Bellevue Group AG
ZURICH V8 · SEC CIK 0001674546
$42.02亿2026Q1 申报市值
155持仓数
41.9%前十大占比 · 第一大 7.2%
19 / 38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
REGN 加仓+$2.05亿
GILD 加仓+$1.56亿
CRINETICS PHARMA 加仓+$1.19亿
AMGN 加仓+$9,741.64万
ELVN 新建仓+$9,097.80万
2026Q1 卖出最多 按季末市值估算
RVMD 减仓-$3.37亿
IONS 减仓-$2.24亿
NBIX 减仓-$2.24亿
AVIDITY BIOSCIEN 清仓-$1.90亿
AMICUS THERAPEUT 清仓-$1.53亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | AVIDITY BIOSCIENCES INC | $0 | 0.00% | 0 | -2,630,969 | -100.0% | -$1.90亿 | 清仓 |
| — | AMICUS THERAPEUTICS INC | $0 | 0.00% | 0 | -10,735,195 | -100.0% | -$1.53亿 | 清仓 |
| MAZE | MAZE THERAPEUTICS INC | $0 | 0.00% | 0 | -887,708 | -100.0% | -$3,677.77万 | 清仓 |
| CDNA | CAREDX INC | $0 | 0.00% | 0 | -431,070 | -100.0% | -$812.14万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -24,560 | -100.0% | -$447.53万 | 清仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $0 | 0.00% | 0 | -65,008 | -100.0% | -$386.34万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -92,095 | -100.0% | -$344.90万 | 清仓 |
| NEO | NEOGENOMICS INC | $0 | 0.00% | 0 | -278,286 | -100.0% | -$327.26万 | 清仓 |
| AVTR | AVANTOR INC | $0 | 0.00% | 0 | -276,266 | -100.0% | -$316.60万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | -111,510 | -100.0% | -$309.11万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -15,216 | -100.0% | -$279.75万 | 清仓 |
| VKTX | VIKING THERAPEUTICS INC | $0 | 0.00% | 0 | -68,665 | -100.0% | -$241.56万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -108,039 | -100.0% | -$234.44万 | 清仓 |
| BKD | BROOKDALE SR LIVING INC | $0 | 0.00% | 0 | -167,444 | -100.0% | -$180.67万 | 清仓 |
| SIBN | SI-BONE INC | $0 | 0.00% | 0 | -90,331 | -100.0% | -$178.13万 | 清仓 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -16,062 | -100.0% | -$163.13万 | 清仓 |
| CMPS | COMPASS PATHWAYS PLC | $0 | 0.00% | 0 | -142,243 | -100.0% | -$98.15万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -4,800 | -100.0% | -$62.89万 | 清仓 |
| IWM | ISHARES TR | $0 | 0.00% | 0 | -2,300 | -100.0% | -$56.62万 | 清仓 |
| META | META PLATFORMS INC | $0 | 0.00% | 0 | -800 | -100.0% | -$52.81万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -11,817 | -100.0% | -$52.33万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -2,240 | -100.0% | -$46.55万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -2,500 | -100.0% | -$44.44万 | 清仓 |
| CORT | CORCEPT THERAPEUTICS INC | $0 | 0.00% | 0 | -10,495 | -100.0% | -$36.52万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | -3,173 | -100.0% | -$34.42万 | 清仓 |
| EXEL | EXELIXIS INC | $0 | 0.00% | 0 | -7,361 | -100.0% | -$32.26万 | 清仓 |
| GH | GUARDANT HEALTH INC | $0 | 0.00% | 0 | -3,004 | -100.0% | -$30.68万 | 清仓 |
| SNY | SANOFI SA | $0 | 0.00% | 0 | -5,851 | -100.0% | -$28.35万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -7,711 | -100.0% | -$22.74万 | 清仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $0 | 0.00% | 0 | -4,942 | -100.0% | -$17.08万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -4,763 | -100.0% | -$11.40万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -4,210 | -100.0% | -$10.58万 | 清仓 |
