CIK: 0001078779
申報總市值
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僅顯示前 200 大持股（共 247 檔）
| # | 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 | AAPL | Apple INC | 股票-科技 | 2.15% | — | +2.94% | |
| 2 | ✓ | Cree INC | 股票-其他 | 1.90% | — | +27.51% | |
| 3 | FFIV | F5 INC | 股票-科技 | 1.86% | — | +387.50% | |
| 4 | AL | Air Lease CORP | 股票-其他 | 1.80% | — | -36.69% | |
| 5 | GOOG | Alphabet A | 股票-通訊服務 | 1.78% | — | +5.85% | |
| 6 | DATA | Tableau Software Inc-cl A | 股票-其他 | 1.78% | — | +242.38% | |
| 7 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.76% | — | +29.06% | |
| 8 | ✓ | Cubist Pharmaceuticals INC | 股票-其他 | 1.74% | — | +18.73% | |
| 9 | SWKS | Skyworks Solutions INC | 股票-科技 | 1.69% | — | -24.89% | |
| 10 | MA | Mastercard INC - A | 股票-金融 | 1.49% | — | -14.20% | |
| 11 | RHT1EUR | Red Hat INC | 股票-其他 | 1.37% | — | +14680.48% | |
| 12 | GILD | Gilead Sciences INC | 股票-醫療保健 | 1.32% | — | -18.28% | |
| 13 | WT | Wisdomtree INC | 股票-其他 | 1.29% | — | +112.80% | |
| 14 | NKE | Nike INC -cl B | 股票-循環性消費 | 1.25% | — | -16.15% | |
| 15 | ✓ | Linkedin CORP | 股票-其他 | 1.19% | — | +4.15% | |
| 16 | AMZN | Amazon.com INC | 股票-循環性消費 | 1.18% | — | +21.46% | |
| 17 | BKNG | Booking Hldgs INC | 股票-循環性消費 | 1.17% | — | -16.21% | |
| 18 | AMGN | Amgen INC | 股票-醫療保健 | 1.13% | — | +10.35% | |
| 19 | AXP | American Express Company | 股票-金融 | 1.12% | — | +21.47% | |
| 20 | IMMR | Immersion Corporation | 股票-其他 | 1.11% | — | +81.41% | |
| 21 | MSFT | Microsoft CORP | 股票-科技 | 1.10% | — | -22.04% | |
| 22 | URBN | Urban Outfitters INC | 股票-循環性消費 | 1.07% | — | +55.13% | |
| 23 | ✓ | Aegerion Pharmaceuticals INC | 股票-其他 | 1.07% | — | +326.47% | |
| 24 | BXUSD | Blackstone Group Lp/the | 股票-其他 | 1.04% | — | -26.03% | |
| 25 | ✓ | Xoom CORP | 股票-其他 | 1.04% | — | -28.26% | |
| 26 | AKRXEUR | Akorn INC | 股票-其他 | 1.02% | — | +0.16% | |
| 27 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.02% | — | -4.52% | |
| 28 | ✓ | Sodastream Intl F | 股票-其他 | 1.01% | — | +177.41% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.97% | — | -23.53% | |
| 30 | BA | Boeing Co/the | 股票-工業 | 0.96% | — | -24.26% | |
| 31 | HD | Home Depot INC | 股票-循環性消費 | 0.96% | — | +3444.13% | |
| 32 | OLED | Universal Display CORP | 股票-科技 | 0.96% | — | -57.73% | |
| 33 | DKS | Dick's Sporting Goods INC | 股票-循環性消費 | 0.95% | — | +36.04% | |
| 34 | V | Visa Inc-class A Shares | 股票-金融 | 0.94% | — | +5.98% | |
| 35 | GE | GE Aerospace | 股票-工業 | 0.94% | — | +29.20% | |
| 36 | MIDD | Middleby CORP | 股票-工業 | 0.93% | — | +191.59% | |
| 37 | SBUX | Starbucks CORP | 股票-循環性消費 | 0.92% | — | -6.91% | |
| 38 | WSM | Williams-sonoma INC | 股票-循環性消費 | 0.91% | — | +223.07% | |
| 39 | WAGE | Wageworks INC | 股票-其他 | 0.90% | — | +74.39% | |
| 40 | GS | Goldman Sachs Group INC | 股票-金融 | 0.89% | — | +136.83% | |
| 41 | CNC | Centene CORP | 股票-醫療保健 | 0.88% | — | -24.30% | |
| 42 | HSY | Hershey Co/the | 股票-非循環性消費 | 0.85% | — | -2.70% | |
| 43 | HXL | Hexcel CORP | 股票-工業 | 0.83% | — | +0.92% | |
| 44 | ✓ | 股票-其他 | 0.82% | — | +41.69% | ||
| 45 | CELG | Celgene CORP | 股票-其他 | 0.80% | — | +62.26% | |
