CIK: 0001558971
申報總市值
US$2.4億
| # | 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 | AAPL | Apple INC | 股票-科技 | 27.34% | — | — | |
| 2 | META | Meta Platforms Inc-class A | 股票-通訊服務 | 9.84% | — | +558.02% | |
| 3 | INTC | Intel CORP | 股票-科技 | 7.93% | — | -16.67% | |
| 4 | NOK | Nokia Corp-spon Adr | 股票-科技 | 7.17% | — | +589.79% | |
| 5 | MSFT | Microsoft CORP | 股票-科技 | 3.71% | — | +116.67% | |
| 6 | HPE | Hewlett-Packard Company | 股票-科技 | 3.69% | — | +1180.00% | |
| 7 | BIDU | Baidu INC - Spon Adr | 股票-通訊服務 | 3.67% | — | +198.91% | |
| 8 | EXPE | Expedia Group INC | 股票-循環性消費 | 3.40% | — | +180.08% | |
| 9 | ORCL | Oracle CORP | 股票-科技 | 2.01% | — | — | |
| 10 | AVGO | Broadcom Inc. | 股票-科技 | 1.90% | — | +87.50% | |
| 11 | ✓ | Cbs CORP New | 股票-其他 | 1.71% | — | -40.14% | |
| 12 | CHTR | Charter Communications, Inc. | 股票-通訊服務 | 1.69% | — | — | |
| 13 | ZBRA | Zebra Technologies Corp-cl A | 股票-科技 | 1.64% | — | — | |
| 14 | SUNEQUSD | Sunedison INC | 股票-其他 | 1.61% | — | +21.51% | |
| 15 | AMAT | Applied Materials INC | 股票-科技 | 1.48% | — | — | |
| 16 | ADBE | Adobe INC | 股票-科技 | 1.47% | — | +6.42% | |
| 17 | NXPI | NXP Semiconductors N.V. | 股票-科技 | 1.38% | — | -2.58% | |
| 18 | ✓ | Polycom | 股票-其他 | 1.34% | — | +10.11% | |
| 19 | ✓ | 股票-其他 | 1.32% | — | +4.89% | ||
| 20 | GOOG | Alphabet A | 股票-通訊服務 | 1.32% | — | +85.44% | |
| 21 | TV | Grupo Televisa Sa-spon Adr | 股票-其他 | 1.31% | — | — | |
| 22 | FLT1EUR | Fleetcor Technologies INC | 股票-其他 | 1.30% | — | +13.01% | |
| 23 | SNDK | Sandisk Corporation | 股票-科技 | 1.25% | — | -12.56% | |
| 24 | ADSK | Autodesk INC | 股票-科技 | 1.16% | — | -19.86% | |
| 25 | ST | Sensata Technologies Holding plc | 股票-科技 | 1.09% | — | +33.85% | |
| 26 | CCOI | Cogent Communications Holdin | 股票-其他 | 1.05% | — | +6.69% | |
| 27 | NFLX | Netflix INC | 股票-通訊服務 | 1.03% | — | — | |
| 28 | RXT | Rackspace Technology, Inc. | 股票-其他 | 0.98% | — | — | |
| 29 | ✓ | Solarcity CORP | 股票-其他 | 0.97% | — | — | |
| 30 | ✓ | Webmd Health CORP | 股票-其他 | 0.78% | — | — | |
| 31 | IACIEUR | Iac/interactivecorp | 股票-其他 | 0.75% | — | -21.74% | |
| 32 | ✓ | Aol INC | 股票-其他 | 0.75% | — | +8.08% | |
| 33 | CDNS | Cadence Design Sys INC | 股票-科技 | 0.73% | — | — | |
| 34 | AVGO | Broadcom Inc. | 股票-科技 | 0.73% | — | — | |
| 35 | VNET | Vnet Group Inc-adr | 股票-其他 | 0.30% | — | — | |
| 36 | MMYT | MakeMyTrip Limited | 股票-其他 | 0.17% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | META | Meta Platforms Inc-class A | +7.7% | +558.02% | 加碼 |
| 2 | NOK | Nokia Corp-spon Adr | +5.5% | +589.79% | 加碼 |
