CIK: 0001609251
申报总市值
US$2.6亿
| # | 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 | UTHR | United Therapeutics CORP | 股票-医疗保健 | 15.97% | +3.84% | -11.94% | |
| 2 | MCK | Mckesson CORP | 股票-医疗保健 | 13.24% | — | +19.75% | |
| 3 | AMGN | Amgen INC | 股票-医疗保健 | 11.33% | — | -12.84% | |
| 4 | ENTA | Enanta Pharmaceuticals INC | 股票-其他 | 11.23% | -1.25% | -1.51% | |
| 5 | GILD | Gilead Sciences INC | 股票-医疗保健 | 10.71% | — | +1.27% | |
| 6 | MRK | Merck & Co. INC. | 股票-医疗保健 | 9.31% | — | -0.88% | |
| 7 | ✓ | Shire PLC | 股票-其他 | 6.74% | — | +1.29% | |
| 8 | RTIXEUR | Rti Surgical Hds INC | 股票-其他 | 5.16% | — | -0.07% | |
| 9 | OFIX | Orthofix Medical INC | 股票-其他 | 4.60% | — | — | |
| 10 | ✓ | Siemens Healthinee Ordf | 股票-其他 | 4.46% | — | -0.85% | |
| 11 | IVCUSD | Invacare CORP | 股票-其他 | 4.02% | — | +1.29% | |
| 12 | ELAN | Elanco Animal Health INC | 股票-医疗保健 | 1.79% | — | — | |
| 13 | AVNS | Avanos Medical INC | 股票-其他 | 1.31% | — | — | |
| 14 | ✓ | Digirad CORP | 股票-其他 | 0.13% | — | -0.08% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MCK | Mckesson CORP | +2.2% | +19.75% | 加仓 |
| 2 | MRK | Merck & Co. INC. | +1.3% | -0.88% | 减仓 |
| 3 | GILD | Gilead Sciences INC | +1.1% | +1.27% | 加仓 |
| 4 | ✓ | Shire PLC | +0.6% | +1.29% | 加仓 |
| 5 | ✓ | Siemens Healthinee Ordf | +0.2% | -0.85% | 减仓 |
| 6 | UTHR | United Therapeutics CORP | 0% | -11.94% | 减仓 |
| 7 | ✓ | Digirad CORP | — | -0.08% | 减仓 |
| 8 | RTIXEUR | Rti Surgical Hds INC | -0.1% | -0.07% | 减仓 |
| 9 | AMGN | Amgen INC | -0.2% | -12.84% | 减仓 |
| 10 | IVCUSD | Invacare CORP | -1% | +1.29% | 加仓 |
| 11 | ENTA | Enanta Pharmaceuticals INC | -4.1% | -1.51% | 减仓 |
| 12 | OFIX | Orthofix Medical INC | — | NEW | 新建仓 |
| 13 | OFIX | Orthofix Medical Inc. | — | EXIT | 清仓 |
| 14 | ✓ | Halyard Health Incorporated | — | EXIT | 清仓 |
| 15 | ELAN | Elanco Animal Health INC | — | NEW | 新建仓 |
| 16 | AVNS | Avanos Medical INC | — | NEW | 新建仓 |
| 17 | ✓ | Juniper Pharmaceuticals Incorporated | — | EXIT | 清仓 |