Alex无心
08-13
6.30的数据，现在都8月，快9月了
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
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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 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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 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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,"tweetType":1,"viewCount":739,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":28,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/337996159611032"}
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