SECTOR GAMMA AS
OSLO Q8 · SEC CIK 0001475373
$4.61亿2026Q2 申报市值
40持仓数
48.4%前十大占比 · 第一大 9.1%
5 / 9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
IQV 加仓+$728.71万
TMO 重新持有+$596.42万
ASND 新建仓+$568.25万
MDT 加仓+$561.34万
ABT 加仓+$543.64万
2026Q2 卖出最多 按季末市值估算
UNH 清仓-$985.89万
BIIB 减仓-$776.37万
AMGN 减仓-$755.89万
GILD 清仓-$742.10万
LNTH 清仓-$708.01万
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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO | $4,183.87万 | 9.08% | 726,115 | -101,786 | -12.3% | -$586.49万 | 减仓 |
| MRK | MERCK & CO INC | $2,788.55万 | 6.05% | 217,008 | -43,332 | -16.6% | -$556.82万 | 减仓 |
| MDT | MEDTRONIC PLC | $2,757.11万 | 5.98% | 352,437 | 71,755 | 25.6% | $561.34万 | 加仓 |
| PFE | PFIZER INC | $2,418.15万 | 5.25% | 1,004,215 | -87,170 | -8.0% | -$209.91万 | 减仓 |
| INCY | INCYTE CORP | $1,935.66万 | 4.20% | 170,753 | -29,757 | -14.8% | -$337.33万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,720.91万 | 3.73% | 44,499 | 537 | 1.2% | $20.77万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $1,687.52万 | 3.66% | 294,918 | 55,000 | 22.9% | $314.71万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,683.77万 | 3.65% | 33,584 | 11,896 | 54.9% | $596.42万 | 重新持有 |
| CVS | CVS HEALTH CORP | $1,606.96万 | 3.49% | 155,337 | 20,000 | 14.8% | $206.90万 | 加仓 |
| IQV | IQVIA HLDGS INC | $1,506.03万 | 3.27% | 77,944 | 37,714 | 93.7% | $728.71万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $1,502.29万 | 3.26% | 189,468 | 20,000 | 11.8% | $158.58万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,409.91万 | 3.06% | 93,168 | 10,553 | 12.8% | $159.70万 | 加仓 |
| ABT | ABBOTT LABS | $1,337.91万 | 2.90% | 147,444 | 59,912 | 68.4% | $543.64万 | 加仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $1,330.53万 | 2.89% | 207,863 | 81,445 | 64.4% | $521.33万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $1,225.12万 | 2.66% | 142,307 | -13,528 | -8.7% | -$116.46万 | 减仓 |
| BIIB | BIOGEN INC | $1,170.25万 | 2.54% | 54,163 | -35,933 | -39.9% | -$776.37万 | 减仓 |
| QGEN | QIAGEN NV | $1,124.67万 | 2.44% | 287,640 | 125,269 | 77.1% | $489.80万 | 加仓 |
| CNC | CENTENE CORP DEL | $1,042.48万 | 2.26% | 162,405 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $983.95万 | 2.13% | 15,780 | 8,615 | 120.2% | $537.18万 | 重新持有 |
| BIO | BIO RAD LABS INC | $979.19万 | 2.12% | 33,350 | 9,600 | 40.4% | $281.87万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $966.61万 | 2.10% | 40,689 | -14,208 | -25.9% | -$337.53万 | 减仓 |
| AMGN | AMGEN INC | $951.69万 | 2.06% | 26,281 | -20,874 | -44.3% | -$755.89万 | 减仓 |
| BRKR | BRUKER CORP | $916.85万 | 1.99% | 152,352 | -101,658 | -40.0% | -$611.78万 | 减仓 |
| AVTR | AVANTOR INC | $897.03万 | 1.95% | 906,088 | 210,685 | 30.3% | $208.58万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $815.70万 | 1.77% | 100,000 | 25,000 | 33.3% | $203.93万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $728.53万 | 1.58% | 26,019 | 7,000 | 36.8% | $196.00万 | 加仓 |
| DXCM | DEXCOM INC | $687.79万 | 1.49% | 102,122 | 46,000 | 82.0% | $309.81万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $568.25万 | 1.23% | 21,305 | 21,305 | — | $568.25万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $546.40万 | 1.19% | 60,402 | 0 | 0.0% | — | 不变 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $528.44万 | 1.15% | 241,739 | -44,268 | -15.5% | -$96.77万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $516.97万 | 1.12% | 121,128 | 121,128 | — | $516.97万 | 新建仓 |
| KURA | KURA ONCOLOGY INC | $475.01万 | 1.03% | 433,012 | 21,202 | 5.1% | $23.26万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $454.48万 | 0.99% | 80,000 | 80,000 | — | $454.48万 | 新建仓 |
| — | CRINETICS PHARMACEUTICALS IN | $428.94万 | 0.93% | 114,628 | 20,433 | 21.7% | $76.46万 | 加仓 |
| TNDM | TANDEM DIABETES CARE INC | $403.04万 | 0.87% | 267,091 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $402.88万 | 0.87% | 968,466 | 68,466 | 7.6% | $28.48万 | 加仓 |
| CYTK | CYTOKINETICS INC | $383.36万 | 0.83% | 45,000 | 45,000 | — | $383.36万 | 新建仓 |
| OGN | ORGANON & CO | $366.64万 | 0.80% | 270,781 | -105,193 | -28.0% | -$142.43万 | 减仓 |
| ARDX | ARDELYX INC | $350.29万 | 0.76% | 686,844 | 170,713 | 33.1% | $87.06万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $313.32万 | 0.68% | 185,177 | 185,177 | — | $313.32万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -36,435 | -100.0% | -$985.89万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -53,247 | -100.0% | -$742.10万 | 清仓 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -93,344 | -100.0% | -$708.01万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -21,305 | -100.0% | -$487.31万 | 清仓 |
| HUM | HUMANA INC | $0 | 0.00% | 0 | -19,202 | -100.0% | -$332.94万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -44,263 | -100.0% | -$328.70万 | 清仓 |
| DNLI | DENALI THERAPEUTICS INC | $0 | 0.00% | 0 | -162,710 | -100.0% | -$312.40万 | 清仓 |
| COGT | COGENT BIOSCIENCES INC | $0 | 0.00% | 0 | -80,000 | -100.0% | -$307.92万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -30,000 | -100.0% | -$188.10万 | 清仓 |