主动权益基金二季度重仓股出炉!这些股票被大举增持

中国基金报
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随着公募基金2025年二季报披露,主动权益基金最新重仓股也随之出炉。  天相投顾数据显示,二季度末,腾讯控股继续蝉联主动权益基金头号重仓股,宁德时代及贵州茅台继续位居第二、第三大重仓股。  值得注意的是,尽管前三大重仓股保持不变,但公募基金抱团趋势有所减弱。前二十大重仓股中,有19只个股遭到基金减持,仅招商银行获得增持。  在二季度调仓换股的过程中,表现亮眼的光模块板块、创新药板块以及此前低配的...

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