4月份以来的交易数据显示，QFII取得15.84%的投资收益率，稳居各机构收益率的冠军，将基金等国内主力机构远远抛在了后头。

　　QFII重点配置的电子信息、机械设备、化工、医药生物、建筑建材等五大行业，在4月份以来股价涨幅遥遥领先，至今年5月15日，QFII投资收益率达15.84%；而同期上证指数累计上涨11.46%。QFII第一重仓股兴业银行自4月份以来股价上涨20.58%，带来30.23亿元的账面浮盈；重仓前10名股票名单中的美的电器、世茂股份更是为QFII带来超过30%的投资收益率。

　　同期券商的投资收益率达11.38%，名列国内机构投资收益率第一名。具体来看，券商重仓持有的煤炭石油板块近期连创新高，第一重仓股中国石化自4月份以来股价上涨18.99%，带来6.46亿元的账面浮盈；重仓前5名股票名单中的时代科技、城投控股更是为券商带来超过20%的投资收益率。

　　社保投资收益率为9.92%，煤炭石油、地产、汽车等相关重仓股为社保带来不俗的贡献。基金的投资收益率为8.55%，从二级市场走势上看，“需求回暖”股票并没有给基金面子，以明显逊于同期大盘的收益率收场。

　　保守思路令险资投资收益最低,7.53%的投资收益率不足同期QFII的一半水平。218只险资重仓股自4月份以来已经有41家股价涨幅超过二成，为其带来可喜的投资收益；但同期还有山东黄金、歌尔声学、鹏博士等48只股票股价下跌，投资亏损合计7.25亿元。据《证券日报》

　　4月以来机构重仓股投资收益一览

代码     简称        账面浮盈            最新持股                投资                 持股                一季末持                    占流通股             季末持股                5月15日         09年预测                    综合

                     (万元)             市值(万元)             收益率             机构                股数量                     比例(%)             市值(万元)             (元)             每股收益                    评级

                                                                 (%)                 数量                (万股)                                                                                    (元)                            

600028    中国石化    1667450.18         10448696.71             18.99                49                 986656.91                 76.88                8781246.52             10.59            0.5693                     增持

600104    上海汽车    1272702.81         3699717.48             52.44                20                 246647.83                 75.29                2427014.67             15             0.4665                     增持

600016    民生银行    1208665.6         5594395.04             27.56                64                 863332.57                 48.25                4385729.45             6.48             0.5229                     增持-

601166    兴业银行    1069305.79         6264368.6             20.58                109                 226068.88                 56.8                 5195062.81             27.71            2.2373                     增持

600000    浦发银行    1053299.08         8223583.48             14.69                174                 327111.51                 65.26                7170284.4             25.14            2.1056                     增持

600036    招商银行    939020.26         13002401.47             7.78                 148                 757274.4                    62.87                12063381.21             17.17            1.3216                     增持

000937    金牛能源    752660.1            1828034.7             69.99                10                 51062.42                    64.8                 1075374.6             35.8             1.7659                     增持

600019    宝钢股份    750013.84         8577431.06             9.58                 16                 1363661.54                 77.87                7827417.21             6.29             0.3375                     增持

000002    万科A     735856.87         3596370.89             25.72                79                 345472.71                 36.79                2860514.02             10.41            0.4473                     增持

600585    海螺水泥    719252.6            3255069.8             28.36                27                 72286.69                    70.7                 2535817.2             45.03            1.8872                     增持

600348    国阳新能    498320.98         1720159.37             40.78                18                 65654.94                    68.25                1221838.39             26.2             1.271                     增持

000651    格力电器    460837.29         2478746.06             22.84                51                 77582.04                    62.79                2017908.76             31.95            1.7484                     增持+

600832    东方明珠    445356.77         2388355.12             22.92                11                 207142.68                 65.01                1942998.35             11.53            0.1689                     中性

000527    美的电器    401392.4            1654076.23             32.04                17                 121266.59                 64.19                1252683.83             13.64            0.7257                     增持

600031    三一重工    345378.69         2864927                 13.71                32                 107260.46                 72.08                2519548.3             26.71            1.2571                     增持

600383    金地集团    341123.15         1012325.91             50.82                27                 61353.09                    37.38                671202.75             16.5             0.7036                     增持

600050    中国联通    335484.49         2462677.35             15.77                48                 368664.27                 35.31                2127192.86             6.68             0.2574                     增持

600123    兰花科创    329262.26         1138893.99             40.67                22                 36063.77                    63.14                809631.73             31.58            1.9815                     增持

600026    中海发展    317065.55         2245744.09             16.44                11                 164282.67                 77.91                1928678.54             13.67            0.8                         增持

601328    交通银行    291426.23         2823683.89             11.51                49                 393819.23                 24.68                2532257.66             7.17             0.5892                     增持