[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio63d8d902":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio63d8d902","德银Q2增持美光科技(MU)，英伟达(NVDA)位列第一重仓股-建仓2亿美元SpaceX(SPCX)","\u002Fdoc\u002Fdcio63d8d902","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，根据美国证监会(SEC)披露，德意志银行(DB)递交了截止至2026年6月30日的二季度持仓报告(13F)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">据统计，德意志银行二季度持仓总市值达3440亿美元，上一季度总市值为3030亿美元，环比增长13.5%。德意志银行在二季度的持仓组合中新增了285只个股，增持了2238只个股。同时，德意志银行还减持了1016只个股并清仓了203只个股。其中前十大持仓标的占总市值的26.34%。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">在前十大重仓股中英伟达(NVDA) 跃居第一位，持仓9195.4万股，持仓市值约 183.99 亿美元，占投资组合比重为 5.34%(上季度为 5.18%)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">苹果(AAPL) 位列第二，持仓4720.2万股，持仓市值约 136.58 亿美元，占投资组合比重为 3.97%(上季度为 3.90%)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">微软(MSFT) 位列第三，持仓3256.4万股，持仓市值约 121.47 亿美元，占投资组合比重为 3.53%(上季度为 3.99%)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">谷歌(GOOGL) 位列第四，持仓3055.3万股，持仓市值约 109.19 亿美元，占投资组合比重为 3.17%(上季度为 2.79%)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">亚马逊(AMZN) 位列第五，持仓3527.9万股，持仓市值约 84.08 亿美元，占投资组合比重为 2.44%(上季度为 2.22%)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">谷歌-C(GOOG) 、博通(AVGO)、美光科技(MU)、Meta Platforms(META)和AMD(AMD)分列第六至第十。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">从持仓比例变化来看，前五大买入标的分别是美光科技(MU)、谷歌-A(GOOGL)、迈威尔科技(MRVL)、谷歌-C(GOOG)、亚马逊(AMZN)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">前五大卖出标的分别是微软(MSFT)、埃克森美孚(XOM)、爱克斯龙电力(EXC)、T-Mobile US(TMUS)、百事可乐(PEP)。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">值得注意的是，随着SpaceX(SPCX)在2026年6月12日在美国纳斯达克交易所正式挂牌上市，德银在该季度也建仓了该公司，其最新持仓约 133.2 万股，持仓市值约2.28亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]