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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 96 项
建仓 13
增持 31
减持 37
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
LLY
ELI LILLY & CO
-$1.9M
9,416
-25%
清仓
SRPT
SAREPTA THERAPEUTICS
-$1.3M
0
-100%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.3M
19,500
-56%
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。
减持
NBIX
NEUROCRINE BIOSCIENCES INC
-$1.3M
2,905
-75%
建仓
THC
TENET HEALTHCARE CORP
+$1.2M
9,000
减持
MLYS
MINERALYS THERAPEUTICS INC
+$1.2M
370,513
-3%
减持
GILD
GILEAD SCIENCES INC
-$1.2M
32,020
-38%
清仓
HCAT
HEALTH CATALYST INC
-$1.1M
0
-100%
建仓
DXCM
DEXCOM INC
+$1.0M
15,000
清仓
PRVA
PRIVIA HEALTH GROUP
-$1.0M
0
-100%
增持
ISRG
INTUITIVE SURGICAL INC
+$1.0M
5,250
+72%
建仓
RDNT
RADNET INC
+$994.4K
20,000
清仓
CVS
CVS HEALTH CORP
-$987.6K
0
-100%
增持
—
SPRINGWORKS THERAPEUTICS INC
+$918.9K
25,325
+360%
建仓
PHR
PHREESIA INC
+$869.0K
34,000
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$855.2K
3,250
-32%
建仓
CVRX
CVRX INC
+$837.8K
68,500
减持
RCUS
ARCUS BIOSCIENCES INC
-$824.7K
26,870
-61%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$812.9K
4,725
+29%
增持
SMMT
SUMMIT THERAPEUTICS INC
+$800.3K
69,240
+131%
清仓
—
INARI MED INC
-$773.6K
0
-100%
增持
PCVX
VAXCYTE INC
-$756.8K
21,040
+11%
减持
GPCR
STRUCTURE THERAPEUTICS INC
-$752.4K
33,695
-32%
建仓
—
ICON PLC
+$700.0K
4,000
减持
MLTX
MOONLAKE IMMUNOTHERAPEUTICS
-$692.4K
15,108
-36%
减持
REGN
REGENERON PHARMACEUTICALS
-$663.2K
2,773
-18%
增持
INSM
INSMED INC
+$653.0K
15,230
+107%
减持
—
UNIQURE NV
-$652.7K
57,550
-20%
建仓
ELV
ELEVANCE HEALTH INC
+$652.4K
1,500
减持
UNH
UNITEDHEALTH GROUP INC
-$644.4K
12,895
-12%
清仓
CI
THE CIGNA GROUP
-$621.3K
0
-100%
清仓
IOVA
IOVANCE BIOTHERAPEUT
-$603.1K
0
-100%
减持
BNTX
BIONTECH SE
-$595.4K
17,175
-9%
清仓
EW
EDWARDS LIFESCIENCE
-$581.1K
0
-100%
减持
PFE
PFIZER INC
-$548.5K
59,650
-23%
减持
ALNY
ALNYLAM PHARMACEUTICALS INC
-$547.6K
5,205
-37%
建仓
TRVI
TREVI THERAPEUTICS INC
+$514.5K
81,800
增持
DHR
DANAHER CORPORATION
+$496.5K
10,575
+45%
减持
ARVN
ARVINAS INC
-$487.2K
12,930
-57%
减持
—
ENGENE HOLDINGS INC
-$472.4K
11,700
-85%
减持
BSX
BOSTON SCIENTIFIC CORP
-$461.3K
24,226
-26%
减持
SGOV
ISHARES TR
-$441.3K
3,589
-55%
增持
VERA
VERA THERAPEUTICS INC
+$439.9K
28,348
+397%
减持
CYTK
CYTOKINETICS INC
-$426.3K
18,068
-26%
增持
ONC
BEIGENE LTD
+$425.4K
2,927
+46%
增持
—
