEW | 新建倉 |
| 17 | WOLF* | Wolfspeed INC | +0.8% | NEW | 新建倉 |
| 18 | CRDO | Credo Technology Group Holding Ltd | +0.5% | NEW | 新建倉 |
| 19 | VZ | Verizon Communications INC | +0.3% | +7.50% | 加碼 |
| 20 | LYFT | Lyft Inc-a | +0.1% | -23.30% | 減碼 |
| 21 | FSLR | First Solar INC | 0% | NEW | 新建倉 |
| 22 | RNW | ReNew Energy Global Plc | 0% | NEW | 新建倉 |
| 23 | ZUOUSD | Zuora INC - Class A | 0% | -4.96% | 減碼 |
| 24 | BWEN | Broadwind INC | 0% | NEW | 新建倉 |
| 25 | NEE | Nextera Energy INC | 0% | — | 不變 |
| 26 | VNT | Vontier CORP | 0% | EXIT | 清倉 |
| 27 | XIFR | Xplr Infrastructure LP | -0.1% | EXIT | 清倉 |
| 28 | OKTA | Okta INC | -0.2% | +6.41% | 加碼 |
| 29 | NOK | Nokia Corp-spon Adr | -0.5% | -35.29% | 減碼 |
| 30 | SNOW | Snowflake INC | -0.5% | -47.05% | 減碼 |
| 31 | TSM | Taiwan Semiconductor-sp Adr | -0.7% | EXIT | 清倉 |
| 32 | EXPE | Expedia Group INC | -0.8% | -43.02% | 減碼 |
| 33 | TCOM | Trip.com Group Ltd-adr | -0.9% | -39.30% | 減碼 |
| 34 | ERIC | Ericsson (lm) Tel-sp Adr | -0.9% | -29.32% | 減碼 |
| 35 | FIVN | Five9 INC | -1.1% | -49.22% | 減碼 |
| 36 | PANW | Palo Alto Networks INC | -1.2% | +89.53% | 加碼 |
| 37 | CIEN | Ciena CORP | -1.7% | -66.45% | 減碼 |
| 38 | BKNG | Booking Holdings INC | -2.2% | -55.82% | 減碼 |
| 39 | ROKU | Roku INC | -2.9% | EXIT | 清倉 |
| 40 | DDOG | Datadog INC - Class A | -3.8% | -68.25% | 減碼 |
| 41 | MU | Micron Technology INC | -4.4% | EXIT | 清倉 |
| 42 | AMD | Advanced Micro Devices | -4.7% | -66.94% | 減碼 |
| 43 | ZM | Zoom Communications INC | -4.8% | EXIT | 清倉 |
| 44 | MPWR | Monolithic Power Systems INC | -5.7% | EXIT | 清倉 |