 百时美施贵宝BMY |
| 9.08% | 11.86% | $4,183.9万 | 72.6万股 | $5,021.2万 | 82.8万股 | -10.2万股-12.29% | 减仓 |
 默沙东MRK |
| 6.05% | 7.39% | $2,788.6万 | 21.7万股 | $3,131.6万 | 26.0万股 | -4.3万股-16.64% | 减仓 |
 美敦力MDT |
| 5.98% | 5.74% | $2,757.1万 | 35.2万股 | $2,432.1万 | 28.1万股 | +7.2万股+25.56% | 加仓 |
 辉瑞PFE |
| 5.25% | 7.24% | $2,418.1万 | 100.4万股 | $3,064.6万 | 109.1万股 | -8.7万股-7.99% | 减仓 |
 因赛特INCY |
| 4.2% | 4.46% | $1,935.7万 | 17.1万股 | $1,887.2万 | 20.1万股 | -3.0万股-14.84% | 减仓 |
 Elevance健康ELV |
| 3.73% | 3.04% | $1,720.9万 | 4.4万股 | $1,287.0万 | 4.4万股 | +537股+1.22% | 加仓 |
 BioMarin制药BMRN |
| 3.66% | 3.2% | $1,687.5万 | 29.5万股 | $1,355.3万 | 24.0万股 | +5.5万股+22.92% | 加仓 |
| T赛默飞世尔TMO |
| 3.65% | — | $1,683.8万 | 3.4万股 | $0 | 0股 | +3.4万股 | 新买入 |
 CVS健康CVS |
| 3.49% | 2.3% | $1,607.0万 | 15.5万股 | $972.0万 | 13.5万股 | +2.0万股+14.78% | 加仓 |
 IQVIAIQV |
| 3.27% | 1.62% | $1,506.0万 | 7.8万股 | $686.1万 | 4.0万股 | +3.8万股+93.75% | 加仓 |
 Ionis制药IONS |
| 3.26% | 3% | $1,502.3万 | 18.9万股 | $1,272.5万 | 16.9万股 | +2.0万股+11.80% | 加仓 |
| BBECTON DICKINSON & COMBDX |
| 3.06% | 3.07% | $1,409.9万 | 9.3万股 | $1,299.0万 | 8.3万股 | +1.1万股+12.77% | 加仓 |
 雅培ABT |
| 2.9% | 2.12% | $1,337.9万 | 14.7万股 | $898.7万 | 8.8万股 | +6.0万股+68.45% | 加仓 |
| GGE医疗GEHC |
| 2.89% | 2.12% | $1,330.5万 | 20.8万股 | $899.8万 | 12.6万股 | +8.1万股+64.43% | 加仓 |
 捷迈邦美ZBH |
| 2.66% | 3.33% | $1,225.1万 | 14.2万股 | $1,409.1万 | 15.6万股 | -1.4万股-8.68% | 减仓 |
 渤健BIIB |
| 2.54% | 3.9% | $1,170.2万 | 5.4万股 | $1,651.7万 | 9.0万股 | -3.6万股-39.88% | 减仓 |
| QQIAGENQGEN |
| 2.44% | 1.54% | $1,124.7万 | 28.8万股 | $650.1万 | 16.2万股 | +12.5万股+77.15% | 加仓 |
 CENTENE DEL COMCNC |
| 2.26% | 1.26% | $1,042.5万 | 16.2万股 | $531.7万 | 16.2万股 | 00.00% | 持仓不变 |
 再生元REGN |
| 2.13% | — | $983.9万 | 1.6万股 | $0 | 0股 | +1.6万股 | 新买入 |
| B伯乐生命医学BIO |
| 2.12% | 1.56% | $979.2万 | 3.3万股 | $662.0万 | 2.4万股 | +9,600股+40.42% | 加仓 |
 卡地纳健康CAH |
| 2.1% | 2.74% | $966.6万 | 4.1万股 | $1,160.0万 | 5.5万股 | -1.4万股-25.88% | 减仓 |
 AMGEN COMAMGN |
| 2.06% | 3.92% | $951.7万 | 2.6万股 | $1,659.1万 | 4.7万股 | -2.1万股-44.27% | 减仓 |
 布鲁克BRKR |
| 1.99% | 2.17% | $916.9万 | 15.2万股 | $917.5万 | 25.4万股 | -10.2万股-40.02% | 减仓 |
| AAVANTORAVTR |
| 1.95% | 1.29% | $897.0万 | 90.6万股 | $545.2万 | 69.5万股 | +21.1万股+30.30% | 加仓 |
 PTC THERAPEUTICSPTCT |
| 1.77% | 1.21% | $815.7万 | 10.0万股 | $511.0万 | 7.5万股 | +2.5万股+33.33% | 加仓 |
 艺康ECL |
| 1.58% | 1.2% | $728.5万 | 2.6万股 | $507.4万 | 1.9万股 | +7,000股+36.81% | 加仓 |
 德康医疗DXCM |
| 1.49% | 0.83% | $687.8万 | 10.2万股 | $352.4万 | 5.6万股 | +4.6万股+81.96% | 加仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.23% | 1.15% | $568.2万 | 2.1万股 | $487.3万 | 2.1万股 | 00.00% | 持仓不变 |
 爱德华生命科学EW |
| 1.19% | 1.14% | $546.4万 | 6.0万股 | $483.7万 | 6.0万股 | 00.00% | 持仓不变 |
 SYNDAX PHARMACEUTICALSSNDX |
| 1.15% | 1.58% | $528.4万 | 24.2万股 | $668.1万 | 28.6万股 | -4.4万股-15.48% | 减仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.12% | — | $517.0万 | 12.1万股 | $0 | 0股 | +12.1万股 | 新买入 |
| KKURA ONCOLOGYKURA |
| 1.03% | 0.79% | $475.0万 | 43.3万股 | $334.8万 | 41.2万股 | +2.1万股+5.15% | 加仓 |
| TTRAVERE THERAPEUTICSTVTX |
| 0.99% | — | $454.5万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 0.93% | 0.81% | $428.9万 | 11.5万股 | $342.1万 | 9.4万股 | +2.0万股+21.69% | 加仓 |
| TTANDEM DIABETES CARETNDM |
| 0.87% | 1.21% | $403.0万 | 26.7万股 | $512.0万 | 26.7万股 | 00.00% | 持仓不变 |
| IIOVANCE BIOTHERAPEUTICSIOVA |
| 0.87% | 0.75% | $402.9万 | 96.8万股 | $315.9万 | 90.0万股 | +6.8万股+7.61% | 加仓 |
 CYTOKINETICSCYTK |
| 0.83% | — | $383.4万 | 4.5万股 | $0 | 0股 | +4.5万股 | 新买入 |
 ORGANON & CO COMMON STOCKOGN |
| 0.8% | 0.53% | $366.6万 | 27.1万股 | $225.2万 | 37.6万股 | -10.5万股-27.98% | 减仓 |
| AARDELYXARDX |
| 0.76% | 0.73% | $350.3万 | 68.7万股 | $309.2万 | 51.6万股 | +17.1万股+33.08% | 加仓 |
| IINTELLIA THERAPEUTICSNTLA |
| 0.68% | — | $313.3万 | 18.5万股 | $0 | 0股 | +18.5万股 | 新买入 |