ASTRAZENECA PLC
+$421.2K
18,790
+28%
清仓
—
INTRA CELLULAR THERA
-$409.2K
0
-100%
清仓
HUM
HUMANA INC
-$401.1K
0
-100%
减持
—
AMICUS THERAPEUTICS INC
-$399.6K
107,585
-21%
清仓
OLMA
OLEMA PHARMACEUTICAL
-$359.4K
0
-100%
减持
JNJ
JOHNSON & JOHNSON
+$303.5K
21,800
-5%
减持
ILMN
ILLUMINA INC
-$291.8K
3,682
-16%
减持
ABT
ABBOTT LABS
-$279.4K
18,698
-23%
减持
ARGX
ARGENX SE
-$272.9K
3,103
-10%
减持
BMRN
BIOMARIN PHARMACEUTICAL INC
-$269.1K
23,530
-20%
清仓
—
TURNSTONE BIOLOGICS
-$257.2K
0
-100%
增持
LEGN
LEGEND BIOTECH CORP
+$250.6K
35,965
+21%
增持
BBIO
BRIDGEBIO PHARMA INC
+$240.5K
16,085
+40%
减持
ABBV
ABBVIE INC
-$239.9K
14,800
-21%
减持
TARS
TARSUS PHARMACEUTICALS INC
-$237.9K
17,250
-15%
清仓
GERN
GERON CORP
-$224.8K
0
-100%
减持
CLOV
CLOVER HEALTH INVESTMENTS CO
-$209.3K
183,000
-33%
增持
RCKT
ROCKET PHARMACEUTICALS INC
-$209.1K
44,383
+10%
增持
INCY
INCYTE CORPORATION
+$199.4K
6,145
+146%
减持
BIIB
BIOGEN INC
-$198.4K
2,855
-26%
建仓
AVBP
ARRIVENT BIOPHARMA INC
+$186.6K
10,090
增持
PTCT
PTC THERAPEUTICS INC
+$163.7K
8,350
+44%
减持
SPRY
ARS PHARMACEUTICALS INC
+$142.2K
100,205
-5%
清仓
—
CARGO THERAPEUTICS
-$122.6K
0
-100%
清仓
EXEL
EXELIXIS INC
-$116.5K
0
-100%
减持
MEDP
MEDPACE HLDGS INC
-$114.0K
531
-36%
建仓
ORIC
ORIC PHARMACEUTICALS INC
+$111.6K
20,000
增持
—
ASCENDIS PHARMA A/S
+$105.6K
2,091
+31%
增持
—
ROYALTY PHARMA PLC
+$105.2K
9,280
+29%
建仓
TEM
TEMPUS AI INC
+$104.2K
2,160
增持
COGT
COGENT BIOSCIENCES INC
-$102.3K
79,020
+7%
减持
—
BLUEPRINT MEDICINES CORP
-$101.1K
11,235
-11%
减持
ZLAB
ZAI LAB LTD
-$92.0K
29,920
-33%
建仓
—
CRISPR THERAPEUTICS AG
+$86.4K
2,540
增持
—
ROIVANT SCIENCES LTD
+$85.3K
48,907
+42%
增持
—
JAZZ PHARMACEUTICALS PLC
+$66.8K
2,274
+30%
增持
MDGL
MADRIGAL PHARMACEUTICALS INC
+$65.9K
730
+28%
建仓
RXRX
RECURSION PHARMACEUTICALS INC
+$60.8K
11,500
增持
AXSM
AXSOME THERAPEUTICS INC
+$49.6K
1,020
+24%
减持
SYK
STRYKER CORP
-$37.4K
6,100
-5%
减持
AMGN
AMGEN INC
-$35.6K
10,385
-17%
增持
IOBTQ
IO BIOTECH INC
+$34.5K
95,000
+27%
增持
CRNX
CRINETICS PHARMACEUTICALS INC
-$33.5K
5,710
+30%
增持
IONS
IONIS PHARMACEUTICALS INC
+$33.1K
9,440
+31%
增持
UTHR
UNITED THERAPEUTICS CORP
+$25.9K
765
+29%
减持
—
MEDTRONIC PLC
+$25.4K
23,850
-9%
增持
MRK
MERCK & CO INC
-$22.7K
26,900
+10%
增持
MRNA
MODERNA INC
-$22.1K
5,600
+29%
增持
VTRS
VIATRIS INC
-$21.8K
19,800
+27%
增持
NVO
NOVO-NORDISK A S
+$8.7K
2,850
+30%
增持
RVMD
REVOLUTION MEDICINES INC
+$6.3K
6,240
+27%
