CIK: 0001535610
申报总市值
US$4507.3万
仅显示前 200 大持股（共 256 只）
| # | 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 | SPY | State Street SPDR S&P 500 ETF Trust | ETF-大型股与成长 | 15.91% | — | — | |
| 2 | ✓ | Select Sector Spdr Tr | 股票-其他 | 7.90% | — | — | |
| 3 | AMGN | Amgen Inc. | 股票-医疗保健 | 5.64% | — | -17.30% | |
| 4 | AZN | AstraZeneca PLC | 股票-医疗保健 | 5.14% | — | — | |
| 5 | CI | The Cigna Group | 股票-医疗保健 | 2.60% | — | — | |
| 6 | ✓ | Clovis Oncology INC | 股票-其他 | 2.33% | — | -3.73% | |
| 7 | ✓ | United Therapeutics CORP Del | 股票-其他 | 2.15% | — | +436.12% | |
| 8 | ✓ | Biomarin Pharmaceutical INC | 股票-其他 | 1.94% | — | — | |
| 9 | ✓ | Bluebird Bio INC | 股票-其他 | 1.94% | — | +218.09% | |
| 10 | VRTX | Vertex Pharmaceuticals Incorporated | 股票-医疗保健 | 1.69% | — | +28.60% | |
| 11 | ✓ | Acorda Therapeutics Ord | 股票-其他 | 1.65% | — | +13.88% | |
| 12 | ✓ | Portola Pharmaceuticals INC | 股票-其他 | 1.57% | — | +97.45% | |
| 13 | AZN | AstraZeneca PLC | 股票-医疗保健 | 1.48% | — | — | |
| 14 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.46% | — | -17.29% | |
| 15 | ✓ | Gw Pharmaceuticals PLC | 股票-其他 | 1.46% | — | +358.97% | |
| 16 | ✓ | Alnylam Pharmaceuticals INC | 股票-其他 | 1.43% | — | +20.48% | |
| 17 | ✓ | United Therapeutics CORP Del | 股票-其他 | 1.37% | — | -18.27% | |
| 18 | SRPT | Sarepta Therapeutics, Inc. | 股票-医疗保健 | 1.35% | — | +562.68% | |
| 19 | ✓ | Tesaro INC | 股票-其他 | 1.21% | — | +23.80% | |
| 20 | ✓ | Ionis Pharmaceuticals INC | 股票-其他 | 1.14% | — | +242.33% | |
| 21 | ✓ | Alnylam Pharmaceuticals INC | 股票-其他 | 1.13% | — | +58.47% | |
| 22 | ✓ | Incyte CORP | 股票-其他 | 1.01% | — | — | |
| 23 | ✓ | Dynavax Technologies CORP | 股票-其他 | 0.79% | — | +494.24% | |
| 24 | ✓ | Axovant Sciences LTD | 股票-其他 | 0.78% | — | -19.46% | |
| 25 | HCA | HCA Healthcare, Inc. | 股票-医疗保健 | 0.75% | — | -88.45% | |
| 26 | ✓ | Alexion Pharmaceuticals INC | 股票-其他 | 0.75% | — | — | |
| 27 | ✓ | Newlink Genetics CORP | 股票-其他 | 0.71% | — | — | |
| 28 | ✓ | Incyte CORP | 股票-其他 | 0.70% | — | — | |
| 29 | AMGN | Amgen INC | 股票-医疗保健 | 0.68% | — | -85.32% | |
| 30 | ✓ | Oncobiologics INC | 股票-其他 | 0.67% | — | — | |
| 31 | VRTX | Vertex Pharmaceuticals Incorporated | 股票-医疗保健 | 0.67% | — | +83.11% | |
| 32 | ✓ | Newlink Genetics CORP | 股票-其他 | 0.65% | — | +52.85% | |
| 33 | ✓ | Gw Pharmaceuticals PLC | 股票-其他 | 0.63% | — | +141.15% | |
| 34 | ✓ | Axovant Sciences LTD | 股票-其他 | 0.61% | — | +37.98% | |
| 35 | ✓ | Insmed INC | 股票-其他 | 0.60% | — | +60.01% | |
| 36 | ✓ | Ionis Pharmaceuticals INC | 股票-其他 | 0.59% | — | +24.38% | |
| 37 | ✓ | Jazz Pharmaceuticals PLC | 股票-其他 | 0.55% | — | — | |
| 38 | IONS | Ionis Pharmaceuticals INC | 股票-医疗保健 | 0.52% | — | — | |
| 39 | MTFBUSD | Motif Bio Plc-spon Adr | 股票-其他 | 0.52% | — | -10.85% | |
| 40 | ✓ | Seattle Genetics INC. | 股票-其他 | 0.49% | — | — | |
| 41 | ✓ | Amarin Corp PLC | 股票-其他 | 0.48% | — | +8.17% | |
| 42 | ✓ | Halozyme Therapeutics INC | 股票-其他 | 0.47% | — | +19.94% | |
| 43 | ✓ | Exelixis INC | 股票-其他 | 0.41% | — | -4.66% | |
| 44 | ✓ | Prothena CORP PLC | 股票-其他 | 0.41% | — | +34.69% | |
| 45 | ✓ | Spectranetics CORP Cmn Stk | 股票-其他 | 0.39% | — | — | |
