小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股

智通财经08-13

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...

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

Alex无心
08-13
Alex无心
6.30的数据，现在都8月，快9月了

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2459299429?lang=zh_CN&edition=full","thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","is_english":false,"pubTime":"2024-08-13 10:22","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2459299429","market":"hk","top_or_hot":-1,"title":"小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1163294.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","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Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股</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Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-13 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1163294.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1163294.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":"MSFT","symbol_name":"微软","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1163294.html","article_id":"2459299429","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d"],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2459299429","pubTimestamp":1723515749,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"英伟达位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、谷歌等科技巨头，同时大举加仓满帮2670万股，以及爱奇艺、哔哩哔哩等中概股，本季度该机构还减持了Nuwellis等股票。从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、博通前五大卖出标的包括：赛富时、摩根大通、施贵宝、SPDR S&P 500 ETF、前进保险。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"MSFT":"微软","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4551":"寇图资本持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","YMM":"满帮","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDA":"英伟达","LU0106831901.USD":"贝莱德世界金融基金A2","BK4232":"货物陆运","BILI":"哔哩哔哩","BK4549":"软银资本持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","META":"Meta Platforms, Inc.","BK4529":"IDC概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4539":"次新股","BK4516":"特朗普概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","AMZN":"亚马逊","BK4585":"ETF&股票定投概念","TTTN":"老虎中美互联网巨头ETF","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4534":"瑞士信贷持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4533":"AQR资本管理(全球第二大对冲基金)","LU":"陆金所","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","GOOGL":"谷歌A","AAPL":"苹果","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","AVGO":"博通","BK4550":"红杉资本持仓"},"translate_title":"JPMorgan Q2 still adds firewood to technology giants such as Nvidia, and aggressively increases its positions in Chinese concept stocks such as Manbang","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/e1b6da137f2689e8f6eabfcd9b1749be","symbols_score_info":{"YMM":1,"TTTN":1,"NVDA":1,"AMZN":0.7,"MSFT":0.7,"META":0.7,"GOOGL":0.7,"AAPL":0.7,"AVGO":0.7,"BILI":0.7,"LU":0.6},"content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)位列第一，持仓1.33亿股，持仓市值约592.68亿美元，占投资组合比例为4.87%，较上季度持仓数量增长3.81%。英伟达(NVDA.US)位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。苹果(AAPL.US)位列第三，持仓1.81亿股，持仓市值约380.77亿美元，占投资组合比例为3.13%，较上季度持仓数量增长15.85%。亚马逊(AMZN.US)位列第四，持仓1.73亿股，持仓市值为334.07亿美元，占投资组合比例为2.74%，较上季度持仓数量增长0.66%。SPDR标普500指数ETF(SPY.US)位列第五，持仓0.56亿股，持仓市值为306.55亿美元，占投资组合比例为2.52%，较上季度持仓数量下降6.68%。摩根大通第二季度建仓了Blackrock Flexible Income ETF(BINC.US)、GE Vernova(GEV.US)、UL Solutions(ULS.US)等股票，清仓了JP Morgan Active Bond ETF(JBND.US) 、Pioneer Natural Resources等股票。