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@活报告：「高毅资产」二季度美股持仓披露，第一大重仓股又是它！

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Asset）的二季度机构持仓情况，美股持仓市值达7.62亿美元，环比一季度末的5.54亿美元的市值增长了37.68%。</p>\n<p>截至2024Q2，高毅资产的美股持仓标的共计22家。增持12支，减持4支，建仓1支，清仓3支。</p>\n<p>前十大重仓股分别为拼多多、华住、网易、爱奇艺、Meta、腾讯音乐、百胜中国、中通快递、贝壳和微软。</p>\n<p>对比一季度，拼多多依然为高毅的第一大重仓股，Meta替代雾芯科技进入前十大重仓股行列。</p>\n<p></p>\n<p><strong>一、继续加注拼多多，建仓礼来</strong></p>\n<p>值得注意的是，高毅二季度增持了蝉联头号重仓股的拼多多，以及于一季度建仓的Meta。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/3d32494fcddad14077be4e90a76b8e4b\" tg-width=\"1080\" tg-height=\"582\"><span>图片</span></p>\n<p>在近日的彭博亿万富翁指数榜上，拼多多黄峥超越农夫山泉钟晱晱成为中国首富。从当前披露的13F报告来看，拼多多美股获多家中概股巨头机构加注。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/4cc52d25f1ef269987386e6b3816d23c\" tg-width=\"1080\" tg-height=\"479\"><span>图片</span></p>\n<p style=\"text-align: center;\">来源：捷利交易宝APP</p>\n<p>本季度，高毅建仓礼来（LLY.US），持仓市值约为25.98万美元，持仓占比0.03%，位列第19位。</p>\n<p></p>\n<p><strong>二、减持中通、谷歌-C，清仓百度、特斯拉</strong></p>\n<p>高毅二季度对原第二大重仓股中通快递减持约48%的仓位，减持好未来60.89%的持仓，减持谷歌-C比例达55.56%，减持阿里巴巴比例约33.66%。</p>\n<p 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src=\"https://static.tigerbbs.com/4cc52d25f1ef269987386e6b3816d23c\" tg-width=\"1080\" tg-height=\"479\"><span>图片</span></p>\n<p style=\"text-align: center;\">来源：捷利交易宝APP</p>\n<p>本季度，高毅建仓礼来（LLY.US），持仓市值约为25.98万美元，持仓占比0.03%，位列第19位。</p>\n<p></p>\n<p><strong>二、减持中通、谷歌-C，清仓百度、特斯拉</strong></p>\n<p>高毅二季度对原第二大重仓股中通快递减持约48%的仓位，减持好未来60.89%的持仓，减持谷歌-C比例达55.56%，减持阿里巴巴比例约33.66%。</p>\n<p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bddea9fde3e2751d7d1b899783271818\" tg-width=\"808\" tg-height=\"187\"><span>图片</span></p>\n<p>同时，高毅对上季度刚刚建仓的特斯拉和持仓占比最小的百度进行了清仓，此外还清仓了BOSS直聘。</p>\n<p style=\"text-align: left;\"><strong>（本文首发于活报告公众号，ID：livereport）</strong></p>\n<p></p></body></html>","text":"8月13日晚间，美国SEC披露了高毅资产国际公司（Perseverance Asset）的二季度机构持仓情况，美股持仓市值达7.62亿美元，环比一季度末的5.54亿美元的市值增长了37.68%。 截至2024Q2，高毅资产的美股持仓标的共计22家。增持12支，减持4支，建仓1支，清仓3支。 前十大重仓股分别为拼多多、华住、网易、爱奇艺、Meta、腾讯音乐、百胜中国、中通快递、贝壳和微软。 对比一季度，拼多多依然为高毅的第一大重仓股，Meta替代雾芯科技进入前十大重仓股行列。 一、继续加注拼多多，建仓礼来 值得注意的是，高毅二季度增持了蝉联头号重仓股的拼多多，以及于一季度建仓的Meta。 图片 在近日的彭博亿万富翁指数榜上，拼多多黄峥超越农夫山泉钟晱晱成为中国首富。从当前披露的13F报告来看，拼多多美股获多家中概股巨头机构加注。 图片 来源：捷利交易宝APP 本季度，高毅建仓礼来（LLY.US），持仓市值约为25.98万美元，持仓占比0.03%，位列第19位。 二、减持中通、谷歌-C，清仓百度、特斯拉 高毅二季度对原第二大重仓股中通快递减持约48%的仓位，减持好未来60.89%的持仓，减持谷歌-C比例达55.56%，减持阿里巴巴比例约33.66%。 图片 同时，高毅对上季度刚刚建仓的特斯拉和持仓占比最小的百度进行了清仓，此外还清仓了BOSS直聘。 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