百亿私募二季度重仓图谱:机械设备、电子、电力设备行业最受青睐

格隆汇
Aug 27
私募排排网统计数据显示,截至8月27日,已有49家百亿私募出现在189家已披露中报的上市公司前十大流通股东名单中,合计持股市值达589.29亿元。 从百亿私募二季度重仓股情况来看,百亿私募在二季度持仓调整较为积极。189只百亿私募重仓股中,新进个股为100只,增持个股占到25只,减持个股为17只,另有47只个股持股数量不变。 从行业层面来看,二季度百亿私募重仓股覆盖了27个申万一级行业,7个行业百亿私募二季度重仓股数量不少于10只。

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