Swedbank AB
STOCKHOLM V7 · SEC CIK 0000946431
$951.49亿2026Q1 申报市值
684持仓数
37.4%前十大占比 · 第一大 8.0%
30 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$4.87亿
AAPL 加仓+$3.52亿
PLTR 加仓+$2.47亿
HD 加仓+$2.06亿
LITE 加仓+$1.92亿
2026Q1 卖出最多 按季末市值估算
MU 减仓-$4.21亿
ROP 减仓-$3.74亿
AZN 清仓-$3.67亿
KEYS 减仓-$2.54亿
MELI 减仓-$2.47亿
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $1.63亿 | 0.17% | 823,835 | 71,395 | 9.5% | $1,415.33万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.64亿 | 0.17% | 2,278,233 | 5,460 | 0.2% | $39.21万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.65亿 | 0.17% | 953,557 | 388,823 | 68.9% | $6,710.31万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1.67亿 | 0.18% | 215,590 | -12,189 | -5.4% | -$941.77万 | 减仓 |
| JLL | JONES LANG LASALLE INC | $1.68亿 | 0.18% | 552,173 | -441,569 | -44.4% | -$1.34亿 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $1.69亿 | 0.18% | 40,219 | 3,175 | 8.6% | $1,336.78万 | 加仓 |
| PFE | PFIZER INC | $1.73亿 | 0.18% | 6,150,865 | 660,593 | 12.0% | $1,854.95万 | 加仓 |
| OKTA | OKTA INC | $1.74亿 | 0.18% | 2,216,588 | 397,507 | 21.9% | $3,128.78万 | 加仓 |
| KO | COCA COLA CO | $1.77亿 | 0.19% | 2,321,649 | 166,734 | 7.7% | $1,268.01万 | 加仓 |
| CI | THE CIGNA GROUP | $1.77亿 | 0.19% | 662,994 | 266 | 0.0% | $7.10万 | 加仓 |
| ADBE | ADOBE INC | $1.79亿 | 0.19% | 736,879 | -72,362 | -8.9% | -$1,758.98万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.80亿 | 0.19% | 2,961,679 | -17,734 | -0.6% | -$107.56万 | 减仓 |
| TJX | TJX COS INC NEW | $1.80亿 | 0.19% | 1,125,242 | 6,290 | 0.6% | $100.45万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1.81亿 | 0.19% | 1,884,603 | -30,987 | -1.6% | -$297.44万 | 减仓 |
| CTVA | CORTEVA INC | $1.86亿 | 0.20% | 2,227,017 | 328,282 | 17.3% | $2,748.05万 | 加仓 |
| COR | CENCORA INC | $1.87亿 | 0.20% | 594,663 | -77,882 | -11.6% | -$2,446.59万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1.88亿 | 0.20% | 992,108 | -110,866 | -10.1% | -$2,095.92万 | 减仓 |
| MET | METLIFE INC | $1.91亿 | 0.20% | 2,702,087 | 316,859 | 13.3% | $2,240.83万 | 加仓 |
| NET | CLOUDFLARE INC | $1.91亿 | 0.20% | 927,606 | 811,297 | 697.5% | $1.67亿 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.92亿 | 0.20% | 1,105,265 | -597 | -0.1% | -$10.35万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.94亿 | 0.20% | 327,122 | 2,350 | 0.7% | $139.35万 | 加仓 |
| QCOM | QUALCOMM INC | $1.96亿 | 0.21% | 1,522,428 | -10,992 | -0.7% | -$141.55万 | 减仓 |
| CRM | SALESFORCE INC | $1.97亿 | 0.21% | 1,054,923 | -1,045,058 | -49.8% | -$1.95亿 | 减仓 |
| IR | INGERSOLL RAND INC | $1.97亿 | 0.21% | 2,464,233 | -1,414,116 | -36.5% | -$1.13亿 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1.99亿 | 0.21% | 703,711 | -899,580 | -56.1% | -$2.54亿 | 减仓 |
| MANH | MANHATTAN ASSOCIATES INC | $2.00亿 | 0.21% | 1,500,000 | 300,000 | 25.0% | $3,993.60万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $2.16亿 | 0.23% | 889,975 | -61,108 | -6.4% | -$1,481.20万 | 减仓 |
| ALL | ALLSTATE CORP | $2.28亿 | 0.24% | 1,100,891 | -208,356 | -15.9% | -$4,320.05万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2.34亿 | 0.25% | 332,440 | 272,840 | 457.8% | $1.92亿 | 加仓 |
| TSLA | TESLA INC | $2.38亿 | 0.25% | 641,441 | 49,861 | 8.4% | $1,853.58万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $2.49亿 | 0.26% | 1,253,452 | -297,843 | -19.2% | -$5,905.93万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.49亿 | 0.26% | 1,721,700 | 13,529 | 0.8% | $195.41万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2.49亿 | 0.26% | 1,649,771 | 319,356 | 24.0% | $4,816.53万 | 加仓 |
