一季度收益率較高的主動權益基金重倉股中集中在電力、資源、家電行業
自2月6日市場低點反彈以來，不少基金淨值逐步回血。今年以來，有近半數主動權益基金實現浮盈。據Choice數據，截至5月底，全市場7400多隻主動權益基金中，3324只基金年內淨值復權增長率為正。
Wind數據顯示，規模超100億主動權益基金中，截至5月底數據，大成高新技術產業A今年以來收益率最高為16.98%；東方紅啟恒三年持有A收益率為16.81%。
今年一季度收益率較高的主動權益基金，重倉股中主要集中在傳統行業，比如電力、資源、家電等。
公開信息顯示，劉旭管理的大成高新技術產業A前十大重倉股包括美的集團、中國移動、格力電器、豪邁科技、中國海洋石油、中興通訊、福耀玻璃等。
張鋒管理的東方紅啟恒三年持有A前十大重倉股包括長江電力、中國海洋石油、紫金礦業、洛陽鉬業、寶鋼股份、華魯恒升等。
與此同時，一些百億級基金經理旗下產品，業績同樣實現“翻盤”。
景順長城基金鮑無可（規模合計約200億），截至5月31日，今年以來該基金經理旗下的景順長城國企價值A收益率達到21.31%。嘉實基金譚麗（規模約200億），今年以來該基金經理旗下的嘉實價值創造三年持有A收益率也實現21.62%。
翻看一季報持倉顯示，重倉股依舊集中在資源和家電領域。
景順長城國企價值A報吿顯示，前十大重倉股為紫金礦業、中國海洋石油、銅陵有色、川投能源、神火股份、華能水電等。
嘉實價值創造三年持有A前十大重倉股為萬華化學、成都銀行、柳工、海信家電、紐威股份、萬科A等。
此外，今年以來歐美股市持續創出歷史新高，受此影響，國內QDII基金淨值走高。
據數據寶統計，460餘隻QDII基金(A、C類不重複計算)，年內復權單位淨值平均增長4.35%，超過70%的QDII基金取得正收益。
截至5月29日，今年以來，205只QDII基金收益率超10%，表現最好的收益率高達30.30%，另外有6只QDII基金年內收益率超20%。
排名靠前的主動型QDII產品，大多都重倉持有全球AI龍頭股英偉達和芯片相關科技公司。數據顯示，今年以來英偉達升幅高達121%，其他相關芯片科技公司升幅大多超過30%以上。 Follow us
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