Handelsbanken Fonder AB
STOCKHOLM V7 · SEC CIK 0001398318
$300.01亿2026Q1 申报市值
1,491持仓数
34.9%前十大占比 · 第一大 6.6%
19 / 37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
NXT 加仓+$4,974.73万
MU 加仓+$3,552.09万
MWH 新建仓+$3,301.60万
QCOM 加仓+$3,163.59万
HD 加仓+$2,837.28万
2026Q1 卖出最多 按季末市值估算
JPM 减仓-$9,468.29万
AMZN 减仓-$7,781.40万
AVGO 减仓-$7,455.85万
GOOGL 减仓-$6,757.11万
FIX 减仓-$5,497.28万
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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC COM | $4,015.20万 | 0.13% | 434,964 | -6,177 | -1.4% | -$57.02万 | 减仓 |
| PGR | PROGRESSIVE CORP COM | $4,089.80万 | 0.14% | 206,306 | -754 | -0.4% | -$14.95万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN COM | $4,136.90万 | 0.14% | 155,923 | -65,000 | -29.4% | -$1,724.56万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $4,263.00万 | 0.14% | 593,570 | -701 | -0.1% | -$5.03万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $4,326.20万 | 0.14% | 108,699 | -3,244 | -2.9% | -$129.11万 | 减仓 |
| EQIX | EQUINIX INC COM | $4,371.20万 | 0.15% | 44,593 | 590 | 1.3% | $57.83万 | 加仓 |
| MKSI | MKS INC. COM | $4,423.80万 | 0.15% | 192,500 | 34,100 | 21.5% | $783.64万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $4,424.20万 | 0.15% | 224,736 | -10,685 | -4.5% | -$210.35万 | 减仓 |
| GRMN | GARMIN LTD SHS | $4,454.90万 | 0.15% | 192,015 | -2,089 | -1.1% | -$48.47万 | 减仓 |
| NVT | NVENT ELEC PLC SHS | $4,479.40万 | 0.15% | 378,708 | -157,076 | -29.3% | -$1,857.91万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $4,515.10万 | 0.15% | 136,462 | 277 | 0.2% | $9.17万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP COM | $4,588.70万 | 0.15% | 741,074 | -259,620 | -25.9% | -$1,607.56万 | 减仓 |
| RUN | SUNRUN INC COM | $4,595.40万 | 0.15% | 3,388,927 | 1,074,125 | 46.4% | $1,456.52万 | 加仓 |
| ADSK | AUTODESK INC COM | $4,621.90万 | 0.15% | 193,062 | -13,577 | -6.6% | -$325.03万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $4,636.90万 | 0.15% | 233,844 | 199 | 0.1% | $3.95万 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,725.20万 | 0.16% | 422,115 | -77,000 | -15.4% | -$861.95万 | 减仓 |
| LOW | LOWES COS INC COM | $4,843.80万 | 0.16% | 205,002 | 2,740 | 1.4% | $64.74万 | 加仓 |
| DT | DYNATRACE INC COM NEW | $4,849.60万 | 0.16% | 1,311,400 | -211,000 | -13.9% | -$780.28万 | 减仓 |
| ADBE | ADOBE INC COM | $4,886.90万 | 0.16% | 201,041 | 41,174 | 25.8% | $1,000.86万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $4,944.70万 | 0.16% | 260,798 | -19,081 | -6.8% | -$361.77万 | 减仓 |
| ECL | ECOLAB INC COM | $5,035.50万 | 0.17% | 189,290 | -10,733 | -5.4% | -$285.52万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $5,042.10万 | 0.17% | 219,422 | 18,205 | 9.0% | $418.33万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $5,222.90万 | 0.17% | 602,763 | -66,322 | -9.9% | -$574.68万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $5,386.40万 | 0.18% | 1,055,120 | 208,972 | 24.7% | $1,066.80万 | 加仓 |
| CSL | CARLISLE COS INC COM | $5,407.20万 | 0.18% | 162,077 | -33,611 | -17.2% | -$1,121.33万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5,442.70万 | 0.18% | 130,602 | -20,207 | -13.4% | -$842.11万 | 减仓 |
| BLK | BLACKROCK INC COM | $5,571.50万 | 0.19% | 57,933 | -1,059 | -1.8% | -$101.85万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $5,626.30万 | 0.19% | 568,025 | -10,179 | -1.8% | -$100.82万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $5,698.10万 | 0.19% | 158,775 | -10,682 | -6.3% | -$383.35万 | 减仓 |
| GLW | CORNING INC COM | $5,725.30万 | 0.19% | 421,072 | -9,339 | -2.2% | -$126.98万 | 减仓 |
