| AAlphabet Inc Class CGOOG |
| 17.22% | 15.87% | $3,230.1万 | 9.1万股 | $2,622.8万 | 9.1万股 | 00.00% | 持仓不变 |
 APOLLO GLOBAL MGMT COMAPO |
| 14.19% | 15.17% | $2,662.0万 | 22.5万股 | $2,507.0万 | 22.5万股 | 00.00% | 持仓不变 |
 SYNDAX PHARMACEUTICALSSNDX |
| 5.1% | 5.96% | $955.8万 | 43.7万股 | $985.8万 | 42.2万股 | +1.5万股+3.61% | 加仓 |
 XERIS BIOPHARMA HLDGS INXERS |
| 4.48% | 3.72% | $839.5万 | 106.0万股 | $614.8万 | 106.0万股 | 00.00% | 持仓不变 |
| TTRAVERE THERAPEUTICSTVTX |
| 4.46% | 2.53% | $836.7万 | 14.7万股 | $417.8万 | 14.1万股 | +6,649股+4.73% | 加仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 4.12% | 4.02% | $772.3万 | 6.3万股 | $664.0万 | 6.3万股 | 00.00% | 持仓不变 |
 BridgeBioBBIO |
| 3.69% | 4.04% | $691.5万 | 9.3万股 | $668.3万 | 9.0万股 | +2,850股+3.17% | 加仓 |
| IIOVANCE BIOTHERAPEUTICSIOVA |
| 3.55% | 3.4% | $665.6万 | 160.0万股 | $561.6万 | 160.0万股 | 00.00% | 持仓不变 |
 ALKERMESALKS |
| 3.4% | 2.57% | $638.0万 | 12.2万股 | $424.3万 | 12.0万股 | +1,759股+1.47% | 加仓 |
 摩根大通JPM |
| 3.16% | 3.47% | $592.4万 | 1.8万股 | $572.9万 | 1.9万股 | -1,379股-7.08% | 减仓 |
| J骏利亨德森JAAA |
| 2.52% | 2.85% | $472.2万 | 9.4万股 | $471.1万 | 9.4万股 | 00.00% | 持仓不变 |
 LPL金融LPLA |
| 2.48% | 3% | $464.8万 | 1.7万股 | $496.4万 | 1.7万股 | 00.00% | 持仓不变 |
 COGENT BIOSCIENCESCOGT |
| 2.29% | 2.42% | $429.9万 | 11.1万股 | $400.3万 | 10.4万股 | +7,081股+6.81% | 加仓 |
 TG THERAPEUTICSTGTX |
| 1.96% | 1.81% | $367.2万 | 6.7万股 | $299.0万 | 9.0万股 | -2.3万股-25.74% | 减仓 |
 AGIOS PHARMACEUTICALSAGIO |
| 1.88% | 1.9% | $352.8万 | 9.5万股 | $314.8万 | 9.3万股 | +2,000股+2.15% | 加仓 |
| VVIRIDIAN THERAPEUTICSVRDN |
| 1.77% | 2.14% | $332.5万 | 18.1万股 | $354.0万 | 18.1万股 | 00.00% | 持仓不变 |
| RRELMADA THERAPEUTICSRLMD |
| 1.66% | 1.85% | $312.1万 | 45.1万股 | $305.8万 | 43.9万股 | +1.2万股+2.66% | 加仓 |
 ARCUS BIOSCIENCESRCUS |
| 1.34% | 1.06% | $250.5万 | 8.1万股 | $175.5万 | 8.1万股 | 00.00% | 持仓不变 |
| CCYBINHELP |
| 1.3% | 1.02% | $244.6万 | 37.0万股 | $168.0万 | 35.0万股 | +2.0万股+5.71% | 加仓 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 1.27% | 1.16% | $237.4万 | 1.5万股 | $191.6万 | 1.5万股 | 00.00% | 持仓不变 |
| CCATALYST BANCORP INCCLST |
| 1.03% | — | $193.8万 | 11.4万股 | $0 | 0股 | +11.4万股 | 新买入 |
 REZOLUTERZLT |
| 1.03% | 0.68% | $192.4万 | 37.0万股 | $112.9万 | 37.0万股 | 00.00% | 持仓不变 |
 ALLIANCEBERNSTEIN HLDG L P UNIT LTD PARTNAB |
| 0.9% | 1.09% | $169.1万 | 4.8万股 | $179.7万 | 4.8万股 | 00.00% | 持仓不变 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 0.86% | 0.63% | $161.1万 | 3,000股 | $104.7万 | 2,000股 | +1,000股+50.00% | 加仓 |
