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 |
|---|---|---|---|---|---|---|---|---|
| MRVL | MARVELL TECHNOLOGY INC COM | $5,626.30万 | 0.19% | 568,025 | -10,179 | -1.8% | -$100.82万 | 减仓 |
| BLK | BLACKROCK INC COM | $5,571.50万 | 0.19% | 57,933 | -1,059 | -1.8% | -$101.85万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC SHS | $5,442.70万 | 0.18% | 130,602 | -20,207 | -13.4% | -$842.11万 | 减仓 |
| CSL | CARLISLE COS INC COM | $5,407.20万 | 0.18% | 162,077 | -33,611 | -17.2% | -$1,121.33万 | 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 |
| MDT | MEDTRONIC PLC SHS | $5,222.90万 | 0.17% | 602,763 | -66,322 | -9.9% | -$574.68万 | 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 |
| ECL | ECOLAB INC COM | $5,035.50万 | 0.17% | 189,290 | -10,733 | -5.4% | -$285.52万 | 减仓 |
| DHR | DANAHER CORP DEL COM | $4,944.70万 | 0.16% | 260,798 | -19,081 | -6.8% | -$361.77万 | 减仓 |
| ADBE | ADOBE INC COM | $4,886.90万 | 0.16% | 201,041 | 41,174 | 25.8% | $1,000.86万 | 加仓 |
| DT | DYNATRACE INC COM NEW | $4,849.60万 | 0.16% | 1,311,400 | -211,000 | -13.9% | -$780.28万 | 减仓 |
| LOW | LOWES COS INC COM | $4,843.80万 | 0.16% | 205,002 | 2,740 | 1.4% | $64.74万 | 加仓 |
| NTES | NETEASE COM INC SPONSORED ADS | $4,725.20万 | 0.16% | 422,115 | -77,000 | -15.4% | -$861.95万 | 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 |
| ADSK | AUTODESK INC COM | $4,621.90万 | 0.15% | 193,062 | -13,577 | -6.6% | -$325.03万 | 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 |
| ON | ON SEMICONDUCTOR CORP COM | $4,588.70万 | 0.15% | 741,074 | -259,620 | -25.9% | -$1,607.56万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $4,515.10万 | 0.15% | 136,462 | 277 | 0.2% | $9.17万 | 加仓 |
| NVT | NVENT ELEC PLC SHS | $4,479.40万 | 0.15% | 378,708 | -157,076 | -29.3% | -$1,857.91万 | 减仓 |
| GRMN | GARMIN LTD SHS | $4,454.90万 | 0.15% | 192,015 | -2,089 | -1.1% | -$48.47万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V COM | $4,424.20万 | 0.15% | 224,736 | -10,685 | -4.5% | -$210.35万 | 减仓 |
| MKSI | MKS INC. COM | $4,423.80万 | 0.15% | 192,500 | 34,100 | 21.5% | $783.64万 | 加仓 |
| EQIX | EQUINIX INC COM | $4,371.20万 | 0.15% | 44,593 | 590 | 1.3% | $57.83万 | 加仓 |
| APP | APPLOVIN CORP COM CL A | $4,326.20万 | 0.14% | 108,699 | -3,244 | -2.9% | -$129.11万 | 减仓 |
| CVS | CVS HEALTH CORP COM | $4,263.00万 | 0.14% | 593,570 | -701 | -0.1% | -$5.03万 | 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 |
| PGR | PROGRESSIVE CORP COM | $4,089.80万 | 0.14% | 206,306 | -754 | -0.4% | -$14.95万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC COM | $4,015.20万 | 0.13% | 434,964 | -6,177 | -1.4% | -$57.02万 | 减仓 |
| ARGX | ARGENX SE SPONSORED ADR | $4,011.00万 | 0.13% | 54,926 | 2,248 | 4.3% | $164.16万 | 加仓 |
| CMCSA | COMCAST CORP NEW CL A | $3,972.50万 | 0.13% | 1,383,652 | 18,884 | 1.4% | $54.22万 | 加仓 |
| JBL | JABIL INC COM | $3,894.60万 | 0.13% | 146,616 | -68,232 | -31.8% | -$1,812.46万 | 减仓 |
| PDD | PDD HOLDINGS INC SPONSORED ADS | $3,885.70万 | 0.13% | 380,279 | 90,860 | 31.4% | $928.41万 | 加仓 |
| CSX | CSX CORP COM | $3,849.90万 | 0.13% | 937,851 | 477 | 0.1% | $1.96万 | 加仓 |
| COF | CAPITAL ONE FINL CORP COM | $3,843.90万 | 0.13% | 210,708 | -2,970 | -1.4% | -$54.18万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS INC COM NEW | $3,840.10万 | 0.13% | 88,487 | -3,451 | -3.8% | -$149.76万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP COM | $3,812.80万 | 0.13% | 321,405 | -7,852 | -2.4% | -$93.15万 | 减仓 |
