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医药电商主力仓策略简介:从我们自身体验看,街上的药店相当密集也经久不衰,这个行业如10年前的服装店,如果全部上网,将产生巨大的线上市场和收益,目前医药电商的渗透率仅为个位数,距离25%的消费品线上渗透率还有很大的提升空间。而事实是最近几年网上药店已呈现爆发式增长,2019年至2021年期间,网上药店的销售额分别为1002亿元、1593亿元、2234亿元,年增速都在40%以上。机构认为,互联网医疗行业预计2030年线上市场规模约1.23万亿元,10年年均复合增长率为20.4%。而另一个事实是,中国65岁及以上人口数量占总人口已接近15%,且占比持续增加,人口老龄化加剧,发病人口率上升,医疗健康市场将进一步扩大。本策略根据主力资金流向量化数据、个股基本面量化数据,抓取龙头进行轮动,轮动周期4-5天 。

最新计划:2025年11月03日继续持仓 
您当前没有订阅该策略跟踪,没有权限查看最新持仓状态。
策略订阅价:10策略币/季 (订阅期间净值增长为负不扣币)
策略换股或调仓周期:3-5个交易日
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最后持仓:
历史交易记录
交易批号买入日期卖出日期买入市值卖出/持仓市值盈利金额(比例%)交易费用
(买入)
(卖出)
交易股票(只)策略累计盈利%止损股数
12025-10-292025-10-31持仓中1077639.501066844.50(持仓中)-11009.89(-1.02%)214.92
0.00
26.68%0
22025-10-222025-10-281078126.881077854.38-487.78(-0.05%)215.22
1292.53
27.79%0
32025-10-152025-10-211055003.751078342.1323127.59(2.19%)210.83
1294.57
27.83%0
42025-09-302025-10-141054830.001055214.50174.71(0.02%)209.75
1260.49
25.52%0
52025-09-232025-09-291062981.381055039.75-8153.91(-0.77%)212.42
1266.53
25.50%0
62025-09-162025-09-221065341.381063193.75-2360.36(-0.22%)212.77
1275.57
26.32%0
72025-09-092025-09-151088699.881065554.13-23362.70(-2.15%)216.99
1275.72
26.56%0
82025-09-022025-09-081099277.001088916.88-10579.61(-0.96%)219.49
1306.10
28.89%0
92025-08-262025-09-011144965.001099496.50-45696.37(-4.01%)227.91
1314.46
29.95%0
102025-08-192025-08-251127254.001145192.8817713.80(1.57%)225.15
1374.08
214.52%0
112025-08-122025-08-181132952.251127479.13-5698.55(-0.51%)225.35
1347.17
212.75%0
122025-08-052025-08-111159805.881133177.63-26859.65(-2.32%)231.43
1358.26
213.32%0
132025-07-292025-08-041158634.381160037.251172.03(0.10%)230.94
1389.00
216.00%0
142025-07-222025-07-281162604.751158865.25-3971.31(-0.34%)231.72
1387.53
215.89%0
152025-07-152025-07-211180622.631162836.50-18021.94(-1.53%)235.94
1396.00
216.28%0
162025-07-082025-07-141169843.001180858.5010782.14(0.92%)233.42
1415.41
218.09%0
172025-07-012025-07-071165264.751170076.384578.87(0.39%)232.67
1403.46
217.01%0
182025-06-242025-06-301148731.631165497.5016537.11(1.45%)228.73
1394.19
216.55%0
192025-06-172025-06-231170230.631148960.38-21503.62(-1.84%)233.36
1376.27
214.90%0
202025-06-102025-06-161183916.631170464.00-13689.14(-1.16%)236.51
1404.62
217.05%0
212025-06-032025-06-091183844.501184153.1373.13(0.01%)235.55
1415.36
218.42%0
222025-05-262025-05-301189628.751184080.00-5786.26(-0.49%)237.46
1419.83
218.41%0
232025-05-192025-05-231180630.501189866.259000.30(0.76%)235.42
1425.29
218.99%0
242025-05-122025-05-161190851.251180866.00-10223.06(-0.86%)237.90
1417.11
218.09%0
252025-04-302025-05-091158395.381191089.1332462.94(2.81%)230.88
1426.21
219.11%0
262025-04-232025-04-291180199.001158626.25-21808.63(-1.85%)235.83
1390.76
215.86%0
272025-04-162025-04-221189067.881180434.88-8870.49(-0.75%)237.45
1416.02
218.04%0
282025-04-092025-04-151139078.251189305.3850000.80(4.42%)226.46
1420.73
218.93%0
