SECTORAL ASSET MANAGEMENT INC
MONTREAL A8 · SEC CIK 0001274413
$1.21亿2026Q1 申报市值
77持仓数
48.1%前十大占比 · 第一大 11.2%
9 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
INSM 加仓+$145.87万
GILD 加仓+$144.36万
IQV 新建仓+$141.67万
MDT 新建仓+$96.18万
ARDX 新建仓+$78.11万
2026Q1 卖出最多 按季末市值估算
AMGN 减仓-$147.32万
AZN 清仓-$140.03万
ABBV 减仓-$100.05万
CTNM 减仓-$95.60万
SI 减仓-$90.13万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EVMN | EVOMMUNE INC | $1,354.12万 | 11.22% | 589,005 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS | $950.23万 | 7.87% | 727,587 | -73,200 | -9.1% | -$95.60万 | 减仓 |
| SI | SHOULDER INNOVATIONS | $625.38万 | 5.18% | 430,407 | -62,028 | -12.6% | -$90.13万 | 减仓 |
| LLY | ELI LILLY & CO | $584.42万 | 4.84% | 6,354 | -922 | -12.7% | -$84.80万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $445.32万 | 3.69% | 18,218 | -2,082 | -10.3% | -$50.89万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $413.16万 | 3.42% | 27,490 | 9,605 | 53.7% | $144.36万 | 加仓 |
| UNH | UNITEDHEALTH GRP INC | $404.72万 | 3.35% | 14,957 | 1,362 | 10.0% | $36.85万 | 加仓 |
| AMGN | AMGEN INC | $351.50万 | 2.91% | 9,210 | -3,860 | -29.5% | -$147.32万 | 减仓 |
| VRTX | VERTEX PHARMA | $345.71万 | 2.86% | 7,007 | -998 | -12.5% | -$49.24万 | 减仓 |
| INSM | INSMED INC | $338.08万 | 2.80% | 19,668 | 8,486 | 75.9% | $145.87万 | 加仓 |
| ARGX | ARGENX SE | $273.70万 | 2.27% | 3,564 | 670 | 23.2% | $51.45万 | 加仓 |
| ABBV | ABBVIE INC | $265.34万 | 2.20% | 12,200 | -4,600 | -27.4% | -$100.05万 | 减仓 |
| ABT | ABBOTT LABS | $262.61万 | 2.18% | 25,578 | 2,080 | 8.9% | $21.36万 | 加仓 |
| MRK | MERCK & CO INC | $258.38万 | 2.14% | 21,480 | 80 | 0.4% | $9,623 | 加仓 |
| REGN | REGENERON PHARMCTCLS | $248.17万 | 2.06% | 2,919 | -796 | -21.4% | -$67.68万 | 减仓 |
| ISRG | INTUITIVE SURGIC INC | $242.02万 | 2.00% | 5,250 | 400 | 8.2% | $18.44万 | 加仓 |
| BSX | BOSTON SCIENTIFIC | $218.24万 | 1.81% | 34,780 | 7,154 | 25.9% | $44.89万 | 加仓 |
| BNTX | BIONTECH SE | $204.53万 | 1.69% | 22,164 | 4,946 | 28.7% | $45.64万 | 加仓 |
| SYK | STRYKER CORP | $193.01万 | 1.60% | 5,874 | -676 | -10.3% | -$22.21万 | 减仓 |
| DHR | DANAHER CORP | $181.96万 | 1.51% | 9,597 | -978 | -9.2% | -$18.54万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC | $172.43万 | 1.43% | 3,508 | -392 | -10.1% | -$19.27万 | 减仓 |
| DXCM | DEXCOM INC | $145.89万 | 1.21% | 23,231 | -5,469 | -19.1% | -$34.35万 | 减仓 |
| IQV | IQVIA HOLDINGS INC | $141.67万 | 1.17% | 8,307 | 8,307 | — | $141.67万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS | $139.96万 | 1.16% | 69,615 | -10,010 | -12.6% | -$20.13万 | 减仓 |
| EW | EDWARDS LIFESCIENCES | $138.84万 | 1.15% | 17,338 | 88 | 0.5% | $7,047 | 加仓 |
