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 |
|---|---|---|---|---|---|---|---|---|
| GDDY | GODADDY INC CL A | $360.70万 | 0.01% | 42,500 | 3,900 | 10.1% | $33.10万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES COM | $360.40万 | 0.01% | 55,918 | 6,600 | 13.4% | $42.54万 | 加仓 |
| BMRN | BIOMARIN PHARMACEUTICAL INC COM | $358.80万 | 0.01% | 62,700 | 4,200 | 7.2% | $24.03万 | 加仓 |
| SF | STIFEL FINL CORP COM | $358.60万 | 0.01% | 51,398 | 0 | 0.0% | — | 不变 |
| BEN | FRANKLIN RESOURCES INC COM | $356.80万 | 0.01% | 107,246 | -800 | -0.7% | -$2.66万 | 减仓 |
| RBRK | RUBRIK INC. CL A | $356.40万 | 0.01% | 44,400 | 11,600 | 35.4% | $93.11万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC COM | $355.60万 | 0.01% | 28,895 | -300 | -1.0% | -$3.69万 | 减仓 |
| ARW | ARROW ELECTRS INC COM | $354.30万 | 0.01% | 16,600 | -2,400 | -12.6% | -$51.22万 | 减仓 |
| CPT | CAMDEN PPTY TR SH BEN INT | $353.80万 | 0.01% | 30,900 | 2,800 | 10.0% | $32.06万 | 加仓 |
| PODD | INSULET CORP COM | $353.50万 | 0.01% | 23,216 | 1,400 | 6.4% | $21.32万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC COM | $352.50万 | 0.01% | 40,876 | 5,200 | 14.6% | $44.84万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN COM | $348.90万 | 0.01% | 42,800 | 0 | 0.0% | — | 不变 |
| HAS | HASBRO INC COM | $346.90万 | 0.01% | 42,000 | 3,200 | 8.2% | $26.43万 | 加仓 |
| GMED | GLOBUS MED INC CL A | $346.80万 | 0.01% | 43,897 | 2,200 | 5.3% | $17.38万 | 加仓 |
| DCI | DONALDSON INC COM | $345.00万 | 0.01% | 38,432 | 0 | 0.0% | — | 不变 |
| CUBE | CUBESMART COM | $344.90万 | 0.01% | 86,734 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC COM CL A | $344.40万 | 0.01% | 106,200 | -10,100 | -8.7% | -$32.75万 | 减仓 |
| CTRE | CARETRUST REIT INC COM | $344.40万 | 0.01% | 85,346 | -10,500 | -11.0% | -$42.37万 | 减仓 |
| HL | HECLA MINING COMPANY COM | $337.80万 | 0.01% | 218,916 | 20,300 | 10.2% | $31.32万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC COM | $337.00万 | 0.01% | 14,737 | -1,400 | -8.7% | -$32.01万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC COM | $334.30万 | 0.01% | 49,300 | 5,300 | 12.0% | $35.94万 | 加仓 |
| ROL | ROLLINS INC COM | $333.90万 | 0.01% | 80,006 | -21,883 | -21.5% | -$91.33万 | 减仓 |
| BPOP | POPULAR INC COM NEW | $332.30万 | 0.01% | 20,239 | 0 | 0.0% | — | 不变 |
| KRG | KITE REALTY GROUP TRUST COM NEW | $331.00万 | 0.01% | 116,633 | -7,300 | -5.9% | -$20.72万 | 减仓 |
| PINS | PINTEREST INC CL A | $330.80万 | 0.01% | 157,300 | -44,358 | -22.0% | -$93.28万 | 减仓 |
| — | TOPBUILD COR COM | $330.30万 | 0.01% | 9,317 | 0 | 0.0% | — | 不变 |
| BRKR | BRUKER CORP COM | $329.80万 | 0.01% | 54,805 | 18,165 | 49.6% | $109.31万 | 加仓 |
| PRAX | PRAXIS PRECISION MEDICINES I COM NEW | $329.40万 | 0.01% | 9,840 | 9,840 | — | $329.40万 | 新建仓 |
| HQY | HEALTHEQUITY INC COM | $328.00万 | 0.01% | 36,316 | 6,100 | 20.2% | $55.09万 | 加仓 |
| AAL | AMERICAN AIRLINES GROUP INC COM | $328.00万 | 0.01% | 181,500 | 0 | 0.0% | — | 不变 |
| FIVE | FIVE BELOW INC COM | $327.40万 | 0.01% | 18,209 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $327.40万 | 0.01% | 10,358 | 1,900 | 22.5% | $60.06万 | 加仓 |
| COKE | COCA COLA CONS INC COM | $327.00万 | 0.01% | 17,130 | 300 | 1.8% | $5.73万 | 加仓 |
