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圖解主動權益基金二季報

公募基金二季報披露完畢,主動權益基金重倉股曝光。‍‍‍‍‍‍‍‍‍‍‍

寧德時代爲主動權益基金頭號重倉股,持倉市值爲540.72億元;貴州茅臺爲第二大持倉,持有市值306.16億元;對美的集團持有市值達298.06億元,位居第三。

主動權益基金對A股增持前三的公司爲中際旭創、新易盛和滬電股份,二季度增持市值分別爲101.67億元、79.71億元、51.68億元;減持前三的分別是比亞迪、立訊精密和拓荊科技

主動權益基金境外重倉股前三分別爲騰訊控股、阿里巴巴和小米集團,二季度末持倉市值分別爲852.45億元、413.95億元、336.32億元。

主動權益基金對境外重倉股增持前三的分別爲英偉達、微軟和比亞迪股份;減持前三分別爲阿里巴巴、美團和騰訊

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