| 3 | HPE | Hewlett-Packard Company | +3.2% | +1180.00% | 加碼 |
| 4 | BIDU | Baidu INC - Spon Adr | +2% | +198.91% | 加碼 |
| 5 | EXPE | Expedia Group INC | +1.6% | +180.08% | 加碼 |
| 6 | MSFT | Microsoft CORP | +1% | +116.67% | 加碼 |
| 7 | AVGO | Broadcom Inc. | +0.5% | +87.50% | 加碼 |
| 8 | ST | Sensata Technologies Holding plc | -0.1% | +33.85% | 加碼 |
| 9 | SUNEQUSD | Sunedison INC | -0.2% | +21.51% | 加碼 |
| 10 | FLT1EUR | Fleetcor Technologies INC | -0.3% | +13.01% | 加碼 |
| 11 | SNDK | Sandisk Corporation | -0.6% | -12.56% | 減碼 |
| 12 | ADBE | Adobe INC | -0.6% | +6.42% | 加碼 |
| 13 | CCOI | Cogent Communications Holdin | -0.6% | +6.69% | 加碼 |
| 14 | NXPI | NXP Semiconductors N.V. | -0.7% | -2.58% | 減碼 |
| 15 | ✓ | -0.7% | +4.89% | 加碼 | |
| 16 | IACIEUR | Iac/interactivecorp | -0.9% | -21.74% | 減碼 |
| 17 | ADSK | Autodesk INC | -0.9% | -19.86% | 減碼 |
| 18 | GOOG | Alphabet A | -0.9% | +85.44% | 加碼 |
| 19 | ✓ | Cbs CORP New | -2.9% | -40.14% | 減碼 |
| 20 | INTC | Intel CORP | -5% | -16.67% | 減碼 |
| 21 | AAPL | Apple INC | — | NEW | 新建倉 |
| 22 | IWM | Ishares Russell 2000 ETF | — | EXIT | 清倉 |
| 23 | ✓ | — | EXIT | 清倉 | |
| 24 | TWXCHF | Time Warner INC | — | EXIT | 清倉 |
| 25 | SMHUSD | Market Vectors Semiconductor | — | EXIT | 清倉 |
| 26 | XXI | Twenty One Capital, Inc. | — | EXIT | 清倉 |
| 27 | ORCL | Oracle CORP | — | NEW | 新建倉 |
| 28 | CHTR | Charter Communications, Inc. | — | NEW | 新建倉 |
| 29 | ZBRA | Zebra Technologies Corp-cl A | — | NEW | 新建倉 |
| 30 | AMAT | Applied Materials INC | — | NEW | 新建倉 |
| 31 | SBAC | SBA Communications Corporation | — | EXIT | 清倉 |
| 32 | TV | Grupo Televisa Sa-spon Adr | — | NEW | 新建倉 |
| 33 | DISH | Dish Network Corp-a | — | EXIT | 清倉 |
| 34 | LBTYA | Liberty Global Ltd. | — | EXIT | 清倉 |
| 35 | NFLX | Netflix INC | — | NEW | 新建倉 |
| 36 | RXT | Rackspace Technology, Inc. | — | NEW | 新建倉 |
| 37 | ✓ | Solarcity CORP | — | NEW | 新建倉 |
| 38 | ✓ | Altera CORP | — | EXIT | 清倉 |
| 39 | VMWEUR | Vmware Inc-class A | — | EXIT | 清倉 |
| 40 | ✓ | Webmd Health CORP | — | NEW | 新建倉 |
| 41 | ✓ | Pandora Media INC | — | EXIT | 清倉 |
| 42 | CDNS | Cadence Design Sys INC | — | NEW | 新建倉 |
| 43 | AVGO | Broadcom Inc. | — | NEW | 新建倉 |
| 44 | FFIV | F5 INC | — | EXIT | 清倉 |
| 45 | ✓ | Riverbed Technology INC | — | EXIT | 清倉 |
| 46 | TTWO | Take-two Interactive Softwre | — | EXIT | 清倉 |
| 47 | RHT1EUR | Red Hat INC | — | EXIT | 清倉 |
| 48 | MXIM | Maxim Integrated Products | — | EXIT | 清倉 |
| 49 | VNET | Vnet Group Inc-adr | — | NEW | 新建倉 |
| 50 | MMYT | MakeMyTrip Limited | — | NEW | 新建倉 |