【但斌美股持仓“大换血”】但斌美股持仓最新出炉。私募排排网最新数据显示，截至2026年二季度末，东方港湾海外基金共持有13只美股标的，持股市值合计约为16.50亿美元，以当前汇率折算约为111亿元人民币，相比2026年一季度末约11.33亿美元的持股市值增长约45.63%。从调仓动作来看，相比一季度，东方港湾海外基金的美股持仓可谓“大换血”。具体操作上，东方港湾海外基金清仓了苹果、三倍做多纳斯达克100ETF、特斯拉、CIRCLE INTERNET GROUP INC等6只标的。同时，其新买入英特尔、闪迪、超威半导体、迈威尔科技、Arm Holdings plc ADR、博通、Lumentum等7只标的，上述标的均为AI硬件相关公司。从整体的持仓情况来看，东方港湾美股第一大重仓股仍为谷歌-C，持仓占其组合的比重约为23%，相比一季度有所减仓。同时，东方港湾还清仓了谷歌-A及二倍做多谷歌ETF。
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