Handelsbanken Fonder AB
STOCKHOLM V7 · SEC CIK 0001398318
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UPS | UNITED PARCEL SVCS INC CL B | $3,502.20万 | 0.10% | 325,789 | -46,682 | -12.5% | -$501.83万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $3,510.50万 | 0.10% | 381,204 | -53,760 | -12.4% | -$495.07万 | 减仓 |
| WAT | WATERS CORP COM | $3,512.40万 | 0.10% | 93,653 | 45,145 | 93.1% | $1,693.14万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3,532.90万 | 0.10% | 85,071 | -3,416 | -3.9% | -$141.86万 | 减仓 |
| CRH | CRH PLC ORD | $3,554.50万 | 0.10% | 332,198 | 38,141 | 13.0% | $408.11万 | 加仓 |
| ADBE | ADOBE INC COM | $3,564.80万 | 0.10% | 173,874 | -27,167 | -13.5% | -$556.98万 | 减仓 |
| JBL | JABIL INC COM | $3,565.80万 | 0.10% | 92,504 | -54,112 | -36.9% | -$2,085.88万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $3,584.80万 | 0.10% | 372,947 | 4,413 | 1.2% | $42.42万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3,588.20万 | 0.10% | 918,870 | -4,614 | -0.5% | -$18.02万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3,588.60万 | 0.10% | 132,681 | -185 | -0.1% | -$5.00万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3,596.00万 | 0.10% | 215,758 | 14,929 | 7.4% | $248.82万 | 加仓 |
| FDX | FEDEX CORP COM | $3,606.60万 | 0.10% | 115,179 | 9,783 | 9.3% | $306.34万 | 加仓 |
| MMM | 3M CO COM | $3,625.20万 | 0.10% | 223,903 | -25,126 | -10.1% | -$406.81万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | $3,643.30万 | 0.10% | 133,970 | -143,730 | -51.8% | -$3,908.72万 | 减仓 |
| CIEN | CIENA CORP COM NEW | $3,681.30万 | 0.10% | 75,043 | 30,881 | 69.9% | $1,514.89万 | 加仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $3,701.50万 | 0.11% | 2,770,572 | 146,764 | 5.6% | $196.08万 | 加仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN CL A | $3,729.30万 | 0.11% | 3,766,966 | 912,093 | 31.9% | $902.97万 | 加仓 |
| FCX | FREEPORT MCMORAN INC CL B | $3,734.40万 | 0.11% | 593,793 | -2,768 | -0.5% | -$17.41万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $3,758.90万 | 0.11% | 152,665 | 11,420 | 8.1% | $281.18万 | 加仓 |
| SNOW | SNOWFLAKE INC COM SHS | $3,864.90万 | 0.11% | 151,864 | -13,795 | -8.3% | -$351.08万 | 减仓 |
| DASH | DOORDASH INC CL A | $3,877.80万 | 0.11% | 210,142 | 54,041 | 34.6% | $997.23万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $3,879.00万 | 0.11% | 123,304 | 2,023 | 1.7% | $63.64万 | 加仓 |
| TEL | TE CONNECTIVITY PLC ORD SHS | $3,899.60万 | 0.11% | 193,421 | 193,421 | — | $3,899.60万 | 新建仓 |
| AXON | AXON ENTERPRISE INC COM | $3,912.90万 | 0.11% | 69,798 | 4,261 | 6.5% | $238.87万 | 加仓 |
| NEM | NEWMONT CORP COM | $3,974.20万 | 0.11% | 425,507 | -117,103 | -21.6% | -$1,093.73万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $3,974.60万 | 0.11% | 177,714 | 21,341 | 13.6% | $477.29万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $3,975.50万 | 0.11% | 212,275 | 150,500 | 243.6% | $2,818.57万 | 加仓 |
| INTU | INTUIT COM | $4,006.80万 | 0.11% | 153,518 | -114,834 | -42.8% | -$2,997.15万 | 减仓 |
| MELI | MERCADOLIBRE INC COM | $4,069.20万 | 0.12% | 23,973 | 2,231 | 10.3% | $378.69万 | 加仓 |
| XYL | XYLEM INC COM | $4,171.30万 | 0.12% | 352,869 | -210,581 | -37.4% | -$2,489.30万 | 减仓 |
| COF | CAPITAL ONE FINL CORP COM | $4,226.90万 | 0.12% | 210,691 | -17 | -0.0% | -$3,411 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $4,230.00万 | 0.12% | 150,517 | -74,219 | -33.0% | -$2,085.79万 | 减仓 |
| ECL | ECOLAB INC COM | $4,237.00万 | 0.12% | 152,078 | -37,212 | -19.7% | -$1,036.75万 | 减仓 |
