Integral Health Asset Management, LLC
New York NY · SEC CIK 0001773206
$20.91亿2026Q1 申报市值
90持仓数
44.5%前十大占比 · 第一大 11.7%
28 / 20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
AZN 新建仓+$4,930.50万
INSM 加仓+$4,088.00万
ROIV 加仓+$3,185.50万
RVMD 加仓+$2,917.50万
BTSG 加仓+$2,130.50万
2026Q1 卖出最多 按季末市值估算
ISRG 减仓-$3,457.43万
AZN 清仓-$3,217.55万
TEVA PHARMACEUTI 清仓-$3,121.00万
PEN 清仓-$3,109.10万
TFX 清仓-$3,051.00万
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 |
|---|---|---|---|---|---|---|---|---|
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -175,000 | -100.0% | -$3,217.55万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$3,121.00万 | 清仓 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$3,109.10万 | 清仓 |
| TFX | TELEFLEX INCORPORATED | $0 | 0.00% | 0 | -250,000 | -100.0% | -$3,051.00万 | 清仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$2,385.90万 | 清仓 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UPB | UPSTREAM BIO INC | $0 | 0.00% | 0 | -750,000 | -100.0% | -$2,036.25万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$1,771.20万 | 清仓 |
| — | TERNS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -425,000 | -100.0% | -$1,717.00万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDNT | RADNET INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,427.00万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,304.00万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,061.40万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -45,000 | -100.0% | -$897.66万 | 清仓 |
| INSP | INSPIRE MED SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$502.40万 | 清仓 |
| — | MIND MEDICINE MINDMED INC | $0 | 0.00% | 0 | -350,000 | -100.0% | -$468.65万 | 清仓 |
| EYPT | EYEPOINT INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$365.40万 | 清仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$347.75万 | 清仓 |
| — | SIGHT SCIENCES INC | $0 | 0.00% | 0 | -425,000 | -100.0% | -$337.02万 | 清仓 |
| — | GOSSAMER BIO INC | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$310.00万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$287.40万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$156.00万 | 清仓 |
| — | UNICYCIVE THERAPEUTICS INC | $148.05万 | 0.07% | 225,000 | 225,000 | — | $148.05万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $200.45万 | 0.10% | 50,000 | 50,000 | — | $200.45万 | 新建仓 |
| IVA | INVENTIVA SA | $222.00万 | 0.11% | 400,000 | 400,000 | — | $222.00万 | 新建仓 |
| OLMA | OLEMA PHARMACEUTICALS INC | $223.65万 | 0.11% | 150,000 | 150,000 | — | $223.65万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $226.80万 | 0.11% | 1,350,000 | -400,000 | -22.9% | -$67.20万 | 减仓 |
| TENX | TENAX THERAPEUTICS INC | $267.03万 | 0.13% | 167,000 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC | $298.50万 | 0.14% | 100,000 | 0 | 0.0% | — | 不变 |
| IMCR | IMMUNOCORE HLDGS PLC | $301.50万 | 0.14% | 100,000 | 100,000 | — | $301.50万 | 新建仓 |
| RLMD | RELMADA THERAPEUTICS INC | $313.20万 | 0.15% | 450,000 | 450,000 | — | $313.20万 | 新建仓 |
| SVRA | SAVARA INC | $327.60万 | 0.16% | 600,000 | 600,000 | — | $327.60万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $369.90万 | 0.18% | 150,000 | 50,000 | 50.0% | $123.30万 | 加仓 |
| — | FORTE BIOSCIENCES INC | $388.50万 | 0.19% | 150,000 | 150,000 | — | $388.50万 | 新建仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $452.10万 | 0.22% | 50,000 | 50,000 | — | $452.10万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $467.80万 | 0.22% | 200,000 | -100,000 | -33.3% | -$233.90万 | 重新持有 |
| EVMN | EVOMMUNE INC | $517.27万 | 0.25% | 225,000 | 100,000 | 80.0% | $229.90万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $527.00万 | 0.25% | 50,000 | 50,000 | — | $527.00万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $591.57万 | 0.28% | 35,000 | 35,000 | — | $591.57万 | 新建仓 |
| IQV | IQVIA HLDGS INC | $596.89万 | 0.29% | 35,000 | -10,000 | -22.2% | -$170.54万 | 重新持有 |
| CAPR | CAPRICOR THERAPEUTICS INC | $608.00万 | 0.29% | 200,000 | 200,000 | — | $608.00万 | 新建仓 |
| RZLT | REZOLUTE INC | $610.00万 | 0.29% | 2,000,000 | 0 | 0.0% | — | 不变 |
| BEAM | BEAM THERAPEUTICS INC | $714.90万 | 0.34% | 300,000 | -250,000 | -45.5% | -$595.75万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $756.00万 | 0.36% | 400,000 | 400,000 | — | $756.00万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $813.50万 | 0.39% | 250,000 | 150,000 | 150.0% | $488.10万 | 加仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $817.60万 | 0.39% | 350,000 | 150,000 | 75.0% | $350.40万 | 加仓 |
| BHVN | BIOHAVEN LTD | $846.00万 | 0.40% | 1,000,000 | -500,000 | -33.3% | -$423.00万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $887.95万 | 0.42% | 350,000 | -150,000 | -30.0% | -$380.55万 | 减仓 |
