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9月30日的现在是11月15日

索罗斯Q3不爱金融爱消费：清仓美国银行，建仓迪士尼

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2020-11-15
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(TMUS)。</p>\n<p><img src=\"https://static.tigerbbs.com/dd252a009b492d241d5e0c6b79dca383\" tg-width=\"591\" tg-height=\"396\"></p>","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>索罗斯Q3不爱金融爱消费：清仓美国银行，建仓迪士尼</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; 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}\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索罗斯Q3不爱金融爱消费：清仓美国银行，建仓迪士尼\n</h2>\n\n<h4 class=\"meta\">\n\n\n2020-11-14 12:44 北京时间&nbsp;&nbsp;&nbsp;<a href=http://zhitongcaijing.com/content/detail/362783.html><strong>智通财经APP</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证监会(SEC)披露，日前索罗斯旗下基金Soros Fund Management递交了截至2020年9月30日的Q3持仓报告。\n最新数据显示，第三季度，索罗斯持仓总市值为40.84亿美元，上一季度总市值为44.82亿美元，环比下降约9.7%。\n\n第三季度内，索罗斯新增46只个股，加仓18只个股，减仓32只个股，同时对55只个股进行了清仓处理。前十大重仓股占总持仓比例的...</p>\n\n<a href=\"http://zhitongcaijing.com/content/detail/362783.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/2d5bfbe6753d37de668d38f4e03a7350","relate_stocks":{"CZR":"凯撒娱乐","GS":"高盛","DIS":"迪士尼","BAC":"美国银行","PLTR":"Palantir Technologies Inc.","QQQ":"纳指100ETF"},"source_url":"http://zhitongcaijing.com/content/detail/362783.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1183093683","content_text":"智通财经APP获悉，根据美国证监会(SEC)披露，日前索罗斯旗下基金Soros Fund Management递交了截至2020年9月30日的Q3持仓报告。\n最新数据显示，第三季度，索罗斯持仓总市值为40.84亿美元，上一季度总市值为44.82亿美元，环比下降约9.7%。\n\n第三季度内，索罗斯新增46只个股，加仓18只个股，减仓32只个股，同时对55只个股进行了清仓处理。前十大重仓股占总持仓比例的56.02%。\n从持仓偏好来看，金融、IT以及可选消费板块位列前三，占总持仓的比例分别为34.32%、22.24%和9.24%。\n\n从持仓来看，第三季度，索罗斯加仓最多的为霍顿房屋、阿拉马克Aramark 、达登饭店、通用汽车、蒂芙尼等可选消费股票。\n建仓做多纳指100ETF(QQQ.US)、Palantir(PLTR.US)、迪士尼等股票。\n减仓谷歌A、花旗、摩根士丹利、博彩股DraftKings(DKNG.US)，T-Mobile US (TMUS)。\n清仓凯撒娱乐、美国银行、高盛、美国合众银行。\n在前五大重仓股中，Liberty Broadband Corp - Class C(LBRDK.US)位列第一，仓位比重为18.48%，持仓市值约7.54亿美元。\n纳指100ETF(QQQ.US)位列第二，仓位比重为7.67%，持仓市值约3.13亿美元。\n霍顿房屋(DHI.US)位列第三，仓位比重为5.66%，持仓市值约2.31亿美元。\n债券指数ETF-iShares iBoxx投资级公司债(LQD.US)位列第四，仓位比重为4.42%，持仓市值约1.81亿美元。\nPalantir(PLTR.US)位列第五，仓位比重为4.29%，持仓市值约1.75亿美元。\n\n前五大买入标的分别是：纳指100ETF(QQQ.US)、Palantir(PLTR.US)、霍顿房屋(DHI.US)、Invesco DEBT-WAYF(PRN)、标普500指数ETF看跌期权(SPY.US,PUT)。\n前五大卖出标的分别是：罗素2000指数ETF看跌期权(IWM.US,PUT)、公共事业指数ETF看涨期权(XLU.US,CALL)、iShares Short-Term Corporate Bond ETF(IGSB.US)、太平洋煤气电力和T-Mobile US, Inc. 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