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 | 36.69% | — | -19.08% | |
| 2 | CGNX | Cognex CORP | 股票-科技 | 31.19% | — | -7.66% | |
| 3 | CSTE | Caesarstone Ltd. | 股票-其他 | 15.10% | — | — | |
| 4 | HXL | Hexcel CORP | 股票-工業 | 8.97% | — | — | |
| 5 | MHK | Mohawk Industries INC | 股票-循環性消費 | 7.90% | — | — | |
| 6 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.16% | — | +36.45% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | CGNX | Cognex CORP | +6.7% | -7.66% | 減碼 |
| 2 | BABA | Alibaba Group Holding-sp Adr | +1.8% | -19.08% | 減碼 |
| 3 | HXL | Hexcel CORP | +1.2% | — | 不變 |
| 4 | MHK | Mohawk Industries INC | +0.6% | — | 不變 |
| 5 | SBUX | Starbucks CORP | 0% | +36.45% | 加碼 |
| 6 | CSTE | Caesarstone Ltd. | -1.7% | — | 不變 |
| 7 | ✓ | — | EXIT | 清倉 | |
| 8 | BEDUUSD | Bright Scholar Education-adr | — | EXIT | 清倉 |