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 |
|---|---|---|---|---|---|---|---|---|
| ARMK | ARAMARK COM | $305.70万 | 0.01% | 75,400 | 0 | 0.0% | — | 不变 |
| FR | FIRST INDL RLTY TR INC COM | $305.30万 | 0.01% | 52,774 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $304.30万 | 0.01% | 123,933 | 21,900 | 21.5% | $53.77万 | 加仓 |
| BXP | BXP INC COM | $304.10万 | 0.01% | 58,600 | 8,100 | 16.0% | $42.03万 | 加仓 |
| BAX | BAXTER INTL INC COM | $302.20万 | 0.01% | 179,900 | 44,400 | 32.8% | $74.58万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO CL A | $299.90万 | 0.01% | 23,681 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC COM | $299.40万 | 0.01% | 14,600 | 0 | 0.0% | — | 不变 |
| FDS | FACTSET RESH SYS INC COM | $297.90万 | 0.01% | 13,731 | 2,040 | 17.4% | $44.26万 | 加仓 |
| HR | HEALTHCARE RLTY TR CL A COM | $296.60万 | 0.01% | 174,576 | 13,300 | 8.2% | $22.60万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC COM | $295.60万 | 0.01% | 88,810 | 0 | 0.0% | — | 不变 |
| IESC | IES HOLDINGS INC COM | $294.50万 | 0.01% | 6,180 | 520 | 9.2% | $24.78万 | 加仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $292.80万 | 0.01% | 58,219 | 11,469 | 24.5% | $57.68万 | 加仓 |
| VIK | VIKING HOLDINGS LTD ORD SHS | $292.50万 | 0.01% | 39,800 | 6,100 | 18.1% | $44.83万 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $291.00万 | 0.01% | 70,317 | 21,600 | 44.3% | $89.39万 | 重新持有 |
| EHC | ENCOMPASS HEALTH CORP COM | $290.70万 | 0.01% | 30,053 | 300 | 1.0% | $2.90万 | 加仓 |
| — | CHART INDS INC COM | $290.20万 | 0.01% | 14,034 | 900 | 6.9% | $18.61万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC COM | $290.10万 | 0.01% | 14,509 | 0 | 0.0% | — | 不变 |
| BG | BUNGE GLOBAL SA COM SHS | $287.50万 | 0.01% | 22,602 | -4,798 | -17.5% | -$61.03万 | 减仓 |
| SN | SHARKNINJA INC COM SHS | $287.00万 | 0.01% | 27,100 | -300 | -1.1% | -$3.18万 | 减仓 |
| RKT | ROCKET COS INC COM CL A | $285.70万 | 0.01% | 200,479 | 149,178 | 290.8% | $212.59万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $285.20万 | 0.01% | 37,837 | 10,300 | 37.4% | $77.64万 | 加仓 |
| NNN | NNN REIT INC COM | $285.00万 | 0.01% | 67,800 | 0 | 0.0% | — | 不变 |
| TECH | BIO-TECHNE CORP COM | $282.50万 | 0.01% | 54,048 | -17,089 | -24.0% | -$89.32万 | 减仓 |
| UNM | UNUM GROUP COM | $281.90万 | 0.01% | 38,607 | -14,100 | -26.8% | -$102.96万 | 减仓 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $281.70万 | 0.01% | 34,219 | 3,700 | 12.1% | $30.46万 | 加仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $280.60万 | 0.01% | 5,360 | 280 | 5.5% | $14.66万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $279.50万 | 0.01% | 10,100 | 1,100 | 12.2% | $30.44万 | 加仓 |
| UDR | UDR INC COM | $279.00万 | 0.01% | 82,600 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO RLTY CORP COM | $277.20万 | 0.01% | 45,130 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC COM | $277.00万 | 0.01% | 28,560 | 2,500 | 9.6% | $24.25万 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $275.10万 | 0.01% | 29,738 | 300 | 1.0% | $2.78万 | 加仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $274.40万 | 0.01% | 28,100 | 0 | 0.0% | — | 不变 |
