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 |
|---|---|---|---|---|---|---|---|---|
| RVMD | REVOLUTION MEDICINES INC | $2.81亿 | 11.10% | 1,500,000 | 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 |
| CYTK | CYTOKINETICS INC | $1.36亿 | 5.38% | 1,600,000 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $1.14亿 | 4.49% | 1,100,000 | 950,000 | 633.3% | $9,827.75万 | 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 |
| VERA | VERA THERAPEUTICS INC | $7,509.25万 | 2.97% | 1,750,000 | 150,000 | 9.4% | $643.65万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $7,343.10万 | 2.90% | 300,000 | 265,000 | 757.1% | $6,486.40万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $7,126.80万 | 2.81% | 300,000 | 30,000 | 11.1% | $712.68万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $7,078.00万 | 2.80% | 2,000,000 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $6,106.65万 | 2.41% | 550,000 | -50,000 | -8.3% | -$555.15万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $5,653.75万 | 2.23% | 625,000 | 455,000 | 267.6% | $4,115.93万 | 加仓 |
| 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 |
| ALHC | ALIGNMENT HEALTHCARE INC | $4,762.00万 | 1.88% | 2,000,000 | -575,000 | -22.3% | -$1,369.08万 | 减仓 |
| MRK | MERCK & CO INC | $4,497.50万 | 1.78% | 350,000 | -75,000 | -17.6% | -$963.75万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $4,239.00万 | 1.67% | 200,000 | 140,000 | 233.3% | $2,967.30万 | 加仓 |
| QURE | UNIQURE NV | $4,145.40万 | 1.64% | 900,000 | 0 | 0.0% | — | 不变 |
| SRRK | SCHOLAR ROCK HLDG CORP | $4,125.00万 | 1.63% | 750,000 | 250,000 | 50.0% | $1,375.00万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,841.20万 | 1.52% | 900,000 | 350,000 | 63.6% | $1,493.80万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $3,835.70万 | 1.52% | 550,000 | -700,000 | -56.0% | -$4,881.80万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $3,629.60万 | 1.43% | 400,000 | 400,000 | — | $3,629.60万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $3,532.86万 | 1.40% | 85,000 | 35,000 | 70.0% | $1,454.70万 | 重新持有 |
| LFST | LIFESTANCE HEALTH GROUP INC | $3,213.00万 | 1.27% | 3,000,000 | -1,300,000 | -30.2% | -$1,392.30万 | 减仓 |
| NVS | NOVARTIS AG | $3,134.40万 | 1.24% | 200,000 | -50,000 | -20.0% | -$783.60万 | 减仓 |
| TNGX | TANGO THERAPEUTICS INC | $3,126.00万 | 1.23% | 1,000,000 | 550,000 | 122.2% | $1,719.30万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $3,086.82万 | 1.22% | 165,000 | 65,000 | 65.0% | $1,216.02万 | 重新持有 |
| SYRE | SPYRE THERAPEUTICS INC | $2,885.35万 | 1.14% | 325,000 | 325,000 | — | $2,885.35万 | 新建仓 |
| NVO | NOVO-NORDISK A S | $2,876.40万 | 1.14% | 600,000 | 600,000 | — | $2,876.40万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $2,587.20万 | 1.02% | 550,000 | 150,000 | 37.5% | $705.60万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,528.10万 | 1.00% | 150,000 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $2,494.16万 | 0.99% | 40,000 | -45,000 | -52.9% | -$2,805.93万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC 看涨期权 | $2,378.70万 | 0.94% | 300,000 | 300,000 | — | $2,378.70万 | 新建仓 |
