CIK: 0001708759
申報總市值
US$5.6億
| # | 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 | ADI | Analog Devices INC | 股票-科技 | 3.78% | +1.63% | NEW | |
| 2 | AMZN | Amazon.com INC | 股票-循環性消費 | 3.70% | +1.05% | — | |
| 3 | INTC | Intel CORP | 股票-科技 | 3.61% | +3.84% | NEW | |
| 4 | NVDA | Nvidia CORP | 股票-科技 | 3.56% | -2.60% | -35.02% | |
| 5 | ASML | ASML Holding N.V. | 股票-科技 | 3.48% | +1.72% | — | |
| 6 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 3.39% | — | -54.72% | |
| 7 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 3.02% | +1.65% | NEW | |
| 8 | SNOW | Snowflake INC | 股票-科技 | 2.94% | -1.49% | +10.45% | |
| 9 | SWKS | Skyworks Solutions INC | 股票-科技 | 2.92% | — | — | |
| 10 | EXPE | Expedia Group INC | 股票-循環性消費 | 2.91% | -1.21% | EXIT | |
| 11 | Z | Zillow Group INC - C | 股票-通訊服務 | 2.89% | +1.22% | NEW | |
| 12 | LRCXEUR | Lam Research CORP | 股票-科技 | 2.82% | — | +12.50% | |
| 13 | XYZ | Block INC | 股票-金融 | 2.78% | — | +309.09% | |
| 14 | WDAY | Workday Inc-class A | 股票-科技 | 2.74% | — | — | |
| 15 | S | Sentinelone INC -class A | 股票-科技 | 2.63% | — | +140.00% | |
| 16 | CRM | Salesforce INC | 股票-科技 | 2.63% | — | — | |
| 17 | HUBS | Hubspot INC | 股票-科技 | 2.51% | +1.31% | NEW | |
| 18 | NET | Cloudflare INC - Class A | 股票-科技 | 2.41% | +1.20% | -14.78% | |
| 19 | STX | Seagate Technology Holdings plc | 股票-科技 | 2.39% | — | — | |
| 20 | FTNT | Fortinet INC | 股票-科技 | 2.26% | +0.47% | — | |
| 21 | ZS | Zscaler INC | 股票-科技 | 2.12% | — | -36.84% | |
| 22 | U | Unity Software INC | 股票-科技 | 2.12% | — | — | |
| 23 | DDOG | Datadog INC - Class A | 股票-科技 | 2.11% | +0.97% | NEW | |
| 24 | NFLX | Netflix INC | 股票-通訊服務 | 1.95% | — | — | |
| 25 | HPQ | Hp INC | 股票-科技 | 1.92% | — | — | |
| 26 | MTCH | Match Group INC | 股票-通訊服務 | 1.90% | — | — | |
| 27 | SAP | Sap Se-sponsored Adr | 股票-科技 | 1.85% | — | — | |
| 28 | NOW | Servicenow INC | 股票-科技 | 1.83% | — | — | |
| 29 | JD | Jd.com Inc-adr | 股票-循環性消費 | 1.73% | — | — | |
| 30 | HPE | Hewlett Packard Enterprise | 股票-科技 | 1.70% | — | -28.57% | |
| 31 | MRVL | Marvell Technology INC | 股票-科技 | 1.69% | — | -12.50% | |
| 32 | CSCO | Cisco Systems INC | 股票-科技 | 1.67% | — | — | |
| 33 | ANETEUR | Arista Networks INC | 股票-其他 | 1.65% | — | — | |
| 34 | TTD | Trade Desk Inc/the -class A | 股票-通訊服務 | 1.58% | — | -40.54% | |
| 35 | WDC | Western Digital CORP | 股票-科技 | 1.46% | -2.48% | -26.32% | |
| 36 | TCOM | Trip.com Group Ltd-adr | 股票-循環性消費 | 1.44% | — | — | |
| 37 | SNAP | Snap INC - A | 股票-通訊服務 | 1.42% | — | — | |
| 38 | ✓ | Cyberark Software LTD | 股票-其他 | 1.31% | — | — | |
| 39 | VOO | Vanguard S&P 500 ETF | ETF-大型股與成長 | 1.26% | — | — | |
| 40 | W | Wayfair Inc- Class A | 股票-循環性消費 | 1.11% | — | — | |
| 41 | FISV | Fiserv INC | 股票-其他 | 1.06% | -0.94% | EXIT | |
| 42 | ZM | Zoom Communications INC | 股票-科技 | 0.86% | — | — | |
| 43 | ORCL | Oracle CORP | 股票-科技 | 0.80% | — | — | |
| 44 | ETSY | Etsy INC | 股票-循環性消費 | 0.73% | — | — | |
| 45 | SE | Sea Ltd-adr | 股票-通訊服務 | 0.73% | — | — | |
| 46 | OKTA | Okta INC | 股票-科技 | 0.71% | — | — | |
| 47 | FIVN | Five9 INC | 股票-科技 | 0.57% | — | — | |
| 48 | ONTO | Onto Innovation INC | 股票-科技 | 0.55% | — | — | |
| 49 | VRNS | Varonis Systems INC | 股票-科技 | 0.47% | — | -63.05% | |
| 50 | MU | Micron Technology INC | 股票-科技 | 0.34% | -3.98% | EXIT |