根据13F 文件韦尔奇 & 福布斯有限责任公司在截至 6 月 30 日的季度中减持了苹果公司的持仓同时增持了博通公司的股

智通财经
Aug 05
根据13F 文件韦尔奇 & 福布斯有限责任公司在截至 6 月 30 日的季度中减持了苹果公司的持仓同时增持了博通公司的股份。本次分析涵盖的 372 项已披露投资的市值较上一季度增长 4.8%达到 80.1 亿美元。科技股在持仓中的权重涨幅超过其他任何行业;超威半导体(Advanced Micro Devices Inc.)和阿斯麦控股(ASML Holding NV)是新增的科技股持仓。医疗保健股的权重跌幅最大;安捷伦科技(Agilent Technologies Inc.)和 humana 公司(Humana Inc.)是被清仓的医疗保健股。英伟达公司是最大持仓股占资产的 7%。

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