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 |
|---|---|---|---|---|---|---|---|---|
| LFST | LIFESTANCE HEALTH GROUP INC COM | $44.00万 | 0.00% | 41,100 | 11,100 | 37.0% | $11.88万 | 加仓 |
| FA | FIRST ADVANTAGE CORP NEW COM | $43.90万 | 0.00% | 24,300 | 8,300 | 51.9% | $14.99万 | 加仓 |
| ENOV | ENOVIS CORPORATION COM | $43.70万 | 0.00% | 21,117 | 1,800 | 9.3% | $3.72万 | 加仓 |
| NCNO | NCINO INC COM | $43.20万 | 0.00% | 26,400 | 3,700 | 16.3% | $6.05万 | 加仓 |
| SLVM | SYLVAMO CORP COMMON STOCK | $43.10万 | 0.00% | 11,400 | -1,900 | -14.3% | -$7.18万 | 减仓 |
| USLM | UNITED STS LIME & MINERALS I COM | $42.90万 | 0.00% | 4,100 | 0 | 0.0% | — | 不变 |
| HTH | HILLTOP HLDGS INC COM | $42.80万 | 0.00% | 11,046 | 0 | 0.0% | — | 不变 |
| ATEC | ALPHATEC HLDGS INC COM NEW | $42.70万 | 0.00% | 49,400 | 49,400 | — | $42.70万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP COM CL A | $42.60万 | 0.00% | 6,200 | 900 | 17.0% | $6.18万 | 加仓 |
| CENTA | CENTRAL GARDEN & PET CO CL A NON-VTG | $42.60万 | 0.00% | 10,979 | 3,000 | 37.6% | $11.64万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC COM | $41.90万 | 0.00% | 23,100 | 0 | 0.0% | — | 不变 |
| KRNT | KORNIT DIGITAL LTD SHS | $41.70万 | 0.00% | 25,657 | 0 | 0.0% | — | 不变 |
| YELP | YELP INC CL A | $41.10万 | 0.00% | 16,781 | 300 | 1.8% | $7,348 | 加仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO COM | $41.10万 | 0.00% | 53,100 | 11,300 | 27.0% | $8.75万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD COM CL C | $40.90万 | 0.00% | 37,200 | 0 | 0.0% | — | 不变 |
| — | LEGGETT & PLATT INC COM | $40.90万 | 0.00% | 34,900 | 0 | 0.0% | — | 不变 |
| JBLU | JETBLUE AIRWAYS CORP COM | $40.50万 | 0.00% | 70,700 | -3,500 | -4.7% | -$2.00万 | 减仓 |
| TGLS | TECNOGLASS INC ORD SHS | $40.30万 | 0.00% | 8,600 | 0 | 0.0% | — | 不变 |
| DXC | DXC TECHNOLOGY CO COM | $40.20万 | 0.00% | 45,400 | 0 | 0.0% | — | 不变 |
| KMPR | KEMPER CORP COM | $39.60万 | 0.00% | 14,673 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER CO COM | $39.40万 | 0.00% | 10,330 | -51,801 | -83.4% | -$197.58万 | 减仓 |
| TNET | TRINET GROUP INC COM | $39.30万 | 0.00% | 7,937 | 0 | 0.0% | — | 不变 |
| UAA | UNDER ARMOUR INC CL A | $39.00万 | 0.00% | 61,100 | -4,400 | -6.7% | -$2.81万 | 减仓 |
| SVV | SAVERS VALUE VLG INC COM | $39.00万 | 0.00% | 38,700 | 17,400 | 81.7% | $17.53万 | 加仓 |
| PH | PARKER-HANNIFIN CORP COM | $38.80万 | 0.00% | 397 | 104 | 35.5% | $10.16万 | 加仓 |
| VEON | VEON LTD SPONSORED ADS | $38.60万 | 0.00% | 7,400 | 500 | 7.2% | $2.61万 | 加仓 |
| ASTH | ASTRANA HEALTH INC COM NEW | $38.10万 | 0.00% | 8,200 | 0 | 0.0% | — | 不变 |
| AI | C3 AI INC CL A | $37.70万 | 0.00% | 41,500 | 9,900 | 31.3% | $8.99万 | 加仓 |
| LKFN | LAKELAND FINL CORP COM | $37.20万 | 0.00% | 6,030 | 0 | 0.0% | — | 不变 |
| — | GLOBAL BUSINESS TRAVEL GROUP COM CL A | $37.20万 | 0.00% | 39,600 | 8,700 | 28.2% | $8.17万 | 加仓 |
| NOMD | NOMAD FOODS LTD USD ORD SHS | $37.10万 | 0.00% | 33,900 | -17,200 | -33.7% | -$18.82万 | 减仓 |
| LILA | LIBERTY LATIN AMERICA LTD COM CL A | $36.80万 | 0.00% | 46,900 | 12,700 | 37.1% | $9.97万 | 加仓 |
