Lagom实盘【2025半年报】

Lagom投资2025-06-30

管理各账户净值[截至2025-06-30]LagomA账户持仓分类：六月迎来分红季，股息顺手归入现金储备充裕流动性、并偿还部分融资。月末小幅调减Q2大涨的港股医药/香港证券，加给双创ETF/医疗ETF。月度主账户净值+6.87%，持续新高ing~持仓内主要行业，年初至今涨跌：中证银行：+12.98%保险主题：+6.68%证券公司：-3.34%国证有色：+14.52%中证医疗：+0.79%中证医药：...

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