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
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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 |
|---|---|---|---|---|---|---|---|---|
| ROST | ROSS STORES INC | $2,801.00万 | 0.02% | 131,595 | 73,828 | 127.8% | $1,571.43万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $2,844.40万 | 0.02% | 259,124 | -536 | -0.2% | -$5.88万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $2,876.42万 | 0.02% | 190,076 | 17,256 | 10.0% | $261.14万 | 加仓 |
| CSL | CARLISLE COS INC | $2,889.99万 | 0.02% | 79,669 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $2,906.99万 | 0.03% | 321,356 | 11,640 | 3.8% | $105.30万 | 加仓 |
| NTES | NETEASE COM INC | $2,910.06万 | 0.03% | 227,100 | 35,000 | 18.2% | $448.49万 | 加仓 |
| FIX | COMFORT SYS USA INC | $2,929.92万 | 0.03% | 14,783 | -889 | -5.7% | -$176.20万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $2,940.08万 | 0.03% | 106,459 | 49,361 | 86.4% | $1,363.20万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,942.49万 | 0.03% | 135,849 | 57,177 | 72.7% | $1,238.45万 | 加仓 |
| MRCY | MERCURY SYS INC | $2,988.51万 | 0.03% | 244,299 | 189,040 | 342.1% | $2,312.53万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $2,996.44万 | 0.03% | 408,512 | 4,300 | 1.1% | $31.54万 | 加仓 |
| DASH | DOORDASH INC | $3,007.51万 | 0.03% | 162,982 | -38,448 | -19.1% | -$709.48万 | 减仓 |
| BE | BLOOM ENERGY CORP | $3,022.28万 | 0.03% | 99,844 | 40,325 | 67.8% | $1,220.64万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,045.17万 | 0.03% | 89,990 | 14,982 | 20.0% | $506.98万 | 加仓 |
| ADSK | AUTODESK INC | $3,050.24万 | 0.03% | 156,889 | 2,549 | 1.7% | $49.56万 | 加仓 |
| MCO | MOODYS CORP | $3,075.28万 | 0.03% | 67,899 | 685 | 1.0% | $31.03万 | 加仓 |
| CSX | CSX CORP | $3,078.54万 | 0.03% | 647,705 | 19,946 | 3.2% | $94.80万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $3,107.92万 | 0.03% | 816,800 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $3,196.92万 | 0.03% | 170,885 | 22,931 | 15.5% | $428.99万 | 加仓 |
| HUM | HUMANA INC | $3,203.46万 | 0.03% | 80,647 | -7,094 | -8.1% | -$281.79万 | 减仓 |
| GWW | WW GRAINGER INC | $3,237.21万 | 0.03% | 23,796 | -2,990 | -11.2% | -$406.76万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $3,241.54万 | 0.03% | 180,557 | 64,635 | 55.8% | $1,160.39万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,251.47万 | 0.03% | 720,787 | -3,649 | -0.5% | -$16.46万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $3,308.75万 | 0.03% | 113,000 | 74,183 | 191.1% | $2,172.15万 | 加仓 |
| CTAS | CINTAS CORP | $3,323.84万 | 0.03% | 195,428 | -25,983 | -11.7% | -$441.92万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $3,330.20万 | 0.03% | 1,341,200 | 0 | 0.0% | — | 不变 |
| LW | LAMB WESTON HLDGS INC | $3,368.04万 | 0.03% | 780,000 | -54,000 | -6.5% | -$233.17万 | 减仓 |
| SRE | SEMPRA | $3,369.81万 | 0.03% | 363,479 | -4,601 | -1.2% | -$42.66万 | 减仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $3,407.17万 | 0.03% | 258,943 | -59,621 | -18.7% | -$784.49万 | 减仓 |
| IESC | IES HOLDINGS INC | $3,526.37万 | 0.03% | 48,000 | -6,000 | -11.1% | -$440.80万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $3,549.41万 | 0.03% | 464,583 | 66,204 | 16.6% | $505.80万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3,579.92万 | 0.03% | 331,689 | 6,708 | 2.1% | $72.40万 | 加仓 |
