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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:2026年06月01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
12026-05-29-880326.13895934.13(持仓中)15432.45(1.76%)175.53
-
2-10.41%0
22026-05-222026-05-28908825.88880501.69-28505.69(-3.14%)181.49
1056.19
2-11.95%0
32026-05-152026-05-21916338.94909007.38-7514.54(-0.82%)183.00
1090.53
2-9.10%0
42026-05-082026-05-14927548.50916521.94-11211.29(-1.21%)184.74
1096.55
2-8.35%0
52026-04-282026-05-07915836.19927733.2511714.87(1.29%)182.19
1108.74
2-7.23%0
62026-04-212026-04-27933440.13916018.38-17608.10(-1.89%)186.38
1098.71
2-8.40%0
72026-04-142026-04-20934172.19933626.50-732.22(-0.08%)186.50
1119.67
2-6.64%0
82026-04-072026-04-13943043.56934358.69-8873.24(-0.94%)188.33
1120.91
2-6.56%0
92026-03-302026-04-03924500.94943231.9418546.42(2.01%)184.54
1131.06
2-5.68%0
102026-03-232026-03-27962228.31924685.50-37734.57(-3.94%)191.76
1106.81
2-7.53%0
112026-03-162026-03-20960748.75962420.061480.46(0.16%)190.87
1148.63
2-3.76%0
122026-03-092026-03-13955667.38960939.635082.32(0.54%)189.85
1146.83
2-3.91%0
132026-03-022026-03-061002829.81955857.25-47172.53(-4.72%)199.94
1144.63
2-4.41%0
142026-02-132026-02-271015924.131003029.75-13096.76(-1.29%)202.40
1200.37
20.30%0
152026-02-062026-02-121010715.561016126.505209.46(0.52%)201.52
1217.07
21.61%0
162026-01-302026-02-051024985.691010917.06-14273.29(-1.39%)204.68
1212.66
21.09%0
172026-01-232026-01-291037153.381025190.38-12170.15(-1.18%)207.15
1230.01
22.52%0
182026-01-162026-01-221032095.311037360.505060.07(0.49%)205.16
1238.76
23.74%0
192026-01-092026-01-151036895.061032300.44-4801.76(-0.46%)207.11
1238.65
23.23%0
202025-12-312026-01-081031656.311037102.195239.70(0.51%)206.18
1245.10
23.71%0
212025-12-242025-12-301063890.131031862.50-32239.52(-3.04%)211.92
1234.59
23.19%0
222025-12-172025-12-231054920.881064102.008970.62(0.85%)210.55
1275.87
26.41%0
232025-12-102025-12-161051892.631055131.383029.07(0.29%)209.66
1263.34
25.51%0
242025-12-032025-12-091054346.131052102.25-2454.20(-0.23%)210.20
1260.03
25.21%0
252025-11-262025-12-021058728.381054556.38-4382.73(-0.42%)210.89
1261.85
25.46%0
262025-11-192025-11-251077550.131058939.13-18826.25(-1.75%)215.30
1270.99
25.89%0
272025-11-122025-11-181096036.631077765.38-18489.91(-1.69%)218.61
1291.28
27.78%0
282025-11-052025-11-111064533.381096255.2531509.93(2.97%)212.05
1311.97
29.63%0
292025-10-292025-11-041077901.751064745.38-13371.37(-1.24%)214.94
1275.38
26.47%0
302025-10-222025-10-281078373.501078116.75-471.92(-0.04%)215.23
1292.65
27.81%0
312025-10-152025-10-211055266.501078588.7523111.36(2.19%)210.87
1294.76
27.86%0
322025-09-302025-10-141055275.631055477.38-8.33(0.00%)210.22
1263.06
25.55%0
332025-09-232025-09-291063417.381055485.75-8143.96(-0.77%)212.42
1266.53
25.55%0
342025-09-162025-09-221065817.501063629.75-2400.47(-0.23%)212.79
1275.65
26.36%0
352025-09-092025-09-151089248.131066030.25-23434.78(-2.16%)217.02
1275.78
26.60%0
362025-09-022025-09-081099825.251089465.13-10579.61(-0.96%)219.49
1306.10
28.95%0
372025-08-262025-09-011145659.381100044.75-45842.66(-4.02%)227.97
1314.68
210.00%0
382025-08-192025-08-251127898.501145887.3817763.67(1.58%)225.30
1375.05
214.59%0