| — | AIR LEASE CORP CL A | $273.10万 | 0.01% | 42,053 | 15,600 | 59.0% | $101.31万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $273.00万 | 0.01% | 35,400 | 7,600 | 27.3% | $58.61万 | 加仓 |
| DY | DYCOM INDS INC COM | $272.80万 | 0.01% | 8,051 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC COM | $272.50万 | 0.01% | 19,000 | 2,200 | 13.1% | $31.55万 | 加仓 |
| FLS | FLOWSERVE CORP COM | $272.00万 | 0.01% | 37,000 | 37,000 | — | $272.00万 | 新建仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $271.90万 | 0.01% | 25,600 | 0 | 0.0% | — | 不变 |
| BPOP | POPULAR INC COM NEW | $271.50万 | 0.01% | 20,239 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC COM | $270.20万 | 0.01% | 57,000 | 0 | 0.0% | — | 不变 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN COM | $268.40万 | 0.01% | 42,800 | 4,200 | 10.9% | $26.34万 | 加仓 |
| AGX | ARGAN INC COM | $266.90万 | 0.01% | 4,900 | 200 | 4.3% | $10.89万 | 加仓 |
| NTNX | NUTANIX INC CL A | $266.80万 | 0.01% | 70,200 | 0 | 0.0% | — | 不变 |
| AXTA | AXALTA COATING SYS LTD COM | $266.20万 | 0.01% | 96,100 | 38,600 | 67.1% | $106.92万 | 加仓 |
| SEIC | SEI INVTS CO COM | $266.00万 | 0.01% | 33,900 | 400 | 1.2% | $3.14万 | 加仓 |
| IONQ | IONQ INC COM | $265.80万 | 0.01% | 92,200 | 5,900 | 6.8% | $17.01万 | 加仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $264.90万 | 0.01% | 14,800 | 0 | 0.0% | — | 不变 |
| HXL | HEXCEL CORP NEW COM | $264.10万 | 0.01% | 32,635 | 6,895 | 26.8% | $55.80万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN CL A | $262.60万 | 0.01% | 45,600 | 500 | 1.1% | $2.88万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $262.30万 | 0.01% | 35,000 | 6,500 | 22.8% | $48.71万 | 加仓 |
| — | MASIMO CORP COM | $262.00万 | 0.01% | 14,730 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $261.40万 | 0.01% | 95,299 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $260.00万 | 0.01% | 288,200 | 15,500 | 5.7% | $13.98万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $259.90万 | 0.01% | 85,600 | 900 | 1.1% | $2.73万 | 加仓 |
| EMN | EASTMAN CHEM CO COM | $255.70万 | 0.01% | 33,500 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $255.20万 | 0.01% | 108,046 | 8,700 | 8.8% | $20.55万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $253.80万 | 0.01% | 49,413 | 7,800 | 18.7% | $40.06万 | 加仓 |
| HQY | HEALTHEQUITY INC COM | $252.50万 | 0.01% | 30,216 | 5,600 | 22.7% | $46.80万 | 加仓 |
| CRBG | COREBRIDGE FINL INC COM | $250.80万 | 0.01% | 105,100 | 0 | 0.0% | — | 不变 |
| AA | ALCOA CORP COM | $249.40万 | 0.01% | 37,600 | 37,600 | — | $249.40万 | 新建仓 |
| GEN | GEN DIGITAL INC COM | $248.10万 | 0.01% | 131,774 | -5,186 | -3.8% | -$9.76万 | 减仓 |
| HSIC | SCHEIN HENRY INC COM | $246.90万 | 0.01% | 33,500 | 2,900 | 9.5% | $21.37万 | 加仓 |
| SITM | SITIME CORP COM | $246.70万 | 0.01% | 7,144 | 640 | 9.8% | $22.10万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $243.40万 | 0.01% | 24,000 | 300 | 1.3% | $3.04万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC COM | $243.30万 | 0.01% | 14,106 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC COM | $241.10万 | 0.01% | 153,400 | 3,200 | 2.1% | $5.03万 | 加仓 |
