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
SUI SUN CMNTYS INC $1,109.52万0.01%92,529 -49,184-34.7% -$589.77万 减仓
ALLE ALLEGION PLC $1,097.54万0.01%78,122 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1,096.82万0.01%58,236 13,67530.7% $257.55万 加仓
YETI YETI HLDGS INC $1,090.32万0.01%220,000 20,00010.0% $99.12万 加仓
CART MAPLEBEAR INC $1,090.00万0.01%230,200 00.0% — 不变
NTRS NORTHERN TR CORP $1,088.45万0.01%62,612 3,9976.8% $69.48万 加仓
WAB WABTEC $1,087.65万0.01%40,343 -1,369-3.3% -$36.91万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $1,082.86万0.01%118,735 15,57015.1% $142.00万 加仓
ASTS AST SPACEMOBILE INC $1,082.04万0.01%121,769 80,755196.9% $717.59万 加仓
— ACV AUCTIONS INC $1,078.50万0.01%1,500,000 00.0% — 不变
WDAY WORKDAY INC $1,069.69万0.01%87,379 26,55543.7% $325.09万 加仓
RNW RENEW ENERGY GLOBAL PLC $1,023.94万0.01%1,638,300 835,900104.2% $522.44万 加仓
SUPN INDIVIOR PHARMACEUTICALS INC $1,021.65万0.01%249,000 154,000162.1% $631.86万 加仓
HEI HEICO CORP NEW $983.08万0.01%27,600 -1,842-6.3% -$65.61万 减仓
TTMI TTM TECHNOLOGIES INC $979.98万0.01%52,400 52,400— $979.98万 新建仓
EZPW EZCORP INC $974.87万0.01%282,000 282,000— $974.87万 新建仓
ITRI ITRON INC $972.60万0.01%112,400 22,60025.2% $195.56万 加仓
NWSA NEWS CORP NEW $952.92万0.01%383,778 20,1275.5% $49.98万 加仓
GWRE GUIDEWIRE SOFTWARE INC $948.72万0.01%77,100 77,100— $948.72万 新建仓
FDXF FEDEX FGHT HLDG CO INC $940.19万0.01%62,264 62,264— $940.19万 新建仓
DAL DELTA AIR LINES INC $919.36万0.01%98,159 -5,978-5.7% -$55.99万 减仓
PNFP PINNACLE FINL PARTNERS INC $916.92万0.01%90,892 43,10090.2% $434.79万 加仓
FOX FOX CORP $899.38万0.01%192,012 1,5250.8% $7.14万 加仓
FOXA FOX CORP $898.20万0.01%172,201 28,37719.7% $148.01万 加仓
OMC OMNICOM GROUP INC $894.59万0.01%122,832 9,6198.5% $70.06万 加仓
FCNCA FIRST CTZNS BANCSHARES INC D $893.70万0.01%4,295 -19-0.4% -$3.95万 减仓
CNH CNH INDL N V $888.50万0.01%791,183 166,75226.7% $187.26万 加仓
EFX EQUIFAX INC $886.36万0.01%55,844 450.1% $7,142 加仓
QXO QXO INC $876.10万0.01%507,000 128,00033.8% $221.18万 加仓
TSN TYSON FOODS INC $872.57万0.01%152,414 11,8608.4% $67.90万 加仓
LAZ LAZARD INC $868.16万0.01%207,000 00.0% — 不变
IONQ IONQ INC $859.77万0.01%161,429 11,9268.0% $63.52万 加仓
SMTC SEMTECH CORP $844.86万0.01%52,200 52,200— $844.86万 新建仓
GEHC GE HEALTHCARE TECHNOLOGIES I $824.93万0.01%128,875 -5,102-3.8% -$32.66万 减仓
PTC PTC INC $819.67万0.01%72,148 11,84719.6% $134.59万 加仓
HBAN HUNTINGTON BANCSHARES INC $802.91万0.01%452,853 34,6308.3% $61.40万 加仓
RDDT REDDIT INC $801.42万0.01%46,170 -46-0.1% -$7,985 减仓
FIG FIGMA INC $789.81万0.01%436,600 436,600— $789.81万 新建仓
MSTR STRATEGY INC $787.50万0.01%90,590 8,27810.1% $71.96万 加仓
FLEX FLEX LTD $785.21万0.01%48,449 48,449— $785.21万 新建仓
Q QNITY ELECTRONICS INC $770.92万0.01%47,206 4,47510.5% $73.08万 加仓
CUZ COUSINS PPTYS INC $759.53万0.01%253,347 -217,500-46.2% -$652.06万 减仓
IONS IONIS PHARMACEUTICALS INC $758.54万0.01%95,666 63,413196.6% $502.80万 加仓
EXPD EXPEDITORS INTL WASH INC $754.63万0.01%46,302 16,62456.0% $270.94万 加仓
LPLA LPL FINL HLDGS INC $748.17万0.01%26,561 -31,787-54.5% -$895.38万 减仓
UMBF UMB FINL CORP $742.35万0.01%52,000 52,000— $742.35万 新建仓
RYN RAYONIER INC $741.21万0.01%348,312 -61,826-15.1% -$131.57万 减仓
PSNY POLESTAR AUTOMOTIVE HLDG UK $735.83万0.01%391,814 50.0% $94 加仓
DOV DOVER CORP $732.32万0.01%32,652 11,47154.2% $257.27万 加仓
