易方达张坤二季度“大变阵”:4只基金齐降仓位 蓝筹精选首次买入硬科技

澎湃新闻
Jul 21

二季度,“顶流”基金经理、易方达基金张坤旗下在管4只基金持仓风格出现明显的转向。  7月21日,张坤在管的4只基金悉数披露2026年二季报,股票仓位与前十大重仓股集中度均大幅下调。  作为规模最大的产品,易方达蓝筹精选的换股动作尤为明显。其股票仓位从93.12%一举调降至75%,港股仓位更由46%砍至25%,几近腰斩。持仓层面,该基金在保留白酒、能源和港股互联网底仓的同时,历史性地首次建仓中芯国际...

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