SECTORAL ASSET MANAGEMENT INC
MONTREAL A8 · SEC CIK 0001274413
$1.43亿2026Q2 申报市值
82持仓数
39.6%前十大占比 · 第一大 8.3%
14 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
ORKA 新建仓+$399.59万
DFTX 新建仓+$368.37万
IRTC 新建仓+$310.10万
AVTX 新建仓+$221.62万
SMMT 加仓+$219.37万
2026Q2 卖出最多 按季末市值估算
EVMN 清仓-$1,354.12万
GILD 减仓-$86.80万
RAPP 清仓-$83.50万
VRTX 减仓-$78.23万
BOUNDLESS BIO 清仓-$74.64万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CTNM | CONTINEUM THERAPEUTICS | $1,192.52万 | 8.32% | 727,587 | 0 | 0.0% | — | 不变 |
| SI | SHOULDER INNOVATIONS | $872.87万 | 6.09% | 430,407 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $762.12万 | 5.32% | 6,354 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GRP INC | $550.09万 | 3.84% | 13,235 | -1,722 | -11.5% | -$71.57万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $462.68万 | 3.23% | 18,218 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $399.59万 | 2.79% | 41,987 | 41,987 | — | $399.59万 | 新建仓 |
| BNTX | BIONTECH SE | $389.59万 | 2.72% | 41,869 | 19,705 | 88.9% | $183.36万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $368.37万 | 2.57% | 78,310 | 78,310 | — | $368.37万 | 新建仓 |
| DXCM | DEXCOM INC | $341.84万 | 2.39% | 50,756 | 27,525 | 118.5% | $185.38万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES | $341.81万 | 2.39% | 110,870 | 65,800 | 146.0% | $202.86万 | 加仓 |
| AMGN | AMGEN INC | $333.51万 | 2.33% | 9,210 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS | $320.80万 | 2.24% | 220,180 | 150,565 | 216.3% | $219.37万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $310.10万 | 2.16% | 26,070 | 26,070 | — | $310.10万 | 新建仓 |
| ABBV | ABBVIE INC | $307.00万 | 2.14% | 12,200 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $277.30万 | 1.94% | 21,480 | 0 | 0.0% | — | 不变 |
| AVBP | ARRIVENT BIOPHARMA | $274.60万 | 1.92% | 79,043 | 49,030 | 163.4% | $170.33万 | 加仓 |
| VRTX | VERTEX PHARMA | $269.82万 | 1.88% | 5,432 | -1,575 | -22.5% | -$78.23万 | 减仓 |
| ARGX | ARGENX SE | $262.65万 | 1.83% | 2,831 | -733 | -20.6% | -$68.01万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $260.51万 | 1.82% | 20,620 | -6,870 | -25.0% | -$86.80万 | 减仓 |
| INSM | INSMED INC | $247.53万 | 1.73% | 23,216 | 3,548 | 18.0% | $37.83万 | 加仓 |
| TECX | TECTONIC THERAPEUTIC | $244.09万 | 1.70% | 71,009 | 51,950 | 272.6% | $178.58万 | 加仓 |
| ISRG | INTUITIVE SURGIC INC | $232.64万 | 1.62% | 5,850 | 600 | 11.4% | $23.86万 | 加仓 |
| IMTX | IMMATICS NV | $227.85万 | 1.59% | 224,928 | 158,098 | 236.6% | $160.15万 | 加仓 |
| SYK | STRYKER CORP | $224.89万 | 1.57% | 7,129 | 1,255 | 21.4% | $39.59万 | 加仓 |
| AVTX | AVALO THERAPEUTICS INC | $221.62万 | 1.55% | 119,923 | 119,923 | — | $221.62万 | 新建仓 |
| CBIO | CRESCENT BIOPHARMA INC. | $218.34万 | 1.52% | 121,300 | 121,300 | — | $218.34万 | 新建仓 |
| ROIV | ROIVANT SCIENCES LTD | $216.23万 | 1.51% | 61,100 | 28,600 | 88.0% | $101.22万 | 加仓 |
| IQV | IQVIA HOLDINGS INC | $209.61万 | 1.46% | 10,848 | 2,541 | 30.6% | $49.10万 | 加仓 |
| PLSE | PULSE BIOSCIENCES INC | $188.27万 | 1.31% | 67,895 | 67,895 | — | $188.27万 | 新建仓 |
| DHR | DANAHER CORP | $183.07万 | 1.28% | 9,597 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC | $175.99万 | 1.23% | 3,508 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABS | $164.06万 | 1.14% | 18,080 | -7,498 | -29.3% | -$68.04万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $160.80万 | 1.12% | 185,900 | 185,900 | — | $160.80万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC | $155.06万 | 1.08% | 36,330 | 1,550 | 4.5% | $6.62万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $145.79万 | 1.02% | 21,950 | 21,950 | — | $145.79万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $139.12万 | 0.97% | 16,330 | 9,030 | 123.7% | $76.93万 | 加仓 |
| REGN | REGENERON PHARMCTCLS | $135.25万 | 0.94% | 2,169 | -750 | -25.7% | -$46.77万 | 减仓 |
| CVS | CVS HEALTH CORP | $134.49万 | 0.94% | 13,000 | 13,000 | — | $134.49万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES | $134.12万 | 0.94% | 14,826 | -2,512 | -14.5% | -$22.72万 | 减仓 |
| TRVI | TREVI THERAPEUTICS | $122.34万 | 0.85% | 65,596 | -8,850 | -11.9% | -$16.51万 | 减仓 |
| BMY | BRISTOL MYERS SQUIBB | $121.87万 | 0.85% | 21,150 | 0 | 0.0% | — | 不变 |
| VERA | VERA THERAPEUTICS | $109.73万 | 0.77% | 25,573 | 0 | 0.0% | — | 不变 |
