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
MDB MONGODB INC $1.95亿0.17%580,856 1700.0% $5.71万 加仓
BWA BORGWARNER INC $1.94亿0.17%2,923,101 -10,050-0.3% -$66.73万 减仓
EIX EDISON INTL $1.93亿0.17%2,595,793 522,61225.2% $3,890.85万 加仓
VEEV VEEVA SYS INC $1.92亿0.17%1,083,752 -561,376-34.1% -$9,962.74万 减仓
PSN PARSONS CORP DEL $1.92亿0.17%3,670,068 1,282,42553.7% $6,718.62万 加仓
NVT NVENT ELEC PLC $1.90亿0.16%1,121,453 267,41331.3% $4,535.59万 加仓
CI THE CIGNA GROUP $1.90亿0.16%688,118 25,1243.8% $692.62万 加仓
BKNG BOOKING HOLDINGS INC $1.88亿0.16%1,053,122 47,6474.7% $849.26万 加仓
AMGN AMGEN INC $1.87亿0.16%517,466 191,63358.8% $6,939.41万 加仓
CFG CITIZENS FINL GROUP INC $1.86亿0.16%2,650,053 542,63925.7% $3,802.27万 加仓
ACGL ARCH CAP GROUP LTD $1.83亿0.16%1,888,385 3,7820.2% $36.71万 加仓
KVUE KENVUE INC $1.80亿0.15%9,400,874 4,488,03291.4% $8,576.63万 加仓
MS MORGAN STANLEY $1.78亿0.15%853,710 -22,155-2.5% -$463.13万 减仓
BMY BRISTOL-MYERS SQUIBB CO $1.75亿0.15%3,043,205 81,5262.8% $469.75万 加仓
UTHR UNITED THERAPEUTICS CORP DEL $1.75亿0.15%322,995 -4,127-1.3% -$223.61万 减仓
EBAY EBAY INC. $1.74亿0.15%1,557,993 -19,275-1.2% -$215.40万 减仓
JLL JONES LANG LASALLE INC $1.71亿0.15%553,261 1,0880.2% $33.72万 加仓
CRWD CROWDSTRIKE HLDGS INC $1.70亿0.15%222,734 -47,141-17.5% -$3,597.52万 减仓
AXS AXIS CAP HLDGS LTD $1.67亿0.14%1,557,611 195,52014.4% $2,100.67万 加仓
VRT VERTIV HOLDINGS CO $1.65亿0.14%493,342 -7,917-1.6% -$265.08万 减仓
PFE PFIZER INC $1.62亿0.14%6,729,967 579,1029.4% $1,394.48万 加仓
CAH CARDINAL HEALTH INC $1.60亿0.14%672,331 256,66861.7% $6,097.41万 加仓
FLS FLOWSERVE CORP $1.60亿0.14%2,151,450 1,851,212616.6% $1.37亿 加仓
PNC PNC FINL SVCS GROUP INC $1.60亿0.14%647,829 1,8300.3% $45.06万 加仓
VICI VICI PPTYS INC $1.59亿0.14%5,992,344 481,8728.7% $1,279.37万 加仓
TPR TAPESTRY INC $1.57亿0.14%1,075,569 1,8520.2% $27.11万 加仓
CRM SALESFORCE INC $1.56亿0.13%993,976 -60,947-5.8% -$954.80万 减仓
EXC EXELON CORP $1.52亿0.13%3,262,506 144,0644.6% $671.63万 加仓
IR INGERSOLL RAND INC $1.52亿0.13%1,848,882 -615,351-25.0% -$5,045.26万 减仓
TJX TJX COS INC NEW $1.50亿0.13%989,596 -135,646-12.1% -$2,055.04万 减仓
TECK TECK RESOURCES LTD $1.48亿0.13%2,488,894 577,38230.2% $3,433.11万 加仓
ADBE ADOBE INC $1.47亿0.13%715,651 -21,228-2.9% -$435.22万 减仓
EME EMCOR GROUP INC $1.46亿0.13%175,796 -26,740-13.2% -$2,219.10万 减仓