392025-08-122025-08-181133515.501128123.75-5618.31(-0.50%)226.45
1353.84
212.81%0
402025-08-052025-08-111160380.501133742.00-26869.95(-2.32%)231.47
1358.46
213.37%0
412025-07-292025-08-041159229.751160612.001151.34(0.10%)230.91
1388.78
216.06%0
422025-07-222025-07-281163127.751159460.63-3898.79(-0.34%)231.65
1387.18
215.95%0
432025-07-152025-07-211181145.501163359.38-18021.94(-1.53%)235.94
1396.00
216.34%0
442025-07-082025-07-141170229.751181381.3810918.43(0.94%)233.21
1414.33
218.14%0
452025-07-012025-07-071165651.381170463.004578.87(0.39%)232.67
1403.46
217.05%0
462025-06-242025-06-301149118.251165884.1316537.11(1.45%)228.73
1394.19
216.59%0
472025-06-172025-06-231170904.131149347.00-21790.21(-1.87%)233.20
1375.01
214.93%0
482025-06-102025-06-161184688.131171137.25-13787.30(-1.17%)236.41
1403.89
217.11%0
492025-06-032025-06-091184579.131184924.50109.95(0.01%)235.43
1414.67
218.49%0
502025-05-262025-05-301190436.001184814.50-5859.12(-0.49%)237.59
1420.50
218.48%0
512025-05-192025-05-231181412.631190673.639025.25(0.77%)235.71
1427.06
219.07%0
522025-05-122025-05-161191621.001181648.38-10210.47(-0.86%)237.81
1416.61
218.16%0
532025-04-302025-05-091159128.131191858.8832499.35(2.81%)231.38
1429.30
219.19%0
542025-04-232025-04-291181005.751159359.50-21882.03(-1.86%)235.77
1390.29
215.94%0
552025-04-162025-04-221189945.251181241.50-8941.60(-0.75%)237.76
1417.82
218.12%0
562025-04-092025-04-151139913.501190183.1350042.27(4.40%)227.38
1426.33
219.02%0
572025-04-012025-04-081185059.251140140.75-45154.87(-3.82%)236.44
1366.38
214.01%0
582025-03-252025-03-311182448.501185295.632611.00(0.22%)236.12
1421.82
218.53%0
592025-03-182025-03-241213918.381182684.63-31475.92(-2.60%)242.09
1416.76
218.27%0
602025-03-112025-03-171174586.251214160.5039340.55(3.37%)233.61
1450.86
221.42%0
612025-03-042025-03-101192247.001174820.00-17664.90(-1.49%)237.73
1407.15
217.48%0
622025-02-252025-03-031203811.881192484.88-11567.41(-0.96%)240.32
1430.05
219.25%0
632025-02-182025-02-241214891.001204052.25-11080.97(-0.91%)242.32
1442.62
220.41%0
642025-02-112025-02-171225226.001215133.25-10337.07(-0.85%)244.34
1455.67
221.51%0
652025-01-272025-02-101204978.001225470.2520251.63(1.68%)240.57
1469.78
222.55%0
662025-01-202025-01-241221057.131205218.63-16082.06(-1.32%)243.62
1444.46
220.52%0
672025-01-132025-01-171258096.881221300.75-37046.58(-2.96%)250.42
1460.13
222.13%0
682024-12-272025-01-031360899.251258347.38-102823.64(-7.57%)271.70
1508.95
225.83%0
692024-12-202024-12-261374395.751361171.00-13498.97(-0.98%)274.27
1631.68
236.12%0
702024-12-132024-12-191427716.131374670.00-53330.73(-3.75%)284.63
1646.09
237.47%0
712024-12-062024-12-121406028.881428000.7521691.66(1.55%)280.27
1710.06
242.80%0
722024-11-292024-12-051384379.751406309.1321653.56(1.57%)275.87
1683.56
240.63%0
732024-11-222024-11-281398033.001384655.63-13656.34(-0.98%)278.92
1659.44
238.47%0
742024-11-152024-11-211398777.751398312.00-744.73(-0.05%)279.03
1675.64
239.83%0
752024-11-082024-11-141399275.881399056.75-498.25(-0.04%)279.21
1677.00
239.91%0
762024-11-012024-11-071393015.251399555.006261.49(0.45%)278.24
1679.30
239.96%0
772024-10-252024-10-311434250.251393293.50-41243.35(-2.88%)286.50
1671.87
239.33%0
782024-10-182024-10-241396568.251434536.8837689.78(2.70%)278.94