| FIX | COMFORT SYS USA INC COM | $4,239.40万 | 0.12% | 21,390 | 1,357 | 6.8% | $268.95万 | 加仓 |
| EXLS | EXLSERVICE HLDGS INC COM | $4,251.60万 | 0.12% | 1,644,092 | -1,068,264 | -39.4% | -$2,762.52万 | 减仓 |
| NET | CLOUDFLARE INC CL A COM | $4,285.60万 | 0.12% | 174,722 | -1,924 | -1.1% | -$47.19万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN COM | $4,302.40万 | 0.12% | 127,233 | -28,690 | -18.4% | -$970.16万 | 减仓 |
| MDB | MONGODB INC CL A | $4,309.60万 | 0.12% | 128,301 | 206 | 0.2% | $6.92万 | 加仓 |
| PGR | PROGRESSIVE CORP COM | $4,368.00万 | 0.12% | 199,953 | -6,353 | -3.1% | -$138.78万 | 减仓 |
| CSX | CSX CORP COM | $4,417.10万 | 0.13% | 929,336 | -8,515 | -0.9% | -$40.47万 | 减仓 |
| MWH | SOLV ENERGY INC COM SHS CL A | $4,424.20万 | 0.13% | 1,299,329 | 199,890 | 18.2% | $680.62万 | 加仓 |
| DDOG | DATADOG INC CL A COM | $4,439.60万 | 0.13% | 170,519 | 76,607 | 81.6% | $1,994.53万 | 加仓 |
| LOW | LOWES COS INC COM | $4,477.40万 | 0.13% | 203,064 | -1,938 | -0.9% | -$42.73万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $4,481.10万 | 0.13% | 32,416 | 983 | 3.1% | $135.89万 | 加仓 |
| CB | CHUBB LIMITED COM | $4,508.50万 | 0.13% | 132,315 | 15,370 | 13.1% | $523.72万 | 加仓 |
| GH | GUARDANT HEALTH INC COM | $4,516.50万 | 0.13% | 301,041 | 185,200 | 159.9% | $2,778.54万 | 加仓 |
| LITE | LUMENTUM HLDGS INC COM | $4,551.20万 | 0.13% | 53,040 | 24,293 | 84.5% | $2,084.51万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $4,591.50万 | 0.13% | 270,708 | -108,000 | -28.5% | -$1,831.80万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC CL C | $4,593.60万 | 0.13% | 106,467 | -26,669 | -20.0% | -$1,150.65万 | 减仓 |
| ROST | ROSS STORES INC COM | $4,632.10万 | 0.13% | 217,622 | 48,775 | 28.9% | $1,038.18万 | 加仓 |
| BNY | BANK OF NY MELLON CORP COM | $4,651.90万 | 0.13% | 321,688 | 283 | 0.1% | $4.09万 | 加仓 |
| GRMN | GARMIN LTD SHS | $4,662.10万 | 0.13% | 196,267 | 4,252 | 2.2% | $101.00万 | 加仓 |
| MDT | MEDTRONIC PLC SHS | $4,664.50万 | 0.13% | 596,254 | -6,509 | -1.1% | -$50.92万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC COM | $4,691.30万 | 0.13% | 340,592 | -305,658 | -47.3% | -$4,210.12万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC COM | $4,720.30万 | 0.13% | 95,345 | -63,430 | -39.9% | -$3,140.27万 | 减仓 |
| APP | APPLOVIN CORP COM CL A | $4,831.80万 | 0.14% | 93,780 | -14,919 | -13.7% | -$768.67万 | 减仓 |
| EQIX | EQUINIX INC COM | $4,859.80万 | 0.14% | 46,622 | 2,029 | 4.6% | $211.50万 | 加仓 |
| ARGX | ARGENX SE SPONSORED ADR | $4,885.00万 | 0.14% | 52,653 | -2,273 | -4.1% | -$210.88万 | 减仓 |
| HALO | HALOZYME THERAPEUTICS INC COM | $4,945.90万 | 0.14% | 631,899 | 138,430 | 28.1% | $1,083.50万 | 加仓 |
| GEV | GE VERNOVA INC COM | $5,083.90万 | 0.14% | 43,272 | 34,072 | 370.3% | $4,003.02万 | 加仓 |
| PLUG | PLUG PWR INC COM NEW | $5,152.90万 | 0.15% | 19,014,270 | 15,537,320 | 446.9% | $4,210.64万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO COM | $5,244.00万 | 0.15% | 910,107 | -446,938 | -32.9% | -$2,575.24万 | 减仓 |
| WM | WASTE MGMT INC DEL COM | $5,400.80万 | 0.15% | 242,318 | 22,896 | 10.4% | $510.31万 | 加仓 |
| DAR | DARLING INGREDIENTS INC COM | $5,436.70万 | 0.15% | 995,368 | -7,055 | -0.7% | -$38.53万 | 减仓 |
| BLK | BLACKROCK INC COM | $5,448.50万 | 0.16% | 56,663 | -1,270 | -2.2% | -$122.12万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $5,509.10万 | 0.16% | 289,223 | 28,425 | 10.9% | $541.44万 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $5,562.70万 | 0.16% | 434,115 | 12,000 | 2.8% | $153.77万 | 加仓 |
