B Group, Inc.
DALLAS TX · SEC CIK 0002043476
$1.35亿2026Q1 申报市值
20持仓数
81.1%前十大占比 · 第一大 21.4%
5 / 1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
PALI 加仓+$1,210.00万
ADMA 加仓+$675.75万
NRX PHARMACEUTIC 新建仓+$639.00万
DRUG 新建仓+$492.55万
GPCR 加仓+$180.75万
2026Q1 卖出最多 按季末市值估算
APOGEE THERAPEUT 减仓-$105.21万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| REPL | REPLIMUNE GROUP INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$48.60万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $19.89万 | 0.15% | 26,000 | 26,000 | — | $19.89万 | 新建仓 |
| — | SOLENO THERAPEUTICS INC | $25.11万 | 0.19% | 7,500 | 7,500 | — | $25.11万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $48.76万 | 0.36% | 102,000 | 102,000 | — | $48.76万 | 新建仓 |
| — | APOGEE THERAPEUTICS INC | $63.13万 | 0.47% | 7,500 | -12,500 | -62.5% | -$105.21万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $282.82万 | 2.10% | 135,000 | 0 | 0.0% | — | 不变 |
| — | SIGHT SCIENCES INC | $365.69万 | 2.71% | 970,000 | 50,000 | 5.4% | $18.85万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $367.88万 | 2.73% | 75,000 | 0 | 0.0% | — | 不变 |
| AURA | AURA BIOSCIENCES INC | $399.78万 | 2.96% | 597,576 | 25,000 | 4.4% | $16.72万 | 加仓 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $487.58万 | 3.61% | 175,706 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $492.55万 | 3.65% | 67,500 | 67,500 | — | $492.55万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $504.40万 | 3.74% | 100,000 | 0 | 0.0% | — | 不变 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $526.50万 | 3.90% | 1,500,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $614.55万 | 4.56% | 127,500 | 37,500 | 41.7% | $180.75万 | 加仓 |
| — | NRX PHARMACEUTICALS INC | $639.00万 | 4.74% | 3,000,000 | 3,000,000 | — | $639.00万 | 新建仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $804.85万 | 5.97% | 1,800,556 | 0 | 0.0% | — | 不变 |
| ZLAB | ZAI LAB LTD | $847.67万 | 6.28% | 450,646 | 50,646 | 12.7% | $95.27万 | 加仓 |
| — | CELLECTIS S A | $1,040.24万 | 7.71% | 3,281,501 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,070.86万 | 7.94% | 33,237 | 0 | 0.0% | — | 不变 |
| PALI | PALISADE BIO INC | $1,997.50万 | 14.81% | 11,414,285 | 6,914,285 | 153.7% | $1,210.00万 | 加仓 |
| ADMA | ADMA BIOLOGICS INC | $2,890.00万 | 21.43% | 3,207,542 | 750,000 | 30.5% | $675.75万 | 加仓 |