1721.26
243.45%0
792024-10-112024-10-171422942.881396847.13-26380.40(-1.85%)284.52
1677.85
239.68%0
802024-09-272024-10-101352874.631423227.5070082.67(5.19%)270.26
1708.03
242.32%0
812024-09-202024-09-261280293.131353144.8872595.99(5.68%)255.80
1624.20
235.31%0
822024-09-112024-09-191315093.501280548.88-34807.25(-2.65%)262.69
1536.52
228.05%0
832024-09-042024-09-101275100.131315356.1340001.01(3.14%)254.97
1580.03
231.54%0
842024-08-282024-09-031275998.881275355.13-898.18(-0.07%)254.44
1527.71
227.54%0
852024-08-212024-08-271319719.751276253.38-43729.68(-3.32%)263.28
1529.38
227.63%0
862024-08-142024-08-201325486.251319983.00-5767.71(-0.44%)264.64
1583.11
232.00%0
872024-08-072024-08-131274536.501325750.7550960.53(4.02%)253.73
1585.75
232.58%0
882024-07-312024-08-061239303.001274790.2535239.41(2.84%)247.74
1530.83
227.48%0
892024-07-242024-07-301286654.751239550.75-47360.59(-3.69%)256.62
1484.96
223.96%0
902024-07-172024-07-231244923.881286911.3841738.62(3.35%)248.87
1545.49
228.69%0
912024-07-102024-07-161236946.131245172.757979.94(0.65%)246.62
1491.40
224.52%0
922024-07-032024-07-091261686.001237192.75-24745.13(-1.97%)251.83
1483.35
223.72%0
932024-06-262024-07-021240207.881261937.8821482.80(1.74%)247.18
1510.99
226.19%0
942024-06-192024-06-251285624.131240455.13-45425.73(-3.54%)256.74
1488.00
224.05%0
952024-06-122024-06-181306931.631285880.88-21311.91(-1.63%)261.16
1543.57
228.59%0
962024-06-042024-06-111306761.881307192.88169.85(0.01%)261.10
1569.00
230.72%0
972024-05-282024-06-031348223.501307023.00-41469.65(-3.08%)269.08
1566.92
230.70%0
982024-05-212024-05-271380608.631348492.63-32392.04(-2.35%)275.95
1619.11
234.85%0
992024-05-142024-05-201406036.251380884.63-25432.11(-1.81%)280.58
1655.27
238.09%0
1002024-05-072024-05-131390953.001406316.7515085.92(1.09%)277.80
1687.26
240.63%0
1012024-04-252024-05-061373937.751391230.7517018.52(1.24%)274.39
1669.08
239.12%0
1022024-04-182024-04-241333289.251374212.1340656.67(3.05%)266.31
1648.97
237.42%0
1032024-04-112024-04-171288715.501333555.5044582.60(3.46%)257.39
1600.05
233.36%0
1042024-04-022024-04-101270966.001288972.8817753.27(1.40%)253.61
1545.11
228.90%0
1052024-03-262024-04-011274478.751271219.63-3513.59(-0.28%)254.52
1525.05
227.12%0
1062024-03-192024-03-251332111.881274733.25-57644.87(-4.33%)266.28
1530.65
227.47%0
1072024-03-122024-03-181335375.751332378.13-3264.29(-0.24%)266.57
1597.71
233.24%0
1082024-03-052024-03-111348990.381335642.38-13617.30(-1.01%)269.34
1601.96
233.56%0
1092024-02-272024-03-041322853.131349259.7526142.58(1.98%)263.96
1617.42
234.93%0
1102024-02-202024-02-261274417.251323117.1348445.29(3.81%)254.62
1588.09
232.31%0
1112024-02-052024-02-191135489.751274671.88138955.42(12.26%)226.74
1529.27
227.47%0
1122024-01-292024-02-021207412.001135716.50-71936.34(-5.97%)240.82
1360.50
213.57%0
1132024-01-222024-01-261255046.001207652.75-47643.66(-3.81%)250.31
1446.72
220.77%0
1142024-01-152024-01-191255579.001255296.38-532.96(-0.04%)250.35
1503.54
225.53%0
1152024-01-082024-01-121288989.501255829.25-33417.61(-2.60%)257.37
1506.24
225.58%0
1162023-12-292024-01-051264907.251289246.8824086.72(1.90%)252.94
1548.71
228.92%0
1172023-12-222023-12-281281001.131265160.13-16096.01(-1.26%)255.03