292025-04-012025-04-081184223.131139304.63-45154.87(-3.82%)236.44
1366.38
213.93%0
302025-03-252025-03-311181614.381184459.502608.99(0.22%)236.13
1421.89
218.45%0
312025-03-182025-03-241213010.381181850.50-31402.03(-2.59%)242.10
1416.92
218.19%0
322025-03-112025-03-171174019.501213252.5038998.82(3.33%)234.05
1453.14
221.33%0
332025-03-042025-03-101191680.631174253.63-17664.90(-1.49%)237.73
1407.15
217.43%0
342025-02-252025-03-031203191.501191918.50-11513.33(-0.96%)240.31
1430.03
219.19%0
352025-02-182025-02-241214196.251203431.88-11006.67(-0.91%)242.27
1442.42
220.34%0
362025-02-112025-02-171224531.251214438.50-10337.07(-0.85%)244.34
1455.67
221.44%0
372025-01-272025-02-101204376.881224775.5020158.00(1.68%)240.53
1469.44
222.48%0
382025-01-202025-01-241220155.131204617.50-15780.40(-1.30%)242.76
1439.66
220.46%0
392025-01-132025-01-171257184.381220397.88-37037.64(-2.95%)251.14
1464.47
222.04%0
402024-12-272025-01-031359715.501257435.50-102551.05(-7.57%)271.00
1505.06
225.74%0
412024-12-202024-12-261373208.631359986.50-13496.42(-0.98%)274.19
1631.22
236.00%0
422024-12-132024-12-191426529.001373482.88-53330.73(-3.75%)284.63
1646.09
237.35%0
432024-12-062024-12-121404841.751426813.6321691.66(1.55%)280.27
1710.06
242.68%0
442024-11-292024-12-051383192.631405122.0021653.56(1.57%)275.87
1683.56
240.51%0
452024-11-222024-11-281396845.881383468.50-13656.34(-0.98%)278.92
1659.44
238.35%0
462024-11-152024-11-211397615.881397124.88-769.71(-0.06%)278.61
1673.05
239.71%0
472024-11-082024-11-141398113.631397894.50-498.25(-0.04%)279.21
1677.00
239.79%0
482024-11-012024-11-071391817.131398392.756297.55(0.45%)278.22
1679.25
239.84%0
492024-10-252024-10-311432834.251392095.25-41025.00(-2.87%)285.99
1669.03
239.21%0
502024-10-182024-10-241395567.631433120.2537273.65(2.67%)279.04
1721.36
243.31%0
512024-10-112024-10-171421825.751395846.63-26263.10(-1.85%)284.03
1675.03
239.58%0
522024-09-272024-10-101351866.881422109.7569972.65(5.18%)270.29
1708.08
242.21%0
532024-09-202024-09-261279758.251352137.1372123.03(5.64%)255.88
1624.08
235.21%0
542024-09-112024-09-191314440.001280014.13-34688.23(-2.64%)262.38
1534.81
228.00%0
552024-09-042024-09-101274567.131314702.3839880.69(3.13%)254.60
1577.66
231.47%0
562024-08-282024-09-031275890.251274821.75-1323.04(-0.10%)254.64
1528.38
227.48%0
572024-08-212024-08-271319527.631276144.88-43646.17(-3.31%)263.34
1529.82
227.61%0
582024-08-142024-08-201325364.631319791.00-5838.18(-0.44%)264.72
1583.50
231.98%0
592024-08-072024-08-131275567.251325629.2549807.22(3.91%)254.69
1590.10
232.56%0
602024-07-312024-08-061240433.751275822.0035140.28(2.83%)247.91
1531.79
227.58%0
612024-07-242024-07-301287934.251240681.63-47509.96(-3.69%)257.41
1489.54
224.07%0
622024-07-172024-07-231246372.631288191.6341569.88(3.34%)249.15
1546.95
228.82%0
632024-07-102024-07-161238681.251246621.757693.05(0.62%)247.50
1496.35
224.66%0
642024-07-032024-07-091263488.631238928.75-24812.43(-1.96%)252.59
1487.88
223.89%0
