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 |
|---|---|---|---|---|---|---|---|---|
| GM | GENERAL MTRS CO | $5,624.81万 | 0.05% | 729,737 | 1,557 | 0.2% | $12.00万 | 加仓 |
| MMM | 3M CO | $5,646.63万 | 0.05% | 348,751 | 24,090 | 7.4% | $390.04万 | 加仓 |
| VTR | VENTAS INC | $5,711.15万 | 0.05% | 643,148 | 96,489 | 17.7% | $856.82万 | 加仓 |
| LYFT | LYFT INC | $5,887.25万 | 0.05% | 4,029,600 | 0 | 0.0% | — | 不变 |
| TNL | TRAVEL PLUS LEISURE CO | $5,919.50万 | 0.05% | 774,499 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC | $6,008.96万 | 0.05% | 180,303 | 200 | 0.1% | $6.67万 | 加仓 |
| SYY | SYSCO CORP | $6,036.51万 | 0.05% | 722,243 | 91,015 | 14.4% | $760.70万 | 加仓 |
| WCC | WESCO INTL INC | $6,130.83万 | 0.05% | 177,484 | 0 | 0.0% | — | 不变 |
| UNM | UNUM GROUP | $6,133.53万 | 0.05% | 686,077 | 190,000 | 38.3% | $1,698.60万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,147.05万 | 0.05% | 274,483 | 28,474 | 11.6% | $637.68万 | 加仓 |
| SBUX | STARBUCKS CORP | $6,196.19万 | 0.05% | 606,340 | 41,054 | 7.3% | $419.53万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $6,215.27万 | 0.05% | 1,591,618 | 500,090 | 45.8% | $1,952.85万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $6,217.59万 | 0.05% | 376,664 | 103,315 | 37.8% | $1,705.42万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $6,256.99万 | 0.05% | 160,481 | 18,899 | 13.3% | $736.85万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $6,445.72万 | 0.06% | 410,660 | 245,699 | 148.9% | $3,856.49万 | 加仓 |
| CME | CME GROUP INC | $6,479.09万 | 0.06% | 293,397 | 64,974 | 28.4% | $1,434.82万 | 加仓 |
| EMBJ | EMBRAER S.A. | $6,699.00万 | 0.06% | 1,050,000 | 1,050,000 | — | $6,699.00万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $6,733.30万 | 0.06% | 2,742,690 | 150,980 | 5.8% | $370.66万 | 加仓 |
| RL | RALPH LAUREN CORP | $6,823.97万 | 0.06% | 170,000 | 20,000 | 13.3% | $802.82万 | 加仓 |
| BIRK | BIRKENSTOCK HOLDING PLC | $6,884.80万 | 0.06% | 1,600,000 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $6,927.36万 | 0.06% | 320,622 | 30,782 | 10.6% | $665.08万 | 加仓 |
| NEM | NEWMONT CORP | $7,052.17万 | 0.06% | 755,050 | 22,773 | 3.1% | $212.70万 | 加仓 |
| TGT | TARGET CORP | $7,219.59万 | 0.06% | 552,759 | 13,219 | 2.5% | $172.65万 | 加仓 |
| CB | CHUBB LIMITED | $7,244.94万 | 0.06% | 212,613 | -3,832 | -1.8% | -$130.58万 | 减仓 |
| SYK | STRYKER CORPORATION | $7,380.42万 | 0.06% | 234,418 | 107,135 | 84.2% | $3,373.04万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $7,490.99万 | 0.06% | 825,544 | -273,040 | -24.9% | -$2,477.56万 | 减仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $7,523.21万 | 0.06% | 1,314,787 | 522,600 | 66.0% | $2,990.32万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $7,564.01万 | 0.07% | 175,312 | -22,124 | -11.2% | -$954.56万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $7,672.36万 | 0.07% | 831,512 | 35,490 | 4.5% | $327.47万 | 加仓 |
| HQY | HEALTHEQUITY INC | $7,689.84万 | 0.07% | 851,400 | 145,100 | 20.5% | $1,310.54万 | 加仓 |
| INTU | INTUIT | $7,711.40万 | 0.07% | 295,456 | -311,702 | -51.3% | -$8,135.42万 | 减仓 |
| PHM | PULTE GROUP INC | $7,750.16万 | 0.07% | 564,839 | 2,245 | 0.4% | $30.80万 | 加仓 |
