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 | LITE | Lumentum Holdings INC | 股票-科技 | 8.64% | -9.66% | EXIT | |
| 2 | TSLA | Tesla INC | 股票-循環性消費 | 7.58% | -1.96% | EXIT | |
| 3 | MU | Micron Technology INC | 股票-科技 | 5.01% | -2.97% | EXIT | |
| 4 | VIAV | Viavi Solutions INC | 股票-科技 | 4.64% | -4.56% | EXIT | |
| 5 | SHOP | Shopify INC - Class A | 股票-科技 | 4.34% | — | +75.47% | |
| 6 | FNSR | Finisar Corporation | 股票-其他 | 4.17% | -1.26% | EXIT | |
| 7 | WDC | Western Digital CORP | 股票-科技 | 3.97% | -2.98% | EXIT | |
| 8 | STX | Seagate Technology Holdings plc | 股票-科技 | 3.86% | -0.21% | EXIT | |
| 9 | FN | Fabrinet | 股票-科技 | 3.60% | -3.82% | EXIT | |
| 10 | FFIV | F5 INC | 股票-科技 | 3.60% | — | +35.95% | |
| 11 | NOW | Servicenow INC | 股票-科技 | 3.21% | -2.03% | EXIT | |
| 12 | ✓ | TerraForm Global, Inc. Class A | 股票-其他 | 3.18% | — | -4.07% | |
| 13 | CSIQ | Canadian Solar INC | 股票-其他 | 3.11% | -4.22% | EXIT | |
| 14 | RUN | Sunrun INC | 股票-科技 | 3.08% | -4.29% | EXIT | |
| 15 | NFLX | Netflix INC | 股票-通訊服務 | 3.01% | -4.54% | EXIT | |
| 16 | CHLUSD | China Mobile Ltd-spon Adr | 股票-其他 | 2.88% | -3.23% | EXIT | |
| 17 | ✓ | 8point3 Energy Partners LP | 股票-其他 | 2.63% | -3.58% | EXIT | |
| 18 | CRM | Salesforce INC | 股票-科技 | 2.52% | -1.68% | EXIT | |
| 19 | HIMX | Himax Technologies Inc-adr | 股票-其他 | 2.22% | -2.48% | EXIT | |
| 20 | WDAY | Workday Inc-class A | 股票-科技 | 2.13% | — | +15.00% | |
| 21 | ✓ | Oclaro INC | 股票-其他 | 2.11% | -1.23% | EXIT | |
| 22 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.94% | — | +8.23% | |
| 23 | MSFT | Microsoft CORP | 股票-科技 | 1.94% | — | +23.29% | |
| 24 | CYEUR | Cypress Semiconductor CORP | 股票-其他 | 1.78% | -0.94% | EXIT | |
| 25 | TWXCHF | Time Warner INC | 股票-其他 | 1.74% | — | +300.00% | |
| 26 | AAPL | Apple INC | 股票-科技 | 1.60% | — | — | |
| 27 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 1.42% | -0.77% | EXIT | |
| 28 | AEIS | Advanced Energy Industries | 股票-工業 | 1.32% | -0.60% | EXIT | |
| 29 | XLNXEUR | Xilinx INC | 股票-其他 | 1.29% | — | — | |
| 30 | GSUM | Gridsum Holding Inc-adr | 股票-其他 | 1.15% | -1.10% | EXIT | |
| 31 | VSLR | Vivint Solar INC | 股票-其他 | 1.10% | -2.57% | EXIT | |
| 32 | NPTNEUR | Neophotonics CORP | 股票-其他 | 1.08% | -2.80% | EXIT | |
| 33 | CHKP | Check Point Software Technologies Ltd. | 股票-科技 | 1.05% | — | -36.30% | |
| 34 | LPL | Lg Display Co Ltd-adr | 股票-其他 | 1.00% | — | +14.83% | |
| 35 | NVDA | Nvidia CORP | 股票-科技 | 0.85% | — | — | |
| 36 | FTNT | Fortinet INC | 股票-科技 | 0.51% | -2.98% | EXIT | |
| 37 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 0.38% | — | — | |
| 38 | ✓ | Nimble Storage, Inc. | 股票-其他 | 0.20% | — | -91.83% | |
| 39 | ✓ | Sky Solar Hldgs LTD | 股票-其他 | 0.14% | -0.12% | EXIT |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | LITE | Lumentum Holdings INC | +5.3% | +86.20% | 加碼 |
