2026年一季度,“顶流”基金经理、易方达基金张坤旗下三只基金前三大重仓股均为高端白酒股。 4月22日,张坤在管的4只基金悉数披露2026年一季报。截至2026年3月末,张坤旗下在管总规模已降至约416.72亿元。 调仓换股方面,易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有的前三大重仓股均为贵州茅台、五粮液、泸州老窖,其中贵州茅台所占基金净值比均超9.90%,属于“顶格配置”;...
Source Link2026年一季度,“顶流”基金经理、易方达基金张坤旗下三只基金前三大重仓股均为高端白酒股。 4月22日,张坤在管的4只基金悉数披露2026年一季报。截至2026年3月末,张坤旗下在管总规模已降至约416.72亿元。 调仓换股方面,易方达蓝筹精选、易方达优质精选、易方达优质企业三年持有的前三大重仓股均为贵州茅台、五粮液、泸州老窖,其中贵州茅台所占基金净值比均超9.90%,属于“顶格配置”;...
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