13F 机构持仓

Handelsbanken Fonder AB

STOCKHOLM V7 · SEC CIK 0001398318

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$350.98亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.6%
AAPL 6.0%
MSFT 4.6%
AMZN 3.6%
GOOGL 2.8%
GOOG 2.7%
AVGO 2.7%
LLY 2.2%
META 2.2%
JNJ 1.6%

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
TRV TRAVELERS COMPANIES INC COM $2,524.70万0.08%86,557 6,9158.7% $201.70万 加仓
CAH CARDINAL HEALTH INC COM $2,515.70万0.08%119,052 1,4401.2% $30.43万 加仓
KKR KKR & CO INC COM $2,509.60万0.08%271,309 -7,494-2.7% -$69.32万 减仓
SNOW SNOWFLAKE INC COM SHS $2,498.50万0.08%165,659 -63,001-27.6% -$950.19万 减仓
NBIX NEUROCRINE BIOSCIENCES INC COM $2,475.00万0.08%187,867 -13,000-6.5% -$171.26万 减仓
WSM WILLIAMS SONOMA INC COM $2,465.50万0.08%135,220 15,90013.3% $289.91万 加仓
ZTS ZOETIS INC CL A $2,440.80万0.08%206,477 2,2641.1% $26.76万 加仓
MCO MOODYS CORP COM $2,369.50万0.08%54,315 -141-0.3% -$6.15万 减仓
KRYS KRYSTAL BIOTECH INC COM $2,361.00万0.08%91,400 -14,400-13.6% -$371.97万 减仓
DASH DOORDASH INC CL A $2,343.90万0.08%156,101 -627-0.4% -$9.41万 减仓
CGNX COGNEX CORP COM $2,339.70万0.08%477,583 -281,248-37.1% -$1,377.85万 减仓
WCC WESCO INTL INC COM $2,295.50万0.08%83,893 -63,000-42.9% -$1,723.82万 减仓
ODFL OLD DOMINION FREIGHT LINE IN COM $2,292.10万0.08%117,305 1,7921.6% $35.02万 加仓
CVCO CAVCO INDS INC DEL COM $2,256.10万0.08%46,586 -11,000-19.1% -$532.72万 减仓
MAR MARRIOTT INTL INC NEW CL A $2,245.70万0.07%68,661 -893-1.3% -$29.21万 减仓
HOOD ROBINHOOD MKTS INC COM CL A $2,237.60万0.07%322,882 -1,308-0.4% -$9.06万 减仓
ECG EVERUS CONSTR GROUP COM $2,231.30万0.07%189,000 -186,000-49.6% -$2,195.88万 减仓
DELL DELL TECHNOLOGIES INC CL C $2,185.20万0.07%133,136 -97,873-42.4% -$1,606.42万 减仓
EGP EASTGROUP PPTYS INC COM $2,179.60万0.07%117,758 -81,400-40.9% -$1,506.64万 减仓
DG DOLLAR GEN CORP COM $2,176.50万0.07%183,318 69,27360.7% $822.47万 加仓
SXI STANDEX INTL CORP COM $2,168.90万0.07%85,100 -59,900-41.3% -$1,526.64万 减仓
ELV ELEVANCE HEALTH INC FORMERLY COM $2,167.50万0.07%74,039 1,4021.9% $41.04万 加仓
ABNB AIRBNB INC COM CL A $2,163.30万0.07%171,311 -1,300-0.8% -$16.42万 减仓
AON AON PLC SHS CL A $2,159.80万0.07%66,913 -121-0.2% -$3.91万 减仓
USB US BANCORP COM NEW $2,143.00万0.07%412,030 8,7902.2% $45.72万 加仓
CTAS CINTAS CORP COM $2,102.40万0.07%124,299 5,9985.1% $101.45万 加仓
FERG FERGUSON ENTERPRISES INC COMMON STOCK NEW $2,102.40万0.07%90,132 -194-0.2% -$4.53万 减仓
RPRX ROYALTY PHARMA PLC SHS CLASS A $2,088.00万0.07%435,267 119,58137.9% $573.64万 加仓
AMRC AMERESCO INC CL A $2,078.60万0.07%815,153 164,31725.2% $419.00万 加仓
HUBB HUBBELL INC COM $2,061.10万0.07%42,000 -4,705-10.1% -$230.89万 减仓
