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 |
|---|---|---|---|---|---|---|---|---|
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $505.10万 | 0.01% | 172,200 | -76,761 | -30.8% | -$225.16万 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU SPONSORED ADR | $504.90万 | 0.01% | 172,372 | -88,090 | -33.8% | -$258.03万 | 减仓 |
| MXL | MAXLINEAR INC COM | $504.20万 | 0.01% | 39,381 | 2,700 | 7.4% | $34.57万 | 加仓 |
| DY | DYCOM INDS INC COM | $498.10万 | 0.01% | 9,851 | 1,800 | 22.4% | $91.01万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED CLASS A ORD | $497.30万 | 0.01% | 1,318,982 | 55,534 | 4.4% | $20.94万 | 加仓 |
| GPC | GENUINE PARTS CO COM | $495.50万 | 0.01% | 42,000 | -28,167 | -40.1% | -$332.30万 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $490.30万 | 0.01% | 32,200 | 5,100 | 18.8% | $77.66万 | 加仓 |
| NDSN | NORDSON CORP COM | $489.60万 | 0.01% | 16,230 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $484.60万 | 0.01% | 44,896 | -47,256 | -51.3% | -$510.07万 | 减仓 |
| TOL | TOLL BROTHERS INC COM | $481.10万 | 0.01% | 29,200 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP CL A | $479.30万 | 0.01% | 11,940 | 960 | 8.7% | $38.54万 | 加仓 |
| DKS | DICKS SPORTING GOODS INC COM | $478.60万 | 0.01% | 21,100 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY INC COM | $478.30万 | 0.01% | 66,900 | 8,100 | 13.8% | $57.91万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC COM CL A | $469.80万 | 0.01% | 270,800 | 5,600 | 2.1% | $9.72万 | 加仓 |
| TRU | TRANSUNION COM | $467.50万 | 0.01% | 64,800 | -1,500 | -2.3% | -$10.82万 | 减仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $466.90万 | 0.01% | 231,476 | 56,900 | 32.6% | $114.77万 | 加仓 |
| UDR | UDR INC COM | $465.90万 | 0.01% | 116,700 | 34,100 | 41.3% | $136.14万 | 加仓 |
| IESC | IES HOLDINGS INC COM | $465.80万 | 0.01% | 6,340 | 160 | 2.6% | $11.76万 | 加仓 |
| OHI | OMEGA HEALTHCARE INVS INC COM | $464.00万 | 0.01% | 97,313 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $454.90万 | 0.01% | 19,112 | -13,046 | -40.6% | -$310.52万 | 减仓 |
| REG | REGENCY CTRS CORP COM | $453.70万 | 0.01% | 56,900 | 0 | 0.0% | — | 不变 |
| LECO | LINCOLN ELEC HLDGS INC COM | $451.80万 | 0.01% | 17,016 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $450.50万 | 0.01% | 18,914 | 1,400 | 8.0% | $33.35万 | 加仓 |
| J | JACOBS SOLUTIONS INC COM | $449.80万 | 0.01% | 35,700 | 35,700 | — | $449.80万 | 新建仓 |
| GPN | GLOBAL PMTS INC COM | $448.10万 | 0.01% | 61,750 | -27,171 | -30.6% | -$197.17万 | 减仓 |
| BBY | BEST BUY INC COM | $447.70万 | 0.01% | 59,000 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC COM | $446.50万 | 0.01% | 26,474 | 1,310 | 5.2% | $22.09万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT CL A | $441.10万 | 0.01% | 131,592 | 11,300 | 9.4% | $37.88万 | 加仓 |
| EXEL | EXELIXIS INC COM | $440.00万 | 0.01% | 80,866 | 8,200 | 11.3% | $44.62万 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $438.60万 | 0.01% | 41,900 | 2,100 | 5.3% | $21.98万 | 加仓 |
| MOD | MODINE MFG CO COM | $437.90万 | 0.01% | 16,400 | 0 | 0.0% | — | 不变 |
| CRL | CHARLES RIV LABS INTL INC COM | $437.80万 | 0.01% | 19,306 | 5,200 | 36.9% | $117.92万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $436.40万 | 0.01% | 27,981 | 4,300 | 18.2% | $67.06万 | 加仓 |
