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 |
|---|---|---|---|---|---|---|---|---|
| GWW | WW GRAINGER INC COM | $3,037.50万 | 0.09% | 22,328 | 7,297 | 48.5% | $992.68万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. SHS CLASS A | $2,963.60万 | 0.08% | 107,310 | -2,758 | -2.5% | -$76.17万 | 减仓 |
| OKTA | OKTA INC CL A | $2,949.90万 | 0.08% | 216,191 | 168,291 | 351.3% | $2,296.31万 | 加仓 |
| HLI | HOULIHAN LOKEY INC CL A | $2,945.90万 | 0.08% | 219,632 | -40,926 | -15.7% | -$548.94万 | 减仓 |
| FAST | FASTENAL CO COM | $2,942.00万 | 0.08% | 612,543 | -53,368 | -8.0% | -$256.32万 | 减仓 |
| CTVA | CORTEVA INC COM | $2,939.30万 | 0.08% | 347,071 | -53,264 | -13.3% | -$451.09万 | 减仓 |
| EWBC | EAST WEST BANCORP INC COM | $2,883.60万 | 0.08% | 223,380 | -73,420 | -24.7% | -$947.77万 | 减仓 |
| CME | CME GROUP INC COM | $2,864.40万 | 0.08% | 129,709 | 915 | 0.7% | $20.21万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I COM | $2,836.50万 | 0.08% | 96,749 | 4,986 | 5.4% | $146.18万 | 加仓 |
| MDLZ | MONDELEZ INTL INC CL A | $2,835.90万 | 0.08% | 490,309 | -48,385 | -9.0% | -$279.85万 | 减仓 |
| — | WARNER BROS DISCOVERY INC COM SER A | $2,820.60万 | 0.08% | 1,057,974 | 35,841 | 3.5% | $95.55万 | 加仓 |
| BIDU | BAIDU INC SPON ADR REP A | $2,820.60万 | 0.08% | 246,789 | 129,789 | 110.9% | $1,483.38万 | 加仓 |
| EBAY | EBAY INC. COM | $2,773.50万 | 0.08% | 248,189 | -40,693 | -14.1% | -$454.74万 | 减仓 |
| TMUS | T-MOBILE US INC COM | $2,731.70万 | 0.08% | 162,861 | -8,160 | -4.8% | -$136.87万 | 减仓 |
| USB | US BANCORP COM NEW | $2,707.20万 | 0.08% | 448,218 | 36,188 | 8.8% | $218.57万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $2,669.90万 | 0.08% | 214,556 | -19,288 | -8.2% | -$240.02万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. COM | $2,640.80万 | 0.08% | 289,566 | 39,412 | 15.8% | $359.43万 | 加仓 |
| ARM | ARM HOLDINGS PLC SPONSORED ADS | $2,637.10万 | 0.08% | 74,374 | -7,115 | -8.7% | -$252.28万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW CL A | $2,623.10万 | 0.07% | 70,781 | 2,120 | 3.1% | $78.57万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC COM | $2,595.00万 | 0.07% | 78,608 | -7,949 | -9.2% | -$262.41万 | 减仓 |
| BDX | BECTON DICKINSON & CO COM | $2,581.30万 | 0.07% | 170,572 | 42,040 | 32.7% | $636.20万 | 加仓 |
| RSG | REPUBLIC SVCS INC COM | $2,575.80万 | 0.07% | 120,882 | -2,687 | -2.2% | -$57.26万 | 减仓 |
| PSA | PUBLIC STORAGE COM | $2,571.80万 | 0.07% | 80,797 | 8,436 | 11.7% | $268.52万 | 加仓 |
| DECK | DECKERS OUTDOOR CORP COM | $2,552.20万 | 0.07% | 257,045 | -1,319 | -0.5% | -$13.10万 | 减仓 |
