揭秘阳光私募新进重仓股 持有15股过亿元

据证券时报数据部统计，截止到最新，已经有超过1900只个股披露了2013年三季报。其中，阳光私募的持股情况值得关注。据统计，有178只个股为阳光私募三季度新进重仓股。从持股市值看，阳光私募三季度新进上海医药2820万股，期末持股市值4.39亿元位居持股市值榜单首位；新进铁岭新城2730万股，持股市值2.58亿元位居第二位；新进上柴股份1796万股，持股市值2.3亿元位居第三位；另外金风科技、威孚高科、晨鸣纸业等12只三季度私募新进重仓个股期末持股市值超过亿元。

阳光私募新进重仓股市场表现出现了较大分化，但整体表现仍强于大盘。榜单个股10月以来平均上涨0.17%，略好于大盘同期表现，更好于小盘指数表现。具体看，维尔利10月以来大涨36.74%位居涨幅榜首位，海润光伏、长江投资、梅花伞等29只个股逆势上涨超过10%。跌幅榜上，阳煤化工大跌31.06%位居跌幅榜首位，另外焦点科技、汉王科技、远东股份等24只个股跌幅超过10%。

代码简称新进私募家数新进持股数(万股)持股市值(万元)10月以来涨跌(%)300190维 尔 利148.91785.5336.74600401海润光伏2330.712119.8536.51600119长江投资1399.466187.6634.09002174梅 花 伞1193.393867.8433.10000715中兴商业1359.303643.3028.21000897津滨发展1220.24557.2128.06002515金字火腿112.79174.2227.90002654万润科技275.23680.8026.85000598兴蓉投资1339.131699.0425.15300321同大股份125.53527.4521.93600112长征电气1285.823398.4021.11300082奥克股份1186.001848.8420.72000822山东海化1213.78701.2019.51002202金风科技13194.9922428.8018.52002437誉衡药业1106.973115.0617.69002199东晶电子1247.411949.5917.26000637茂化实华2656.652876.1215.53002287奇正藏药125.35482.4114.03002574明牌珠宝160.00837.6012.97300151昌红科技148.00646.0812.93002324普 利 特1116.551787.8812.78600238海南椰岛2612.104639.7212.01300323华灿光电1267.612967.7511.90300140启源装备1157.242611.7411.74002293罗莱家纺1500.0010015.0011.33002505大康牧业2635.548236.6311.11002397梦洁家纺2494.616899.7810.97002030达安基因2508.106061.6310.65002553南方轴承132.51521.1010.54600845宝信软件1190.835037.8610.53002247帝龙新材141.40570.089.73000581威孚高科1901.0421255.468.65000669金鸿能源1678.8120011.328.34000501鄂武商A1788.089354.538.26002586围海股份2269.043163.898.16002614蒙 发 利1155.302992.687.73000408金 谷 源1120.00793.207.56000488晨鸣纸业24720.6921007.066.97002644佛慈制药146.061045.566.17002394联发股份159.01722.865.63002002鸿达兴业1194.431994.885.56600106重庆路桥1170.01623.945.45002334英 威 腾1530.005708.105.29600890中房股份1170.001110.105.05002629仁智油服2157.671638.195.00601218吉鑫科技1240.01967.244.47002476宝莫股份1165.001163.254.40002677浙江美大137.00371.113.69002641永高股份184.62925.763.66002163中航三鑫1143.28611.823.28000886海南高速1862.293888.943.10000502绿景控股1179.281285.443.07600343航天动力3290.723337.523.05600192长城电工183.35567.612.79000788北大医药1154.252105.462.56002559亚威股份183.39797.222.41002291星 期 六181.22449.972.35002486嘉 麟 杰1292.941948.042.26300218安利股份142.00306.182.19002640百圆裤业163.281559.832.19002536西泵股份119.70314.222.07000045深纺织A2197.381567.191.76002077大港股份161.79367.681.68002630华西能源1432.009383.041.66002459天业通联1330.662172.441.52002590万安科技2111.111267.801.49600736苏州高新1183.00706.381.30002692远程电缆195.10726.561.18300339润和软件1150.502854.991.05002694顾地科技135.06407.430.95002671龙泉股份2730.0012337.000.77600644乐山电力1173.561424.930.61000055方大集团1682.063901.400.52600189吉林森工180.00600.020.13002527新 时 达1162.391779.780.09300130新 国 都137.06567.390.07600350山东高速1255.30778.670.00000710天兴仪表159.64506.900.00002180万 力 达147.83427.12-0.11600439瑞 贝 