13F 机构持仓

Handelsbanken Fonder AB

STOCKHOLM V7 · SEC CIK 0001398318

2026Q22026Q1 更早 9 个季度 🔒
$350.98亿2026Q2 申报市值
1,485持仓数
34.5%前十大占比 · 第一大 6.5%
79 / 85新建仓 / 清仓
申报市值走势$350.98亿2026Q2
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 6.5%
AAPL 5.7%
MSFT 4.1%
AMZN 3.5%
GOOGL 3.0%
GOOG 2.9%
AVGO 2.7%
LLY 2.3%
MU 2.1%
META 1.8%

2026Q2 买入最多 按季末市值估算

UNH 加仓+$1.41亿
AMD 加仓+$9,552.08万
IBM 加仓+$8,334.29万
CAT 加仓+$8,161.49万
AMAT 加仓+$7,647.60万

2026Q2 卖出最多 按季末市值估算

BE 减仓-$9,495.61万
TSM 减仓-$7,393.84万
AAPL 减仓-$6,806.85万
PANW 减仓-$6,346.27万
AVGO 减仓-$5,317.47万

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
HBAN HUNTINGTON BANCSHARES INC COM $1,089.10万0.03%614,273 83,70615.8% $148.41万 加仓
PAYX PAYCHEX INC COM $1,094.90万0.03%111,345 -10,009-8.2% -$98.42万 减仓
QTWO Q2 HLDGS INC COM $1,120.10万0.03%232,860 3,5441.5% $17.05万 加仓
XYZ BLOCK INC CL A $1,143.10万0.03%150,402 -43,569-22.5% -$331.14万 减仓
— APOGEE THERAPEUTICS INC COM $1,145.50万0.03%86,300 65,200309.0% $865.43万 加仓
SBAC SBA COMMUNICATIONS CORP CL A $1,153.00万0.03%65,341 6,52411.1% $115.12万 加仓
AMBA AMBARELLA INC SHS $1,153.10万0.03%134,397 -262,293-66.1% -$2,250.42万 减仓
ST SENSATA TECHNOLOGIES HLDG PL SHS $1,155.20万0.03%241,971 -124,051-33.9% -$592.24万 减仓
CCL CARNIVAL CORP LTD COMMON SHARES ADDED $1,156.80万0.03%404,907 404,907— $1,156.80万 新建仓
FLEX FLEX LTD ORD $1,170.10万0.03%72,200 -15,500-17.7% -$251.20万 减仓
EME EMCOR GROUP INC COM $1,176.40万0.03%14,176 1,0007.6% $82.99万 加仓
KNSL KINSALE CAP GROUP INC COM $1,193.70万0.03%36,195 -10,365-22.3% -$341.83万 减仓
ITRI ITRON INC COM $1,202.50万0.03%138,965 -10,285-6.9% -$89.00万 减仓
AMP AMERIPRISE FINL INC COM $1,206.10万0.03%26,290 -4,504-14.6% -$206.63万 减仓
PHM PULTE GROUP INC COM $1,209.40万0.03%88,145 3,4434.1% $47.24万 加仓
JD JD.COM INC SPON ADS CL A $1,215.40万0.03%477,000 80,00020.2% $203.84万 加仓
CARR CARRIER GLOBAL CORPORATION COM $1,215.60万0.03%165,726 -31,568-16.0% -$231.55万 减仓
CPNG COUPANG INC CL A $1,221.10万0.03%702,968 64,96710.2% $112.85万 加仓
SYF SYNCHRONY FINANCIAL COM $1,244.10万0.04%163,596 32,04724.4% $243.71万 加仓
ICLR ICON PUB LTD CO SHS $1,247.50万0.04%71,817 59,078463.8% $1,026.22万 加仓
EL LAUDER ESTEE COS INC CL A $1,251.30万0.04%158,498 24,32218.1% $192.02万 加仓
SXI STANDEX INTL CORP COM $1,256.20万0.04%35,121 -49,979-58.7% -$1,787.64万 减仓
ALL ALLSTATE CORP COM $1,256.40万0.04%52,804 -17,617-25.0% -$419.17万 减仓
DOV DOVER CORP COM $1,257.40万0.04%56,066 -5,181-8.5% -$116.20万 减仓
TME TENCENT MUSIC ENTMT GROUP SPON ADS $1,282.70万0.04%1,536,111 -2,600-0.2% -$2.17万 减仓
Q QNITY ELECTRONICS INC COMMON STOCK $1,293.00万0.04%79,174 -28,589-26.5% -$466.89万 减仓
PYPL PAYPAL HLDGS INC COM $1,297.00万0.04%300,372 -41,875-12.2% -$180.82万 减仓
TTEK TETRA TECH INC NEW COM $1,299.80万0.04%449,922 31,1477.4% $89.98万 加仓
