大摩 (Morgan Stanley) 13F Q1 2026 — 新建仓 289 · 加仓 2040 · 减仓 2054 · 清仓 398 / Morgan Stanley 13F Q1 2026 — 289 new · 2040 increased · 2054 decreased · 398 closed

📊 13F Q1 2026

🐳 大摩 (Morgan Stanley) | 管理 $1.7T

🟢 新买入 (289 只)

• SUNB $183M

• BLCR $153M

• LMUB $70M

• Versant Media Group, Inc. Clas… (VSNT) $67M

• TGRT $40M

🟡 加仓 (2040 只)

• 标普500ETF (SPY) +$6.3B (+38%)

• 罗素2000ETF (IWM) +$3.2B (+74%)

• 纳指100ETF (QQQ) +$2.6B (+34%)

• IEMG +$1.9B (+23%)

• 奈飞 (NFLX) +$1.5B (+16%)

🟠 减仓 (2054 只)

• DoorDash, Inc. (DASH) -$1.8B (-17%)

• 雅培 (ABT) -$1.5B (-18%)

• 自动数据处理公司 (ADP) -$1.4B (-38%)

• SPLG -$1.2B (-44%)

• 亚瑟加拉格尔有限公司 (AJG) -$1.1B (-48%)

🔴 清仓 (398 只)

• MMC $1.3B

• FI $798M

• CYBR $409M

• 精密科学 (EXAS) $330M

• ERJ $326M

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📊 13F Q1 2026

🐳 Morgan Stanley | AUM $1.7T

🟢 New buys (289 positions)

• SUNB $183M

• BLCR $153M

• LMUB $70M

• Versant Media Group, Inc. Clas… (VSNT) $67M

• TGRT $40M

🟡 Added (2040 positions)

• SPY +$6.3B (+38%)

• IWM +$3.2B (+74%)

• QQQ +$2.6B (+34%)

• IEMG +$1.9B (+23%)

• Netflix, Inc. (NFLX) +$1.5B (+16%)

🟠 Reduced (2054 positions)

• DoorDash, Inc. (DASH) -$1.8B (-17%)

• Abbott Laboratories (ABT) -$1.5B (-18%)

• Automatic Data Processing, Inc. (ADP) -$1.4B (-38%)

• SPLG -$1.2B (-44%)

• Arthur J. Gallagher & Co. (AJG) -$1.1B (-48%)

🔴 Exited (398 positions)

• MMC $1.3B

• FI $798M

• CYBR $409M

• Exact Sciences Corporation (EXAS) $330M

• ERJ $326M