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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":368973183623224,"tweetId":"368973183623224","gmtCreate":1731118919581,"gmtModify":1731118921841,"author":{"id":4188737809947572,"idStr":"4188737809947572","authorId":4188737809947572,"authorIdStr":"4188737809947572","name":"搞钱才重要","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":7,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"html":"<html><head></head><body>没人评论下？</body></html>","htmlText":"<html><head></head><body>没人评论下？</body></html>","text":"没人评论下？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/368973183623224","repostId":2482460352,"repostType":2,"repost":{"id":"2482460352","pubTimestamp":1731117218,"share":"https://www.laohu8.com/m/news/2482460352?lang=&edition=full","pubTime":"2024-11-09 09:53","market":"us","language":"zh","title":"景林资产Q3持仓：大举增持苹果，减持微软、英伟达，清仓特斯拉、亚马逊","url":"https://stock-news.laohu8.com/highlight/detail?id=2482460352","media":"智通财经","summary":"最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。前五大卖出标的包括：微软、英伟达、台积电、阿斯麦、iShares费城半导体ETF。","content":"<html><body><p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。</p><p>最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20241109/1731116944800715.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1731116944800715.png\"/></p><p><strong>在前十大重仓股中，</strong><a href=\"https://laohu8.com/S/PDD\">拼多多</a>(PDD.US)位列第一，持仓约452万股，持仓市值约6.09亿美元，占投资组合比例为19.33%，较上季度持仓数量减少13.24%。</p><p>Meta Platforms(META.US)位列第二，持仓约86万股，持仓市值约4.94亿美元，占投资组合比例为15.69%，较上季度持仓数量减少25.67%。</p><p><a href=\"https://laohu8.com/S/NTES\">网易</a>(NTES.US)位列第三，持仓约328万股，持仓市值约3.07亿美元，占投资组合比例为9.73%，较上季度持仓数量下降14.16%。</p><p><a href=\"https://laohu8.com/S/TSM\">台积电</a>(TSM.US)位列第四，持仓约172万股，持仓市值约2.99亿美元，占投资组合比例为9.49%，较上季度持仓数量减少36.62%。</p><p><a href=\"https://laohu8.com/S/YMM\">满帮</a>(YMM.US)位列第五，持仓约2422万股，持仓市值约2.18亿美元，占投资组合比例为6.93%，较上季度持仓数量减少10.26%。</p><p>位列景林的前十大重仓股的个股还包括：<a href=\"https://laohu8.com/S/FUTU\">富途控股</a>(FUTU.US)、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、<a href=\"https://laohu8.com/S/ZTO\">中通快递</a>(ZTO.US)、Doordash(DASH.US)、<a href=\"https://laohu8.com/S/EDU\">新东方</a>(EDU.US)。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。</p><p><img src=\"https://img.zhitongcaijing.com/image/20241109/1731116940163839.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1731116940163839.png\"/></p><p><strong>从持仓比例变化来看，前五大买入标的分别是：</strong>苹果、中通快速、<a href=\"https://laohu8.com/S/TME\">腾讯音乐</a>(TME.US)、<a href=\"https://laohu8.com/S/BABA\">阿里巴巴</a>(BABA.US)、<a href=\"https://laohu8.com/S/TAL\">好未来</a>(TAL.US)。</p><p><strong>前五大卖出标的包括：</strong>微软(MSFT.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、台积电、<a href=\"https://laohu8.com/S/ASML\">阿斯麦</a>(ASML.US)、<a href=\"https://laohu8.com/S/EEMA\">iShares</a>费城半导体ETF(SOXX.US)。</p><p><img src=\"https://img.zhitongcaijing.com/image/20241109/1731116936729027.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1731116936729027.png\"/></p><p>景林三季度建仓Sea(SE.US)、Alphabet(GOOGL.US)、<a href=\"https://laohu8.com/S/688235\">百济神州</a>(BGNE.US)、<a href=\"https://laohu8.com/S/LEGN\">传奇生物</a>(LEGN.US)、辉瑞(PFE.US)、戴尔科技(DELL.US)。</p><p><img src=\"https://img.zhitongcaijing.com/image/20241109/1731116926240977.