FAANG也分高低！大摩Q3加仓苹果，减持谷歌和Meta

智通财经2022-11-15

根据美国证监会(SEC)披露，摩根士丹利(MS.US)递交了截至2022年9月30日的第三季度持仓报告(13F)。据统计，大摩三季度持仓总市值达7337.15亿美元，上一季度总市值为7704.19亿美元，环比降低5%。大摩在三季度的持仓组合中新增了246只个股，增持了3230只个股；清仓了367只个股，减持了3847只个股。其中前十大持仓标的占总市值的15.88%。在前五大重仓股中，微软(MSFT...

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Damo Q3 increased its position in Apple and reduced its holdings in Google and Meta","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/1fcb1305eeae3350ea93df25cd92fa49","symbols_score_info":{"GOOGL":1},"content_text":"根据美国证监会(SEC)披露，摩根士丹利(MS.US)递交了截至2022年9月30日的第三季度持仓报告(13F)。据统计，大摩三季度持仓总市值达7337.15亿美元，上一季度总市值为7704.19亿美元，环比降低5%。大摩在三季度的持仓组合中新增了246只个股，增持了3230只个股；清仓了367只个股，减持了3847只个股。其中前十大持仓标的占总市值的15.88%。在前五大重仓股中，微软(MSFT.US)依旧位列第一位，持仓约1.02亿股，持仓市值约261.79亿美元，占投资组合比例为3.41%。苹果(AAPL.US)位列第二，持仓约1.82亿股，持仓市值约249.45亿美元，占投资组合比例为3.25%。亚马逊(AMZN.US)位列第三，持仓约1.20亿股，持仓市值约127.86亿美元。标普500指数ETF(SPY.US)位列第四，持仓约3140.93万股，持仓市值约118.49亿美元。谷歌(GOOGL.US)位列第五，持仓约9429.35万股，持仓市值约102.75亿美元。从持仓比例变化来看，前五大买入标的分别是：苹果、亚马逊、特斯拉、标普500指数ETF、美国健康保险巨头信诺(CI.US)。前五大卖出标的分别是：Verizon(VZ.US)、谷歌、康卡斯特(CMCSA.US)、ZOOM视频通讯(ZM.US)、Meta(META.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":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"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/2283250292"}