| AFL | AFLAC INC | $3,583.85万 | 0.03% | 305,659 | 36,519 | 13.6% | $428.19万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3,612.97万 | 0.03% | 1,103,872 | 26,186 | 2.4% | $85.71万 | 加仓 |
| TTC | TORO CO | $3,614.28万 | 0.03% | 371,000 | -19,000 | -4.9% | -$185.10万 | 减仓 |
| WSO | WATSCO INC | $3,625.72万 | 0.03% | 87,004 | 28,790 | 49.5% | $1,199.77万 | 加仓 |
| IRM | IRON MTN INC DEL | $3,625.91万 | 0.03% | 287,064 | 26,734 | 10.3% | $337.68万 | 加仓 |
| FAST | FASTENAL CO | $3,639.77万 | 0.03% | 757,811 | -18,006 | -2.3% | -$86.48万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $3,642.43万 | 0.03% | 363,226 | -12,747 | -3.4% | -$127.83万 | 减仓 |
| ABNB | AIRBNB INC | $3,652.46万 | 0.03% | 255,238 | 17,512 | 7.4% | $250.60万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $3,699.71万 | 0.03% | 334,422 | 2,507 | 0.8% | $27.73万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $3,705.07万 | 0.03% | 344,658 | 2,300 | 0.7% | $24.73万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $3,732.65万 | 0.03% | 27,002 | -5,642 | -17.3% | -$779.93万 | 减仓 |
| TER | TERADYNE INC | $3,759.87万 | 0.03% | 77,709 | 23,369 | 43.0% | $1,130.69万 | 加仓 |
| SLB | SLB LIMITED | $3,777.64万 | 0.03% | 812,571 | 191,446 | 30.8% | $890.03万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $3,789.07万 | 0.03% | 110,045 | 1,190 | 1.1% | $40.97万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $3,849.85万 | 0.03% | 792,639 | -13,489 | -1.7% | -$65.52万 | 减仓 |
| FDX | FEDEX CORP | $3,926.09万 | 0.03% | 125,382 | 590 | 0.5% | $18.47万 | 加仓 |
| MELI | MERCADOLIBRE INC | $3,928.27万 | 0.03% | 23,143 | 184 | 0.8% | $31.23万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3,955.18万 | 0.03% | 176,847 | -4,907 | -2.7% | -$109.75万 | 减仓 |
| UNP | UNION PAC CORP | $3,964.59万 | 0.03% | 145,757 | 3,525 | 2.5% | $95.88万 | 加仓 |
| OPCH | OPTION CARE HEALTH INC | $3,966.48万 | 0.03% | 1,891,500 | 165,500 | 9.6% | $347.05万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,986.26万 | 0.03% | 432,866 | -460 | -0.1% | -$4.24万 | 减仓 |
| LAUR | LAUREATE ED INC | $3,989.57万 | 0.03% | 1,098,449 | -617,500 | -36.0% | -$2,242.76万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $3,997.27万 | 0.03% | 300,931 | 618 | 0.2% | $8.21万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $4,011.74万 | 0.03% | 722,836 | 10,117 | 1.4% | $56.15万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $4,048.20万 | 0.03% | 30,391 | 3,787 | 14.2% | $504.44万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $4,074.36万 | 0.04% | 1,528,267 | 58,232 | 4.0% | $155.25万 | 加仓 |
| GMED | GLOBUS MED INC | $4,111.39万 | 0.04% | 520,363 | -42,040 | -7.5% | -$332.16万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $4,114.95万 | 0.04% | 570,253 | 1,199 | 0.2% | $8.65万 | 加仓 |
| TFC | TRUIST FINL CORP | $4,121.13万 | 0.04% | 827,204 | 19,300 | 2.4% | $96.15万 | 加仓 |
| INCY | INCYTE CORP | $4,210.04万 | 0.04% | 371,387 | 8,931 | 2.5% | $101.24万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $4,247.92万 | 0.04% | 166,012 | -656 | -0.4% | -$16.79万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $4,327.31万 | 0.04% | 131,083 | -15,907 | -10.8% | -$525.12万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $4,344.89万 | 0.04% | 131,480 | 28 | 0.0% | $9,253 | 加仓 |
| PVH | PVH CORPORATION | $4,370.84万 | 0.04% | 588,586 | 0 | 0.0% | — | 不变 |