| CCK | CROWN HLDGS INC | $2.55亿 | 0.27% | 2,541,183 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $2.61亿 | 0.27% | 5,910,942 | -792,082 | -11.8% | -$3,495.46万 | 减仓 |
| INTU | INTUIT | $2.63亿 | 0.28% | 607,158 | -279,269 | -31.5% | -$1.21亿 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.67亿 | 0.28% | 580,264 | -261,618 | -31.1% | -$1.21亿 | 减仓 |
| ALV | AUTOLIV INC | $2.76亿 | 0.29% | 2,620,024 | -356,676 | -12.0% | -$3,750.80万 | 减仓 |
| ETN | EATON CORP PLC | $2.76亿 | 0.29% | 771,407 | 33,923 | 4.6% | $1,213.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $2.78亿 | 0.29% | 709,160 | 285,949 | 67.6% | $1.12亿 | 加仓 |
| ULTA | ULTA BEAUTY INC | $2.79亿 | 0.29% | 533,655 | -23,616 | -4.2% | -$1,234.43万 | 减仓 |
| VEEV | VEEVA SYS INC | $2.89亿 | 0.30% | 1,645,128 | 498,971 | 43.5% | $8,764.92万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $2.91亿 | 0.31% | 4,307,795 | 563,196 | 15.0% | $3,805.52万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $3.01亿 | 0.32% | 1,110,658 | -10,348 | -0.9% | -$280.01万 | 减仓 |
| RMD | RESMED INC | $3.03亿 | 0.32% | 1,350,234 | 247,758 | 22.5% | $5,561.67万 | 加仓 |
| FTNT | FORTINET INC | $3.04亿 | 0.32% | 3,721,638 | 156,728 | 4.4% | $1,280.78万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.13亿 | 0.33% | 349,507 | 2,985 | 0.9% | $267.23万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $3.16亿 | 0.33% | 3,189,551 | 85,816 | 2.8% | $850.01万 | 加仓 |
| BSY | BENTLEY SYS INC | $3.16亿 | 0.33% | 9,000,000 | 410,799 | 4.8% | $1,442.73万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $3.17亿 | 0.33% | 374,562 | 42 | 0.0% | $3.55万 | 加仓 |
| NOW | SERVICENOW INC | $3.19亿 | 0.34% | 3,051,476 | -364,174 | -10.7% | -$3,807.44万 | 减仓 |
| MCD | MCDONALDS CORP | $3.30亿 | 0.35% | 1,062,158 | -42,353 | -3.8% | -$1,316.29万 | 减仓 |
| WMT | WALMART INC | $3.34亿 | 0.35% | 2,688,892 | -67,151 | -2.4% | -$834.55万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $3.34亿 | 0.35% | 2,398,000 | -107,240 | -4.3% | -$1,494.60万 | 减仓 |
| PWR | QUANTA SVCS INC | $3.35亿 | 0.35% | 609,776 | -83,714 | -12.1% | -$4,596.07万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $3.38亿 | 0.36% | 3,963,276 | -217,139 | -5.2% | -$1,850.68万 | 减仓 |
| SCI | SERVICE CORP INTL | $3.44亿 | 0.36% | 4,168,096 | 474,392 | 12.8% | $3,914.21万 | 加仓 |
| CBRE | CBRE GROUP INC | $3.48亿 | 0.37% | 2,571,280 | 1,400,452 | 119.6% | $1.90亿 | 加仓 |
| ZTS | ZOETIS INC | $3.55亿 | 0.37% | 3,004,200 | 269,610 | 9.9% | $3,187.06万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $3.74亿 | 0.39% | 7,443,618 | 239,388 | 3.3% | $1,201.73万 | 加仓 |
| SPGI | S&P GLOBAL INC | $3.84亿 | 0.40% | 903,239 | -251,602 | -21.8% | -$1.07亿 | 减仓 |
| SNPS | SYNOPSYS INC | $3.93亿 | 0.41% | 990,883 | -82,283 | -7.7% | -$3,262.36万 | 减仓 |
| APH | AMPHENOL CORP | $4.09亿 | 0.43% | 3,240,447 | -934,043 | -22.4% | -$1.18亿 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $4.27亿 | 0.45% | 1,024,397 | -110,808 | -9.8% | -$4,617.87万 | 减仓 |
| EMR | EMERSON ELEC CO | $4.37亿 | 0.46% | 3,332,429 | 221,632 | 7.1% | $2,903.82万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $4.39亿 | 0.46% | 2,739,952 | -81,003 | -2.9% | -$1,298.64万 | 减仓 |
