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 |
|---|---|---|---|---|---|---|---|---|
| EXR | EXTRA SPACE STORAGE INC COM | $1,696.60万 | 0.05% | 116,768 | 21,987 | 23.2% | $319.46万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC COM | $1,692.00万 | 0.05% | 174,646 | 43,392 | 33.1% | $420.39万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL SH BEN INT | $1,684.70万 | 0.05% | 248,010 | 57,374 | 30.1% | $389.73万 | 加仓 |
| PRIM | PRIMORIS SVCS CORP COM | $1,664.50万 | 0.05% | 167,930 | 152,930 | 1,019.5% | $1,515.82万 | 加仓 |
| SNA | SNAP ON INC COM | $1,661.10万 | 0.05% | 41,279 | -4,178 | -9.2% | -$168.13万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS COM | $1,645.50万 | 0.05% | 44,132 | -5,007 | -10.2% | -$186.69万 | 减仓 |
| ZTS | ZOETIS INC CL A | $1,641.80万 | 0.05% | 228,467 | 21,990 | 10.7% | $158.02万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC COM SHS | $1,641.30万 | 0.05% | 202,909 | 42,714 | 26.7% | $345.51万 | 加仓 |
| AYI | ACUITY INC COM | $1,638.10万 | 0.05% | 43,491 | -5,895 | -11.9% | -$222.04万 | 减仓 |
| CPRT | COPART INC COM | $1,630.70万 | 0.05% | 578,452 | 34,855 | 6.4% | $98.26万 | 加仓 |
| ECG | EVERUS CONSTR GROUP COM | $1,626.00万 | 0.05% | 97,983 | -91,017 | -48.2% | -$1,510.40万 | 减仓 |
| OTIS | OTIS WORLDWIDE CORP COM | $1,625.00万 | 0.05% | 226,957 | 13,426 | 6.3% | $96.13万 | 加仓 |
| — | ELECTRONIC ARTS INC COM | $1,611.00万 | 0.05% | 78,569 | -2,426 | -3.0% | -$49.74万 | 减仓 |
| SE | SEA LTD SPONSORD ADS | $1,606.60万 | 0.05% | 167,648 | 26,498 | 18.8% | $253.93万 | 加仓 |
| DHI | D R HORTON INC COM | $1,592.60万 | 0.05% | 97,777 | 8,497 | 9.5% | $138.40万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP COM | $1,581.70万 | 0.05% | 144,089 | -11,043 | -7.1% | -$121.22万 | 减仓 |
| PNR | PENTAIR PLC SHS | $1,579.40万 | 0.04% | 206,025 | 19,053 | 10.2% | $146.06万 | 加仓 |
| WDAY | WORKDAY INC CL A | $1,546.10万 | 0.04% | 126,296 | 46,051 | 57.4% | $563.75万 | 加仓 |
| NRIX | NURIX THERAPEUTICS INC COM | $1,535.70万 | 0.04% | 633,000 | 86,000 | 15.7% | $208.64万 | 加仓 |
| HSY | HERSHEY CO COM | $1,532.40万 | 0.04% | 87,339 | 14,836 | 20.5% | $260.30万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC COM | $1,531.30万 | 0.04% | 160,900 | 160,900 | — | $1,531.30万 | 新建仓 |
| WLDN | WILLDAN GROUP INC COM | $1,515.00万 | 0.04% | 191,532 | 48,876 | 34.3% | $386.60万 | 加仓 |
| VMI | VALMONT INDS INC COM | $1,513.00万 | 0.04% | 26,194 | -7,293 | -21.8% | -$421.25万 | 减仓 |
| ULTA | ULTA BEAUTY INC COM | $1,497.60万 | 0.04% | 33,208 | 3,350 | 11.2% | $151.08万 | 加仓 |
| MSCI | MSCI INC COM | $1,494.90万 | 0.04% | 26,693 | -1,521 | -5.4% | -$85.18万 | 减仓 |
| VSXY | VICTORIAS SECRET AND CO COMMON STOCK | $1,480.10万 | 0.04% | 177,298 | 146,556 | 476.7% | $1,223.46万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW COM | $1,464.60万 | 0.04% | 111,306 | -476 | -0.4% | -$6.26万 | 减仓 |
| AIG | AMERICAN INTL GROUP INC COM NEW | $1,450.20万 | 0.04% | 194,586 | 72,180 | 59.0% | $537.94万 | 加仓 |
| CNH | CNH INDL N V SHS | $1,444.20万 | 0.04% | 1,286,040 | -28,587 | -2.2% | -$32.10万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I COMMON STOCK | $1,421.00万 | 0.04% | 221,991 | -5,373 | -2.4% | -$34.39万 | 减仓 |
| MMSI | MERIT MED SYS INC COM | $1,413.00万 | 0.04% | 203,775 | -1,134 | -0.6% | -$7.86万 | 减仓 |
| BMI | BADGER METER INC COM | $1,395.20万 | 0.04% | 94,029 | -3,063 | -3.2% | -$45.45万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR COM | $1,386.30万 | 0.04% | 55,458 | -2,369 | -4.1% | -$59.22万 | 减仓 |