| BMY | BRISTOL MYERS SQUIBB | $128.27万 | 1.06% | 21,150 | 10,350 | 95.8% | $62.77万 | 重新持有 |
| UTHR | UNITED THERAPEUTICS | $114.56万 | 0.95% | 1,710 | -13 | -0.8% | -$8,710 | 减仓 |
| VERA | VERA THERAPEUTICS | $108.46万 | 0.90% | 25,573 | -11,285 | -30.6% | -$47.86万 | 减仓 |
| RCUS | ARCUS BIOSCIENCES | $103.55万 | 0.86% | 45,070 | -11,875 | -20.9% | -$27.28万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $101.64万 | 0.84% | 32,500 | -12,847 | -28.3% | -$40.18万 | 减仓 |
| MDT | MEDTRONIC PLC | $96.18万 | 0.80% | 11,100 | 11,100 | — | $96.18万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS | $93.95万 | 0.78% | 74,446 | -9,809 | -11.6% | -$12.38万 | 减仓 |
| COGT | COGENT BIOSCIENCES | $90.24万 | 0.75% | 22,140 | -10,545 | -32.3% | -$42.98万 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS | $89.51万 | 0.74% | 31,618 | -7 | -0.0% | -$198 | 减仓 |
| ALNY | ALNYLAM PHARMACUETCL | $86.42万 | 0.72% | 2,310 | -680 | -22.7% | -$25.44万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS | $85.25万 | 0.71% | 11,272 | -3,468 | -23.5% | -$26.23万 | 减仓 |
| RAPP | RAPPORT THERAPEUTICS | $83.50万 | 0.69% | 25,421 | -13,504 | -34.7% | -$44.36万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $82.07万 | 0.68% | 10,851 | -2,634 | -19.5% | -$19.92万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICS | $78.75万 | 0.65% | 31,680 | -29,520 | -48.2% | -$73.38万 | 减仓 |
| ARDX | ARDELYX INC | $78.11万 | 0.65% | 122,394 | 122,394 | — | $78.11万 | 新建仓 |
| PFE | PFIZER INC | $77.22万 | 0.64% | 27,500 | 350 | 1.3% | $9,828 | 加仓 |
| — | BOUNDLESS BIO | $74.64万 | 0.62% | 678,574 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A S | $72.83万 | 0.60% | 2,800 | -454 | -14.0% | -$11.81万 | 减仓 |
| AVBP | ARRIVENT BIOPHARMA | $72.04万 | 0.60% | 30,013 | -8,242 | -21.5% | -$19.78万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS | $71.08万 | 0.59% | 14,102 | -9,770 | -40.9% | -$49.25万 | 减仓 |
| IMTX | IMMATICS NV | $69.27万 | 0.57% | 66,830 | 3,815 | 6.1% | $3.95万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA | $68.73万 | 0.57% | 8,100 | -3,070 | -27.5% | -$26.05万 | 减仓 |
| SPRY | ARS PHARMACEUTICALS | $67.67万 | 0.56% | 79,150 | 49,347 | 165.6% | $42.19万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $63.11万 | 0.52% | 1,870 | -795 | -29.8% | -$26.83万 | 减仓 |
| TECX | TECTONIC THERAPEUTIC | $62.82万 | 0.52% | 19,059 | -23,196 | -54.9% | -$76.46万 | 减仓 |
| IONS | IONIS PHARMACEUTICAL | $61.72万 | 0.51% | 7,200 | -1,165 | -13.9% | -$9.99万 | 减仓 |
| BMRN | BIOMARIN PHARMAC | $60.73万 | 0.50% | 9,450 | -1,430 | -13.1% | -$9.19万 | 减仓 |
| KURA | KURA ONCOLOGY INC | $60.60万 | 0.50% | 71,480 | 17,370 | 32.1% | $14.73万 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP | $55.82万 | 0.46% | 27,136 | 1,136 | 4.4% | $2.34万 | 加仓 |
