据证券时报数据部统计，今年二季度末有268只基金独家持有的个股，其中26只中报业绩翻倍增长。其中大富科技成为业绩增长幅度最大个股，增长13倍，其次有佰利联、四川双马，分别增长6倍和4倍之多。从基金独门股的持有比例排名看，金卡股份被基金持股占流通A股比例最高，达11.78%，华夏复兴持有529.98万股；工银成长持有万里股份647.5万股，占比7.3%；姚记扑克被基金持有340万股，比例为6.13%。值得关注的是，一些个股被单只基金持有比例较高并且业绩大幅增长，如佰利联、海翔药业、大立科技等，基金持有股数占流通A股比例在3%以上，并且中期净利润同比翻倍增长。另外，招商轮船、新开普、塔牌集团等均为二季度基金的独门新宠。

中期业绩增长的二季度基金独门股一览代码简称基金简称持股数占流通A股比例比一季末增减中报业绩预告类型折算中期净利润折算中期净利润同比申万行业300134大富科技中欧动力37.490.13新进预增36410.001296.44通信002601佰利联诺安汇鑫416.483.72不变预盈1150.00629.85化工000935四川双马银华80018.060.10新进预增2300.00398.29建筑材料601872招商轮船中欧优选85.000.02新进预盈25000.00281.83交通运输002124天邦股份益民红利346.622.51-23.26预盈1800.00279.47农林牧渔300248新开普平安策略4.800.09新进预增101.00262.53计算机002233塔牌集团泰达财富20.760.04新进预增34543.52255.00建筑材料002018华星化工华富优选660.881.56不变预增4700.00253.40化工300175朗源股份民生城镇60.570.13新进预增5828.23215.00农林牧渔002099海翔药业国富中小盘963.773.72-11.16预增750.00203.14医药生物300065海兰信工银信息52.010.32-49.22预盈568.26190.00计算机002577雷柏科技华商主题268.480.9522.88预增8271.00180.00计算机002131利欧股份国联安优选133.790.73-9.69预增11820.48150.00机械设备300091金通灵天治核心252.382.05-12.23预增750.00147.53机械设备000599青岛双星华商大盘504.490.96-34.76预增2548.69145.00化工002254泰和新材华富中小板36.690.07-32.87预增9050.00137.18化工002026山东威达南方策略48.970.21新进预增6377.97125.00机械设备300208恒顺电气南方策略56.110.29新进预增1475.00115.00电气设备300061康耐特南方策略44.980.50新进预增1825.00113.96轻工制造002105信隆实业中欧智选51.250.15新进预增154.00112.00汽车002137实益达长信量化30.160.07新进预增150.00109.04电子000534万泽股份申万量化49.470.24新进预增4700.00108.70房地产002126银轮股份易方达收益A27.530.09新进预增8203.47107.50汽车300105龙源技术上投优势1095.432.13-8.80预增5481.00105.00电气设备002214大立科技中邮优势443.653.07新进预增1896.52105.00电子600748上实发展上证180高ETF9.180.016.24预增58253.10100.00房地产002043兔宝宝银华和谐545.241.24新进预增1300.0095.00建筑材料000789江西水泥富国50016.470.04新进预增24750.0085.00建筑材料002446盛路通信嘉实量化28.130.44新进预增550.0076.50通信002178延华智能国泰目标14.980.06-28.59预增3131.5175.00建筑装饰600755厦门国贸南方500ETF联接3.020.00新进预增50080.1475.00商业贸易000027深圳能源交银等权2.190.00新进预增105001.5065.00公用事业002658雪迪龙建信5003.790.05新进预增5791.9265.00机械设备300011鼎汉技术申万优势20.050.06新进预增3053.6060.00电气设备600460士兰微长盛同鑫50.000.04新进预增5939.3860.00电子000911南宁糖业东吴进取150.730.53新进预亏-5250.0056.13农林牧渔600114东睦股份博时灵活50.210.30新进预增5910.0055.00有色金属600633浙报传媒易方达安心A33.980.06新进预增26448.9050.00传媒300196长海股份长信恒利108.571.004.82预增6400.0048.34化工300001特锐德华宝动力215.000.56-17.46预增7250.0045.67电气设备002472双环传动富安达强债A6.000.0420.00预增5522.8545.00汽车002001新和成华安安顺1666.671.55新进预增59615.4945.00医药生物002402和而泰国泰价值50.090.41新进预增2323.3845.00电子601377兴业证券申万行业69.400.03新进预增59257.7045.00非银金融002334英威腾富安达强债A2.000.01新进预增7429.5740.00电气设备002553南方轴承大摩精选38.040.35新进预增3063.2840.00汽车300041回天新材泰达领先134.021.079.63预增5723.8637.50化工002454松芝股份交银精选1028.154.27不变预增15770.3735.00汽车002445中南重工南方盛元280.001.12新进预增3624.0235.00机械设备002518科士达长盛80040.000.14新进预增5861.7735.00电气设备002587奥拓电子汇丰科技261.641.88新进预增4379.0235.00电子002663普邦园林建信50013.670.06新进预增20954.8835.00建筑装饰300221银禧科技招商安盈142.461.27新进预增1324.1535.00化工000683远兴能源华商5000.570.00新进预亏-7500.0033.35采掘002182云海金属民生蓝筹107.400.49不变预增1400.0030.73有色金属002603以岭药业中银双利A104.171.23-5.58预增19716.8330.00医药生物300349金卡股份华夏复兴529.9811.78-5.20预增6979.9430.00机械设备002267陕天然气天弘策略34.770.03新进预增27765.9530.00公用事业000156华数传媒易方达300ETF联接0.010.00不变预增15750.0029.56传媒300036超图软件新华主题6.380.07新进预亏-950.0026.61计算机300106西部牧业富安达强债A2.480.02新进预增2000.0023.66农林牧渔002042华孚色纺国泰聚信A123.930.153.09预增13849.3320.00纺织服装002689博林特泰信发展78.000.46新进预增6158.8220.00机械设备002321华英农业融通成长644.982.21新进预亏-5500.0018.35农林牧渔002058威尔泰大摩精选45.770.325.15预亏-50.0017.87电气设备002310东方园林浦银价值151.310.33-9.02预增36869.5915.00建筑装饰002140东华科技鹏华治理1005.172.31不变预增10198.0015.00建筑装饰002033丽江旅游诺德债券37.980.20新进预增9579.1315.00休闲服务002100天康生物泰达5000.650.00新进预增8108.4915.00农林牧渔002102冠福家用诺安中创1.180.00新进预增275.0015.00商业贸易002275桂林三金银华8004.760.01新进预增24834.5015.00医药生物002391长青股份富国可转债21.790.14新进预增11769.3915.00化工002453天马精化中邮核心517.940.97新进预增3322.1615.00化工300281金明精机天弘永定25.090.52新进预增2527.4415.00机械设备002251步步高大摩领先450.000.83-16.67预增27467.9112.50商业贸易300126锐奇股份光大行业25.000.16-43.18预增3487.1110.00机械设备002605姚记扑克基金银丰340.006.13-15.00预增6278.8510.00轻工制造002330得利斯国金国鑫42.880.12不变预增3255.0010.00食品饮料002469三维工程博时创业165.550.746.14预平7601.8310.00建筑装饰002327富安娜博时创业115.240.52新进预增14966.8510.00纺织服装300245天玑科技金鹰策略14.670.16新进预增2398.8710.00计算机