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_老虎社区_美港股上老虎

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

智通财经08-13

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...

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Alex无心
·08-13
6.30的数据，现在都8月，快9月了
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10:22","market":"hk","language":"zh","title":"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","url":"https://stock-news.laohu8.com/highlight/detail?id=2459299429","media":"智通财经","summary":"英伟达位列第二，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%。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、谷歌等科技巨头，同时大举加仓满帮2670万股，以及爱奇艺、哔哩哔哩等中概股，本季度该机构还减持了Nuwellis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、博通前五大卖出标的包括：赛富时、摩根大通、施贵宝、SPDR S&P 500 ETF、前进保险。","content":"<html><head></head><body><p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，<a href=\"https://laohu8.com/S/JPM\">摩根大通</a>递交了截止至2024年6月30日的第二季度持仓报告(13F)。</p><p>据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/47acd2892c334dd9c0aaedf58a512788\" tg-width=\"605\" tg-height=\"290\"/></p><p>在摩根大通的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)位列第一，持仓1.33亿股，持仓市值约592.68亿美元，占投资组合比例为4.87%，较上季度持仓数量增长3.81%。</p><p><a 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 href=\"https://laohu8.com/S/IQ\">爱奇艺</a>(IQ.US)、<a href=\"https://laohu8.com/S/BILI\">哔哩哔哩</a>(BILI.US)等中概股，本季度该机构还减持了Nuwellis(NUWE.US)等股票。</p><p>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、<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)</p><p>前五大卖出标的包括：<a href=\"https://laohu8.com/S/CRM\">赛富时</a>(CRM.US)、摩根大通、<a href=\"https://laohu8.com/S/BMY\">施贵宝</a>(BMY.US)、SPDR S&amp;P 500 ETF(SPY.US)、前进保险(PGR.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/d3d73a9c4a863a22ba2ac2780c31b1d5\" tg-width=\"826\" tg-height=\"408\"/></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>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</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\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-08-13 10:22 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1163294.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的...</p>\n\n<a 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":{"BK4550":"红杉资本持仓","LU1244550577.SGD":"FTIF - Franklin Global Multi-Asset Income A (Mdis) SGD-H1","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0976567544.SGD":"FTIF - Templeton Global Income A Mdis SGD-H1","NVDA":"英伟达","AMZN":"亚马逊","META":"Meta Platforms, Inc.","LU0211326839.USD":"TEMPLETON GLOBAL INCOME \"A\" (USD) INC","BK4551":"寇图资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","IE00BLSP4239.USD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis USD Plus","AVGO":"博通","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0238689110.USD":"贝莱德环球动力股票基金","BK4549":"软银资本持仓","IE00BN29S564.USD":"JANUS HENDERSON BALANCED \"A3\" (USD) INC","BK4232":"货物陆运","IE00B19Z9505.USD":"美盛-美国大盘成长股A 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ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc"},"source_url":"http://www.zhitongcaijing.com/content/detail/1163294.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2459299429","content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截止至2024年6月30日的第二季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.22万亿美元，上一季度总市值为1.18万亿美元，环比增长3%。该基金在第二季度的投资组合中新增了592只个股，增持了2645只个股，减持了3428只个股，清仓了638只个股。其中前十大持仓标的占总市值的24.27%。在摩根大通的第二季度前十大重仓股中，大型科技巨头仍占多数。在前五大重仓股中，微软(MSFT.US)位列第一，持仓1.33亿股，持仓市值约592.68亿美元，占投资组合比例为4.87%，较上季度持仓数量增长3.81%。英伟达(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%。苹果(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%。亚马逊(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%。SPDR标普500指数ETF(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%。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。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,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":4,"likeStatus":false,"favoriteStatus":false}}