| UMBF | UMB FINL CORP COM | $2,524.60万 | 0.07% | 176,840 | 121,050 | 217.0% | $1,728.13万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC COM CL A | $2,505.80万 | 0.07% | 249,885 | -72,997 | -22.6% | -$732.00万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP COM | $2,496.00万 | 0.07% | 194,259 | 8,499 | 4.6% | $109.20万 | 加仓 |
| CVCO | CAVCO INDS INC DEL COM | $2,491.40万 | 0.07% | 40,551 | -6,035 | -13.0% | -$370.78万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN COM | $2,467.80万 | 0.07% | 200,458 | -27,159 | -11.9% | -$334.35万 | 减仓 |
| VTR | VENTAS INC COM | $2,455.10万 | 0.07% | 276,474 | 31,380 | 12.8% | $278.66万 | 加仓 |
| AZO | AUTOZONE INC COM | $2,447.50万 | 0.07% | 7,658 | -709 | -8.5% | -$226.60万 | 减仓 |
| DT | DYNATRACE INC COM NEW | $2,444.50万 | 0.07% | 556,716 | -754,684 | -57.5% | -$3,313.76万 | 减仓 |
| NKE | NIKE INC CL B | $2,442.50万 | 0.07% | 595,016 | 111,625 | 23.1% | $458.21万 | 加仓 |
| IRM | IRON MTN INC DEL COM | $2,393.50万 | 0.07% | 189,498 | 37,216 | 24.4% | $470.07万 | 加仓 |
| YETI | YETI HLDGS INC COM | $2,393.00万 | 0.07% | 482,858 | 300,958 | 165.5% | $1,491.52万 | 加仓 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $2,373.50万 | 0.07% | 235,281 | 50,000 | 27.0% | $504.40万 | 加仓 |
| EGP | EASTGROUP PPTYS INC COM | $2,372.20万 | 0.07% | 117,130 | -628 | -0.5% | -$12.72万 | 减仓 |
| AMRC | AMERESCO INC CL A | $2,368.00万 | 0.07% | 857,979 | 42,826 | 5.3% | $118.20万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC COM | $2,365.30万 | 0.07% | 206,741 | -45,798 | -18.1% | -$523.97万 | 减仓 |
| KDP | KEURIG DR PEPPER INC COM | $2,337.10万 | 0.07% | 714,051 | 130,191 | 22.3% | $426.12万 | 加仓 |
| MCO | MOODYS CORP COM | $2,322.30万 | 0.07% | 51,274 | -3,041 | -5.6% | -$137.73万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN COM | $2,321.20万 | 0.07% | 107,163 | -10,142 | -8.6% | -$219.68万 | 减仓 |
| MIRM | MIRUM PHARMACEUTICALS INC COM | $2,308.40万 | 0.07% | 197,179 | 3,179 | 1.6% | $37.22万 | 加仓 |
| CI | THE CIGNA GROUP COM | $2,283.30万 | 0.07% | 82,825 | 8,960 | 12.1% | $247.01万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC COMMON STOCK NEW | $2,280.00万 | 0.06% | 96,068 | 5,936 | 6.6% | $140.88万 | 加仓 |
| CVNA | CARVANA CO CL A | $2,276.30万 | 0.06% | 345,837 | -112,778 | -24.6% | -$742.31万 | 减仓 |
| AON | AON PLC SHS CL A | $2,262.30万 | 0.06% | 68,206 | 1,293 | 1.9% | $42.89万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO COM | $2,248.50万 | 0.06% | 97,942 | 10,325 | 11.8% | $237.04万 | 加仓 |
