FAANG也分高低，大摩Q3加倉蘋果，減持谷歌和Meta
每年的財報季，各大投資機構都會披露最新持倉報告（13F）。投資者可以根據13F披露的信息，瞭解到諸如伯克希爾、橋水基金等明星機構的最新資產配置策略，還能看到機構所持的「聰明錢」流向哪些公司，以獲得投資方向上的參考。歡迎訂閱專題《頂級機構美股調倉大揭祕》，一起探索華爾街金融大鱷的持倉祕密。
根據美國證監會(SEC)披露，摩根士丹利遞交了截至2022年9月30日的第三季度持倉報告(13F)。
據統計，大摩三季度持倉總市值達7337.15億美元，上一季度總市值爲7704.17億美元，環比降低5%。大摩在三季度的持倉組合中新增了246只個股，增持了3230只個股；清倉了267只個股，減持了3847只個股。其中前十大持倉標的佔總市值的15.88%。
在前五大重倉股中，$微軟(MSFT.US)$依舊位列第一位，持倉約1.02億股，持倉市值約261.79億美元，佔投資組合比例爲3.41%。
$蘋果(AAPL.US)$位列第二，持倉約1.82億股，持倉市值約249.45億美元，佔投資組合比例爲3.25%。
$亞馬遜(AMZN.US)$位列第三，持倉約1.20億股，持倉市值約127.86億美元。
$SPDR 標普500指數ETF(SPY.US)$位列第四，持倉約3140.93萬股，持倉市值約118.49億美元。
$谷歌-A(GOOGL.US)$位列第五，持倉約9429.35萬股，持倉市值約102.75億美元。
從持倉比例變化來看，前五大買入標的分別是：蘋果、亞馬遜、特斯拉、標普500指數ETF、美國健康保險巨頭$信諾(CI.US)$。
前五大賣出標的分別是：$Verizon(VZ.US)$、谷歌、$康卡斯特(CMCSA.US)$、$Zoom視頻通訊(ZM.US)$、$Meta Platforms(META.US)$。
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