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 |
|---|---|---|---|---|---|---|---|---|
| BAP | CREDICORP LTD COM | $8,444.40万 | 0.24% | 216,757 | -81,765 | -27.4% | -$3,185.39万 | 减仓 |
| NOW | SERVICENOW INC COM | $8,650.80万 | 0.25% | 871,356 | -43,249 | -4.7% | -$429.37万 | 减仓 |
| SYK | STRYKER CORPORATION COM | $9,039.80万 | 0.26% | 287,125 | -3,128 | -1.1% | -$98.48万 | 减仓 |
| TJX | TJX COS INC NEW COM | $9,330.00万 | 0.27% | 615,842 | -15,250 | -2.4% | -$231.04万 | 减仓 |
| VRT | VERTIV HOLDINGS CO COM CL A | $9,398.50万 | 0.27% | 280,702 | -39,568 | -12.4% | -$1,324.82万 | 减仓 |
| WFC | WELLS FARGO & CO COM | $9,522.70万 | 0.27% | 1,152,317 | -57,139 | -4.7% | -$472.19万 | 减仓 |
| C | CITIGROUP INC COM NEW | $9,551.10万 | 0.27% | 682,416 | -18,934 | -2.7% | -$265.00万 | 减仓 |
| ADI | ANALOG DEVICES INC COM | $9,574.10万 | 0.27% | 241,059 | -12,431 | -4.9% | -$493.72万 | 减仓 |
| GLW | CORNING INC COM | $9,851.00万 | 0.28% | 385,665 | -35,407 | -8.4% | -$904.40万 | 减仓 |
| QCOM | QUALCOMM INC COM | $9,976.70万 | 0.28% | 539,896 | -156,046 | -22.4% | -$2,883.56万 | 减仓 |
| ENPH | ENPHASE ENERGY INC COM | $1.04亿 | 0.30% | 2,111,158 | 1,283,052 | 154.9% | $6,317.72万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD SPONSORED ADS | $1.05亿 | 0.30% | 1,091,253 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL ORD SHS | $1.06亿 | 0.30% | 109,611 | -54,642 | -33.3% | -$5,272.97万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $1.08亿 | 0.31% | 218,292 | -2,555 | -1.2% | -$126.91万 | 减仓 |
| ORCL | ORACLE CORP COM | $1.09亿 | 0.31% | 744,934 | -1,773 | -0.2% | -$25.98万 | 减仓 |
| MS | MORGAN STANLEY COM NEW | $1.10亿 | 0.31% | 526,074 | 67,900 | 14.8% | $1,419.39万 | 加仓 |
| LIN | LINDE PLC SHS | $1.11亿 | 0.32% | 214,614 | -8,636 | -3.9% | -$448.16万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $1.13亿 | 0.32% | 1,089,694 | 496,124 | 83.6% | $5,132.41万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC COM | $1.16亿 | 0.33% | 649,602 | 36,452 | 5.9% | $649.72万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC COM | $1.17亿 | 0.33% | 115,455 | -105 | -0.1% | -$10.62万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $1.18亿 | 0.33% | 154,016 | -3,232 | -2.1% | -$246.65万 | 减仓 |
| MCK | MCKESSON CORP COM | $1.21亿 | 0.35% | 160,354 | -24,987 | -13.5% | -$1,888.01万 | 减仓 |
| GILD | GILEAD SCIENCES INC COM | $1.23亿 | 0.35% | 975,089 | -76,090 | -7.2% | -$961.32万 | 减仓 |
| TXN | TEXAS INSTRS INC COM | $1.25亿 | 0.36% | 419,960 | 51,360 | 13.9% | $1,530.88万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC COM | $1.25亿 | 0.36% | 421,088 | -146,937 | -25.9% | -$4,377.11万 | 减仓 |
| AMGN | AMGEN INC COM | $1.26亿 | 0.36% | 346,596 | 47,052 | 15.7% | $1,703.84万 | 加仓 |
| PWR | QUANTA SVCS INC COM | $1.26亿 | 0.36% | 175,202 | -38,595 | -18.1% | -$2,778.98万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC COM NEW | $1.27亿 | 0.36% | 319,944 | -31,273 | -8.9% | -$1,243.66万 | 减仓 |
| SNDK | SANDISK CORP COM | $1.31亿 | 0.37% | 57,564 | 14,964 | 35.1% | $3,402.41万 | 加仓 |
| KO | COCA COLA CO COM | $1.31亿 | 0.37% | 1,614,283 | 15,499 | 1.0% | $125.96万 | 加仓 |
| PG | PROCTER & GAMBLE CO COM | $1.36亿 | 0.39% | 926,459 | -9,083 | -1.0% | -$133.19万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP COM | $1.39亿 | 0.40% | 1,541,212 | 278,208 | 22.0% | $2,516.67万 | 加仓 |
| WDC | WESTERN DIGITAL CORP COM | $1.47亿 | 0.42% | 230,578 | 96,078 | 71.4% | $6,136.70万 | 加仓 |