| BBIO | BRIDGEBIO PHARMA INC COM | $326.60万 | 0.01% | 43,850 | -1,000 | -2.2% | -$7.45万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $326.60万 | 0.01% | 20,800 | 1,400 | 7.2% | $21.98万 | 加仓 |
| DPZ | DOMINOS PIZZA INC COM | $325.60万 | 0.01% | 11,000 | -880 | -7.4% | -$26.05万 | 减仓 |
| FR | FIRST INDL RLTY TR INC COM | $323.60万 | 0.01% | 52,774 | 0 | 0.0% | — | 不变 |
| FLNC | FLUENCE ENERGY INC COM CL A | $320.90万 | 0.01% | 161,400 | -136,607 | -45.8% | -$271.61万 | 减仓 |
| CORT | CORCEPT THERAPEUTICS INC COM | $320.70万 | 0.01% | 36,881 | 8,100 | 28.1% | $70.43万 | 加仓 |
| RKT | ROCKET COS INC COM CL A | $319.90万 | 0.01% | 203,094 | 2,615 | 1.3% | $4.12万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC COM | $319.50万 | 0.01% | 133,200 | 25,400 | 23.6% | $60.93万 | 加仓 |
| ZION | ZIONS BANCORPORATION NATL AS COM | $319.00万 | 0.01% | 46,100 | 6,700 | 17.0% | $46.36万 | 加仓 |
| W | WAYFAIR INC CL A | $318.80万 | 0.01% | 34,500 | 3,400 | 10.9% | $31.42万 | 加仓 |
| CFR | CULLEN FROST BANKERS INC COM | $318.60万 | 0.01% | 20,616 | -2,200 | -9.6% | -$34.00万 | 减仓 |
| — | CHART INDS INC COM | $318.30万 | 0.01% | 15,234 | 1,200 | 8.6% | $25.07万 | 加仓 |
| REXR | REXFORD INDL RLTY INC COM | $317.90万 | 0.01% | 94,902 | -21,500 | -18.5% | -$72.02万 | 减仓 |
| FRT | FEDERAL RLTY INVT TR NEW SH BEN INT NEW | $316.00万 | 0.01% | 25,600 | 0 | 0.0% | — | 不变 |
| NNN | NNN REIT INC COM | $315.50万 | 0.01% | 67,800 | 0 | 0.0% | — | 不变 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS SHS | $314.50万 | 0.01% | 149,000 | 24,000 | 19.2% | $50.66万 | 加仓 |
| SKYD | PARAMOUNT SKYDANCE CORP COM CL B | $313.90万 | 0.01% | 318,400 | 30,200 | 10.5% | $29.77万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN COM | $313.50万 | 0.01% | 29,084 | 12,250 | 72.8% | $132.04万 | 加仓 |
| HXL | HEXCEL CORP NEW COM | $312.60万 | 0.01% | 31,240 | -1,395 | -4.3% | -$13.96万 | 减仓 |
| GME | GAMESTOP CORP CL A | $311.80万 | 0.01% | 141,200 | 6,300 | 4.7% | $13.91万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC COM | $310.10万 | 0.01% | 27,275 | -28,473 | -51.1% | -$323.72万 | 减仓 |
| AMG | AFFILIATED MANAGERS GROUP COM | $307.90万 | 0.01% | 9,100 | -1,000 | -9.9% | -$33.84万 | 减仓 |
| ENSG | ENSIGN GROUP INC COM | $307.20万 | 0.01% | 19,167 | 2,300 | 13.6% | $36.86万 | 加仓 |
| R | RYDER SYS INC COM | $306.70万 | 0.01% | 11,626 | 0 | 0.0% | — | 不变 |
| MDGL | MADRIGAL PHARMACEUTICALS INC COM | $305.00万 | 0.01% | 5,680 | 320 | 6.0% | $17.18万 | 加仓 |
| EHC | ENCOMPASS HEALTH CORP COM | $303.80万 | 0.01% | 30,053 | 0 | 0.0% | — | 不变 |
| BWA | BORGWARNER INC COM | $303.00万 | 0.01% | 45,631 | 6,800 | 17.5% | $45.15万 | 加仓 |
| TGTX | TG THERAPEUTICS INC COM | $302.20万 | 0.01% | 55,000 | 7,600 | 16.0% | $41.76万 | 加仓 |
| RGEN | REPLIGEN CORP COM | $301.10万 | 0.01% | 22,070 | 2,332 | 11.8% | $31.82万 | 加仓 |
| BG | BUNGE GLOBAL SA COM SHS | $298.90万 | 0.01% | 28,002 | 5,400 | 23.9% | $57.64万 | 加仓 |
| AA | ALCOA CORP COM | $297.70万 | 0.01% | 57,100 | 19,500 | 51.9% | $101.67万 | 加仓 |
| U | UNITY SOFTWARE INC COM | $297.50万 | 0.01% | 104,100 | 11,300 | 12.2% | $32.29万 | 加仓 |
| SEIC | SEI INVTS CO COM | $297.30万 | 0.01% | 33,900 | 0 | 0.0% | — | 不变 |
