CIK: 0001672526
申报总市值
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| # | 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 | HUM | Humana INC | 股票-医疗保健 | 22.10% | — | +6.77% | |
| 2 | ELV | Elevance Health INC | 股票-医疗保健 | 17.95% | — | — | |
| 3 | BSX | Boston Scientific CORP | 股票-医疗保健 | 17.77% | — | — | |
| 4 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 17.61% | — | -3.17% | |
| 5 | CNC | Centene CORP | 股票-医疗保健 | 13.21% | -1.57% | EXIT | |
| 6 | UHS | Universal Health Services-b | 股票-医疗保健 | 8.60% | — | — | |
| 7 | RTRXEUR | Retrophin INC | 股票-其他 | 2.78% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | CNC | Centene CORP | -5.9% | +1.16% | 加仓 |
| 2 | HUM | Humana INC | -15.7% | +6.77% | 加仓 |
| 3 | WBA | Walgreens Boots Alliance INC | -15.8% | -3.17% | 减仓 |
| 4 | ELV | Elevance Health INC | — | NEW | 新建仓 |
| 5 | BSX | Boston Scientific CORP | — | NEW | 新建仓 |
| 6 | UHS | Universal Health Services-b | — | NEW | 新建仓 |
| 7 | MCK | Mckesson CORP | — | EXIT | 清仓 |
| 8 | RTRXEUR | Retrophin INC | — | NEW | 新建仓 |