高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta

华尔街见闻2022-08-16

二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

xiaochoochoo
2022-08-16
xiaochoochoo
小心謹慎
淋淼淼
2022-08-16
淋淼淼
Ok
陳春豐
2022-08-16
陳春豐
👍
BenWong78
2022-08-16
BenWong78
😀
PuaTongSeng
2022-08-16
PuaTongSeng
@FooCL ,大行買阿里

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/1156794514?lang=en_US&edition=fundamental","thumbnail":"https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf","is_english":false,"pubTime":"2022-08-16 07:23","share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","id":"1156794514","market":"sh","top_or_hot":-1,"title":"高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta","media":"华尔街见闻","content":"<div>\n<p>二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3667764\">Source Link</a>\n\n</div>\n","source":"highlight_wallstreetcn","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\" />\n<title>高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n高盛二季度增持阿里和美债ETF，减持苹果、谷歌及Meta\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-08-16 07:23 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3667764><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3667764\">Source Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4514","symbol_name":"搜索引擎","start_time":0,"source_url":"https://wallstreetcn.com/articles/3667764","article_id":"1156794514","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/8e87285f5f61644eaba65898e6ccf2bf"],"rights":{"source":"highlight_wallstreetcn","url":"https://wallstreetcn.com/articles/3667764","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=1156794514","pubTimestamp":1660605786,"sourceInfo":{"source_id":"highlight_wallstreetcn","name":"华尔街见闻"},"weMediaInfo":null,"summary":"二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"BK4514":"搜索引擎","BK4127":"投资银行业与经纪业","BK4170":"电脑硬件、储存设备及电脑周边","BK4507":"流媒体概念","BND":"债券指数ETF-Vanguard美国","AAPL":"苹果","GOOGL":"谷歌A","IEI":"iShares Barclays 3-7 Year Trea","GOOG":"谷歌","BK4554":"元宇宙及AR概念","BK4532":"文艺复兴科技持仓","GS":"高盛","BK4515":"5G概念","BK4553":"喜马拉雅资本持仓"},"translate_title":"Goldman Sachs increased its holdings of Ali and US debt ETFs in the second quarter and reduced its holdings of Apple, Google and Meta","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/9a2946ab2009b12f3395353c01c8ed32","symbols_score_info":{"GOOG":0.9,"ZTmain":0.9,"ZNmain":0.9,"ZFmain":0.9,"ZBmain":0.9,"UBmain":0.9,"TNmain":0.9,"IEI":0.9,"GS":0.9,"GOOGL":0.9,"AAPL":0.9,"BND":0.9},"content_text":"二季度，高盛重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊；新建仓多只美债ETF；在增持的股票或基金中，幅度最大的是一只美债ETF，增长幅度达1953%。8月15日周一，高盛递交的13F报告显示，高盛二季度增持阿里巴巴ADR、必需消费品精选行业SPDR基金、iShares安硕MSCI新兴市场ETF、Pinterest等2337只股票或基金。减持苹果、景顺QQQ信托系列1、iShares安硕罗素2000 ETF、谷歌A、Meta、奈飞等2229只股票或ETF。重仓股票或基金包括SPDR标普500 ETF信托、苹果、微软、iShares安硕罗素2000 ETF、以及亚马逊。281个新建仓股票或基金中，规模最大的是IShares美国国债ETF，增持621万份额，价值1.483亿美元；增持IShares美国国债浮动利率债券ETF 112万份额，价值5650万美元；增持SPDR MarketAxess投资级400公司债券ETF 25万份额，价值2470万美元；增持IShares 10-20年期国债ETF 109927份额，价值1320万美元；增持SPDR Portfolio Mortgage Backed Bond ETF 575746份额，价值1320万美元。二季度，高盛清仓的重要股票包括地理定位运营商NextNav的股票896万股，价值6710万美元；体育公司Sportradar198万股，价值3290万美元。二季度高盛增持2337只基金或股票，其中包括美国制药公司安进，增持174%至702万股，价值17.1亿美元，占该公司流通股的1.3%；增持Privia Health Group 83%至 5130万股，价值14.9亿美元，占流通股的47%；大幅增持SPDR彭博1-3个月美国国债ETF 485万份额，增长 1953%至510万份额，价值4.663亿美元；增持联合健康保险19%至487万股，价值25亿美元；增持阿里巴巴 ADR 12%至2530万股，价值28.8亿美元。