CIK: 0001784547
申报总市值
US$264.4亿
仅显示前 200 大持股（共 709 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 | SGENUSD | Seagen INC | 股票-其他 | 3.29% | — | +110.73% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 2.32% | — | -5.58% | |
| 3 | COO | The Cooper Companies, Inc. | 股票-医疗保健 | 1.68% | — | +17.22% | |
| 4 | ZNGAEUR | Zynga INC - Cl A | 股票-其他 | 1.66% | — | — | |
| 5 | BSX | Boston Scientific CORP | 股票-医疗保健 | 1.32% | — | — | |
| 6 | LRCXEUR | Lam Research CORP | 股票-科技 | 1.28% | — | — | |
| 7 | KLAC | Kla CORP | 股票-科技 | 1.25% | — | +362.91% | |
| 8 | REGN | Regeneron Pharmaceuticals | 股票-医疗保健 | 1.20% | — | +16.90% | |
| 9 | MRK | Merck & Co. INC. | 股票-医疗保健 | 1.16% | — | +4241.74% | |
| 10 | DHR | Danaher CORP | 股票-医疗保健 | 1.13% | — | -17.09% | |
| 11 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 1.09% | +0.42% | -2.38% | |
| 12 | SWK | Stanley Black & Decker INC | 股票-工业 | 1.09% | — | +234.73% | |
| 13 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 1.05% | — | +94.23% | |
| 14 | ARW | Arrow Electronics INC | 股票-科技 | 1.04% | +0.51% | +11.24% | |
| 15 | SPLKCHF | Splunk INC | 股票-其他 | 1.03% | — | — | |
| 16 | TEL | TE Connectivity plc | 股票-科技 | 0.98% | — | +22096.25% | |
| 17 | RVMD | Revolution Medicines INC | 股票-医疗保健 | 0.97% | — | -20.43% | |
| 18 | DELL | Dell Technologies -c | 股票-科技 | 0.94% | — | +42.73% | |
| 19 | CI | THE Cigna Group | 股票-医疗保健 | 0.88% | — | — | |
| 20 | T | At&t INC | 股票-通信服务 | 0.85% | +0.40% | +6.34% | |
| 21 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.82% | +0.24% | -44.92% | |
| 22 | LYFT | Lyft Inc-a | 股票-科技 | 0.77% | — | — | |
| 23 | LHX | L3harris Technologies INC | 股票-工业 | 0.73% | — | +57.10% | |
| 24 | BKNG | Booking Holdings INC | 股票-周期性消费 | 0.71% | — | — | |
| 25 | CERNCHF | Cerner CORP | 股票-其他 | 0.71% | — | +103.43% | |
| 26 | VSH | Vishay Intertechnology INC | 股票-其他 | 0.70% | -0.23% | -25.49% | |
| 27 | LEGN | Legend Biotech Corp-adr | 股票-其他 | 0.69% | — | -20.80% | |
| 28 | BAX | Baxter International INC | 股票-医疗保健 | 0.69% | — | +5.79% | |
| 29 | QCOM | Qualcomm INC | 股票-科技 | 0.67% | — | — | |
| 30 | ✓ | Horizon Therapeutics PLC | 股票-其他 | 0.65% | — | -56.60% | |
| 31 | FTV | Fortive CORP | 股票-科技 | 0.65% | — | +409.15% | |
| 32 | A | Agilent Technologies INC | 股票-医疗保健 | 0.65% | — | +82.11% | |
| 33 | AMGN | Amgen INC | 股票-医疗保健 | 0.65% | — | +83.33% | |
| 34 | MCK | Mckesson CORP | 股票-医疗保健 | 0.65% | — | +67.31% | |
| 35 | JNJ | Johnson & Johnson | 股票-医疗保健 | 0.63% | — | +144.50% | |
| 36 | GD | General Dynamics CORP | 股票-工业 | 0.62% | — | — | |
| 37 | QRVO | Qorvo INC | 股票-科技 | 0.61% | — | -68.31% | |
| 38 | ZBH | Zimmer Biomet Holdings INC | 股票-医疗保健 | 0.60% | — | +138.54% | |
| 39 | ✓ | 股票-其他 | 0.58% | — | -43.08% | ||
| 40 | STM | Stmicroelectronics Nv-ny Shs | 股票-科技 | 0.58% | — | — | |
| 41 | NTNX | Nutanix INC - A | 股票-科技 | 0.58% | — | -9.88% | |
| 42 | LLY | Eli Lilly & Co | 股票-医疗保健 | 0.57% | — | -68.41% | |
| 43 | HUM | Humana INC | 股票-医疗保健 | 0.57% | — | +193.43% | |
| 44 | ALKS | Alkermes plc | 股票-医疗保健 | 0.56% | — | -18.80% | |
| 45 | ✓ | On Hldg AG | 股票-其他 | 0.55% | — | — | |
| 46 | CNC | Centene CORP | 股票-医疗保健 | 0.55% | — | +96.68% | |
| 47 | ESMTUSD | Engagesmart INC | 股票-其他 | 0.55% | — | +77.55% | |
| 48 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.54% | — | — | |
| 49 | S9Q | Spirit Aerosystems Hold-cl A | 股票-其他 | 0.53% | — | +45.49% | |
| 50 | PFE | Pfizer INC | 股票-医疗保健 | 0.53% | — | -36.66% |