 EDGEWISE THERAPEUTICSEWTX |
| 11.9% | 9.69% | $6.31亿 | 1,551.8万股 | $4.89亿 | 1,551.8万股 | 00.00% | 持仓不变 |
| EENLIVEN THERAPEUTICSELVN |
| 6.49% | 6.18% | $3.44亿 | 677.7万股 | $3.12亿 | 796.0万股 | -118.3万股-14.86% | 减仓 |
 礼来LLY |
| 5.84% | 4.32% | $3.09亿 | 25.8万股 | $2.18亿 | 23.7万股 | +2.1万股+8.91% | 加仓 |
| MMBX BIOSCIENCESMBX |
| 3.57% | 2.15% | $1.89亿 | 342.9万股 | $1.09亿 | 363.8万股 | -20.9万股-5.75% | 减仓 |
 阿斯利康AZN |
| 3.23% | 2.62% | $1.71亿 | 91.6万股 | $1.32亿 | 67.0万股 | +24.6万股+36.63% | 加仓 |
 STRUCTURE THERAPEUTICSGPCR |
| 2.24% | 1.41% | $1.19亿 | 220.9万股 | $7,111.4万 | 147.5万股 | +73.4万股+49.75% | 加仓 |
| SSIONNA THERAPEUTICSSION |
| 2.12% | 2.81% | $1.12亿 | 255.6万股 | $1.42亿 | 353.1万股 | -97.5万股-27.61% | 减仓 |
 CORVUS PHARMACEUTICALS ICRVS |
| 2.02% | 2.08% | $1.07亿 | 716.5万股 | $1.05亿 | 716.5万股 | 00.00% | 持仓不变 |
| AARRIVENT BIOPHARMAAVBP |
| 1.98% | 1.38% | $1.05亿 | 302.7万股 | $6,984.0万 | 302.7万股 | 00.00% | 持仓不变 |
| 00 |
| 1.93% | 0.44% | $1.02亿 | 568.0万股 | $2,208.0万 | 621.1万股 | -53.1万股-8.54% | 减仓 |
 ABIVAXABVX |
| 1.88% | 1.03% | $9,948.2万 | 74.7万股 | $5,185.6万 | 46.6万股 | +28.1万股+60.30% | 加仓 |
 Guardant HealthGH |
| 1.65% | 0.8% | $8,757.3万 | 58.4万股 | $4,019.9万 | 43.5万股 | +14.9万股+34.12% | 加仓 |
 ARGENX SPONSORED ADRARGX |
| 1.63% | 1.98% | $8,617.1万 | 9.3万股 | $9,997.1万 | 13.7万股 | -4.4万股-32.15% | 减仓 |
 默沙东MRK |
| 1.61% | 1.58% | $8,524.7万 | 66.3万股 | $7,980.0万 | 66.3万股 | 00.00% | 持仓不变 |
 UNIQUREQURE |
| 1.57% | 0.69% | $8,325.3万 | 180.7万股 | $3,492.6万 | 213.6万股 | -32.9万股-15.39% | 减仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 1.45% | 1.1% | $7,703.5万 | 23.0万股 | $5,557.8万 | 17.3万股 | +5.8万股+33.39% | 加仓 |
 爱德华生命科学EW |
| 1.42% | 1.95% | $7,552.5万 | 83.5万股 | $9,854.6万 | 123.1万股 | -39.6万股-32.16% | 减仓 |
| PPRELUDE THERAPEUTICS INC COMPRLD |
| 1.38% | 0.74% | $7,315.2万 | 1,372.5万股 | $3,731.0万 | 1,090.9万股 | +281.5万股+25.81% | 加仓 |
| DDYNE THERAPEUTICSDYN |
| 1.36% | 1.05% | $7,186.5万 | 323.6万股 | $5,290.1万 | 291.8万股 | +31.8万股+10.89% | 加仓 |
 NateraNTRA |
| 1.34% | 1.04% | $7,112.0万 | 26.2万股 | $5,239.7万 | 26.2万股 | 00.00% | 持仓不变 |
 联合健康UNH |
| 1.34% | — | $7,111.4万 | 17.1万股 | $0 | 0股 | +17.1万股 | 新买入 |
 CG ONCOLOGYCGON |
| 1.3% | 1.27% | $6,911.7万 | 97.3万股 | $6,417.9万 | 94.8万股 | +2.5万股+2.59% | 加仓 |
| AARS PHARMACEUTICALSSPRY |
| 1.25% | 1.32% | $6,639.1万 | 828.9万股 | $6,655.7万 | 828.9万股 | 00.00% | 持仓不变 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.23% | 0.82% | $6,520.1万 | 24.4万股 | $4,162.4万 | 18.2万股 | +6.2万股+34.33% | 加仓 |
 HUMANA COMHUM |
| 1.23% | — | $6,518.4万 | 16.4万股 | $0 | 0股 | +16.4万股 | 新买入 |
 COGENT BIOSCIENCESCOGT |