卡1440.541845.86-0.24600537亿晶光电11205.4516394.08-0.29600573惠泉啤酒1139.00822.88-0.51000545金浦钛业1100.661044.80-0.58601558华锐风电1211.86974.56-0.65002619巨龙管业140.50542.70-0.75300063天龙集团250.06500.60-0.90002517泰亚股份1102.861321.70-1.01000949新乡化纤1150.00442.50-1.02600960渤海活塞140.00275.60-1.31000790华神集团1281.102895.33-1.46600841上柴股份11796.4222994.18-1.48300295三六五网138.753138.68-1.49300183东软载波163.422255.25-1.57002243通产丽星176.57488.50-1.72002556辉隆股份1117.421343.28-1.75000809铁岭新城12730.0025771.20-1.80002703浙江世宝19.00153.82-2.05002495佳隆股份2284.601636.46-2.09600163福建南纸1200.00848.00-2.36002329皇氏乳业153.80713.93-2.49601116三江购物181.35856.63-2.56002328新朋股份21070.009009.40-2.61000825太钢不锈1750.002002.50-2.62002566益盛药业1280.096587.72-2.85300092科新机电138.54386.57-2.89300031宝通带业170.75701.88-3.02002423中原特钢3240.252253.54-3.09300211亿通科技133.66613.93-3.29000789江西水泥1238.502387.39-3.50300346南大光电176.452683.22-3.70002430杭氧股份2299.902414.21-3.85000553沙隆达A1288.903201.07-3.88600052浙江广厦1635.012286.03-3.89600310桂东电力1132.011354.37-4.00600828成商集团41443.427808.92-4.25300298三诺生物170.034232.67-4.73002349精华制药1137.261846.08-4.83002340格 林 美1444.294971.65-4.92002656卡奴迪路133.19512.79-4.98300154瑞凌股份184.17892.20-5.38601117中国化学11526.8012092.26-5.43000576广东甘化2873.017752.35-5.63002012凯恩股份1800.004448.00-5.76600173卧龙地产1246.58769.33-5.77002346柘中建设241.05538.57-5.95002295精艺股份184.46510.13-5.96600420现代制药1559.019497.65-6.59000701厦门信达169.85824.23-6.61300044赛为智能167.56638.44-6.67002330得 利 斯2185.571026.21-6.69002366丹甫股份194.93878.12-6.70600193创兴资源1100.51897.56-6.72300159新研股份171.481206.58-7.35002433太 安 堂3450.428850.81-7.43600373中文传媒1105.662225.23-7.64002463沪电股份1592.002510.08-8.02002121科陆电子1109.25917.71-8.10002678珠江钢琴1358.402716.71-8.31000810华润锦华157.61867.61-8.50300219鸿利光电1158.401278.29-8.67300240飞 力 达134.48364.45-8.70600765中航重机1292.244120.62-8.94300061康 耐 特122.28257.06-9.01300277海 联 讯125.00247.75-9.18300162雷曼光电125.21357.21-9.24300110华仁药业1175.371720.38-9.38601607上海医药12820.0043907.40-9.44002596海南瑞泽189.441029.44-9.47600667太极实业11150.003841.00-9.58002050三花股份11365.2817448.31-9.78600856长百集团1247.701525.83-9.90600099林海股份1129.73751.12-10.02300264佳创视讯150.50457.03-10.06600386北巴传媒1135.701245.73-10.13000831五矿稀土1606.5415763.97-10.39000952广济药业3267.182084.03-10.77300091金 通 灵2826.7111664.90-11.34002091江苏国泰1362.005357.60-11.82002648卫星石化1198.935902.40-11.83600327大 东 方1125.69779.27-11.94300006莱美药业1400.0011848.00-11.95300041回天胶业1503.246632.65-12.90002235安妮股份2164.522370.79-13.25002277友阿股份1646.399333.83-13.99002280新 世 纪164.57994.38-14.16002355兴民钢圈21101.999840.74-14.56000760博盈投资2246.694169.13-14.73000419通程控股1731.345302.21-15.72000156华数传媒3177.675442.17-16.23002511中顺洁柔1137.001789.25-16.39002369卓翼科技1130.002204.80-18.34000681远东股份2248.444278.14-19.22002362汉王科技1137.002146.79-20.23002502骅威股份145.83821.35-21.04002315焦点科技152.352816.56-21.88