1512.98
226.52%0
1182023-12-152023-12-211301681.251281256.13-20685.47(-1.59%)260.30
1539.14
228.13%0
1192023-12-082023-12-141271395.131301941.6330292.45(2.39%)253.89
1561.89
230.19%0
1202023-12-012023-12-071290382.751271649.13-18991.47(-1.47%)257.85
1526.45
227.16%0
1212023-11-242023-11-301297198.001290640.63-6816.68(-0.53%)259.30
1549.81
229.06%0
1222023-11-172023-11-231270657.381297457.2526546.14(2.09%)253.69
1556.18
229.75%0
1232023-11-102023-11-161272209.751270911.13-1552.43(-0.12%)253.88
1523.54
227.09%0
1242023-11-032023-11-091237799.631272463.6334416.71(2.78%)247.29
1527.16
227.25%0
1252023-10-272023-11-021205195.131238046.8832610.97(2.71%)240.81
1486.04
223.80%0
1262023-10-202023-10-261225037.631205436.00-19846.14(-1.62%)244.60
1445.80
220.54%0
1272023-10-132023-10-191277011.001225282.13-51983.32(-4.08%)254.52
1466.79
222.53%0
1282023-09-282023-10-121282702.251277265.50-5693.09(-0.44%)256.39
1533.68
227.73%0
1292023-09-212023-09-271296931.501282958.63-14230.97(-1.10%)258.13
1533.85
228.30%0
1302023-09-142023-09-201279275.001297189.6317660.18(1.39%)254.50
1550.36
229.72%0
1312023-09-072023-09-131279710.131279529.50-436.43(-0.03%)255.79
1536.39
227.95%0
1322023-08-312023-09-061283594.751279965.88-3885.03(-0.30%)256.21
1534.77
228.00%0
1332023-08-242023-08-301294470.381283850.88-10877.78(-0.84%)258.24
1538.55
228.39%0
1342023-08-172023-08-231340641.631294728.63-46180.67(-3.45%)267.70
1552.97
229.47%0
1352023-08-102023-08-161349937.631340909.38-9298.01(-0.69%)269.79
1609.81
234.09%0
1362023-08-032023-08-091243049.751350207.38106910.03(8.63%)247.65
1616.41
235.02%0
1372023-07-272023-08-021259551.881243297.38-16505.96(-1.31%)251.52
1491.42
224.33%0
1382023-07-202023-07-261287168.001259803.38-27621.61(-2.15%)256.96
1510.72
225.98%0
1392023-07-132023-07-191314819.501287425.00-27656.72(-2.11%)262.25
1542.49
228.74%0
1402023-07-062023-07-121308117.251315081.756702.96(0.51%)261.55
1579.56
231.51%0
1412023-06-292023-07-051286955.251308378.7521166.30(1.65%)257.30
1571.38
230.84%0
1422023-06-202023-06-281309635.001287212.50-22684.28(-1.73%)261.62
1544.68
228.72%0
1432023-06-132023-06-191267495.631309896.7542148.76(3.34%)252.35
1566.86
230.99%0
1442023-06-062023-06-121316028.001267748.00-48542.75(-3.70%)262.70
1520.08
226.77%0
1452023-05-302023-06-051334597.381316290.75-18573.21(-1.39%)266.65
1579.80
231.63%0
1462023-05-232023-05-291346808.881334864.00-12214.02(-0.91%)269.11
1602.24
233.49%0
1472023-05-162023-05-221348727.631347078.00-1918.55(-0.14%)268.88
1613.27
234.71%0
1482023-05-092023-05-151395020.381348996.50-46302.10(-3.33%)278.17
1615.71
234.90%0
1492023-04-272023-05-081401407.751395298.50-6389.19(-0.46%)279.78
1673.38
239.53%0
1502023-04-202023-04-261370202.751401687.6331210.95(2.28%)273.96
1683.58
240.17%0
1512023-04-132023-04-191370362.131370476.63-159.12(-0.01%)273.55
1643.39
237.05%0
1522023-04-062023-04-121360623.001370635.759741.68(0.72%)271.19
1641.13
237.06%0
1532023-03-292023-04-041394379.501360894.13-33763.51(-2.43%)278.20
1630.95
236.09%0
1542023-03-222023-03-281399337.001394657.63-4958.68(-0.35%)279.39
1672.72
239.47%0
1552023-03-152023-03-211389314.381399616.3810024.69(0.72%)277.28
1678.04
239.96%0
1562023-03-082023-03-141352923.501389591.6336397.73(2.69%)270.34
