小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
Sectoral Asset Management Inc 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Sectoral Asset Management Inc
报告期 2026-03-31 · CIK 0001274413
持仓数
77
前50大市值合计
$110.2M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 109 项
建仓 22
增持 34
减持 42
清仓 11
方向
标的
Δ市值
现股数(环比)
清仓
—
SYNEOS HEALTH INC
-$8.6M
0
-100%
建仓
OPCH
OPTION CARE HEALTH
+$8.2M
273,500
建仓
—
PROTHENA CORP PLC
+$6.9M
115,200
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
建仓
ALHC
ALIGNMENT HEALTHCA
+$6.5M
549,000
清仓
—
CINCOR PHARMA INC
-$6.4M
0
-100%
增持
—
PROMETHEUS BIOSCIENC
+$6.3M
112,210
+9%
建仓
RDNT
RADNET INC
+$5.6M
296,933
建仓
REPL
REPLIMUNE GROUP INC
+$5.3M
196,500
减持
—
HORIZON THERAPEUTICS
-$5.1M
6,800
-93%
清仓
—
SIGNIFY HEALTH INC
-$4.4M
0
-100%
减持
IRTC
IRHYTHM TECHNOLOGIES
-$3.9M
96,136
-7%
减持
HUM
HUMANA INC
-$3.6M
3,575
-68%
清仓
CNC
CENTENE CORP DEL
-$3.5M
0
-100%
减持
UNH
UNITEDHEALTH GRP INC
-$3.3M
25,275
-24%
减持
PTCT
PTC THERAPEUTICS I
-$3.3M
227,491
-5%
增持
EVH
EVOLENT HEALTH INC
+$3.1M
585,642
+57%
减持
ARVN
ARVINAS INC
-$2.9M
239,247
-4%
建仓
PCVX
VAXCYTE INC
+$2.9M
60,000
减持
INSP
INSPIRE MED SYS INC
-$2.8M
18,200
-56%
增持
—
OUTSET MED INC
+$2.8M
140,000
+180%
增持
ZNTL
ZENTALIS PHARMACEU
+$2.7M
201,000
+235%
减持
—
AXONICS INC
-$2.6M
87,646
-23%
建仓
—
GALERA THERAPEUTIC
+$2.5M
1,666,666
建仓
EW
EDWARDS LIFESCIENCE
+$2.4M
31,900
清仓
CERT
CERTARA INC
-$2.3M
0
-100%
减持
STAA
STAAR SURGICAL CO
-$2.3M
44,000
-30%
增持
ALT
ALTIMMUNE INC
+$2.2M
342,500
+27%
清仓
CI
CIGNA CORP
-$2.2M
0
-100%
增持
—
BLUEPRINT MEDICINES
-$2.2M
115,900
+5%
增持
—
R1 RCM INC
+$2.2M
1,352,544
+98%
清仓
MOH
MOLINA HEALTHCARE
-$2.1M
0
-100%
增持
PRVA
PRIVIA HEALTH GROUP
-$2.0M
321,312
+18%
清仓
ELV
ELEVANCE HEALTH INC
-$1.9M
0
-100%
增持
—
SEAGEN INC
+$1.8M
40,190
+63%
减持
—
INARI MED INC
-$1.8M
180,743
-1%
减持
ABT
ABBOTT LABS
-$1.5M
31,748
-39%
建仓
ZYME
ZYMEWORKS INC
+$1.5M
192,124
增持
TMO
THERMO FISHER SCI
+$1.4M
7,965
+36%
建仓
—
EXSCIENTIA PLC
+$1.4M
265,098
增持
LNTH
LANTHEUS HLDGS INC
-$1.4M
132,687
+15%
建仓
SRRK
SCHOLAR ROCK HLDG
+$1.4M
151,207
建仓
AVIR
ATEA PHARMACEUTICALS
+$1.4M
281,403
建仓
—
POINT BIOPHARMA GBL
+$1.4M
185,278
建仓
MGNX
MACROGENICS INC
+$1.3M
200,220
建仓
—
BIOXCEL THERAPEUTI
+$1.3M
61,156
建仓
XBI
SPDR SER TR
+$1.3M
15,482
减持
TMCI
TREACE MED CONCEPT
-$1.2M
179,924
-26%
减持
ARQT
ARCUTIS BIOTHERAPE
-$1.2M
203,852
-8%
建仓
FDMT
4D MOLECULAR THERA
+$1.2M
53,836
减持
SPRY
ARS PHARMACEUTICALS
+$1.2M
782,410
-25%
建仓
—
BIOATLA INC
+$1.1M
138,294
减持
MRK
MERCK & CO INC
+$1.1M
55,000
