Integral Health Asset Management, LLC
New York NY · SEC CIK 0001773206
$25.32亿2026Q2 申报市值
92持仓数
44.8%前十大占比 · 第一大 11.1%
25 / 29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
CVS 加仓+$9,827.75万
AXSM 加仓+$6,486.40万
EW 加仓+$4,115.93万
ABT 新建仓+$3,629.60万
DGX 加仓+$2,967.30万
2026Q2 卖出最多 按季末市值估算
AZN 清仓-$4,930.50万
BTSG 减仓-$4,881.80万
MDT 重新持有-$3,715.93万
REGN 减仓-$2,805.93万
ASND 清仓-$2,630.39万
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 |
|---|---|---|---|---|---|---|---|---|
| UNH | UNITEDHEALTH GROUP INC | $3,532.86万 | 1.40% | 85,000 | 35,000 | 70.0% | $1,454.70万 | 重新持有 |
| ABT | ABBOTT LABORATORIES | $3,629.60万 | 1.43% | 400,000 | 400,000 | — | $3,629.60万 | 新建仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $3,835.70万 | 1.52% | 550,000 | -700,000 | -56.0% | -$4,881.80万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,841.20万 | 1.52% | 900,000 | 350,000 | 63.6% | $1,493.80万 | 加仓 |
| SRRK | SCHOLAR ROCK HLDG CORP | $4,125.00万 | 1.63% | 750,000 | 250,000 | 50.0% | $1,375.00万 | 加仓 |
| QURE | UNIQURE NV | $4,145.40万 | 1.64% | 900,000 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS INC | $4,239.00万 | 1.67% | 200,000 | 140,000 | 233.3% | $2,967.30万 | 加仓 |
| MRK | MERCK & CO INC | $4,497.50万 | 1.78% | 350,000 | -75,000 | -17.6% | -$963.75万 | 减仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $4,762.00万 | 1.88% | 2,000,000 | -575,000 | -22.3% | -$1,369.08万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC 看跌期权 | $5,618.40万 | 2.22% | 300,000 | -450,000 | -60.0% | -$8,427.60万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5,653.75万 | 2.23% | 625,000 | 455,000 | 267.6% | $4,115.93万 | 加仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $6,106.65万 | 2.41% | 550,000 | -50,000 | -8.3% | -$555.15万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $7,078.00万 | 2.80% | 2,000,000 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $7,126.80万 | 2.81% | 300,000 | 30,000 | 11.1% | $712.68万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $7,343.10万 | 2.90% | 300,000 | 265,000 | 757.1% | $6,486.40万 | 加仓 |
| VERA | VERA THERAPEUTICS INC | $7,509.25万 | 2.97% | 1,750,000 | 150,000 | 9.4% | $643.65万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $8,126.00万 | 3.21% | 2,000,000 | 400,000 | 25.0% | $1,625.20万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.14亿 | 4.49% | 1,100,000 | 950,000 | 633.3% | $9,827.75万 | 加仓 |
| CYTK | CYTOKINETICS INC | $1.36亿 | 5.38% | 1,600,000 | 0 | 0.0% | — | 不变 |
| INSM | INSMED INC | $1.71亿 | 6.74% | 1,600,000 | 100,000 | 6.7% | $1,066.20万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $2.81亿 | 11.10% | 1,500,000 | 0 | 0.0% | — | 不变 |