| FROG | JFROG LTD ORD SHS | $297.20万 | 0.01% | 32,700 | 3,700 | 12.8% | $33.63万 | 加仓 |
| SSB | SOUTHSTATE BK CORP COM | $297.10万 | 0.01% | 29,738 | 0 | 0.0% | — | 不变 |
| RIOT | RIOT PLATFORMS INC COM | $295.70万 | 0.01% | 108,000 | -800 | -0.7% | -$2.19万 | 减仓 |
| HUBS | HUBSPOT INC COM | $293.50万 | 0.01% | 16,080 | -2,175 | -11.9% | -$39.70万 | 减仓 |
| PL | PLANET LABS PBC COM CL A | $292.50万 | 0.01% | 88,300 | 8,400 | 10.5% | $27.83万 | 加仓 |
| VOYA | VOYA FINANCIAL INC COM | $292.40万 | 0.01% | 32,300 | -900 | -2.7% | -$8.15万 | 减仓 |
| TRNO | TERRENO RLTY CORP COM | $292.30万 | 0.01% | 45,130 | 0 | 0.0% | — | 不变 |
| BLDR | BUILDERS FIRSTSOURCE INC COM | $291.90万 | 0.01% | 32,619 | -1,600 | -4.7% | -$14.32万 | 减仓 |
| DOX | AMDOCS LTD SHS | $291.00万 | 0.01% | 57,576 | -6,768 | -10.5% | -$34.21万 | 减仓 |
| KEY | KEYCORP COM | $290.90万 | 0.01% | 126,195 | 107,955 | 591.9% | $248.85万 | 加仓 |
| QGEN | QIAGEN NV ORD SHARES | $290.90万 | 0.01% | 74,401 | 74,401 | — | $290.90万 | 新建仓 |
| FDS | FACTSET RESH SYS INC COM | $290.60万 | 0.01% | 12,631 | -1,100 | -8.0% | -$25.31万 | 减仓 |
| CRBG | COREBRIDGE FINL INC COM | $289.70万 | 0.01% | 101,200 | -3,900 | -3.7% | -$11.16万 | 减仓 |
| ALKS | ALKERMES PLC SHS | $288.20万 | 0.01% | 55,000 | 0 | 0.0% | — | 不变 |
| CG | CARLYLE GROUP INC COM | $287.20万 | 0.01% | 68,200 | 1,500 | 2.2% | $6.32万 | 加仓 |
| PCVX | VAXCYTE INC COM | $287.20万 | 0.01% | 49,400 | 8,500 | 20.8% | $49.42万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD SHS | $286.90万 | 0.01% | 26,700 | 2,700 | 11.2% | $29.01万 | 加仓 |
| ADC | AGREE RLTY CORP COM | $286.60万 | 0.01% | 37,837 | 0 | 0.0% | — | 不变 |
| ONON | ON HLDG AG NAMEN AKT A | $285.10万 | 0.01% | 80,500 | 80,500 | — | $285.10万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV SHS - A - | $284.30万 | 0.01% | 54,000 | 54,000 | — | $284.30万 | 新建仓 |
| TIGO | MILLICOM INTL CELLULAR S A COM STK | $284.10万 | 0.01% | 31,300 | -3,700 | -10.6% | -$33.58万 | 减仓 |
| HSIC | SCHEIN HENRY INC COM | $279.80万 | 0.01% | 33,500 | 0 | 0.0% | — | 不变 |
| IT | GARTNER INC COM | $278.70万 | 0.01% | 21,500 | -11,064 | -34.0% | -$143.42万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP COM | $277.50万 | 0.01% | 33,760 | 3,600 | 11.9% | $29.59万 | 加仓 |
| OKLO | OKLO INC COM CL A | $276.80万 | 0.01% | 52,900 | 16,100 | 43.8% | $84.24万 | 加仓 |
| GKOS | GLAUKOS CORP COM | $276.70万 | 0.01% | 19,800 | 1,100 | 5.9% | $15.37万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC COM | $275.70万 | 0.01% | 32,600 | -2,800 | -7.9% | -$23.68万 | 减仓 |
| AVTR | AVANTOR INC COM | $275.70万 | 0.01% | 278,500 | 81,200 | 41.2% | $80.38万 | 加仓 |
| SSD | SIMPSON MFG INC COM | $272.90万 | 0.01% | 13,037 | 1,400 | 12.0% | $29.31万 | 加仓 |
| HTHT | H WORLD GROUP LTD SPONSORED ADS | $272.60万 | 0.01% | 65,343 | 7,124 | 12.2% | $29.72万 | 加仓 |
| AUR | AURORA INNOVATION INC CLASS A COM | $271.80万 | 0.01% | 398,600 | 60,700 | 18.0% | $41.39万 | 加仓 |
| KMX | CARMAX INC COM | $270.80万 | 0.01% | 51,200 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $270.40万 | 0.01% | 89,525 | -61,484 | -40.7% | -$185.71万 | 减仓 |
| DOCU | DOCUSIGN INC COM | $269.20万 | 0.01% | 60,600 | 3,600 | 6.3% | $15.99万 | 加仓 |