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 | 16.60% | — | -10.85% | |
| 2 | BMRN | Biomarin Pharmaceutical INC | 股票-医疗保健 | 13.74% | — | -8.85% | |
| 3 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 11.18% | — | -32.89% | |
| 4 | CI | THE Cigna Group | 股票-医疗保健 | 10.72% | — | — | |
| 5 | ABBV | Abbvie INC | 股票-医疗保健 | 8.93% | — | -41.70% | |
| 6 | IQV | Iqvia Holdings INC | 股票-医疗保健 | 8.22% | — | -30.01% | |
| 7 | ZTS | Zoetis INC | 股票-医疗保健 | 5.26% | — | -0.20% | |
| 8 | SIENUSD | Sientra INC | 股票-其他 | 4.51% | — | -0.05% | |
| 9 | TMO | Thermo Fisher Scientific INC | 股票-医疗保健 | 4.24% | — | -65.63% | |
| 10 | FATE | Fate Therapeutics INC | 股票-其他 | 4.16% | — | +115.97% | |
| 11 | TNDM | Tandem Diabetes Care INC | 股票-其他 | 3.91% | — | — | |
| 12 | ✓ | 股票-其他 | 2.57% | — | — | ||
| 13 | ASND | Ascendis Pharma A/S | 股票-其他 | 2.19% | — | — | |
| 14 | HUM | Humana INC | 股票-医疗保健 | 1.89% | — | -87.28% | |
| 15 | ILMN | Illumina INC | 股票-医疗保健 | 1.87% | — | -53.75% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | VRTX | Vertex Pharmaceuticals INC | +6.4% | -10.85% | 减仓 |
| 2 | BMRN | Biomarin Pharmaceutical INC | +5.2% | -8.85% | 减仓 |
| 3 | FATE | Fate Therapeutics INC | +3.1% | +115.97% | 加仓 |
| 4 | SIENUSD | Sientra INC | +2.2% | -0.05% | 减仓 |
| 5 | BMY | Bristol-myers Squibb Co | +1.8% | -32.89% | 减仓 |
| 6 | ZTS | Zoetis INC | +1.7% | -0.20% | 减仓 |
| 7 | IQV | Iqvia Holdings INC | +0.2% | -30.01% | 减仓 |
| 8 | ABBV | Abbvie INC | -0.4% | -41.70% | 减仓 |
| 9 | ILMN | Illumina INC | -0.8% | -53.75% | 减仓 |
| 10 | TMO | Thermo Fisher Scientific INC | -3.6% | -65.63% | 减仓 |
| 11 | HUM | Humana INC | -5.5% | -87.28% | 减仓 |
| 12 | GILD | Gilead Sciences INC | — | EXIT | 清仓 |
| 13 | CI | THE Cigna Group | — | NEW | 新建仓 |
| 14 | CNC | Centene CORP | — | EXIT | 清仓 |
| 15 | MRK | Merck & Co. INC. | — | EXIT | 清仓 |
| 16 | CDNA | Caredx INC | — | EXIT | 清仓 |
| 17 | TNDM | Tandem Diabetes Care INC | — | NEW | 新建仓 |
| 18 | AM6 | Amicus Therapeutics INC | — | EXIT | 清仓 |
| 19 | ✓ | — | NEW | 新建仓 | |
| 20 | ASND | Ascendis Pharma A/S | — | NEW | 新建仓 |