| CB | CHUBB LTD SWITZ COM | $3,811.60万 | 0.13% | 116,945 | -1,855 | -1.6% | -$60.46万 | 减仓 |
| CME | CME GROUP INC COM | $3,803.90万 | 0.13% | 128,794 | -6,197 | -4.6% | -$183.03万 | 减仓 |
| NU | NU HLDGS LTD ORD SHS CL A | $3,770.40万 | 0.13% | 2,623,808 | 835,662 | 46.7% | $1,200.84万 | 加仓 |
| MELI | MERCADOLIBRE INC COM | $3,759.20万 | 0.13% | 21,742 | -497 | -2.2% | -$85.93万 | 减仓 |
| FDX | FEDEX CORP COM | $3,754.00万 | 0.13% | 105,396 | 1,498 | 1.4% | $53.36万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC COM | $3,753.40万 | 0.13% | 135,078 | -2,312 | -1.7% | -$64.24万 | 减仓 |
| HLI | HOULIHAN LOKEY INC CL A | $3,742.10万 | 0.12% | 260,558 | -52,900 | -16.9% | -$759.74万 | 减仓 |
| TER | TERADYNE INC COM | $3,698.00万 | 0.12% | 124,740 | -131,529 | -51.3% | -$3,899.26万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC CL B | $3,664.40万 | 0.12% | 372,471 | -31,714 | -7.8% | -$312.00万 | 减仓 |
| ROST | ROSS STORES INC COM | $3,657.70万 | 0.12% | 168,847 | 1,196 | 0.7% | $25.91万 | 加仓 |
| NET | CLOUDFLARE INC CL A COM | $3,644.90万 | 0.12% | 176,646 | -484 | -0.3% | -$9.99万 | 减仓 |
| WDC | WESTERN DIGITAL CORP COM | $3,638.10万 | 0.12% | 134,500 | -1,000 | -0.7% | -$27.05万 | 减仓 |
| MMM | 3M CO COM | $3,616.60万 | 0.12% | 249,029 | -22,748 | -8.4% | -$330.36万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $3,592.00万 | 0.12% | 171,021 | 3,816 | 2.3% | $80.15万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN COM | $3,580.00万 | 0.12% | 227,617 | -13,076 | -5.4% | -$205.66万 | 减仓 |
| FCX | FREEPORT MCMORAN INC CL B | $3,506.60万 | 0.12% | 596,561 | -5,979 | -1.0% | -$35.14万 | 减仓 |
| AMT | AMERICAN TOWER CORP COM | $3,492.20万 | 0.12% | 202,353 | -1,180 | -0.6% | -$20.36万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3,483.40万 | 0.12% | 200,829 | 5,173 | 2.6% | $89.73万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP COM | $3,480.80万 | 0.12% | 121,281 | 2,406 | 2.0% | $69.05万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC COM | $3,458.40万 | 0.12% | 132,866 | -14,361 | -9.8% | -$373.81万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC COM | $3,436.70万 | 0.11% | 31,433 | -3,682 | -10.5% | -$402.57万 | 减仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC COM | $3,393.80万 | 0.11% | 923,484 | 6,700 | 0.7% | $24.62万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $3,361.50万 | 0.11% | 252,539 | -117,998 | -31.8% | -$1,570.65万 | 减仓 |
| CTVA | CORTEVA INC COM | $3,351.20万 | 0.11% | 400,335 | -2,510 | -0.6% | -$21.01万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO COM | $3,325.70万 | 0.11% | 103,750 | -190 | -0.2% | -$6.09万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN COM | $3,314.40万 | 0.11% | 163,128 | 1,595 | 1.0% | $32.41万 | 加仓 |
| MWH | SOLV ENERGY INC COM SHS CL A ADDED | $3,301.60万 | 0.11% | 1,099,439 | 1,099,439 | — | $3,301.60万 | 新建仓 |
| NTRA | NATERA INC COM | $3,219.80万 | 0.11% | 161,000 | 0 | 0.0% | — | 不变 |
| HALO | HALOZYME THERAPEUTICS INC COM | $3,189.30万 | 0.11% | 493,469 | -98,400 | -16.6% | -$635.96万 | 减仓 |
| EWBC | EAST WEST BANCORP INC COM | $3,168.60万 | 0.11% | 296,800 | -41,200 | -12.2% | -$439.85万 | 减仓 |
| BX | BLACKSTONE INC COM | $3,139.90万 | 0.10% | 273,058 | -1,972 | -0.7% | -$22.68万 | 减仓 |
