Bellevue Group AG
ZURICH V8 · SEC CIK 0001674546
$47.53亿2026Q2 申报市值
148持仓数
42.9%前十大占比 · 第一大 6.5%
15 / 24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
AMGN 加仓+$2.01亿
INSM 加仓+$1.47亿
GILD 加仓+$1.25亿
ORKA 加仓+$1.09亿
UTHR 加仓+$1.01亿
2026Q2 卖出最多 按季末市值估算
KRYS 减仓-$1.50亿
RVMD 减仓-$9,297.37万
REGN 减仓-$7,568.72万
ALNY 减仓-$7,027.58万
IONS 减仓-$6,711.16万
2026Q2 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| EWTX | EDGEWISE THERAPEUTICS INC | $0 | 0.00% | 0 | -1,528,518 | -100.0% | -$4,814.83万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | -99,735 | -100.0% | -$514.43万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -12,267 | -100.0% | -$402.81万 | 清仓 |
| RNA | ATRIUM THERAPEUTICS INC | $0 | 0.00% | 0 | -263,096 | -100.0% | -$351.76万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -8,753 | -100.0% | -$155.69万 | 清仓 |
| EQNR | EQUINOR ASA | $0 | 0.00% | 0 | -17,573 | -100.0% | -$74.16万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -4,370 | -100.0% | -$74.14万 | 清仓 |
| BP | BP PLC | $0 | 0.00% | 0 | -15,644 | -100.0% | -$73.53万 | 清仓 |
| SHEL | SHELL PLC | $0 | 0.00% | 0 | -7,844 | -100.0% | -$72.95万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -8,000 | -100.0% | -$62.07万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -4,700 | -100.0% | -$58.97万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -3,900 | -100.0% | -$56.33万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,100 | -100.0% | -$54.96万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -450 | -100.0% | -$43.28万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$42.31万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $0 | 0.00% | 0 | -9,030 | -100.0% | -$35.87万 | 清仓 |
| JD | JD.COM INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$32.53万 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -1,500 | -100.0% | -$29.74万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$29.17万 | 清仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -16,443 | -100.0% | -$24.52万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -536 | -100.0% | -$12.26万 | 清仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $0 | 0.00% | 0 | -6,982 | -100.0% | -$6.25万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -5,261 | -100.0% | -$3.81万 | 清仓 |
| QGEN | QIAGEN NV | $0 | 0.00% | 0 | -243 | -100.0% | -$9,730 | 清仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $1.70万 | 0.00% | 4,627 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $2.78万 | 0.00% | 131 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $2.80万 | 0.00% | 191 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $2.80万 | 0.00% | 390 | -143 | -26.8% | -$1.03万 | 减仓 |
| QCOM | QUALCOMM INC | $3.64万 | 0.00% | 197 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $4.38万 | 0.00% | 330 | -334 | -50.3% | -$4.44万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $4.60万 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $5.51万 | 0.00% | 486 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $5.66万 | 0.00% | 293 | -447 | -60.4% | -$8.64万 | 减仓 |
| MSFT | MICROSOFT CORP | $6.42万 | 0.00% | 172 | 0 | 0.0% | — | 不变 |
| WAT | WATERS CORP | $6.71万 | 0.00% | 179 | 179 | — | $6.71万 | 新建仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $7.01万 | 0.00% | 1,216 | -15,822 | -92.9% | -$91.17万 | 减仓 |
| BIIB | BIOGEN INC | $7.30万 | 0.00% | 338 | -3,315 | -90.7% | -$71.62万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $7.84万 | 0.00% | 280 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $8.16万 | 0.00% | 408 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $9.71万 | 0.00% | 1,191 | -354 | -22.9% | -$2.89万 | 减仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $11.28万 | 0.00% | 1,016 | 0 | 0.0% | — | 不变 |
| CAI | CARIS LIFE SCIENCES INC | $11.44万 | 0.00% | 6,418 | 0 | 0.0% | — | 不变 |
| PTCT | PTC THERAPEUTICS INC | $13.26万 | 0.00% | 1,626 | -309 | -16.0% | -$2.52万 | 减仓 |
| COR | CENCORA INC | $16.30万 | 0.00% | 576 | -1,140 | -66.4% | -$32.26万 | 减仓 |
| TEM | TEMPUS AI INC | $18.61万 | 0.00% | 3,213 | -1,737 | -35.1% | -$10.06万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $18.85万 | 0.00% | 4,870 | 4,870 | — | $18.85万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $20.24万 | 0.00% | 852 | -11 | -1.3% | -$2,613 | 减仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $22.26万 | 0.00% | 15,279 | -579 | -3.7% | -$8,436 | 减仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $23.62万 | 0.00% | 8,753 | -20,621 | -70.2% | -$55.64万 | 减仓 |
| VTRS | VIATRIS INC | $25.06万 | 0.01% | 15,778 | 15,778 | — | $25.06万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $25.56万 | 0.01% | 4,762 | -2,041 | -30.0% | -$10.95万 | 减仓 |