| AMRX | AMNEAL PHARMACEUTICALS INC | $0 | 0.00% | 0 | -7,913 | -100.0% | -$9.97万 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC | $0 | 0.00% | 0 | -7,603 | -100.0% | -$9.52万 | 清仓 |
| GMAB | GENMAB A/S | $0 | 0.00% | 0 | -3,009 | -100.0% | -$9.27万 | 清仓 |
| TYRA | TYRA BIOSCIENCES INC | $0 | 0.00% | 0 | -3,143 | -100.0% | -$8.26万 | 清仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $0 | 0.00% | 0 | -9,706 | -100.0% | -$7.94万 | 清仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $0 | 0.00% | 0 | -2,978 | -100.0% | -$2.68万 | 清仓 |
| QGEN | QIAGEN NV | $9,730 | 0.00% | 243 | 243 | — | $9,730 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $1.42万 | 0.00% | 4,627 | -294 | -6.0% | -$903 | 减仓 |
| QCOM | QUALCOMM INC | $2.54万 | 0.00% | 197 | -12 | -5.7% | -$1,545 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $2.57万 | 0.00% | 131 | -7,149 | -98.2% | -$140.10万 | 减仓 |
| ORCL | ORACLE CORP | $2.81万 | 0.00% | 191 | -12 | -5.9% | -$1,765 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $3.81万 | 0.00% | 5,261 | -1,485,257 | -99.6% | -$1,076.80万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $4.54万 | 0.00% | 36 | -2 | -5.3% | -$2,522 | 减仓 |
| INCY | INCYTE CORP | $4.57万 | 0.00% | 486 | -4,287 | -89.8% | -$40.35万 | 减仓 |
| BBOT | BRIDGEBIO ONCOLOGY THERAPEUT | $6.25万 | 0.00% | 6,982 | 6,982 | — | $6.25万 | 新建仓 |
| ZTS | ZOETIS INC | $6.30万 | 0.00% | 533 | -196 | -26.9% | -$2.32万 | 减仓 |
| MSFT | MICROSOFT CORP | $6.37万 | 0.00% | 172 | -1,110 | -86.6% | -$41.09万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $7.12万 | 0.00% | 408 | -3,525 | -89.6% | -$61.48万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $7.47万 | 0.00% | 280 | -5,389 | -95.1% | -$143.78万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $7.57万 | 0.00% | 664 | 314 | 89.7% | $3.58万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $8.84万 | 0.00% | 1,016 | -6,488 | -86.5% | -$56.43万 | 减仓 |
| GOOGL | ALPHABET INC | $9.03万 | 0.00% | 314 | -1,752 | -84.8% | -$50.38万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $9.69万 | 0.00% | 1,545 | -10,005 | -86.6% | -$62.73万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $11.48万 | 0.00% | 6,418 | 0 | 0.0% | — | 不变 |
| ABVX | ABIVAX SA | $11.67万 | 0.00% | 1,048 | 1,048 | — | $11.67万 | 新建仓 |
| ASND | ASCENDIS PHARMA A/S | $12.26万 | 0.00% | 536 | -23,794 | -97.8% | -$544.24万 | 减仓 |
| IQV | IQVIA HLDGS INC | $12.62万 | 0.00% | 740 | -40,527 | -98.2% | -$691.15万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $13.18万 | 0.00% | 1,935 | -4,828 | -71.4% | -$32.89万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $18.24万 | 0.00% | 863 | -6,806 | -88.7% | -$143.82万 | 减仓 |
