Swedbank AB
STOCKHOLM V7 · SEC CIK 0000946431
$1,159.94亿2026Q2 申报市值
696持仓数
37.3%前十大占比 · 第一大 7.5%
42 / 31新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$6.09亿
AMD 加仓+$5.21亿
LRCX 加仓+$4.60亿
NOW 加仓+$2.99亿
AVGO 加仓+$2.76亿
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$5.06亿
SNPS 减仓-$3.05亿
KLAC 减仓-$2.62亿
XYL 减仓-$1.85亿
GOOG 减仓-$1.66亿
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $87.09亿 | 7.51% | 43,524,689 | 87,001 | 0.2% | $1,740.80万 | 加仓 |
| AAPL | APPLE INC | $58.50亿 | 5.04% | 20,218,567 | 775,535 | 4.0% | $2.24亿 | 加仓 |
| MSFT | MICROSOFT CORP | $55.44亿 | 4.78% | 14,862,365 | -277,511 | -1.8% | -$1.04亿 | 减仓 |
| AVGO | BROADCOM INC | $49.74亿 | 4.29% | 13,167,178 | 730,683 | 5.9% | $2.76亿 | 加仓 |
| AMZN | AMAZON COM INC | $39.33亿 | 3.39% | 16,501,189 | 576,975 | 3.6% | $1.38亿 | 加仓 |
| GOOGL | ALPHABET INC | $34.50亿 | 2.97% | 9,653,251 | 122,132 | 1.3% | $4,364.63万 | 加仓 |
| GOOG | ALPHABET INC | $34.25亿 | 2.95% | 9,692,953 | -468,645 | -4.6% | -$1.66亿 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $27.45亿 | 2.37% | 2,378,237 | 51,609 | 2.2% | $5,957.18万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.65亿 | 2.13% | 4,243,802 | 897,275 | 26.8% | $5.21亿 | 加仓 |
| LLY | ELI LILLY & CO | $21.37亿 | 1.84% | 1,781,310 | 165,006 | 10.2% | $1.98亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $20.92亿 | 1.80% | 2,893,202 | 56,078 | 2.0% | $4,054.44万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $20.15亿 | 1.74% | 4,649,445 | 1,060,858 | 29.6% | $4.60亿 | 加仓 |
| KLAC | KLA CORP | $16.62亿 | 1.43% | 5,509,989 | -868,071 | -13.6% | -$2.62亿 | 减仓 |
| META | META PLATFORMS INC | $15.94亿 | 1.37% | 2,830,596 | -256,255 | -8.3% | -$1.44亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $15.36亿 | 1.32% | 4,691,775 | 84,378 | 1.8% | $2,761.95万 | 加仓 |
| ADI | ANALOG DEVICES INC | $15.16亿 | 1.31% | 3,816,937 | 306,800 | 8.7% | $1.22亿 | 加仓 |
| C | CITIGROUP INC | $14.08亿 | 1.21% | 10,059,526 | 357,658 | 3.7% | $5,005.78万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $10.73亿 | 0.92% | 6,315,009 | -133,749 | -2.1% | -$2,272.13万 | 减仓 |
| PLD | PROLOGIS INC. | $9.65亿 | 0.83% | 7,120,122 | 223,306 | 3.2% | $3,025.13万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $9.21亿 | 0.79% | 3,624,513 | 703,367 | 24.1% | $1.79亿 | 加仓 |
| V | VISA INC | $8.82亿 | 0.76% | 2,571,840 | -208,695 | -7.5% | -$7,160.12万 | 减仓 |
| CSCO | CISCO SYS INC | $8.62亿 | 0.74% | 7,342,446 | -1,368,514 | -15.7% | -$1.61亿 | 减仓 |
| APH | AMPHENOL CORP | $8.44亿 | 0.73% | 4,784,087 | 1,543,640 | 47.6% | $2.72亿 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $8.27亿 | 0.71% | 2,426,137 | -313,815 | -11.5% | -$1.07亿 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.18亿 | 0.71% | 1,593,645 | -165,919 | -9.4% | -$8,521.60万 | 减仓 |
| MRK | MERCK & CO INC | $8.17亿 | 0.70% | 6,360,649 | -731,062 | -10.3% | -$9,394.15万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $8.13亿 | 0.70% | 2,165,074 | 329,330 | 17.9% | $1.24亿 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7.93亿 | 0.68% | 822,103 | 112,943 | 15.9% | $1.09亿 | 加仓 |
| INTC | INTEL CORP | $7.85亿 | 0.68% | 5,624,892 | -286,050 | -4.8% | -$3,994.12万 | 减仓 |
| BAC | BANK OF AMER CORP | $7.57亿 | 0.65% | 13,284,542 | 800,114 | 6.4% | $4,559.05万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $7.20亿 | 0.62% | 1,731,505 | 620,847 | 55.9% | $2.58亿 | 加仓 |
