数据口径:偏股型公募基金的前十大重仓股以及陆股通持仓,数据来源为Wind。25Q1 公募基金持仓建材行业分析:重仓配置比例为0.79%,环比下降0.06pct,低配0.17%;基金加仓新材料和玻纤,减仓水泥、消费建材和玻璃。截至25Q1 末,各子板块配置比例由高到低为消费建材0.25%、水泥0.19%、新材料0.18%、玻璃0.08%、玻纤0.06%,25Q1 环比24Q4 变动:消费建材-...
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