CIK: 0001564579
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 | JKS | Jinkosolar Holding Co-adr | 股票-其他 | 5.35% | -1.46% | EXIT | |
| 2 | AAPL | Apple INC | 股票-科技 | 4.27% | — | — | |
| 3 | ✓ | Terraform Pwr INC | 股票-其他 | 3.92% | — | +8.43% | |
| 4 | ✓ | 股票-其他 | 3.87% | — | -14.38% | ||
| 5 | LRCXEUR | Lam Research CORP | 股票-科技 | 3.49% | — | +14.39% | |
| 6 | FSLR | First Solar INC | 股票-科技 | 3.35% | — | — | |
| 7 | QCOM | Qualcomm INC | 股票-科技 | 3.26% | — | +8.33% | |
| 8 | SUNEQUSD | Sunedison INC | 股票-其他 | 3.21% | — | -63.34% | |
| 9 | EXPE | Expedia Group INC | 股票-循環性消費 | 3.18% | — | +107.14% | |
| 10 | ✓ | Altera CORP | 股票-其他 | 3.00% | — | +26.94% | |
| 11 | FN | Fabrinet | 股票-科技 | 2.70% | -3.82% | EXIT | |
| 12 | VECO | Veeco Instruments INC | 股票-其他 | 2.55% | -0.41% | EXIT | |
| 13 | ON | On Semiconductor | 股票-科技 | 2.53% | — | -27.71% | |
| 14 | AMAT | Applied Materials INC | 股票-科技 | 2.47% | — | +177.03% | |
| 15 | ✓ | Solarcity CORP | 股票-其他 | 2.46% | — | +14.40% | |
| 16 | OLED | Universal Display CORP | 股票-科技 | 2.38% | — | — | |
| 17 | SPWRQ | Sunpower CORP | 股票-其他 | 2.37% | -0.65% | EXIT | |
| 18 | CSIQ | Canadian Solar INC | 股票-其他 | 2.35% | -4.22% | EXIT | |
| 19 | ✓ | Cavium INC | 股票-其他 | 2.34% | — | — | |
| 20 | ✓ | Trina Solar Limited | 股票-其他 | 2.25% | — | -34.50% | |
| 21 | INTU | Intuit INC | 股票-科技 | 2.22% | — | +175.00% | |
| 22 | ORCL | Oracle CORP | 股票-科技 | 2.14% | — | — | |
| 23 | CTXSEUR | Citrix Systems INC | 股票-其他 | 2.11% | — | — | |
| 24 | ✓ | 股票-其他 | 2.06% | — | +0.10% | ||
| 25 | ✓ | 8point3 Energy Partners LP | 股票-其他 | 2.04% | -3.58% | EXIT | |
| 26 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 1.99% | -2.48% | EXIT | |
| 27 | ✓ | Ja Solar Holdings Co LTD | 股票-其他 | 1.97% | — | +73.19% | |
| 28 | ✓ | Nimble Storage, Inc. | 股票-其他 | 1.96% | — | +18.71% | |
| 29 | ✓ | Ultratech INC Com | 股票-其他 | 1.81% | — | +12.07% | |
| 30 | ✓ | Ruckus Wireless INC | 股票-其他 | 1.78% | — | +28.56% | |
| 31 | ACN | Accenture plc | 股票-科技 | 1.75% | — | — | |
| 32 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 1.72% | — | +42.86% | |
| 33 | JNP | Juniper Networks INC | 股票-其他 | 1.56% | — | — | |
| 34 | ASML | ASML Holding N.V. | 股票-科技 | 1.48% | — | +18.33% | |
| 35 | MU | Micron Technology INC | 股票-科技 | 1.45% | -2.97% | EXIT | |
| 36 | HPE | Hewlett-Packard Company | 股票-科技 | 1.44% | — | -25.00% | |
| 37 | AMKR | Amkor Technology INC | 股票-科技 | 1.44% | — | +5.90% | |
| 38 | MRVL | Marvell Technology, Inc. | 股票-科技 | 1.24% | — | — | |
| 39 | SYMCEUR | Symantec CORP | 股票-其他 | 1.07% | — | — | |
| 40 | SMTC | Semtech CORP | 股票-科技 | 0.98% | — | -5.90% | |
| 41 | ✓ | 股票-其他 | 0.90% | — | -70.53% | ||
| 42 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 0.73% | — | -38.92% | |
| 43 | ✓ | Mellanox Technologies LTD | 股票-其他 | 0.67% | — | -50.19% | |
| 44 | ✓ | Integrated Device Technology INC | 股票-其他 | 0.61% | — | — | |