| BIIB | BIOGEN INC | $2,160.60万 | 0.85% | 100,000 | 40,000 | 66.7% | $864.24万 | 加仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $2,130.38万 | 0.84% | 375,000 | 375,000 | — | $2,130.38万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $2,107.86万 | 0.83% | 190,000 | 65,000 | 52.0% | $721.11万 | 加仓 |
| GKOS | GLAUKOS CORP | $2,096.40万 | 0.83% | 150,000 | -25,000 | -14.3% | -$349.40万 | 减仓 |
| ORIC | ORIC PHARMACEUTICALS INC | $2,057.70万 | 0.81% | 1,900,000 | 500,000 | 35.7% | $541.50万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC | $2,048.20万 | 0.81% | 275,000 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,986.92万 | 0.78% | 40,000 | 0 | 0.0% | — | 不变 |
| ALMS | ALUMIS INC | $1,969.80万 | 0.78% | 700,000 | -100,000 | -12.5% | -$281.40万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1,933.65万 | 0.76% | 50,000 | -25,000 | -33.3% | -$966.83万 | 减仓 |
| CNC | CENTENE CORP DEL | $1,925.70万 | 0.76% | 300,000 | -350,000 | -53.8% | -$2,246.65万 | 减仓 |
| ERAS | ERASCA INC | $1,832.00万 | 0.72% | 1,000,000 | 300,000 | 42.9% | $549.60万 | 加仓 |
| LLY | ELI LILLY & CO | $1,799.14万 | 0.71% | 15,000 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,630.20万 | 0.64% | 200,000 | -100,000 | -33.3% | -$815.10万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $1,581.00万 | 0.62% | 600,000 | 250,000 | 71.4% | $658.75万 | 加仓 |
| MDT | MEDTRONIC PLC | $1,564.60万 | 0.62% | 200,000 | -475,000 | -70.4% | -$3,715.93万 | 重新持有 |
| WAT | WATERS CORP | $1,500.16万 | 0.59% | 40,000 | 40,000 | — | $1,500.16万 | 新建仓 |
| LIVN | LIVANOVA PLC | $1,480.14万 | 0.58% | 180,000 | 30,000 | 20.0% | $246.69万 | 加仓 |
| NVO | NOVO-NORDISK A S 看涨期权 | $1,438.20万 | 0.57% | 300,000 | 300,000 | — | $1,438.20万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $1,434.38万 | 0.57% | 675,000 | 525,000 | 350.0% | $1,115.62万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $1,342.38万 | 0.53% | 25,000 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,339.16万 | 0.53% | 40,000 | 0 | 0.0% | — | 不变 |
| ANRO | ALTO NEUROSCIENCE INC | $1,319.50万 | 0.52% | 500,000 | 0 | 0.0% | — | 不变 |
| MLYS | MINERALYS THERAPEUTICS INC | $1,214.10万 | 0.48% | 450,000 | -300,000 | -40.0% | -$809.40万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $1,207.20万 | 0.48% | 200,000 | 0 | 0.0% | — | 不变 |
| ASND | ASCENDIS PHARMA A/S | $1,200.24万 | 0.47% | 45,000 | 45,000 | — | $1,200.24万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $1,181.20万 | 0.47% | 400,000 | 200,000 | 100.0% | $590.60万 | 加仓 |
| IRTC | IRHYTHM HOLDINGS INC | $1,070.55万 | 0.42% | 90,000 | -40,000 | -30.8% | -$475.80万 | 重新持有 |
| BHVN | BIOHAVEN LTD | $1,041.60万 | 0.41% | 700,000 | -300,000 | -30.0% | -$446.40万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $1,029.60万 | 0.41% | 300,000 | 0 | 0.0% | — | 不变 |
| IART | INTEGRA LIFESCIENCES HLDGS C | $987.80万 | 0.39% | 550,000 | 550,000 | — | $987.80万 | 新建仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $960.15万 | 0.38% | 150,000 | 150,000 | — | $960.15万 | 新建仓 |
| RGNX | REGENXBIO INC | $958.40万 | 0.38% | 800,000 | -700,000 | -46.7% | -$838.60万 | 减仓 |
| ABSI | ABSCI CORPORATION | $927.20万 | 0.37% | 800,000 | 800,000 | — | $927.20万 | 新建仓 |
| BRKR | BRUKER CORP | $902.70万 | 0.36% | 150,000 | 25,000 | 20.0% | $150.45万 | 重新持有 |
