中际旭创蝉联主动权益基金头号重仓股，药明康德顶替寒武纪跻身前十_老虎社区_美港股上老虎

中际旭创蝉联主动权益基金头号重仓股，药明康德顶替寒武纪跻身前十

澎湃新闻04-23 17:43

主动权益基金一季度前二十大重仓股出炉。　　截至4月23日，公募基金2026年一季度报告已全部披露完毕。据Wind数据统计，中际旭创（300308.SZ）、宁德时代（300750.SZ）、新易盛（300502.SZ）稳坐主动权益基金（包括普通股票型基金、偏股混合型基金、平衡混合型基金、灵活配置型基金）的前三大重仓股。　　值得注意的是，在这一季度的排位争夺中，中际旭创蝉联主动权益基金头号重仓股；...

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ten","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1.5,"603259":1.5,"688256":1.5,"02359":1.5},"content_text":"主动权益基金一季度前二十大重仓股出炉。　　截至4月23日，公募基金2026年一季度报告已全部披露完毕。据Wind数据统计，中际旭创（300308.SZ）、宁德时代（300750.SZ）、新易盛（300502.SZ）稳坐主动权益基金（包括普通股票型基金、偏股混合型基金、平衡混合型基金、灵活配置型基金）的前三大重仓股。　　值得注意的是，在这一季度的排位争夺中，中际旭创蝉联主动权益基金头号重仓股；宁德时代则凭借更大规模的增持反超新易盛，位居第二大重仓股。　　具体来看，多只基金在一季度大幅加仓相关标的。其中，睿远基金傅鹏博与朱璘管理的睿远成长价值对中际旭创进行了显著增持，增持数量近260万股，使中际旭创首次新晋该基金的持仓前十；广发基金杨冬管理的广发多因子则时隔三年多重新买回了中际旭创，大举买入135.27万股；华泰柏瑞质量成长也对中际旭创增持了123.42万股。　　与此同时，2026年一季度期间，广发多因子是主动权益基金中对宁德时代增持最多的基金，增持数量达262.30万股；银华基金李晓星管理的银华心怡则选择重新建仓宁德时代，对该股增持83.97万股；易方达环保主题、易方达科融、易方达科讯对宁德时代的增持数量均超70万股；永赢基金高楠管理的永赢睿信在2025年下半年买回宁德时代后，又在今年一季度继续坚定加码，增持了65.96万股。　　腾讯控股（00700.HK）、贵州茅台（600519.SH）、东山精密（002384.SZ）、紫金矿业（601899.SH）、阿里巴巴-W（09988.HK）、药明康德（603259.SH）、立讯精密（002475.SZ）分别位列第四至第十位重仓股。　　其中，最大的变动在于药明康德顶替了此前的热门股寒武纪-U（688256.SH），成功跻身主动权益基金持仓前十。从增持力度来看，主动权益基金合计对药明康德的增持高达2128.81万股。　　增减之间，资金的风险偏好切换路径清晰可见。 除了前述的中际旭创、宁德时代以及药明康德，贵州茅台与新易盛同样获得了基金的持续加仓认可。而与之形成鲜明对比的是，紫金矿业与立讯精密遭遇了大幅减持，减持规模均在万股以上；阿里巴巴、东山精密及腾讯控股虽仍位列前十，但也难逃被部分资金获利了结或调出的命运，均遭到不同程度的减持。　　再将观察维度拓展至前二十大重仓股，资金呈现出从高位避险向结构性机会迁徙的特征。其中，在第十一至第二十位的梯队中，中国海洋石油（00883.HK）、源杰科技（688498.SH）、亨通光电（600487.SH）、中微公司（688012.SH）以及思源电气（002028.SZ）均获得显著加仓。　　反观减持端，部分前期涨幅较高的半导体与消费龙头则面临获利了结压力，北方华创（002371.SZ）、天孚通信（300394.SZ）、美的集团（000333.SZ）、沪电股份（002463.SZ）以及恒瑞医药（600276.SH）均遭遇了主动权益基金的减持操作。 （文章来源：澎湃新闻）","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":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}