| HD | HOME DEPOT INC | $6.96亿 | 0.60% | 1,973,831 | -308,553 | -13.5% | -$1.09亿 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6.87亿 | 0.59% | 1,438,520 | 20,374 | 1.4% | $973.00万 | 加仓 |
| ABBV | ABBVIE INC | $6.63亿 | 0.57% | 2,634,628 | 237,708 | 9.9% | $5,981.68万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6.51亿 | 0.56% | 1,298,760 | -181,534 | -12.3% | -$9,101.39万 | 减仓 |
| WM | WASTE MGMT INC DEL | $6.18亿 | 0.53% | 2,771,422 | 378,554 | 15.8% | $8,437.21万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6.09亿 | 0.52% | 1,326,020 | -67,307 | -4.8% | -$3,090.27万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $6.09亿 | 0.52% | 3,561,427 | 3,561,427 | — | $6.09亿 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.04亿 | 0.52% | 1,206,866 | -107,994 | -8.2% | -$5,403.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6.02亿 | 0.52% | 643,428 | -23 | -0.0% | -$2.15万 | 减仓 |
| NOW | SERVICENOW INC | $6.02亿 | 0.52% | 6,061,895 | 3,010,419 | 98.7% | $2.99亿 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $6.01亿 | 0.52% | 10,726,608 | -860,085 | -7.4% | -$4,822.50万 | 减仓 |
| MCK | MCKESSON CORP | $6.00亿 | 0.52% | 793,743 | -211,867 | -21.1% | -$1.60亿 | 减仓 |
| NFLX | NETFLIX INC. | $5.42亿 | 0.47% | 7,596,314 | -568,839 | -7.0% | -$4,061.51万 | 减仓 |
| FTNT | FORTINET INC | $5.37亿 | 0.46% | 3,496,346 | -225,292 | -6.1% | -$3,460.94万 | 减仓 |
| EMR | EMERSON ELEC CO | $5.22亿 | 0.45% | 3,647,409 | 314,980 | 9.5% | $4,508.94万 | 加仓 |
| LIN | LINDE PLC | $5.19亿 | 0.45% | 999,975 | 27,030 | 2.8% | $1,402.69万 | 加仓 |
| ORCL | ORACLE CORP | $5.09亿 | 0.44% | 3,476,321 | 156,716 | 4.7% | $2,296.67万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $4.97亿 | 0.43% | 1,196,554 | -108,432 | -8.3% | -$4,503.07万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $4.79亿 | 0.41% | 3,887,946 | 92,577 | 2.4% | $1,139.72万 | 加仓 |
| QCOM | QUALCOMM INC | $4.78亿 | 0.41% | 2,588,871 | 1,066,443 | 70.0% | $1.97亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $4.76亿 | 0.41% | 4,076,893 | 296,386 | 7.8% | $3,457.94万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.75亿 | 0.41% | 967,025 | -57,372 | -5.6% | -$2,817.92万 | 减仓 |
| SNOW | SNOWFLAKE INC | $4.73亿 | 0.41% | 1,857,456 | 207,685 | 12.6% | $5,285.58万 | 加仓 |
| XYL | XYLEM INC | $4.68亿 | 0.40% | 3,960,515 | -1,566,210 | -28.3% | -$1.85亿 | 减仓 |
| ECL | ECOLAB INC | $4.62亿 | 0.40% | 1,657,418 | -61,359 | -3.6% | -$1,709.52万 | 减仓 |
| WMT | WALMART INC | $4.52亿 | 0.39% | 3,986,883 | 1,297,991 | 48.3% | $1.47亿 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $4.44亿 | 0.38% | 1,491,227 | -1,698,324 | -53.2% | -$5.06亿 | 减仓 |
| AZN | ASTRAZENECA PLC | $4.25亿 | 0.37% | 2,241,677 | -226,734 | -9.2% | -$4,299.33万 | 减仓 |
| CBRE | CBRE GROUP INC | $4.01亿 | 0.35% | 2,973,762 | 402,482 | 15.7% | $5,421.03万 | 加仓 |
| ALV | AUTOLIV INC | $3.94亿 | 0.34% | 3,391,457 | 771,433 | 29.4% | $8,961.74万 | 加仓 |
| GEV | GE VERNOVA INC | $3.93亿 | 0.34% | 334,726 | 191,493 | 133.7% | $2.25亿 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.79亿 | 0.33% | 387,521 | 38,014 | 10.9% | $3,718.23万 | 加仓 |
| PWR | QUANTA SVCS INC | $3.77亿 | 0.33% | 523,689 | -86,087 | -14.1% | -$6,198.61万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.60亿 | 0.31% | 356,052 | -18,510 | -4.9% | -$1,872.05万 | 减仓 |