| CYTK | CYTOKINETICS INC | $54.46万 | 0.45% | 7,300 | 1,407 | 23.9% | $10.50万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $51.51万 | 0.43% | 6,650 | -1,065 | -13.8% | -$8.25万 | 减仓 |
| QURE | UNIQURE N.V. | $49.94万 | 0.41% | 29,245 | -1,340 | -4.4% | -$2.29万 | 减仓 |
| AGMB | AGOMAB THERAPEUTICS | $47.73万 | 0.40% | 43,500 | 43,500 | — | $47.73万 | 新建仓 |
| ALHC | ALIGNMENT HEALTH | $47.42万 | 0.39% | 26,911 | -4,589 | -14.6% | -$8.09万 | 减仓 |
| HNGE | HINGE HEALTH INC | $47.21万 | 0.39% | 12,244 | -1,962 | -13.8% | -$7.57万 | 减仓 |
| RDNT | RADNET INC | $44.71万 | 0.37% | 7,999 | -3,001 | -27.3% | -$16.77万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $39.38万 | 0.33% | 7,200 | -1,270 | -15.0% | -$6.95万 | 减仓 |
| BIIB | BIOGEN INC | $38.59万 | 0.32% | 1,850 | -305 | -14.2% | -$6.36万 | 减仓 |
| INSP | INSPIRE MED SYS INC | $37.27万 | 0.31% | 7,225 | 25 | 0.3% | $1,290 | 加仓 |
| JAZZ | JAZZ PHARMA PLC | $37.13万 | 0.31% | 1,750 | -299 | -14.6% | -$6.34万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES | $34.38万 | 0.28% | 2,300 | -375 | -14.0% | -$5.61万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS | $33.27万 | 0.28% | 23,500 | 1,020 | 4.5% | $1.44万 | 加仓 |
| OMDA | OMADA HEALTH INC | $32.20万 | 0.27% | 25,620 | -10,880 | -29.8% | -$13.68万 | 减仓 |
| ABVX | ABIVAX SA | $29.79万 | 0.25% | 2,340 | 2,340 | — | $29.79万 | 新建仓 |
| ILMN | ILLUMINA INC | $29.61万 | 0.25% | 2,132 | -340 | -13.8% | -$4.72万 | 减仓 |
| AXSM | AXSOME THERAPEUTIC | $28.99万 | 0.24% | 1,500 | -240 | -13.8% | -$4.64万 | 减仓 |
| INCY | INCYTE CORPORATION | $25.41万 | 0.21% | 2,350 | -400 | -14.5% | -$4.33万 | 减仓 |
| MRNA | MODERNA INC | $24.79万 | 0.21% | 4,350 | -655 | -13.1% | -$3.73万 | 减仓 |
| MEDP | MEDPACE HOLDINGS | $22.81万 | 0.19% | 430 | 430 | — | $22.81万 | 新建仓 |
| GH | GUARDANT HEALTH INC | $20.55万 | 0.17% | 1,980 | 1,980 | — | $20.55万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES | $20.23万 | 0.17% | 1,830 | 1,830 | — | $20.23万 | 新建仓 |
| PALI | PALISADE BIO INC | $17.24万 | 0.14% | 88,000 | 88,000 | — | $17.24万 | 新建仓 |
| AZN | ASTRAZENECA | $0 | 0.00% | 0 | -7,616 | -100.0% | -$140.03万 | 清仓 |
| — | VENTYX BIOSCIENCES | $0 | 0.00% | 0 | -96,945 | -100.0% | -$87.54万 | 清仓 |
| LENZ | LENZ THERAPEUTICS INC | $0 | 0.00% | 0 | -42,500 | -100.0% | -$68.00万 | 清仓 |
| — | AMICUS THERAPEUTICS | $0 | 0.00% | 0 | -43,300 | -100.0% | -$61.66万 | 清仓 |
| — | CARLSMED INC | $0 | 0.00% | 0 | -47,700 | -100.0% | -$58.91万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDGL | MADRIGAL PHARMA | $0 | 0.00% | 0 | -352 | -100.0% | -$20.50万 | 清仓 |