值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、谷歌(GOOGL.US)等科技巨头，同时大举加仓满帮(YMM.US)2670万股，以及爱奇艺(IQ.US)、哔哩哔哩(BILI.US)等中概股，本季度该机构还减持了Nuwellis(NUWE.US)等股票。从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、博通(AVGO.US)前五大卖出标的包括：赛富时(CRM.US)、摩根大通、施贵宝(BMY.US)、SPDR S&P 500 ETF(SPY.US)、前进保险(PGR.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":337996159611032,"gmtCreate":1723519140927,"gmtModify":1723519142670,"author":{"id":"4133745639182920","authorId":"4133745639182920","name":"Alex无心","avatar":"https://static.tigerbbs.com/2722a441d6d2633b39d958cb925578ce","vip":1,"hat":"https://static.tigerbbs.com/646756f1284a5a6480ed02cc4fa7d1d2","crmLevel":7,"crmLevelSwitch":1,"idStr":"4133745639182920","authorIdStr":"4133745639182920"},"htmlText":"6.30的数据，现在都8月，快9月了","listText":"6.30的数据，现在都8月，快9月了","text":"6.30的数据，现在都8月，快9月了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/337996159611032","repostId":2459299429,"repostType":4,"repost":{"id":"2459299429","kind":"news","pubTimestamp":1723515749,"share":"https://www.laohu8.com/m/news/2459299429?lang=&edition=full","pubTime":"2024-08-13 10:22","market":"hk","language":"zh","title":"小摩Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股","url":"https://stock-news.laohu8.com/highlight/detail?id=2459299429","media":"智通财经","summary":"英伟达位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、谷歌等科技巨头，同时大举加仓满帮2670万股，以及爱奇艺、哔哩哔哩等中概股，本季度该机构还减持了Nuwellis等股票。从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、博通前五大卖出标的包括：赛富时、摩根大通、施贵宝、SPDR S&P 500 ETF、前进保险。","content":"<html><head></head><body><p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>递交了截止至2024年6月30日的第二季度持仓报告(13F)。</p><p>据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47acd2892c334dd9c0aaedf58a512788\" tg-width=\"605\" tg-height=\"290\"/></p><p>在摩根大通的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)位列第一，持仓1.33亿股，持仓市值约592.68亿美元，占投资组合比例为4.87%，较上季度持仓数量增长3.81%。</p><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。</p><p><a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)位列第三，持仓1.81亿股，持仓市值约380.77亿美元，占投资组合比例为3.13%，较上季度持仓数量增长15.85%。</p><p><a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)位列第四，持仓1.73亿股，持仓市值为334.07亿美元，占投资组合比例为2.74%，较上季度持仓数量增长0.66%。</p><p>SPDR<a href=\"https://laohu8.com/S/IVV\">标普500指数ETF</a>(SPY.US)位列第五，持仓0.56亿股，持仓市值为306.55亿美元，占投资组合比例为2.52%，较上季度持仓数量下降6.68%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/88c8fbff7307446f07077c09d6afc954\" tg-width=\"1021\" tg-height=\"507\"/></p><p>摩根大通第二季度建仓了Blackrock Flexible Income ETF(BINC.US)、GE Vernova(GEV.US)、UL Solutions(ULS.US)等股票，清仓了JP Morgan Active Bond ETF(JBND.US) 、Pioneer Natural Resources等股票。</p><p>值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>(GOOGL.US)等科技巨头，同时大举加仓<a href=\"https://laohu8.com/S/YMM\">满帮</a>(YMM.US)2670万股，以及<a href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(BILI.US)等中概股，本季度该机构还减持了Nuwellis(NUWE.US)等股票。</p><p>从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)</p><p>前五大卖出标的包括：<a href=\"https://laohu8.com/S/CRM\">赛富时</a>(CRM.US)、摩根大通、<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>(BMY.US)、SPDR S&amp;P 500 ETF(SPY.US)、前进保险(PGR.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d73a9c4a863a22ba2ac2780c31b1d5\" tg-width=\"826\" tg-height=\"408\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"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Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股</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Q2仍为英伟达等科技巨头添柴，大举加仓满帮等中概股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-13 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1163294.