| NTRA | NATERA INC COM | $5,640.70万 | 0.16% | 207,800 | 46,800 | 29.1% | $1,270.38万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5,661.50万 | 0.16% | 115,268 | -15,334 | -11.7% | -$753.14万 | 减仓 |
| T | AT&T INC COM | $5,702.40万 | 0.16% | 2,754,788 | -55,986 | -2.0% | -$115.89万 | 减仓 |
| NDAQ | NASDAQ INC COM | $5,817.90万 | 0.17% | 738,126 | 18,774 | 2.6% | $147.98万 | 加仓 |
| DIS | DISNEY WALT CO COM | $5,896.10万 | 0.17% | 612,587 | -48,161 | -7.3% | -$463.55万 | 减仓 |
| CRM | SALESFORCE INC COM | $5,910.10万 | 0.17% | 377,259 | -37,039 | -8.9% | -$580.25万 | 减仓 |
| PFE | PFIZER INC COM | $5,929.50万 | 0.17% | 2,462,431 | 232,528 | 10.4% | $559.92万 | 加仓 |
| CNM | CORE & MAIN INC CL A | $5,952.60万 | 0.17% | 1,233,692 | -67,808 | -5.2% | -$327.18万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP COM | $6,017.30万 | 0.17% | 652,139 | 3,070 | 0.5% | $28.33万 | 加仓 |
| TER | TERADYNE INC COM | $6,192.70万 | 0.18% | 127,990 | 3,250 | 2.6% | $157.25万 | 加仓 |
| COR | CENCORA INC COM | $6,256.90万 | 0.18% | 221,107 | -105,735 | -32.4% | -$2,992.10万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $6,634.60万 | 0.19% | 176,771 | 41,693 | 30.9% | $1,564.83万 | 加仓 |
| ABT | ABBOTT LABORATORIES COM | $6,685.80万 | 0.19% | 736,804 | -444,592 | -37.6% | -$4,034.25万 | 减仓 |
| SCI | SERVICE CORP INTL COM | $6,699.60万 | 0.19% | 881,985 | 32,137 | 3.8% | $244.11万 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $6,761.90万 | 0.19% | 166,035 | -21,903 | -11.7% | -$892.02万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP COM | $6,762.40万 | 0.19% | 1,584,433 | -1,002,628 | -38.8% | -$4,279.24万 | 减仓 |
| COHR | COHERENT CORP COM | $6,807.40万 | 0.19% | 172,570 | 104,805 | 154.7% | $4,134.26万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP COM | $6,832.90万 | 0.19% | 215,189 | -65,696 | -23.4% | -$2,086.05万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC COM | $6,863.20万 | 0.20% | 1,620,964 | 94,605 | 6.2% | $400.56万 | 加仓 |
| MCD | MCDONALDS CORP COM | $6,881.50万 | 0.20% | 254,579 | -11,847 | -4.4% | -$320.24万 | 减仓 |
| PLD | PROLOGIS INC. COM | $6,929.80万 | 0.20% | 511,537 | 34,582 | 7.3% | $468.48万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC COM | $7,077.00万 | 0.20% | 980,731 | -184,776 | -15.9% | -$1,333.35万 | 减仓 |
| HCA | HCA HEALTHCARE INC COM | $7,122.90万 | 0.20% | 182,691 | -7,712 | -4.1% | -$300.68万 | 减仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC COM | $7,190.50万 | 0.20% | 1,230,401 | 175,281 | 16.6% | $1,024.35万 | 加仓 |
| UNP | UNION PAC CORP COM | $7,194.20万 | 0.20% | 264,491 | -11,378 | -4.1% | -$309.48万 | 减仓 |
| DE | DEERE & CO COM | $7,272.00万 | 0.21% | 114,640 | -6,578 | -5.4% | -$417.26万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A SHS | $7,274.70万 | 0.21% | 158,445 | -2,679 | -1.7% | -$123.00万 | 减仓 |
| MKSI | MKS INC. COM | $7,316.50万 | 0.21% | 164,490 | -28,010 | -14.6% | -$1,245.88万 | 减仓 |
| PEP | PEPSICO INC COM | $7,613.50万 | 0.22% | 562,298 | 30,379 | 5.7% | $411.33万 | 加仓 |
| CSL | CARLISLE COS INC COM | $7,728.90万 | 0.22% | 213,065 | 50,988 | 31.5% | $1,849.58万 | 加仓 |
| WELL | WELLTOWER INC COM | $8,014.80万 | 0.23% | 353,123 | 36,308 | 11.5% | $824.08万 | 加仓 |
| ALB | ALBEMARLE CORP COM | $8,137.10万 | 0.23% | 602,617 | 73,815 | 14.0% | $996.72万 | 加仓 |
| AXP | AMERICAN EXPRESS CO COM | $8,279.20万 | 0.24% | 244,766 | 39,679 | 19.3% | $1,342.14万 | 加仓 |