| MDB | MONGODB INC CL A | $3,135.40万 | 0.10% | 128,095 | 5,080 | 4.1% | $124.34万 | 加仓 |
| ENPH | ENPHASE ENERGY INC COM | $3,131.10万 | 0.10% | 828,106 | 614,035 | 286.8% | $2,321.69万 | 加仓 |
| DLR | DIGITAL RLTY TR INC COM | $3,128.70万 | 0.10% | 173,614 | 127 | 0.1% | $2.29万 | 加仓 |
| WAB | WABTEC COM | $3,115.20万 | 0.10% | 124,651 | -22,025 | -15.0% | -$550.44万 | 减仓 |
| MDLZ | MONDELEZ INTL INC CL A | $3,105.00万 | 0.10% | 538,694 | 2,394 | 0.4% | $13.80万 | 加仓 |
| CRH | CRH PLC ORD | $3,091.10万 | 0.10% | 294,057 | 7,703 | 2.7% | $80.97万 | 加仓 |
| FAST | FASTENAL CO COM | $3,089.80万 | 0.10% | 665,911 | -7,527 | -1.1% | -$34.92万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE SHS | $3,014.00万 | 0.10% | 332,419 | 20,896 | 6.7% | $189.46万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC COM | $2,939.20万 | 0.10% | 141,245 | -13,416 | -8.7% | -$279.18万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW COM | $2,916.80万 | 0.10% | 156,373 | 3,675 | 2.4% | $68.55万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC COM | $2,909.50万 | 0.10% | 103,039 | -6,674 | -6.1% | -$188.45万 | 减仓 |
| O | REALTY INCOME CORP COM | $2,897.20万 | 0.10% | 473,561 | 8,781 | 1.9% | $53.72万 | 加仓 |
| CVNA | CARVANA CO CL A | $2,883.60万 | 0.10% | 91,723 | -1,101 | -1.2% | -$34.61万 | 减仓 |
| AZO | AUTOZONE INC COM | $2,826.20万 | 0.09% | 8,367 | -137 | -1.6% | -$46.28万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2,806.80万 | 0.09% | 1,022,133 | 13,495 | 1.3% | $37.06万 | 加仓 |
| IQV | IQVIA HLDGS INC COM | $2,787.90万 | 0.09% | 163,472 | -95,071 | -36.8% | -$1,621.37万 | 减仓 |
| AXON | AXON ENTERPRISE INC COM | $2,783.30万 | 0.09% | 65,537 | 6,077 | 10.2% | $258.08万 | 加仓 |
| FIX | COMFORT SYS USA INC COM | $2,762.50万 | 0.09% | 20,033 | -39,865 | -66.6% | -$5,497.28万 | 减仓 |
| SNDK | SANDISK CORP COM | $2,706.50万 | 0.09% | 42,600 | 1,800 | 4.4% | $114.36万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $2,706.40万 | 0.09% | 123,569 | 483 | 0.4% | $10.58万 | 加仓 |
| APG | API GROUP CORP COM STK | $2,692.10万 | 0.09% | 664,400 | -449,600 | -40.4% | -$1,821.75万 | 减仓 |
| CLH | CLEAN HARBORS INC COM | $2,676.50万 | 0.09% | 93,344 | -12,272 | -11.6% | -$351.88万 | 减仓 |
| CL | COLGATE PALMOLIVE CO COM | $2,670.80万 | 0.09% | 313,360 | 5,620 | 1.8% | $47.90万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW COM | $2,670.40万 | 0.09% | 368,534 | -5,216 | -1.4% | -$37.80万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I COM | $2,665.60万 | 0.09% | 91,763 | 2,246 | 2.5% | $65.24万 | 加仓 |
| SNPS | SYNOPSYS INC COM | $2,652.50万 | 0.09% | 66,900 | 711 | 1.1% | $28.19万 | 加仓 |
| CCK | CROWN HLDGS INC COM | $2,636.30万 | 0.09% | 262,973 | -150,027 | -36.3% | -$1,504.02万 | 减仓 |
| EBAY | EBAY INC. COM | $2,629.40万 | 0.09% | 288,882 | -6,860 | -2.3% | -$62.44万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | $2,606.80万 | 0.09% | 277,700 | 134,100 | 93.4% | $1,258.81万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $2,586.00万 | 0.09% | 258,364 | -5,300 | -2.0% | -$53.05万 | 减仓 |
| TW | TRADEWEB MKTS INC CL A | $2,582.60万 | 0.09% | 219,500 | -128,800 | -37.0% | -$1,515.44万 | 减仓 |
| NKE | NIKE INC CL B | $2,553.30万 | 0.09% | 483,391 | 4,178 | 0.9% | $22.07万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI CL A | $2,531.70万 | 0.08% | 121,088 | 105,588 | 681.2% | $2,207.63万 | 重新持有 |