| NEM | NEWMONT CORP COM | $5,873.80万 | 0.20% | 542,610 | -12,072 | -2.2% | -$130.68万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $6,100.00万 | 0.20% | 649,069 | 2,402 | 0.4% | $22.57万 | 加仓 |
| NDAQ | NASDAQ INC COM | $6,106.60万 | 0.20% | 719,352 | -149,553 | -17.2% | -$1,269.56万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $6,139.10万 | 0.20% | 157,248 | 62,765 | 66.4% | $2,450.40万 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $6,200.00万 | 0.21% | 1,002,423 | 4,200 | 0.4% | $25.98万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $6,203.50万 | 0.21% | 205,087 | 617 | 0.3% | $18.66万 | 加仓 |
| PFE | PFIZER INC COM | $6,261.60万 | 0.21% | 2,229,903 | -136,287 | -5.8% | -$382.70万 | 减仓 |
| WELL | WELLTOWER INC COM | $6,263.70万 | 0.21% | 316,815 | 1,218 | 0.4% | $24.08万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $6,290.50万 | 0.21% | 562,051 | 45,551 | 8.8% | $509.81万 | 加仓 |
| PLD | PROLOGIS INC. COM | $6,304.40万 | 0.21% | 476,955 | -31,725 | -6.2% | -$419.34万 | 减仓 |
| DIS | DISNEY WALT CO COM | $6,368.30万 | 0.21% | 660,748 | 2,689 | 0.4% | $25.92万 | 加仓 |
| CNM | CORE & MAIN INC CL A | $6,429.40万 | 0.21% | 1,301,500 | -125,331 | -8.8% | -$619.13万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | $6,434.80万 | 0.21% | 164,253 | 50,360 | 44.2% | $1,972.91万 | 加仓 |
| UNP | UNION PAC CORP COM | $6,693.10万 | 0.22% | 275,869 | -2,446 | -0.9% | -$59.34万 | 减仓 |
| XYL | XYLEM INC COM | $6,733.20万 | 0.22% | 563,450 | -44,881 | -7.4% | -$536.33万 | 减仓 |
| DE | DEERE & CO COM | $6,828.20万 | 0.23% | 121,218 | -12,597 | -9.4% | -$709.59万 | 减仓 |
| SCI | SERVICE CORP INTL COM | $7,012.10万 | 0.23% | 849,848 | -137,000 | -13.9% | -$1,130.39万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $7,156.00万 | 0.24% | 368,600 | -4,948 | -1.3% | -$96.06万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $7,540.20万 | 0.25% | 458,174 | 3,072 | 0.7% | $50.56万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $7,662.30万 | 0.26% | 1,526,359 | -105,434 | -6.5% | -$529.28万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $7,729.40万 | 0.26% | 280,885 | -34,699 | -11.0% | -$954.85万 | 减仓 |
| CRM | SALESFORCE INC COM | $7,733.70万 | 0.26% | 414,298 | 54,091 | 15.0% | $1,009.72万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $7,813.10万 | 0.26% | 161,124 | 532 | 0.3% | $25.80万 | 加仓 |
| C | CITIGROUP INC COM NEW | $7,954.00万 | 0.27% | 701,350 | 4,296 | 0.6% | $48.72万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $7,993.80万 | 0.27% | 187,938 | -84,492 | -31.0% | -$3,593.80万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $8,025.30万 | 0.27% | 320,270 | -53,852 | -14.4% | -$1,349.42万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $8,064.50万 | 0.27% | 253,490 | -27,595 | -9.8% | -$877.90万 | 减仓 |
| T | AT&T INC COM | $8,148.40万 | 0.27% | 2,810,774 | -23,833 | -0.8% | -$69.09万 | 减仓 |
| INTC | INTEL CORP COM | $8,164.40万 | 0.27% | 1,850,081 | 16,428 | 0.9% | $72.50万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $8,230.50万 | 0.27% | 1,357,045 | 87,125 | 6.9% | $528.41万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $8,259.10万 | 0.28% | 2,712,356 | -1,068,680 | -28.3% | -$3,254.12万 | 减仓 |
| PEP | PEPSICO INC COM | $8,260.20万 | 0.28% | 531,919 | -650 | -0.1% | -$10.09万 | 减仓 |
| MCD | MCDONALDS CORP COM | $8,280.30万 | 0.28% | 266,426 | 492 | 0.2% | $15.29万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $8,286.00万 | 0.28% | 341,844 | 1,209 | 0.4% | $29.31万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $8,383.50万 | 0.28% | 1,165,507 | -174,045 | -13.0% | -$1,251.91万 | 减仓 |
