主力持仓

FundHolderListMapping

字段映射 基金持仓数据

FundHolderList

FundHolderList(
    holder_code: Optional[str] = None,
    date: Optional[str] = None,
    size: Optional[int] = 20,
    verbose: Optional[bool] = False,
    logger: Optional[Callable] = None,
    **kwargs: Any
)

查询 依据基金代码查询基金持仓数据

Notes

from wisecon.stock.main_holder import *

data = FundHolderList(holder_code="516060", date="2024-09-30").load()
data.to_frame(chinese_column=True)

Parameters:

Name	Type	Description	Default
holder_code	Optional[str]	持有组织代码/基金代码	None
date	Optional[str]	报告日期	None
size	Optional[int]	数据条数	20
verbose	Optional[bool]	是否打印日志	False
logger	Optional[Callable]	日志记录器	None
**kwargs	Any	其他参数	{}

Source code in wisecon\stock\main_holder\fund_holder.py

def __init__(
        self,
        holder_code: Optional[str] = None,
        date: Optional[str] = None,
        size: Optional[int] = 20,
        verbose: Optional[bool] = False,
        logger: Optional[Callable] = None,
        **kwargs: Any
):
    """
    Notes:
        ```python
        from wisecon.stock.main_holder import *

        data = FundHolderList(holder_code="516060", date="2024-09-30").load()
        data.to_frame(chinese_column=True)
        ```

    Args:
        holder_code: `持有组织代码/基金代码`
        date: 报告日期
        size: 数据条数
        verbose: 是否打印日志
        logger: 日志记录器
        **kwargs: 其他参数
    """
    self.holder_code = holder_code
    self.date = date
    self.size = size
    self.mapping = FundHolderListMapping()
    self.verbose = verbose
    self.logger = logger
    self.kwargs = kwargs
    self.request_set(description="基金持仓数据",)
    self.conditions = []
    self.validate_holder_code(code=holder_code)
    self.validate_date_is_end_if_quarter(date=date)

MainHolderMapping

字段映射 机构持股一览表

MainHolder

MainHolder(
    holder: Optional[
        Literal[
            "基金", "QFII", "社保", "券商", "保险", "信托"
        ]
    ] = None,
    status: Optional[
        Literal["全部", "增持", "减持"]
    ] = "全部",
    date: Optional[str] = None,
    size: Optional[int] = 50,
    verbose: Optional[bool] = False,
    logger: Optional[Callable] = None,
    **kwargs: Any
)

查询 机构持股一览表

Notes

from wisecon.stock.main_holder import *

data = MainHolder(holder="基金", date="2024-09-30").load()
data.to_frame(chinese_column=True)

Parameters:

Name	Type	Description	Default
holder	Optional[Literal['基金', 'QFII', '社保', '券商', '保险', '信托']]	机构类型	None
status	Optional[Literal['全部', '增持', '减持']]	持股变动情况	'全部'
date	Optional[str]	查询日期	None
size	Optional[int]	数据条数	50
verbose	Optional[bool]	是否打印日志	False
logger	Optional[Callable]	日志记录器	None
**kwargs	Any	其他参数	{}

Source code in wisecon\stock\main_holder\main_holder.py

def __init__(
        self,
        holder: Optional[Literal["基金", "QFII", "社保", "券商", "保险", "信托"]] = None,
        status: Optional[Literal["全部", "增持", "减持"]] = "全部",
        date: Optional[str] = None,
        size: Optional[int] = 50,
        verbose: Optional[bool] = False,
        logger: Optional[Callable] = None,
        **kwargs: Any
):
    """
    Notes:
        ```python
        from wisecon.stock.main_holder import *

        data = MainHolder(holder="基金", date="2024-09-30").load()
        data.to_frame(chinese_column=True)
        ```

    Args:
        holder: 机构类型
        status: 持股变动情况
        date: 查询日期
        size: 数据条数
        verbose: 是否打印日志
        logger: 日志记录器
        **kwargs: 其他参数
    """
    self.holder = holder
    self.status = status
    self.date = date
    self.size = size
    self.mapping = MainHolderMapping()
    self.verbose = verbose
    self.logger = logger
    self.kwargs = kwargs
    self.request_set(description="机构持股一览表",)
    self.validate_date_is_end_if_quarter(date=date)

StockHolderMapping

字段映射 股票的机构持有者清单

StockHolder

StockHolder(
    security_code: Optional[str] = None,
    holder: Optional[
        Literal[
            "基金", "QFII", "社保", "券商", "保险", "信托"
        ]
    ] = None,
    date: Optional[str] = None,
    size: Optional[int] = 50,
    verbose: Optional[bool] = False,
    logger: Optional[Callable] = None,
    **kwargs: Any
)

查询 股票的机构持有者清单

Notes

from wisecon.stock.main_holder import *

data = StockHolder(security_code="603350", holder="基金", date="2024-09-30").load()
data.to_frame(chinese_column=True)

Parameters:

Name	Type	Description	Default
security_code	Optional[str]	股票代码	None
holder	Optional[Literal['基金', 'QFII', '社保', '券商', '保险', '信托']]	机构类型	None
date	Optional[str]	查询日期	None
size	Optional[int]	数据条数	50
verbose	Optional[bool]	是否打印日志	False
logger	Optional[Callable]	日志记录器	None
**kwargs	Any	其他参数	{}