| TEM | TEMPUS AI INC | $22.38万 | 0.01% | 4,950 | 174 | 3.6% | $7,868 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $23.86万 | 0.01% | 5,016 | 3,136 | 166.8% | $14.92万 | 加仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $24.52万 | 0.01% | 16,443 | 12,541 | 321.4% | $18.70万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $24.93万 | 0.01% | 3,857 | 3,857 | — | $24.93万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $26.44万 | 0.01% | 8,899 | 5,072 | 132.5% | $15.07万 | 加仓 |
| AMZN | AMAZON COM INC | $28.18万 | 0.01% | 1,353 | -2,188 | -61.8% | -$45.57万 | 减仓 |
| ADBE | ADOBE INC | $29.17万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $29.74万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| SMMT | SUMMIT THERAPEUTICS INC | $30.07万 | 0.01% | 15,858 | 1,596 | 11.2% | $3.03万 | 加仓 |
| GRMN | GARMIN LTD | $30.65万 | 0.01% | 1,321 | -405 | -23.5% | -$9.40万 | 减仓 |
| ALKS | ALKERMES PLC | $31.36万 | 0.01% | 8,870 | 2,276 | 34.5% | $8.05万 | 加仓 |
| JD | JD.COM INC | $32.53万 | 0.01% | 11,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $32.79万 | 0.01% | 6,803 | -138,364 | -95.3% | -$666.92万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $34.11万 | 0.01% | 17,766 | 10,628 | 148.9% | $20.41万 | 加仓 |
| — | CENTESSA PHARMACEUTICALS PLC | $35.87万 | 0.01% | 9,030 | 9,030 | — | $35.87万 | 新建仓 |
| V | VISA INC | $42.31万 | 0.01% | 1,400 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $43.28万 | 0.01% | 450 | 0 | 0.0% | — | 不变 |
| AGMB | AGOMAB THERAPEUTICS NV | $52.45万 | 0.01% | 50,000 | 50,000 | — | $52.45万 | 新建仓 |
| GDX | VANECK ETF TRUST | $52.77万 | 0.01% | 5,750 | -9,750 | -62.9% | -$89.48万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $53.77万 | 0.01% | 3,181 | -24,419 | -88.5% | -$412.73万 | 减仓 |
| COR | CENCORA INC | $53.91万 | 0.01% | 1,716 | 1,195 | 229.4% | $37.54万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $54.96万 | 0.01% | 1,100 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $56.33万 | 0.01% | 3,900 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $56.61万 | 0.01% | 1,757 | 1,757 | — | $56.61万 | 新建仓 |
| CERT | CERTARA INC | $56.68万 | 0.01% | 99,442 | 0 | 0.0% | — | 不变 |
| CYTK | CYTOKINETICS INC | $58.27万 | 0.01% | 8,841 | -384 | -4.2% | -$2.53万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $58.97万 | 0.01% | 4,700 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $61.21万 | 0.01% | 4,646 | -1,698,658 | -99.7% | -$2.24亿 | 减仓 |
| CSCO | CISCO SYS INC | $62.07万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| LEGN | LEGEND BIOTECH CORP | $64.92万 | 0.02% | 35,886 | -28,085 | -43.9% | -$50.81万 | 减仓 |
| BIIB | BIOGEN INC | $66.97万 | 0.02% | 3,653 | 88 | 2.5% | $1.61万 | 加仓 |
| BBNX | BETA BIONICS INC | $72.30万 | 0.02% | 72,152 | -133 | -0.2% | -$1,333 | 减仓 |
| SHEL | SHELL PLC | $72.95万 | 0.02% | 7,844 | 7,844 | — | $72.95万 | 新建仓 |
| BP | BP PLC | $73.53万 | 0.02% | 15,644 | 15,644 | — | $73.53万 | 新建仓 |
| — | EXXON MOBIL CORP | $74.14万 | 0.02% | 4,370 | 4,370 | — | $74.14万 | 新建仓 |
| EQNR | EQUINOR ASA | $74.16万 | 0.02% | 17,573 | 17,573 | — | $74.16万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $79.57万 | 0.02% | 29,374 | 9,548 | 48.2% | $25.87万 | 加仓 |