| SUZ | SUZANO S A SPON ADS | $240.20万 | 0.01% | 240,000 | 240,000 | — | $240.20万 | 新建仓 |
| BSY | BENTLEY SYS INC COM CL B | $239.90万 | 0.01% | 68,300 | -373,600 | -84.5% | -$1,312.25万 | 减仓 |
| LKQ | LKQ CORP COM | $239.70万 | 0.01% | 81,600 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $238.50万 | 0.01% | 59,771 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC COM | $238.10万 | 0.01% | 11,437 | 1,900 | 19.9% | $39.55万 | 加仓 |
| R | RYDER SYS INC COM | $238.00万 | 0.01% | 11,626 | 2,900 | 33.2% | $59.37万 | 加仓 |
| PCVX | VAXCYTE INC COM | $237.70万 | 0.01% | 40,900 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $236.80万 | 0.01% | 17,788 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $236.20万 | 0.01% | 29,200 | 0 | 0.0% | — | 不变 |
| HRL | HORMEL FOODS CORP COM | $236.00万 | 0.01% | 104,200 | 44,400 | 74.2% | $100.56万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $235.60万 | 0.01% | 44,000 | 0 | 0.0% | — | 不变 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $235.30万 | 0.01% | 12,516 | 500 | 4.2% | $9.40万 | 加仓 |
| EPAM | EPAM SYS INC COM | $234.20万 | 0.01% | 17,300 | 1,400 | 8.8% | $18.95万 | 加仓 |
| W | WAYFAIR INC CL A | $233.90万 | 0.01% | 31,100 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS SHS | $233.80万 | 0.01% | 125,000 | 0 | 0.0% | — | 不变 |
| TFX | TELEFLEX INCORPORATED COM | $233.20万 | 0.01% | 19,500 | 4,000 | 25.8% | $47.84万 | 加仓 |
| CRUS | CIRRUS LOGIC INC COM | $232.80万 | 0.01% | 16,095 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP COM | $232.60万 | 0.01% | 19,738 | 1,019 | 5.4% | $12.01万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $229.40万 | 0.01% | 42,881 | 11,800 | 38.0% | $63.13万 | 加仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $228.30万 | 0.01% | 50,918 | 7,900 | 18.4% | $35.42万 | 加仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $227.30万 | 0.01% | 17,800 | -700 | -3.8% | -$8.94万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS COM | $227.00万 | 0.01% | 39,400 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC COM | $226.80万 | 0.01% | 33,200 | 8,400 | 33.9% | $57.38万 | 加仓 |
| AXSM | AXSOME THERAPEUTICS INC. COM | $226.50万 | 0.01% | 13,400 | 800 | 6.3% | $13.52万 | 加仓 |
| ACI | ALBERTSONS COS INC COMMON STOCK | $225.90万 | 0.01% | 132,592 | 29,700 | 28.9% | $50.60万 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $224.40万 | 0.01% | 7,430 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND COM | $223.30万 | 0.01% | 101,059 | 0 | 0.0% | — | 不变 |
| PL | PLANET LABS PBC COM CL A | $223.30万 | 0.01% | 79,900 | 19,200 | 31.6% | $53.66万 | 加仓 |
| IVZ | INVESCO LTD SHS | $222.70万 | 0.01% | 91,700 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $222.40万 | 0.01% | 267,898 | 120,942 | 82.3% | $100.40万 | 重新持有 |
| CHWY | CHEWY INC CL A | $221.90万 | 0.01% | 82,200 | 10,900 | 15.3% | $29.42万 | 加仓 |
| IP | INTERNATIONAL PAPER CO COM | $221.80万 | 0.01% | 62,131 | -11,889 | -16.1% | -$42.44万 | 减仓 |
| VNT | VONTIER CORPORATION COM | $220.30万 | 0.01% | 62,100 | 6,400 | 11.5% | $22.70万 | 加仓 |
| MOS | MOSAIC CO COM | $218.80万 | 0.01% | 85,800 | 9,600 | 12.6% | $24.48万 | 加仓 |