Source code in wisecon\stock\main_holder\stock_holder.py

def __init__(
        self,
        security_code: Optional[str] = None,
        holder: Optional[Literal["基金", "QFII", "社保", "券商", "保险", "信托"]] = None,
        date: Optional[str] = None,
        size: Optional[int] = 50,
        verbose: Optional[bool] = False,
        logger: Optional[Callable] = None,
        **kwargs: Any
):
    """
    Notes:
        ```python
        from wisecon.stock.main_holder import *

        data = StockHolder(security_code="603350", holder="基金", date="2024-09-30").load()
        data.to_frame(chinese_column=True)
        ```

    Args:
        security_code: 股票代码
        holder: 机构类型
        date: 查询日期
        size: 数据条数
        verbose: 是否打印日志
        logger: 日志记录器
        **kwargs: 其他参数
    """
    self.security_code = security_code
    self.holder = holder
    self.date = date
    self.size = size
    self.mapping = StockHolderMapping()
    self.verbose = verbose
    self.logger = logger
    self.kwargs = kwargs
    self.request_set(description="股票的机构持有者清单",)
    self.validate_security_code(code=security_code)
    self.validate_date_is_end_if_quarter(date=date)

StockHolderCollectMapping

字段映射 依据股票代码查询股票基金机构对该股票的汇总信息

StockHolderCollect

StockHolderCollect(
    security_code: Optional[str] = None,
    date: Optional[str] = None,
    size: Optional[int] = 8,
    verbose: Optional[bool] = False,
    logger: Optional[Callable] = None,
    **kwargs: Any
)

查询 依据股票代码查询股票基金机构对该股票的汇总信息

Notes

from wisecon.stock.main_holder import *

data = StockHolderCollect(security_code="002475", date="2024-09-30").load()
data.to_frame(chinese_column=True)

Parameters:

Name	Type	Description	Default
security_code	Optional[str]	股票代码	None
date	Optional[str]	报告日期	None
size	Optional[int]	数据条数	8
verbose	Optional[bool]	是否打印日志	False
logger	Optional[Callable]	日志记录器	None
**kwargs	Any	其他参数	{}

Source code in wisecon\stock\main_holder\stock_holder_collect.py

def __init__(
        self,
        security_code: Optional[str] = None,
        date: Optional[str] = None,
        size: Optional[int] = 8,
        verbose: Optional[bool] = False,
        logger: Optional[Callable] = None,
        **kwargs: Any
):
    """
    Notes:
        ```python
        from wisecon.stock.main_holder import *

        data = StockHolderCollect(security_code="002475", date="2024-09-30").load()
        data.to_frame(chinese_column=True)
        ```

    Args:
        security_code: 股票代码
        date: 报告日期
        size: 数据条数
        verbose: 是否打印日志
        logger: 日志记录器
        **kwargs: 其他参数
    """
    self.security_code = security_code
    self.date = date
    self.size = size
    self.mapping = StockHolderCollectMapping()
    self.verbose = verbose
    self.logger = logger
    self.kwargs = kwargs
    self.request_set(description="依据股票代码查询股票基金机构对该股票的汇总信息",)
    self.conditions = []
    self.validate_security_code(security_code)
    self.validate_date_is_end_if_quarter(date=date)

StockFundHolderHistoryMapping

字段映射 依据股票代码查询股票基金机构对该股票的持仓历史

StockFundHolderHistory

StockFundHolderHistory(
    security_code: Optional[str] = None,
    start_date: Optional[str] = "2015-09-30",
    size: Optional[int] = 20,
    verbose: Optional[bool] = False,
    logger: Optional[Callable] = None,
    **kwargs: Any
)

查询 依据股票代码查询股票基金机构对该股票的持仓历史

Notes

from wisecon.stock.main_holder import *

data = StockFundHolderHistory(security_code="002475").load()
data.to_frame(chinese_column=True)

Parameters:

Name	Type	Description	Default
security_code	Optional[str]	股票代码	None
start_date	Optional[str]	报告日期	'2015-09-30'
size	Optional[int]	数据条数	20
verbose	Optional[bool]	是否打印日志	False
logger	Optional[Callable]	日志记录器	None
**kwargs	Any	其他参数	{}

Source code in wisecon\stock\main_holder\stock_fund_holder_history.py

def __init__(
        self,
        security_code: Optional[str] = None,
        start_date: Optional[str] = '2015-09-30',
        size: Optional[int] = 20,
        verbose: Optional[bool] = False,
        logger: Optional[Callable] = None,
        **kwargs: Any
):
    """
    Notes:
        ```python
        from wisecon.stock.main_holder import *

        data = StockFundHolderHistory(security_code="002475").load()
        data.to_frame(chinese_column=True)
        ```

    Args:
        security_code: 股票代码
        start_date: 报告日期
        size: 数据条数
        verbose: 是否打印日志
        logger: 日志记录器
        **kwargs: 其他参数
    """
    self.security_code = security_code
    self.start_date = start_date
    self.size = size
    self.mapping = StockFundHolderHistoryMapping()
    self.verbose = verbose
    self.logger = logger
    self.kwargs = kwargs
    self.request_set(description="依据股票代码查询股票基金机构对该股票的持仓历史",)
    self.conditions = []
    self.validate_security_code(code=security_code)
    self.validate_date_is_end_if_quarter(date=start_date)

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