TCOM TRIP COM GROUP LTD ADS $2,051.30万0.07%412,000 00.0% — 不变
AMBA AMBARELLA INC SHS $2,042.00万0.07%396,690 84,36427.0% $434.27万 加仓
EIX EDISON INTL COM $2,038.00万0.07%278,492 -1,290-0.5% -$9.44万 减仓
IDXX IDEXX LABS INC COM $2,033.70万0.07%36,194 -665-1.8% -$37.37万 减仓
BDX BECTON DICKINSON & CO COM $2,020.90万0.07%128,532 -2,859-2.2% -$44.95万 减仓
LITE LUMENTUM HLDGS INC COM $2,020.20万0.07%28,747 6,90031.6% $484.90万 加仓
PLMR PALOMAR HLDGS INC COM $2,018.90万0.07%168,948 -62,398-27.0% -$745.65万 减仓
FTNT FORTINET INC COM $2,016.50万0.07%246,753 -4,965-2.0% -$40.57万 减仓
FSS FEDERAL SIGNAL CORP COM $2,008.80万0.07%185,760 -77,500-29.4% -$838.08万 减仓
VMC VULCAN MATLS CO COM $2,004.50万0.07%73,613 -3,156-4.1% -$85.94万 减仓
VTR VENTAS INC COM $2,004.40万0.07%245,094 3,3151.4% $27.11万 加仓
HLT HILTON WORLDWIDE HLDGS INC COM $1,998.80万0.07%65,733 -2,692-3.9% -$81.86万 减仓
CI THE CIGNA GROUP COM $1,970.30万0.07%73,865 2,1643.0% $57.72万 加仓
PSA PUBLIC STORAGE OPER CO COM $1,960.10万0.07%72,361 160.0% $4,334 加仓
SYY SYSCO CORP COM $1,947.90万0.06%273,084 -21,103-7.2% -$150.53万 减仓
VICI VICI PPTYS INC COM $1,932.60万0.06%707,384 28,2584.2% $77.20万 加仓
MSA MSA SAFETY INC COM $1,930.40万0.06%117,744 -75,800-39.2% -$1,242.73万 减仓
WSO WATSCO INC COM $1,918.60万0.06%52,738 11,08026.6% $403.09万 加仓
— GATES INDL CORP PLC ORD SHS $1,913.70万0.06%846,400 -782,600-48.0% -$1,769.45万 减仓
TGT TARGET CORP COM $1,911.20万0.06%157,690 -42,601-21.3% -$516.32万 减仓
AJG GALLAGHER ARTHUR J & CO COM $1,897.60万0.06%87,617 1,1861.4% $25.69万 加仓
APO APOLLO GLOBAL MGMT INC COM $1,883.30万0.06%169,030 2,9411.8% $32.77万 加仓
SHLS SHOALS TECHNOLOGIES GROUP IN CL A $1,878.50万0.06%2,854,873 1,102,63162.9% $725.53万 加仓
MLM MARTIN MARIETTA MATLS INC COM $1,861.10万0.06%31,615 -427-1.3% -$25.14万 减仓
ARRY ARRAY TECHNOLOGIES INC COM SHS $1,859.10万0.06%2,571,319 587,64629.6% $424.88万 加仓
KVUE KENVUE INC COM $1,841.90万0.06%1,068,377 33,9173.3% $58.47万 加仓
CPRT COPART INC COM $1,804.70万0.06%543,597 -2,728-0.5% -$9.06万 减仓
CCI CROWN CASTLE INC COM $1,799.00万0.06%221,247 960.0% $7,806 加仓
MIRM MIRUM PHARMACEUTICALS INC COM $1,792.20万0.06%194,000 -19,500-9.1% -$180.14万 减仓
KAI KADANT INC COM $1,785.60万0.06%61,079 -32,000-34.4% -$935.50万 减仓
ATR APTARGROUP INC COM $1,779.80万0.06%141,230 3,0002.2% $37.81万 加仓
VLTO VERALTO CORP COM SHS $1,777.00万0.06%200,977 -15,978-7.4% -$141.27万 减仓
POOL POOL CORP COM $1,757.90万0.06%86,884 -10,000-10.3% -$202.33万 减仓
CIEN CIENA CORP COM NEW $1,714.50万0.06%44,162 4,00010.0% $155.29万 加仓
DXCM DEXCOM INC COM $1,692.50万0.06%269,511 -50,613-15.8% -$317.84万 减仓
— ELECTRONIC ARTS INC COM $1,651.20万0.06%80,995 10,95915.6% $223.42万 加仓