| 45 | GDDY | Godaddy INC - Class A | 股票-科技 | 0.57% | — | — | |
| 46 | AEIS | Advanced Energy Industries | 股票-工業 | 0.52% | -0.60% | EXIT | |
| 47 | VSH | Vishay Intertechnology INC | 股票-其他 | 0.49% | — | -74.81% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | EXPE | Expedia Group INC | +1.8% | +107.14% | 加碼 |
| 2 | INTU | Intuit INC | +1.4% | +175.00% | 加碼 |
| 3 | AMAT | Applied Materials INC | +1.4% | +177.03% | 加碼 |
| 4 | ✓ | Altera CORP | +1% | +26.94% | 加碼 |
| 5 | LRCXEUR | Lam Research CORP | +0.8% | +14.39% | 加碼 |
| 6 | ✓ | Ja Solar Holdings Co LTD | +0.7% | +73.19% | 加碼 |
| 7 | ✓ | Nimble Storage, Inc. | +0.6% | +18.71% | 加碼 |
| 8 | JKS | Jinkosolar Holding Co-adr | +0.5% | -0.23% | 減碼 |
| 9 | META | Meta Platforms Inc-class A | +0.5% | +42.86% | 加碼 |
| 10 | ✓ | Terraform Pwr INC | +0.3% | +8.43% | 加碼 |
| 11 | ✓ | Mellanox Technologies LTD | -0.6% | -50.19% | 減碼 |
| 12 | HPE | Hewlett-Packard Company | -0.6% | -25.00% | 減碼 |
| 13 | AMKR | Amkor Technology INC | -0.6% | +5.90% | 加碼 |
| 14 | DQ | Daqo New Energy Corp-adr | -0.7% | -38.92% | 減碼 |
| 15 | ✓ | -1.1% | -14.38% | 減碼 | |
| 16 | ON | On Semiconductor | -1.2% | -27.71% | 減碼 |
| 17 | MU | Micron Technology INC | -1.3% | -20.33% | 減碼 |
| 18 | CSIQ | Canadian Solar INC | -1.4% | -24.07% | 減碼 |
| 19 | ✓ | Trina Solar Limited | -1.5% | -34.50% | 減碼 |
| 20 | SPWRQ | Sunpower CORP | -1.6% | -32.35% | 減碼 |
| 21 | VSH | Vishay Intertechnology INC | -1.9% | -74.81% | 減碼 |
| 22 | ✓ | -2.4% | -70.53% | 減碼 | |
| 23 | AEIS | Advanced Energy Industries | -2.6% | -83.69% | 減碼 |
| 24 | SUNEQUSD | Sunedison INC | -4.1% | -63.34% | 減碼 |
| 25 | AAPL | Apple INC | — | NEW | 新建倉 |
| 26 | FSLR | First Solar INC | — | NEW | 新建倉 |
| 27 | INTC | Intel CORP | — | EXIT | 清倉 |
| 28 | VECO | Veeco Instruments INC | — | NEW | 新建倉 |
| 29 | OLED | Universal Display CORP | — | NEW | 新建倉 |
| 30 | ✓ | Cavium INC | — | NEW | 新建倉 |
| 31 | ✓ | Gigamon INC | — | EXIT | 清倉 |
| 32 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 33 | CTXSEUR | Citrix Systems INC | — | NEW | 新建倉 |
| 34 | ✓ | 8point3 Energy Partners LP | — | NEW | 新建倉 |
| 35 | HIMX | Himax Technologies Inc-adr | — | NEW | 新建倉 |
| 36 | ACN | Accenture plc | — | NEW | 新建倉 |
| 37 | MXIM | Maxim Integrated Products | — | EXIT | 清倉 |
| 38 | SNDK | Sandisk Corporation | — | EXIT | 清倉 |
| 39 | STX | Seagate Technology Holdings plc | — | EXIT | 清倉 |
| 40 | JNP | Juniper Networks INC | — | NEW | 新建倉 |
| 41 | ✓ | — | EXIT | 清倉 | |
| 42 | NXPI | NXP Semiconductors N.V. | — | EXIT | 清倉 |
| 43 | MRVL | Marvell Technology, Inc. | — | NEW | 新建倉 |
| 44 | MCHP | Microchip Technology INC | — | EXIT | 清倉 |
| 45 | SYMCEUR | Symantec CORP | — | NEW | 新建倉 |
| 46 | ✓ | Aruba Networks INC | — | EXIT | 清倉 |
| 47 | FTNT | Fortinet INC | — | EXIT | 清倉 |
| 48 | FEYECHF | Mandiant INC | — | EXIT | 清倉 |
| 49 | ✓ | Integrated Device Technology INC | — | NEW | 新建倉 |
| 50 | GDDY | Godaddy INC - Class A | — | NEW | 新建倉 |