1668.02
238.96%0
1572023-03-012023-03-071391473.001353193.88-38556.66(-2.78%)277.51
1621.09
235.32%0
1582023-02-222023-02-281413041.381391750.50-21573.32(-1.53%)282.41
1670.92
239.18%0
1592023-02-152023-02-211363202.251413323.7549849.06(3.66%)272.42
1696.70
241.33%0
1602023-02-082023-02-141346956.251363474.6316249.77(1.21%)268.64
1633.62
236.35%0
1612023-02-012023-02-071360234.631347224.88-13281.65(-0.98%)271.87
1617.55
234.72%0
1622023-01-182023-01-311363459.751360506.50-3225.91(-0.24%)272.64
1634.27
236.05%0
1632023-01-112023-01-171305605.631363732.3857866.12(4.44%)260.66
1635.70
236.37%0
1642023-01-042023-01-101307044.251305866.25-1438.51(-0.11%)260.44
1563.11
230.59%0
1652022-12-272023-01-031249507.881307304.7557547.46(4.62%)249.33
1567.22
230.73%0
1662022-12-202022-12-261270428.251249757.25-20924.17(-1.65%)253.16
1495.97
224.98%0
1672022-12-132022-12-191300234.001270681.50-29812.18(-2.30%)259.69
1524.49
227.07%0
1682022-12-062022-12-121256912.131300493.6343330.69(3.46%)250.74
1558.58
230.05%0
1692022-11-292022-12-051148347.251257162.88108586.41(9.47%)229.24
1507.81
225.72%0
1702022-11-222022-11-281224478.381148576.50-76146.47(-6.23%)244.63
1378.35
214.86%0
1712022-11-152022-11-211226244.631224723.00-1766.47(-0.14%)244.93
1469.52
222.47%0
1722022-11-082022-11-141217838.131226489.508408.33(0.69%)243.12
1470.85
222.65%0
1732022-11-012022-11-071210536.381218081.257303.20(0.60%)241.64
1460.65
221.81%0
1742022-10-252022-10-311165599.501210778.0044945.58(3.86%)232.90
1453.34
221.08%0
1752022-10-182022-10-241166382.501165832.38-783.05(-0.07%)232.82
1397.94
216.58%0
1762022-10-112022-10-171111232.751166615.3855160.66(4.97%)222.06
1400.51
216.66%0
1772022-09-272022-10-101054533.381111454.7556711.37(5.40%)209.96
1329.68
211.15%0
1782022-09-202022-09-261063817.001054743.38-9286.09(-0.87%)212.49
1265.60
15.47%0
1792022-09-132022-09-191103881.381064029.50-40072.10(-3.64%)220.20
1274.90
26.40%0
1802022-09-052022-09-091116956.501104101.63-13077.92(-1.17%)223.10
1324.79
210.41%0
1812022-08-292022-09-021079486.751117179.5037477.39(3.48%)215.39
1339.19
211.72%0
1822022-08-222022-08-261054934.751079702.1324556.65(2.33%)210.65
1295.20
27.97%0
1832022-08-152022-08-191057773.131055145.50-2839.08(-0.27%)211.48
1267.22
25.51%0
1842022-08-082022-08-121082109.631057984.63-24341.28(-2.25%)216.21
1269.84
25.80%0
1852022-08-012022-08-051097979.251082325.88-15872.48(-1.45%)219.09
1297.29
28.23%0
1862022-07-252022-07-291063167.251098198.3834818.85(3.28%)212.21
1316.89
29.82%0
1872022-07-182022-07-221052112.001063379.5011057.61(1.05%)209.90
1274.48
26.34%0
1882022-07-112022-07-151057393.381052321.88-5282.86(-0.50%)211.42
1263.95
25.23%0
1892022-07-042022-07-081074333.381057604.75-16943.21(-1.58%)214.63
1269.20
25.76%0
1902022-06-272022-07-011091426.381074548.00-17096.21(-1.57%)217.96
1289.07
27.45%0
1912022-06-202022-06-241013766.941091644.2577675.28(7.69%)202.00
1307.02
29.16%0
1922022-06-132022-06-17997903.881013968.9415865.64(1.59%)199.40
1217.16
21.40%0
1932022-06-062022-06-10999800.56998103.31-1896.66(-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:podms.com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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