 礼来LLY |
| 9.62% | 8.67% | $3,576.8万 | 3.0万股 | $2,684.5万 | 4.0万股 | -9,901股-24.93% | 减仓 |
 默沙东MRK |
| 6.55% | 7.4% | $2,433.2万 | 18.9万股 | $2,291.7万 | 3.4万股 | +15.6万股+459.35% | 加仓 |
 强生JNJ |
| 5.84% | 3.86% | $2,169.5万 | 8.5万股 | $1,194.3万 | 9.2万股 | -6,952股-7.53% | 减仓 |
 艾伯维ABBV |
| 4.35% | 3.35% | $1,618.7万 | 6.4万股 | $1,038.6万 | 10.8万股 | -4.4万股-40.54% | 减仓 |
 CVS健康CVS |
| 4.07% | 2.99% | $1,511.4万 | 14.6万股 | $926.7万 | 2.4万股 | +12.2万股+514.57% | 加仓 |
| T赛默飞世尔TMO |
| 3.76% | 4.67% | $1,396.7万 | 2.8万股 | $1,445.0万 | 2.3万股 | +4,873股+21.20% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 3.68% | 2.93% | $1,368.6万 | 7.3万股 | $907.7万 | 61.7万股 | -54.4万股-88.16% | 减仓 |
 渤健BIIB |
| 3.65% | — | $1,356.4万 | 6.3万股 | $0 | 0股 | +6.3万股 | 新买入 |
 NeurocrineNBIX |
| 3.31% | 2.54% | $1,228.6万 | 7.3万股 | $785.4万 | 9.0万股 | -1.7万股-18.72% | 减仓 |
| MMIRUM PHARMACEUTICALSMIRM |
| 3.17% | 3.03% | $1,180.1万 | 10.1万股 | $939.8万 | 19.6万股 | -9.5万股-48.51% | 减仓 |
 ALKERMESALKS |
| 3.01% | 2.66% | $1,117.7万 | 21.3万股 | $823.6万 | 24.2万股 | -2.9万股-12.02% | 减仓 |
 Ionis制药IONS |
| 2.93% | 3.03% | $1,087.3万 | 13.7万股 | $939.9万 | 2.8万股 | +10.9万股+391.99% | 加仓 |
| BBEONE MEDICINESONC |
| 2.7% | 3.92% | $1,002.5万 | 3.5万股 | $1,213.7万 | 4.2万股 | -6,537股-15.67% | 减仓 |
 直觉外科ISRG |
| 2.64% | 3.05% | $980.5万 | 2.5万股 | $944.5万 | 7.1万股 | -4.6万股-65.20% | 减仓 |
 史赛克SYK |
| 2.57% | 3.09% | $953.4万 | 3.0万股 | $958.0万 | 2.7万股 | +3,448股+12.85% | 加仓 |
 福泰制药VRTX |
| 2.56% | 3.61% | $950.3万 | 1.9万股 | $1,116.8万 | 2.3万股 | -3,853股-16.76% | 减仓 |
 爱德华生命科学EW |
| 2.51% | 2.67% | $933.8万 | 10.3万股 | $826.7万 | 10.7万股 | -3,288股-3.09% | 减仓 |
 BridgeBioBBIO |
| 2.5% | 3.84% | $928.8万 | 12.5万股 | $1,189.3万 | 11.1万股 | +1.3万股+11.98% | 加仓 |
 KRYSTAL BIOTECHKRYS |
| 2.4% | 2.19% | $892.7万 | 2.4万股 | $679.4万 | 3.8万股 | -1.4万股-36.08% | 减仓 |
 CencoraCOR |
| 2.37% | 2.13% | $880.8万 | 3.1万股 | $660.3万 | 2.3万股 | +7,656股+32.62% | 加仓 |
| NNEWAMSTERDAM PHARMANAMS |
| 2.27% | 1.78% | $843.3万 | 24.9万股 | $550.8万 | 9.5万股 | +15.4万股+162.51% | 加仓 |
 ABIVAXABVX |
| 2.09% | 1.54% | $775.2万 | 5.8万股 | $478.4万 | 3.2万股 | +2.7万股+84.14% | 加仓 |
 因赛特INCY |
| 1.74% | 2.57% | $645.6万 | 5.7万股 | $797.4万 | 5.1万股 | +6,157股+12.12% | 加仓 |
 IRHYTHMIRTC |
| 1.73% | 2.02% | $643.5万 | 5.4万股 | $626.0万 | 2.2万股 | +3.2万股+142.37% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.68% | 2.86% | $624.8万 | 14.6万股 | $884.4万 | 4.0万股 | +10.6万股+262.04% | 加仓 |
 InsmedINSM |
| 1.67% | 1.92% | $622.4万 | 5.8万股 | $595.5万 | 9.7万股 | -3.9万股-40.09% | 减仓 |
| TTANGO THERAPEUTICSTNGX |
| 1.67% | 1.17% | $620.7万 | 19.9万股 | $363.0万 | 3.0万股 | +16.9万股+563.74% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 1.57% | 2.31% | $583.0万 | 4.6万股 | $715.7万 | 4.8万股 | -1,825股-3.80% | 减仓 |
 卡地纳健康CAH |
| 1.51% | 1.54% | $561.4万 | 2.4万股 | $476.8万 | 10.9万股 | -8.5万股-78.26% | 减仓 |
| OORUKA THERAPEUTICS INC COMORKA |
| 1.41% | — | $522.4万 | 5.5万股 | $0 | 0股 | +5.5万股 | 新买入 |
| SSPYRE THERAPEUTICSSYRE |
| 1.36% | 1.13% | $506.3万 | 5.7万股 | $348.6万 | 6.3万股 | -5,705股-9.09% | 减仓 |
 德康医疗DXCM |
| 1.3% | 0.85% | $483.9万 | 7.2万股 | $264.0万 | 58.4万股 | -51.2万股-87.70% | 减仓 |
| BBICARA THERAPEUTICSBCAX |
| 1.16% | 0.75% | $432.5万 | 14.6万股 | $231.5万 | 117.0万股 | -102.4万股-87.55% | 减仓 |
 IDEAYA BIOSCIENCESIDYA |
| 0.95% | 1.3% | $352.1万 | 9.4万股 | $401.1万 | 3.1万股 | +6.3万股+203.47% | 加仓 |
 CELCUITYCELC |
| 0.94% | 1.66% | $348.5万 | 3.3万股 | $514.1万 | 14.1万股 | -10.8万股-76.42% | 减仓 |
 DISC MEDICINEIRON |
| 0.86% | 1.03% | $319.5万 | 4.4万股 | $318.9万 | 10.7万股 | -6.4万股-59.27% | 减仓 |
| PPYXIS ONCOLOGY INC COMMON STOCKPYXS |
| 0.78% | 0.52% | $290.9万 | 96.6万股 | $161.8万 | 19.7万股 | +76.9万股+390.50% | 加仓 |
| CCOMPASS THERAPEUTICSCMPX |
| 0.62% | 0.99% | $229.6万 | 104.9万股 | $305.1万 | 4.2万股 | +100.7万股+2,406.74% | 加仓 |
 JADE BIOSCIENCESJBIO |
| 0.53% | — | $196.8万 | 8.9万股 | $0 | 0股 | +8.9万股 | 新买入 |
