知名基金经理二季度调仓，谢治宇、葛兰、朱少醒有何操作？

Group 1 - Notable fund managers such as Xie Zhiyu, Ge Lan, and Zhu Shaoxing have made significant adjustments to their portfolios in the second quarter as companies continue to disclose their semi-annual reports [1] - Zhu Shaoxing's fund, the Fortune Fund Tianhui Select Growth, has emerged as a major shareholder in several companies, including holding 15 million shares in Guangdong Hongda by the end of Q2, marking a new entry into the top ten circulating shareholders [3] - The fund also increased its holdings in Jifeng Shares by 2 million shares, bringing the total to 30 million shares, while reducing its stake in Guocera Materials from 31 million shares at the end of Q4 last year to 22 million shares by the end of Q2 [3] Group 2 - Ge Lan's fund, the China Europe Medical Health, has also made notable adjustments, appearing in the top ten circulating shareholders of several companies, including Lijuz Group and East China Pharmaceutical, with significant increases in holdings [3] - For instance, the fund increased its holdings in Xin Nuo Wei from approximately 6.27 million shares at the end of Q1 to 20.18 million shares by the end of Q2, an increase of about 13.92 million shares [3] - Xie Zhiyu's fund, the Xingquan He Run LOF, has also been active, becoming a new top ten circulating shareholder in Jixiang Airlines with 18.79 million shares, while reducing its position in Obsidian Light [4]