大摩Q2持仓:加码美光科技等AI硬件链,减持标普与传统行业标的

【大摩Q2持仓:加码美光科技等AI硬件链,减持标普与传统行业标的】金色财经报道,8月14日,根据美国证券交易委员会(SEC)披露,摩根士丹利递交了截止至2026年6月30日的第二季度持仓报告(13F)。整体来看,大摩持仓变化呈现出“维持核心科技主线、降低指数化敞口、强化主动精选能力”的特征。据统计,大摩第二季度持仓总市值为1.89万亿美元,上一季度总市值为1.66万亿美元,环比上升13.9%。该基金在第二季度的投资组合中新增了449只个股,增持了3850只个股,减持了3280只个股,清仓了334只个股。其中前十大持仓标的占总市值的21.09%。()
热门交易所
排名 # 交易平台 24H成交额 成交涨跌幅 活跃度 交易平台 活跃度
1 $184.55亿 -11.49% 86.7% 86.7%
2 $26.77亿 0.43% 68.6% 68.6%
3 $402.27亿 -8.06% 85.4% 85.4%
4 $9.13亿 -15.01% 69.3% 69.3%
5 $107.89亿 -6.61% 65.3% 65.3%
6 $12.25亿 -8.44% 53.3% 53.3%
7 $2.06亿 18.52% 65.3% 65.3%
8 $7.21亿 -8.57% 68.4% 68.4%
9 $2.77亿 -20.77% 56.9% 56.9%
10 $72.33亿 0.5% 71.1% 71.1%
11 $4.32亿 5.36% 36.2% 36.2%
12 $3,005.08万 -18.87% 59.5% 59.5%
13 $215.22亿 -0.43% 31% 31%
14 $108.29亿 1.28% 76.2% 76.2%
15 $1.39亿 -9.34% 66.9% 66.9%
16 $107.52亿 -12.16% 55.2% 55.2%
17 $11.67亿 -6.3% 26% 26%
18 $16.19亿 27.16% 46.9% 46.9%
19 $1.07亿 -10.82% 31.5% 31.5%
20 $1,665.29万 -20.68% 58.2% 58.2%
今日行情
排名 # 币种 最新价 24H最高 24H最低 24H量 流通市值 24H涨跌幅 币种 最新价 24H涨跌幅
1 $ 77742.4 $7.79万 $7.71万 $2.59亿 $1.55兆 0.48% 0.48%
2 $ 2268.61 $2,275.81 $2,236.21 $1.75亿 $2,738.06亿 1.07% 1.07%
3 $ 1.2488 $1.26 $1.24 $2,216.96万 $760.74亿 -0.5% -0.5%
4 $ 703.3 $709.00 $698.00 $816.63万 $959.02亿 -0.35% -0.35%
5 $ 1.00101 $1.00 $1.00 $3,581.03万 $707.86亿 0.02% 0.02%
6 $ 95.53 $96.87 $95.12 $6,231.97万 $541.22亿 -1.34% -1.34%
7 $ 0.3088 $0.33 $0.30 $8,128.59万 $292.49亿 -5.47% -5.47%
8 $ 0.07551 $0.08 $0.07 $939.52万 $127.03亿 -0.31% -0.31%
9 $ 286.54 $293.06 $283.81 $215.40万 $57.24亿 -1.4% -1.4%
10 $ 88.2 $89.91 $86.31 $5,270.75万 $299.30亿 -1.78% -1.78%
11 $ 0.19242 $0.19 $0.19 $189.82万 $69.18亿 -0.96% -0.96%
12 $ 77528.6 $7.76万 $7.74万 $3,698.80 $99.95亿 -0.08% -0.08%
13 $ 9.416 $9.54 $9.14 $1.29万 $86.79亿 -0.3% -0.3%
15 $ 0.16893 $0.17 $0.17 $121.59万 $54.76亿 -0.11% -0.11%
16 $ 55.93 $56.20 $54.56 $278.89万 $42.91亿 0.92% 0.92%
17 $ 0.07193 $0.07 $0.07 $141.19万 $30.78亿 -0.38% -0.38%
18 $ 1245.48 $1,290.41 $1,240.00 $3,195.13万 $205.21亿 -2.36% -2.36%
19 $ 8.589 $8.63 $8.39 $1,034.85万 $36.95亿 -0.19% -0.19%
20 $ 0.000004677 $0.00 $0.00 $72.37万 $27.56亿 -2.6% -2.6%
21 $ 0.9015 $0.91 $0.89 $765.45万 $34.19亿 -0.17% -0.17%
22 $ 0.05128 $0.05 $0.05 $11.22万 $19.79亿 -0.5% -0.5%
23 $ 0.05029 $0.05 $0.05 $32.10万 $13.45亿 0.53% 0.53%
24 $ 7.124 $7.16 $6.87 $1,550.88万 $45.25亿 1.51% 1.51%
25 $ 0.9528 $0.96 $0.94 $55.89万 $15.75亿 -1.16% -1.16%
26 $ 0.4738 $0.48 $0.47 $6.60万 $15.41亿 0.27% 0.27%
27 $ 3896.92 $3,900.22 $3,892.87 $26.01万 $14.84亿 -0.07% -0.07%
28 $ 0.6997 $0.71 $0.68 $205.21万 $17.46亿 0.93% 0.93%
29 $ 137.78 $138.00 $129.04 $848.95万 $21.10亿 5.51% 5.51%
30 $ 0.0000015192 $0.00 $0.00 $1.86万 $15.19亿 -5.47% -5.47%
31 $ 236.78 $239.03 $234.13 $115.31万 $25.02亿 -0.1% -0.1%
32 $ 110.6 $111.33 $110.03 $21.05万 $23.23亿 -0.47% -0.47%
33 $ 0.000005034 $0.00 $0.00 $2,580.71万 $21.18亿 2.5% 2.5%
34 $ 7.137 $7.20 $7.08 $17.95万 $11.07亿 -0.93% -0.93%
35 $ 4.441 $4.56 $4.26 $5,343.38万 $57.05亿 2.92% 2.92%
36 $ 2.517 $2.53 $2.48 $81.15万 $13.75亿 -0.15% -0.15%
37 $ 0.07736 $0.08 $0.08 $32.03万 $6.49亿 -1.77% -1.77%
38 $ 0.4004 $0.41 $0.39 $615.73万 $10.83亿 -0.37% -0.37%
39 $ 1.502 $1.53 $1.49 $7.02万 $7.31亿 -1.83% -1.83%
40 $ 0.9984 $1.00 $1.00 $174.13万 $9.82亿 -0.03% -0.03%
41 $ 0.18785 $0.20 $0.19 $1,894.18万 $14.95亿 -2.73% -2.73%
42 $ 0.9977 $1.00 $1.00 $1,488.94 $8.53亿 -0.01% -0.01%
43 $ 0.0329 $0.03 $0.03 $85.10万 $8.91亿 -1.34% -1.34%
44 $ 201.65 $208.30 $191.76 $153.75万 $24.34亿 3.72% 3.72%
45 $ 0.0947 $0.10 $0.09 $6.47万 $8.37亿 -1.36% -1.36%
46 $ 0.006059 $0.01 $0.01 $4.66万 $5.01亿 -0.41% -0.41%
47 $ 0.03134 $0.03 $0.03 $17.51万 $5.98亿 -0.06% -0.06%
48 $ 0.6374 $0.64 $0.63 $107.68万 $4.79亿 -0.49% -0.49%

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