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 |
|---|---|---|---|---|---|---|---|---|
| CDNS | CADENCE DESIGN SYSTEM INC | $8.13亿 | 0.70% | 2,165,074 | 329,330 | 17.9% | $1.24亿 | 加仓 |
| MRK | MERCK & CO INC | $8.17亿 | 0.70% | 6,360,649 | -731,062 | -10.3% | -$9,394.15万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $8.18亿 | 0.71% | 1,593,645 | -165,919 | -9.4% | -$8,521.60万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $8.27亿 | 0.71% | 2,426,137 | -313,815 | -11.5% | -$1.07亿 | 减仓 |
| APH | AMPHENOL CORP | $8.44亿 | 0.73% | 4,784,087 | 1,543,640 | 47.6% | $2.72亿 | 加仓 |
| CSCO | CISCO SYS INC | $8.62亿 | 0.74% | 7,342,446 | -1,368,514 | -15.7% | -$1.61亿 | 减仓 |
| V | VISA INC | $8.82亿 | 0.76% | 2,571,840 | -208,695 | -7.5% | -$7,160.12万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $9.21亿 | 0.79% | 3,624,513 | 703,367 | 24.1% | $1.79亿 | 加仓 |
| PLD | PROLOGIS INC. | $9.65亿 | 0.83% | 7,120,122 | 223,306 | 3.2% | $3,025.13万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $10.73亿 | 0.92% | 6,315,009 | -133,749 | -2.1% | -$2,272.13万 | 减仓 |
| C | CITIGROUP INC | $14.08亿 | 1.21% | 10,059,526 | 357,658 | 3.7% | $5,005.78万 | 加仓 |
| ADI | ANALOG DEVICES INC | $15.16亿 | 1.31% | 3,816,937 | 306,800 | 8.7% | $1.22亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $15.36亿 | 1.32% | 4,691,775 | 84,378 | 1.8% | $2,761.95万 | 加仓 |
| META | META PLATFORMS INC | $15.94亿 | 1.37% | 2,830,596 | -256,255 | -8.3% | -$1.44亿 | 减仓 |
| KLAC | KLA CORP | $16.62亿 | 1.43% | 5,509,989 | -868,071 | -13.6% | -$2.62亿 | 减仓 |
| LRCX | LAM RESEARCH CORP | $20.15亿 | 1.74% | 4,649,445 | 1,060,858 | 29.6% | $4.60亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $20.92亿 | 1.80% | 2,893,202 | 56,078 | 2.0% | $4,054.44万 | 加仓 |
| LLY | ELI LILLY & CO | $21.37亿 | 1.84% | 1,781,310 | 165,006 | 10.2% | $1.98亿 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $24.65亿 | 2.13% | 4,243,802 | 897,275 | 26.8% | $5.21亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.45亿 | 2.37% | 2,378,237 | 51,609 | 2.2% | $5,957.18万 | 加仓 |
| GOOG | ALPHABET INC | $34.25亿 | 2.95% | 9,692,953 | -468,645 | -4.6% | -$1.66亿 | 减仓 |
| GOOGL | ALPHABET INC | $34.50亿 | 2.97% | 9,653,251 | 122,132 | 1.3% | $4,364.63万 | 加仓 |
| AMZN | AMAZON COM INC | $39.33亿 | 3.39% | 16,501,189 | 576,975 | 3.6% | $1.38亿 | 加仓 |
| AVGO | BROADCOM INC | $49.74亿 | 4.29% | 13,167,178 | 730,683 | 5.9% | $2.76亿 | 加仓 |
| MSFT | MICROSOFT CORP | $55.44亿 | 4.78% | 14,862,365 | -277,511 | -1.8% | -$1.04亿 | 减仓 |
| AAPL | APPLE INC | $58.50亿 | 5.04% | 20,218,567 | 775,535 | 4.0% | $2.24亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $87.09亿 | 7.51% | 43,524,689 | 87,001 | 0.2% | $1,740.80万 | 加仓 |