 AMGEN COMAMGN |
| 6.49% | 2.47% | $3.08亿 | 85.2万股 | $1.04亿 | 29.5万股 | +55.6万股+188.31% | 加仓 |
 福泰制药VRTX |
| 6.05% | 7.25% | $2.87亿 | 57.9万股 | $3.04亿 | 68.2万股 | -10.3万股-15.14% | 减仓 |
 ARGENX SPONSORED ADRARGX |
| 5.88% | 5.44% | $2.79亿 | 30.1万股 | $2.29亿 | 31.3万股 | -1.2万股-3.83% | 减仓 |
| GGILEAD SCIENCES COMGILD |
| 5.74% | 3.88% | $2.73亿 | 215.9万股 | $1.63亿 | 117.0万股 | +98.9万股+84.53% | 加仓 |
| RREVOLUTION MEDICINES COMRVMD |
| 4.13% | 3.57% | $1.96亿 | 104.8万股 | $1.50亿 | 154.4万股 | -49.6万股-32.14% | 减仓 |
| OORUKA THERAPEUTICS INC COMORKA |
| 3.32% | 0.59% | $1.58亿 | 165.7万股 | $2,486.9万 | 50.7万股 | +115.0万股+226.86% | 加仓 |
 InsmedINSM |
| 3.13% | 0.04% | $1.49亿 | 139.3万股 | $164.1万 | 1.0万股 | +138.3万股+13,786.96% | 加仓 |
 SCHOLAR ROCKSRRK |
| 2.83% | 4.19% | $1.35亿 | 245.0万股 | $1.76亿 | 358.5万股 | -113.5万股-31.66% | 减仓 |
| NNUVALENTNUVL |
| 2.74% | 2.57% | $1.30亿 | 105.3万股 | $1.08亿 | 105.3万股 | 00.00% | 持仓不变 |
| VVIRIDIAN THERAPEUTICSVRDN |
| 2.6% | 3.13% | $1.24亿 | 673.2万股 | $1.32亿 | 672.6万股 | +5,765股+0.09% | 加仓 |
 RELAY THERAPEUTICSRLAY |
| 2.44% | 1.85% | $1.16亿 | 618.6万股 | $7,756.3万 | 779.5万股 | -160.9万股-20.64% | 减仓 |
 VAXCYTEPCVX |
| 2.41% | 1.65% | $1.15亿 | 197.2万股 | $6,919.1万 | 119.1万股 | +78.1万股+65.61% | 加仓 |
 United TherapeuticsUTHR |
| 2.15% | 0.03% | $1.02亿 | 18.9万股 | $123.2万 | 2,077股 | +18.6万股+8,976.31% | 加仓 |
 直觉外科ISRG |
| 2.13% | 3.14% | $1.01亿 | 25.5万股 | $1.32亿 | 28.7万股 | -3.2万股-11.11% | 减仓 |
 再生元REGN |
| 2.06% | 5.12% | $9,807.7万 | 15.7万股 | $2.15亿 | 27.9万股 | -12.1万股-43.56% | 减仓 |
| CCRINETICS PHARMACEUTICALS INCRNX |
| 2.06% | 2.84% | $9,804.0万 | 262.0万股 | $1.19亿 | 328.0万股 | -66.0万股-20.12% | 减仓 |
 BridgeBioBBIO |
| 1.86% | 0.04% | $8,859.4万 | 119.0万股 | $188.4万 | 2.5万股 | +116.4万股+4,587.34% | 加仓 |
| IIMMUNOCOREIMCR |
| 1.86% | 2.01% | $8,852.7万 | 278.8万股 | $8,432.4万 | 279.7万股 | -8,558股-0.31% | 减仓 |
 雅培ABT |
| 1.81% | 2.81% | $8,594.1万 | 94.7万股 | $1.18亿 | 115.2万股 | -20.5万股-17.76% | 减仓 |
 史赛克SYK |
| 1.78% | 1.7% | $8,452.2万 | 26.8万股 | $7,138.2万 | 21.7万股 | +5.1万股+23.58% | 加仓 |
 美敦力MDT |
| 1.64% | 1.97% | $7,777.9万 | 99.4万股 | $8,295.3万 | 95.7万股 | +3.7万股+3.85% | 加仓 |
 Ionis制药IONS |
| 1.62% | 3.25% | $7,709.0万 | 97.2万股 | $1.37亿 | 181.9万股 | -84.6万股-46.54% | 减仓 |
| EENLIVEN THERAPEUTICSELVN |
| 1.59% | 2.17% | $7,561.8万 | 149.0万股 | $9,097.8万 | 232.1万股 | -83.1万股-35.80% | 减仓 |
| VVERA THERAPEUTICSVERA |
| 1.54% | 1.64% | $7,341.1万 | 171.1万股 | $6,882.4万 | 171.1万股 | +37股+0.00% | 加仓 |
 JADE BIOSCIENCESJBIO |
| 1.43% | 1.17% | $6,794.9万 | 305.8万股 | $4,919.6万 | 350.2万股 | -44.4万股-12.67% | 减仓 |