SNA SNAP ON INC COM $1,651.10万0.06%45,457 -2,224-4.7% -$80.78万 减仓
OTIS OTIS WORLDWIDE CORP COM $1,645.90万0.05%213,531 15,1797.7% $117.00万 加仓
GWW WW GRAINGER INC COM $1,639.60万0.05%15,031 -118-0.8% -$12.87万 减仓
CYTK CYTOKINETICS INC COM NEW $1,630.00万0.05%247,300 41,50020.2% $273.53万 加仓
PNR PENTAIR PLC SHS $1,628.70万0.05%186,972 5,9113.3% $51.49万 加仓
AFL AFLAC INC COM $1,628.70万0.05%148,459 -7,092-4.6% -$77.80万 减仓
RBLX ROBLOX CORP CL A $1,618.70万0.05%286,193 -30,918-9.7% -$174.87万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I COMMON STOCK $1,618.40万0.05%227,364 -53,588-19.1% -$381.44万 减仓
MCHP MICROCHIP TECHNOLOGY INC. COM $1,616.20万0.05%250,154 -1,554-0.6% -$10.04万 减仓
COHR COHERENT CORP COM $1,614.20万0.05%67,765 26,96566.1% $642.32万 加仓
IONS IONIS PHARMACEUTICALS INC COM $1,606.30万0.05%213,911 166,000346.5% $1,246.53万 加仓
MTD METTLER TOLEDO INTERNATIONAL COM $1,604.10万0.05%12,719 -1,565-11.0% -$197.38万 减仓
PNFP PINNACLE FINL PARTNERS INC COM ADDED $1,596.00万0.05%185,281 185,281— $1,596.00万 新建仓
KNSL KINSALE CAP GROUP INC COM $1,590.80万0.05%46,560 -10,440-18.3% -$356.70万 减仓
AEIS ADVANCED ENERGY INDS COM $1,585.80万0.05%49,139 -42,307-46.3% -$1,365.32万 减仓
ULTA ULTA BEAUTY INC COM $1,560.70万0.05%29,858 -259-0.9% -$13.54万 减仓
AU ANGLOGOLD ASHANTI PLC COM SHS $1,559.70万0.05%160,195 13,6029.3% $132.43万 加仓
RMD RESMED INC COM $1,559.60万0.05%69,476 -5,500-7.3% -$123.46万 减仓
IRM IRON MTN INC DEL COM $1,555.40万0.05%152,282 -1,021-0.7% -$10.43万 减仓
PYPL PAYPAL HLDGS INC COM $1,548.00万0.05%342,247 2,0220.6% $9.15万 加仓
KDP KEURIG DR PEPPER INC COM $1,537.30万0.05%583,860 -55,828-8.7% -$146.99万 减仓
AWK AMERICAN WTR WKS CO INC NEW COM $1,521.20万0.05%111,782 2,4042.2% $32.72万 加仓
MSCI MSCI INC COM $1,520.80万0.05%28,214 -261-0.9% -$14.07万 减仓
BIIB BIOGEN INC COM $1,516.60万0.05%82,726 -1,502-1.8% -$27.54万 减仓
ZM ZOOM COMMUNICATIONS INC CL A $1,511.00万0.05%187,961 -605,875-76.3% -$4,870.57万 减仓
HSY HERSHEY CO COM $1,507.30万0.05%72,503 -3,941-5.2% -$81.93万 减仓
SGML SIGMA LITHIUM CORPORATION COM $1,500.00万0.05%1,215,538 326,99436.8% $403.52万 加仓
KMB KIMBERLY-CLARK CORP COM $1,496.60万0.05%155,132 4,6853.1% $45.20万 加仓
TFC TRUIST FINL CORP COM $1,482.90万0.05%322,570 17,5195.7% $80.54万 加仓
BMI BADGER METER INC COM $1,479.20万0.05%97,092 1,4301.5% $21.79万 加仓
HPE HEWLETT PACKARD ENTERPRISE C COM $1,478.40万0.05%620,919 5,5850.9% $13.30万 加仓
ALL ALLSTATE CORP COM $1,460.10万0.05%70,421 9581.4% $19.86万 加仓
STE STERIS PLC SHS USD $1,459.70万0.05%66,012 -8,433-11.3% -$186.48万 减仓
WST WEST PHARMACEUTICAL SVSC INC COM $1,446.90万0.05%57,728 -5,526-8.7% -$138.50万 减仓