小摩Q3持仓：科技股仍是主力英伟达超微软成头号爱股

智通财经11-14

智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.67万亿美元，上一季度总市值为1.53万亿美元。该基金在第三季度的投资组合中新增了864只个股，增持了3144只个股，减持了2747只个股，清仓了527只个股。其中前十大持仓标的占总市值的26.36%。在摩根大通第三季度的前十大重仓股...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2583927575?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2025-11-14 16:41","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2583927575","market":"sh","top_or_hot":-1,"title":"小摩Q3持仓：科技股仍是主力 英伟达超微软成头号爱股","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.67万亿美元，上一季度总市值为1.53万亿美元。该基金在第三季度的投资组合中新增了864只个股，增持了3144只个股，减持了2747只个股，清仓了527只个股。其中前十大持仓标的占总市值的26.36%。在摩根大通第三季度的前十大重仓股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1369292.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>小摩Q3持仓：科技股仍是主力 英伟达超微软成头号爱股</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n小摩Q3持仓：科技股仍是主力 英伟达超微软成头号爱股\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-11-14 16:41 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1369292.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.67万亿美元，上一季度总市值为1.53万亿美元。该基金在第三季度的投资组合中新增了864只个股，增持了3144只个股，减持了2747只个股，清仓了527只个股。其中前十大持仓标的占总市值的26.36%。在摩根大通第三季度的前十大重仓股...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1369292.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":"BK4529","symbol_name":"IDC概念","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1369292.html","article_id":"2583927575","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2583927575","pubTimestamp":1763109661,"columns":[],"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"据统计，摩根大通第二季度持仓总市值为1.67万亿美元，上一季度总市值为1.53万亿美元。该基金在第三季度的投资组合中新增了864只个股，增持了3144只个股，减持了2747只个股，清仓了527只个股。在摩根大通第三季度的前十大重仓股中，科技巨头仍占多数。在前五大重仓股中，英伟达超越微软，成为其最大持仓。该行持有英伟达4.89亿股，持仓市值约911.7亿美元，占投资组合比例为5.46%，较上季度持仓数量增长5.63%。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4529":"IDC概念","LU1236620750.USD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (USD) INC","NVDU":"2倍做多NVDA ETF-Direxion","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC","NVDS.UK":"LS -1X NVIDIA","3NVD.UK":"LS 3X NVIDIA","LU1697837992.HKD":"BGF DYNAMIC HIGH INCOME \"A6\" (HKDHDG) INC","LU0210536198.USD":"JPM US GROWTH \"A\" ACC","LU1228905540.USD":"NINETY ONE GSF GLOBAL QUALITY DIVIDEND GROWTH \"A\" (USD) INC 2","LU1668664300.SGD":"Blackrock World Financials A2 SGD-H","LU1236620834.HKD":"HSBC GIF GLOBAL SUSTAINABLE LONG TERM DIVIDEND \"AM2\" (HKD) INC","NVDS":"1.5倍做空NVDA ETF-Tradr","MSFT":"微软","2NVD.UK":"2X NVIDIA ETP","LU2111349929.HKD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (HKD) INC","NVDX":"2倍做多NVDA ETF-T-Rex","TTTN":"老虎中美互联网巨头ETF","NVD":"2倍做空NVDA ETF-GraniteShares","NVDY":"NVDA期权收益策略ETF-YieldMax","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU1035775433.USD":"AB SICAV I - AMERICAN GROWTH PORTFOLIO \"AD\" (USD) INC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0081259029.USD":"UBS (LUX) EQUITY FUND - TECH OPPORTUNITY \"P\" (USD) ACC","BK4608":"AI应用概念股","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","NVDD":"1倍做空NVDA ETF-Direxion","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","NVDA":"英伟达","IE0004086264.USD":"BNY MELLON GLOBAL OPPORTUNITIES \"A\" (USD) ACC","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU1121112475.