| APG | API GROUP CORP COM STK | $2,234.40万 | 0.06% | 527,604 | -136,796 | -20.6% | -$579.33万 | 减仓 |
| NTAP | NETAPP INC COM | $2,231.80万 | 0.06% | 144,210 | 14,754 | 11.4% | $228.33万 | 加仓 |
| VMC | VULCAN MATLS CO COM | $2,213.90万 | 0.06% | 75,045 | 1,432 | 1.9% | $42.25万 | 加仓 |
| WSO | WATSCO INC COM | $2,187.00万 | 0.06% | 52,480 | -258 | -0.5% | -$10.75万 | 减仓 |
| WCC | WESCO INTL INC COM | $2,175.40万 | 0.06% | 62,977 | -20,916 | -24.9% | -$722.50万 | 减仓 |
| KVUE | KENVUE INC COM | $2,174.80万 | 0.06% | 1,138,036 | 69,659 | 6.5% | $133.12万 | 加仓 |
| TW | TRADEWEB MKTS INC CL A | $2,168.30万 | 0.06% | 217,570 | -1,930 | -0.9% | -$19.23万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $2,156.60万 | 0.06% | 37,395 | 5,780 | 18.3% | $333.34万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC COM | $2,154.40万 | 0.06% | 162,195 | 41,536 | 34.4% | $551.71万 | 加仓 |
| ALAB | ASTERA LABS INC COM | $2,149.40万 | 0.06% | 44,500 | 4,500 | 11.2% | $217.36万 | 加仓 |
| VICI | VICI PPTYS INC COM | $2,127.20万 | 0.06% | 801,215 | 93,831 | 13.3% | $249.12万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC COM | $2,124.40万 | 0.06% | 179,563 | 10,533 | 6.2% | $124.62万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC COM | $2,114.90万 | 0.06% | 194,203 | -367,848 | -65.4% | -$4,005.92万 | 减仓 |
| — | AVALONBAY CMNTYS INC COM | $2,082.20万 | 0.06% | 110,350 | 32,137 | 41.1% | $606.39万 | 加仓 |
| ATR | APTARGROUP INC COM | $2,065.30万 | 0.06% | 164,957 | 23,727 | 16.8% | $297.07万 | 加仓 |
| FRVO | FERVO ENERGY CO CL A COM ADDED | $2,044.00万 | 0.06% | 699,288 | 699,288 | — | $2,044.00万 | 新建仓 |
| HUBB | HUBBELL INC COM | $2,028.80万 | 0.06% | 38,777 | -3,223 | -7.7% | -$168.63万 | 减仓 |
| INSM | INSMED INC COM PAR $.01 | $2,021.30万 | 0.06% | 189,581 | 122,100 | 180.9% | $1,301.82万 | 加仓 |
| IDXX | IDEXX LABS INC COM | $2,018.60万 | 0.06% | 38,344 | 2,150 | 5.9% | $113.19万 | 加仓 |
| BIIB | BIOGEN INC COM | $2,014.50万 | 0.06% | 93,236 | 10,510 | 12.7% | $227.08万 | 加仓 |
| RMBS | RAMBUS INC DEL COM | $2,002.50万 | 0.06% | 150,857 | 33,060 | 28.1% | $438.84万 | 加仓 |
| CTAS | CINTAS CORP COM | $1,994.40万 | 0.06% | 117,263 | -7,036 | -5.7% | -$119.67万 | 减仓 |
| URI | UNITED RENTALS INC COM | $1,989.90万 | 0.06% | 17,565 | -1,788 | -9.2% | -$202.56万 | 减仓 |
| WAB | WABTEC COM | $1,965.30万 | 0.06% | 72,898 | -51,753 | -41.5% | -$1,395.24万 | 减仓 |
| CLH | CLEAN HARBORS INC COM | $1,957.70万 | 0.06% | 65,529 | -27,815 | -29.8% | -$830.98万 | 减仓 |
| TGT | TARGET CORP COM | $1,956.60万 | 0.06% | 149,802 | -7,888 | -5.0% | -$103.03万 | 减仓 |
