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文艺复兴科技Q1建仓ServiceNow、谷歌,大幅减持苹果
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href=\"https://laohu8.com/S/VRSN\">威瑞信</a>(VRSN.US)位列第二,持仓约301万股,持仓市值约7.65亿美元,占投资组合比例为1.16%,持仓数量较上季度增加3.39%。</p><p><a href=\"https://laohu8.com/S/CORT\">Corcept医疗</a>(CORT.US)位列第三,持仓约614万股,持仓市值约7.02亿美元,占投资组合比例为1.06%,持仓数量较上季度下降0.90%。</p><p><a href=\"https://laohu8.com/S/HOOD\">Robinhood</a>(HOOD.US)位列第四,持仓约1666万股,持仓市值约6.93亿美元,占投资组合比例为1.05%,持仓数量较上季度大幅增加37.91%。</p><p>有机食品超市Sprouts Farmers Market(SFM.US)位列第五,持仓约426万股,持仓市值约6.51亿美元,占投资组合比例为0.99%,持仓数量较上季度下降4.50%。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/6e6c266c791ca922d9a9e1ca720bdd4d\" tg-width=\"926\" tg-height=\"442\"/></p><p>文艺复兴科技在Q1<strong>建仓</strong><a href=\"https://laohu8.com/S/NOW\">ServiceNow</a>(NOW.US)、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>-C(GOOG.US)、<a href=\"https://laohu8.com/S/AAL\">美国航空</a>(AAL.US)、Coinbase(COIN.US)、<a href=\"https://laohu8.com/S/COST\">好市多</a>(COST.US)等股票,<strong>清仓</strong><a href=\"https://laohu8.com/S/MMM\">3M</a>(MMM.US)等股票。</p><p>从持仓比例变化来看,<strong>前五大买入标的</strong>分别是:<a href=\"https://laohu8.com/S/AVGO\">博通</a>(AVGO.US)、谷歌-A(GOOGL.US)、Meta Platforms(META.US)、Robinhood、<a href=\"https://laohu8.com/S/WMT\">沃尔玛</a>(WMT.US)。</p><p><strong>前五大卖出标的</strong>分别是:<a href=\"https://laohu8.com/S/AAPL\">苹果</a>(AAPL.US)、奈飞(NFLX.US)、<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>(NVDA.US)、Palantir、诺和诺德(NVO.US)。</p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/98197ada8c39d8ccaac7a9312a04a88b\" tg-width=\"513\" tg-height=\"363\"/></p></body></html>","source":"stock_zhitongcaijing","collect":0,"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\" 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href=http://www.zhitongcaijing.com/content/detail/1294029.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,文艺复兴科技公布了截至2025年3月31日第一季度(Q1)的持仓报告(13F)。文艺复兴科技Q1持仓总市值为661亿美元,上一季度为676亿美元,环比下降2%。文艺复兴科技在Q1的投资组合中新增了457只标的,增持1473只标的,减持1442只标的,清仓584只标的;其中前十大持仓标的占总市值的10.65%。在前五大重仓股中,...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1294029.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","relate_stocks":{"LU0476273544.USD":"CT (LUX) I GLOBAL TECHNOLOGY \"BU\" (USD) ACC","LU2764262908.HKD":"BGF GLOBAL UNCONSTRAINED EQUITY \"A2\" (HKD) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU0557290698.USD":"施罗德环球可持续增长基金","BK4571":"数字音乐概念","BK4507":"流媒体概念","LU0943347566.SGD":"安联收益及增长平衡基金AM H2-SGD","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU1880398554.USD":"AMUNDI 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Platforms(META.US)、Robinhood、沃尔玛(WMT.US)。前五大卖出标的分别是:苹果(AAPL.US)、奈飞(NFLX.US)、英伟达(NVDA.US)、Palantir、诺和诺德(NVO.US)。","news_type":1,"symbols_score_info":{"AAPL":1,"GOOG":1,"GOOGL":1,"MACW.SI":0.6,"NOW":1,"USJW.SI":0.6}},"isVote":1,"tweetType":1,"viewCount":235,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":27,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/435680641368632"}
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