 联合健康UNH |
| 3.67% | 1.52% | $3,890.3万 | 9.4万股 | $1,231.2万 | 4.6万股 | +4.8万股+105.71% | 加仓 |
 CVS健康CVS |
| 2.73% | 2.98% | $2,890.1万 | 27.9万股 | $2,416.7万 | 33.7万股 | -5.7万股-16.98% | 减仓 |
 阿斯利康AZN |
| 2.69% | — | $2,848.1万 | 15.2万股 | $0 | 0股 | +15.2万股 | 新买入 |
 默沙东MRK |
| 2.59% | — | $2,743.5万 | 21.4万股 | $0 | 0股 | +21.4万股 | 新买入 |
 礼来LLY |
| 2.53% | 3.83% | $2,676.5万 | 2.2万股 | $3,101.0万 | 3.4万股 | -1.1万股-33.81% | 减仓 |
 艾伯维ABBV |
| 2.3% | 1.92% | $2,435.2万 | 9.7万股 | $1,556.7万 | 7.2万股 | +2.5万股+35.21% | 加仓 |
| AALIGNMENT HEALTHCAREALHC |
| 2.24% | 2.29% | $2,374.1万 | 99.7万股 | $1,856.2万 | 105.3万股 | -5.6万股-5.35% | 减仓 |
 爱德华生命科学EW |
| 2.22% | 1.61% | $2,352.0万 | 26.0万股 | $1,305.3万 | 16.3万股 | +9.7万股+59.51% | 加仓 |
| GGILEAD SCIENCES COMGILD |
| 2.13% | 2.88% | $2,252.0万 | 17.8万股 | $2,337.9万 | 16.8万股 | +1.1万股+6.26% | 加仓 |
 爵士制药JAZZ |
| 1.99% | 1.77% | $2,107.0万 | 8.7万股 | $1,434.7万 | 7.6万股 | +1.2万股+15.22% | 加仓 |
 渤健BIIB |
| 1.93% | 2.47% | $2,049.3万 | 9.5万股 | $2,000.1万 | 10.9万股 | -1.4万股-13.06% | 减仓 |
 史赛克SYK |
| 1.93% | 1.94% | $2,046.5万 | 6.5万股 | $1,570.7万 | 4.8万股 | +1.7万股+35.98% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 1.81% | 4.84% | $1,922.7万 | 45.1万股 | $3,921.9万 | 62.5万股 | -17.5万股-27.92% | 减仓 |
 强生JNJ |
| 1.74% | — | $1,841.3万 | 7.3万股 | $0 | 0股 | +7.3万股 | 新买入 |
 Guardant HealthGH |
| 1.63% | 1.65% | $1,725.3万 | 11.5万股 | $1,339.4万 | 14.5万股 | -3.0万股-20.69% | 减仓 |
 再生元REGN |
| 1.61% | 4.59% | $1,707.9万 | 2.7万股 | $3,716.4万 | 4.8万股 | -2.1万股-43.06% | 减仓 |
| GGLAUKOS COMGKOS |
| 1.57% | 1.12% | $1,663.1万 | 11.9万股 | $904.3万 | 8.4万股 | +3.5万股+41.67% | 加仓 |
 BioMarin制药BMRN |
| 1.57% | 1.44% | $1,662.2万 | 29.1万股 | $1,169.3万 | 20.7万股 | +8.4万股+40.34% | 加仓 |
 NURIX THERAPEUTICSNRIX |
| 1.57% | 0.6% | $1,660.0万 | 68.4万股 | $485.9万 | 31.4万股 | +37.1万股+118.26% | 加仓 |
 NateraNTRA |
| 1.56% | 1.27% | $1,657.2万 | 6.1万股 | $1,031.9万 | 5.2万股 | +9,450股+18.31% | 加仓 |
| MMIRUM PHARMACEUTICALSMIRM |
| 1.54% | 1.06% | $1,629.7万 | 13.9万股 | $855.5万 | 9.3万股 | +4.7万股+50.32% | 加仓 |
 InsmedINSM |
| 1.53% | 3.22% | $1,620.2万 | 15.2万股 | $2,612.4万 | 16.0万股 | -7,800股-4.88% | 减仓 |
| TTENET HEALTHCARETHC |
| 1.5% | 1.26% | $1,593.9万 | 8.5万股 | $1,019.0万 | 5.4万股 | +3.1万股+57.78% | 加仓 |
| T赛默飞世尔TMO |
| 1.49% | 2.51% | $1,583.3万 | 3.2万股 | $2,032.0万 | 4.1万股 | -9,760股-23.61% | 减仓 |
 CENTENE DEL COMCNC |
| 1.48% | — | $1,566.2万 | 24.4万股 | $0 | 0股 | +24.4万股 | 新买入 |
 AXSOME THERAPEUTICSAXSM |
| 1.46% | 1.33% | $1,543.3万 | 6.3万股 | $1,078.3万 | 6.4万股 | -750股-1.18% | 减仓 |
