交运内部快递持仓环比大幅提升，航运股退出基金重仓前十大。Q2 交运消费相关的快递机构持仓大幅提升，航运、铁路运输、港口、高速公路及原材料供应链服务持仓均有所下降。2025Q2 交运行业基金配置总市值达到258 亿元，环比增长17%，配置总市值在申万31 个行业中排名第14 名，环比Q1 持平。交运行业基金持仓占全部基金重仓持股的1.97%，环比Q1 提升0.32pct。交运行业市值占全部A 股市值...
Source Link交运内部快递持仓环比大幅提升，航运股退出基金重仓前十大。Q2 交运消费相关的快递机构持仓大幅提升，航运、铁路运输、港口、高速公路及原材料供应链服务持仓均有所下降。2025Q2 交运行业基金配置总市值达到258 亿元，环比增长17%，配置总市值在申万31 个行业中排名第14 名，环比Q1 持平。交运行业基金持仓占全部基金重仓持股的1.97%，环比Q1 提升0.32pct。交运行业市值占全部A 股市值...
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