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USDHDG) ACC","LU1037948541.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"A\" (HKD) ACC","LU0107464264.USD":"abrdn SICAV I - GLOBAL INNOVATION EQUITY \"A\" (USD) ACC","LU1699723380.USD":"ALLSPRING GLOBAL LONG/SHORT EQUITY \"AP\" (USD) ACC","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","NVIW.SI":"NVDA 3xLongSG261006","LU2456880835.USD":"ALLIANZ GLOBAL INCOME \"AT\" (USD) ACC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0312595415.SGD":"Schroder ISF Global Climate Change Equity A Acc SGD","IE0034235303.USD":"PINEBRIDGE US RESEARCH ENHANCED CORE EQUITY \"A\" (USD) ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU1235294995.USD":"FIDELITY GLOBAL TECHNOLOGY \"A\" (USDHDG) ACC","LU0823414478.USD":"法巴经典能源转换基金","NVD2.UK":"2X NVIDIA ETP","03086":"华夏纳指","SNVD.UK":"LS -1X NVIDIA","NVD3.UK":"LS 3X NVIDIA"},"translate_title":"JPMorgan's Q3 positions: Technology stocks are still the main force, Nvidia surpasses Microsoft to become the number one favorite stock","themeId":"10f2a7299025b124db29dc37399d2786","isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"MSFT":1.5,"3NVD.UK":0.6,"NVD3.UK":0.6,"NVD":0.6,"03086":1.5,"NVDU":0.6,"2NVD.UK":0.6,"NVDS":0.6,"SNVD.UK":0.6,"NVIW.SI":0.6,"NVDA":1.5,"NVD2.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVDX":0.6,"NVDY":0.6,"TTTN":1.5},"content_text":"智通财经APP获悉，根据美国证券交易委员会(SEC)披露，摩根大通递交了截至2025年9月30日的第三季度持仓报告(13F)。据统计，摩根大通第二季度持仓总市值为1.67万亿美元，上一季度总市值为1.53万亿美元。该基金在第三季度的投资组合中新增了864只个股，增持了3144只个股，减持了2747只个股，清仓了527只个股。其中前十大持仓标的占总市值的26.36%。在摩根大通第三季度的前十大重仓股中，科技巨头仍占多数。在前五大重仓股中，英伟达超越微软，成为其最大持仓。该行持有英伟达(NVDA.US)4.89亿股，持仓市值约911.7亿美元，占投资组合比例为5.46%，较上季度持仓数量增长5.63%。微软(MSFT.US)仍位列第二，持仓1.59亿股，持仓市值约822.5亿美元，占投资组合比例为4.93%，较上季度持仓数量增长1.11%。苹果(AAPL.US)位列第三，持仓2.37亿股，持仓市值约602.6亿美元，占投资组合比例为3.61%，较上季度持仓数量增长10.2%。META(META.US)位列第四，持仓5471.5万股，持仓市值约401.9亿美元，占投资组合比例为2.41%，较上季度持仓数量降低0.01%。亚马逊(AMZN.US)位列第五，持仓1.83亿股，持仓市值约401.1亿美元，占投资组合比例为2.40%，较上季度持仓数量降低5.26%。从持仓比例变化来看，前五大买入标的为：苹果、英伟达、Alphabet公司C类股 (GOOG.US)、Alphabet公司A类股 (GOOGL.US)和Palantir科技公司 (PLTR.US)。前五大卖出标的包括：亚马逊、iShares核心标普500ETF (IVV.US)、META、奈飞(NFLX.US)和Visa(V.US)。本次调整显示出对部分科技巨头（如苹果、英伟达）的进一步投资，同时减持了另一部分科技股，如Meta和特斯拉(TSLA.US)。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"shareholding","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.35.11","shortVersion":"4.35.11","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2583927575","isCrawlerRequest":true}

小摩Q3持仓：科技股仍是主力 英伟达超微软成头号爱股

精彩评论

小摩Q3持仓：科技股仍是主力英伟达超微软成头号爱股