高盛Q3大举买入标普500ETF，增持苹果等科技巨头

智通财经2022-11-15

根据美国证券交易委员会(SEC)披露，华尔街大行高盛递交了截至2022年9月30日的第三季度持仓报告(13F)。统计数据显示，高盛第三季度持仓总市值达到4325.72亿美元，上一季度总市值达4425.71亿美元，市值环比小幅下滑2%。高盛在第三季度的持仓组合中新增了475只个股，增持了2731只个股。同时，该机构减持2415只个股，清仓676只个股。其中，前十大持仓标的占总市值的16.10%。在...

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href=http://www.zhitongcaijing.com/content/detail/831186.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>根据美国证券交易委员会(SEC)披露，华尔街大行高盛递交了截至2022年9月30日的第三季度持仓报告(13F)。统计数据显示，高盛第三季度持仓总市值达到4325.72亿美元，上一季度总市值达4425.71亿美元，市值环比小幅下滑2%。高盛在第三季度的持仓组合中新增了475只个股，增持了2731只个股。同时，该机构减持2415只个股，清仓676只个股。其中，前十大持仓标的占总市值的16.10%。在...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/831186.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0289739343.SGD","symbol_name":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) 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ACC"},"translate_title":"Goldman Sachs Q3 bought the S&P 500ETF in a big way and increased its holdings of technology giants such as Apple","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/38e637f5ee1d32bf4db923a75aa94ca1","symbols_score_info":{"GS":1,"SDS":0.6,"SH":0.6,"SPXU":0.6,".SPX":0.6,"ESmain":0.6},"content_text":"根据美国证券交易委员会(SEC)披露，华尔街大行高盛递交了截至2022年9月30日的第三季度持仓报告(13F)。统计数据显示，高盛第三季度持仓总市值达到4325.72亿美元，上一季度总市值达4425.71亿美元，市值环比小幅下滑2%。高盛在第三季度的持仓组合中新增了475只个股，增持了2731只个股。同时，该机构减持2415只个股，清仓676只个股。其中，前十大持仓标的占总市值的16.10%。在高盛第三季度的前十大重仓股中，大部分获高盛增持。其中标普500指数ETF(IVV.US)的增持幅度超过70%，美股科技巨头——苹果、微软以及亚马逊在第三季度均获高盛增持，但小幅减持谷歌。具体来看，SPDR标普500指数ETF(SPY.US)位列第一，持仓约5241万股，持仓市值约为187亿美元，占投资组合比例为4.33%，较上季度的持仓数量小幅减少1%。苹果(AAPL.US)位列第二，持仓约8186万股，持仓市值约为113亿美元，占投资组合比例为2.62%，较上季度持仓数量增加8%。微软(MSFT.US)位列第三，持仓约4056万股，持仓市值约为94.5亿美元，占投资组合比例为2.18%，较上季度持仓数量小幅增加1%。亚马逊(AMZN.US)位列第四，持仓约4683万股，持仓市值约为52.9万美元，占投资组合比例为1.22%，持仓数量较上季度增加3%。纳指100ETF看跌期权(QQQ.US,PUT)位列第五，持仓约1900万股，持仓市值约为50.8亿美元，占投资组合比例为1.17%，持仓数量较上季度增加21%。前十大重仓股中，排名6-10的标的分别是：罗素2000指数ETF(IWM.US)、iShares标普500指数ETF(IVV.US)、谷歌(GOOGL.US)、SPLK收益票据以及VISA(V.US)。其中，高盛对iShares标普500指数ETF增持幅度达到74%，对信用卡品牌VISA增持幅度更是达到103%，科技公司谷歌遭高盛减持3%。从持仓比例变化来看，前五大买入标的分别是：VISA、iShares标普500指数ETF、苹果、SILICON LABORATORIES收益票据和新兴市场ETF-iShares看涨期权(EEM.US,CALL)。前五大卖出标的包括：SPDR标普500指数ETF看涨期权、SPDR标普500指数ETF看跌期权、SQUARE INC收益票据、黄金ETF看涨期权(GLD.US,CALL)和ON SEMICONDUCTOR收益票据。另外，高盛在第三季度新建仓嘉信理财美国TIPsETF(SCHP.US)、医疗保健行业指数ETF看涨期权(XLV.US,CALL)、MSCI全球ETF看跌期权(ACWI.US,PUT)、英国股市ETF看跌期权(EWU.US,PUT)。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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