| ECL | ECOLAB INC | $4.57亿 | 0.48% | 1,718,777 | 90,437 | 5.6% | $2,405.81万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4.79亿 | 0.50% | 1,418,146 | -63,877 | -4.3% | -$2,158.72万 | 减仓 |
| LIN | LINDE PLC | $4.82亿 | 0.51% | 972,945 | -171,857 | -15.0% | -$8,519.98万 | 减仓 |
| AZN | ASTRAZENECA PLC | $4.87亿 | 0.51% | 2,468,411 | 2,468,411 | — | $4.87亿 | 新建仓 |
| ORCL | ORACLE CORP | $4.88亿 | 0.51% | 3,319,605 | -191,986 | -5.5% | -$2,824.31万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $5.10亿 | 0.54% | 1,835,744 | -175,094 | -8.7% | -$4,865.34万 | 减仓 |
| ABBV | ABBVIE INC | $5.21亿 | 0.55% | 2,396,920 | 444,441 | 22.8% | $9,666.15万 | 加仓 |
| WM | WASTE MGMT INC DEL | $5.50亿 | 0.58% | 2,392,868 | 348,183 | 17.0% | $8,000.90万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.53亿 | 0.58% | 3,780,507 | 1,690,861 | 80.9% | $2.47亿 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $5.56亿 | 0.58% | 11,586,693 | -355,450 | -3.0% | -$1,705.09万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC | $5.66亿 | 0.60% | 1,304,986 | -185,024 | -12.4% | -$8,029.49万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $5.97亿 | 0.63% | 3,795,369 | 268,254 | 7.6% | $4,219.10万 | 加仓 |
| BAC | BANK AMERICA CORP | $6.09亿 | 0.64% | 12,484,428 | 644,103 | 5.4% | $3,140.00万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $6.30亿 | 0.66% | 1,314,860 | -119,489 | -8.3% | -$5,725.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6.41亿 | 0.67% | 643,451 | 1,410 | 0.2% | $140.50万 | 加仓 |
| XYL | XYLEM INC | $6.60亿 | 0.69% | 5,526,725 | 18,759 | 0.3% | $224.17万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $6.76亿 | 0.71% | 1,393,327 | -222,994 | -13.8% | -$1.08亿 | 减仓 |
| CSCO | CISCO SYS INC | $6.76亿 | 0.71% | 8,710,960 | -247,808 | -2.8% | -$1,922.74万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6.81亿 | 0.72% | 3,346,527 | 913,055 | 37.5% | $1.86亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $7.14亿 | 0.75% | 2,921,146 | 626,017 | 27.3% | $1.53亿 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $7.28亿 | 0.76% | 1,480,294 | -194,108 | -11.6% | -$9,540.99万 | 减仓 |
| HD | HOME DEPOT INC | $7.51亿 | 0.79% | 2,282,384 | 625,050 | 37.7% | $2.06亿 | 加仓 |
| LRCX | LAM RESEARCH CORP | $7.67亿 | 0.81% | 3,588,587 | -395,371 | -9.9% | -$8,447.50万 | 减仓 |
| NFLX | NETFLIX INC. | $7.85亿 | 0.83% | 8,165,153 | 518,745 | 6.8% | $4,987.73万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $7.86亿 | 0.83% | 2,326,628 | -1,246,559 | -34.9% | -$4.21亿 | 减仓 |
| ANET | ARISTA NETWORKS INC | $7.92亿 | 0.83% | 6,448,758 | -916,232 | -12.4% | -$1.12亿 | 减仓 |
| V | VISA INC | $8.40亿 | 0.88% | 2,780,535 | -202,545 | -6.8% | -$6,121.72万 | 减仓 |
| MRK | MERCK & CO INC | $8.53亿 | 0.90% | 7,091,711 | -559,960 | -7.3% | -$6,735.76万 | 减仓 |
| MCK | MCKESSON CORP | $8.70亿 | 0.91% | 1,005,610 | 119,327 | 13.5% | $1.03亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $8.79亿 | 0.92% | 1,759,564 | -491,369 | -21.8% | -$2.46亿 | 减仓 |
| PLD | PROLOGIS INC. | $9.12亿 | 0.96% | 6,896,816 | -767,767 | -10.0% | -$1.01亿 | 减仓 |
| KLAC | KLA CORP | $9.39亿 | 0.99% | 637,806 | -125,759 | -16.5% | -$1.85亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $9.70亿 | 1.02% | 2,837,124 | -126,794 | -4.3% | -$4,333.69万 | 减仓 |
| C | CITIGROUP INC | $11.00亿 | 1.16% | 9,701,868 | -632,103 | -6.1% | -$7,168.68万 | 减仓 |