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1731116926240977.png\"/></p><p>景林三季度清仓<a href=\"https://laohu8.com/S/BSX\">波士顿科学</a>(BSX.US)、<a href=\"https://laohu8.com/S/MRK\">默沙东</a>(MRK.US)、<a href=\"https://laohu8.com/S/TMO\">赛默飞世尔</a>(TMO.US)、<a href=\"https://laohu8.com/S/ALB\">美国雅保</a>(ALB.US)、亚马逊(AMZN.US)、<a href=\"https://laohu8.com/S/NVO\">诺和诺德</a>(NVO.US)、阿斯麦、iShares费城半导体ETF、特斯拉(TSLA.US)、挚文集团(MOMO.US)、1药网(YI.US)、理想汽车(LI.US)。</p><p><img src=\"https://img.zhitongcaijing.com/image/20241109/1731116932975162.png?x-oss-process=image/format,jpg/quality,Q_90\" title=\"1731116932975162.png\"/></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>景林资产Q3持仓：大举增持苹果，减持微软、英伟达，清仓特斯拉、亚马逊</title>\n<style 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href=\"http://www.zhitongcaijing.com/content/detail/1208887.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","BK4524":"宅经济概念","BK4220":"综合零售","IE00B775SV38.USD":"NEUBERGER BERMAN US MULTICAP OPPORTUNITIES \"A\" (USD) ACC","IE0034235295.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"A\" (USD) ACC","BK4525":"远程办公概念","HK0000320264.USD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (USD) ACC","BK4527":"明星科技股","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","IE00BJTD4V19.USD":"NEUBERGER BERMAN US LONG SHORT EQUITY \"A1\" (USD) ACC","IE00BDCRKT87.USD":"PINEBRIDGE GLOBAL DYNAMIC ASSET ALLOCATION \"ADC\" (USD) INC","TSLA":"特斯拉","LU0082616367.USD":"摩根大通美国科技A（dist）","BK4122":"互联网与直销零售","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc 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CLEARBRIDGE US LARGE CAP GROWTH \"A\" INC","2NVD.UK":"2X NVIDIA ETP","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","HK0000320223.HKD":"TAIKANG KAITAI CHINA NEW OPPORTUNITIES FUND \"A\" (HKD) ACC","IE00B5TLWC47.USD":"BNY MELLON LONG-TERM GLOBAL EQUITY \"B\" (USD) ACC"},"source_url":"http://www.zhitongcaijing.com/content/detail/1208887.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2482460352","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，知名中国私募景林资产递交了截至2024年9月30日的第三季度持仓报告(13F)。最新数据显示，景林资产第三季度持仓总市值为31.5亿美元，上一季度总市值为37.9亿美元。在第三季度的持仓组合中，新增6只个股，增持10只个股;同时清仓了12只个股，减持12只个股。其中，前十大持仓标的占总市值的86.23%。在前十大重仓股中，拼多多(PDD.US)位列第一，持仓约452万股，持仓市值约6.09亿美元，占投资组合比例为19.33%，较上季度持仓数量减少13.24%。Meta Platforms(META.US)位列第二，持仓约86万股，持仓市值约4.94亿美元，占投资组合比例为15.69%，较上季度持仓数量减少25.67%。网易(NTES.US)位列第三，持仓约328万股，持仓市值约3.07亿美元，占投资组合比例为9.73%，较上季度持仓数量下降14.16%。台积电(TSM.US)位列第四，持仓约172万股，持仓市值约2.99亿美元，占投资组合比例为9.49%，较上季度持仓数量减少36.62%。满帮(YMM.US)位列第五，持仓约2422万股，持仓市值约2.18亿美元，占投资组合比例为6.93%，较上季度持仓数量减少10.26%。位列景林的前十大重仓股的个股还包括：富途控股(FUTU.US)、苹果(AAPL.US)、中通快递(ZTO.US)、Doordash(DASH.US)、新东方(EDU.US)。其中，景林在第三季度大幅增持约59万股苹果股票，较上季度持仓数量增长356.95%。从持仓比例变化来看，前五大买入标的分别是：苹果、中通快速、腾讯音乐(TME.US)、阿里巴巴(BABA.US)、好未来(TAL.US)。前五大卖出标的包括：微软(MSFT.US)、英伟达(NVDA.US)、台积电、阿斯麦(ASML.US)、iShares费城半导体ETF(SOXX.US)。景林三季度建仓Sea(SE.US)、Alphabet(GOOGL.US)、百济神州(BGNE.US)、传奇生物(LEGN.US)、辉瑞(PFE.US)、戴尔科技(DELL.US)。景林三季度清仓波士顿科学(BSX.US)、默沙东(MRK.US)、赛默飞世尔(TMO.US)、美国雅保(ALB.US)、亚马逊(AMZN.US)、诺和诺德(NVO.US)、阿斯麦、iShares费城半导体ETF、特斯拉(TSLA.US)、挚文集团(MOMO.US)、1药网(YI.US)、理想汽车(LI.US)。","news_type":1},"isVote":1,"tweetType":1,"viewCount":15,"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":11,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/368973183623224"}