| TIC | TIC SOLUTIONS INC COM | $36.60万 | 0.00% | 45,200 | 4,200 | 10.2% | $3.40万 | 加仓 |
| BLCO | BAUSCH PLUS LOMB CORP COMMON SHARES | $36.40万 | 0.00% | 22,000 | 1,100 | 5.3% | $1.82万 | 加仓 |
| TFIN | TRIUMPH FINANCIAL INC COM | $35.90万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE INC COM | $35.50万 | 0.00% | 1,319 | 394 | 42.6% | $10.60万 | 加仓 |
| FIZZ | NATIONAL BEVERAGE CORP COM | $35.20万 | 0.00% | 11,283 | 0 | 0.0% | — | 不变 |
| TMC | TMC THE METALS COMPANY INC COM | $35.00万 | 0.00% | 79,100 | 79,100 | — | $35.00万 | 新建仓 |
| FLO | FLOWERS FOODS INC COM | $34.90万 | 0.00% | 44,206 | -32,100 | -42.1% | -$25.34万 | 减仓 |
| ROCK | GIBRALTAR INDS INC COM | $34.80万 | 0.00% | 7,709 | -100 | -1.3% | -$4,514 | 减仓 |
| ENVX | ENOVIX CORPORATION COM | $34.10万 | 0.00% | 56,200 | -1,106,493 | -95.2% | -$671.38万 | 减仓 |
| TCBK | TRICO BANCSHARES COM | $33.90万 | 0.00% | 6,300 | 0 | 0.0% | — | 不变 |
| KMT | KENNAMETAL INC COM | $33.60万 | 0.00% | 9,574 | 0 | 0.0% | — | 不变 |
| — | STELLAR BANCORP INC COM | $33.00万 | 0.00% | 8,400 | 0 | 0.0% | — | 不变 |
| BLSH | BULLISH ORD SHS | $33.00万 | 0.00% | 14,100 | 14,100 | — | $33.00万 | 新建仓 |
| CENT | CENTRAL GARDEN & PET CO COM | $32.90万 | 0.00% | 7,416 | -600 | -7.5% | -$2.66万 | 减仓 |
| VERX | VERTEX INC CL A | $32.70万 | 0.00% | 28,500 | -17,200 | -37.6% | -$19.73万 | 减仓 |
| PRKS | UNITED PARKS & RESORTS INC COM | $32.50万 | 0.00% | 6,800 | 0 | 0.0% | — | 不变 |
| WABC | WESTAMERICA BANCORPORATION COM | $32.40万 | 0.00% | 5,530 | 0 | 0.0% | — | 不变 |
| UPWK | UPWORK INC COM | $32.20万 | 0.00% | 38,500 | 6,300 | 19.6% | $5.27万 | 加仓 |
| SRCE | 1ST SOURCE CORP COM | $32.20万 | 0.00% | 3,951 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD SPONSORED ADR | $31.50万 | 0.00% | 30,000 | -4,598 | -13.3% | -$4.83万 | 减仓 |
| GSHD | GOOSEHEAD INS INC COM CL A | $31.50万 | 0.00% | 6,500 | 700 | 12.1% | $3.39万 | 加仓 |
| SGRY | SURGERY PARTNERS INC COM | $31.20万 | 0.00% | 18,600 | 500 | 2.8% | $8,387 | 加仓 |
| ADNT | ADIENT PLC ORD SHS | $31.00万 | 0.00% | 16,860 | 0 | 0.0% | — | 不变 |
| WB | WEIBO CORP SPONSORED ADR | $30.60万 | 0.00% | 42,140 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $30.40万 | 0.00% | 851 | -2,315 | -73.1% | -$82.70万 | 减仓 |
| REYN | REYNOLDS CONSUMER PRODS INC COM | $28.70万 | 0.00% | 10,700 | 10,700 | — | $28.70万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC COMMON STOCK | $27.60万 | 0.00% | 94,100 | 0 | 0.0% | — | 不变 |
| WCN | WASTE CONNECTIONS INC COM | $27.50万 | 0.00% | 1,648 | 0 | 0.0% | — | 不变 |
| UWMC | UWM HOLDINGS CORPORATION COM CL A | $27.30万 | 0.00% | 119,100 | -22,400 | -15.8% | -$5.13万 | 减仓 |
| HOPE | HOPE BANCORP INC COM | $26.90万 | 0.00% | 19,669 | 0 | 0.0% | — | 不变 |
| TR | TOOTSIE ROLL INDS INC COM | $26.80万 | 0.00% | 6,773 | 399 | 6.3% | $1.58万 | 加仓 |
| SAIL | SAILPOINT INC COM | $26.40万 | 0.00% | 18,000 | 2,200 | 13.9% | $3.23万 | 加仓 |
| VRRM | VERRA MOBILITY CORP CL A COM STK | $25.60万 | 0.00% | 60,200 | 11,700 | 24.1% | $4.98万 | 加仓 |
| CNXC | CONCENTRIX CORP COM | $25.10万 | 0.00% | 11,200 | 600 | 5.7% | $1.34万 | 加仓 |
| ACT | ENACT HLDGS INC COM | $25.10万 | 0.00% | 5,500 | 5,500 | — | $25.10万 | 新建仓 |
