CIK: 0001672526
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 | ELV | Elevance Health INC | 股票-医疗保健 | 22.46% | — | +13.09% | |
| 2 | BSX | Boston Scientific CORP | 股票-医疗保健 | 20.89% | — | +8.44% | |
| 3 | UHS | Universal Health Services-b | 股票-医疗保健 | 12.26% | — | +49.42% | |
| 4 | WBA | Walgreens Boots Alliance INC | 股票-其他 | 9.40% | — | -41.79% | |
| 5 | ✓ | 股票-其他 | 9.09% | — | — | ||
| 6 | HUM | Humana INC | 股票-医疗保健 | 8.75% | — | -65.11% | |
| 7 | CNC | Centene CORP | 股票-医疗保健 | 7.11% | -1.57% | EXIT | |
| 8 | TDOC | Teladoc Health INC | 股票-医疗保健 | 3.63% | — | — | |
| 9 | MOH | Molina Healthcare INC | 股票-医疗保健 | 3.57% | -21.58% | EXIT | |
| 10 | RTRXEUR | Retrophin INC | 股票-其他 | 2.84% | — | — |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ELV | Elevance Health INC | +4.5% | +13.09% | 加仓 |
| 2 | UHS | Universal Health Services-b | +3.7% | +49.42% | 加仓 |
| 3 | BSX | Boston Scientific CORP | +3.1% | +8.44% | 加仓 |
| 4 | RTRXEUR | Retrophin INC | +0.1% | — | 不变 |
| 5 | CNC | Centene CORP | -6.1% | -50.67% | 减仓 |
| 6 | WBA | Walgreens Boots Alliance INC | -8.2% | -41.79% | 减仓 |
| 7 | HUM | Humana INC | -13.4% | -65.11% | 减仓 |
| 8 | ✓ | — | NEW | 新建仓 | |
| 9 | TDOC | Teladoc Health INC | — | NEW | 新建仓 |
| 10 | MOH | Molina Healthcare INC | — | NEW | 新建仓 |