| VLTO | VERALTO CORP COM SHS | $1,944.30万 | 0.06% | 219,254 | 18,277 | 9.1% | $162.08万 | 加仓 |
| KAI | KADANT INC COM | $1,941.80万 | 0.06% | 61,794 | 715 | 1.2% | $22.47万 | 加仓 |
| SGML | SIGMA LITHIUM CORPORATION COM | $1,895.10万 | 0.05% | 1,498,133 | 282,595 | 23.2% | $357.48万 | 加仓 |
| STT | STATE STR CORP COM | $1,893.40万 | 0.05% | 111,637 | 22,156 | 24.8% | $375.77万 | 加仓 |
| PLMR | PALOMAR HLDGS INC COM | $1,877.60万 | 0.05% | 148,559 | -20,389 | -12.1% | -$257.69万 | 减仓 |
| POOL | POOL CORP COM | $1,857.00万 | 0.05% | 86,413 | -471 | -0.5% | -$10.12万 | 减仓 |
| RMD | RESMED INC COM | $1,849.30万 | 0.05% | 94,895 | 25,419 | 36.6% | $495.36万 | 加仓 |
| ESS | ESSEX PPTY TR INC COM | $1,846.50万 | 0.05% | 63,326 | 22,157 | 53.8% | $646.07万 | 加仓 |
| AFL | AFLAC INC COM | $1,830.90万 | 0.05% | 156,153 | 7,694 | 5.2% | $90.21万 | 加仓 |
| OC | OWENS CORNING NEW COM | $1,809.90万 | 0.05% | 113,858 | -15,334 | -11.9% | -$243.75万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $1,809.60万 | 0.05% | 14,165 | 1,446 | 11.4% | $184.73万 | 加仓 |
| RKLB | ROCKET LAB CORP COM | $1,801.20万 | 0.05% | 177,200 | 44,700 | 33.7% | $454.37万 | 加仓 |
| ABNB | AIRBNB INC COM CL A | $1,800.20万 | 0.05% | 125,802 | -45,509 | -26.6% | -$651.22万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC COM SHS | $1,784.60万 | 0.05% | 2,408,410 | -162,909 | -6.3% | -$120.71万 | 减仓 |
| MSA | MSA SAFETY INC COM | $1,784.10万 | 0.05% | 102,191 | -15,553 | -13.2% | -$271.53万 | 减仓 |
| CCI | CROWN CASTLE INC COM | $1,775.50万 | 0.05% | 234,452 | 13,205 | 6.0% | $100.00万 | 加仓 |
| — | GATES INDL CORP PLC ORD SHS | $1,771.20万 | 0.05% | 633,255 | -213,145 | -25.2% | -$596.16万 | 减仓 |
| CBRE | CBRE GROUP INC CL A | $1,766.80万 | 0.05% | 131,177 | 67,640 | 106.5% | $911.03万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC COM | $1,766.00万 | 0.05% | 49,193 | -8,535 | -14.8% | -$306.40万 | 减仓 |
| DXCM | DEXCOM INC COM | $1,765.00万 | 0.05% | 262,070 | -7,441 | -2.8% | -$50.11万 | 减仓 |
| RUN | SUNRUN INC COM | $1,763.80万 | 0.05% | 1,318,273 | -2,070,654 | -61.1% | -$2,770.46万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC CL A | $1,748.00万 | 0.05% | 44,654 | -4,651 | -9.4% | -$182.07万 | 减仓 |
| EIX | EDISON INTL COM | $1,739.20万 | 0.05% | 233,610 | -44,882 | -16.1% | -$334.14万 | 减仓 |
| TFC | TRUIST FINL CORP COM | $1,731.60万 | 0.05% | 347,578 | 25,008 | 7.8% | $124.59万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $1,729.80万 | 0.05% | 200,418 | 12,457 | 6.6% | $107.52万 | 加仓 |
| SYY | SYSCO CORP COM | $1,697.10万 | 0.05% | 203,050 | -70,034 | -25.6% | -$585.35万 | 减仓 |