| 2 | VIAV | Viavi Solutions INC | +3.7% | +270.12% | 加碼 |
| 3 | TSLA | Tesla INC | +3.5% | +44.12% | 加碼 |
| 4 | SHOP | Shopify INC - Class A | +2.8% | +75.47% | 加碼 |
| 5 | CRM | Salesforce INC | +1.8% | +205.67% | 加碼 |
| 6 | FNSR | Finisar Corporation | +1.8% | +93.96% | 加碼 |
| 7 | HIMX | Himax Technologies Inc-adr | +1.8% | +212.80% | 加碼 |
| 8 | TWXCHF | Time Warner INC | +1.3% | +300.00% | 加碼 |
| 9 | CYEUR | Cypress Semiconductor CORP | +1% | +93.60% | 加碼 |
| 10 | FFIV | F5 INC | +0.9% | +35.95% | 加碼 |
| 11 | STM | Stmicroelectronics Nv-ny Shs | +0.7% | +48.40% | 加碼 |
| 12 | WDAY | Workday Inc-class A | +0.7% | +15.00% | 加碼 |
| 13 | RUN | Sunrun INC | +0.6% | +20.09% | 加碼 |
| 14 | CHLUSD | China Mobile Ltd-spon Adr | +0.6% | +17.55% | 加碼 |
| 15 | ✓ | 8point3 Energy Partners LP | +0.5% | +16.72% | 加碼 |
| 16 | MSFT | Microsoft CORP | +0.5% | +23.29% | 加碼 |
| 17 | AEIS | Advanced Energy Industries | +0.5% | +21.47% | 加碼 |
| 18 | ✓ | TerraForm Global, Inc. Class A | +0.5% | -4.07% | 減碼 |
| 19 | GSUM | Gridsum Holding Inc-adr | +0.4% | +23.39% | 加碼 |
| 20 | FN | Fabrinet | +0.4% | +6.57% | 加碼 |
| 21 | VSLR | Vivint Solar INC | +0.2% | +9.22% | 加碼 |
| 22 | LPL | Lg Display Co Ltd-adr | +0.2% | +14.83% | 加碼 |
| 23 | FTNT | Fortinet INC | -0.3% | -49.87% | 減碼 |
| 24 | CHKP | Check Point Software Technologies Ltd. | -0.3% | -36.30% | 減碼 |
| 25 | STX | Seagate Technology Holdings plc | -1.1% | -35.65% | 減碼 |
| 26 | ✓ | Nimble Storage, Inc. | -1.4% | -91.83% | 減碼 |
| 27 | MU | Micron Technology INC | -1.5% | -41.16% | 減碼 |
| 28 | NFLX | Netflix INC | -3.9% | -63.32% | 減碼 |
| 29 | COHREUR | Coherent INC | — | EXIT | 清倉 |
| 30 | SWKS | Skyworks Solutions INC | — | EXIT | 清倉 |
| 31 | AMZN | Amazon.com INC | — | EXIT | 清倉 |
| 32 | NOW | Servicenow INC | — | NEW | 新建倉 |
| 33 | ANETEUR | Arista Networks INC | — | EXIT | 清倉 |
| 34 | RHT1EUR | Red Hat INC | — | EXIT | 清倉 |
| 35 | LSCC | Lattice Semiconductor CORP | — | EXIT | 清倉 |
| 36 | AAPL | Apple INC | — | NEW | 新建倉 |
| 37 | VZ | Verizon Communications INC | — | EXIT | 清倉 |
| 38 | COHR | Coherent Corp. | — | EXIT | 清倉 |
| 39 | XLNXEUR | Xilinx INC | — | NEW | 新建倉 |
| 40 | QCOM | Qualcomm INC | — | EXIT | 清倉 |
| 41 | SIMO | Silicon Motion Technol-adr | — | EXIT | 清倉 |
| 42 | ✓ | Ultratech INC Com | — | EXIT | 清倉 |
| 43 | FSLR | First Solar INC | — | EXIT | 清倉 |
| 44 | NVDA | Nvidia CORP | — | NEW | 新建倉 |
| 45 | ✓ | Invensense INC | — | EXIT | 清倉 |
| 46 | NTNX | Nutanix INC - A | — | EXIT | 清倉 |
| 47 | HPE | Hewlett Packard Enterprise | — | EXIT | 清倉 |
| 48 | TMUS | T-mobile US INC | — | EXIT | 清倉 |
| 49 | AMAT | Applied Materials, Inc. | — | EXIT | 清倉 |
| 50 | BIDU | Baidu INC - Spon Adr | — | NEW | 新建倉 |