| L | LOEWS CORP | $7,752.20万 | 0.07% | 684,763 | 231,866 | 51.2% | $2,624.95万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $7,829.43万 | 0.07% | 1,388,935 | 1,107,821 | 394.1% | $6,244.79万 | 加仓 |
| DIS | DISNEY WALT CO | $7,844.97万 | 0.07% | 815,062 | 6,025 | 0.7% | $57.99万 | 加仓 |
| DXCM | DEXCOM INC | $7,853.90万 | 0.07% | 1,166,132 | 966,587 | 484.4% | $6,509.96万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $8,008.08万 | 0.07% | 489,581 | -463,976 | -48.7% | -$7,589.26万 | 减仓 |
| T | AT&T INC | $8,046.88万 | 0.07% | 3,887,381 | 353,425 | 10.0% | $731.59万 | 加仓 |
| CNC | CENTENE CORP DEL | $8,127.89万 | 0.07% | 1,266,223 | 237,837 | 23.1% | $1,526.68万 | 加仓 |
| PINS | PINTEREST INC | $8,159.12万 | 0.07% | 3,879,751 | -203,285 | -5.0% | -$427.51万 | 减仓 |
| BLK | BLACKROCK INC | $8,234.99万 | 0.07% | 85,642 | -3,074 | -3.5% | -$295.58万 | 减仓 |
| S | SENTINELONE INC | $8,250.51万 | 0.07% | 4,861,821 | 677,848 | 16.2% | $1,150.31万 | 加仓 |
| LKQ | LKQ CORP | $8,326.60万 | 0.07% | 3,162,400 | 7,900 | 0.3% | $20.80万 | 加仓 |
| LRN | STRIDE INC | $8,390.07万 | 0.07% | 972,874 | 0 | 0.0% | — | 不变 |
| ALM | ALMONTY INDS INC | $8,538.36万 | 0.07% | 5,156,017 | 5,156,017 | — | $8,538.36万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $8,604.78万 | 0.07% | 2,766,809 | 101,686 | 3.8% | $316.24万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $8,644.38万 | 0.07% | 1,159,852 | -273,399 | -19.1% | -$2,037.64万 | 减仓 |
| FFIV | F5 INC | $8,705.46万 | 0.08% | 209,286 | -4,728 | -2.2% | -$196.67万 | 减仓 |
| LOW | LOWES COS INC | $8,795.32万 | 0.08% | 398,899 | 3,994 | 1.0% | $88.06万 | 加仓 |
| GLW | CORNING INC | $8,815.27万 | 0.08% | 345,115 | 199,629 | 137.2% | $5,099.12万 | 加仓 |
| — | ELECTRONIC ARTS INC | $8,889.30万 | 0.08% | 433,540 | 14,839 | 3.5% | $304.26万 | 加仓 |
| VLTO | VERALTO CORP | $9,054.31万 | 0.08% | 1,021,009 | 46,059 | 4.7% | $408.45万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $9,070.89万 | 0.08% | 1,033,484 | -5,701 | -0.5% | -$50.04万 | 减仓 |
| CDW | CDW CORP | $9,146.03万 | 0.08% | 650,315 | 219,033 | 50.8% | $3,080.48万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $9,262.74万 | 0.08% | 698,969 | 1,952 | 0.3% | $25.87万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $9,401.01万 | 0.08% | 357,100 | -60,798 | -14.5% | -$1,600.57万 | 减仓 |
| FROG | JFROG LTD | $9,468.77万 | 0.08% | 1,041,898 | -638,742 | -38.0% | -$5,804.89万 | 减仓 |
| APTV | APTIV PLC | $9,740.93万 | 0.08% | 1,586,988 | 305,151 | 23.8% | $1,873.02万 | 加仓 |
| APP | APPLOVIN CORP | $9,745.63万 | 0.08% | 189,151 | -3,445 | -1.8% | -$177.50万 | 减仓 |
| DHR | DANAHER CORP DEL | $9,781.68万 | 0.08% | 513,528 | -9,602 | -1.8% | -$182.90万 | 减仓 |
| SFM | SPROUTS FMRS MKT INC | $9,799.68万 | 0.08% | 1,158,628 | -421,900 | -26.7% | -$3,568.43万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1.01亿 | 0.09% | 374,568 | 6,434 | 1.7% | $172.98万 | 加仓 |
| CMI | CUMMINS INC | $1.02亿 | 0.09% | 143,496 | -3,517 | -2.4% | -$250.84万 | 减仓 |
| RGLD | ROYAL GOLD INC | $1.04亿 | 0.09% | 519,081 | -3,000 | -0.6% | -$59.88万 | 减仓 |
| AZO | AUTOZONE INC | $1.06亿 | 0.09% | 33,081 | 2,110 | 6.8% | $674.34万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1.07亿 | 0.09% | 300,800 | -120,200 | -28.6% | -$4,261.93万 | 减仓 |