NVR NVR INC COM $1,308.90万0.04%1,921 76365.9% $519.88万 加仓
ZBH ZIMMER BIOMET HOLDINGS INC COM $1,309.10万0.04%152,064 28,13022.7% $242.17万 加仓
CMG CHIPOTLE MEXICAN GRILL INC COM $1,309.50万0.04%385,156 7,8292.1% $26.62万 加仓
ROP ROPER TECHNOLOGIES INC COM $1,311.60万0.04%38,759 4,16012.0% $140.77万 加仓
CGNX COGNEX CORP COM $1,333.40万0.04%184,125 -293,458-61.4% -$2,125.17万 减仓
EXPE EXPEDIA GROUP INC COM NEW $1,359.20万0.04%53,120 18,58253.8% $475.46万 加仓
ZBRA ZEBRA TECHNOLOGIES CORPORATI CL A $1,368.40万0.04%51,979 -69,109-57.1% -$1,819.36万 减仓
PKG PACKAGING CORP AMER COM $1,382.70万0.04%58,030 3,4826.4% $82.97万 加仓
STE STERIS PLC SHS USD $1,386.10万0.04%65,824 -188-0.3% -$3.96万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR COM $1,386.30万0.04%55,458 -2,369-4.1% -$59.22万 减仓
BMI BADGER METER INC COM $1,395.20万0.04%94,029 -3,063-3.2% -$45.45万 减仓
MMSI MERIT MED SYS INC COM $1,413.00万0.04%203,775 -1,134-0.6% -$7.86万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK $1,421.00万0.04%221,991 -5,373-2.4% -$34.39万 减仓
CNH CNH INDL N V SHS $1,444.20万0.04%1,286,040 -28,587-2.2% -$32.10万 减仓
AIG AMERICAN INTL GROUP INC COM NEW $1,450.20万0.04%194,586 72,18059.0% $537.94万 加仓
AWK AMERICAN WTR WKS CO INC NEW COM $1,464.60万0.04%111,306 -476-0.4% -$6.26万 减仓
VSXY VICTORIAS SECRET AND CO COMMON STOCK $1,480.10万0.04%177,298 146,556476.7% $1,223.46万 加仓
MSCI MSCI INC COM $1,494.90万0.04%26,693 -1,521-5.4% -$85.18万 减仓
ULTA ULTA BEAUTY INC COM $1,497.60万0.04%33,208 3,35011.2% $151.08万 加仓
VMI VALMONT INDS INC COM $1,513.00万0.04%26,194 -7,293-21.8% -$421.25万 减仓
WLDN WILLDAN GROUP INC COM $1,515.00万0.04%191,532 48,87634.3% $386.60万 加仓
ORKA ORUKA THERAPEUTICS INC COM $1,531.30万0.04%160,900 160,900— $1,531.30万 新建仓
HSY HERSHEY CO COM $1,532.40万0.04%87,339 14,83620.5% $260.30万 加仓
NRIX NURIX THERAPEUTICS INC COM $1,535.70万0.04%633,000 86,00015.7% $208.64万 加仓
WDAY WORKDAY INC CL A $1,546.10万0.04%126,296 46,05157.4% $563.75万 加仓
PNR PENTAIR PLC SHS $1,579.40万0.04%206,025 19,05310.2% $146.06万 加仓
KMB KIMBERLY-CLARK CORP COM $1,581.70万0.05%144,089 -11,043-7.1% -$121.22万 减仓
DHI D R HORTON INC COM $1,592.60万0.05%97,777 8,4979.5% $138.40万 加仓
SE SEA LTD SPONSORD ADS $1,606.60万0.05%167,648 26,49818.8% $253.93万 加仓
— ELECTRONIC ARTS INC COM $1,611.00万0.05%78,569 -2,426-3.0% -$49.74万 减仓
OTIS OTIS WORLDWIDE CORP COM $1,625.00万0.05%226,957 13,4266.3% $96.13万 加仓
ECG EVERUS CONSTR GROUP COM $1,626.00万0.05%97,983 -91,017-48.2% -$1,510.40万 减仓
CPRT COPART INC COM $1,630.70万0.05%578,452 34,8556.4% $98.26万 加仓
AYI ACUITY INC COM $1,638.10万0.05%43,491 -5,895-11.9% -$222.04万 减仓
AU ANGLOGOLD ASHANTI PLC COM SHS $1,641.30万0.05%202,909 42,71426.7% $345.51万 加仓
ZTS ZOETIS INC CL A $1,641.80万0.05%228,467 21,99010.7% $158.02万 加仓