ACN ACCENTURE PLC IRELAND $1.42亿0.12%1,141,258 -112,194-9.0% -$1,396.14万 减仓
VRTX VERTEX PHARMACEUTICALS INC $1.40亿0.12%282,444 10,8914.0% $540.99万 加仓
TIGO MILLICOM INTL CELLULAR S A $1.40亿0.12%1,545,110 -60,827-3.8% -$552.07万 减仓
SNPS SYNOPSYS INC $1.37亿0.12%307,374 -683,509-69.0% -$3.05亿 减仓
RKLB ROCKET LAB CORP $1.35亿0.12%1,332,385 765,054134.9% $7,776.77万 加仓
COR CENCORA INC $1.35亿0.12%476,568 -118,095-19.9% -$3,341.85万 减仓
LNTH LANTHEUS HLDGS INC $1.33亿0.11%1,201,243 -27,500-2.2% -$305.08万 减仓
WELL WELLTOWER INC $1.33亿0.11%586,668 -46,801-7.4% -$1,062.24万 减仓
BNY BANK OF NY MELLON CORP $1.27亿0.11%880,146 -9,869-1.1% -$142.72万 减仓
TXN TEXAS INSTRS INC $1.27亿0.11%426,544 36,6759.4% $1,093.17万 加仓
SNDK SANDISK CORP $1.24亿0.11%54,419 22,05868.2% $5,015.39万 加仓
PEP PEPSICO INC $1.20亿0.10%888,767 5,9570.7% $80.66万 加仓
WDC WESTERN DIGITAL CORP $1.20亿0.10%187,145 -8,387-4.3% -$535.69万 减仓
GIS GENERAL MILLS INC $1.18亿0.10%3,402,868 1,762,586107.5% $6,133.80万 加仓
REGN REGENERON PHARMACEUTICALS $1.18亿0.10%189,848 -25,742-11.9% -$1,605.12万 减仓
ELV ELEVANCE HEALTH INC FORMERLY $1.17亿0.10%302,501 1,3950.5% $53.95万 加仓
AMP AMERIPRISE FINL INC $1.17亿0.10%254,201 -2,558-1.0% -$117.35万 减仓
CW CURTISS WRIGHT CORP $1.16亿0.10%153,220 -7,958-4.9% -$603.03万 减仓
EQIX EQUINIX INC $1.13亿0.10%108,574 5,7925.6% $603.75万 加仓
DHI D R HORTON INC $1.12亿0.10%688,343 3320.0% $5.41万 加仓
AXP AMERICAN EXPRESS CO $1.11亿0.10%329,099 -4,643-1.4% -$157.05万 减仓
ALGN ALIGN TECHNOLOGY INC $1.11亿0.10%658,200 -32,000-4.6% -$539.71万 减仓
NBIX NEUROCRINE BIOSCIENCES INC $1.10亿0.09%651,082 71,65312.4% $1,207.60万 加仓
HSIC SCHEIN HENRY INC $1.09亿0.09%1,310,822 00.0% — 不变
WFC WELLS FARGO & CO $1.09亿0.09%1,314,892 53,0504.2% $438.41万 加仓
DE DEERE & CO $1.08亿0.09%170,563 -48,233-22.0% -$3,059.56万 减仓
FTDR FRONTDOOR INC $1.07亿0.09%1,375,600 92,0007.2% $713.83万 加仓
ZTS ZOETIS INC $1.07亿0.09%1,485,141 -1,519,059-50.6% -$1.09亿 减仓
ARM ARM HOLDINGS PLC $1.07亿0.09%300,800 -120,200-28.6% -$4,261.93万 减仓
AZO AUTOZONE INC $1.06亿0.09%33,081 2,1106.8% $674.34万 加仓
RGLD ROYAL GOLD INC $1.04亿0.09%519,081 -3,000-0.6% -$59.88万 减仓
CMI CUMMINS INC $1.02亿0.09%143,496 -3,517-2.4% -$250.84万 减仓
HWM HOWMET AEROSPACE INC $1.01亿0.09%374,568 6,4341.7% $172.98万 加仓
SFM SPROUTS FMRS MKT INC $9,799.68万0.08%1,158,628 -421,900-26.7% -$3,568.43万 减仓