| AATRICUREATRC |
| 0.77% | 0.89% | $143.8万 | 5.1万股 | $146.6万 | 5.1万股 | 00.00% | 持仓不变 |
| DDOCGO INC COMDCGO |
| 0.74% | 1.02% | $137.8万 | 267.1万股 | $168.0万 | 267.1万股 | 00.00% | 持仓不变 |
| AARDELYXARDX |
| 0.72% | 0.75% | $134.2万 | 26.3万股 | $124.0万 | 20.7万股 | +5.6万股+27.13% | 加仓 |
| UULTRAGENYX PHARMACEUTICAL INRARE |
| 0.68% | 0.42% | $127.1万 | 3.8万股 | $69.3万 | 3.3万股 | +5,000股+15.12% | 加仓 |
| EEldridge BBB-B CLO ETFCLOZ |
| 0.67% | 0.74% | $126.3万 | 4.8万股 | $122.6万 | 4.8万股 | 00.00% | 持仓不变 |
| CCULLINAN THERAPEUTICSCGEM |
| 0.67% | 0.21% | $126.0万 | 6.9万股 | $34.4万 | 2.4万股 | +4.5万股+185.88% | 加仓 |
 强生JNJ |
| 0.67% | 0.73% | $125.0万 | 4,922股 | $120.3万 | 4,922股 | 00.00% | 持仓不变 |
| VVERA THERAPEUTICSVERA |
| 0.59% | 0.63% | $111.6万 | 2.6万股 | $104.6万 | 2.6万股 | 00.00% | 持仓不变 |
| OORCHESTRA BIOMED HLDGS INC COMOBIO |
| 0.58% | 0.65% | $109.5万 | 25.4万股 | $107.8万 | 25.4万股 | 00.00% | 持仓不变 |
| SSPRUCE BIOSCIENCESSPRB |
| 0.58% | — | $108.0万 | 2.0万股 | $0 | 0股 | +2.0万股 | 新买入 |
| CCONNECT BIOPHARMACNTB |
| 0.56% | 0.61% | $105.9万 | 44.5万股 | $101.6万 | 38.8万股 | +5.7万股+14.70% | 加仓 |
| IiShares安硕·BIOTECHNOLOGYIBB |
| 0.56% | 0.56% | $104.6万 | 5,500股 | $92.9万 | 5,500股 | 00.00% | 持仓不变 |
 渤健BIIB |
| 0.46% | 0.44% | $86.4万 | 4,000股 | $73.3万 | 4,000股 | 00.00% | 持仓不变 |
 辉瑞PFE |
| 0.42% | 0.55% | $77.9万 | 3.2万股 | $90.8万 | 3.2万股 | 00.00% | 持仓不变 |
 苹果AAPL |
| 0.38% | 0.38% | $72.2万 | 2,494股 | $63.3万 | 2,494股 | 00.00% | 持仓不变 |
| CCANADIAN NAT RESCNQ |
| 0.35% | 0.5% | $66.4万 | 1.7万股 | $81.9万 | 1.7万股 | 00.00% | 持仓不变 |
| PPELTHOS THERAPEUTICS INCPTHS |
| 0.33% | 0.27% | $62.4万 | 2.2万股 | $44.3万 | 2.1万股 | +1,000股+4.75% | 加仓 |
| IIBMIBM |
| 0.32% | 0.31% | $60.2万 | 2,142股 | $51.9万 | 2,142股 | 00.00% | 持仓不变 |
 微软MSFT |
| 0.32% | 0.36% | $59.7万 | 1,600股 | $59.2万 | 1,600股 | 00.00% | 持仓不变 |
| VVERASTEM INC COM NEWVSTM |
| 0.32% | 0.33% | $59.2万 | 15.5万股 | $55.1万 | 10.4万股 | +5.1万股+49.04% | 加仓 |
| KKURA ONCOLOGYKURA |
| 0.31% | 0.26% | $57.9万 | 5.3万股 | $42.9万 | 5.3万股 | 00.00% | 持仓不变 |
 SOLID BIOSCIENCESSLDB |
| 0.3% | 0.21% | $56.2万 | 5.6万股 | $33.9万 | 4.7万股 | +9,065股+19.23% | 加仓 |
 杜邦DD |
| 0.27% | 0.1% | $51.1万 | 3,767股 | $17.3万 | 3,767股 | 00.00% | 持仓不变 |
 InsmedINSM |
| 0.24% | — | $45.3万 | 4,253股 | $0 | 0股 | +4,253股 | 新买入 |
| LLB PHARMACEUTICALSLBRX |
| 0.22% | — | $42.1万 | 1.3万股 | $0 | 0股 | +1.3万股 | 新买入 |
| CCAREDXCDNA |
| 0.21% | — | $38.8万 | 1.4万股 | $0 | 0股 | +1.4万股 | 新买入 |