| CRSP | CRISPR THERAPEUTICS AG | $31.73万 | 0.01% | 5,818 | 802 | 16.0% | $4.37万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $32.87万 | 0.01% | 1,092 | -233,451 | -99.5% | -$7,027.58万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC | $34.03万 | 0.01% | 4,348 | 491 | 12.7% | $3.84万 | 加仓 |
| AMZN | AMAZON COM INC | $38.25万 | 0.01% | 1,605 | 252 | 18.6% | $6.01万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $39.24万 | 0.01% | 6,908 | -1,991 | -22.4% | -$11.31万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $39.47万 | 0.01% | 8,391 | 8,391 | — | $39.47万 | 新建仓 |
| GOOGL | ALPHABET INC | $39.56万 | 0.01% | 907 | 593 | 188.9% | $25.87万 | 加仓 |
| MANE | VERADERMICS INC | $42.64万 | 0.01% | 3,468 | 3,468 | — | $42.64万 | 新建仓 |
| GDX | VANECK ETF TRUST | $43.38万 | 0.01% | 5,750 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS INC | $45.69万 | 0.01% | 17,766 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $46.94万 | 0.01% | 1,976 | 655 | 49.6% | $15.56万 | 加仓 |
| AAPL | APPLE INC | $54.05万 | 0.01% | 1,768 | -1,552 | -46.7% | -$47.45万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $61.84万 | 0.01% | 1,847 | 90 | 5.1% | $3.01万 | 加仓 |
| AGMB | AGOMAB THERAPEUTICS NV | $63.92万 | 0.01% | 49,248 | -752 | -1.5% | -$9,761 | 减仓 |
| CERT | CERTARA INC | $65.13万 | 0.01% | 99,442 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $65.82万 | 0.01% | 2,689 | -492 | -15.5% | -$12.04万 | 减仓 |
| EHC | ENCOMPASS HEALTH CORP | $70.26万 | 0.01% | 6,951 | -2,878 | -29.3% | -$29.09万 | 减仓 |
| ABVX | ABIVAX SA | $85.25万 | 0.02% | 6,397 | 5,349 | 510.4% | $71.28万 | 加仓 |
| PFE | PFIZER INC | $92.54万 | 0.02% | 38,431 | -69,204 | -64.3% | -$166.64万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $95.46万 | 0.02% | 33,054 | -2,832 | -7.9% | -$8.18万 | 减仓 |
| BBNX | BETA BIONICS INC | $113.06万 | 0.02% | 72,152 | 0 | 0.0% | — | 不变 |
| BLLN | BILLIONTOONE INC | $126.63万 | 0.03% | 10,554 | 0 | 0.0% | — | 不变 |
| — | MOBIA MED INC | $134.00万 | 0.03% | 100,000 | 100,000 | — | $134.00万 | 新建仓 |
| PHR | PHREESIA INC | $144.57万 | 0.03% | 140,495 | 9,503 | 7.3% | $9.78万 | 加仓 |
| ALMR | ALAMAR BIOSCIENCES INC | $150.99万 | 0.03% | 55,738 | 55,738 | — | $150.99万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $161.92万 | 0.03% | 19,007 | 10,166 | 115.0% | $86.60万 | 加仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $191.85万 | 0.04% | 89,439 | 13,258 | 17.4% | $28.44万 | 加仓 |
| BNTX | BIONTECH SE | $197.54万 | 0.04% | 21,229 | 378 | 1.8% | $3.52万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $201.63万 | 0.04% | 2,700 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $251.02万 | 0.05% | 4,675 | 1,635 | 53.8% | $87.79万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $294.82万 | 0.06% | 86,994 | 59,333 | 214.5% | $201.08万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $298.48万 | 0.06% | 10,474 | 6,662 | 174.8% | $189.85万 | 加仓 |
| ILMN | ILLUMINA INC | $318.85万 | 0.07% | 18,134 | -2,089 | -10.3% | -$36.73万 | 减仓 |
| MDLN | MEDLINE INC | $324.01万 | 0.07% | 82,153 | -54,482 | -39.9% | -$214.88万 | 减仓 |
| KMTS | KESTRA MED TECHNOLOGIES LTD | $328.72万 | 0.07% | 129,215 | 13,625 | 11.8% | $34.66万 | 加仓 |
| OMDA | OMADA HEALTH INC | $346.67万 | 0.07% | 157,938 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $405.11万 | 0.09% | 24,037 | 19,391 | 417.4% | $326.81万 | 加仓 |
| GMRS | GMR SOLUTIONS INC | $515.33万 | 0.11% | 333,333 | 333,333 | — | $515.33万 | 新建仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $583.31万 | 0.12% | 226,703 | 0 | 0.0% | — | 不变 |
| WAY | WAYSTAR HLDG CORP | $602.74万 | 0.13% | 293,592 | 37,453 | 14.6% | $76.89万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $629.73万 | 0.13% | 112,311 | 74,015 | 193.3% | $415.00万 | 加仓 |
| ALKS | ALKERMES PLC | $630.01万 | 0.13% | 120,243 | 111,373 | 1,255.6% | $583.54万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $634.89万 | 0.13% | 27,761 | -18,865 | -40.5% | -$431.44万 | 重新持有 |
| TMDX | TRANSMEDICS GROUP INC | $671.77万 | 0.14% | 101,139 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA INC | $673.36万 | 0.14% | 24,806 | -6,888 | -21.7% | -$186.97万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $682.55万 | 0.14% | 55,682 | 41,235 | 285.4% | $505.46万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $727.14万 | 0.15% | 38,868 | 599 | 1.6% | $11.21万 | 加仓 |
| MCK | MCKESSON CORP | $727.26万 | 0.15% | 9,625 | -12,727 | -56.9% | -$961.65万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $828.33万 | 0.17% | 1,166,667 | 1,166,667 | — | $828.33万 | 新建仓 |