| FORM | FORMFACTOR INC COM | $436.00万 | 0.01% | 27,260 | -1,300 | -4.6% | -$20.79万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC CL A | $433.60万 | 0.01% | 21,537 | -1,700 | -7.3% | -$34.23万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO COM | $431.20万 | 0.01% | 136,428 | -18,218 | -11.8% | -$57.58万 | 减仓 |
| RPM | RPM INTL INC COM | $430.50万 | 0.01% | 38,732 | 0 | 0.0% | — | 不变 |
| ARMK | ARAMARK COM | $429.00万 | 0.01% | 75,400 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP HLDGS LTD SPONSORED ADS A | $428.30万 | 0.01% | 322,995 | 46,150 | 16.7% | $61.20万 | 加仓 |
| CF | CF INDUSTRIES HOLD COM | $425.50万 | 0.01% | 39,300 | -600 | -1.5% | -$6.50万 | 减仓 |
| JLL | JONES LANG LASALLE INC COM | $423.90万 | 0.01% | 13,678 | 200 | 1.5% | $6.20万 | 加仓 |
| TOST | TOAST INC CL A | $421.50万 | 0.01% | 151,500 | 16,200 | 12.0% | $45.07万 | 加仓 |
| TEAM | ATLASSIAN CORPORATION CL A | $420.80万 | 0.01% | 54,100 | -1,979 | -3.5% | -$15.39万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC COM | $420.70万 | 0.01% | 44,700 | 300 | 0.7% | $2.82万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC COM | $419.70万 | 0.01% | 14,351 | -23,150 | -61.7% | -$677.03万 | 减仓 |
| TKR | TIMKEN CO COM | $418.30万 | 0.01% | 28,785 | 10,700 | 59.2% | $155.49万 | 加仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC COM | $417.00万 | 0.01% | 59,900 | 19,900 | 49.8% | $138.54万 | 加仓 |
| GEN | GEN DIGITAL INC COM | $416.20万 | 0.01% | 167,200 | 35,426 | 26.9% | $88.18万 | 加仓 |
| PTC | PTC INC COM | $415.80万 | 0.01% | 36,600 | 3,200 | 9.6% | $36.35万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY ORDINARY SHARES | $414.80万 | 0.01% | 122,400 | -296,500 | -70.8% | -$1,004.81万 | 减仓 |
| APTV | APTIV PLC COM SHS | $413.70万 | 0.01% | 67,400 | 5,100 | 8.2% | $31.30万 | 加仓 |
| GLPI | GAMING & LEISURE P COM | $411.50万 | 0.01% | 92,400 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP CL A COM | $411.40万 | 0.01% | 78,867 | -9,363 | -10.6% | -$48.84万 | 减仓 |
| PEN | PENUMBRA INC COM | $410.40万 | 0.01% | 12,998 | 1,600 | 14.0% | $50.52万 | 加仓 |
| SJM | SMUCKER J M CO COM NEW | $409.50万 | 0.01% | 36,400 | -1,300 | -3.4% | -$14.62万 | 减仓 |
| RNR | RENAISSANCERE HLDGS LTD COM | $408.80万 | 0.01% | 12,900 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $408.70万 | 0.01% | 33,245 | 1,500 | 4.7% | $18.44万 | 加仓 |
| SOLV | SOLVENTUM CORP COM SHS | $408.10万 | 0.01% | 52,900 | 5,600 | 11.8% | $43.20万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC COM | $406.80万 | 0.01% | 165,300 | 12,800 | 8.4% | $31.50万 | 加仓 |
| RVTY | REVVITY INC COM | $406.80万 | 0.01% | 36,560 | 400 | 1.1% | $4.45万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL COM | $406.00万 | 0.01% | 25,866 | 0 | 0.0% | — | 不变 |
| AIZ | ASSURANT INC COM | $402.80万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC CL A | $401.60万 | 0.01% | 78,800 | 8,600 | 12.3% | $43.83万 | 加仓 |
| FNF | FIDELITY NATL FINL INC COM SHS | $401.30万 | 0.01% | 85,100 | -5,500 | -6.1% | -$25.94万 | 减仓 |
| GGG | GRACO INC COM | $398.40万 | 0.01% | 52,690 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC COM NON VTG | $398.30万 | 0.01% | 79,000 | -100,465 | -56.0% | -$506.52万 | 减仓 |
