据美国SEC规定,资产管理规模超过1亿美元的机构需要在每个季度结束后的45天内提交13F报告,披露其所有管理的股权资产持仓情况。目前,绝大多数美股投资机构均已披露了截至2024年9月30日的第三季度持仓情况,包括富国银行、花旗、美国银行在内的机构在三季度期间抛售了科技股。不过,还不清楚是投资逻辑改变,还是因为投资组合风险敞口规划的一部分。美国银行:微软稳坐头号重仓股据SEC披露,第三季度,美国银行...
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