MOS MOSAIC CO $727.24万0.01%343,200 -29,883-8.0% -$63.32万 减仓
SON SONOCO PRODS CO $712.91万0.01%126,514 126,514— $712.91万 新建仓
EWBC EAST WEST BANCORP INC $697.09万0.01%54,000 54,000— $697.09万 新建仓
IBP INSTALLED BLDG PRODS INC $689.52万0.01%30,000 -70,000-70.0% -$1,608.88万 减仓
CHTR CHARTER COMMUNICATIONS INC $684.44万0.01%48,129 -7,062-12.8% -$100.43万 减仓
EG EVEREST GROUP LTD $648.84万0.01%18,163 3532.0% $12.61万 加仓
KKR KKR & CO INC $640.45万0.01%69,781 -7,283-9.5% -$66.84万 减仓
LULU LULULEMON ATHLETICA INC $636.31万0.01%55,729 -1,703-3.0% -$19.44万 减仓
ASUR ASURE SOFTWARE INC $635.20万0.01%800,000 00.0% — 不变
PCTY PAYLOCITY HLDG CORP $631.36万0.01%60,400 00.0% — 不变
MTH MERITAGE HOMES CORP $631.22万0.01%75,280 00.0% — 不变
CLX CLOROX CO DEL $630.33万0.01%66,045 80.0% $764 加仓
ZVRA ZEVRA THERAPEUTICS INC $630.11万0.01%439,410 439,410— $630.11万 新建仓
FSS FEDERAL SIGNAL CORP $627.70万0.01%48,852 25,143106.0% $323.06万 加仓
NDAQ NASDAQ INC $623.44万0.01%79,097 00.0% — 不变
MSCI MSCI INC $622.20万0.01%11,110 2932.7% $16.41万 加仓
MSA MSA SAFETY INC $614.52万0.01%35,200 8,18230.3% $142.84万 加仓
TYL TYLER TECHNOLOGIES INC $611.01万0.01%20,892 15,361277.7% $449.25万 加仓
TROW PRICE T ROWE GROUP INC $609.91万0.01%53,647 2,1384.2% $24.31万 加仓
RJF RAYMOND JAMES FINL INC $608.67万0.01%40,036 3,97211.0% $60.39万 加仓
BIDU BAIDU INC $606.25万0.01%53,045 53,045— $606.25万 新建仓
BRK/A BERKSHIRE HATHAWAY INC DEL $599.08万0.01%8 -11-57.9% -$823.74万 减仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $588.61万0.01%151,979 -48,075-24.0% -$186.19万 减仓
SAIA SAIA INC $567.93万0.00%13,485 5,73574.0% $241.54万 加仓
CSV CARRIAGE SVCS INC $565.61万0.00%147,525 65,32579.5% $250.46万 加仓
FTV FORTIVE CORP $560.74万0.00%91,789 5,3466.2% $32.66万 加仓
MEDP MEDPACE HLDGS INC $556.07万0.00%10,500 -1,500-12.5% -$79.44万 减仓
PHIN PHINIA INC $549.84万0.00%66,752 00.0% — 不变
CINT CI&T INC $534.40万0.00%1,600,000 1,600,000— $534.40万 新建仓
COIN COINBASE GLOBAL INC $531.61万0.00%36,364 -2,483-6.4% -$36.30万 减仓
CRWV COREWEAVE INC $527.48万0.00%52,992 39,516293.2% $393.34万 加仓
CSGP COSTAR GROUP INC $514.91万0.00%181,818 82,93783.9% $234.88万 加仓
ILMN ILLUMINA INC $511.70万0.00%29,102 2,76010.5% $48.53万 加仓
DRS LEONARDO DRS INC $511.47万0.00%119,867 1,6561.4% $7.07万 加仓
OOMA OOMA INC $506.25万0.00%263,400 263,400— $506.25万 新建仓
WEX WEX INC $498.05万0.00%35,300 00.0% — 不变
DOW DOW HLDGS INC $497.63万0.00%181,884 181,884— $497.63万 新建仓
RAPP RAPPORT THERAPEUTICS INC $489.21万0.00%117,400 4,2003.7% $17.50万 加仓
KBH KB HOME $485.22万0.00%77,524 00.0% — 不变
COLD AMERICOLD REALTY TRUST INC $471.60万0.00%300,000 00.0% — 不变
XENE XENON PHARMACEUTICALS INC $460.55万0.00%76,300 50,100191.2% $302.40万 加仓
COGT COGENT BIOSCIENCES INC $458.21万0.00%118,400 118,400— $458.21万 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $450.81万0.00%52,365 15,97343.9% $137.51万 加仓
TW TRADEWEB MKTS INC $448.67万0.00%45,020 26,770146.7% $266.79万 加仓
PODD INSULET CORP $443.47万0.00%29,128 -24,060-45.2% -$366.31万 减仓
SVRA SAVARA INC $440.99万0.00%715,900 15,9002.3% $9.79万 加仓
SLG SL GREEN RLTY CORP $439.05万0.00%84,808 00.0% — 不变
DAR DARLING INGREDIENTS INC $434.21万0.00%79,496 79,496— $434.21万 新建仓
GEF GREIF INC $430.30万0.00%57,766 00.0% — 不变
EPR EPR PPTYS $424.82万0.00%73,232 1500.2% $8,701 加仓
WST WEST PHARMACEUTICAL SVSC INC $412.99万0.00%11,504 1,08110.4% $38.81万 加仓