| EVR | EVERCORE INC CLASS A | $396.70万 | 0.01% | 11,617 | 960 | 9.0% | $32.78万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC COM | $395.70万 | 0.01% | 125,504 | -5,800 | -4.4% | -$18.29万 | 减仓 |
| ECHO | ECHOSTAR CORP CL A | $395.30万 | 0.01% | 38,942 | 2,200 | 6.0% | $22.33万 | 加仓 |
| TRMB | TRIMBLE INC COM | $394.30万 | 0.01% | 77,047 | -9,492 | -11.0% | -$48.58万 | 减仓 |
| — | WEBSTER FINL CORP COM | $393.50万 | 0.01% | 51,493 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $392.90万 | 0.01% | 85,500 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $392.30万 | 0.01% | 122,399 | 27,100 | 28.4% | $86.86万 | 加仓 |
| AVY | AVERY DENNISON CORP COM | $391.30万 | 0.01% | 24,100 | 0 | 0.0% | — | 不变 |
| EQH | EQUITABLE HLDGS INC COM | $391.00万 | 0.01% | 89,100 | -2,700 | -2.9% | -$11.85万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION COM | $389.50万 | 0.01% | 151,919 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC INVT CORP COM | $385.10万 | 0.01% | 353,300 | 900 | 0.3% | $9,810 | 加仓 |
| CLX | CLOROX CO DEL COM | $383.70万 | 0.01% | 40,200 | 0 | 0.0% | — | 不变 |
| BAX | BAXTER INTL INC COM | $383.50万 | 0.01% | 179,900 | 0 | 0.0% | — | 不变 |
| BXP | BXP INC COM | $382.60万 | 0.01% | 57,700 | -900 | -1.5% | -$5.97万 | 减仓 |
| TECH | BIO-TECHNE CORP COM | $381.80万 | 0.01% | 54,048 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN CL A | $380.80万 | 0.01% | 48,900 | 3,300 | 7.2% | $25.70万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC COM NEW | $380.60万 | 0.01% | 17,900 | 800 | 4.7% | $17.01万 | 加仓 |
| ESI | ELEMENT SOLUTIONS INC COM | $378.30万 | 0.01% | 79,215 | -12,700 | -13.8% | -$60.65万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $377.80万 | 0.01% | 15,409 | 900 | 6.2% | $22.07万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO SPONSORED ADR | $376.70万 | 0.01% | 11,300 | -1,600 | -12.4% | -$53.34万 | 减仓 |
| NWSA | NEWS CORP NEW CL A | $375.90万 | 0.01% | 151,400 | 300 | 0.2% | $7,448 | 加仓 |
| AGX | ARGAN INC COM | $375.30万 | 0.01% | 4,700 | -200 | -4.1% | -$15.97万 | 减仓 |
| SAIA | SAIA INC COM | $373.10万 | 0.01% | 8,858 | 40 | 0.5% | $1.68万 | 加仓 |
| MEDP | MEDPACE HLDGS INC COM | $371.80万 | 0.01% | 7,020 | 40 | 0.6% | $2.12万 | 加仓 |
| HUT | HUT 8 CORP COM | $371.70万 | 0.01% | 32,200 | 9,600 | 42.5% | $110.82万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE CL A | $370.90万 | 0.01% | 53,004 | -4,200 | -7.3% | -$29.39万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT ORD | $370.10万 | 0.01% | 28,156 | 4,462 | 18.8% | $58.65万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $369.20万 | 0.01% | 77,310 | -11,500 | -12.9% | -$54.92万 | 减仓 |
| UNM | UNUM GROUP COM | $368.40万 | 0.01% | 41,207 | 2,600 | 6.7% | $23.24万 | 加仓 |
| CSGP | COSTAR GROUP INC COM | $367.30万 | 0.01% | 129,700 | 7,820 | 6.4% | $22.15万 | 加仓 |
| QXO | QXO INC COM NEW | $364.40万 | 0.01% | 210,900 | 19,400 | 10.1% | $33.52万 | 加仓 |
| HRL | HORMEL FOODS CORP COM | $362.90万 | 0.01% | 146,200 | 42,000 | 40.3% | $104.25万 | 加仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | $362.00万 | 0.01% | 68,500 | 25,300 | 58.6% | $133.70万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC COM SHS | $361.90万 | 0.01% | 69,400 | -1,800 | -2.5% | -$9.39万 | 减仓 |