CIK: 0001475373
申报总市值
US$4.2亿
| # | 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 | LLY | Eli Lilly & Co | 股票-医疗保健 | 13.47% | — | +16.42% | |
| 2 | BAX | Baxter International INC | 股票-医疗保健 | 9.27% | — | -7.02% | |
| 3 | BSX | Boston Scientific CORP | 股票-医疗保健 | 7.61% | — | +25.20% | |
| 4 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 6.10% | -0.73% | -4.24% | |
| 5 | ✓ | Thoratec CORP | 股票-其他 | 4.60% | — | +44.15% | |
| 6 | RVTY | Revvity INC | 股票-医疗保健 | 4.38% | — | +11.10% | |
| 7 | IRWD | Ironwood Pharmaceuticals INC | 股票-其他 | 4.20% | — | +12.80% | |
| 8 | TEVA | Teva Pharmaceutical-sp Adr | 股票-医疗保健 | 4.15% | — | -14.21% | |
| 9 | DGX | Quest Diagnostics INC | 股票-医疗保健 | 3.93% | — | +9.26% | |
| 10 | CAH | Cardinal Health INC | 股票-医疗保健 | 3.36% | -0.16% | +0.63% | |
| 11 | ✓ | Cubist Pharmaceuticals INC | 股票-其他 | 3.18% | — | +15.69% | |
| 12 | THC | Tenet Healthcare CORP | 股票-医疗保健 | 3.09% | — | +59.89% | |
| 13 | ABBV | Abbvie INC | 股票-医疗保健 | 3.05% | — | -48.47% | |
| 14 | ✓ | Acorda Therapeutics INC | 股票-其他 | 2.99% | — | +49.42% | |
| 15 | RMD | Resmed INC | 股票-医疗保健 | 2.99% | — | +12.81% | |
| 16 | LTH | Life Time Group Holdings, Inc. | 股票-其他 | 2.93% | — | -1.58% | |
| 17 | ✓ | 股票-其他 | 2.84% | — | — | ||
| 18 | PDCOEUR | Patterson Cos INC | 股票-其他 | 2.42% | — | +17.40% | |
| 19 | A | Agilent Technologies INC | 股票-医疗保健 | 2.27% | — | -20.38% | |
| 20 | BIO | Bio-rad Laboratories-a | 股票-医疗保健 | 1.88% | -0.08% | +10.68% | |
| 21 | COR | Cencora INC | 股票-医疗保健 | 1.72% | — | — | |
| 22 | RDY | Dr. Reddy's Laboratories-adr | 股票-其他 | 1.49% | — | — | |
| 23 | MDCOUSD | Medicines Company | 股票-其他 | 1.27% | — | +44.45% | |
| 24 | BMY | Bristol-myers Squibb Co | 股票-医疗保健 | 1.26% | +2.69% | — | |
| 25 | ✓ | 股票-其他 | 1.19% | — | +89.17% | ||
| 26 | IART | Integra Lifesciences Holding | 股票-其他 | 1.17% | — | +15.49% | |
| 27 | ✓ | Avanir Pharmaceuticals INC | 股票-其他 | 0.89% | — | — | |
| 28 | CI | The Cigna Group | 股票-医疗保健 | 0.87% | — | — | |
| 29 | ✓ | Auxilium Pharmaceuticals | 股票-其他 | 0.83% | — | -38.69% | |
| 30 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.52% | +2.33% | NEW | |
| 31 | SPPIUSD | Spectrum Pharmaceuticals INC | 股票-其他 | 0.10% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | LLY | Eli Lilly & Co | +2.4% | +16.42% | 加仓 |
| 2 | THC | Tenet Healthcare CORP | +1.3% | +59.89% | 加仓 |
| 3 | ✓ | Thoratec CORP | +1.3% | +44.15% | 加仓 |
| 4 | IRWD | Ironwood Pharmaceuticals INC | +1.2% | +12.80% | 加仓 |
| 5 | BSX | Boston Scientific CORP | +1.1% | +25.20% | 加仓 |
| 6 | ✓ | Acorda Therapeutics INC | +0.7% | +49.42% | 加仓 |
| 7 | RMD | Resmed INC | +0.6% | +12.81% | 加仓 |
| 8 | ✓ | +0.6% | +89.17% | 加仓 | |
| 9 | RVTY | Revvity INC | +0.5% | +11.10% | 加仓 |
| 10 | EW | Edwards Lifesciences CORP | +0.5% | -4.24% | 减仓 |
| 11 | MDCOUSD | Medicines Company | +0.4% | +44.45% | 加仓 |
| 12 | DGX | Quest Diagnostics INC | +0.3% | +9.26% | 加仓 |
| 13 | LTH | Life Time Group Holdings, Inc. | +0.3% | -1.58% | 减仓 |
| 14 | ✓ | Cubist Pharmaceuticals INC | +0.3% | +15.69% | 加仓 |
| 15 | PDCOEUR | Patterson Cos INC | +0.2% | +17.40% | 加仓 |
| 16 | IART | Integra Lifesciences Holding | +0.2% | +15.49% | 加仓 |
| 17 | BIO | Bio-rad Laboratories-a | 0% | +10.68% | 加仓 |
| 18 | SPPIUSD | Spectrum Pharmaceuticals INC | 0% | — | 不变 |
| 19 | CAH | Cardinal Health INC | -0.1% | +0.63% | 加仓 |
| 20 | A | Agilent Technologies INC | -0.6% | -20.38% | 减仓 |
| 21 | TEVA | Teva Pharmaceutical-sp Adr | -0.8% | -14.21% | 减仓 |
| 22 | BAX | Baxter International INC | -1% | -7.02% | 减仓 |
| 23 | ✓ | Auxilium Pharmaceuticals | -1% | -38.69% | 减仓 |
| 24 | UNH | Unitedhealth Group INC | -2.4% | -81.48% | 减仓 |
| 25 | ABBV | Abbvie INC | -2.4% | -48.47% | 减仓 |
| 26 | JNJ | Johnson & Johnson | — | EXIT | 清仓 |
| 27 | WCGEUR | Wellcare Health Plans INC | — | EXIT | 清仓 |
| 28 | ✓ | — | NEW | 新建仓 | |
| 29 | ✓ | Volcano Corporation | — | EXIT | 清仓 |
| 30 | COR | Cencora INC | — | NEW | 新建仓 |
| 31 | AXP | American Express Company | — | EXIT | 清仓 |
| 32 | RDY | Dr. Reddy's Laboratories-adr | — | NEW | 新建仓 |
| 33 | UTHR | United Therapeutics CORP | — | EXIT | 清仓 |
| 34 | BMY | Bristol-myers Squibb Co | — | NEW | 新建仓 |
| 35 | ✓ | Avanir Pharmaceuticals INC | — | NEW | 新建仓 |
| 36 | CI | The Cigna Group | — | NEW | 新建仓 |
| 37 | ✓ | Vivus INC | — | EXIT | 清仓 |