| 46 | OTICEUR | Otonomy INC | 股票-其他 | 0.38% | — | +2688.40% | |
| 47 | ✓ | Mannkind CORP | 股票-其他 | 0.38% | — | — | |
| 48 | BIOAQ | Bioamber INC | 股票-其他 | 0.38% | — | — | |
| 49 | ✓ | Sage Therapeutics INC | 股票-其他 | 0.37% | — | +352.94% | |
| 50 | ✓ | La Jolla Pharmaceutical Co | 股票-其他 | 0.35% | — | -37.58% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MRK | Merck & Co., Inc. | +10.2% | +235.41% | 加仓 |
| 2 | ABBV | AbbVie Inc. | +5.1% | +656.31% | 加仓 |
| 3 | BMY | Bristol-Myers Squibb Company | +2.5% | +117.89% | 加仓 |
| 4 | BMY | Bristol-Myers Squibb Company | +2.3% | +158.70% | 加仓 |
| 5 | GILD | Gilead Sciences, Inc. | +1.2% | +91.94% | 加仓 |
| 6 | ✓ | United Therapeutics CORP Del | +0.8% | +436.12% | 加仓 |
| 7 | ✓ | Bluebird Bio INC | +0.7% | +218.09% | 加仓 |
| 8 | ✓ | Alexion Pharmaceuticals INC | +0.7% | +77.62% | 加仓 |
| 9 | ✓ | Gw Pharmaceuticals PLC | +0.6% | +358.97% | 加仓 |
| 10 | SRPT | Sarepta Therapeutics, Inc. | +0.6% | +562.68% | 加仓 |
| 11 | ✓ | Portola Pharmaceuticals INC | +0.5% | +97.45% | 加仓 |
| 12 | AMGN | Amgen Inc. | +0.5% | +165.12% | 加仓 |
| 13 | VRTX | Vertex Pharmaceuticals Incorporated | +0.4% | +28.60% | 加仓 |
| 14 | ✓ | Ionis Pharmaceuticals INC | +0.3% | +242.33% | 加仓 |
| 15 | ✓ | Spdr S&p 500 ETF Tr | 0% | +1.67% | 加仓 |
| 16 | ✓ | Exelixis INC | -0.4% | -90.73% | 减仓 |
| 17 | ✓ | Alkermes PLC | -0.5% | -56.80% | 减仓 |
| 18 | ✓ | Zogenix INC | -0.8% | -93.40% | 减仓 |
| 19 | ✓ | Tesaro INC | -1.3% | -89.17% | 减仓 |
| 20 | AMGN | Amgen INC | -1.8% | -85.32% | 减仓 |
| 21 | HCA | HCA Healthcare, Inc. | -2.4% | -88.45% | 减仓 |
| 22 | ✓ | Ishares Tr | -3.5% | -58.22% | 减仓 |
| 23 | ✓ | Eli Lilly & Co | — | EXIT | 清仓 |
| 24 | SPY | State Street SPDR S&P 500 ETF Trust | — | NEW | 新建仓 |
| 25 | REGN | Regeneron Pharmaceuticals, Inc. | — | EXIT | 清仓 |
| 26 | ✓ | Select Sector Spdr Tr | — | NEW | 新建仓 |
| 27 | ✓ | Ishares Tr | — | NEW | 新建仓 |
| 28 | REGN | Regeneron Pharmaceuticals | — | EXIT | 清仓 |
| 29 | SRPT | Sarepta Therapeutics INC | — | EXIT | 清仓 |
| 30 | ✓ | Sarepta Therapeutics INC | — | EXIT | 清仓 |
| 31 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 32 | TEVA | Teva Pharmaceutical Industries Limited | — | EXIT | 清仓 |
| 33 | ✓ | Eli Lilly & Co | — | EXIT | 清仓 |
| 34 | CI | The Cigna Group | — | NEW | 新建仓 |
| 35 | MRK | Merck & Co., Inc. | — | NEW | 新建仓 |
| 36 | AXP | American Express Company | — | EXIT | 清仓 |
| 37 | ✓ | Acadia Pharmaceuticals INC | — | EXIT | 清仓 |
| 38 | ✓ | Biomarin Pharmaceutical INC | — | NEW | 新建仓 |
| 39 | ✓ | Mylan N V | — | EXIT | 清仓 |
| 40 | LLY | Eli Lilly & Co | — | EXIT | 清仓 |
| 41 | AZN | AstraZeneca PLC | — | NEW | 新建仓 |
| 42 | ✓ | Astrazeneca PLC | — | EXIT | 清仓 |
| 43 | ✓ | Horizon Pharma Ord | — | EXIT | 清仓 |
| 44 | ✓ | Retrophin INC | — | EXIT | 清仓 |
| 45 | ✓ | Incyte CORP | — | NEW | 新建仓 |
| 46 | AXP | American Express Company | — | EXIT | 清仓 |
| 47 | REGN | Regeneron Pharmaceuticals, Inc. | — | EXIT | 清仓 |
| 48 | ✓ | Puma Biotechnology INC | — | EXIT | 清仓 |
| 49 | ✓ | Alexion Pharmaceuticals INC | — | NEW | 新建仓 |
| 50 | ✓ | Newlink Genetics CORP | — | NEW | 新建仓 |