| COGT | COGENT BIOSCIENCES | $103.48万 | 0.72% | 26,740 | 4,600 | 20.8% | $17.80万 | 加仓 |
| MDT | MEDTRONIC PLC | $87.63万 | 0.61% | 11,100 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUTICALS | $83.62万 | 0.58% | 13,285 | 2,013 | 17.9% | $12.67万 | 加仓 |
| KURA | KURA ONCOLOGY INC | $78.41万 | 0.55% | 71,480 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE CORP DEL | $77.03万 | 0.54% | 12,000 | 12,000 | — | $77.03万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS | $74.23万 | 0.52% | 1,370 | -340 | -19.9% | -$18.42万 | 减仓 |
| HNGE | HINGE HEALTH INC | $72.58万 | 0.51% | 8,744 | -3,500 | -28.6% | -$29.05万 | 减仓 |
| NKTR | NEKTAR THERAPEUTICS | $70.58万 | 0.49% | 10,111 | -740 | -6.8% | -$5.17万 | 减仓 |
| ALNY | ALNYLAM PHARMACUETCL | $69.54万 | 0.49% | 2,310 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $68.55万 | 0.48% | 2,570 | 2,570 | — | $68.55万 | 新建仓 |
| PFE | PFIZER INC | $66.22万 | 0.46% | 27,500 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $62.42万 | 0.44% | 122,394 | 0 | 0.0% | — | 不变 |
| PRVA | PRIVIA HEALTH GROUP | $62.10万 | 0.43% | 24,136 | -3,000 | -11.1% | -$7.72万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $60.93万 | 0.43% | 7,470 | 820 | 12.3% | $6.69万 | 加仓 |
| IONS | IONIS PHARMACEUTICAL | $57.09万 | 0.40% | 7,200 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS | $56.46万 | 0.39% | 43,500 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMAC | $54.07万 | 0.38% | 9,450 | 0 | 0.0% | — | 不变 |
| ONC | BEONE MEDICINES LTD | $53.29万 | 0.37% | 1,870 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $49.73万 | 0.35% | 1,250 | 1,250 | — | $49.73万 | 新建仓 |
| JAZZ | JAZZ PHARMA PLC | $42.17万 | 0.29% | 1,750 | 0 | 0.0% | — | 不变 |
| RPRX | ROYALTY PHARMA PLC | $40.37万 | 0.28% | 7,200 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $39.97万 | 0.28% | 1,850 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS | $39.30万 | 0.27% | 14,565 | -17,053 | -53.9% | -$46.01万 | 减仓 |
| ILMN | ILLUMINA INC | $37.49万 | 0.26% | 2,132 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTIC | $36.72万 | 0.26% | 1,500 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICS | $34.28万 | 0.24% | 15,680 | -16,000 | -50.5% | -$34.98万 | 减仓 |
| RVMD | REVOLUTION MEDICINES | $34.27万 | 0.24% | 1,830 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $31.18万 | 0.22% | 2,340 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA | $30.54万 | 0.21% | 4,100 | -4,000 | -49.4% | -$29.79万 | 减仓 |
| MRNA | MODERNA INC | $30.46万 | 0.21% | 4,350 | 0 | 0.0% | — | 不变 |
| GH | GUARDANT HEALTH INC | $29.71万 | 0.21% | 1,980 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORPORATION | $26.64万 | 0.19% | 2,350 | 0 | 0.0% | — | 不变 |
| ORIC | ORIC PHARMACEUTICALS | $25.45万 | 0.18% | 23,500 | 0 | 0.0% | — | 不变 |
| SPRY | ARS PHARMACEUTICALS | $23.95万 | 0.17% | 29,900 | -49,250 | -62.2% | -$39.45万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS | $23.21万 | 0.16% | 4,325 | -9,777 | -69.3% | -$52.47万 | 减仓 |
| MEDP | MEDPACE HOLDINGS | $22.77万 | 0.16% | 430 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $22.48万 | 0.16% | 3,880 | -620 | -13.8% | -$3.59万 | 重新持有 |
| CRBP | ORBUS PHARMACEUTICALS HLDGS | $18.76万 | 0.13% | 20,000 | 20,000 | — | $18.76万 | 新建仓 |
| PALI | PALISADE BIO INC | $18.39万 | 0.13% | 88,000 | 0 | 0.0% | — | 不变 |
| — | ENGENE THERAPEUTICS INC | $3.75万 | 0.03% | 21,700 | 21,700 | — | $3.75万 | 新建仓 |
| EVMN | EVOMMUNE INC | $0 | 0.00% | 0 | -589,005 | -100.0% | -$1,354.12万 | 清仓 |
| RAPP | RAPPORT THERAPEUTICS | $0 | 0.00% | 0 | -25,421 | -100.0% | -$83.50万 | 清仓 |
| — | BOUNDLESS BIO | $0 | 0.00% | 0 | -678,574 | -100.0% | -$74.64万 | 清仓 |
| ASND | ASCENDIS PHARMA A S | $0 | 0.00% | 0 | -2,800 | -100.0% | -$72.83万 | 清仓 |
| QURE | UNIQURE N.V. | $0 | 0.00% | 0 | -29,245 | -100.0% | -$49.94万 | 清仓 |
| ALHC | ALIGNMENT HEALTH | $0 | 0.00% | 0 | -26,911 | -100.0% | -$47.42万 | 清仓 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -7,999 | -100.0% | -$44.71万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -7,225 | -100.0% | -$37.27万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES | $0 | 0.00% | 0 | -2,300 | -100.0% | -$34.38万 | 清仓 |
| OMDA | OMADA HEALTH INC | $0 | 0.00% | 0 | -25,620 | -100.0% | -$32.20万 | 清仓 |