CIK: 0001747057
申報總市值
US$112.3億
| # | 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 | 11.69% | — | — | |
| 2 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 8.72% | — | — | |
| 3 | AMZN | Amazon.com INC | 股票-循環性消費 | 8.18% | +0.46% | — | |
| 4 | HLT | Hilton Worldwide Holdings In | 股票-循環性消費 | 7.11% | — | — | |
| 5 | DHI | Dr Horton INC | 股票-循環性消費 | 6.97% | — | — | |
| 6 | DIS | Walt Disney Co/the | 股票-通訊服務 | 6.25% | — | — | |
| 7 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 5.07% | +1.20% | NEW | |
| 8 | GWRE | Guidewire Software INC | 股票-科技 | 4.57% | — | — | |
| 9 | SHW | Sherwin-williams Co/the | 股票-原物料 | 4.57% | -1.56% | — | |
| 10 | MELI | Mercadolibre INC | 股票-循環性消費 | 3.99% | +1.53% | — | |
| 11 | RACE | Ferrari N.V. | 股票-循環性消費 | 3.85% | — | — | |
| 12 | BA | Boeing Co/the | 股票-工業 | 2.94% | — | — | |
| 13 | ADBE | Adobe INC | 股票-科技 | 2.89% | — | — | |
| 14 | V | Visa Inc-class A Shares | 股票-金融 | 2.68% | — | — | |
| 15 | PODD | Insulet CORP | 股票-醫療保健 | 2.55% | — | — | |
| 16 | WYNN | Wynn Resorts LTD | 股票-循環性消費 | 2.38% | — | — | |
| 17 | AMAT | Applied Materials INC | 股票-科技 | 2.09% | — | — | |
| 18 | BILI | Bilibili Inc-sponsored Adr | 股票-其他 | 1.71% | — | — | |
| 19 | PEGA | Pegasystems INC | 股票-科技 | 1.67% | — | — | |
| 20 | SPOT | Spotify Technology S.A. | 股票-通訊服務 | 1.65% | -0.68% | — | |
| 21 | ADSK | Autodesk INC | 股票-科技 | 1.52% | -0.60% | — | |
| 22 | DHR | Danaher CORP | 股票-醫療保健 | 1.29% | +2.69% | — | |
| 23 | OC | Owens Corning | 股票-工業 | 1.15% | — | — | |
| 24 | VMC | Vulcan Materials Co | 股票-原物料 | 0.85% | — | — | |
| 25 | LRCXEUR | Lam Research CORP | 股票-科技 | 0.61% | — | — | |
| 26 | HUYA | Huya Inc-adr | 股票-其他 | 0.61% | — | — | |
| 27 | LVS | Las Vegas Sands CORP | 股票-循環性消費 | 0.61% | — | — | |
| 28 | DE | Deere & Co | 股票-工業 | 0.57% | — | — | |
| 29 | TME | Tencent Music Entertainm-adr | 股票-通訊服務 | 0.44% | — | — | |
| 30 | FTCHQ | Farfetch Ltd-class A | 股票-其他 | 0.38% | — | — | |
| 31 | NOW | Servicenow INC | 股票-科技 | 0.31% | — | — | |
| 32 | IQ | Iqiyi Inc-adr | 股票-其他 | 0.11% | — | — |