| NXPI | NXP SEMICONDUCTORS N V | $4,467.51万 | 0.04% | 158,969 | 24,882 | 18.6% | $699.26万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4,531.99万 | 0.04% | 471,493 | -1,036 | -0.2% | -$9.96万 | 减仓 |
| FSLR | FIRST SOLAR INC | $4,534.82万 | 0.04% | 192,186 | -3,215 | -1.6% | -$75.86万 | 减仓 |
| MIR | MIRION TECHNOLOGIES INC | $4,538.44万 | 0.04% | 2,531,200 | -628,750 | -19.9% | -$1,127.35万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $4,542.62万 | 0.04% | 197,970 | -16,919 | -7.9% | -$388.22万 | 减仓 |
| STE | STERIS PLC | $4,574.68万 | 0.04% | 217,252 | -10,776 | -4.7% | -$226.91万 | 减仓 |
| EXEL | EXELIXIS INC | $4,580.11万 | 0.04% | 841,778 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $4,599.62万 | 0.04% | 289,357 | -4,619 | -1.6% | -$73.42万 | 减仓 |
| AGCO | AGCO CORP | $4,616.83万 | 0.04% | 385,700 | 113,400 | 41.6% | $1,357.40万 | 加仓 |
| APG | API GROUP CORP | $4,650.03万 | 0.04% | 1,098,000 | 39,000 | 3.7% | $165.16万 | 加仓 |
| USB | US BANCORP | $4,685.42万 | 0.04% | 775,732 | 38,714 | 5.3% | $233.83万 | 加仓 |
| PCAR | PACCAR INC | $4,693.91万 | 0.04% | 390,768 | 25,000 | 6.8% | $300.30万 | 加仓 |
| PSA | PUBLIC STORAGE | $4,699.75万 | 0.04% | 147,647 | -20,204 | -12.0% | -$643.11万 | 减仓 |
| CIEN | CIENA CORP | $4,714.43万 | 0.04% | 96,103 | -3,589 | -3.6% | -$176.06万 | 减仓 |
| KHC | KRAFT HEINZ CO | $4,719.33万 | 0.04% | 1,998,021 | 367,551 | 22.5% | $868.16万 | 加仓 |
| KR | KROGER CO | $4,721.59万 | 0.04% | 850,278 | -725,729 | -46.0% | -$4,029.97万 | 减仓 |
| GDDY | GODADDY INC | $4,746.48万 | 0.04% | 559,199 | -84,245 | -13.1% | -$715.07万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $4,754.52万 | 0.04% | 439,176 | 82,941 | 23.3% | $897.92万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $4,768.42万 | 0.04% | 326,358 | -17,101 | -5.0% | -$249.86万 | 减仓 |
| DCI | DONALDSON INC | $4,797.31万 | 0.04% | 534,400 | 0 | 0.0% | — | 不变 |
| NUE | NUCOR CORP | $4,890.86万 | 0.04% | 219,567 | -18,039 | -7.6% | -$401.82万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $4,940.47万 | 0.04% | 854,161 | 22,707 | 2.7% | $131.34万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $4,983.26万 | 0.04% | 88,890 | -10,694 | -10.7% | -$599.52万 | 减仓 |
| MDT | MEDTRONIC PLC | $4,983.45万 | 0.04% | 637,025 | 9,208 | 1.5% | $72.03万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $5,077.86万 | 0.04% | 161,412 | 10,322 | 6.8% | $324.72万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $5,135.48万 | 0.04% | 390,739 | -67,911 | -14.8% | -$892.55万 | 减仓 |
| TMUS | T-MOBILE US INC | $5,319.49万 | 0.05% | 317,146 | 28,082 | 9.7% | $471.02万 | 加仓 |
| ES | EVERSOURCE ENERGY | $5,403.43万 | 0.05% | 747,672 | 45,474 | 6.5% | $328.64万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $5,410.00万 | 0.05% | 666,584 | 124,014 | 22.9% | $1,006.50万 | 加仓 |
| DG | DOLLAR GEN CORP | $5,432.97万 | 0.05% | 471,981 | -136,427 | -22.4% | -$1,570.41万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $5,434.79万 | 0.05% | 302,639 | -20,501 | -6.3% | -$368.16万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $5,468.52万 | 0.05% | 272,581 | -169 | -0.1% | -$3.39万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $5,585.87万 | 0.05% | 224,901 | -2,020 | -0.9% | -$50.17万 | 减仓 |
| URI | UNITED RENTALS INC | $5,590.93万 | 0.05% | 49,351 | -29 | -0.1% | -$3.29万 | 减仓 |