| COR | CENCORA INC | $848.94万 | 0.34% | 30,000 | 30,000 | — | $848.94万 | 新建仓 |
| COGT | COGENT BIOSCIENCES INC | $774.00万 | 0.31% | 200,000 | -150,000 | -42.9% | -$580.50万 | 减仓 |
| ELVN | ENLIVEN THERAPEUTICS INC | $761.25万 | 0.30% | 150,000 | 150,000 | — | $761.25万 | 新建仓 |
| BIOA | BIOAGE LABS INC | $735.30万 | 0.29% | 300,000 | 300,000 | — | $735.30万 | 新建仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $722.91万 | 0.29% | 30,000 | 30,000 | — | $722.91万 | 新建仓 |
| SANA | SANA BIOTECHNOLOGY INC | $698.00万 | 0.28% | 2,000,000 | -1,200,000 | -37.5% | -$418.80万 | 减仓 |
| IVA | INVENTIVA SA | $574.56万 | 0.23% | 1,520,000 | 1,120,000 | 280.0% | $423.36万 | 加仓 |
| TARA | PROTARA THERAPEUTICS INC | $573.00万 | 0.23% | 1,500,000 | -250,000 | -14.3% | -$95.50万 | 减仓 |
| ALKS | ALKERMES PLC | $523.95万 | 0.21% | 100,000 | 100,000 | — | $523.95万 | 新建仓 |
| LBRX | LB PHARMACEUTICALS INC | $486.82万 | 0.19% | 150,000 | 0 | 0.0% | — | 不变 |
| KARD | KARDIGAN INC | $477.00万 | 0.19% | 200,000 | 200,000 | — | $477.00万 | 新建仓 |
| BNTX | BIONTECH SE | $465.25万 | 0.18% | 50,000 | 50,000 | — | $465.25万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $446.10万 | 0.18% | 100,000 | 25,000 | 33.3% | $111.53万 | 重新持有 |
| TRVI | TREVI THERAPEUTICS INC | $373.00万 | 0.15% | 200,000 | 200,000 | — | $373.00万 | 新建仓 |
| IDYA | IDEAYA BIOSCIENCES INC | $372.70万 | 0.15% | 100,000 | 100,000 | — | $372.70万 | 新建仓 |
| CLDX | CELLDEX THERAPEUTICS INC NEW | $372.10万 | 0.15% | 100,000 | 100,000 | — | $372.10万 | 新建仓 |
| SVRA | SAVARA INC | $369.60万 | 0.15% | 600,000 | 0 | 0.0% | — | 不变 |
| RLMD | RELMADA THERAPEUTICS INC | $346.00万 | 0.14% | 500,000 | 50,000 | 11.1% | $34.60万 | 加仓 |
| — | MOBIA MED INC | $335.00万 | 0.13% | 250,000 | 250,000 | — | $335.00万 | 新建仓 |
| SION | SIONNA THERAPEUTICS INC | $329.93万 | 0.13% | 75,000 | 25,000 | 50.0% | $109.97万 | 加仓 |
| MANE | VERADERMICS INC | $307.35万 | 0.12% | 25,000 | 25,000 | — | $307.35万 | 新建仓 |
| IKT | INHIBIKASE THERAPEUTICS INC | $274.05万 | 0.11% | 1,350,000 | 0 | 0.0% | — | 不变 |
| RZLT | REZOLUTE INC | $260.00万 | 0.10% | 500,000 | -1,500,000 | -75.0% | -$780.00万 | 减仓 |
| DNLI | DENALI THERAPEUTICS INC | $257.20万 | 0.10% | 100,000 | 100,000 | — | $257.20万 | 新建仓 |
| TENX | TENAX THERAPEUTICS INC | $242.99万 | 0.10% | 167,000 | 0 | 0.0% | — | 不变 |
| OLMA | OLEMA PHARMACEUTICALS INC | $125.10万 | 0.05% | 100,000 | -50,000 | -33.3% | -$62.55万 | 减仓 |
| AURA | AURA BIOSCIENCES INC | $120.70万 | 0.05% | 170,000 | 170,000 | — | $120.70万 | 新建仓 |
| CYTK | CYTOKINETICS INC 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$6,591.00万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -250,000 | -100.0% | -$4,930.50万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC 看涨期权 | $0 | 0.00% | 0 | -500,000 | -100.0% | -$4,862.50万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -115,000 | -100.0% | -$2,630.39万 | 清仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $0 | 0.00% | 0 | -775,000 | -100.0% | -$1,748.40万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -35,000 | -100.0% | -$1,613.46万 | 清仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -200,000 | -100.0% | -$1,403.00万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -100,000 | -100.0% | -$1,393.70万 | 清仓 |