小摩Q4持仓：继续重仓苹果等科技股，看好新兴市场

智通财经网2021-02-14

根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2020年12月31日的四季度(Q4)持仓报告(13F)。据统计，小摩三季度持仓总市值达6806.66亿美元，上一季度总市值为5950.93亿美元，环比增长14.4%。小摩在三季度的持仓组合中新增了574只个股，增持了2920只个股。同时，小摩减持了1845只股，清仓了569只个股。其中前十大持仓标的占总市值的15.97%。在前五大重仓股中...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/1117947165?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/7e2f636e805bfca87903ab08fc842298","is_english":false,"pubTime":"2021-02-14 11:06","share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","id":"1117947165","market":"us","top_or_hot":-1,"title":"小摩Q4持仓：继续重仓苹果等科技股，看好新兴市场","media":"智通财经网","content":"<div>\n<p>根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2020年12月31日的四季度(Q4)持仓报告(13F)。据统计，小摩三季度持仓总市值达6806.66亿美元，上一季度总市值为5950.93亿美元，环比增长14.4%。小摩在三季度的持仓组合中新增了574只个股，增持了2920只个股。同时，小摩减持了1845只股，清仓了569只个股。其中前十大持仓标的占总市值的15.97%。在前五大重仓股中...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/411813.html\">网页链接</a>\n\n</div>\n","source":"highlight_zhitongcaijin","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩Q4持仓：继续重仓苹果等科技股，看好新兴市场</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩Q4持仓：继续重仓苹果等科技股，看好新兴市场\n</h2>\n\n<h4 class=\"meta\">\n\n\n2021-02-14 11:06 北京时间&nbsp;&nbsp;&nbsp;<a href=https://www.zhitongcaijing.com/content/detail/411813.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2020年12月31日的四季度(Q4)持仓报告(13F)。据统计，小摩三季度持仓总市值达6806.66亿美元，上一季度总市值为5950.93亿美元，环比增长14.4%。小摩在三季度的持仓组合中新增了574只个股，增持了2920只个股。同时，小摩减持了1845只股，清仓了569只个股。其中前十大持仓标的占总市值的15.97%。在前五大重仓股中...</p>\n\n<a href=\"https://www.zhitongcaijing.com/content/detail/411813.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"JPM","symbol_name":"摩根大通","start_time":0,"source_url":"https://www.zhitongcaijing.com/content/detail/411813.html","article_id":"1117947165","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/7e2f636e805bfca87903ab08fc842298"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=1117947165","pubTimestamp":1613271961,"columns":[],"sourceInfo":{"source_id":"highlight_zhitongcaijin","name":"智通财经网"},"weMediaInfo":null,"summary":"根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2020年12月31日的四季度(Q4)持仓报告(13F)。据统计，小摩三季度持仓总市值达6806.66亿美元，上一季度总市值为5950.93亿","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"JPM":"摩根大通"},"translate_title":"Xiaomo Q4 Position: Continue to take heavy positions in technology stocks such as Apple and be optimistic about emerging markets","themeId":"8e408cc6e9874ef686bebc25eab60ffe","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/61d8a7dcccf63711b522d40538a2db1b","symbols_score_info":{"JPM":0.9},"content_text":"根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2020年12月31日的四季度(Q4)持仓报告(13F)。据统计，小摩三季度持仓总市值达6806.66亿美元，上一季度总市值为5950.93亿美元，环比增长14.4%。小摩在三季度的持仓组合中新增了574只个股，增持了2920只个股。同时，小摩减持了1845只股，清仓了569只个股。其中前十大持仓标的占总市值的15.97%。在前五大重仓股中，标普500指数ETF(SPY.US)位列第一，持仓约6610.84万股，持仓市值约247.17亿美元，较上季度持仓数量减持了9%。苹果(AAPL.US)位列第二，持仓约1.27亿股，持仓市值约169.48亿美元，较上季度持仓数量增持了2%。微软(MSFT.US)位列第三，持仓约7441.37万股，持仓市值约165.51亿美元，较上季度持仓数量增持了4%。亚马逊(AMZN.US)位列第四，持仓市值约129.24亿美元，较上季度持仓数量增持了2%。标普500指数ETF看跌期权(SPY.US,PUT)位列第五，持仓市值约67.93亿美元，较上季度持仓数量减持了35%。从持仓比例变化来看，前五大买入标的分别是：新兴市场coreETF-iShares(IEMG.US)、通胀债券指数ETF(TIP.US)、JPMorgan BetaBuilders US Mid Cap Equity ETF(BBMC.US)、特斯拉看跌期权(TSLA.US,PUT)、富国银行(WFC.US）。前五大卖出标的分别是：标普500指数ETF看跌期权(SPY.US,PUT)、标普500指数ETF看涨期权(SPY.US,CALL)、阿里巴巴(BABA.US)、标普500指数ETF(SPY.US)、JPMorgan BetaBuilders Europe ETF(BBEU.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":4,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1117947165"}