CIK: 0001694620
申报总市值
US$826.3万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DVA | Davita INC | 股票-医疗保健 | 11.86% | — | +28.30% | |
| 2 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 11.79% | — | -9.11% | |
| 3 | SYK | Stryker CORP | 股票-医疗保健 | 11.62% | — | -0.79% | |
| 4 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 11.38% | — | -5.32% | |
| 5 | CVS | Cvs Health CORP | 股票-医疗保健 | 10.35% | — | +3.26% | |
| 6 | NUVAGBP | Nuvasive INC | 股票-其他 | 5.81% | — | -0.80% | |
| 7 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 5.32% | — | -43.89% | |
| 8 | AM6 | Amicus Therapeutics INC | 股票-其他 | 5.21% | — | +23.02% | |
| 9 | ZTS | Zoetis INC | 股票-医疗保健 | 4.77% | — | -0.80% | |
| 10 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 4.63% | — | -63.69% | |
| 11 | HSIC | Henry Schein INC | 股票-医疗保健 | 4.36% | — | -0.79% | |
| 12 | PDCOEUR | Patterson Cos INC | 股票-其他 | 3.90% | — | — | |
| 13 | ILMN | Illumina INC | 股票-医疗保健 | 3.38% | — | -76.16% | |
| 14 | CDNA | Caredx INC | 股票-其他 | 1.76% | — | — | |
| 15 | ELAN | Elanco Animal Health INC | 股票-医疗保健 | 1.67% | — | — | |
| 16 | HRTX | Heron Therapeutics INC | 股票-其他 | 1.27% | — | -70.34% | |
| 17 | ✓ | Amicus Therapeutics INC | 股票-其他 | 0.91% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | DVA | Davita INC | +4.9% | +28.30% | 加仓 |
| 2 | CVS | Cvs Health CORP | +4% | +3.26% | 加仓 |
| 3 | ISRG | Intuitive Surgical INC | +3.4% | -9.11% | 减仓 |
| 4 | VRTX | Vertex Pharmaceuticals INC | +3.2% | -5.32% | 减仓 |
| 5 | SYK | Stryker CORP | +3% | -0.79% | 减仓 |
| 6 | NUVAGBP | Nuvasive INC | +2.5% | -0.80% | 减仓 |
| 7 | HSIC | Henry Schein INC | +1.5% | -0.79% | 减仓 |
| 8 | ZTS | Zoetis INC | +1.3% | -0.80% | 减仓 |
| 9 | AM6 | Amicus Therapeutics INC | +1% | +23.02% | 加仓 |
| 10 | EW | Edwards Lifesciences CORP | -0.8% | -43.89% | 减仓 |
| 11 | HRTX | Heron Therapeutics INC | -2.8% | -70.34% | 减仓 |
| 12 | TMO | Thermo Fisher Scientific INC | -3.7% | -63.69% | 减仓 |
| 13 | ILMN | Illumina INC | -5% | -76.16% | 减仓 |
| 14 | HO1 | Hologic INC | — | EXIT | 清仓 |
| 15 | CLVSEUR | Clovis Oncology INC | — | EXIT | 清仓 |
| 16 | ARRYEUR | Array Biopharma INC | — | EXIT | 清仓 |
| 17 | PDCOEUR | Patterson Cos INC | — | NEW | 新建仓 |
| 18 | IART | Integra Lifesciences Holding | — | EXIT | 清仓 |
| 19 | MOH | Molina Healthcare INC | — | EXIT | 清仓 |
| 20 | HUM | Humana INC | — | EXIT | 清仓 |
| 21 | CDNA | Caredx INC | — | NEW | 新建仓 |
| 22 | ELAN | Elanco Animal Health INC | — | NEW | 新建仓 |
| 23 | ✓ | Amicus Therapeutics INC | — | NEW | 新建仓 |