CIK: 0001511881
申報總市值
US$15.0億
| # | 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 | SCHW | Schwab (charles) CORP | 股票-金融 | 29.73% | — | +5.57% | |
| 2 | BAC | Bank Of America CORP | 股票-金融 | 24.18% | — | -12.81% | |
| 3 | WFC | Wells Fargo & Co | 股票-金融 | 24.15% | -12.01% | EXIT | |
| 4 | SPGI | S&p Global INC | 股票-金融 | 8.38% | — | +0.59% | |
| 5 | BAC | Bank of America Corporation | 股票-金融 | 7.40% | — | — | |
| 6 | WFC | Wells Fargo & Company | 股票-金融 | 3.58% | — | +40.46% | |
| 7 | CHTR | Charter Communications Inc-a | 股票-通訊服務 | 2.58% | — | -49.92% |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | WFC | Wells Fargo & Co | +1.9% | +13.70% | 加碼 |
| 2 | SPGI | S&p Global INC | +1.1% | +0.59% | 加碼 |
| 3 | WFC | Wells Fargo & Company | +1% | +40.46% | 加碼 |
| 4 | SCHW | Schwab (charles) CORP | +0.9% | +5.57% | 加碼 |
| 5 | BAC | Bank of America Corporation | +0.5% | — | 不變 |
| 6 | CHTR | Charter Communications Inc-a | -2.2% | -49.92% | 減碼 |
| 7 | BAC | Bank Of America CORP | -3.3% | -12.81% | 減碼 |