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最后的恐龙
2020-08-28
跟不上节奏的，不要瞎买
最新！顶级私募大佬A股持仓大曝光
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09:05","market":"sh","language":"zh","title":"最新！顶级私募大佬A股持仓大曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=1125029713","media":"中国基金报","summary":"上市公司2020年半年报披露即将进入尾声，知名私募大佬的持仓悉数浮出水面，受到市场关注。基金君统计了高毅资产、淡水泉投资、重阳投资、明汯资产、景林资产、千合资本、正心谷、盘京投资、礼仁投资、林园投资等","content":"<div>\n<p>上市公司2020年半年报披露即将进入尾声，知名私募大佬的持仓悉数浮出水面，受到市场关注。基金君统计了高毅资产、淡水泉投资、重阳投资、明汯资产、景林资产、千合资本、正心谷、盘京投资、礼仁投资、林园投资等百亿私募的最新持仓。值得注意的是，淡水泉投资赵军，重阳投资裘国根，高毅资产邓晓峰、冯柳，千合资本王亚伟，正心谷林利军，林园投资林园，盘京投资庄涛等私募大佬，二季度都积极投入A股市场。高毅资产：邓晓峰...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n","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>最新！顶级私募大佬A股持仓大曝光</title>\n<style 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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最新！顶级私募大佬A股持仓大曝光\n</h2>\n\n<h4 class=\"meta\">\n\n2020-08-28 09:05 北京时间 <strong>中国基金报</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>上市公司2020年半年报披露即将进入尾声，知名私募大佬的持仓悉数浮出水面，受到市场关注。基金君统计了高毅资产、淡水泉投资、重阳投资、明汯资产、景林资产、千合资本、正心谷、盘京投资、礼仁投资、林园投资等百亿私募的最新持仓。值得注意的是，淡水泉投资赵军，重阳投资裘国根，高毅资产邓晓峰、冯柳，千合资本王亚伟，正心谷林利军，林园投资林园，盘京投资庄涛等私募大佬，二季度都积极投入A股市场。高毅资产：邓晓峰...</p>\n\n<a href=\"None\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ebb146d9df27844cb787ad545c50986d","relate_stocks":{"399001":"深证成指","399006":"创业板指","000001.SH":"上证指数"},"is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1125029713","content_text":"上市公司2020年半年报披露即将进入尾声，知名私募大佬的持仓悉数浮出水面，受到市场关注。基金君统计了高毅资产、淡水泉投资、重阳投资、明汯资产、景林资产、千合资本、正心谷、盘京投资、礼仁投资、林园投资等百亿私募的最新持仓。值得注意的是，淡水泉投资赵军，重阳投资裘国根，高毅资产邓晓峰、冯柳，千合资本王亚伟，正心谷林利军，林园投资林园，盘京投资庄涛等私募大佬，二季度都积极投入A股市场。高毅资产：邓晓峰依旧重仓紫金矿业冯柳持仓大曝光百亿私募高毅资产的动态备受市场关注，截至目前，二季度，冯柳新进了龙蟒佰利、乐鑫科技、欧菲光、天龙集团、上海家化、得润电子、宇信科技、立昂技术、麦格米特、石基信息、游族网络、康弘药业、科锐国际等公司。同时，冯柳增持了博雅生物、中航机电、羚锐制药等公司；对厦门象屿、洪城水业、蓝帆医疗、顺丰控股、隆鑫通用几家公司保持持股未变。但是减持了利尔化学、盘龙药业、紫光股份、人福医药等；退出了回天新材、好想你、东珠生态等上市公司前十大流动股东。高毅资产首席投资官邓晓峰在今年二季度新进了建投能源，加仓了万东医疗、福斯特、宏发股份等公司，对紫金矿业仍然重仓持有，减持了黔源电力。高毅资产首席研究官卓利伟管理的高毅利伟精选唯实基金，今年二季度新进华峰氨纶，持有2234.23万股，占总股本的0.48%，持股市值达1.13亿元，华峰氨纶是全国最大的氨纶纤维制造企业之一。正心谷重仓新宝股份原汇添富掌门人林利军创建的正心谷，旗下掌管的几只基金也出现在上市公司的十大股东名名单中。其中，近10亿重仓持有新宝股份。Wind数据显示，正心谷价值中国精选二季度增持888.67万股至1776.65万股，而正心谷(檀真)价值中国专享则新进877万股持有。此外，新进了创新药企业富祥药业，正心谷价值中国精选私募证券投资基金、正心成长私募证券投资基金、正心（檀真）价值中国专享私募证券投资基金三只产品合计持有富祥药业1994.86万股，持有市值达到3.90亿元。青松股份、克明面业、超声电子也获得林利军的青睐。淡水泉增持北大荒擅长逆向投资的淡水泉投资掌门人赵军，在今年二季度增持北大荒，旗下五只产品同时持有该股票；同时增持了苏垦农发、洁美科技、濮阳惠成等公司，对启明星辰持股不变。淡水泉投资今年表示，2020年依然是创造超额投资收益好年份。组合中与市场热点契合度最高的以TMT板块为代表的新兴成长以及部分稳定成长属性的品种贡献了大部分收益，而前瞻性布局的周期成长主题并没有进入“收获”阶段，一定程度形成市场风格与业绩表现“脱节”。林园15亿买片仔癀盘京新进震安科技、诚迈科技等林园又重新看好并大力加仓片仔癀。二季度林园有三只产品出现在片仔癀的前十大流通股东,合计持有超880万股，持有市值近超15亿。此外，林园还新进买入96.71万股葵花药业。庄涛掌舵的百亿私募盘京投资，则重仓持有震安科技、诚迈科技、仙乐健康、江山欧派和海欣食品。王亚伟新进保税科技景林新进华发股份原“公募一哥”王亚伟的千合资本，今年二季度新进了保税科技，昀沣16号持有200万股；同时增持了卓易信息，旗下4只产品同时持有该股103.39万股，对凤凰光学保持持股不变。景林资产则在持有3081万股大华股份的基础上，新进买入1315万股华发股份。重阳投资对国投电力持股不变礼仁投资持有水井坊擅长价值投资的裘国根执掌的重阳投资，在二季度继续持有国投电力，4只产品合计持有2.76亿股，同时持有上海家化2957.13万股，持有川投能源2805.90万股。另外，新晋百亿私募礼仁投资持有水井坊452.49万股，保持持股不变。另外，量化百亿私募明汯投资旗下明汯价值成长一期私募投资基金，二季度新进/加仓一大批公司，截至27日晚，合计出现在40多家公司的前十大流通股东中，持仓十分分散，持股市值也不算大，包括中电电机、赛腾股份、米奥会展、宝莱特、伊力特等。","news_type":1},"isVote":1,"tweetType":1,"viewCount":1671,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3527667803686145","authorId":"3527667803686145","name":"社区成长助手","avatar":"https://static.tigerbbs.com/2b7c7106b5c0c8b0037faa67439d898f","crmLevel":1,"crmLevelSwitch":0,"idStr":"3527667803686145","authorIdStr":"3527667803686145"},"content":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","text":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引","html":"终于等到了您的初发帖[比心][比心]发帖时关联相关股票或者相关话题，可以获得更多曝光哦～如果您想创作优质文章，请查看老虎社区创作指引"}],"imageCount":0,"langContent":"CN","totalScore":0}],"lives":[]}
