CIK: 0001633055
申报总市值
—
| # | 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 | ✓ | 股票-其他 | 8.41% | — | +51.64% | ||
| 2 | CI | THE Cigna Group | 股票-医疗保健 | 7.12% | — | — | |
| 3 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 6.79% | — | +213.18% | |
| 4 | CELG | Celgene CORP | 股票-其他 | 5.71% | — | +71.35% | |
| 5 | CVS | Cvs Health CORP | 股票-医疗保健 | 5.11% | — | +61.49% | |
| 6 | MDT | Medtronic plc | 股票-医疗保健 | 4.46% | — | +42.53% | |
| 7 | ✓ | Shire PLC | 股票-其他 | 4.24% | — | -48.86% | |
| 8 | ✓ | Wright Medical Group NV | 股票-其他 | 4.06% | — | -8.17% | |
| 9 | DVA | Davita INC | 股票-医疗保健 | 3.83% | — | +100.78% | |
| 10 | RCMEUR | R1 Rcm INC | 股票-其他 | 3.75% | — | +91.12% | |
| 11 | IINUSD | Intricon CORP | 股票-其他 | 3.46% | — | +598.65% | |
| 12 | OXLC | Oxford Lane Capital Corp. | 股票-其他 | 3.12% | — | +56.23% | |
| 13 | MDRX | Veradigm INC | 股票-其他 | 3.01% | — | +673.31% | |
| 14 | HO1 | Hologic INC | 股票-其他 | 2.95% | — | +45.96% | |
| 15 | ICLR | ICON Public Limited Company | 股票-医疗保健 | 2.81% | — | +155.49% | |
| 16 | EHC | Encompass Health CORP | 股票-医疗保健 | 2.78% | — | — | |
| 17 | XRAY | Dentsply Sirona INC | 股票-医疗保健 | 2.33% | — | — | |
| 18 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 2.20% | — | +141.72% | |
| 19 | SNY | Sanofi-adr | 股票-医疗保健 | 1.87% | — | -38.91% | |
| 20 | PODD | Insulet CORP | 股票-医疗保健 | 1.71% | — | — | |
| 21 | BHC | Bausch Health Cos INC | 股票-医疗保健 | 1.60% | — | -0.32% | |
| 22 | IOVA | Iovance Biotherapeutics INC | 股票-其他 | 1.49% | — | +31.39% | |
| 23 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.36% | — | -36.72% | |
| 24 | LAB 2.75 02-01-34 | Standard Biotools INC | 股票-其他 | 1.33% | — | +450.00% | |
| 25 | SRPT | Sarepta Therapeutics INC | 股票-医疗保健 | 1.25% | — | +155.62% | |
| 26 | NVROEUR | Nevro CORP | 股票-其他 | 1.13% | — | +127.45% | |
| 27 | ✓ | Mylan N V | 股票-其他 | 1.12% | — | -28.43% | |
| 28 | LAB | Standard Biotools INC | 股票-其他 | 1.08% | — | -57.94% | |
| 29 | ✓ | Rvl Pharmaceuticals PLC | 股票-其他 | 0.95% | — | — | |
| 30 | PETS | Petmed Express INC | 股票-其他 | 0.82% | — | — | |
| 31 | ARAY | Accuray INC | 股票-其他 | 0.82% | — | — | |
| 32 | ARRYEUR | Array Biopharma INC | 股票-其他 | 0.77% | — | -9.19% | |
| 33 | IRTC | Irhythm Holdings INC | 股票-医疗保健 | 0.66% | — | — | |
| 34 | SYK | Stryker CORP | 股票-医疗保健 | 0.61% | — | -72.71% | |
| 35 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 0.60% | — | — | |
| 36 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.57% | — | -56.60% | |
| 37 | OCUL | Ocular Therapeutix INC | 股票-其他 | 0.49% | — | -22.98% | |
| 38 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.45% | — | +166.83% | |
| 39 | LQDA | Liquidia CORP | 股票-其他 | 0.45% | — | +62.50% | |
| 40 | AXGN | Axogen INC | 股票-其他 | 0.43% | — | +37.45% | |
| 41 | ANAB | Anaptysbio INC | 股票-其他 | 0.43% | — | — | |
| 42 | COR | Cencora INC | 股票-医疗保健 | 0.33% | — | — | |
| 43 | AXSM | Axsome Therapeutics INC | 股票-医疗保健 | 0.31% | — | +119.78% | |
| 44 | AM6 | Amicus Therapeutics INC | 股票-其他 | 0.29% | — | -17.70% | |
