 帕兰提尔PLTR |
| 13.91% | 17.78% | $2.83亿 | 242.9万股 | $3.41亿 | 232.9万股 | +10.0万股+4.29% | 加仓 |
 礼来LLY |
| 9.07% | 7.15% | $1.85亿 | 15.4万股 | $1.37亿 | 14.9万股 | +5,000股+3.36% | 加仓 |
 英伟达NVDA |
| 4.48% | 4.15% | $9,124.1万 | 45.6万股 | $7,952.6万 | 45.6万股 | 00.00% | 持仓不变 |
| S道富·EET SPDR S&P BIOTECH ETFXBI |
| 4.2% | — | $8,545.5万 | 54.0万股 | $0 | 0股 | +54.0万股 | 新买入 |
 第一资本COF |
| 3.6% | 3.57% | $7,322.6万 | 36.5万股 | $6,841.1万 | 37.5万股 | -1.0万股-2.67% | 减仓 |
 艾伯维ABBV |
| 3.03% | — | $6,165.2万 | 24.5万股 | $0 | 0股 | +24.5万股 | 新买入 |
| CCARVANA CL ACVNA |
| 2.42% | 2.54% | $4,936.5万 | 75.0万股 | $4,872.9万 | 15.5万股 | +59.5万股+383.87% | 加仓 |
 MADRIGAL PHARMACEUTICALSMDGL |
| 2.37% | 2.46% | $4,832.6万 | 9.0万股 | $4,711.2万 | 9.0万股 | 00.00% | 持仓不变 |
| AANAPTYSBIOANAB |
| 2.19% | 1.81% | $4,455.0万 | 66.0万股 | $3,466.3万 | 62.5万股 | +3.5万股+5.60% | 加仓 |
 阿里拉姆制药ALNY |
| 2.11% | 2.57% | $4,289.7万 | 14.3万股 | $4,933.3万 | 14.9万股 | -6,600股-4.43% | 减仓 |
 UNIQUREQURE |
| 2.02% | 1.5% | $4,104.9万 | 89.1万股 | $2,867.1万 | 175.4万股 | -86.2万股-49.18% | 减仓 |
| KKASPI KZ JSCKSPI |
| 2% | 1.84% | $4,072.1万 | 47.0万股 | $3,518.3万 | 47.5万股 | -5,000股-1.05% | 减仓 |
| BBridgeBio Pharma,BBIO |
| 1.9% | 2.05% | $3,878.4万 | 2,175.0万股 | $3,924.2万 | 2,175.0万股 | 00.00% | 持仓不变 |
| BBECTON DICKINSON & COMBDX |
| 1.86% | 1.85% | $3,783.3万 | 25.0万股 | $3,537.7万 | 22.5万股 | +2.5万股+11.11% | 加仓 |
 MOLINA HEALTHCAREMOH |
| 1.85% | 1.11% | $3,773.6万 | 16.5万股 | $2,132.8万 | 16.0万股 | +5,000股+3.13% | 加仓 |
 PRAXIS PRECISION MEDICINES IPRAX |
| 1.82% | 1.9% | $3,696.1万 | 11.0万股 | $3,631.1万 | 11.3万股 | -2,300股-2.04% | 减仓 |
| HHILTON GRAND VACATIONSHGV |
| 1.77% | 1.58% | $3,613.5万 | 69.0万股 | $3,031.8万 | 77.5万股 | -8.5万股-10.97% | 减仓 |
| PPROTAGONIST THERAPEUTICSPTGX |
| 1.75% | 2.04% | $3,554.8万 | 29.0万股 | $3,900.9万 | 37.0万股 | -8.0万股-21.64% | 减仓 |
| AARK·ETF TRARKG |
| 1.55% | 0.48% | $3,154.5万 | 75.0万股 | $924.7万 | 35.0万股 | +40.0万股+114.29% | 加仓 |
 MEIRAGTXMGTX |
| 1.53% | 1.11% | $3,107.3万 | 230.0万股 | $2,121.7万 | 245.0万股 | -15.0万股-6.12% | 减仓 |
 WAVE LIFE SCIENCESWVE |
| 1.41% | 1.85% | $2,876.0万 | 495.0万股 | $3,552.5万 | 490.0万股 | +5.0万股+1.02% | 加仓 |
| IIONQIONQ |
| 1.27% | 0.8% | $2,592.2万 | 48.7万股 | $1,532.9万 | 53.2万股 | -4.5万股-8.46% | 减仓 |
| AAMYLYX PHARMACEUTICALSAMLX |
| 1.21% | 1.18% | $2,471.5万 | 137.6万股 | $2,261.0万 | 162.7万股 | -25.0万股-15.40% | 减仓 |
| AAmentum Ordinary SharesAMTM |
| 1.12% | 1.05% | $2,273.7万 | 110.0万股 | $2,021.2万 | 77.5万股 | +32.5万股+41.94% | 加仓 |
 TG THERAPEUTICSTGTX |
| 1.05% | 1.02% | $2,137.6万 | 38.9万股 | $1,960.0万 | 59.0万股 | -20.1万股-34.05% | 减仓 |
