 TEVA PHARMACEUTICAL INDS SPONSORED ADSTEVA |
| 6.64% | 5.44% | $5,082.3万 | 150.0万股 | $3,424.6万 | 113.7万股 | +36.3万股+31.94% | 加仓 |
 渤健BIIB |
| 5.55% | 2.69% | $4,248.3万 | 19.7万股 | $1,696.3万 | 9.3万股 | +10.4万股+112.51% | 加仓 |
 MINERALYS THERAPEUTICSMLYS |
| 5.18% | 5.76% | $3,966.0万 | 147.0万股 | $3,630.0万 | 134.0万股 | +13.0万股+9.70% | 加仓 |
| TTOWER SEMICONDUCTOR SHS NEWTSEM |
| 3.69% | 4.06% | $2,821.8万 | 10.8万股 | $2,557.4万 | 14.6万股 | -3.7万股-25.71% | 减仓 |
 CYTOKINETICSCYTK |
| 3.56% | 3.13% | $2,726.0万 | 32.0万股 | $1,971.5万 | 29.9万股 | +2.1万股+6.98% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 3.1% | 4.06% | $2,373.8万 | 15.0万股 | $2,554.6万 | 20.0万股 | -5.0万股-25.00% | 减仓 |
 SYNDAX PHARMACEUTICALSSNDX |
| 2.9% | 2.69% | $2,217.9万 | 101.5万股 | $1,692.6万 | 72.5万股 | +29.0万股+40.03% | 加仓 |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 2.57% | 2.69% | $1,965.0万 | 58.8万股 | $1,695.6万 | 80.9万股 | -22.1万股-27.29% | 减仓 |
 BioMarin制药BMRN |
| 2.46% | 1.26% | $1,880.0万 | 32.9万股 | $790.3万 | 14.0万股 | +18.9万股+134.85% | 加仓 |
 BridgeBioBBIO |
| 2.39% | 2.89% | $1,827.3万 | 24.5万股 | $1,821.2万 | 24.5万股 | +100股+0.04% | 加仓 |
 COGENT BIOSCIENCESCOGT |
| 2.32% | 2.54% | $1,777.6万 | 45.9万股 | $1,602.5万 | 41.6万股 | +4.3万股+10.33% | 加仓 |
| NNOVANVMI |
| 1.78% | 3.68% | $1,366.5万 | 2.5万股 | $2,317.6万 | 5.3万股 | -2.8万股-52.84% | 减仓 |
 InsmedINSM |
| 1.65% | — | $1,266.6万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
| MMAZE THERAPEUTICSMAZE |
| 1.63% | 1.08% | $1,246.0万 | 41.8万股 | $678.6万 | 22.7万股 | +19.0万股+83.67% | 加仓 |
 阿斯利康AZN |
| 1.55% | 1.96% | $1,185.7万 | 6.3万股 | $1,233.2万 | 6.3万股 | 00.00% | 持仓不变 |
| SSANOFI SPONSORED ADRSNY |
| 1.5% | 2.06% | $1,149.8万 | 27.0万股 | $1,298.5万 | 27.0万股 | 00.00% | 持仓不变 |
| CCYBINHELP |
| 1.4% | 0.75% | $1,071.3万 | 162.1万股 | $473.8万 | 98.7万股 | +63.4万股+64.20% | 加仓 |
 礼来LLY |
| 1.26% | 1.32% | $964.3万 | 8,040股 | $831.5万 | 9,040股 | -1,000股-11.06% | 减仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 1.22% | 0.75% | $935.3万 | 1.7万股 | $473.2万 | 9,040股 | +8,379股+92.69% | 加仓 |
 TREVI THERAPEUTICSTRVI |
| 1.22% | 1.09% | $930.7万 | 49.9万股 | $684.8万 | 57.4万股 | -7.5万股-13.07% | 减仓 |
| OORIC PHARMACEUTICALSORIC |
| 1.21% | 1.08% | $923.8万 | 85.3万股 | $681.2万 | 53.8万股 | +31.5万股+58.66% | 加仓 |
| AACADIA PHARMACEUTICALS INC COMACAD |
| 1.18% | 0.91% | $902.0万 | 35.7万股 | $570.3万 | 25.6万股 | +10.0万股+39.16% | 加仓 |
| CCELLDEX THERAPEUTICS NEWCLDX |
| 1.17% | 1.23% | $896.3万 | 24.1万股 | $772.6万 | 24.4万股 | -2,707股-1.11% | 减仓 |
 RHYTHM PHARMACEUTICALSRYTM |