| QCOM | QUALCOMM INC COM | $8,962.30万 | 0.30% | 695,942 | 245,660 | 54.6% | $3,163.59万 | 加仓 |
| HCA | HCA HEALTHCARE INC COM | $9,010.60万 | 0.30% | 190,403 | -22,869 | -10.7% | -$1,082.25万 | 减仓 |
| CAT | CATERPILLAR INC COM | $9,104.50万 | 0.30% | 128,511 | 3,127 | 2.5% | $221.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $9,431.20万 | 0.31% | 348,541 | -39,602 | -10.2% | -$1,071.59万 | 减仓 |
| ALB | ALBEMARLE CORP COM | $9,493.60万 | 0.32% | 528,802 | 149,675 | 39.5% | $2,687.12万 | 加仓 |
| SYK | STRYKER CORPORATION COM | $9,537.40万 | 0.32% | 290,253 | -29,748 | -9.3% | -$977.49万 | 减仓 |
| NOW | SERVICENOW INC COM | $9,562.20万 | 0.32% | 914,605 | 90,229 | 10.9% | $943.34万 | 加仓 |
| WFC | WELLS FARGO & CO COM | $9,628.50万 | 0.32% | 1,209,456 | -6,287 | -0.5% | -$50.05万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS COM | $9,660.80万 | 0.32% | 125,036 | 24,330 | 24.2% | $1,879.84万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $9,776.30万 | 0.33% | 115,560 | -2,428 | -2.1% | -$205.41万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $9,861.70万 | 0.33% | 220,847 | 4,516 | 2.1% | $201.66万 | 加仓 |
| TJX | TJX COS INC NEW COM | $1.01亿 | 0.34% | 631,092 | 74,426 | 13.4% | $1,188.58万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.01亿 | 0.34% | 1,263,004 | 59,500 | 4.9% | $476.47万 | 加仓 |
| BAP | CREDICORP LTD COM | $1.01亿 | 0.34% | 298,522 | -21,703 | -6.8% | -$736.12万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $1.02亿 | 0.34% | 646,250 | -52,000 | -7.4% | -$821.81万 | 减仓 |
| COR | CENCORA INC COM | $1.03亿 | 0.34% | 326,842 | -20,451 | -5.9% | -$642.45万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.03亿 | 0.34% | 24,526 | -1,633 | -6.2% | -$687.54万 | 减仓 |
| AMGN | AMGEN INC COM | $1.05亿 | 0.35% | 299,544 | -21,817 | -6.8% | -$767.63万 | 减仓 |
| ORCL | ORACLE CORP COM | $1.10亿 | 0.37% | 746,707 | -60,004 | -7.4% | -$882.72万 | 减仓 |
| LIN | LINDE PLC SHS | $1.11亿 | 0.37% | 223,250 | -11,343 | -4.8% | -$562.34万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1.16亿 | 0.39% | 723,647 | 175,951 | 32.1% | $2,820.84万 | 加仓 |
| INTU | INTUIT COM | $1.16亿 | 0.39% | 268,352 | 24,997 | 10.3% | $1,080.82万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $1.17亿 | 0.39% | 593,898 | -4,072 | -0.7% | -$80.32万 | 减仓 |
| KLAC | KLA CORP COM NEW | $1.17亿 | 0.39% | 79,667 | 10,343 | 14.9% | $1,522.91万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1.17亿 | 0.39% | 213,797 | -48,666 | -18.5% | -$2,671.86万 | 减仓 |
| ABT | ABBOTT LABORATORIES COM | $1.21亿 | 0.40% | 1,181,396 | -38,806 | -3.2% | -$398.42万 | 减仓 |
| KO | COCA COLA CO COM | $1.22亿 | 0.41% | 1,598,784 | 7,538 | 0.5% | $57.33万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $1.22亿 | 0.41% | 356,909 | 35,966 | 11.2% | $1,229.28万 | 加仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $1.28亿 | 0.43% | 600,284 | -60,357 | -9.1% | -$1,289.59万 | 减仓 |
| PG | PROCTER & GAMBLE CO COM | $1.35亿 | 0.45% | 935,542 | 12,648 | 1.4% | $182.69万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.37亿 | 0.46% | 1,091,253 | -70,303 | -6.1% | -$882.02万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $1.47亿 | 0.49% | 1,051,179 | -18,455 | -1.7% | -$257.21万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $1.53亿 | 0.51% | 1,127,149 | -111,469 | -9.0% | -$1,510.29万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1.57亿 | 0.52% | 1,279,072 | 135,892 | 11.9% | $1,668.48万 | 加仓 |
| MCK | MCKESSON CORP COM | $1.60亿 | 0.53% | 185,341 | -21,964 | -10.6% | -$1,900.68万 | 减仓 |