CIK: 0001745796
申報總市值
US$6.5億
| # | 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 | CSCO | Cisco Systems INC | 股票-科技 | 6.57% | — | — | |
| 2 | FSLR | First Solar INC | 股票-科技 | 5.91% | -0.15% | — | |
| 3 | AMAT | Applied Materials INC | 股票-科技 | 4.02% | +0.49% | — | |
| 4 | INTC | Intel CORP | 股票-科技 | 3.70% | — | — | |
| 5 | CIEN | Ciena CORP | 股票-科技 | 3.30% | +0.31% | — | |
| 6 | AEO | American Eagle Outfitters | 股票-循環性消費 | 3.25% | — | +16.52% | |
| 7 | JBL | Jabil INC | 股票-科技 | 3.15% | -0.08% | — | |
| 8 | AAPL | Apple INC | 股票-科技 | 2.76% | +0.14% | — | |
| 9 | MSI | Motorola Solutions INC | 股票-科技 | 2.75% | +0.55% | — | |
| 10 | AMGN | Amgen INC | 股票-醫療保健 | 2.74% | — | — | |
| 11 | GILD | Gilead Sciences INC | 股票-醫療保健 | 2.67% | — | — | |
| 12 | JNJ | Johnson & Johnson | 股票-醫療保健 | 2.61% | +0.15% | — | |
| 13 | CERNCHF | Cerner CORP | 股票-其他 | 2.61% | — | — | |
| 14 | BSX | Boston Scientific CORP | 股票-醫療保健 | 2.58% | — | — | |
| 15 | ITRI | Itron INC | 股票-科技 | 2.55% | — | — | |
| 16 | MLKN | Millerknoll INC | 股票-其他 | 2.54% | — | — | |
| 17 | ABT | Abbott Laboratories | 股票-醫療保健 | 2.52% | — | — | |
| 18 | ZBH | Zimmer Biomet Holdings INC | 股票-醫療保健 | 2.52% | — | — | |
| 19 | SEDG | Solaredge Technologies INC | 股票-科技 | 2.44% | — | — | |
| 20 | HPQ | Hp INC | 股票-科技 | 2.42% | +0.78% | — | |
| 21 | PFE | Pfizer INC | 股票-醫療保健 | 2.32% | — | — | |
| 22 | EA | Electronic Arts INC | 股票-通訊服務 | 2.32% | -1.22% | — | |
| 23 | FDX | Fedex CORP | 股票-工業 | 2.00% | -0.28% | — | |
| 24 | DSPGEUR | Dsp Group INC | 股票-其他 | 1.97% | — | — | |
| 25 | TPICQ | Tpi Composites INC | 股票-其他 | 1.88% | — | — | |
| 26 | MSFT | Microsoft CORP | 股票-科技 | 1.85% | -0.33% | — | |
| 27 | TXN | Texas Instruments INC | 股票-科技 | 1.83% | +0.23% | — | |
| 28 | COHR | Coherent Corp. | 股票-科技 | 1.80% | — | +41.13% | |
| 29 | SKAA | Skechers USA Inc-cl A | 股票-其他 | 1.79% | — | — | |
| 30 | ELV | Elevance Health INC | 股票-醫療保健 | 1.52% | -0.06% | — | |
| 31 | CTXSEUR | Citrix Systems INC | 股票-其他 | 1.48% | — | — | |
| 32 | FBIN | Fortune Brands Innovations I | 股票-工業 | 1.47% | -0.16% | — | |
| 33 | DIS | Walt Disney Co/the | 股票-通訊服務 | 1.45% | — | — | |
| 34 | MAS | Masco CORP | 股票-工業 | 1.41% | — | — | |
| 35 | VAREUR | Varian Medical Systems INC | 股票-其他 | 1.38% | — | — | |
| 36 | ULTA | Ulta Beauty INC | 股票-循環性消費 | 1.30% | -0.51% | — | |
| 37 | BBY | Best Buy Co INC | 股票-循環性消費 | 1.21% | — | — | |
| 38 | WOO | Foot Locker INC | 股票-其他 | 1.16% | — | — | |
| 39 | URBN | Urban Outfitters INC | 股票-循環性消費 | 1.16% | — | +178.38% | |
| 40 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 1.15% | — | — | |
| 41 | LOGMEUR | Logmein INC | 股票-其他 | 1.02% | — | — | |
| 42 | VREX | Varex Imaging CORP | 股票-其他 | 0.95% | — | — | |
| 43 | WTS | Watts Water Technologies-a | 股票-工業 | 0.65% | +0.33% | — | |
| 44 | JECUSD | Jacobs Engineering Group INC | 股票-其他 | 0.64% | — | — | |
| 45 | COHREUR | Coherent INC | 股票-其他 | 0.45% | — | — | |
| 46 | NOVT | Novanta INC | 股票-其他 | 0.21% | — | — |