CIK: 0001620822
申報總市值
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| # | 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 | 14.88% | -2.67% | EXIT | |
| 2 | DIS | Walt Disney Co/the | 股票-通訊服務 | 11.18% | — | — | |
| 3 | DISH | Dish Network Corp-a | 股票-其他 | 9.52% | -2.10% | EXIT | |
| 4 | GOOGL | Alphabet Inc-cl A | 股票-通訊服務 | 9.42% | — | +42.48% | |
| 5 | AAP | Advance Auto Parts INC | 股票-循環性消費 | 9.01% | — | +23.82% | |
| 6 | TWXCHF | Time Warner INC | 股票-其他 | 6.99% | — | — | |
| 7 | EXPE | Expedia Group INC | 股票-循環性消費 | 6.72% | — | -11.81% | |
| 8 | RCL | Royal Caribbean Cruises Ltd. | 股票-循環性消費 | 4.43% | — | — | |
| 9 | CTRPUSD | Ctrip.com International-adr | 股票-其他 | 4.19% | — | +40.84% | |
| 10 | CAR | Avis Budget Group INC | 股票-其他 | 3.92% | — | +17.68% | |
| 11 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 3.74% | — | — | |
| 12 | EBAY | Ebay INC | 股票-循環性消費 | 2.66% | — | — | |
| 13 | MAR | Marriott International -cl A | 股票-循環性消費 | 2.58% | — | -57.99% | |
| 14 | ECHO | Echostar Corp-a | 股票-通訊服務 | 2.27% | -1.13% | EXIT | |
| 15 | VSAT | Viasat INC | 股票-科技 | 2.21% | — | +0.01% | |
| 16 | HST | Host Hotels & Resorts INC | 股票-房地產 | 1.34% | — | — | |
| 17 | USA | Liberty Interactive CORP | 股票-其他 | 1.34% | — | -47.57% | |
| 18 | NFLX | Netflix INC | 股票-通訊服務 | 1.33% | — | — | |
| 19 | H | Hyatt Hotels CORP - Cl A | 股票-循環性消費 | 1.31% | -7.23% | EXIT | |
| 20 | TRVG | trivago N.V. | 股票-其他 | 0.97% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | DISH | Dish Network Corp-a | +3.5% | +76.12% | 加碼 |
| 2 | GOOGL | Alphabet Inc-cl A | +1.6% | +42.48% | 加碼 |
| 3 | AAP | Advance Auto Parts INC | +1.5% | +23.82% | 加碼 |
| 4 | CAR | Avis Budget Group INC | +0.3% | +17.68% | 加碼 |
| 5 | CTRPUSD | Ctrip.com International-adr | +0.1% | +40.84% | 加碼 |
| 6 | ECHO | Echostar Corp-a | +0.1% | +1.98% | 加碼 |
| 7 | AAPL | Apple INC | -0.3% | +12.36% | 加碼 |
| 8 | VSAT | Viasat INC | -0.7% | +0.01% | 加碼 |
| 9 | USA | Liberty Interactive CORP | -1.7% | -47.57% | 減碼 |
| 10 | EXPE | Expedia Group INC | -2.5% | -11.81% | 減碼 |
| 11 | MAR | Marriott International -cl A | -3.3% | -57.99% | 減碼 |
| 12 | DIS | Walt Disney Co/the | — | NEW | 新建倉 |
| 13 | TWXCHF | Time Warner INC | — | NEW | 新建倉 |
| 14 | TTWO | Take-two Interactive Softwre | — | EXIT | 清倉 |
| 15 | RCL | Royal Caribbean Cruises Ltd. | — | NEW | 新建倉 |
| 16 | OPLN | Openlane INC | — | EXIT | 清倉 |
| 17 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建倉 |
| 18 | MAT | Mattel INC | — | EXIT | 清倉 |
| 19 | HTZ-WEUR | Hertz Global Holdings INC | — | EXIT | 清倉 |
| 20 | EBAY | Ebay INC | — | NEW | 新建倉 |
| 21 | ZAYOEUR | Zayo Group Holdings INC | — | EXIT | 清倉 |
| 22 | NXST | Nexstar Media Group INC | — | EXIT | 清倉 |
| 23 | DLTR | Dollar Tree INC | — | EXIT | 清倉 |
| 24 | BKNG | Booking Hldgs INC | — | EXIT | 清倉 |
| 25 | DPZ | Domino's Pizza INC | — | EXIT | 清倉 |
| 26 | HST | Host Hotels & Resorts INC | — | NEW | 新建倉 |
| 27 | NFLX | Netflix INC | — | NEW | 新建倉 |
| 28 | H | Hyatt Hotels CORP - Cl A | — | NEW | 新建倉 |
| 29 | ✓ | Panera Bread Co | — | EXIT | 清倉 |
| 30 | ✓ | Pandora Media INC | — | EXIT | 清倉 |
| 31 | TRVG | trivago N.V. | — | NEW | 新建倉 |