13F 机构持仓

Swedbank AB

STOCKHOLM V7 · SEC CIK 0000946431

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$1,159.94亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.5%
AAPL 5.0%
MSFT 4.8%
AVGO 4.3%
AMZN 3.4%
GOOGL 3.0%
GOOG 3.0%
MU 2.4%
AMD 2.1%
LLY 1.8%

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
FNF FIDELITY NATL FINL INC $279.84万0.00%59,338 00.0% — 不变
AFYA AFYA LTD $280.77万0.00%189,200 00.0% — 不变
FWONK LIBERTY MEDIA CORP DEL $284.94万0.00%29,950 4,16416.1% $39.62万 加仓
SOFI SOFI TECHNOLOGIES INC $292.31万0.00%163,027 9,4986.2% $17.03万 加仓
H HYATT HOTELS CORP $293.63万0.00%15,148 00.0% — 不变
IBKR INTERACTIVE BROKERS GROUP IN $296.63万0.00%34,080 00.0% — 不变
BEKE KE HLDGS INC $298.50万0.00%205,435 00.0% — 不变
HTHT H WORLD GROUP LTD $298.59万0.00%71,569 4,9007.3% $20.44万 加仓
GPN GLOBAL PMTS INC $299.30万0.00%41,248 00.0% — 不变
YSS YORK SPACE SYSTEMS INC $300.10万0.00%121,893 -32,675-21.1% -$80.45万 减仓
ORA ORMAT TECHNOLOGIES INC $309.55万0.00%28,425 -4,488-13.6% -$48.87万 减仓
HIW HIGHWOODS PPTYS INC $319.09万0.00%105,800 -169,800-61.6% -$512.12万 减仓
KIM KIMCO REALTY CORP $319.17万0.00%125,907 -434,303-77.5% -$1,100.96万 减仓
ENSG ENSIGN GROUP INC $320.60万0.00%20,000 -10,000-33.3% -$160.30万 减仓
VGNT VERSIGENT PLC $328.32万0.00%78,152 78,152— $328.32万 新建仓
KRMN KARMAN HLDGS INC $338.44万0.00%67,796 67,796— $338.44万 新建仓
— TOPBUILD COR $342.72万0.00%9,667 -1,602-14.2% -$56.80万 减仓
NAMS NEWAMSTERDAM PHARMA COMPANY $352.79万0.00%104,100 3,2003.2% $10.84万 加仓
ECHO ECHOSTAR CORP $353.71万0.00%34,848 -2,767-7.4% -$28.09万 减仓
UAL UNITED AIRLS HLDGS INC $362.32万0.00%26,643 -96,322-78.3% -$1,309.88万 减仓
AMRZ AMRIZE LTD $363.88万0.00%68,271 14,58427.2% $77.73万 加仓
GRAB GRAB HOLDINGS LIMITED $367.30万0.00%974,274 66,5867.3% $25.10万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $373.26万0.00%14,281 6474.7% $16.91万 加仓
CRH CRH PLC $385.81万0.00%36,057 -67,177-65.1% -$718.79万 减仓
DBX DROPBOX INC $388.62万0.00%141,470 00.0% — 不变
CNP CENTERPOINT ENERGY INC $389.40万0.00%88,419 32,87859.2% $144.79万 加仓
ARES ARES MANAGEMENT CORPORATION $405.30万0.00%36,412 25,548235.2% $284.37万 加仓
WST WEST PHARMACEUTICAL SVSC INC $412.99万0.00%11,504 1,08110.4% $38.81万 加仓
EPR EPR PPTYS $424.82万0.00%73,232 1500.2% $8,701 加仓
GEF GREIF INC $430.30万0.00%57,766 00.0% — 不变
DAR DARLING INGREDIENTS INC $434.21万0.00%79,496 79,496— $434.21万 新建仓
SLG SL GREEN RLTY CORP $439.05万0.00%84,808 00.0% — 不变
SVRA SAVARA INC $440.99万0.00%715,900 15,9002.3% $9.79万 加仓
PODD INSULET CORP $443.47万0.00%29,128 -24,060-45.2% -$366.31万 减仓
TW TRADEWEB MKTS INC $448.67万0.00%45,020 26,770146.7% $266.79万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC $450.81万0.00%52,365 15,97343.9% $137.51万 加仓
COGT COGENT BIOSCIENCES INC $458.21万0.00%118,400 118,400— $458.21万 新建仓
XENE XENON PHARMACEUTICALS INC $460.55万0.00%76,300 50,100191.2% $302.40万 加仓
COLD AMERICOLD REALTY TRUST INC $471.60万0.00%300,000 00.0% — 不变
KBH KB HOME $485.22万0.00%77,524 00.0% — 不变
RAPP RAPPORT THERAPEUTICS INC $489.21万0.00%117,400 4,2003.7% $17.50万 加仓
DOW DOW HLDGS INC $497.63万0.00%181,884 181,884— $497.63万 新建仓
WEX WEX INC $498.05万0.00%35,300 00.0% — 不变
OOMA OOMA INC $506.25万0.00%263,400 263,400— $506.25万 新建仓
DRS LEONARDO DRS INC $511.47万0.00%119,867 1,6561.4% $7.07万 加仓
ILMN ILLUMINA INC $511.70万0.00%29,102 2,76010.5% $48.53万 加仓
CSGP COSTAR GROUP INC $514.91万0.00%181,818 82,93783.9% $234.88万 加仓