| PPHATHOM PHARMACEUTICALSPHAT |
| 0.99% | 1.07% | $2,007.3万 | 185.0万股 | $2,055.4万 | 185.0万股 | 00.00% | 持仓不变 |
 LENNARLEN |
| 0.89% | 0.7% | $1,809.8万 | 20.0万股 | $1,346.0万 | 15.5万股 | +4.5万股+29.03% | 加仓 |
| UUnityU |
| 0.86% | — | $1,757.7万 | 61.5万股 | $0 | 0股 | +61.5万股 | 新买入 |
 WESTERN ALLIANCE BANCORPWAL |
| 0.81% | 0.83% | $1,644.0万 | 20.0万股 | $1,594.1万 | 22.5万股 | -2.5万股-11.11% | 减仓 |
| IIAMGOLDIAG |
| 0.79% | 1.03% | $1,599.8万 | 101.0万股 | $1,976.1万 | 105.0万股 | -4.0万股-3.81% | 减仓 |
 Elevance健康ELV |
| 0.76% | 0.61% | $1,546.9万 | 4.0万股 | $1,171.0万 | 4.0万股 | 00.00% | 持仓不变 |
| FFIRST TRACKS BIOTHERAPEUTICSTRAX |
| 0.74% | — | $1,509.0万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
| KKNOT OFFSHORE PARTNERS LP COM UNITSKNOP |
| 0.74% | 0.78% | $1,502.0万 | 150.5万股 | $1,491.8万 | 148.0万股 | +2.5万股+1.69% | 加仓 |
 SAREPTA THERAPEUTICSSRPT |
| 0.69% | 0.85% | $1,406.2万 | 78.3万股 | $1,632.0万 | 75.0万股 | +3.3万股+4.33% | 加仓 |
 联合健康UNH |
| 0.65% | 0.45% | $1,330.0万 | 3.2万股 | $865.9万 | 3.2万股 | 00.00% | 持仓不变 |
| SSEA SPONSORD ADSSE |
| 0.64% | — | $1,293.7万 | 13.5万股 | $0 | 0股 | +13.5万股 | 新买入 |
 谷歌AGOOGL |
| 0.61% | 0.54% | $1,250.8万 | 3.5万股 | $1,035.2万 | 3.6万股 | -1,000股-2.78% | 减仓 |
| ZZEVRA THERAPEUTICSZVRA |
| 0.6% | 0.47% | $1,226.1万 | 85.5万股 | $908.7万 | 97.5万股 | -12.0万股-12.31% | 减仓 |
 Genuine Parts Co ComGPC |
| 0.59% | 0.58% | $1,191.6万 | 10.1万股 | $1,110.4万 | 10.5万股 | -4,000股-3.81% | 减仓 |
| AARIS MNGARIS |
| 0.56% | 0.78% | $1,147.4万 | 77.0万股 | $1,485.5万 | 80.0万股 | -3.0万股-3.75% | 减仓 |
| IInflarx Nv |
| 0.56% | 0.15% | $1,134.6万 | 506.5万股 | $296.5万 | 331.5万股 | +175.0万股+52.79% | 加仓 |
 COUPANG INC CLASS ACPNG |
| 0.55% | 0.6% | $1,129.1万 | 65.0万股 | $1,151.7万 | 61.0万股 | +4.0万股+6.56% | 加仓 |
 HARMONY BIOSCIENCES INHRMY |
| 0.55% | 0.02% | $1,124.0万 | 30.9万股 | $41.2万 | 1.5万股 | +29.4万股+2,000.00% | 加仓 |
 莫德纳MRNA |
| 0.54% | 0.41% | $1,092.5万 | 15.6万股 | $792.5万 | 15.6万股 | 00.00% | 持仓不变 |
 GXO LOGISTICS INCORPORATEDGXO |
| 0.54% | 1.35% | $1,090.1万 | 21.5万股 | $2,592.5万 | 50.0万股 | -28.5万股-57.00% | 减仓 |
 NubankNU |
| 0.49% | — | $1,002.0万 | 75.0万股 | $0 | 0股 | +75.0万股 | 新买入 |
 HOWARD HUGHESHHH |
| 0.49% | 0.12% | $1,000.9万 | 14.0万股 | $224.6万 | 3.6万股 | +10.5万股+294.37% | 加仓 |
| AASTRANA HEALTHASTH |
| 0.48% | 0.9% | $974.6万 | 21.0万股 | $1,716.4万 | 70.0万股 | -49.0万股-70.00% | 减仓 |
 ENOVA INTLENVA |
| 0.47% | 0.28% | $962.9万 | 4.0万股 | $543.3万 | 4.0万股 | 00.00% | 持仓不变 |
| SSEADRILLSDRL |
| 0.45% | 0.59% | $907.7万 | 24.0万股 | $1,137.5万 | 25.0万股 | -1.0万股-4.00% | 减仓 |