| STE | STERIS PLC SHS USD | $1,386.10万 | 0.04% | 65,824 | -188 | -0.3% | -$3.96万 | 减仓 |
| PKG | PACKAGING CORP AMER COM | $1,382.70万 | 0.04% | 58,030 | 3,482 | 6.4% | $82.97万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI CL A | $1,368.40万 | 0.04% | 51,979 | -69,109 | -57.1% | -$1,819.36万 | 减仓 |
| EXPE | EXPEDIA GROUP INC COM NEW | $1,359.20万 | 0.04% | 53,120 | 18,582 | 53.8% | $475.46万 | 加仓 |
| CGNX | COGNEX CORP COM | $1,333.40万 | 0.04% | 184,125 | -293,458 | -61.4% | -$2,125.17万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $1,311.60万 | 0.04% | 38,759 | 4,160 | 12.0% | $140.77万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC COM | $1,309.50万 | 0.04% | 385,156 | 7,829 | 2.1% | $26.62万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC COM | $1,309.10万 | 0.04% | 152,064 | 28,130 | 22.7% | $242.17万 | 加仓 |
| NVR | NVR INC COM | $1,308.90万 | 0.04% | 1,921 | 763 | 65.9% | $519.88万 | 加仓 |
| TTEK | TETRA TECH INC NEW COM | $1,299.80万 | 0.04% | 449,922 | 31,147 | 7.4% | $89.98万 | 加仓 |
| PYPL | PAYPAL HLDGS INC COM | $1,297.00万 | 0.04% | 300,372 | -41,875 | -12.2% | -$180.82万 | 减仓 |
| Q | QNITY ELECTRONICS INC COMMON STOCK | $1,293.00万 | 0.04% | 79,174 | -28,589 | -26.5% | -$466.89万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP SPON ADS | $1,282.70万 | 0.04% | 1,536,111 | -2,600 | -0.2% | -$2.17万 | 减仓 |
| DOV | DOVER CORP COM | $1,257.40万 | 0.04% | 56,066 | -5,181 | -8.5% | -$116.20万 | 减仓 |
| ALL | ALLSTATE CORP COM | $1,256.40万 | 0.04% | 52,804 | -17,617 | -25.0% | -$419.17万 | 减仓 |
| SXI | STANDEX INTL CORP COM | $1,256.20万 | 0.04% | 35,121 | -49,979 | -58.7% | -$1,787.64万 | 减仓 |
| EL | LAUDER ESTEE COS INC CL A | $1,251.30万 | 0.04% | 158,498 | 24,322 | 18.1% | $192.02万 | 加仓 |
| ICLR | ICON PUB LTD CO SHS | $1,247.50万 | 0.04% | 71,817 | 59,078 | 463.8% | $1,026.22万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL COM | $1,244.10万 | 0.04% | 163,596 | 32,047 | 24.4% | $243.71万 | 加仓 |
| CPNG | COUPANG INC CL A | $1,221.10万 | 0.03% | 702,968 | 64,967 | 10.2% | $112.85万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION COM | $1,215.60万 | 0.03% | 165,726 | -31,568 | -16.0% | -$231.55万 | 减仓 |
| JD | JD.COM INC SPON ADS CL A | $1,215.40万 | 0.03% | 477,000 | 80,000 | 20.2% | $203.84万 | 加仓 |
| PHM | PULTE GROUP INC COM | $1,209.40万 | 0.03% | 88,145 | 3,443 | 4.1% | $47.24万 | 加仓 |
| AMP | AMERIPRISE FINL INC COM | $1,206.10万 | 0.03% | 26,290 | -4,504 | -14.6% | -$206.63万 | 减仓 |
| ITRI | ITRON INC COM | $1,202.50万 | 0.03% | 138,965 | -10,285 | -6.9% | -$89.00万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC COM | $1,193.70万 | 0.03% | 36,195 | -10,365 | -22.3% | -$341.83万 | 减仓 |
| EME | EMCOR GROUP INC COM | $1,176.40万 | 0.03% | 14,176 | 1,000 | 7.6% | $82.99万 | 加仓 |
| FLEX | FLEX LTD ORD | $1,170.10万 | 0.03% | 72,200 | -15,500 | -17.7% | -$251.20万 | 减仓 |
| CCL | CARNIVAL CORP LTD COMMON SHARES ADDED | $1,156.80万 | 0.03% | 404,907 | 404,907 | — | $1,156.80万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL SHS | $1,155.20万 | 0.03% | 241,971 | -124,051 | -33.9% | -$592.24万 | 减仓 |
| AMBA | AMBARELLA INC SHS | $1,153.10万 | 0.03% | 134,397 | -262,293 | -66.1% | -$2,250.42万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP CL A | $1,153.00万 | 0.03% | 65,341 | 6,524 | 11.1% | $115.12万 | 加仓 |
| — | APOGEE THERAPEUTICS INC COM | $1,145.50万 | 0.03% | 86,300 | 65,200 | 309.0% | $865.43万 | 加仓 |
