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 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 13.33% | — | -0.05% | |
| 2 | ZTS | Zoetis INC | 股票-医疗保健 | 13.01% | — | +10.95% | |
| 3 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 10.40% | — | — | |
| 4 | HRTX | Heron Therapeutics INC | 股票-其他 | 8.52% | — | +46.18% | |
| 5 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 8.43% | — | -45.68% | |
| 6 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 7.61% | — | — | |
| 7 | SYK | Stryker CORP | 股票-医疗保健 | 7.40% | — | -40.68% | |
| 8 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 7.38% | — | — | |
| 9 | GILD | Gilead Sciences INC | 股票-医疗保健 | 6.83% | — | -58.64% | |
| 10 | CDNA | Caredx INC | 股票-其他 | 5.25% | — | +18.13% | |
| 11 | ✓ | Horizon Pharma PLC | 股票-其他 | 4.47% | — | — | |
| 12 | ILMN | Illumina INC | 股票-医疗保健 | 4.24% | — | -74.46% | |
| 13 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 2.34% | — | -86.20% | |
| 14 | NVROEUR | Nevro CORP | 股票-其他 | 0.80% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZTS | Zoetis INC | +5.7% | +10.95% | 加仓 |
| 2 | TMO | Thermo Fisher Scientific INC | +5.3% | -0.05% | 减仓 |
| 3 | HRTX | Heron Therapeutics INC | +4% | +46.18% | 加仓 |
| 4 | CDNA | Caredx INC | +2.7% | +18.13% | 加仓 |
| 5 | SYK | Stryker CORP | +0.1% | -40.68% | 减仓 |
| 6 | VRTX | Vertex Pharmaceuticals INC | -1.8% | -45.68% | 减仓 |
| 7 | GILD | Gilead Sciences INC | -4.8% | -58.64% | 减仓 |
| 8 | ILMN | Illumina INC | -7.5% | -74.46% | 减仓 |
| 9 | ISRG | Intuitive Surgical INC | -8.1% | -86.20% | 减仓 |
| 10 | MRK | Merck & Co. INC. | — | EXIT | 清仓 |
| 11 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 12 | CVS | Cvs Health CORP | — | EXIT | 清仓 |
| 13 | UNH | Unitedhealth Group INC | — | NEW | 新建仓 |
| 14 | IQV | Iqvia Holdings INC | — | NEW | 新建仓 |
| 15 | WCGEUR | Wellcare Health Plans INC | — | EXIT | 清仓 |
| 16 | ✓ | — | EXIT | 清仓 | |
| 17 | ✓ | Horizon Pharma PLC | — | NEW | 新建仓 |
| 18 | NVROEUR | Nevro CORP | — | NEW | 新建仓 |