二季度基金重倉股曝光，誰獲增持，誰被大賣？

銀柿財經

2025/07/23

隨着二季報披露完畢，公募基金最新重倉股亦浮出水面。據同花順iFinD統計，按持股總市值計，截至二季度末，公募基金前十大重倉股分別為寧德時代（300750.SZ）、貴州茅台（600519.SH）、騰訊控股（00700.HK）、招商銀行（600036.SH）、中國平安（601318.SH）、紫金礦業（601899.SH）、美的集團（000333.SZ）、東方財富（300059.SZ）、長江電力（...

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Who was increased and who was sold?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"80883":0.9,"82318":0.9,"600036":0.9,"600519":0.9,"600760":0.9,"601318":0.9,"601899":0.9,"603259":0.9,"688981":0.9,"03968":0.9,"CIHKY":0.9,"02359":0.9,"02318":0.9,"ZIJMF":0.9,"03750":0.9,"06936":0.9,"09988":0.9,"BYDDY":0.9,"00883":0.9,"EVS.SI":0.6,"ZIJMY":0.9,"00981":0.9,"02899":0.9,"00300":0.9,"JKS":0.61},"content_text":"隨着二季報披露完畢，公募基金最新重倉股亦浮出水面。據同花順iFinD統計，按持股總市值計，截至二季度末，公募基金前十大重倉股分別為寧德時代（300750.SZ）、貴州茅台（600519.SH）、騰訊控股（00700.HK）、招商銀行（600036.SH）、中國平安（601318.SH）、紫金礦業（601899.SH）、美的集團（000333.SZ）、東方財富（300059.SZ）、長江電力（600900.SH）、中芯國際（688981.SH）。按月一季度末，中國平安、紫金礦業位次上升，美的集團、東方財富位次下降。長江電力、中芯國際新進入前十，比亞迪（002594.SZ）、阿里巴巴-W（09988.HK）則跌出前十，分別跌至第17位和第14位。從持股總市值看，截至二季度末，公募基金持倉市值超過千億元的個股僅2只，為寧德時代、貴州茅台，持倉市值分別為1425.88億元、1252.23億元。與一季度末相比，兩隻個股在二季度均被減持。其中，寧德時代持倉基金1770只，較一季度末減少67只，持股總數5.65億股，合計被減持1435萬股，減持比例2.48%。這是寧德時代連續第2個季度被減持，此前一季度，寧德時代被減持6122萬股。重倉貴州茅台的基金共1070只，較一季度末減少106只，持股總數8884.57萬股，合計被減持175.57萬股，減持比例1.94%。同花順iFinD顯示，自去年四季度以來，貴州茅台已連續3個季度被公募基金減持，3個季度合計被淨減持350.53萬股，今年二季度公募的減持力度最大。二季度基金第三大重倉股為騰訊控股，持倉基金共1200只，總持股數1.66億股。騰訊控股同樣在二季度被減持，持倉基金較一季度末減少147只，持股總數減少1731.89萬股，而在一季度，各大基金還加倉了騰訊控股3985萬股。前十大重倉股中，被減持的還有紫金礦業、美的集團，分別被減持2.09%、2.5%，招商銀行、中國平安、東方財富、長江電力、中芯國際則獲增持，增持比例分別為3.95%、8.81%、3.74%、4.47%、2.12%。二季度基金重倉股中，持倉市值超百億元（低於千億元）的共50只，較一季度的44只多6只。從基金持倉變動情況看，滬電股份（002463.SZ）、新易盛（300502.SZ）二季度分別被增持240.53%、100.22%，為唯二增持超100%的個股。在公募基金資金大幅流入下，兩隻個股近期股價表現亮眼，滬電股份二季度上漲31.83%，7月以來（截至7月23日）再漲16.63%；新易盛二季度大漲82.08%，7月以來（截至7月23日）繼續上漲37.14%。二季度被增持超50%的個股還有順豐控股（002352.SZ）、中際旭創（300308.SZ）、信達生物（01801.HK）、中航沈飛（600760.SH），分別被增持92.17%、86.86%、86.33%、78.08%。被減持個股中，有9只個股被減持比例超10%，為中國海洋石油、中芯國際（00981.HK）、藥明康德（603259.SH）、阿里巴巴、格力電器（000651.SZ）、瀘州老窖（000568.SZ）、五糧液（000858.SZ）、立訊精密（002475.SZ）、比亞迪。比亞迪被大幅減持32.32%，為唯一被減持幅度超30%的個股。數據來源：同花順iFinD","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1,"need_auth":false,"code":"91000000","status":"200"}}}