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 | VRTX | Vertex Pharmaceuticals INC | 股票-医疗保健 | 11.56% | — | +296.62% | |
| 2 | MRK | Merck & Co. INC. | 股票-医疗保健 | 10.52% | — | — | |
| 3 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 9.80% | — | +185.81% | |
| 4 | HUM | Humana INC | 股票-医疗保健 | 9.67% | — | — | |
| 5 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 9.40% | — | +89.45% | |
| 6 | ILMN | Illumina INC | 股票-医疗保健 | 8.94% | — | +413.46% | |
| 7 | GILD | Gilead Sciences INC | 股票-医疗保健 | 8.89% | — | +261.25% | |
| 8 | ISRG | Intuitive Surgical INC | 股票-医疗保健 | 5.23% | — | +599.19% | |
| 9 | ZTS | Zoetis INC | 股票-医疗保健 | 5.09% | — | -0.08% | |
| 10 | CDNA | Caredx INC | 股票-其他 | 4.16% | — | +99.95% | |
| 11 | SRPT | Sarepta Therapeutics INC | 股票-医疗保健 | 4.06% | — | — | |
| 12 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 3.72% | — | +29.93% | |
| 13 | AM6 | Amicus Therapeutics INC | 股票-其他 | 3.61% | — | — | |
| 14 | SYK | Stryker CORP | 股票-医疗保健 | 3.40% | — | +27.31% | |
| 15 | SIENUSD | Sientra INC | 股票-其他 | 1.97% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ILMN | Illumina INC | +4.7% | +413.46% | 加仓 |
| 2 | VRTX | Vertex Pharmaceuticals INC | +3.1% | +296.62% | 加仓 |
| 3 | ISRG | Intuitive Surgical INC | +2.9% | +599.19% | 加仓 |
| 4 | GILD | Gilead Sciences INC | +2.1% | +261.25% | 加仓 |
| 5 | BMY | Bristol-myers Squibb Co | -0.6% | +185.81% | 加仓 |
| 6 | CDNA | Caredx INC | -1.1% | +99.95% | 加仓 |
| 7 | IQV | Iqvia Holdings INC | -3.7% | +29.93% | 加仓 |
| 8 | TMO | Thermo Fisher Scientific INC | -3.9% | +89.45% | 加仓 |
| 9 | SYK | Stryker CORP | -4% | +27.31% | 加仓 |
| 10 | ZTS | Zoetis INC | -7.9% | -0.08% | 减仓 |
| 11 | MRK | Merck & Co. INC. | — | NEW | 新建仓 |
| 12 | HUM | Humana INC | — | NEW | 新建仓 |
| 13 | SRPT | Sarepta Therapeutics INC | — | NEW | 新建仓 |
| 14 | AM6 | Amicus Therapeutics INC | — | NEW | 新建仓 |
| 15 | HRTX | Heron Therapeutics INC | — | EXIT | 清仓 |
| 16 | UNH | Unitedhealth Group INC | — | EXIT | 清仓 |
| 17 | SIENUSD | Sientra INC | — | NEW | 新建仓 |
| 18 | ✓ | Horizon Pharma PLC | — | EXIT | 清仓 |
| 19 | NVROEUR | Nevro CORP | — | EXIT | 清仓 |