 爱德华生命科学EW |
| 1.41% | 1.6% | $6,687.1万 | 73.9万股 | $6,722.3万 | 83.9万股 | -10.0万股-11.94% | 减仓 |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 1.39% | 1.19% | $6,620.5万 | 198.3万股 | $4,986.1万 | 238.0万股 | -39.7万股-16.69% | 减仓 |
 联合健康UNH |
| 1.3% | 0.95% | $6,198.2万 | 14.9万股 | $4,010.2万 | 14.8万股 | +924股+0.62% | 加仓 |
 德康医疗DXCM |
| 1.17% | 1.18% | $5,539.5万 | 82.2万股 | $4,953.5万 | 78.9万股 | +3.4万股+4.28% | 加仓 |
| CCELLDEX THERAPEUTICS NEWCLDX |
| 0.94% | 0.91% | $4,465.2万 | 120.0万股 | $3,806.4万 | 120.0万股 | 00.00% | 持仓不变 |
| AAVALYN PHARMACEUTICALS INCAVLN |
| 0.94% | — | $4,444.2万 | 135.0万股 | $0 | 0股 | +135.0万股 | 新买入 |
| DDAMORA THERAPEUTICSDMRA |
| 0.89% | 1.42% | $4,210.6万 | 161.9万股 | $5,951.8万 | 229.8万股 | -67.9万股-29.55% | 减仓 |
 DISC MEDICINEIRON |
| 0.86% | 0.7% | $4,095.8万 | 56.0万股 | $2,936.9万 | 45.9万股 | +10.1万股+21.92% | 加仓 |
| T赛默飞世尔TMO |
| 0.84% | 0.75% | $4,001.7万 | 8.0万股 | $3,166.0万 | 6.4万股 | +1.5万股+23.91% | 加仓 |
 BOSTON SCIENTIFIC COMBSX |
| 0.8% | 2.19% | $3,788.5万 | 88.8万股 | $9,204.8万 | 146.7万股 | -57.9万股-39.49% | 减仓 |
 礼来LLY |
| 0.75% | 0.74% | $3,584.1万 | 3.0万股 | $3,121.0万 | 3.4万股 | -4,050股-11.94% | 减仓 |
 CG ONCOLOGYCGON |
| 0.74% | — | $3,507.0万 | 49.4万股 | $0 | 0股 | +49.4万股 | 新买入 |
 IDEXX LABS COMIDXX |
| 0.68% | 1.19% | $3,252.3万 | 6.2万股 | $5,008.2万 | 8.9万股 | -2.7万股-30.69% | 减仓 |
 瑞思迈RMD |
| 0.61% | 0.85% | $2,888.0万 | 14.8万股 | $3,577.0万 | 15.9万股 | -1.1万股-7.00% | 减仓 |
 KRYSTAL BIOTECHKRYS |
| 0.61% | 2.96% | $2,881.6万 | 7.8万股 | $1.24亿 | 48.2万股 | -40.4万股-83.91% | 减仓 |
| MMONTE ROSA THERAPEUTICSGLUE |
| 0.61% | 0.49% | $2,879.8万 | 119.0万股 | $2,056.3万 | 125.0万股 | -6.0万股-4.80% | 减仓 |
 DANAHER DEL COMDHR |
| 0.58% | 0.91% | $2,739.9万 | 14.4万股 | $3,833.0万 | 20.2万股 | -5.8万股-28.85% | 减仓 |
 强生JNJ |
| 0.55% | 0.69% | $2,623.0万 | 10.3万股 | $2,911.3万 | 11.9万股 | -1.6万股-13.28% | 减仓 |
| SSEAPORT THERAPEUTICS INCSPTX |
| 0.5% | — | $2,389.2万 | 110.0万股 | $0 | 0股 | +110.0万股 | 新买入 |
 PALVELLA THERAPEUTICS NEPVLA |
| 0.5% | — | $2,368.7万 | 15.5万股 | $0 | 0股 | +15.5万股 | 新买入 |
 ALIGN TECHNOLOGY INC COM USD0.0001ALGN |
| 0.5% | 0.57% | $2,355.8万 | 14.0万股 | $2,394.5万 | 14.0万股 | 00.00% | 持仓不变 |
 ANNEXONANNX |
| 0.49% | 0.68% | $2,341.1万 | 410.0万股 | $2,857.1万 | 515.7万股 | -105.7万股-20.50% | 减仓 |
 HUMANA COMHUM |
| 0.49% | 0.27% | $2,319.7万 | 5.8万股 | $1,118.3万 | 6.4万股 | -6,100股-9.46% | 减仓 |
 Elevance健康ELV |
| 0.46% | 0.37% | $2,183.1万 | 5.6万股 | $1,537.5万 | 5.3万股 | +3,931股+7.49% | 加仓 |
| TTANGO THERAPEUTICSTNGX |
| 0.46% | 1.19% | $2,170.0万 | 69.4万股 | $5,020.8万 | 240.0万股 | -170.6万股-71.08% | 减仓 |
