CIK: 0001106500
申報總市值
US$3.7億
| # | 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 | BABA | Alibaba Group Holding-sp Adr | 股票-循環性消費 | 34.90% | — | -8.38% | |
| 2 | CGNX | Cognex CORP | 股票-科技 | 24.53% | — | — | |
| 3 | CSTE | Caesarstone Ltd. | 股票-其他 | 16.75% | — | — | |
| 4 | HXL | Hexcel CORP | 股票-工業 | 7.78% | — | +85.35% | |
| 5 | ✓ | 股票-其他 | 7.78% | — | -80.17% | ||
| 6 | MHK | Mohawk Industries INC | 股票-循環性消費 | 7.28% | — | — | |
| 7 | BEDUUSD | Bright Scholar Education-adr | 股票-其他 | 0.86% | — | — | |
| 8 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.12% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | BABA | Alibaba Group Holding-sp Adr | +7.8% | -8.38% | 減碼 |
| 2 | HXL | Hexcel CORP | +3.8% | +85.35% | 加碼 |
| 3 | CGNX | Cognex CORP | +2% | — | 不變 |
| 4 | CSTE | Caesarstone Ltd. | +0.7% | — | 不變 |
| 5 | ✓ | -19.7% | -80.17% | 減碼 | |
| 6 | MHK | Mohawk Industries INC | — | NEW | 新建倉 |
| 7 | ETSY | Etsy INC | — | EXIT | 清倉 |
| 8 | BEDUUSD | Bright Scholar Education-adr | — | NEW | 新建倉 |
| 9 | SBUX | Starbucks CORP | — | NEW | 新建倉 |