| TARA | PROTARA THERAPEUTICS INC | $911.75万 | 0.44% | 1,750,000 | -500,000 | -22.2% | -$260.50万 | 减仓 |
| CELC | CELCUITY INC | $913.12万 | 0.44% | 80,000 | 0 | 0.0% | — | 不变 |
| SANA | SANA BIOTECHNOLOGY INC | $921.60万 | 0.44% | 3,200,000 | 200,000 | 6.7% | $57.60万 | 加仓 |
| IONS | IONIS PHARMACEUTICALS INC | $938.62万 | 0.45% | 125,000 | 125,000 | — | $938.62万 | 新建仓 |
| TNGX | TANGO THERAPEUTICS INC | $941.40万 | 0.45% | 450,000 | 250,000 | 125.0% | $523.00万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC | $948.12万 | 0.45% | 125,000 | 25,000 | 25.0% | $189.62万 | 加仓 |
| LIVN | LIVANOVA PLC | $953.40万 | 0.46% | 150,000 | 150,000 | — | $953.40万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $983.06万 | 0.47% | 20,000 | 20,000 | — | $983.06万 | 新建仓 |
| COO | COOPER COS INC | $1,072.50万 | 0.51% | 150,000 | -175,000 | -53.8% | -$1,251.25万 | 减仓 |
| CVS | CVS HEALTH CORP | $1,077.30万 | 0.52% | 150,000 | -350,000 | -70.0% | -$2,513.70万 | 减仓 |
| NRIX | NURIX THERAPEUTICS INC | $1,085.00万 | 0.52% | 700,000 | 400,000 | 133.3% | $620.00万 | 加仓 |
| IRON | DISC MEDICINE INC | $1,086.98万 | 0.52% | 170,000 | 170,000 | — | $1,086.98万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $1,088.10万 | 0.52% | 325,000 | 0 | 0.0% | — | 不变 |
| DXCM | DEXCOM INC | $1,099.00万 | 0.53% | 175,000 | -325,000 | -65.0% | -$2,041.00万 | 减仓 |
| BIIB | BIOGEN INC | $1,099.98万 | 0.53% | 60,000 | -40,000 | -40.0% | -$733.32万 | 减仓 |
| ANRO | ALTO NEUROSCIENCE INC | $1,124.00万 | 0.54% | 500,000 | 125,000 | 33.3% | $281.00万 | 加仓 |
| ERAS | ERASCA INC | $1,132.60万 | 0.54% | 700,000 | 700,000 | — | $1,132.60万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,163.00万 | 0.56% | 200,000 | 200,000 | — | $1,163.00万 | 新建仓 |
| DGX | QUEST DIAGNOSTICS INC | $1,175.88万 | 0.56% | 60,000 | -15,000 | -20.0% | -$293.97万 | 减仓 |
| RGNX | REGENXBIO INC | $1,257.00万 | 0.60% | 1,500,000 | 300,000 | 25.0% | $251.40万 | 加仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $1,258.80万 | 0.60% | 150,000 | -125,000 | -45.5% | -$1,049.00万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,288.76万 | 0.62% | 40,000 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,308.67万 | 0.63% | 25,000 | 25,000 | — | $1,308.67万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1,316.15万 | 0.63% | 550,000 | 300,000 | 120.0% | $717.90万 | 加仓 |
| COGT | COGENT BIOSCIENCES INC | $1,347.15万 | 0.64% | 350,000 | 350,000 | — | $1,347.15万 | 新建仓 |
| MLYS | MINERALYS THERAPEUTICS INC 看涨期权 | $1,354.50万 | 0.65% | 500,000 | 250,000 | 100.0% | $677.25万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,361.36万 | 0.65% | 170,000 | -155,000 | -47.7% | -$1,241.24万 | 减仓 |
| LLY | ELI LILLY & CO | $1,379.65万 | 0.66% | 15,000 | -5,000 | -25.0% | -$459.88万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1,393.70万 | 0.67% | 100,000 | 100,000 | — | $1,393.70万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $1,403.00万 | 0.67% | 200,000 | 0 | 0.0% | — | 不变 |
| QURE | UNIQURE NV | $1,471.50万 | 0.70% | 900,000 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $1,613.46万 | 0.77% | 35,000 | -75,000 | -68.2% | -$3,457.43万 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $1,748.40万 | 0.84% | 775,000 | 125,000 | 19.2% | $282.00万 | 加仓 |
| ALMS | ALUMIS INC | $1,762.40万 | 0.84% | 800,000 | 800,000 | — | $1,762.40万 | 新建仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $1,773.80万 | 0.85% | 1,400,000 | 200,000 | 16.7% | $253.40万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,786.16万 | 0.85% | 40,000 | 40,000 | — | $1,786.16万 | 新建仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,881.00万 | 0.90% | 300,000 | 200,000 | 200.0% | $1,254.00万 | 加仓 |
| GKOS | GLAUKOS CORP | $1,884.05万 | 0.90% | 175,000 | -150,000 | -46.2% | -$1,614.90万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1,976.10万 | 0.95% | 150,000 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $2,031.75万 | 0.97% | 750,000 | 0 | 0.0% | — | 不变 |
| BBIO | BRIDGEBIO PHARMA INC | $2,042.15万 | 0.98% | 275,000 | 275,000 | — | $2,042.15万 | 新建仓 |
| CNC | CENTENE CORP DEL | $2,128.10万 | 1.02% | 650,000 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,195.62万 | 1.05% | 75,000 | 15,000 | 25.0% | $439.12万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $2,458.00万 | 1.18% | 500,000 | 200,000 | 66.7% | $983.20万 | 加仓 |
| ASND | ASCENDIS PHARMA A/S | $2,630.39万 | 1.26% | 115,000 | 25,000 | 27.8% | $571.83万 | 加仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $2,739.10万 | 1.31% | 4,300,000 | 1,300,000 | 43.3% | $828.10万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,451.25万 | 1.65% | 550,000 | 325,000 | 144.4% | $2,039.38万 | 加仓 |
| NVS | NOVARTIS AG | $3,818.75万 | 1.83% | 250,000 | 0 | 0.0% | — | 不变 |