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1163294.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/93c3dba7c4b0e443e40fe6df5639434d","relate_stocks":{"MSFT":"微软","LU0061474960.USD":"天利环球焦点基金AU Acc","LU1084165304.USD":"FIDELITY WORLD \"A\" (USD) ACC","LU0502904849.HKD":"FIDELITY FUNDS  CHINA INNOVATION \"A\" (HKD) ACC","IE00BBT3K403.USD":"LEGG MASON CLEARBRIDGE TACTICAL DIVIDEND INCOME \"A(USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","BK4551":"寇图资本持仓","LU1261432733.SGD":"Fidelity World A-ACC-SGD","YMM":"满帮","LU0234572021.USD":"高盛美国核心股票组合Acc","IE00BDRTCR15.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC A","LU1670627923.USD":"M&G (LUX) NORTH AMERICAN DIVIDEND \"A\" (USD) ACC","LU2242644610.SGD":"Fidelity China Innovation A-ACC-SGD","IE00BZ1G4Q59.USD":"LEGG MASON CLEARBRIDGE US EQUITY SUSTAINABILITY LEADER \"A\"(USD) INC (A)","NVDA":"英伟达","LU0106831901.USD":"贝莱德世界金融基金A2","BK4232":"货物陆运","BILI":"哔哩哔哩","BK4549":"软银资本持仓","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","LU0061474705.USD":"THREADNEEDLE (LUX) GLOBAL DYNAMIC REAL RETURN \"AU\" (USD) ACC","BK4548":"巴美列捷福持仓","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU0070302665.USD":"FRANKLIN MUTUAL U.S. VALUE \"A\" (USD) ACC","META":"Meta Platforms, Inc.","BK4529":"IDC概念","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","IE000M9KFDE8.USD":"NEUBERGER BERMAN US LARGE CAP VALUE \"A\" (USD) ACC","IE00BMPRXQ63.HKD":"NEUBERGER BERMAN NEXT GENERATION CONNECTIVITY FUND \"A\" (HKDHDG) ACC","LU0056508442.USD":"贝莱德世界科技基金A2","BK4539":"次新股","BK4516":"特朗普概念","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","AMZN":"亚马逊","BK4585":"ETF&股票定投概念","TTTN":"老虎中美互联网巨头ETF","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","BK4534":"瑞士信贷持仓","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","BK4533":"AQR资本管理(全球第二大对冲基金)","LU":"陆金所","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","GOOGL":"谷歌A","AAPL":"苹果","IE0004445239.USD":"JANUS HENDERSON US FORTY \"A2\" (USD) ACC","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","LU0072462426.USD":"贝莱德全球配置 A2","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","AVGO":"博通","BK4550":"红杉资本持仓"},"source_url":"http://www.zhitongcaijing.com/content/detail/1163294.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459299429","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)位列第一，持仓1.33亿股，持仓市值约592.68亿美元，占投资组合比例为4.87%，较上季度持仓数量增长3.81%。英伟达(NVDA.US)位列第二，持仓3.91亿股，持仓市值约482.77亿美元，占投资组合比例为3.97%，较上季度持仓数量增长2.94%。苹果(AAPL.US)位列第三，持仓1.81亿股，持仓市值约380.77亿美元，占投资组合比例为3.13%，较上季度持仓数量增长15.85%。亚马逊(AMZN.US)位列第四，持仓1.73亿股，持仓市值为334.07亿美元，占投资组合比例为2.74%，较上季度持仓数量增长0.66%。SPDR标普500指数ETF(SPY.US)位列第五，持仓0.56亿股，持仓市值为306.55亿美元，占投资组合比例为2.52%，较上季度持仓数量下降6.68%。摩根大通第二季度建仓了Blackrock Flexible Income ETF(BINC.US)、GE Vernova(GEV.US)、UL Solutions(ULS.US)等股票，清仓了JP Morgan Active Bond ETF(JBND.US) 、Pioneer Natural Resources等股票。值得注意的是，该机构本季度增持了微软、英伟达、苹果、亚马逊、META、谷歌(GOOGL.US)等科技巨头，同时大举加仓满帮(YMM.US)2670万股，以及爱奇艺(IQ.US)、哔哩哔哩(BILI.US)等中概股，本季度该机构还减持了Nuwellis(NUWE.US)等股票。从持仓比例变化来看，前五大买入标的为：英伟达、苹果、谷歌、微软、博通(AVGO.US)前五大卖出标的包括：赛富时(CRM.US)、摩根大通、施贵宝(BMY.US)、SPDR S&P 500 ETF(SPY.US)、前进保险(PGR.US)。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":4,"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/2459299429"}