| XYZ | BLOCK INC CL A | $1,143.10万 | 0.03% | 150,402 | -43,569 | -22.5% | -$331.14万 | 减仓 |
| QTWO | Q2 HLDGS INC COM | $1,120.10万 | 0.03% | 232,860 | 3,544 | 1.5% | $17.05万 | 加仓 |
| PAYX | PAYCHEX INC COM | $1,094.90万 | 0.03% | 111,345 | -10,009 | -8.2% | -$98.42万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC COM | $1,089.10万 | 0.03% | 614,273 | 83,706 | 15.8% | $148.41万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN COM CL A | $1,087.00万 | 0.03% | 124,883 | 6,756 | 5.7% | $58.81万 | 加仓 |
| OLED | UNIVERSAL DISPLAY CORP COM | $1,084.60万 | 0.03% | 125,260 | -6,794 | -5.1% | -$58.83万 | 减仓 |
| NEE | NEXTERA ENERGY INC COM | $1,078.10万 | 0.03% | 122,838 | -16,131 | -11.6% | -$141.58万 | 减仓 |
| GIS | GENERAL MILLS INC COM | $1,069.40万 | 0.03% | 307,312 | 41,513 | 15.6% | $144.46万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP COM | $1,063.40万 | 0.03% | 17,240 | 3,040 | 21.4% | $187.51万 | 加仓 |
| AME | AMETEK INC COM | $1,045.70万 | 0.03% | 43,223 | -14,484 | -25.1% | -$350.41万 | 减仓 |
| TCOM | TRIP COM GROUP LTD ADS | $1,043.80万 | 0.03% | 262,000 | -150,000 | -36.4% | -$597.60万 | 减仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $1,037.80万 | 0.03% | 42,400 | 29,000 | 216.4% | $709.82万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC COM | $1,029.90万 | 0.03% | 77,713 | -1,667 | -2.1% | -$22.09万 | 减仓 |
| STLD | STEEL DYNAMICS INC COM | $1,023.40万 | 0.03% | 44,600 | 7,200 | 19.3% | $165.21万 | 加仓 |
| PCAR | PACCAR INC COM | $1,009.50万 | 0.03% | 84,038 | -14,673 | -14.9% | -$176.26万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC COM | $987.00万 | 0.03% | 86,446 | 18,390 | 27.0% | $209.97万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN COM | $986.10万 | 0.03% | 53,855 | 5,936 | 12.4% | $108.69万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC COM | $971.80万 | 0.03% | 63,919 | -5,320 | -7.7% | -$80.88万 | 减仓 |
| TPR | TAPESTRY INC COM | $968.20万 | 0.03% | 66,146 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX CORP CL A | $963.90万 | 0.03% | 177,250 | -108,943 | -38.1% | -$592.44万 | 减仓 |
| TWLO | TWILIO INC CL A | $955.30万 | 0.03% | 46,300 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $951.90万 | 0.03% | 59,546 | 1,828 | 3.2% | $29.22万 | 加仓 |
| MSTR | STRATEGY INC CL A NEW | $926.00万 | 0.03% | 106,522 | 23,829 | 28.8% | $207.15万 | 加仓 |
| COIN | COINBASE GLOBAL INC COM CL A | $918.80万 | 0.03% | 62,848 | -15,655 | -19.9% | -$228.87万 | 减仓 |
| FTAI | FTAI AVIATION LTD SHS | $901.40万 | 0.03% | 33,320 | 720 | 2.2% | $19.48万 | 加仓 |
| SW | SMURFIT WESTROCK PLC SHS | $900.20万 | 0.03% | 194,600 | 36,900 | 23.4% | $170.70万 | 加仓 |
| TNGX | TANGO THERAPEUTICS INC COM | $900.00万 | 0.03% | 287,900 | 287,900 | — | $900.00万 | 新建仓 |
| ENTG | ENTEGRIS INC COM | $887.20万 | 0.03% | 49,326 | 3,900 | 8.6% | $70.15万 | 加仓 |
| ILMN | ILLUMINA INC COM | $886.20万 | 0.03% | 50,400 | 100 | 0.2% | $1.76万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC COM | $877.40万 | 0.02% | 64,518 | -42,827 | -39.9% | -$582.42万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC COMMON STOCK ADDED | $877.30万 | 0.02% | 58,097 | 58,097 | — | $877.30万 | 新建仓 |
| GL | GLOBE LIFE INC COM | $873.70万 | 0.02% | 48,900 | -2,200 | -4.3% | -$39.31万 | 减仓 |
| FISV | FISERV INC COM | $863.80万 | 0.02% | 176,106 | 25,477 | 16.9% | $124.96万 | 加仓 |
| ZS | ZSCALER INC COM | $860.10万 | 0.02% | 60,933 | 28,792 | 89.6% | $406.41万 | 加仓 |