CIK: 0001756870
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 | WRKUSD | Westrock Co | 股票-其他 | 11.01% | — | +478.63% | |
| 2 | GDI1EUR | Gardner Denver Holdings INC | 股票-其他 | 6.90% | — | +72.70% | |
| 3 | UTXZ | United Tech CORP | 股票-其他 | 5.43% | — | +60.87% | |
| 4 | LHX | L3harris Technologies INC | 股票-工業 | 5.41% | — | — | |
| 5 | IR | Ingersoll-rand PLC | 股票-工業 | 5.35% | — | +121.19% | |
| 6 | RTN1USD | Raytheon Company | 股票-其他 | 5.35% | — | +628.47% | |
| 7 | CNH | CNH Industrial N.V. | 股票-工業 | 5.04% | — | +50.96% | |
| 8 | ITT | Itt INC | 股票-工業 | 4.70% | — | +56.77% | |
| 9 | CSL | Carlisle Cos INC | 股票-工業 | 4.07% | — | +519.28% | |
| 10 | HON | Honeywell International INC | 股票-工業 | 4.07% | — | +35.22% | |
| 11 | TDG | Transdigm Group INC | 股票-工業 | 4.03% | — | — | |
| 12 | RXNEUR | Rexnord CORP | 股票-其他 | 3.67% | — | +402.27% | |
| 13 | URI | United Rentals INC | 股票-工業 | 3.57% | — | +41.34% | |
| 14 | TKR | Timken Co | 股票-工業 | 2.99% | — | +148.20% | |
| 15 | IFF | Intl Flavors & Fragrances | 股票-原物料 | 2.81% | — | +180.02% | |
| 16 | STLA | Stellantis N.V. | 股票-循環性消費 | 2.75% | — | — | |
| 17 | CAT | Caterpillar INC | 股票-工業 | 2.71% | — | — | |
| 18 | DOW | Dow INC | 股票-原物料 | 2.68% | — | +145.40% | |
| 19 | BA | Boeing Co/the | 股票-工業 | 2.68% | — | +45.39% | |
| 20 | CCK | Crown Holdings INC | 股票-循環性消費 | 2.67% | — | — | |
| 21 | GM | General Motors Co | 股票-循環性消費 | 2.08% | — | +229.17% | |
| 22 | GRA1EUR | Wr Grace & Co | 股票-其他 | 2.04% | — | +226.97% | |
| 23 | DAN | Dana INC | 股票-其他 | 1.44% | — | — | |
| 24 | DQ | Daqo New Energy Corp-adr | 股票-其他 | 1.43% | — | +330.07% | |
| 25 | PH | Parker Hannifin CORP | 股票-工業 | 1.36% | — | -52.91% | |
| 26 | WERN | Werner Enterprises INC | 股票-其他 | 1.25% | — | -24.16% | |
| 27 | APD | Air Products & Chemicals INC | 股票-原物料 | 0.69% | — | — | |
| 28 | ALSN | Allison Transmission Holding | 股票-循環性消費 | 0.66% | — | — | |
| 29 | GT | Goodyear Tire & Rubber Co | 股票-循環性消費 | 0.63% | — | — | |
| 30 | MTOR | Meritor INC | 股票-其他 | 0.52% | — | -40.37% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WRKUSD | Westrock Co | +7.4% | +478.63% | 加碼 |
| 2 | RTN1USD | Raytheon Company | +3.9% | +628.47% | 加碼 |
| 3 | CSL | Carlisle Cos INC | +2.8% | +519.28% | 加碼 |
| 4 | RXNEUR | Rexnord CORP | +2.3% | +402.27% | 加碼 |
| 5 | TKR | Timken Co | +0.9% | +148.20% | 加碼 |
| 6 | DQ | Daqo New Energy Corp-adr | +0.8% | +330.07% | 加碼 |
| 7 | GRA1EUR | Wr Grace & Co | +0.7% | +226.97% | 加碼 |
| 8 | IFF | Intl Flavors & Fragrances | +0.7% | +180.02% | 加碼 |
| 9 | GM | General Motors Co | +0.7% | +229.17% | 加碼 |
| 10 | DOW | Dow INC | +0.6% | +145.40% | 加碼 |
| 11 | IR | Ingersoll-rand PLC | +0.4% | +121.19% | 加碼 |
| 12 | GDI1EUR | Gardner Denver Holdings INC | +0.1% | +72.70% | 加碼 |
| 13 | URI | United Rentals INC | -0.6% | +41.34% | 加碼 |
| 14 | ITT | Itt INC | -0.8% | +56.77% | 加碼 |
| 15 | MTOR | Meritor INC | -0.8% | -40.37% | 減碼 |
| 16 | UTXZ | United Tech CORP | -1.4% | +60.87% | 加碼 |
| 17 | CNH | CNH Industrial N.V. | -1.8% | +50.96% | 加碼 |
| 18 | BA | Boeing Co/the | -2.1% | +45.39% | 加碼 |
| 19 | HON | Honeywell International INC | -2.3% | +35.22% | 加碼 |
| 20 | WERN | Werner Enterprises INC | -2.3% | -24.16% | 減碼 |
| 21 | PH | Parker Hannifin CORP | -4.2% | -52.91% | 減碼 |
| 22 | LHX | L3harris Technologies INC | — | NEW | 新建倉 |
| 23 | TDG | Transdigm Group INC | — | NEW | 新建倉 |
| 24 | ✓ | — | EXIT | 清倉 | |
| 25 | STLA | Stellantis N.V. | — | NEW | 新建倉 |
| 26 | CAT | Caterpillar INC | — | NEW | 新建倉 |
| 27 | CCK | Crown Holdings INC | — | NEW | 新建倉 |
| 28 | 6D8 | Dupont De Nemours INC | — | EXIT | 清倉 |
| 29 | DAN | Dana INC | — | NEW | 新建倉 |
| 30 | AXTA | Axalta Coating Systems Ltd. | — | EXIT | 清倉 |
| 31 | BWA | Borgwarner INC | — | EXIT | 清倉 |
| 32 | DAL | Delta Air Lines INC | — | EXIT | 清倉 |
| 33 | TXT | Textron INC | — | EXIT | 清倉 |
| 34 | APD | Air Products & Chemicals INC | — | NEW | 新建倉 |
| 35 | ALSN | Allison Transmission Holding | — | NEW | 新建倉 |
| 36 | GT | Goodyear Tire & Rubber Co | — | NEW | 新建倉 |
| 37 | OSK | Oshkosh CORP | — | EXIT | 清倉 |
| 38 | AOS | Smith (a.o.) CORP | — | EXIT | 清倉 |
| 39 | ASH | Ashland INC | — | EXIT | 清倉 |
| 40 | SXT | Sensient Technologies CORP | — | EXIT | 清倉 |
| 41 | NVT | nVent Electric plc | — | EXIT | 清倉 |