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;超威半导体和阿斯麦控股是新增的科技股持仓。医疗保健股的权重跌幅最大;安捷伦科技和humana公司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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