| 46 | DOW | Dow Chem Co | 股票-原物料 | 0.80% | — | +103.56% | |
| 47 | FNSR | Finisar Corporation | 股票-其他 | 0.80% | — | +37.61% | |
| 48 | ✓ | Restoration Hardware Hldgs I | 股票-其他 | 0.79% | — | +106.14% | |
| 49 | ✓ | Rowan Companies PLC | 股票-其他 | 0.79% | — | +23.79% | |
| 50 | PHM | Pultegroup INC | 股票-循環性消費 | 0.76% | — | +17.91% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | FFIV | F5 INC | +1.5% | +387.50% | 加碼 |
| 2 | RHT1EUR | Red Hat INC | +1.4% | +14680.48% | 加碼 |
| 3 | DATA | Tableau Software Inc-cl A | +1.2% | +242.38% | 加碼 |
| 4 | HD | Home Depot INC | +0.9% | +3444.13% | 加碼 |
| 5 | WT | Wisdomtree INC | +0.9% | +112.80% | 加碼 |
| 6 | ✓ | Aegerion Pharmaceuticals INC | +0.7% | +326.47% | 加碼 |
| 7 | MIDD | Middleby CORP | +0.6% | +191.59% | 加碼 |
| 8 | PII | Polaris INC | +0.6% | +5551.95% | 加碼 |
| 9 | WSM | Williams-sonoma INC | +0.6% | +223.07% | 加碼 |
| 10 | RL | Ralph Lauren CORP | +0.6% | +14840.91% | 加碼 |
| 11 | ALK | Alaska Air Group INC | +0.5% | +6080.83% | 加碼 |
| 12 | GS | Goldman Sachs Group INC | +0.5% | +136.83% | 加碼 |
| 13 | ✓ | Sodastream Intl F | +0.5% | +177.41% | 加碼 |
| 14 | ✓ | Marketo INC | +0.5% | +199.74% | 加碼 |
| 15 | WAGE | Wageworks INC | +0.4% | +74.39% | 加碼 |
| 16 | META | Meta Platforms Inc-class A | +0.4% | +29.06% | 加碼 |
| 17 | GOOG | Alphabet A | +0.3% | +5.85% | 加碼 |
| 18 | ✓ | Cree INC | +0.3% | +27.51% | 加碼 |
| 19 | PANW | Palo Alto Networks INC | -0.5% | -99.37% | 減碼 |
| 20 | ✓ | Infoblox INC | -0.5% | -97.12% | 減碼 |
| 21 | DE | Deere & Co | -0.6% | -95.80% | 減碼 |
| 22 | ✓ | -0.6% | -85.17% | 減碼 | |
| 23 | ✓ | Rosetta Resources INC | -0.6% | -96.66% | 減碼 |
| 24 | ✓ | -0.6% | -49.43% | 減碼 | |
| 25 | MCD | Mcdonald's CORP | -0.7% | -69.57% | 減碼 |
| 26 | ESPR | Esperion Therapeutics INC | -0.7% | -49.41% | 減碼 |
| 27 | DECK | Deckers Outdoor CORP | -0.8% | -98.97% | 減碼 |
| 28 | WLHUSD | William Lyon Homes-cl A | -0.8% | -94.91% | 減碼 |
| 29 | ✓ | Xoom CORP | -0.8% | -28.26% | 減碼 |
| 30 | AL | Air Lease CORP | -1% | -36.69% | 減碼 |
| 31 | BXMT | Blackstone Mortgage Tru-cl A | -1.2% | -97.74% | 減碼 |
| 32 | OLED | Universal Display CORP | -1.4% | -57.73% | 減碼 |
| 33 | GHLEUR | Greenhill & Co INC | -2.5% | -97.57% | 減碼 |
| 34 | MYGN | Myriad Genetics INC | — | EXIT | 清倉 |
| 35 | EW | Edwards Lifesciences CORP | — | EXIT | 清倉 |
| 36 | ✓ | Ply Gem Hldgs INC | — | EXIT | 清倉 |
| 37 | ✓ | Jds Uniphase CORP | — | EXIT | 清倉 |
| 38 | AMAT | Applied Materials INC | — | NEW | 新建倉 |
| 39 | TEX | Terex CORP | — | NEW | 新建倉 |
| 40 | ALGN | Align Technology INC | — | NEW | 新建倉 |
| 41 | FANG | Diamondback Energy, Inc. | — | EXIT | 清倉 |
| 42 | HLT | Hilton Worldwide Holdings Inc. | — | NEW | 新建倉 |
| 43 | FOSL | Fossil Group INC | — | NEW | 新建倉 |
| 44 | ✓ | Athenahealth INC | — | NEW | 新建倉 |
| 45 | ✓ | Expro Group Holdings NV Com | — | EXIT | 清倉 |
| 46 | TWTRUSD | Twitter INC | — | NEW | 新建倉 |
| 47 | LAZ | Lazard, Inc. | — | NEW | 新建倉 |
| 48 | ✓ | — | EXIT | 清倉 | |
| 49 | NUS | Nu Skin Enterprises INC - A | — | NEW | 新建倉 |
| 50 | ✓ | Nimble Storage, Inc. | — | NEW | 新建倉 |