东方港湾美股持仓巨震~

朝阳永续
Aug 03, 2025

美东时间7月29日,但斌执掌的东方港湾旗下海外基金 Oriental Harbor Investment Fund 向美国证监会(SEC)提交了修改后的 13F 文件。从这份文件中,我们能清晰看到该基金在 2025 年二季度对美股持仓进行了大规模调整,呈现出科技股大撤退、银行股与 AI 成新宠的鲜明态势。01美股持仓的核心变化1. 大幅减持科技巨头苹果(AAPL):减持178,369股(-...

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