DHR DANAHER CORP DEL $9,781.68万0.08%513,528 -9,602-1.8% -$182.90万 减仓
APP APPLOVIN CORP $9,745.63万0.08%189,151 -3,445-1.8% -$177.50万 减仓
APTV APTIV PLC $9,740.93万0.08%1,586,988 305,15123.8% $1,873.02万 加仓
FROG JFROG LTD $9,468.77万0.08%1,041,898 -638,742-38.0% -$5,804.89万 减仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI $9,401.01万0.08%357,100 -60,798-14.5% -$1,600.57万 减仓
HIG HARTFORD INSURANCE GROUP INC $9,262.74万0.08%698,969 1,9520.3% $25.87万 加仓
CDW CDW CORP $9,146.03万0.08%650,315 219,03350.8% $3,080.48万 加仓
NEE NEXTERA ENERGY INC $9,070.89万0.08%1,033,484 -5,701-0.5% -$50.04万 减仓
VLTO VERALTO CORP $9,054.31万0.08%1,021,009 46,0594.7% $408.45万 加仓
— ELECTRONIC ARTS INC $8,889.30万0.08%433,540 14,8393.5% $304.26万 加仓
GLW CORNING INC $8,815.27万0.08%345,115 199,629137.2% $5,099.12万 加仓
LOW LOWES COS INC $8,795.32万0.08%398,899 3,9941.0% $88.06万 加仓
FFIV F5 INC $8,705.46万0.08%209,286 -4,728-2.2% -$196.67万 减仓
AIG AMERICAN INTL GROUP INC $8,644.38万0.07%1,159,852 -273,399-19.1% -$2,037.64万 减仓
REZI RESIDEO TECHNOLOGIES INC $8,604.78万0.07%2,766,809 101,6863.8% $316.24万 加仓
ALM ALMONTY INDS INC $8,538.36万0.07%5,156,017 5,156,017— $8,538.36万 新建仓
LRN STRIDE INC $8,390.07万0.07%972,874 00.0% — 不变
LKQ LKQ CORP $8,326.60万0.07%3,162,400 7,9000.3% $20.80万 加仓
S SENTINELONE INC $8,250.51万0.07%4,861,821 677,84816.2% $1,150.31万 加仓
BLK BLACKROCK INC $8,234.99万0.07%85,642 -3,074-3.5% -$295.58万 减仓
PINS PINTEREST INC $8,159.12万0.07%3,879,751 -203,285-5.0% -$427.51万 减仓
CNC CENTENE CORP DEL $8,127.89万0.07%1,266,223 237,83723.1% $1,526.68万 加仓
T AT&T INC $8,046.88万0.07%3,887,381 353,42510.0% $731.59万 加仓
AMT AMERICAN TOWER CORP $8,008.08万0.07%489,581 -463,976-48.7% -$7,589.26万 减仓
DXCM DEXCOM INC $7,853.90万0.07%1,166,132 966,587484.4% $6,509.96万 加仓
DIS DISNEY WALT CO $7,844.97万0.07%815,062 6,0250.7% $57.99万 加仓
FITB FIFTH THIRD BANCORP $7,829.43万0.07%1,388,935 1,107,821394.1% $6,244.79万 加仓
L LOEWS CORP $7,752.20万0.07%684,763 231,86651.2% $2,624.95万 加仓
PHM PULTE GROUP INC $7,750.16万0.07%564,839 2,2450.4% $30.80万 加仓
INTU INTUIT $7,711.40万0.07%295,456 -311,702-51.3% -$8,135.42万 减仓
HQY HEALTHEQUITY INC $7,689.84万0.07%851,400 145,10020.5% $1,310.54万 加仓
SCHW SCHWAB CHARLES CORP $7,672.36万0.07%831,512 35,4904.5% $327.47万 加仓
DELL DELL TECHNOLOGIES INC $7,564.01万0.07%175,312 -22,124-11.2% -$954.56万 减仓