此外，二季度高盛还增持了消费必需品精选行业SPDR基金、AutoZone Inc.、默克公司、IShares MSCI新兴市场ETF、Pinterest A类股等。二季度高盛减持的股票或基金达2229只。其中包括苹果，减持490920股至7530万股，价值103亿美元；减持景顺QQQ信托系列1基金320万份额至1160 万，价值32.5亿美元；减持IShares罗素2000 ETF 318万份额至2970万只，价值50.3亿美元；减持谷歌母公司Alphabet的A类股160万股至4040万股，价值44亿美元；减持Meta Platforms的A类股127万股至957万，价值15.4亿美元，此外还减持了奈飞等股票或基金。重仓股中，位列第一的是SPDR S&P 500 ETF Trust基金，价值201亿美元；苹果公司，价值103亿美元；微软公司，增持增长488万股，价值103亿美元；IShares罗素2000 ETF，价值50.3亿美元；和亚马逊，价值48.2亿美元。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":9993396271,"gmtCreate":1660621090994,"gmtModify":1676536367615,"author":{"id":"4095548256553960","authorId":"4095548256553960","name":"xiaochoochoo","avatar":"https://static.tigerbbs.com/daa4c71aeb75832cfccf0bf892d1f6ec","vip":1,"crmLevel":1,"crmLevelSwitch":0,"authorIdStr":"4095548256553960","idStr":"4095548256553960"},"htmlText":"小心謹慎","listText":"小心謹慎","text":"小心謹慎","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993396271","repostId":1156794514,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":9993958513,"gmtCreate":1660616295534,"gmtModify":1676536366474,"author":{"id":"3560232049258248","authorId":"3560232049258248","name":"淋淼淼","avatar":"https://community-static.tradeup.com/news/9a362c5f48704c94736ac2049248cb09","vip":1,"hat":"https://static.tigerbbs.com/0a8758340a08196056f8bc1e54805193","crmLevel":5,"crmLevelSwitch":0,"authorIdStr":"3560232049258248","idStr":"3560232049258248"},"htmlText":"Ok","listText":"Ok","text":"Ok","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993958513","repostId":1156794514,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9993044006,"gmtCreate":1660609777007,"gmtModify":1676536363853,"author":{"id":"4095662847592050","authorId":"4095662847592050","name":"陳春豐","avatar":"https://static.tigerbbs.com/a8c8eb12bec8afafb41e4c1d36d3d754","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"4095662847592050","idStr":"4095662847592050"},"htmlText":"👍","listText":"👍","text":"👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993044006","repostId":1156794514,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9993055852,"gmtCreate":1660609155578,"gmtModify":1676536363542,"author":{"id":"3583105234087115","authorId":"3583105234087115","name":"BenWong78","avatar":"https://static.tigerbbs.com/ab93ce829c1388a21eb1da2c92d221ae","vip":1,"crmLevel":2,"crmLevelSwitch":0,"authorIdStr":"3583105234087115","idStr":"3583105234087115"},"htmlText":"😀","listText":"😀","text":"😀","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993055852","repostId":1156794514,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"},{"id":9993028289,"gmtCreate":1660608408444,"gmtModify":1676536363184,"author":{"id":"3586656280148992","authorId":"3586656280148992","name":"PuaTongSeng","avatar":"https://static.tigerbbs.com/3ee3da8bcdfe53b216563ab50afc6e5e","vip":1,"hat":"https://static.tigerbbs.com/4c5ceab71416b120bab4604c0754b52a","crmLevel":2,"crmLevelSwitch":1,"authorIdStr":"3586656280148992","idStr":"3586656280148992"},"htmlText":"@FooCL ,大行買阿里","listText":"@FooCL ,大行買阿里","text":"@FooCL ,大行買阿里","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9993028289","repostId":1156794514,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":50,"commentSize":5,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.29.1","shortVersion":"4.29.1","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/1156794514"}