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頂級機構Q4持倉大揭祕,“巴菲特們”都在買什麼?

近日,各大機構的2021年四季度13F已披露完畢。

美國證監會(SEC)規定,管理股票資產超過1億美元的機構,需在每個季度結束的45天內提交該季度末的股票、期權等的持倉報告,即13F,通常被市場當做投資風向標,人們可藉此一窺華爾街大佬的最新投資動向。

這次“巴菲特們”又有哪些大動作呢?哪些個股獲得了頂級機構的青睞?

從6588家機構的四季度持倉報告來看,機構的持倉仍集中於金融、科技、醫療和消費板塊,傳統科技巨頭依舊佔據機構持倉榜前十,包括微軟、蘋果、亞馬遜、谷歌、Meta、英偉達、特斯拉。新能源板塊受到各大機構青睞,除了特斯拉、Rivian,蔚小理這三大造車新勢力也獲得不同程度的加倉。對於備受煎熬的中概互聯網股票,阿裏巴巴減持幅度最大,機構持股數環比減少19%,不過部分機構也逐步顯示出佈局中概股的趨勢。

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