-5%
增持
—
MIRATI THERAPEUTICS
-$1.1M
66,846
+12%
建仓
—
ITEOS THERAPEUTICS
+$1.1M
57,762
增持
OLMA
OLEMA PHARMACEUTICAL
+$1.1M
1,441,805
+63%
增持
—
ICON PLC
+$1.1M
56,650
+5%
减持
ABBV
ABBVIE INC
-$1.1M
37,300
-30%
建仓
—
GENERATION BIO CO
+$1.1M
273,787
减持
BMY
BRISTOL MYERS SQUIBB
-$1.1M
50,000
-24%
增持
AMGN
AMGEN INC
+$1.1M
17,920
+10%
减持
MRNA
MODERNA INC
+$1.0M
17,718
-3%
增持
RCUS
ARCUS BIOSCIENCES
-$1.0M
238,482
+5%
增持
—
BELLUS HEALTH INC
-$988.6K
669,029
+9%
增持
ALNY
ALNYLAM PHARMACUETCL
+$880.8K
22,810
+1%
减持
—
ALKERMES PLC
+$870.5K
231,900
-0%
增持
DHR
DANAHER CORP
+$857.5K
11,625
+35%
增持
INSM
INSMED INC
-$762.5K
516,092
+0%
增持
—
RALLYBIO CORP
+$695.7K
619,891
+166%
增持
DNLI
DENALI THERAPEUTICS
-$686.5K
243,850
+0%
减持
—
SILK ROAD MEDICAL
-$659.5K
84,589
-26%
减持
BEAM
BEAM THERAPEUTICS
-$646.5K
63,500
-3%
增持
HQY
HEALTHEQUITY INC
-$630.7K
243,775
+5%
减持
ARWR
ARROWHEAD PHARMACEUT
+$604.4K
95,400
-3%
增持
—
APELLIS PHARMACEUTIC
-$591.5K
152,340
+23%
减持
RCKT
ROCKET PHARMACEUTICA
-$588.2K
190,790
-30%
减持
IQV
IQVIA HOLDINGS INC
-$583.2K
15,100
-26%
增持
ONC
BEIGENE LIMITED
+$536.2K
5,980
+3%
减持
BMRN
BIOMARIN PHARMAC INC
+$525.3K
138,780
-15%
减持
BSX
BOSTON SCIENTIFIC
+$355.7K
113,976
-10%
减持
REGN
REGENERON PHARMCTCLS
-$331.8K
2,710
-18%
清仓
—
JASPER THERAPEUTICS
-$316.0K
0
-100%
增持
—
ASTRAZENECA
+$286.7K
20,010
+3%
减持
VRTX
VERTEX PHARMACEUTICL
-$266.1K
7,019
-11%
增持
—
CTI BIOPHARMA CORP
+$255.6K
980,300
+1%
减持
—
AMICUS THERAPEUTICS
+$219.8K
507,682
-11%
增持
EXEL
EXELIXIS INC
+$200.7K
553,475
+0%
增持
—
SHOCKWAVE MEDICAL
-$191.6K
39,100
+32%
建仓
—
ROIVANT SCIENCES LTD
+$167.8K
21,000
减持
SYK
STRYKER CORP
+$167.8K
9,300
-11%
增持
BIIB
BIOGEN INC
+$159.4K
13,352
+1%
建仓
—
RAIN ONCOLOGY INC
+$150.4K
18,800
减持
—
AGILITI INC
+$145.0K
498,222
-11%
清仓
A
AGILENT TECHN INC
-$140.0K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
-$114.0K
62,100
-8%
减持
UTHR
UNITED THERAPEUTICS
+$103.7K
1,815
-5%
减持
ARGX
ARGENX SE
-$95.7K
930
-27%
减持
—
IMMUNOGEN INC
-$69.4K
803,944
-5%
减持
ZLAB
ZAI LAB LTD
-$66.9K
13,422
-4%
减持
INCY
INCYTE CORPORATION
+$64.5K
6,680
-6%
增持
—
KARUNA THERAPEUTICS
-$57.3K
21,810
+13%
减持
AMLX
AMYLYX PHARMACEUTIC
+$54.3K
157,950
-23%
增持
RDY
DR REDDYS LABS LTD
+$46.7K
10,004
+11%
清仓
NVAX
NOVAVAX INC
-$46.0K
0
-100%
减持
MEDP
MEDPACE HOLDINGS
+$39.0K
970
-8%
减持
—
ASCENDIS PHARMA A S
+$11.4K
1,690
-11%
减持
NBIX
NEUROCRINE BIOSCIENC
+$10.4K
2,800
-8%
减持
GILD
GILEAD SCIENCES INC
-$9.6K
26,050
-28%
增持
TVTX
TRAVERE THERAPEUTICS
-$5.5K
292,320
+17%
增持
—
ROYALTY PHARMA PLC
+$3.6K
12,440
+2%