| OKTA | OKTA INC | $3.51亿 | 0.30% | 2,571,276 | 354,688 | 16.0% | $4,839.72万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.35亿 | 0.29% | 823,025 | -80,214 | -8.9% | -$3,266.80万 | 减仓 |
| ETN | EATON CORP PLC | $3.32亿 | 0.29% | 778,055 | 6,648 | 0.9% | $283.28万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.30亿 | 0.28% | 7,793,558 | 349,940 | 4.7% | $1,481.65万 | 加仓 |
| ALL | ALLSTATE CORP | $3.23亿 | 0.28% | 1,357,369 | 256,478 | 23.3% | $6,102.64万 | 加仓 |
| SCI | SERVICE CORP INTL | $3.14亿 | 0.27% | 4,127,575 | -40,521 | -1.0% | -$307.80万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $3.04亿 | 0.26% | 1,117,846 | -433,293 | -27.9% | -$1.18亿 | 减仓 |
| SSNC | SS&C TECH HLDGS | $3.02亿 | 0.26% | 4,862,933 | 555,138 | 12.9% | $3,444.63万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $3.02亿 | 0.26% | 3,290,718 | -672,558 | -17.0% | -$6,166.01万 | 减仓 |
| MCD | MCDONALDS CORP | $2.91亿 | 0.25% | 1,075,354 | 13,196 | 1.2% | $356.70万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2.89亿 | 0.25% | 336,659 | 4,219 | 1.3% | $362.02万 | 加仓 |
| CCK | CROWN HLDGS INC | $2.85亿 | 0.25% | 2,545,883 | 4,700 | 0.2% | $52.56万 | 加仓 |
| TSLA | TESLA INC | $2.81亿 | 0.24% | 668,404 | 26,963 | 4.2% | $1,134.06万 | 加仓 |
| BSY | BENTLEY SYS INC | $2.69亿 | 0.23% | 9,000,000 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO | $2.58亿 | 0.22% | 1,759,939 | 38,239 | 2.2% | $560.74万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.56亿 | 0.22% | 908,811 | 18,836 | 2.1% | $529.69万 | 加仓 |
| RMD | RESMED INC | $2.48亿 | 0.21% | 1,274,897 | -75,337 | -5.6% | -$1,468.17万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $2.40亿 | 0.21% | 1,903,177 | -494,823 | -20.6% | -$6,251.59万 | 减仓 |
| CVS | CVS HEALTH CORP | $2.38亿 | 0.20% | 2,295,831 | 17,598 | 0.8% | $182.05万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2.37亿 | 0.20% | 676,318 | -27,393 | -3.9% | -$958.95万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $2.34亿 | 0.20% | 517,865 | -15,790 | -3.0% | -$712.10万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2.33亿 | 0.20% | 968,092 | -24,016 | -2.4% | -$578.71万 | 减仓 |
| GL | GLOBE LIFE INC | $2.33亿 | 0.20% | 1,301,300 | 192,100 | 17.3% | $3,432.44万 | 加仓 |
| CAT | CATERPILLAR INC | $2.29亿 | 0.20% | 215,096 | 8,193 | 4.0% | $872.47万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.28亿 | 0.20% | 573,433 | -6,831 | -1.2% | -$271.66万 | 减仓 |
| RMBS | RAMBUS INC DEL | $2.19亿 | 0.19% | 1,646,500 | 83,500 | 5.3% | $1,108.38万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2.17亿 | 0.19% | 1,301,456 | 196,191 | 17.8% | $3,269.92万 | 加仓 |
| NET | CLOUDFLARE INC | $2.16亿 | 0.19% | 881,457 | -46,149 | -5.0% | -$1,131.94万 | 减仓 |
| MET | METLIFE INC | $2.11亿 | 0.18% | 2,496,829 | -205,258 | -7.6% | -$1,736.69万 | 减仓 |
| GE | GE AEROSPACE | $2.11亿 | 0.18% | 563,356 | 9,728 | 1.8% | $363.56万 | 加仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.09亿 | 0.18% | 1,500,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $2.01亿 | 0.17% | 2,375,677 | 148,660 | 6.7% | $1,259.00万 | 加仓 |
| DDOG | DATADOG INC | $1.99亿 | 0.17% | 763,684 | 631,728 | 478.7% | $1.64亿 | 加仓 |
| PGR | PROGRESSIVE CORP | $1.97亿 | 0.17% | 903,899 | 80,064 | 9.7% | $1,749.00万 | 加仓 |
| KO | COCA COLA CO | $1.95亿 | 0.17% | 2,405,135 | 83,486 | 3.6% | $678.49万 | 加仓 |