投资要点25Q2 主动权益基金食品饮料持仓比例环比继续回落。24Q2-25Q2 主动权益类基金食品饮料重仓比例分别为8.64%、8.14%、7.43%、7.32%、5.50%，25Q2 环比下降1.82pct，持仓环比降幅扩大主因白酒明显减配，25Q2 白酒持仓比例环比-1.96pct 至3.98%，24Q2-25Q2 季末白酒主动基金持仓比例分别为7.53%、6.97%、5.73%、5.94%、...
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