| 1.23% | 0.25% | $6,506.6万 | 168.1万股 | $1,239.8万 | 32.2万股 | +135.9万股+421.98% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.19% | 2.96% | $6,330.3万 | 148.3万股 | $1.49亿 | 238.2万股 | -89.9万股-37.74% | 减仓 |
 直觉外科ISRG |
| 1.18% | 1.91% | $6,279.4万 | 15.8万股 | $9,620.9万 | 20.9万股 | -5.1万股-24.34% | 减仓 |
 MINERALYS THERAPEUTICSMLYS |
| 1.07% | 1.1% | $5,693.6万 | 211.0万股 | $5,561.3万 | 205.3万股 | +5.7万股+2.80% | 加仓 |
| OODYSSEY THERAPEUTICS INCODTX |
| 1.06% | — | $5,615.2万 | 300.1万股 | $0 | 0股 | +300.1万股 | 新买入 |
 XENON PHARMACEUTICALSXENE |
| 1.02% | 1.22% | $5,387.0万 | 89.2万股 | $6,163.7万 | 106.0万股 | -16.8万股-15.80% | 减仓 |
 ARCUTIS BIOTHERAPEUTICSARQT |
| 1.01% | — | $5,354.1万 | 204.2万股 | $0 | 0股 | +204.2万股 | 新买入 |
 百时美施贵宝BMY |
| 1.01% | 1.11% | $5,329.9万 | 92.5万股 | $5,610.1万 | 92.5万股 | 00.00% | 持仓不变 |
| QQ32 BIO INC COMQTTB |
| 0.99% | 0.29% | $5,259.1万 | 412.8万股 | $1,446.4万 | 225.3万股 | +187.5万股+83.22% | 加仓 |
 PALVELLA THERAPEUTICS NEPVLA |
| 0.96% | 0.46% | $5,079.1万 | 33.2万股 | $2,301.0万 | 18.5万股 | +14.8万股+80.04% | 加仓 |
 史赛克SYK |
| 0.95% | 1.19% | $5,009.1万 | 15.9万股 | $5,996.8万 | 18.3万股 | -2.3万股-12.82% | 减仓 |
| CCARIS LIFE SCIENCES INC COMCAI |
| 0.94% | 0.99% | $5,001.7万 | 280.7万股 | $5,018.6万 | 280.7万股 | 00.00% | 持仓不变 |
 Elevance健康ELV |
| 0.91% | 0.67% | $4,822.5万 | 12.5万股 | $3,357.8万 | 11.5万股 | +1.0万股+8.72% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 0.9% | — | $4,747.5万 | 30.0万股 | $0 | 0股 | +30.0万股 | 新买入 |
| T赛默飞世尔TMO |
| 0.86% | 0.45% | $4,547.3万 | 9.1万股 | $2,285.6万 | 4.7万股 | +4.4万股+95.05% | 加仓 |
| SSHATTUCK LABSSTTK |
| 0.83% | 0.8% | $4,376.5万 | 630.6万股 | $4,054.8万 | 630.6万股 | 00.00% | 持仓不变 |
 UPSTREAM BIO INC COMUPB |
| 0.74% | 1.02% | $3,940.0万 | 569.4万股 | $5,124.2万 | 569.4万股 | 00.00% | 持仓不变 |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 0.71% | 0.72% | $3,738.3万 | 99.9万股 | $3,628.4万 | 99.9万股 | 00.00% | 持仓不变 |
 RHYTHM PHARMACEUTICALSRYTM |
| 0.68% | 0.54% | $3,585.2万 | 32.3万股 | $2,731.7万 | 31.4万股 | +8,800股+2.80% | 加仓 |
 SYNDAX PHARMACEUTICALSSNDX |
| 0.64% | 0.45% | $3,370.8万 | 154.2万股 | $2,247.9万 | 96.2万股 | +58.0万股+60.24% | 加仓 |
| FFORTE BIOSCIENCESFBRX |
| 0.63% | 0.61% | $3,352.6万 | 157.8万股 | $3,100.1万 | 119.7万股 | +38.1万股+31.81% | 加仓 |
| CCOMPASS THERAPEUTICSCMPX |
| 0.63% | 1.6% | $3,333.2万 | 1,522.0万股 | $8,051.4万 | 1,522.0万股 | 00.00% | 持仓不变 |
 NEKTAR THERAPEUTICS COM NEWNKTR |
| 0.61% | 0.39% | $3,248.6万 | 46.5万股 | $1,978.6万 | 27.5万股 | +19.0万股+69.22% | 加仓 |
 KRYSTAL BIOTECHKRYS |
| 0.58% | 0.35% | $3,092.3万 | 8.3万股 | $1,785.0万 | 6.9万股 | +1.4万股+20.41% | 加仓 |
 AXSOME THERAPEUTICSAXSM |
| 0.54% | 0.72% | $2,878.0万 | 11.8万股 | $3,615.7万 | 21.4万股 | -9.6万股-45.04% | 减仓 |