 DANAHER DEL COMDHR |
| 1.44% | 0.42% | $1,528.6万 | 8.0万股 | $342.3万 | 1.8万股 | +6.2万股+344.56% | 加仓 |
 福泰制药VRTX |
| 1.44% | 2.4% | $1,524.2万 | 3.1万股 | $1,941.8万 | 4.3万股 | -1.3万股-29.44% | 减仓 |
| AANTERIS TECHNOLOGIES GLOBAL COMAVR |
| 1.43% | 0.99% | $1,515.5万 | 153.9万股 | $798.4万 | 143.9万股 | +10.0万股+6.95% | 加仓 |
 NeurocrineNBIX |
| 1.37% | 1.64% | $1,446.7万 | 8.6万股 | $1,328.5万 | 10.1万股 | -1.5万股-14.87% | 减仓 |
 PENNANTPNTG |
| 1.3% | 1.04% | $1,372.6万 | 37.1万股 | $839.4万 | 27.5万股 | +9.6万股+34.88% | 加仓 |
 直觉外科ISRG |
| 1.3% | 2.1% | $1,372.0万 | 3.5万股 | $1,698.6万 | 3.7万股 | -2,346股-6.37% | 减仓 |
 Elevance健康ELV |
| 1.27% | 1.17% | $1,349.7万 | 3.5万股 | $945.6万 | 3.2万股 | +2,600股+8.05% | 加仓 |
 LIVANOVALIVN |
| 1.27% | 1.22% | $1,348.6万 | 16.4万股 | $985.2万 | 15.5万股 | +9,000股+5.81% | 加仓 |
 CencoraCOR |
| 1.25% | 2.03% | $1,323.7万 | 4.7万股 | $1,645.3万 | 5.2万股 | -5,597股-10.69% | 减仓 |
| CCHARLES RIV LABS INTLCRL |
| 1.22% | 0.55% | $1,297.2万 | 5.7万股 | $448.5万 | 2.6万股 | +3.1万股+120.00% | 加仓 |
 IDEAYA BIOSCIENCESIDYA |
| 1.21% | 1.05% | $1,281.3万 | 34.4万股 | $851.3万 | 25.6万股 | +8.8万股+34.56% | 加仓 |
 MCKESSON COMMCK |
| 1.18% | 1.8% | $1,250.5万 | 1.7万股 | $1,458.1万 | 1.7万股 | -300股-1.78% | 减仓 |
 SYNDAX PHARMACEUTICALSSNDX |
| 1.16% | 1.09% | $1,224.7万 | 56.0万股 | $885.9万 | 37.9万股 | +18.1万股+47.73% | 加仓 |
| BBRIGHTSPRING HEALTH SVCSBTSG |
| 1.09% | 0.26% | $1,157.0万 | 16.6万股 | $213.1万 | 5.0万股 | +11.6万股+231.79% | 加仓 |
 美敦力MDT |
| 1.07% | 0.96% | $1,134.3万 | 14.5万股 | $779.9万 | 9.0万股 | +5.5万股+61.11% | 加仓 |
 MINERALYS THERAPEUTICSMLYS |
| 1.06% | 0.88% | $1,123.4万 | 41.6万股 | $712.7万 | 26.3万股 | +15.3万股+58.27% | 加仓 |
 OSCAR HEALTHOSCR |
| 1.06% | 0.93% | $1,118.0万 | 39.2万股 | $757.0万 | 66.0万股 | -26.8万股-40.61% | 减仓 |
 ROYALTY PHARMARPRX |
| 1.04% | 1.38% | $1,104.6万 | 19.7万股 | $1,117.7万 | 23.3万股 | -3.6万股-15.45% | 减仓 |
 德康医疗DXCM |
| 1.02% | — | $1,077.6万 | 16.0万股 | $0 | 0股 | +16.0万股 | 新买入 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 1% | 0.16% | $1,062.6万 | 6.3万股 | $128.6万 | 7,500股 | +5.6万股+740.00% | 加仓 |
| SSPYRE THERAPEUTICSSYRE |
| 1% | — | $1,059.1万 | 11.9万股 | $0 | 0股 | +11.9万股 | 新买入 |
 RELAY THERAPEUTICSRLAY |
| 1% | 0.44% | $1,059.0万 | 56.6万股 | $358.2万 | 36.0万股 | +20.6万股+57.22% | 加仓 |
 ARROWHEAD PHARMACEUTICALS INARWR |
| 0.98% | 1.12% | $1,043.3万 | 12.8万股 | $906.0万 | 14.5万股 | -1.7万股-11.42% | 减仓 |
 AGILENT TECHNOLOGIES COMA |
| 0.94% | 0.35% | $996.2万 | 7.5万股 | $285.0万 | 2.5万股 | +5.0万股+200.00% | 加仓 |