| RUM | RUM GROUP INC COM CL A | $25.00万 | 0.00% | 39,500 | 10,900 | 38.1% | $6.90万 | 加仓 |
| HG | HAMILTON INSURANCE GROUP LTD CL B | $24.40万 | 0.00% | 7,200 | 7,200 | — | $24.40万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $24.30万 | 0.00% | 3,178 | -2,166 | -40.5% | -$16.56万 | 减仓 |
| VNET | VNET GROUP INC SPONSORED ADS A | $24.10万 | 0.00% | 30,000 | -21,400 | -41.6% | -$17.19万 | 减仓 |
| CSIQ | CANADIAN SOLAR INC COM | $23.40万 | 0.00% | 14,600 | 14,600 | — | $23.40万 | 新建仓 |
| TDG | TRANSDIGM GROUP INC COM | $23.20万 | 0.00% | 174 | 174 | — | $23.20万 | 新建仓 |
| ASAN | ASANA INC CL A | $23.00万 | 0.00% | 32,900 | 9,700 | 41.8% | $6.78万 | 加仓 |
| AHCO | ADAPTHEALTH CORP COMMON STOCK | $22.60万 | 0.00% | 21,700 | 21,700 | — | $22.60万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP COM | $22.20万 | 0.00% | 893 | 165 | 22.7% | $4.10万 | 加仓 |
| HUN | HUNTSMAN CORP COM | $22.00万 | 0.00% | 20,713 | -14,900 | -41.8% | -$15.83万 | 减仓 |
| UA | UNDER ARMOUR INC CL C | $22.00万 | 0.00% | 35,400 | 0 | 0.0% | — | 不变 |
| PONY | PONY AI INC SPONSORED ADS | $21.50万 | 0.00% | 30,977 | 277 | 0.9% | $1,923 | 加仓 |
| GRND | GRINDR INC COM | $21.10万 | 0.00% | 14,700 | 14,700 | — | $21.10万 | 新建仓 |
| EFOR | EVERFORTH INC COM | $19.20万 | 0.00% | 10,723 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN LIMITED SPONSORED ADS | $17.00万 | 0.00% | 13,175 | 0 | 0.0% | — | 不变 |
| TIGR | UP FINTECH HLDG LTD SPONSORED ADS | $16.50万 | 0.00% | 37,500 | 9,800 | 35.4% | $4.31万 | 加仓 |
| TAL | TAL ED GROUP SPONSORED ADS | $15.40万 | 0.00% | 16,064 | 0 | 0.0% | — | 不变 |
| — | ELME COMMUNITIES SH BEN INT | $4.50万 | 0.00% | 30,483 | 0 | 0.0% | — | 不变 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE SHS | $0 | 0.00% | 0 | -332,419 | -100.0% | -$3,014.00万 | 清仓 |
| CCL | CARNIVAL CORP COMMON STOCK | $0 | 0.00% | 0 | -543,140 | -100.0% | -$1,405.60万 | 清仓 |
| CLBT | CELLEBRITE DI LTD ORDINARY SHARES | $0 | 0.00% | 0 | -975,000 | -100.0% | -$1,343.60万 | 清仓 |
| — | GLOBAL WTR RES INC COM | $0 | 0.00% | 0 | -1,281,703 | -100.0% | -$972.80万 | 清仓 |
| BBD | BANCO BRADESCO S A SP ADR PFD NEW | $0 | 0.00% | 0 | -2,027,000 | -100.0% | -$739.90万 | 清仓 |
| — | HOLOGIC INC COM | $0 | 0.00% | 0 | -67,400 | -100.0% | -$509.50万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S SPONSORED ADR | $0 | 0.00% | 0 | -15,467 | -100.0% | -$353.80万 | 清仓 |
| VIV | TELEFONICA BRASIL SA SPONSORED ADS | $0 | 0.00% | 0 | -207,067 | -100.0% | -$329.40万 | 清仓 |
| — | AIR LEASE CORP CL A | $0 | 0.00% | 0 | -42,053 | -100.0% | -$273.10万 | 清仓 |
| FLS | FLOWSERVE CORP COM | $0 | 0.00% | 0 | -37,000 | -100.0% | -$272.00万 | 清仓 |
| — | MASIMO CORP COM | $0 | 0.00% | 0 | -14,730 | -100.0% | -$262.00万 | 清仓 |
| SUZ | SUZANO S A SPON ADS | $0 | 0.00% | 0 | -240,000 | -100.0% | -$240.20万 | 清仓 |
| IVZ | INVESCO LTD SHS | $0 | 0.00% | 0 | -91,700 | -100.0% | -$222.70万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I CL A | $0 | 0.00% | 0 | -83,200 | -100.0% | -$196.80万 | 清仓 |
| VSNT | VERSANT MEDIA GROUP INC COM CL A | $0 | 0.00% | 0 | -49,965 | -100.0% | -$185.00万 | 清仓 |