基金一季度重仓股全扫描：宁德时代、中际旭创和新易盛位列前三，贵州茅台持仓降至千亿元以下

每日经济新闻04-23 20:35

新浪财经“酒价内参”重磅上线知名白酒真实市场价尽在掌握　　记者|黄小聪编辑|叶峰　　随着2026年基金一季报披露完毕，基金的整体重仓股情况浮出水面。记者注意到，基金持仓超过千亿元的有3只，分别为宁德时代、中际旭创和新易盛，此外，基金的前五大重仓股均出现减持的情况，其中基金对贵州茅台的持仓降至千亿元以下。　　贵州茅台持仓降至千亿元以下　　Wind数据显示，截至今年一季度末，...

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yuan","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.96,"300502":1.96,"300750":1.96,"600519":1.94,"601857":1.85,"03750":1.96,"00857":1.85,"EVS.SI":0.6},"content_text":"新浪财经“酒价内参”重磅上线 知名白酒真实市场价尽在掌握\n　　记者|黄小聪    编辑|叶峰    \n　　随着2026年基金一季报披露完毕，基金的整体重仓股情况浮出水面。记者注意到，基金持仓超过千亿元的有3只，分别为宁德时代、中际旭创和新易盛，此外，基金的前五大重仓股均出现减持的情况，其中基金对贵州茅台的持仓降至千亿元以下。\n　　贵州茅台持仓降至千亿元以下\n　　Wind数据显示，截至今年一季度末，在A股方面，基金的前20大重仓股如下：\n\n　　从这份重仓名单可以看出，基金持仓超过千亿元的只有3只，分别为宁德时代、中际旭创和新易盛，而去年底时，基金持仓超过千亿元的有5只。\n　　另外，从这20大持仓来看，基金一季度对大部分个股进行了减持，尤其是前5大重仓股的持仓量，较去年底均有不同程度的减少。\n　　其中基金对贵州茅台的持仓降至千亿元以下，对紫金矿业的持仓更是降到700亿元以下；还有中国平安、招商银行、美的集团、阳光电源等也被明显减持。\n　　再看港股方面，基金重仓的前20大个股中，腾讯控股、阿里巴巴-W、中芯国际等个股也被明显减持，加仓的主要是中国海洋石油、长飞光纤光缆、贝壳-W等。\n\n　　加仓中国石油，减持多只银行股\n　　再从加减仓情况来看，先看A股方面，持仓量增加最为明显的20只个股如下：\n\n　　这些加仓个股主要来自能源、信息技术等行业，主要包括中国石油、广汇能源、亨通光电、中国核电等。\n　　再看持仓数量减少比较明显的个股，主要集中在材料、金融等行业，包括紫金矿业、兴业银行、招商银行、中国平安等。\n\n　　加仓能源、消费，减持金融\n　　再看港股方面的加减仓情况，一季度基金主要加仓了中国海洋石油、吉利汽车、商汤-W、中国石油股份、中国飞鹤等个股，加仓方向集中在能源、消费、信息技术。\n\n　　此外，一季度基金主要减持了中国石油化工股份、中国信达、工商银行、中国东方航空股份等个股。主要减持方向也是集中在金融行业。\n\n　　“买手们”入手建材、油气、创新药主题ETF\n　　再看基金“买手们”重仓其他基金的情况，剔除ETF，在其它基金中，被买入较多的20只基金如下：\n\n　　从持仓数量变化情况来看，加仓较多的是富国中债优选投资级信用债指数A、广发中债0-2年政策性金融债A等。\n\n　　持仓数量减少较多的是富国纯债E、博时信用优选E、景顺长城中短债F等基金。\n\n　　而在ETF方面，一季度被买入较多的是国泰中证全指建筑材料ETF、嘉实标普石油天然气勘探及生产精选行业ETF、广发中证香港创新药ETF等。\n封面图片来源：每经媒资库\n\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：宋雅芳","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":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 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