Workflow
易方达基金张坤最新持仓曝光
news flash·2025-07-21 03:24

Core Viewpoint - E Fund's report indicates a stable stock position in its largest fund, E Fund Blue Chip Selection, with adjustments in consumer and technology sectors, highlighting the attractiveness of undervalued stocks with substantial shareholder returns for long-term investors [1] Group 1: Fund Performance - E Fund Blue Chip Selection maintained a stable stock position in Q2, with adjustments made to the structure of consumer and technology sectors [1] - The fund continues to hold high-quality companies with excellent business models, clear industry patterns, and strong competitiveness [1] Group 2: Top Holdings - As of the end of Q2, the top ten holdings of E Fund Blue Chip Selection include Tencent Holdings, Wuliangye, Luzhou Laojiao, Kweichow Moutai, Shanxi Fenjiu, Alibaba-W, JD Health, Yum China, CNOOC, and SF Holding [1] - Compared to the end of Q1, JD Health and SF Holding entered the top ten holdings, while Yanghe Brewery and Meituan-W exited [1]