CRWV COREWEAVE INC $527.48万0.00%52,992 39,516293.2% $393.34万 加仓
COIN COINBASE GLOBAL INC $531.61万0.00%36,364 -2,483-6.4% -$36.30万 减仓
CINT CI&T INC $534.40万0.00%1,600,000 1,600,000— $534.40万 新建仓
PHIN PHINIA INC $549.84万0.00%66,752 00.0% — 不变
MEDP MEDPACE HLDGS INC $556.07万0.00%10,500 -1,500-12.5% -$79.44万 减仓
FTV FORTIVE CORP $560.74万0.00%91,789 5,3466.2% $32.66万 加仓
CSV CARRIAGE SVCS INC $565.61万0.00%147,525 65,32579.5% $250.46万 加仓
SAIA SAIA INC $567.93万0.00%13,485 5,73574.0% $241.54万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $588.61万0.01%151,979 -48,075-24.0% -$186.19万 减仓
BRK/A BERKSHIRE HATHAWAY INC DEL $599.08万0.01%8 -11-57.9% -$823.74万 减仓
BIDU BAIDU INC $606.25万0.01%53,045 53,045— $606.25万 新建仓
RJF RAYMOND JAMES FINL INC $608.67万0.01%40,036 3,97211.0% $60.39万 加仓
TROW PRICE T ROWE GROUP INC $609.91万0.01%53,647 2,1384.2% $24.31万 加仓
TYL TYLER TECHNOLOGIES INC $611.01万0.01%20,892 15,361277.7% $449.25万 加仓
MSA MSA SAFETY INC $614.52万0.01%35,200 8,18230.3% $142.84万 加仓
MSCI MSCI INC $622.20万0.01%11,110 2932.7% $16.41万 加仓
NDAQ NASDAQ INC $623.44万0.01%79,097 00.0% — 不变
FSS FEDERAL SIGNAL CORP $627.70万0.01%48,852 25,143106.0% $323.06万 加仓
ZVRA ZEVRA THERAPEUTICS INC $630.11万0.01%439,410 439,410— $630.11万 新建仓
CLX CLOROX CO DEL $630.33万0.01%66,045 80.0% $764 加仓
MTH MERITAGE HOMES CORP $631.22万0.01%75,280 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $631.36万0.01%60,400 00.0% — 不变
ASUR ASURE SOFTWARE INC $635.20万0.01%800,000 00.0% — 不变
LULU LULULEMON ATHLETICA INC $636.31万0.01%55,729 -1,703-3.0% -$19.44万 减仓
KKR KKR & CO INC $640.45万0.01%69,781 -7,283-9.5% -$66.84万 减仓
EG EVEREST GROUP LTD $648.84万0.01%18,163 3532.0% $12.61万 加仓
CHTR CHARTER COMMUNICATIONS INC $684.44万0.01%48,129 -7,062-12.8% -$100.43万 减仓
IBP INSTALLED BLDG PRODS INC $689.52万0.01%30,000 -70,000-70.0% -$1,608.88万 减仓
EWBC EAST WEST BANCORP INC $697.09万0.01%54,000 54,000— $697.09万 新建仓
SON SONOCO PRODS CO $712.91万0.01%126,514 126,514— $712.91万 新建仓
MOS MOSAIC CO $727.24万0.01%343,200 -29,883-8.0% -$63.32万 减仓
DOV DOVER CORP $732.32万0.01%32,652 11,47154.2% $257.27万 加仓
PSNY POLESTAR AUTOMOTIVE HLDG UK $735.83万0.01%391,814 50.0% $94 加仓
RYN RAYONIER INC $741.21万0.01%348,312 -61,826-15.1% -$131.57万 减仓
UMBF UMB FINL CORP $742.35万0.01%52,000 52,000— $742.35万 新建仓
LPLA LPL FINL HLDGS INC $748.17万0.01%26,561 -31,787-54.5% -$895.38万 减仓
EXPD EXPEDITORS INTL WASH INC $754.63万0.01%46,302 16,62456.0% $270.94万 加仓
IONS IONIS PHARMACEUTICALS INC $758.54万0.01%95,666 63,413196.6% $502.80万 加仓
CUZ COUSINS PPTYS INC $759.53万0.01%253,347 -217,500-46.2% -$652.06万 减仓
Q QNITY ELECTRONICS INC $770.92万0.01%47,206 4,47510.5% $73.08万 加仓
FLEX FLEX LTD $785.21万0.01%48,449 48,449— $785.21万 新建仓
MSTR STRATEGY INC $787.50万0.01%90,590 8,27810.1% $71.96万 加仓
FIG FIGMA INC $789.81万0.01%436,600 436,600— $789.81万 新建仓
RDDT REDDIT INC $801.42万0.01%46,170 -46-0.1% -$7,985 减仓
HBAN HUNTINGTON BANCSHARES INC $802.91万0.01%452,853 34,6308.3% $61.40万 加仓
PTC PTC INC $819.67万0.01%72,148 11,84719.6% $134.59万 加仓
GEHC GE HEALTHCARE TECHNOLOGIES I $824.93万0.01%128,875 -5,102-3.8% -$32.66万 减仓
SMTC SEMTECH CORP $844.86万0.01%52,200 52,200— $844.86万 新建仓
IONQ IONQ INC $859.77万0.01%161,429 11,9268.0% $63.52万 加仓
LAZ LAZARD INC $868.16万0.01%207,000 00.0% — 不变
TSN TYSON FOODS INC $872.57万0.01%152,414 11,8608.4% $67.90万 加仓
QXO QXO INC $876.10万0.01%507,000 128,00033.8% $221.18万 加仓
EFX EQUIFAX INC $886.36万0.01%55,844 450.1% $7,142 加仓