AEIS ADVANCED ENERGY INDS COM $1,645.50万0.05%44,132 -5,007-10.2% -$186.69万 减仓
SNA SNAP ON INC COM $1,661.10万0.05%41,279 -4,178-9.2% -$168.13万 减仓
PRIM PRIMORIS SVCS CORP COM $1,664.50万0.05%167,930 152,9301,019.5% $1,515.82万 加仓
VMRK EQUITY RESIDENTIAL SH BEN INT $1,684.70万0.05%248,010 57,37430.1% $389.73万 加仓
CHD CHURCH & DWIGHT CO INC COM $1,692.00万0.05%174,646 43,39233.1% $420.39万 加仓
EXR EXTRA SPACE STORAGE INC COM $1,696.60万0.05%116,768 21,98723.2% $319.46万 加仓
SYY SYSCO CORP COM $1,697.10万0.05%203,050 -70,034-25.6% -$585.35万 减仓
ZM ZOOM COMMUNICATIONS INC CL A $1,729.80万0.05%200,418 12,4576.6% $107.52万 加仓
TFC TRUIST FINL CORP COM $1,731.60万0.05%347,578 25,0087.8% $124.59万 加仓
EIX EDISON INTL COM $1,739.20万0.05%233,610 -44,882-16.1% -$334.14万 减仓
WTS WATTS WATER TECHNOLOGIES INC CL A $1,748.00万0.05%44,654 -4,651-9.4% -$182.07万 减仓
RUN SUNRUN INC COM $1,763.80万0.05%1,318,273 -2,070,654-61.1% -$2,770.46万 减仓
DXCM DEXCOM INC COM $1,765.00万0.05%262,070 -7,441-2.8% -$50.11万 减仓
WST WEST PHARMACEUTICAL SVSC INC COM $1,766.00万0.05%49,193 -8,535-14.8% -$306.40万 减仓
CBRE CBRE GROUP INC CL A $1,766.80万0.05%131,177 67,640106.5% $911.03万 加仓
— GATES INDL CORP PLC ORD SHS $1,771.20万0.05%633,255 -213,145-25.2% -$596.16万 减仓
CCI CROWN CASTLE INC COM $1,775.50万0.05%234,452 13,2056.0% $100.00万 加仓
MSA MSA SAFETY INC COM $1,784.10万0.05%102,191 -15,553-13.2% -$271.53万 减仓
ARRY ARRAY TECHNOLOGIES INC COM SHS $1,784.60万0.05%2,408,410 -162,909-6.3% -$120.71万 减仓
ABNB AIRBNB INC COM CL A $1,800.20万0.05%125,802 -45,509-26.6% -$651.22万 减仓
RKLB ROCKET LAB CORP COM $1,801.20万0.05%177,200 44,70033.7% $454.37万 加仓
MTD METTLER TOLEDO INTERNATIONAL COM $1,809.60万0.05%14,165 1,44611.4% $184.73万 加仓
OC OWENS CORNING NEW COM $1,809.90万0.05%113,858 -15,334-11.9% -$243.75万 减仓
AFL AFLAC INC COM $1,830.90万0.05%156,153 7,6945.2% $90.21万 加仓
ESS ESSEX PPTY TR INC COM $1,846.50万0.05%63,326 22,15753.8% $646.07万 加仓
RMD RESMED INC COM $1,849.30万0.05%94,895 25,41936.6% $495.36万 加仓
POOL POOL CORP COM $1,857.00万0.05%86,413 -471-0.5% -$10.12万 减仓
PLMR PALOMAR HLDGS INC COM $1,877.60万0.05%148,559 -20,389-12.1% -$257.69万 减仓
STT STATE STR CORP COM $1,893.40万0.05%111,637 22,15624.8% $375.77万 加仓
SGML SIGMA LITHIUM CORPORATION COM $1,895.10万0.05%1,498,133 282,59523.2% $357.48万 加仓
KAI KADANT INC COM $1,941.80万0.06%61,794 7151.2% $22.47万 加仓
VLTO VERALTO CORP COM SHS $1,944.30万0.06%219,254 18,2779.1% $162.08万 加仓
TGT TARGET CORP COM $1,956.60万0.06%149,802 -7,888-5.0% -$103.03万 减仓
CLH CLEAN HARBORS INC COM $1,957.70万0.06%65,529 -27,815-29.8% -$830.98万 减仓
WAB WABTEC COM $1,965.30万0.06%72,898 -51,753-41.5% -$1,395.24万 减仓
URI UNITED RENTALS INC COM $1,989.90万0.06%17,565 -1,788-9.2% -$202.56万 减仓