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 | ELV | Elevance Health INC | 股票-医疗保健 | 20.33% | — | +9.71% | |
| 2 | BSX | Boston Scientific CORP | 股票-医疗保健 | 20.11% | — | +11.89% | |
| 3 | MOH | Molina Healthcare INC | 股票-医疗保健 | 15.03% | -21.58% | EXIT | |
| 4 | CNC | Centene CORP | 股票-医疗保健 | 11.68% | -1.57% | EXIT | |
| 5 | UHS | Universal Health Services-b | 股票-医疗保健 | 9.24% | — | +1.46% | |
| 6 | MCK | Mckesson CORP | 股票-医疗保健 | 8.77% | -20.25% | EXIT | |
| 7 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 5.62% | — | — | |
| 8 | XBI | Ss Spdr S&p Biotech ETF | ETF-科技型 | 4.08% | — | — | |
| 9 | RTRXEUR | Retrophin INC | 股票-其他 | 2.98% | — | — | |
| 10 | TDOC | Teladoc Health INC | 股票-医疗保健 | 2.16% | — | -23.81% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | MOH | Molina Healthcare INC | +11.5% | +417.99% | 加仓 |
| 2 | CNC | Centene CORP | +4.6% | +66.00% | 加仓 |
| 3 | RTRXEUR | Retrophin INC | +0.1% | — | 不变 |
| 4 | BSX | Boston Scientific CORP | -0.8% | +11.89% | 加仓 |
| 5 | TDOC | Teladoc Health INC | -1.5% | -23.81% | 减仓 |
| 6 | ELV | Elevance Health INC | -2.1% | +9.71% | 加仓 |
| 7 | UHS | Universal Health Services-b | -3% | +1.46% | 加仓 |
| 8 | MCK | Mckesson CORP | — | NEW | 新建仓 |
| 9 | WBA | Walgreens Boots Alliance INC | — | EXIT | 清仓 |
| 10 | ✓ | — | EXIT | 清仓 | |
| 11 | HUM | Humana INC | — | EXIT | 清仓 |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | — | NEW | 新建仓 |
| 13 | XBI | Ss Spdr S&p Biotech ETF | — | NEW | 新建仓 |