近日，但斌执掌的东方港湾海外基金向美国证监会（SEC）提供了三季度的13F文件，其美股的最新调仓路径随之揭晓。 截至三季度末，东方港湾海外基金的持仓标的从二季度的13只增加至17只，期末管理规模为12.92亿美元（约92亿元人民币），较二季度末的11.26亿美元有所增长。 但斌在三季度新买入5股，其中大举买入阿里巴巴，英伟达、谷歌依然位列前两大重仓股，并强化AI产业链布局，新进了两家半导体公司——博通、Astera Labs，同时大幅减持亚马逊和奈飞，清仓了2倍做多英伟达ETF。
近日，但斌执掌的东方港湾海外基金向美国证监会（SEC）提供了三季度的13F文件，其美股的最新调仓路径随之揭晓。 截至三季度末，东方港湾海外基金的持仓标的从二季度的13只增加至17只，期末管理规模为12.92亿美元（约92亿元人民币），较二季度末的11.26亿美元有所增长。 但斌在三季度新买入5股，其中大举买入阿里巴巴，英伟达、谷歌依然位列前两大重仓股，并强化AI产业链布局，新进了两家半导体公司——博通、Astera Labs，同时大幅减持亚马逊和奈飞，清仓了2倍做多英伟达ETF。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.