| ZTS | ZOETIS INC | $1.07亿 | 0.09% | 1,485,141 | -1,519,059 | -50.6% | -$1.09亿 | 减仓 |
| FTDR | FRONTDOOR INC | $1.07亿 | 0.09% | 1,375,600 | 92,000 | 7.2% | $713.83万 | 加仓 |
| DE | DEERE & CO | $1.08亿 | 0.09% | 170,563 | -48,233 | -22.0% | -$3,059.56万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.09亿 | 0.09% | 1,314,892 | 53,050 | 4.2% | $438.41万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1.09亿 | 0.09% | 1,310,822 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $1.10亿 | 0.09% | 651,082 | 71,653 | 12.4% | $1,207.60万 | 加仓 |
| ALGN | ALIGN TECHNOLOGY INC | $1.11亿 | 0.10% | 658,200 | -32,000 | -4.6% | -$539.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1.11亿 | 0.10% | 329,099 | -4,643 | -1.4% | -$157.05万 | 减仓 |
| DHI | D R HORTON INC | $1.12亿 | 0.10% | 688,343 | 332 | 0.0% | $5.41万 | 加仓 |
| EQIX | EQUINIX INC | $1.13亿 | 0.10% | 108,574 | 5,792 | 5.6% | $603.75万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $1.16亿 | 0.10% | 153,220 | -7,958 | -4.9% | -$603.03万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.17亿 | 0.10% | 254,201 | -2,558 | -1.0% | -$117.35万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $1.17亿 | 0.10% | 302,501 | 1,395 | 0.5% | $53.95万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.18亿 | 0.10% | 189,848 | -25,742 | -11.9% | -$1,605.12万 | 减仓 |
| GIS | GENERAL MILLS INC | $1.18亿 | 0.10% | 3,402,868 | 1,762,586 | 107.5% | $6,133.80万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.20亿 | 0.10% | 187,145 | -8,387 | -4.3% | -$535.69万 | 减仓 |
| PEP | PEPSICO INC | $1.20亿 | 0.10% | 888,767 | 5,957 | 0.7% | $80.66万 | 加仓 |
| SNDK | SANDISK CORP | $1.24亿 | 0.11% | 54,419 | 22,058 | 68.2% | $5,015.39万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.27亿 | 0.11% | 426,544 | 36,675 | 9.4% | $1,093.17万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1.27亿 | 0.11% | 880,146 | -9,869 | -1.1% | -$142.72万 | 减仓 |
| WELL | WELLTOWER INC | $1.33亿 | 0.11% | 586,668 | -46,801 | -7.4% | -$1,062.24万 | 减仓 |
| LNTH | LANTHEUS HLDGS INC | $1.33亿 | 0.11% | 1,201,243 | -27,500 | -2.2% | -$305.08万 | 减仓 |
| COR | CENCORA INC | $1.35亿 | 0.12% | 476,568 | -118,095 | -19.9% | -$3,341.85万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1.35亿 | 0.12% | 1,332,385 | 765,054 | 134.9% | $7,776.77万 | 加仓 |
| SNPS | SYNOPSYS INC | $1.37亿 | 0.12% | 307,374 | -683,509 | -69.0% | -$3.05亿 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1.40亿 | 0.12% | 1,545,110 | -60,827 | -3.8% | -$552.07万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.40亿 | 0.12% | 282,444 | 10,891 | 4.0% | $540.99万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $1.42亿 | 0.12% | 1,141,258 | -112,194 | -9.0% | -$1,396.14万 | 减仓 |
| EME | EMCOR GROUP INC | $1.46亿 | 0.13% | 175,796 | -26,740 | -13.2% | -$2,219.10万 | 减仓 |
| ADBE | ADOBE INC | $1.47亿 | 0.13% | 715,651 | -21,228 | -2.9% | -$435.22万 | 减仓 |
| TECK | TECK RESOURCES LTD | $1.48亿 | 0.13% | 2,488,894 | 577,382 | 30.2% | $3,433.11万 | 加仓 |
| TJX | TJX COS INC NEW | $1.50亿 | 0.13% | 989,596 | -135,646 | -12.1% | -$2,055.04万 | 减仓 |
| IR | INGERSOLL RAND INC | $1.52亿 | 0.13% | 1,848,882 | -615,351 | -25.0% | -$5,045.26万 | 减仓 |
| EXC | EXELON CORP | $1.52亿 | 0.13% | 3,262,506 | 144,064 | 4.6% | $671.63万 | 加仓 |