CIK: 0001475373
申報總市值
US$4.2億
| # | 代號 | 標的名稱 | 資產子類別 | 佔比 | 佔比變動 | 持倉量變化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | BAX | Baxter International INC | 股票-醫療保健 | 9.68% | — | +16.04% | |
| 2 | LLY | Eli Lilly & Co | 股票-醫療保健 | 8.42% | — | -28.79% | |
| 3 | BSX | Boston Scientific CORP | 股票-醫療保健 | 7.94% | — | +5.69% | |
| 4 | SYK | Stryker CORP | 股票-醫療保健 | 5.24% | — | +18.79% | |
| 5 | BMY | Bristol-myers Squibb Co | 股票-醫療保健 | 5.06% | +2.69% | +21.51% | |
| 6 | EW | Edwards Lifesciences CORP | 股票-醫療保健 | 4.57% | -0.73% | -32.07% | |
| 7 | RVTY | Revvity INC | 股票-醫療保健 | 4.18% | — | +8.13% | |
| 8 | IRWD | Ironwood Pharmaceuticals INC | 股票-其他 | 3.90% | — | +0.61% | |
| 9 | ✓ | 股票-其他 | 3.87% | — | +42.15% | ||
| 10 | LTH | Life Time Group Holdings, Inc. | 股票-其他 | 3.57% | — | +11.62% | |
| 11 | DGX | Quest Diagnostics INC | 股票-醫療保健 | 3.50% | — | -15.94% | |
| 12 | ✓ | 股票-其他 | 3.22% | — | — | ||
| 13 | CAH | Cardinal Health INC | 股票-醫療保健 | 2.99% | -0.16% | -16.65% | |
| 14 | THC | Tenet Healthcare CORP | 股票-醫療保健 | 2.90% | — | +12.20% | |
| 15 | ✓ | Thoratec CORP | 股票-其他 | 2.83% | — | -37.53% | |
| 16 | VRTX | Vertex Pharmaceuticals INC | 股票-醫療保健 | 2.71% | — | +37.60% | |
| 17 | BIO | Bio-rad Laboratories-a | 股票-醫療保健 | 2.58% | -0.08% | +24.77% | |
| 18 | PDCOEUR | Patterson Cos INC | 股票-其他 | 2.54% | — | -8.12% | |
| 19 | WCGEUR | Wellcare Health Plans INC | 股票-其他 | 2.46% | — | -22.18% | |
| 20 | COR | Cencora INC | 股票-醫療保健 | 2.26% | — | +14.80% | |
| 21 | CI | The Cigna Group | 股票-醫療保健 | 2.15% | — | +91.84% | |
| 22 | TEVA | Teva Pharmaceutical-sp Adr | 股票-醫療保健 | 2.00% | — | -54.11% | |
| 23 | IART | Integra Lifesciences Holding | 股票-其他 | 1.97% | — | +42.89% | |
| 24 | ✓ | 股票-其他 | 1.94% | — | — | ||
| 25 | RMD | Resmed INC | 股票-醫療保健 | 1.80% | — | -37.61% | |
| 26 | MASI* | Masimo CORP | 股票-其他 | 1.65% | — | — | |
| 27 | MDCOUSD | Medicines Company | 股票-其他 | 1.62% | — | +69.48% | |
| 28 | CYH | Community Health Systems INC | 股票-其他 | 1.58% | — | +19.01% | |
| 29 | ✓ | Acorda Therapeutics INC | 股票-其他 | 0.77% | — | -51.93% | |
| 30 | SPPIUSD | Spectrum Pharmaceuticals INC | 股票-其他 | 0.11% | — | — |
| # | 代號 | 標的名稱 | 佔比變動 | 持倉量變化 | 異動類型 |
|---|---|---|---|---|---|
| 1 | ✓ | +1.4% | +42.15% | 加碼 | |
| 2 | SYK | Stryker CORP | +1.3% | +18.79% | 加碼 |
| 3 | BMY | Bristol-myers Squibb Co | +1.3% | +21.51% | 加碼 |
| 4 | CI | The Cigna Group | +1.1% | +91.84% | 加碼 |
| 5 | BAX | Baxter International INC | +1.1% | +16.04% | 加碼 |
| 6 | BSX | Boston Scientific CORP | +0.9% | +5.69% | 加碼 |
| 7 | MDCOUSD | Medicines Company | +0.8% | +69.48% | 加碼 |
| 8 | VRTX | Vertex Pharmaceuticals INC | +0.8% | +37.60% | 加碼 |
| 9 | IART | Integra Lifesciences Holding | +0.6% | +42.89% | 加碼 |
| 10 | BIO | Bio-rad Laboratories-a | +0.5% | +24.77% | 加碼 |
| 11 | COR | Cencora INC | +0.5% | +14.80% | 加碼 |
| 12 | IRWD | Ironwood Pharmaceuticals INC | +0.5% | +0.61% | 加碼 |
| 13 | LTH | Life Time Group Holdings, Inc. | +0.3% | +11.62% | 加碼 |
| 14 | CYH | Community Health Systems INC | +0.2% | +19.01% | 加碼 |
| 15 | RVTY | Revvity INC | +0.1% | +8.13% | 加碼 |
| 16 | PDCOEUR | Patterson Cos INC | 0% | -8.12% | 減碼 |
| 17 | WCGEUR | Wellcare Health Plans INC | 0% | -22.18% | 減碼 |
| 18 | SPPIUSD | Spectrum Pharmaceuticals INC | 0% | — | 不變 |
| 19 | THC | Tenet Healthcare CORP | -0.3% | +12.20% | 加碼 |
| 20 | DGX | Quest Diagnostics INC | -0.5% | -15.94% | 減碼 |
| 21 | CAH | Cardinal Health INC | -0.5% | -16.65% | 減碼 |
| 22 | ✓ | Acorda Therapeutics INC | -0.6% | -51.93% | 減碼 |
| 23 | RMD | Resmed INC | -0.9% | -37.61% | 減碼 |
| 24 | ✓ | Thoratec CORP | -1.1% | -37.53% | 減碼 |
| 25 | EW | Edwards Lifesciences CORP | -1.1% | -32.07% | 減碼 |
| 26 | TEVA | Teva Pharmaceutical-sp Adr | -2.3% | -54.11% | 減碼 |
| 27 | LLY | Eli Lilly & Co | -3.3% | -28.79% | 減碼 |
| 28 | ✓ | — | NEW | 新建倉 | |
| 29 | ✓ | Cubist Pharmaceuticals INC | — | EXIT | 清倉 |
| 30 | ✓ | — | NEW | 新建倉 | |
| 31 | MASI* | Masimo CORP | — | NEW | 新建倉 |
| 32 | ✓ | Volcano Corporation | — | EXIT | 清倉 |
| 33 | ✓ | — | EXIT | 清倉 | |
| 34 | ✓ | Allergan INC | — | EXIT | 清倉 |
| 35 | ✓ | Avanir Pharmaceuticals INC | — | EXIT | 清倉 |
| 36 | ✓ | Auxilium Pharmaceuticals | — | EXIT | 清倉 |