B Group, Inc.
DALLAS TX · SEC CIK 0002043476
$2.13亿2026Q2 申报市值
19持仓数
79.5%前十大占比 · 第一大 17.3%
2 / 3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
FTH 新建仓+$1,525.42万
NRX PHARMACEUTIC 加仓+$446.53万
AURA 加仓+$118.33万
GPCR 加仓+$67.09万
FHTX 加仓+$47.82万
2026Q2 卖出最多 按季末市值估算
SYRE 减仓-$266.34万
APOGEE THERAPEUT 清仓-$63.13万
SOLENO THERAPEUT 清仓-$25.11万
REPL 清仓-$19.89万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| — | APOGEE THERAPEUTICS INC | $0 | 0.00% | 0 | -7,500 | -100.0% | -$63.13万 | 清仓 |
| — | SOLENO THERAPEUTICS INC | $0 | 0.00% | 0 | -7,500 | -100.0% | -$25.11万 | 清仓 |
| REPL | REPLIMUNE GROUP INC | $0 | 0.00% | 0 | -26,000 | -100.0% | -$19.89万 | 清仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $97.60万 | 0.46% | 200,000 | 98,000 | 96.1% | $47.82万 | 加仓 |
| — | SIGHT SCIENCES INC | $365.69万 | 1.72% | 970,000 | 0 | 0.0% | — | 不变 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $450.76万 | 2.12% | 135,000 | 0 | 0.0% | — | 不变 |
| DRUG | BRIGHT MINDS BIOSCIENCES INC | $473.85万 | 2.22% | 67,500 | 0 | 0.0% | — | 不变 |
| ASMB | ASSEMBLY BIOSCIENCES INC | $482.84万 | 2.27% | 175,706 | 0 | 0.0% | — | 不变 |
| AURA | AURA BIOSCIENCES INC | $542.61万 | 2.55% | 764,243 | 166,667 | 27.9% | $118.33万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $621.46万 | 2.92% | 70,000 | -30,000 | -30.0% | -$266.34万 | 减仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $624.00万 | 2.93% | 1,500,000 | 0 | 0.0% | — | 不变 |
| ORKA | ORUKA THERAPEUTICS INC | $713.77万 | 3.35% | 75,000 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUTICS INC | $751.38万 | 3.53% | 140,000 | 12,500 | 9.8% | $67.09万 | 加仓 |
| ZLAB | ZAI LAB LTD | $856.23万 | 4.02% | 450,646 | 0 | 0.0% | — | 不变 |
| — | CELLECTIS S A | $984.45万 | 4.62% | 3,281,501 | 0 | 0.0% | — | 不变 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,112.74万 | 5.22% | 33,237 | 0 | 0.0% | — | 不变 |
| TSHA | TAYSHA GENE THERAPIES INC | $1,226.18万 | 5.76% | 1,800,556 | 0 | 0.0% | — | 不变 |
| FTH | FAETH THERAPEUTICS INC | $1,525.42万 | 7.16% | 610,169 | 610,169 | — | $1,525.42万 | 新建仓 |
| — | NRX PHARMACEUTICALS INC | $1,673.53万 | 7.86% | 4,091,767 | 1,091,767 | 36.4% | $446.53万 | 加仓 |
| PALI | PALISADE BIO INC | $2,385.59万 | 11.20% | 11,414,285 | 0 | 0.0% | — | 不变 |
| ADMA | ADMA BIOLOGICS INC | $2,730.75万 | 12.82% | 3,262,542 | 55,000 | 1.7% | $46.04万 | 加仓 |
| — | INVESCO QQQ TR 看跌期权 | $3,682.00万 | 17.29% | 50,000 | 50,000 | — | $3,682.00万 | 新建仓 |