| GGILEAD SCIENCES COMGILD |
| 2.19% | 2.82% | $258.1万 | 2.0万股 | $282.4万 | 2.0万股 | +166股+0.82% | 加仓 |
 福泰制药VRTX |
| 2.11% | 2.2% | $248.5万 | 5,002股 | $220.2万 | 4,931股 | +71股+1.44% | 加仓 |
 Invitation HomesINVH |
| 1.87% | 1.81% | $220.5万 | 7.3万股 | $181.4万 | 7.3万股 | 00.00% | 持仓不变 |
 阿斯利康AZN |
| 1.83% | 2.21% | $216.1万 | 1.1万股 | $221.5万 | 1.1万股 | +162股+1.44% | 加仓 |
 ROIVANT SCIENCESROIV |
| 1.45% | 1.32% | $171.1万 | 4.8万股 | $132.0万 | 4.8万股 | +688股+1.44% | 加仓 |
 ARGENX SPONSORED ADRARGX |
| 1.42% | 1.31% | $167.6万 | 1,806股 | $131.0万 | 1,794股 | +12股+0.67% | 加仓 |
 NeurocrineNBIX |
| 1.39% | 1.26% | $163.9万 | 9,727股 | $126.6万 | 9,607股 | +120股+1.25% | 加仓 |
 因赛特INCY |
| 1.39% | 1.34% | $163.8万 | 1.4万股 | $134.1万 | 1.4万股 | +206股+1.45% | 加仓 |
 AXSOME THERAPEUTICSAXSM |
| 1.35% | 1.09% | $159.9万 | 6,531股 | $108.8万 | 6,438股 | +93股+1.44% | 加仓 |
 APOGEE THERAPEUTICSAPGE |
| 1.3% | 0.96% | $153.1万 | 1.2万股 | $95.7万 | 1.1万股 | +164股+1.44% | 加仓 |
 EURONET WORLDWIDEEEFT |
| 1.24% | 1.85% | $146.4万 | 2.0万股 | $184.9万 | 2.8万股 | -7,855股-28.20% | 减仓 |
| AAEVA TECHNOLOGIESAEVA |
| 1.22% | 0.66% | $143.6万 | 5.0万股 | $65.8万 | 5.0万股 | 00.00% | 持仓不变 |
| IiShares安硕信托IWD |
| 1.19% | 2.52% | $139.9万 | 5,771股 | $252.7万 | 1.2万股 | -6,054股-51.20% | 减仓 |
| I景顺·S&P MIDCAP QUALITY ETFXMHQ |
| 1.17% | 2.56% | $138.0万 | 1.2万股 | $256.5万 | 2.4万股 | -1.2万股-49.24% | 减仓 |
| V先锋领航指数基金VOO |
| 1.16% | — | $137.0万 | 1,860股 | $0 | 0股 | +1,860股 | 新买入 |
| I景顺·NASDAQ 100 ETFQQQM |
| 1.16% | — | $136.9万 | 4,518股 | $0 | 0股 | +4,518股 | 新买入 |
 SAUL CTRSBFS |
| 1.11% | 1.14% | $130.9万 | 3.5万股 | $114.0万 | 3.5万股 | 00.00% | 持仓不变 |
 InsmedINSM |
| 1.06% | 1.45% | $124.7万 | 1.2万股 | $145.1万 | 8,874股 | +2,825股+31.83% | 加仓 |
 Ionis制药IONS |
| 1.04% | 1.47% | $122.3万 | 1.5万股 | $147.1万 | 2.0万股 | -4,157股-21.22% | 减仓 |
| AASCENDIS PHARMA A/S SPONSORED ADRASND |
| 1.04% | 1.03% | $122.3万 | 4,585股 | $103.5万 | 4,526股 | +59股+1.30% | 加仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 0.95% | 0.95% | $112.4万 | 9,171股 | $95.3万 | 9,040股 | +131股+1.45% | 加仓 |
 LENNARLEN |
| 0.95% | 0.82% | $111.9万 | 1.3万股 | $82.3万 | 1.0万股 | +2,500股+25.00% | 加仓 |
| UUNUSUAL MACHSUMAC |
| 0.94% | 0.43% | $111.5万 | 5.0万股 | $43.4万 | 3.5万股 | +1.5万股+42.86% | 加仓 |
 HOWARD HUGHESHHH |
| 0.91% | — | $107.2万 | 1.5万股 | $0 | 0股 | +1.5万股 | 新买入 |
| IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY |
| 0.9% | 0.78% | $106.4万 | 1.3万股 | $78.1万 | 9,461股 | +3,493股+36.92% | 加仓 |