652024-06-262024-07-021242373.131263741.2521120.63(1.71%)247.56
1512.79
226.37%0
662024-06-192024-06-251287935.501242620.63-45572.37(-3.54%)257.57
1492.81
224.26%0
672024-06-122024-06-181309252.001288193.00-21320.36(-1.63%)261.37
1544.82
228.82%0
682024-06-042024-06-111309082.381309513.38169.85(0.01%)261.10
1569.00
230.95%0
692024-05-282024-06-031350491.381309343.50-41417.16(-3.08%)269.30
1568.28
230.93%0
702024-05-212024-05-271382840.251350760.63-32355.81(-2.34%)276.19
1620.57
235.08%0
712024-05-142024-05-201408280.501383116.50-25445.05(-1.81%)281.00
1657.79
238.31%0
722024-05-072024-05-131393187.501408561.5015095.96(1.09%)278.08
1688.94
240.86%0
732024-04-252024-05-061376256.251393465.5016934.53(1.23%)274.68
1670.77
239.35%0
742024-04-182024-04-241335615.631376530.8840648.75(3.05%)266.60
1650.68
237.65%0
752024-04-112024-04-171291010.631335882.1344613.59(3.46%)257.96
1603.53
233.59%0
762024-04-022024-04-101273140.001291268.5017874.04(1.40%)254.48
1550.47
229.13%0
772024-03-262024-04-011276377.251273394.50-3237.44(-0.25%)254.74
1526.68
227.34%0
782024-03-192024-03-251334010.631276632.00-57644.87(-4.33%)266.28
1530.65
227.66%0
792024-03-122024-03-181337080.631334276.88-3070.93(-0.23%)267.19
1601.72
233.43%0
802024-03-052024-03-111350685.131337347.88-13606.86(-1.01%)269.56
1603.29
233.73%0
812024-02-272024-03-041324606.881350954.7526083.04(1.97%)264.78
1622.22
235.10%0
822024-02-202024-02-261276273.001324871.6348343.69(3.79%)254.87
1589.45
232.49%0
832024-02-052024-02-191137166.001276528.00139135.01(12.26%)226.94
1530.68
227.65%0
842024-01-292024-02-021207275.881137393.00-70123.79(-5.82%)240.86
1362.91
213.74%0
852024-01-222024-01-261255322.881207516.75-48056.97(-3.83%)250.85
1449.50
220.75%0
862024-01-152024-01-191256182.001255573.75-859.43(-0.07%)251.05
1507.41
225.56%0
872024-01-082024-01-121288974.251256433.13-32798.21(-2.55%)257.07
1505.15
225.64%0
882023-12-292024-01-051264891.751289231.3824086.72(1.90%)252.94
1548.71
228.92%0
892023-12-222023-12-281280985.631265144.63-16096.01(-1.26%)255.03
1512.98
226.51%0
902023-12-152023-12-211301468.131281240.63-20487.14(-1.58%)259.65
1535.49
228.12%0
912023-12-082023-12-141271181.251301727.7530292.45(2.39%)253.89
1561.89
230.17%0
922023-12-012023-12-071290162.881271435.25-18985.32(-1.47%)257.74
1525.81
227.14%0
932023-11-242023-11-301296908.381290420.63-6746.93(-0.52%)259.18
1549.18
229.04%0
942023-11-172023-11-231270367.631297167.5026546.14(2.09%)253.69
1556.18
229.72%0
952023-11-102023-11-161271920.001270621.38-1552.43(-0.12%)253.88
1523.54
227.06%0
962023-11-032023-11-091237509.881272173.8834416.71(2.78%)247.29
1527.16
227.22%0
972023-10-272023-11-021205195.631237757.1332320.80(2.69%)240.73
1485.21
223.78%0
982023-10-202023-10-261225038.001205436.38-19846.14(-1.62%)244.60
1445.80
220.54%0
992023-10-132023-10-191277011.381225282.50-51983.32(-4.08%)254.52
1466.79
222.53%0
1002023-09-282023-10-121282794.881277265.88-5784.95(-0.45%)255.96
1530.97
227.73%0
