25Q2非银板块整体持仓占比明显上行，券商、保险板块持仓比例分别为0.90%、1.54%，环比分别上行0.36pct、0.63pct。25Q2股债双牛，基金净值环比转增、同比续增。25Q2全口径基金净值规模为33.7万亿，同比+10%，环比+7%。其中，非货基金保有规模19.5万亿，同比+11%，环比+7%；偏股规模7.5万亿，同比+22%，环比+3%；固收（非货剔除权益）规模12.0万亿，同比+...
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