| 1.17% | — | $892.7万 | 8.0万股 | $0 | 0股 | +8.0万股 | 新买入 |
 泛林集团LRCX |
| 1.05% | — | $800.4万 | 1.8万股 | $0 | 0股 | +1.8万股 | 新买入 |
 应用材料AMAT |
| 1.04% | — | $798.2万 | 1.1万股 | $0 | 0股 | +1.1万股 | 新买入 |
| TTANGO THERAPEUTICSTNGX |
| 1.04% | 1.14% | $794.8万 | 25.4万股 | $718.7万 | 34.4万股 | -8.9万股-26.00% | 减仓 |
 诺华NVS |
| 1.02% | 0.9% | $783.3万 | 5.0万股 | $565.2万 | 3.7万股 | +1.3万股+35.14% | 加仓 |
| SSOLAREDGE TECHNOLOGIESSEDG |
| 1.01% | 1.1% | $774.7万 | 400.0万股 | $691.0万 | 400.0万股 | 00.00% | 持仓不变 |
| VVOR BIOPHARMAVOR |
| 1% | 0.91% | $766.6万 | 41.6万股 | $574.3万 | 32.2万股 | +9.5万股+29.36% | 加仓 |
 艾伯维ABBV |
| 0.99% | 1.05% | $761.4万 | 3.0万股 | $658.0万 | 3.0万股 | 00.00% | 持仓不变 |
 默沙东MRK |
| 0.98% | 0.93% | $753.0万 | 5.9万股 | $584.6万 | 4.9万股 | +1.0万股+20.58% | 加仓 |
 强生JNJ |
| 0.96% | 1.12% | $732.2万 | 2.9万股 | $704.7万 | 2.9万股 | 00.00% | 持仓不变 |
 IDEAYA BIOSCIENCESIDYA |
| 0.96% | — | $732.0万 | 19.6万股 | $0 | 0股 | +19.6万股 | 新买入 |
 IMMATICS N.VIMTX |
| 0.95% | 1.09% | $729.4万 | 72.0万股 | $685.0万 | 69.6万股 | +2.4万股+3.44% | 加仓 |
| NNUVECTIS PHARMA INC COMNVCT |
| 0.92% | — | $704.2万 | 38.3万股 | $0 | 0股 | +38.3万股 | 新买入 |
 辉瑞PFE |
| 0.9% | 0.83% | $688.7万 | 28.6万股 | $522.3万 | 18.6万股 | +10.0万股+53.76% | 加仓 |
 HARMONY BIOSCIENCES INHRMY |
| 0.84% | — | $643.2万 | 17.7万股 | $0 | 0股 | +17.7万股 | 新买入 |
 XENON PHARMACEUTICALSXENE |
| 0.83% | 1.17% | $633.8万 | 10.5万股 | $738.5万 | 12.7万股 | -2.2万股-17.32% | 减仓 |
| CCLIMB BIO INC COMCLYM |
| 0.82% | 0.46% | $630.8万 | 48.4万股 | $287.2万 | 41.9万股 | +6.5万股+15.38% | 加仓 |
| ZZENAS BIOPHARMAZBIO |
| 0.77% | 0.67% | $585.9万 | 23.1万股 | $419.0万 | 21.4万股 | +1.7万股+7.70% | 加仓 |
 诺和诺德NVO |
| 0.76% | 0.7% | $578.5万 | 12.1万股 | $443.5万 | 12.1万股 | 00.00% | 持仓不变 |
| EENLIVEN THERAPEUTICSELVN |
| 0.75% | 0.95% | $572.3万 | 11.3万股 | $600.8万 | 15.3万股 | -4.1万股-26.42% | 减仓 |
| PPRELUDE THERAPEUTICS INC COMPRLD |
| 0.71% | 0.3% | $543.6万 | 102.0万股 | $191.0万 | 55.8万股 | +46.1万股+82.65% | 加仓 |
 GSK SPONSORED ADRGSK |
| 0.7% | 1.07% | $534.7万 | 10.2万股 | $673.3万 | 12.2万股 | -2.0万股-16.39% | 减仓 |
| FFORTE BIOSCIENCESFBRX |
| 0.69% | 0.76% | $530.6万 | 25.0万股 | $479.1万 | 18.5万股 | +6.5万股+34.98% | 加仓 |
| BBIOAGE LABSBIOA |
| 0.68% | 0.24% | $523.7万 | 21.4万股 | $151.3万 | 8.7万股 | +12.7万股+146.97% | 加仓 |
 SCHOLAR ROCKSRRK |
| 0.68% | 0.74% | $518.5万 | 9.4万股 | $463.4万 | 9.4万股 | 00.00% | 持仓不变 |
| SSATELLOS BIOSCIENCEMSLE |
| 0.66% | 0.44% | $507.4万 | 65.3万股 | $275.4万 | 48.9万股 | +16.3万股+33.40% | 加仓 |
| PPALISADE BIOPALI |
| 0.62% | 0.48% | $471.7万 | 225.7万股 | $303.4万 | 173.3万股 | +52.4万股+30.21% | 加仓 |