1012023-09-212023-09-271296598.881283050.88-13806.64(-1.07%)258.58
1537.07
228.31%0
1022023-09-142023-09-201279285.751296857.5017316.66(1.36%)255.06
1553.32
229.69%0
1032023-09-072023-09-131279368.751279540.88-82.97(-0.01%)255.24
1533.49
227.95%0
1042023-08-312023-09-061283252.751279623.88-3885.03(-0.30%)256.21
1534.77
227.96%0
1052023-08-242023-08-301293647.001283508.88-10396.00(-0.81%)257.90
1537.11
228.35%0
1062023-08-172023-08-231339585.501293904.88-45948.09(-3.44%)267.43
1551.65
229.39%0
1072023-08-102023-08-161348791.751339853.00-9207.88(-0.68%)269.15
1606.11
233.99%0
1082023-08-032023-08-091242639.751349060.88106173.85(8.59%)247.23
1613.01
234.91%0
1092023-07-272023-08-021259141.501242887.00-16505.96(-1.31%)251.52
1491.42
224.29%0
1102023-07-202023-07-261285750.131259393.00-26613.60(-2.08%)256.35
1508.31
225.94%0
1112023-07-132023-07-191312660.501286006.50-26915.97(-2.05%)262.02
1541.98
228.60%0
1122023-07-062023-07-121305995.751312922.506666.01(0.51%)260.84
1575.23
231.29%0
1132023-06-292023-07-051284875.001306256.5021124.78(1.65%)256.67
1567.53
230.63%0
1142023-06-202023-06-281307029.251285131.75-22158.42(-1.70%)260.98
1541.46
228.51%0
1152023-06-132023-06-191265216.751307290.2541821.65(3.32%)251.99
1564.33
230.73%0
1162023-06-062023-06-121313422.381265468.63-48216.11(-3.67%)262.41
1518.73
226.55%0
1172023-05-302023-06-051331200.381313684.75-17781.32(-1.34%)265.78
1575.53
231.37%0
1182023-05-232023-05-291343400.381331466.13-12202.60(-0.91%)268.35
1597.68
233.15%0
1192023-05-162023-05-221344993.881343668.75-1593.31(-0.12%)268.15
1609.26
234.37%0
1202023-05-092023-05-151391210.251345262.00-46226.10(-3.33%)277.84
1613.83
234.53%0
1212023-04-272023-05-081397846.631391488.13-6637.90(-0.48%)279.36
1670.52
239.15%0
1222023-04-202023-04-261366700.631398126.0031152.18(2.28%)273.15
1678.65
239.81%0
1232023-04-132023-04-191366888.501366973.75-187.69(-0.01%)272.87
1639.26
236.70%0
1242023-04-062023-04-121357355.631367161.509535.42(0.71%)270.41
1636.17
236.72%0
1252023-03-292023-04-041391384.881357626.00-34036.85(-2.45%)277.98
1629.30
235.76%0
1262023-03-222023-03-281396350.381391662.88-4966.47(-0.36%)279.09
1670.92
239.17%0
1272023-03-152023-03-211386228.131396629.3810124.33(0.73%)276.86
1675.66
239.66%0
1282023-03-082023-03-141349931.631386505.0036303.76(2.69%)269.59
1663.44
238.65%0
1292023-03-012023-03-071387907.881350201.25-37982.66(-2.75%)275.99
1612.62
235.02%0
1302023-02-222023-02-281409351.501388183.88-21448.66(-1.53%)281.01
1662.66
238.82%0
1312023-02-152023-02-211359642.751409632.5049718.28(3.66%)271.61
1691.68
240.96%0
1322023-02-082023-02-141343458.251359914.2516187.43(1.21%)268.55
1632.98
235.99%0
1332023-02-012023-02-071356694.751343726.75-13238.99(-0.98%)270.99
1612.29
234.37%0
1342023-01-182023-01-311359943.001356965.75-3249.18(-0.24%)271.87
1629.59
235.70%0
1352023-01-112023-01-171303345.381360214.8856609.60(4.35%)260.03
1630.35
236.02%0
1362023-01-042023-01-101304947.751303605.25-1602.19(-0.12%)259.71
