小摩Q2持仓:继续重仓科技巨头 大幅增持英伟达和微软

格隆汇
Aug 13, 2025

根据美国证券交易委员会(SEC)披露,摩根大通递交了截至2025年6月30日的第二季度持仓报告(13F)。在摩根大通第二季度的前十大重仓股中,科技巨头仍占多数。在前五大重仓股中,微软仍位列第一,持仓1.57亿股,持仓市值约781.23亿美元,占投资组合比例为5.11%,较上季度持仓数量增长10.6%。英伟达位列第二,持仓4.62亿股,持仓市值约730.85亿美元,占投资组合比例为4.78%,较上季度持仓数量增长9.85%。

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