| 45 | ALDX | Aldeyra Therapeutics INC | 股票-其他 | 0.29% | — | -4.80% | |
| 46 | MCK | Mckesson CORP | 股票-医疗保健 | 0.29% | — | +75.97% | |
| 47 | VKTX | Viking Therapeutics INC | 股票-医疗保健 | 0.22% | — | -25.72% | |
| 48 | KRYS | Krystal Biotech INC | 股票-医疗保健 | 0.14% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ZBH | Zimmer Biomet Holdings INC | +4.5% | +213.18% | 加仓 |
| 2 | IINUSD | Intricon CORP | +2.6% | +598.65% | 加仓 |
| 3 | MDRX | Veradigm INC | +2.5% | +673.31% | 加仓 |
| 4 | CVS | Cvs Health CORP | +1.9% | +61.49% | 加仓 |
| 5 | CELG | Celgene CORP | +1.8% | +71.35% | 加仓 |
| 6 | ICLR | ICON Public Limited Company | +1.7% | +155.49% | 加仓 |
| 7 | RCMEUR | R1 Rcm INC | +1.6% | +91.12% | 加仓 |
| 8 | MDT | Medtronic plc | +1.6% | +42.53% | 加仓 |
| 9 | DVA | Davita INC | +1.6% | +100.78% | 加仓 |
| 10 | UNH | Unitedhealth Group INC | +1.4% | +141.72% | 加仓 |
| 11 | HO1 | Hologic INC | +1.3% | +45.96% | 加仓 |
| 12 | LAB 2.75 02-01-34 | Standard Biotools INC | +1.1% | +450.00% | 加仓 |
| 13 | OXLC | Oxford Lane Capital Corp. | +1% | +56.23% | 加仓 |
| 14 | SRPT | Sarepta Therapeutics INC | +0.6% | +155.62% | 加仓 |
| 15 | ✓ | Wright Medical Group NV | +0.1% | -8.17% | 减仓 |
| 16 | BHC | Bausch Health Cos INC | -0.3% | -0.32% | 减仓 |
| 17 | OCUL | Ocular Therapeutix INC | -0.4% | -22.98% | 减仓 |
| 18 | ✓ | Mylan N V | -0.6% | -28.43% | 减仓 |
| 19 | BSX | Boston Scientific CORP | -0.6% | -56.60% | 减仓 |
| 20 | SNY | Sanofi-adr | -0.8% | -38.91% | 减仓 |
| 21 | BMY | Bristol-myers Squibb Co | -0.8% | -36.72% | 减仓 |
| 22 | LAB | Standard Biotools INC | -0.8% | -57.94% | 减仓 |
| 23 | SYK | Stryker CORP | -1.5% | -72.71% | 减仓 |
| 24 | ✓ | Shire PLC | -3% | -48.86% | 减仓 |
| 25 | CI | The Cigna Group | — | EXIT | 清仓 |
| 26 | CI | THE Cigna Group | — | NEW | 新建仓 |
| 27 | HWAYEUR | Tivity Health INC | — | EXIT | 清仓 |
| 28 | ABT | Abbott Laboratories | — | EXIT | 清仓 |
| 29 | MRK | Merck & Co. INC. | — | EXIT | 清仓 |
| 30 | EHC | Encompass Health CORP | — | NEW | 新建仓 |
| 31 | BAX | Baxter International INC | — | EXIT | 清仓 |
| 32 | ✓ | — | EXIT | 清仓 | |
| 33 | ELV | Elevance Health INC | — | EXIT | 清仓 |
| 34 | XRAY | Dentsply Sirona INC | — | NEW | 新建仓 |
| 35 | PFE | Pfizer INC | — | EXIT | 清仓 |
| 36 | FATE | Fate Therapeutics INC | — | EXIT | 清仓 |
| 37 | PODD | Insulet CORP | — | NEW | 新建仓 |
| 38 | DHR | Danaher CORP | — | EXIT | 清仓 |
| 39 | DGX | Quest Diagnostics INC | — | EXIT | 清仓 |
| 40 | HRC | Hill-rom Holdings INC | — | EXIT | 清仓 |
| 41 | ✓ | Rvl Pharmaceuticals PLC | — | NEW | 新建仓 |
| 42 | PETS | Petmed Express INC | — | NEW | 新建仓 |
| 43 | ARAY | Accuray INC | — | NEW | 新建仓 |
| 44 | ELGX 2.25 12-15-18 | Endologix INC | — | EXIT | 清仓 |
| 45 | ✓ | Nxstage Medical INC | — | EXIT | 清仓 |
| 46 | IRTC | Irhythm Holdings INC | — | NEW | 新建仓 |
| 47 | A | Agilent Technologies INC | — | EXIT | 清仓 |
| 48 | PBYI | Puma Biotechnology INC | — | EXIT | 清仓 |
| 49 | TEVA | Teva Pharmaceutical-sp Adr | — | NEW | 新建仓 |
| 50 | ADVMCHF | Adverum Biotechnologies INC | — | EXIT | 清仓 |