 PERSONALISPSNL |
| 0.9% | 0.41% | $105.8万 | 7.9万股 | $40.8万 | 6.4万股 | +1.5万股+23.26% | 加仓 |
 RHYTHM PHARMACEUTICALSRYTM |
| 0.89% | 0.81% | $104.9万 | 9,449股 | $80.9万 | 9,297股 | +152股+1.63% | 加仓 |
| SSTEREOTAXISSTXS |
| 0.87% | 1.1% | $103.2万 | 60.0万股 | $110.4万 | 60.0万股 | 00.00% | 持仓不变 |
 罗克韦尔自动化ROK |
| 0.84% | 0.72% | $99.0万 | 2,000股 | $71.8万 | 2,000股 | 00.00% | 持仓不变 |
 XOMETRYXMTR |
| 0.82% | 0.51% | $96.5万 | 1.0万股 | $51.1万 | 1.3万股 | -2,500股-20.00% | 减仓 |
 艾伯维ABBV |
| 0.77% | 0.77% | $90.9万 | 3,613股 | $77.1万 | 3,544股 | +69股+1.95% | 加仓 |
 爵士制药JAZZ |
| 0.74% | 0.67% | $87.1万 | 3,613股 | $67.3万 | 3,561股 | +52股+1.46% | 加仓 |
| TTEMPUS AITEM |
| 0.74% | 0.45% | $86.9万 | 1.5万股 | $45.2万 | 1.0万股 | +5,000股+50.00% | 加仓 |
| PPENNANTPARK INVT CORP COMPNNT |
| 0.74% | 0.7% | $86.8万 | 25.0万股 | $70.0万 | 15.6万股 | +9.4万股+60.31% | 加仓 |
 AMGEN COMAMGN |
| 0.72% | 0.82% | $85.5万 | 2,362股 | $81.9万 | 2,329股 | +33股+1.42% | 加仓 |
 渤健BIIB |
| 0.71% | 0.7% | $84.1万 | 3,891股 | $70.3万 | 3,835股 | +56股+1.46% | 加仓 |
| AAH RLTY TR INC COMAHRT |
| 0.69% | 0.63% | $81.4万 | 11.5万股 | $63.3万 | 11.5万股 | 00.00% | 持仓不变 |
 SMARTSTOP SELF STORAG REIT INC COMMON STOCKSMA |
| 0.69% | 0.91% | $81.3万 | 2.5万股 | $90.8万 | 3.0万股 | -5,000股-16.67% | 减仓 |
 REDWIRERDW |
| 0.67% | 0.32% | $79.5万 | 6.5万股 | $31.9万 | 3.8万股 | +2.8万股+73.33% | 加仓 |
 GLOBUS MEDGMED |
| 0.67% | 0.65% | $79.0万 | 1.0万股 | $64.6万 | 7,500股 | +2,500股+33.33% | 加仓 |
 CTO RLTY GROWTH INC NEW COMCTO |
| 0.64% | 0.93% | $75.3万 | 3.5万股 | $93.2万 | 5.0万股 | -1.5万股-30.56% | 减仓 |
| CCATALYST PHARMACEUTICALS |
| 0.63% | 0.58% | $74.2万 | 2.4万股 | $57.7万 | 2.3万股 | +336股+1.44% | 加仓 |
 ONDASONDS |
| 0.63% | 0.5% | $74.2万 | 9.0万股 | $49.7万 | 5.5万股 | +3.5万股+63.64% | 加仓 |
 AMERICAN ASSETS TRAAT |
| 0.63% | 0.64% | $74.1万 | 3.0万股 | $64.4万 | 3.5万股 | -5,000股-14.29% | 减仓 |
 HalozymeHALO |
| 0.63% | 0.31% | $73.8万 | 9,426股 | $31.0万 | 4,794股 | +4,632股+96.62% | 加仓 |
 MEIRAGTXMGTX |
| 0.62% | 0.46% | $73.6万 | 5.4万股 | $46.5万 | 5.4万股 | +775股+1.44% | 加仓 |
| AAMREPAXR |
| 0.62% | 1.25% | $73.3万 | 2.9万股 | $125.2万 | 4.4万股 | -1.5万股-34.69% | 减仓 |
 KRYSTAL BIOTECHKRYS |
| 0.61% | 0.49% | $72.3万 | 1,945股 | $49.5万 | 1,918股 | +27股+1.41% | 加仓 |
| MMAGNUM ICE CREAM ORD SHSMICC |
| 0.59% | — | $69.6万 | 4.0万股 | $0 | 0股 | +4.0万股 | 新买入 |
| MMANHATTAN ASSOCIATESMANH |
| 0.59% | 0.47% | $69.6万 | 5,000股 | $46.6万 | 3,500股 | +1,500股+42.86% | 加仓 |
