基金一季度重仓股全扫描：宁德时代、贵州茅台、腾讯控股位居前三

每日经济新闻2025-04-23

热点栏目自选股数据中心行情中心资金流向模拟交易客户端　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　每经记者黄小聪每经编辑彭水萍　　随着一季报披露临近尾声，基金一季度的重仓股情况也浮出水面。Wind数据显示，宁德时代、贵州茅台、腾讯控股位居基金重仓股前三，不过宁德时代持股数减少比较明显，另外，公募前二十大持仓中，紫金矿业、比亚迪...

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/2529545759?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-04-23 13:07","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2529545759","market":"us","top_or_hot":-1,"title":"基金一季度重仓股全扫描：宁德时代、贵州茅台、腾讯控股位居前三","media":"每日经济新闻","content":"<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　每经记者 黄小聪    每经编辑 彭水萍\n　　随着一季报披露临近尾声，基金一季度的重仓股情况也浮出水面。Wind数据显示，宁德时代、贵州茅台、腾讯控股位居基金重仓股前三，不过宁德时代持股数减少比较明显，另外，公募前二十大持仓中，紫金矿业、比亚迪...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-04-23/doc-ineucptz4553494.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>基金一季度重仓股全扫描：宁德时代、贵州茅台、腾讯控股位居前三</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基金一季度重仓股全扫描：宁德时代、贵州茅台、腾讯控股位居前三\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-04-23 13:07 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/roll/2025-04-23/doc-ineucptz4553494.shtml><strong>每日经济新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　每经记者 黄小聪    每经编辑 彭水萍\n　　随着一季报披露临近尾声，基金一季度的重仓股情况也浮出水面。Wind数据显示，宁德时代、贵州茅台、腾讯控股位居基金重仓股前三，不过宁德时代持股数减少比较明显，另外，公募前二十大持仓中，紫金矿业、比亚迪...</p>\n\n<a href=\"https://finance.sina.com.cn/roll/2025-04-23/doc-ineucptz4553494.shtml\">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":"IE00BZ08YR35.GBP","symbol_name":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","start_time":0,"source_url":"https://finance.sina.com.cn/roll/2025-04-23/doc-ineucptz4553494.shtml","article_id":"2529545759","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2025-04-23/doc-ineucptz4553494.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2529545759","pubTimestamp":1745384820,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"　　随着一季报披露临近尾声，基金一季度的重仓股情况也浮出水面。Wind数据显示，宁德时代、贵州茅台、腾讯控股位居基金重仓股前三，不过宁德时代持股数减少比较明显，另外，公募前二十大持仓中，紫金矿业、比亚迪、阿里巴巴-W被加仓较多。　　截至一季度末，Wind数据显示，公募基金持有的前三大重仓股分别为宁德时代、贵州茅台和腾讯控股。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"80700":"腾讯控股-R","83189":"易方达白酒-R","300750":"宁德时代","600519":"贵州茅台","IE00BZ08YR35.GBP":"GUINNESS BEST OF CHINA \"C\" (GBP) ACC","LU0501845795.SGD":"瑞银大中华区股票基金P Acc SGD","HK0000306685.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) INC","LU0593848301.USD":"未来资产亚洲卓越消费股票基金A","IE00B067MR52.USD":"FSSA ASIAN EQUITY PLUS \"I\" (USD) ACC","LU0819123356.HKD":"HSBC GIF MANAGED SOLUTIONS ASIA FOCUSED GROWTH \"AC\" (HKD) ACC","LU1629966141.USD":"Aberdeen Standard SICAV I - Asia Pacific Multi Asset A Acc USD","LU2251237488.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC A","JKS":"晶科能源","SG9999004220.SGD":"Nikko AM Shenton Asia Dividend Equity Fund  SGD","LU0359201612.USD":"贝莱德中国基金A2","LU1580142542.USD":"Blackrock Systematic China A-Share Opportunities A2 USD","LU1051768304.USD":"贝莱德新兴市场股票收益A6","LU0211331839.USD":"FRANKLIN MUTUAL GLB DISCOVERY \"A\" (USD) ACC","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","LU2237443622.USD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc USD","IE0003795394.USD":"BNY MELLON ASIAN EQUITY \"A\" (USD) ACC","LU2498475776.HKD":"AMUNDI FUNDS REAL ASSETS TARGET INCOME \"A2\" (HKD) INC","LU2237443978.SGD":"Aberdeen Standard SICAV I - Global Dynamic Dividend A Acc SGD-H","IE00B97KM107.HKD":"FSSA ASIAN EQUITY PLUS \"I\" (HKD) ACC","LU0605514214.HKD":"FIDELITY CHINA CONSUMER \"A\" (HKD) ACC","LU0634319403.HKD":"ALLIANZ HONG KONG EQUITY \"AT\" (HKD) ACC","LU1733274473.HKD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (HKD) INC","LU2097828557.USD":"AZ EQUITY CHINA \"A\" (USD) ACC","LU1734074674.USD":"NINETY ONE GSF ASIA PACIFIC FRANCHISE \"A\"(USD) ACC","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","LU1733274390.USD":"TEMPLETON EMERGING MARKETS DYNAMIC INCOME \"A\" (USD) INC","LU0052750758.USD":"富兰克林中国基金A Acc","LU0488056044.USD":"Allianz Asian Multi Income Plus Cl AM DIS USD","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU0431992006.USD":"摩根大通新兴市场机会A（acc）","LU1794554557.SGD":"Allianz All China Equity AT Acc H2-SGD","LU0611395673.USD":"NINETY ONE GSF EMERGING MARKETS EQUITY \"A\" (USD) ACC","LU0823041008.USD":"AMUNDI FUNDS EMERGING WORLD EQUITY \"A2\" (USD) ACC","IE00BGV7N243.SGD":"FSSA Global Emerging Markets Focus I Acc SGD","TCEHY":"腾讯控股ADR","00700":"腾讯控股","HTCD.SI":"Tencent HK SDR 10to1","LU0106959298.USD":"UBS (LUX) EQUITY FUND - EMERGING MARKETS SUSTAINABLE LEADERS (USD) \"P\" (USD) ACC","LU0011963245.USD":"abrdn SICAV I ASIA PACIFIC SUSTAINAB  LE EQUITY \"A\" (USD) ACC","03189":"易方达白酒","LU1769817179.HKD":"UBS (LUX) EQUITY SICAV - GLOBAL EMERG MARKETS OPPO \"P\" (HKD) INC","LU1242518857.USD":"FULLERTON LUX FUNDS - ASIA ABSOLUTE ALPHA \"I\" (USD) ACC","IE00B8L5B284.USD":"BNY MELLON GLOBAL EMERGING MARKETS OPPORTUNITIES \"B\" (USD) INC","LU0708995153.HKD":"TEMPLETON EMERGING MARKETS \"A\" (HKD) ACC","LU0345776255.USD":"NINETY ONE GSF ASIAN EQUITY \"A\" (USD) INC"},"translate_title":"Full scan of the fund's awkward holdings in the first quarter: CATL, Kweichow Moutai, and Tencent Holdings ranked among the top three","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80700":0.6,"83189":1,"300750":1,"600519":1,"00700":1,"HTCD.SI":0.6,"TCEHY":0.6,"EVS.SI":0.6,"03189":1,"JKS":1},"content_text":"热点栏目\n\n自选股\n数据中心\n行情中心\n资金流向\n模拟交易\n\n客户端\n\n\n　　炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！ 　　每经记者 黄小聪    每经编辑 彭水萍\n　　随着一季报披露临近尾声，基金一季度的重仓股情况也浮出水面。Wind数据显示，宁德时代、贵州茅台、腾讯控股位居基金重仓股前三，不过宁德时代持股数减少比较明显，另外，公募前二十大持仓中，紫金矿业、比亚迪、阿里巴巴-W被加仓较多。\n　　而在增减持方面，基金一季度主要加仓了芯原股份、澜起科技、阿里巴巴-W、中芯国际等个股，减持了中信证券、五粮液、英伟达、特斯拉等个股。\n　　截至一季度末，Wind数据显示，公募基金持有的前三大重仓股分别为宁德时代、贵州茅台和腾讯控股。\n　　具体来看，共有1861只基金持有宁德时代，持仓总市值达1467.82亿元；共有1192只基金持有贵州茅台，持仓总市值达1414.93亿元；共有1361只基金持有腾讯控股，持仓市值约848.95亿元。\n　　从持仓变动来看，基金在一季度明显减持了宁德时代，加仓了腾讯控股。\n\n　　其他个股方面，紫金矿业、比亚迪、阿里巴巴-W在一季度也被基金加仓比较明显，而基金减持的个股主要是长江电力、五粮液、海光信息、立讯精密等。\n　　再看基金一季度的主要加仓标的，在A股方面，基金一季度加仓的主要是比亚迪、紫金矿业、芯原股份、澜起科技、九号公司-WD等。\n\n　　在非A股的公司中，基金一季度主要增持了阿里巴巴-W、中芯国际、小鹏汽车-W、快手-W、京东集团-SW等。\n\n　　在减持方面，基金一季度减持的A股公司主要包括了中信证券、宁德时代、五粮液、中际旭创、沪电股份等。\n　　而在非A股公司方面，基金一季度主要减持了英伟达、特斯拉等。\n\n　　最后，从基金重仓的基金品种来看，截至一季度末，基金重仓持有多只黄金ETF超过了100亿元，不过主要的持仓是来自于场外的联接基金。\n　　此外，从份额变动来看，基金持有的多只黄金ETF在一季度的份额实际上是减少的，但随着金价持续上涨，整体持仓市值反而不断攀升，并纷纷跻身前五。\n\n　　而如果剔除联接基金所持有的份额，在FOF产品的重仓基金中，Wind数据显示，海富通中证短融ETF、华安黄金ETF、华夏恒生ETF是基金比较偏爱的标的。\n封面图片来源：视觉中国-VCG211308670616\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.0","shortVersion":"4.36.0","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/2529545759","isCrawlerRequest":true}