13FBOX
PFM Health Sciences, LP · 13F 持仓分析
期权收益计算器 机构排行

PFM Health Sciences, LP

No.2494 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$11.65亿
环比变动 Q1 2026
+$6,870.1万+6.3%
持仓股票数
96
新买入
32
加仓
23
减仓
41
清仓
15
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AASCENDIS PHARMA A/S SPONSORED ADRASND
5.34%3.64%$6,219.1万23.3万股$3,989.8万17.4万股+5.9万股+33.67%加仓
AXSOME THERAPEUTICSAXSM
4.61%4.07%$5,375.1万22.0万股$4,467.3万26.4万股-4.5万股-16.92%减仓
礼来LLY
4.04%5.52%$4,708.7万3.9万股$6,048.6万6.6万股-2.7万股-40.30%减仓
爵士制药JAZZ
3.32%3.07%$3,874.0万16.1万股$3,367.8万17.8万股-1.7万股-9.75%减仓
HUMANA COMHUM
3.22%$3,748.8万9.4万股$00股+9.4万股新买入
联合健康UNH
3.15%1.43%$3,669.0万8.8万股$1,570.5万5.8万股+3.0万股+52.10%加仓
NeurocrineNBIX
3.09%2.59%$3,596.7万21.3万股$2,841.3万21.6万股-2,271股-1.05%减仓
INHIBRX BIOSCIENCESINBX
2.51%1.87%$2,921.9万30.8万股$2,053.4万30.5万股+2,954股+0.97%加仓
United TherapeuticsUTHR
2.32%6.35%$2,708.7万5.0万股$6,961.9万11.7万股-6.7万股-57.42%减仓
RREVOLUTION MEDICINES COMRVMD
2.3%1.25%$2,682.3万14.3万股$1,369.0万14.1万股+2,452股+1.74%加仓
ICON PUB LTD COICLR
2.03%0.58%$2,370.8万13.6万股$636.3万5.8万股+7.9万股+137.36%加仓
TTENET HEALTHCARETHC
2.03%6.86%$2,367.9万12.7万股$7,521.4万39.9万股-27.2万股-68.24%减仓
爱德华生命科学EW
1.94%1.86%$2,265.6万25.0万股$2,038.1万25.5万股-4,057股-1.59%减仓
沃特世WAT
1.93%1.08%$2,243.7万6.0万股$1,184.1万4.0万股+2.0万股+50.45%加仓
CENTENE DEL COMCNC
1.86%0.79%$2,163.6万33.7万股$862.7万26.3万股+7.4万股+27.93%加仓
PENUMBRAPEN
1.63%4.19%$1,901.5万6.0万股$4,589.9万14.0万股-8.0万股-56.92%减仓
BridgeBioBBIO
1.62%1.75%$1,887.0万25.3万股$1,914.0万25.8万股-4,389股-1.70%减仓
史赛克SYK
1.53%0.66%$1,783.2万5.7万股$721.5万2.2万股+3.5万股+157.95%加仓
梅特勒托利多MTD
1.46%$1,704.7万1.3万股$00股+1.3万股新买入
IINDIVIOR PHARMACEUTICALSINDV
1.41%1.6%$1,646.2万40.1万股$1,751.6万57.5万股-17.3万股-30.18%减仓
默沙东MRK
1.4%$1,633.5万12.7万股$00股+12.7万股新买入
CYTOKINETICSCYTK
1.4%$1,633.0万19.2万股$00股+19.2万股新买入
LANTHEUSLNTH
1.39%$1,624.2万14.6万股$00股+14.6万股新买入
COOPER COSCOO
1.36%1.11%$1,584.0万22.1万股$1,214.3万17.0万股+5.1万股+30.07%加仓
MADRIGAL PHARMACEUTICALSMDGL
1.35%1.63%$1,574.0万2.9万股$1,787.4万3.4万股-4,833股-14.15%减仓
ACADIA HEALTHCARE INACHC
1.33%1.24%$1,550.1万52.5万股$1,363.0万58.3万股-5.8万股-9.92%减仓
OORUKA THERAPEUTICS INC COMORKA
1.3%0.78%$1,511.5万15.9万股$853.7万17.4万股-1.5万股-8.75%减仓
OSCAR HEALTHOSCR
1.27%0.52%$1,480.2万51.9万股$573.3万50.0万股+1.9万股+3.84%加仓
T赛默飞世尔TMO
1.23%0.66%$1,428.7万2.8万股$729.0万1.5万股+1.4万股+92.13%加仓
CVS健康CVS
1.22%$1,422.0万13.7万股$00股+13.7万股新买入
MMERIT MED SYSMMSI
1.17%1.02%$1,366.3万19.7万股$1,119.9万16.2万股+3.5万股+21.28%加仓
PRAXIS PRECISION MEDICINES IPRAX
1.11%1.04%$1,291.5万3.9万股$1,141.8万3.5万股+3,137股+8.85%加仓
CCELLDEX THERAPEUTICS NEWCLDX
1.09%0.94%$1,275.4万34.3万股$1,030.8万32.5万股+1.8万股+5.48%加仓
诺和诺德NVO
1.09%0.66%$1,270.5万26.5万股$724.6万19.7万股+6.8万股+34.40%加仓
IINTEGERITGR
1.02%1.08%$1,183.7万12.7万股$1,188.7万13.5万股-8,412股-6.23%减仓
DDIANTHUS THERAPEUTICSDNTH
1.01%1.32%$1,181.7万12.1万股$1,444.6万17.2万股-5.1万股-29.58%减仓
DDEFINIUM THERAPEUTICSDFTX
1.01%0.35%$1,171.4万24.9万股$388.0万20.5万股+4.4万股+21.29%加仓
GGILEAD SCIENCES COMGILD
0.98%$1,147.9万9.1万股$00股+9.1万股新买入
RHYTHM PHARMACEUTICALSRYTM
0.97%1.08%$1,127.5万10.2万股$1,188.2万13.7万股-3.5万股-25.67%减仓
SCHEIN HENRYHSIC
0.96%1.03%$1,122.7万13.4万股$1,128.5万15.3万股-1.9万股-12.21%减仓
ARROWHEAD PHARMACEUTICALS INARWR
0.92%0.37%$1,073.2万13.2万股$403.0万6.4万股+6.7万股+104.84%加仓
TTANGO THERAPEUTICSTNGX
0.87%0.77%$1,019.2万32.6万股$849.9万40.6万股-8.0万股-19.74%减仓
TELEFLEX INCORPORATEDTFX
0.87%$1,010.4万8.0万股$00股+8.0万股新买入
CencoraCOR
0.86%$1,004.2万3.5万股$00股+3.5万股新买入
VVIKING THERAPEUTICSVKTX
0.85%0.78%$996.0万25.5万股$856.1万26.3万股-7,776股-2.96%减仓
BBRIGHTSPRING HEALTH SVCSBTSG
0.85%0.73%$989.7万14.2万股$798.2万18.7万股-4.5万股-24.25%减仓
VVERA THERAPEUTICSVERA
0.83%0.64%$962.4万22.4万股$703.5万17.5万股+4.9万股+28.26%加仓
ROIVANT SCIENCESROIV
0.81%0.52%$948.5万26.8万股$574.6万20.7万股+6.1万股+29.19%加仓
CG ONCOLOGYCGON
0.78%1.02%$911.5万12.8万股$1,123.0万16.6万股-3.8万股-22.68%减仓
AMNEAL PHARMACEUTICALSAMRX
0.71%1.05%$832.1万48.1万股$1,156.1万93.0万股-44.9万股-48.32%减仓

🧭 机构资金流板块热力图

净流出 净流入