| FSLR | FIRST SOLAR INC COM | $1.61亿 | 0.46% | 683,112 | 89,214 | 15.0% | $2,105.09万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $1.79亿 | 0.51% | 638,216 | 296,372 | 86.7% | $8,334.29万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC COM | $1.83亿 | 0.52% | 537,550 | -186,097 | -25.7% | -$6,346.27万 | 减仓 |
| HD | HOME DEPOT INC COM | $1.84亿 | 0.53% | 522,512 | -29,206 | -5.3% | -$1,030.04万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC SPONSORED ADS | $1.86亿 | 0.53% | 389,578 | -154,822 | -28.4% | -$7,393.84万 | 减仓 |
| WMT | WALMART INC COM | $1.92亿 | 0.55% | 1,696,392 | -68,109 | -3.9% | -$771.40万 | 减仓 |
| ANET | ARISTA NETWORKS INC COM SHS | $1.97亿 | 0.56% | 1,157,934 | -121,138 | -9.5% | -$2,057.89万 | 减仓 |
| NFLX | NETFLIX INC. COM | $2.01亿 | 0.57% | 2,820,999 | -542,555 | -16.1% | -$3,873.84万 | 减仓 |
| CAT | CATERPILLAR INC COM | $2.18亿 | 0.62% | 205,152 | 76,641 | 59.6% | $8,161.49万 | 加仓 |
| V | VISA INC COM CL A | $2.23亿 | 0.63% | 649,345 | 2,369 | 0.4% | $81.28万 | 加仓 |
| NXT | NEXTPOWER INC CLASS A COM | $2.40亿 | 0.68% | 2,013,766 | -6,770 | -0.3% | -$80.66万 | 减仓 |
| LRCX | LAM RESEARCH CORP COM NEW | $2.45亿 | 0.70% | 565,142 | -35,142 | -5.9% | -$1,522.81万 | 减仓 |
| BE | BLOOM ENERGY CORP COM CL A | $2.46亿 | 0.70% | 813,452 | -313,697 | -27.8% | -$9,495.61万 | 减仓 |
| MRK | MERCK & CO INC COM | $2.52亿 | 0.72% | 1,959,794 | 95,489 | 5.1% | $1,227.04万 | 加仓 |
| BAC | BANK OF AMER CORP COM | $2.58亿 | 0.74% | 4,529,611 | -69,510 | -1.5% | -$396.07万 | 减仓 |
| KLAC | KLA CORP COM NEW | $2.59亿 | 0.74% | 858,984 | 62,314 | 7.8% | $1,880.08万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL CL B NEW | $2.62亿 | 0.75% | 522,748 | 1,797 | 0.3% | $89.92万 | 加仓 |
| MA | MASTERCARD INCORPORATED CL A | $2.62亿 | 0.75% | 510,758 | -12,867 | -2.5% | -$660.85万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $2.70亿 | 0.77% | 538,524 | -96,304 | -15.2% | -$4,828.29万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC COM | $2.86亿 | 0.81% | 687,561 | 339,020 | 97.3% | $1.41亿 | 加仓 |
| CSCO | CISCO SYS INC COM | $2.88亿 | 0.82% | 2,453,299 | -93,041 | -3.7% | -$1,092.86万 | 减仓 |
| INTC | INTEL CORP COM | $3.16亿 | 0.90% | 2,263,752 | 413,671 | 22.4% | $5,776.09万 | 加仓 |
| AMAT | APPLIED MATLS INC COM | $3.35亿 | 0.95% | 462,685 | 105,776 | 29.6% | $7,647.60万 | 加仓 |
| ABBV | ABBVIE INC COM | $3.43亿 | 0.98% | 1,362,464 | -19,132 | -1.4% | -$481.44万 | 减仓 |
| JNJ | JOHNSON & JOHNSON COM | $4.98亿 | 1.42% | 1,959,262 | 18,653 | 1.0% | $473.73万 | 加仓 |
| JPM | JPMORGAN CHASE & CO COM | $5.08亿 | 1.45% | 1,551,236 | -20,390 | -1.3% | -$667.43万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC COM | $5.81亿 | 1.66% | 1,000,860 | 164,433 | 19.7% | $9,552.08万 | 加仓 |
| META | META PLATFORMS INC CL A | $6.31亿 | 1.80% | 1,120,604 | -9,260 | -0.8% | -$521.61万 | 减仓 |
| MU | MICRON TECHNOLOGY INC COM | $7.28亿 | 2.07% | 630,685 | 37,420 | 6.3% | $4,319.35万 | 加仓 |
| LLY | ELI LILLY & CO COM | $8.17亿 | 2.33% | 680,927 | -27,617 | -3.9% | -$3,312.46万 | 减仓 |
| AVGO | BROADCOM INC COM | $9.39亿 | 2.67% | 2,485,199 | -140,767 | -5.4% | -$5,317.47万 | 减仓 |
| GOOG | ALPHABET INC CAP STK CL C | $10.09亿 | 2.87% | 2,854,989 | 359 | 0.0% | $12.68万 | 加仓 |
| GOOGL | ALPHABET INC CAP STK CL A | $10.54亿 | 3.00% | 2,949,453 | 72,119 | 2.5% | $2,577.32万 | 加仓 |
| AMZN | AMAZON COM INC COM | $12.35亿 | 3.52% | 5,180,597 | 49,660 | 1.0% | $1,183.60万 | 加仓 |
| MSFT | MICROSOFT CORP COM | $14.22亿 | 4.05% | 3,811,080 | 115,037 | 3.1% | $4,291.11万 | 加仓 |
| AAPL | APPLE INC COM | $20.00亿 | 5.70% | 6,910,385 | -235,238 | -3.3% | -$6,806.85万 | 减仓 |
| NVDA | NVIDIA CORPORATION COM | $22.75亿 | 6.48% | 11,369,496 | 3,989 | 0.0% | $79.82万 | 加仓 |