张坤最新持仓：增配美团五粮液 减持贵州茅台腾讯控股
4月22日凌晨，张坤管理的4只产品一季报悉数出炉。从其管理规模最大的易方达蓝筹精选来看(一季度末规模552.72亿元)，该基金一季度末前十大重仓股分别为：贵州茅台、招商银行、腾讯控股、海康威视、泸州老窖、五粮液、香港交易所、洋河股份伊利股份、美团。一季度，张坤对这只产品持有的贵州茅台、腾讯控股、海康威视、洋河股份进行了减持；泸州老窖、五粮液和美团则被增持，其中美团被增持至第十大重仓股，与之相反的是平安银行已退出其前十大重仓股名单；同期，改基金持有招商银行A股1.15亿股不变，同时对香港交易所、伊利股份持仓保持不变。(记者沈述红韩理)
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