1558.52
230.36%0
1372022-12-272023-01-031247474.131305207.5057484.51(4.62%)248.91
1564.59
230.52%0
1382022-12-202022-12-261268394.001247723.00-20924.17(-1.65%)253.16
1495.97
224.77%0
1392022-12-132022-12-191298148.001268647.25-29760.25(-2.29%)259.49
1523.36
226.86%0
1402022-12-062022-12-121254904.251298407.5043253.00(3.46%)250.28
1555.74
229.84%0
1412022-11-292022-12-051146395.001255154.50108530.50(9.48%)229.06
1506.70
225.52%0
1422022-11-222022-11-281222483.881146624.00-76104.25(-6.23%)244.45
1377.32
214.66%0
1432022-11-152022-11-211224198.001222728.25-1714.27(-0.14%)244.46
1466.79
222.27%0
1442022-11-082022-11-141215788.631224442.508410.89(0.69%)242.95
1469.86
222.44%0
1452022-11-012022-11-071208499.631216031.637290.54(0.60%)241.40
1459.16
221.60%0
1462022-10-252022-10-311163664.001208741.1344844.87(3.86%)232.27
1449.48
220.87%0
1472022-10-182022-10-241164444.131163896.25-780.57(-0.07%)232.67
1397.01
216.39%0
1482022-10-112022-10-171109460.751164676.8854994.71(4.97%)221.45
1396.66
216.47%0
1492022-09-272022-10-101054548.381109682.1354923.46(5.22%)210.26
1329.29
210.97%0
1502022-09-202022-09-261063542.131054758.63-8995.65(-0.85%)212.10
1263.56
15.48%0
1512022-09-132022-09-191103606.131063754.25-40072.10(-3.64%)220.20
1274.90
26.38%0
1522022-09-052022-09-091116681.251103826.38-13077.92(-1.17%)223.10
1324.79
210.38%0
1532022-08-292022-09-021079486.881116904.2537202.08(3.46%)215.34
1338.52
211.69%0
1542022-08-222022-08-261054934.751079702.1324556.65(2.33%)210.65
1295.20
27.97%0
1552022-08-152022-08-191057773.131055145.50-2839.08(-0.27%)211.48
1267.22
25.51%0
1562022-08-082022-08-121082109.631057984.63-24341.28(-2.25%)216.21
1269.84
25.80%0
1572022-08-012022-08-051097979.251082325.88-15872.48(-1.45%)219.09
1297.29
28.23%0
1582022-07-252022-07-291063167.251098198.3834818.85(3.28%)212.21
1316.89
29.82%0
1592022-07-182022-07-221052112.001063379.5011057.61(1.05%)209.90
1274.48
26.34%0
1602022-07-112022-07-151057393.381052321.88-5282.86(-0.50%)211.42
1263.95
25.23%0
1612022-07-042022-07-081074333.381057604.75-16943.21(-1.58%)214.63
1269.20
25.76%0
1622022-06-272022-07-011091426.381074548.00-17096.21(-1.57%)217.96
1289.07
27.45%0
1632022-06-202022-06-241013766.941091644.2577675.28(7.69%)202.00
1307.02
29.16%0
1642022-06-132022-06-17997903.881013968.9415865.64(1.59%)199.40
1217.16
21.40%0
1652022-06-062022-06-10999800.56998103.31-1896.66(-0.19%)199.44
1196.03
2-0.19%0

策略说明:
为保证策略的真实性,策略计算采取如下规则
1、买入卖出一律在盘前公布计划,成交价以开盘价为准。
2、如盘前计划为买入,个股开盘价涨停,视为买入个股失败。
3、如盘前计划为卖出,开盘价跌停,视为卖出个股失败。
4、轮动策略换仓(卖出后买进)不在同一天操作(因为不可能在开盘时卖出后回笼资金按开盘价买入),换仓将用两个交易日分别操作卖出和买入。
5、策略计算时买卖佣金按万分之二计,印花税按千分之一计。




说明:CFI.CN金融实验室独家研发的"盈仓"战略涡轮量化策略系列,采用多因子、AI、事件驱动、交易大数据等多种领先量化技术,抽取每轮行情的最大价值。2019年试运行以来,各种策略跑赢大盘占比100%, 最高年化收益率超过200%,最高首选股收益超过300%。 策略交易以日线为单位。盘前公布计划,以开盘价操作,无需盯盘。盈亏计算以公布策略买卖计划后第一个开盘价为准,买卖佣金按万分之二计,印花税按千分之一计。中财网金融实验室成立与1999年,有20年数据量化产品研发经验,目前部分策略为开放测试期,欢迎体验。

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