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 | MSFT | Microsoft CORP | 股票-科技 | 41.99% | -6.50% | — | |
| 2 | PWR | Quanta Services INC | 股票-工業 | 12.10% | -0.37% | EXIT | |
| 3 | UBER | Uber Technologies INC | 股票-工業 | 10.45% | -15.73% | EXIT | |
| 4 | GOOG | Alphabet Inc-cl C | 股票-通訊服務 | 7.43% | — | +65.43% | |
| 5 | NXT | Nextpower Inc-cl A | 股票-科技 | 7.40% | — | +1.36% | |
| 6 | INTU | Intuit INC | 股票-科技 | 5.03% | — | — | |
| 7 | SHLS | Shoals Technologies Group -a | 股票-其他 | 4.62% | — | — | |
| 8 | RIVN | Rivian Automotive Inc-a | 股票-循環性消費 | 2.74% | — | — | |
| 9 | NU | Nu Holdings Ltd. | 股票-金融 | 1.88% | — | — | |
| 10 | SEDG | Solaredge Technologies INC | 股票-科技 | 1.65% | — | -33.24% | |
| 11 | BROS | Dutch Bros Inc-class A | 股票-循環性消費 | 1.33% | +0.73% | — | |
| 12 | STZ | Constellation Brands Inc-a | 股票-非循環性消費 | 1.03% | — | — | |
| 13 | PG | Procter & Gamble Co/the | 股票-非循環性消費 | 0.76% | -0.16% | EXIT | |
| 14 | ADSK | Autodesk INC | 股票-科技 | 0.66% | — | — | |
| 15 | APH | Amphenol Corp-cl A | 股票-科技 | 0.53% | -1.11% | — | |
| 16 | EL | Estee Lauder Companies-cl A | 股票-非循環性消費 | 0.38% | — | — |