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 |
|---|---|---|---|---|---|---|---|---|
| WTFC | WINTRUST FINL CORP COM | $268.80万 | 0.01% | 16,723 | 1,100 | 7.0% | $17.68万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC COM | $268.60万 | 0.01% | 12,416 | -100 | -0.8% | -$2.16万 | 减仓 |
| APLD | APPLIED DIGITAL CORP COM NEW | $267.10万 | 0.01% | 71,600 | 700 | 1.0% | $2.61万 | 加仓 |
| ACMR | ACM RESH INC COM CL A | $265.20万 | 0.01% | 20,900 | 5,000 | 31.4% | $63.44万 | 加仓 |
| AXTA | AXALTA COATING SYS LTD COM | $264.50万 | 0.01% | 77,300 | -18,800 | -19.6% | -$64.33万 | 减仓 |
| CVLT | COMMVAULT SYS INC COM | $262.60万 | 0.01% | 18,530 | 3,600 | 24.1% | $51.02万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $262.30万 | 0.01% | 21,400 | 1,500 | 7.5% | $18.39万 | 加仓 |
| LNTH | LANTHEUS HLDGS INC COM | $261.80万 | 0.01% | 23,600 | -4,000 | -14.5% | -$44.37万 | 减仓 |
| ONB | OLD NATL BANCORP IND COM | $261.70万 | 0.01% | 101,059 | 0 | 0.0% | — | 不变 |
| MANH | MANHATTAN ASSOCIATES INC COM | $261.60万 | 0.01% | 18,788 | 1,000 | 5.6% | $13.92万 | 加仓 |
| STAG | STAG INDUSTRIAL INC COM | $261.50万 | 0.01% | 68,702 | 14,500 | 26.8% | $55.19万 | 加仓 |
| OMF | ONEMAIN HLDGS INC COM | $261.40万 | 0.01% | 42,881 | 0 | 0.0% | — | 不变 |
| ETSY | ETSY INC COM | $261.40万 | 0.01% | 34,700 | 3,500 | 11.2% | $26.37万 | 加仓 |
| CIFR | CIPHER DIGITAL INC COM | $261.20万 | 0.01% | 106,600 | 39,700 | 59.3% | $97.28万 | 加仓 |
| COMP | COMPASS INC CL A | $260.90万 | 0.01% | 211,600 | 89,200 | 72.9% | $109.98万 | 加仓 |
| MP | MP MATERIALS CORP COM CL A | $260.40万 | 0.01% | 46,500 | 6,600 | 16.5% | $36.96万 | 加仓 |
| H | HYATT HOTELS CORP COM CL A | $259.70万 | 0.01% | 13,400 | -100 | -0.7% | -$1.94万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC COM | $258.90万 | 0.01% | 18,500 | 700 | 3.9% | $9.80万 | 加仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC COMMON STOCK | $258.90万 | 0.01% | 63,400 | 36,800 | 138.3% | $150.28万 | 加仓 |
| MIDD | MIDDLEBY CORP COM | $258.00万 | 0.01% | 15,000 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP COM | $257.30万 | 0.01% | 50,918 | 0 | 0.0% | — | 不变 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC COM | $257.30万 | 0.01% | 36,900 | 10,700 | 40.8% | $74.61万 | 加仓 |
| TWST | TWIST BIOSCIENCE CORP COM | $257.20万 | 0.01% | 25,000 | 0 | 0.0% | — | 不变 |
| PLXS | PLEXUS CORP COM | $256.70万 | 0.01% | 8,537 | 600 | 7.6% | $18.04万 | 加仓 |
| NPO | ENPRO INC COM | $256.30万 | 0.01% | 6,800 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC COM | $255.80万 | 0.01% | 32,600 | 3,400 | 11.6% | $26.68万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC COM | $255.50万 | 0.01% | 85,600 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $255.40万 | 0.01% | 17,195 | 1,100 | 6.8% | $16.34万 | 加仓 |
| CBSH | COMMERCE BANCSHARES INC COM | $255.20万 | 0.01% | 44,185 | 0 | 0.0% | — | 不变 |
| MTCH | MATCH GROUP INC NEW COM | $253.00万 | 0.01% | 66,500 | 100 | 0.2% | $3,805 | 加仓 |
| GVA | GRANITE CONSTR INC COM | $251.90万 | 0.01% | 15,937 | -1,400 | -8.1% | -$22.13万 | 减仓 |
| PRI | PRIMERICA INC COM | $250.60万 | 0.01% | 8,817 | 280 | 3.3% | $7.96万 | 加仓 |
| SLAB | SILICON LABORATORIES INC COM | $250.00万 | 0.01% | 11,437 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP COM | $249.10万 | 0.01% | 60,871 | 1,100 | 1.8% | $4.50万 | 加仓 |
| LSTR | LANDSTAR SYS INC COM | $249.10万 | 0.01% | 12,044 | -100 | -0.8% | -$2.07万 | 减仓 |
| BROS | DUTCH BROS INC CL A | $248.50万 | 0.01% | 34,600 | 2,300 | 7.1% | $16.52万 | 加仓 |
| CART | MAPLEBEAR INC COM | $247.60万 | 0.01% | 52,300 | 100 | 0.2% | $4,734 | 加仓 |
| LKQ | LKQ CORP COM | $247.20万 | 0.01% | 93,900 | 12,300 | 15.1% | $32.38万 | 加仓 |
| TTD | THE TRADE DESK INC COM CL A | $245.70万 | 0.01% | 135,900 | -25,994 | -16.1% | -$47.00万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP COM | $245.10万 | 0.01% | 34,160 | 0 | 0.0% | — | 不变 |
| SYNA | SYNAPTICS INC COM | $244.00万 | 0.01% | 19,637 | 5,000 | 34.2% | $62.13万 | 加仓 |
| NUE | NUCOR CORP COM | $243.50万 | 0.01% | 10,932 | -7,186 | -39.7% | -$160.06万 | 减仓 |
| F | FORD MTR CO COM | $243.40万 | 0.01% | 175,077 | -241,628 | -58.0% | -$335.92万 | 减仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN COM | $243.40万 | 0.01% | 48,703 | 1,600 | 3.4% | $8.00万 | 加仓 |
| IDCC | INTERDIGITAL INC COM | $242.10万 | 0.01% | 8,550 | 1,120 | 15.1% | $31.71万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW COM | $241.80万 | 0.01% | 94,500 | 700 | 0.7% | $1.79万 | 加仓 |
| FNB | F N B CORP COM | $241.20万 | 0.01% | 126,431 | 33,400 | 35.9% | $63.72万 | 加仓 |
| ULS | UL SOLUTIONS INC CLASS A COM SHS | $240.40万 | 0.01% | 23,600 | 5,200 | 28.3% | $52.97万 | 加仓 |
| FND | FLOOR & DECOR HLDGS INC CL A | $239.20万 | 0.01% | 40,300 | 5,600 | 16.1% | $33.24万 | 加仓 |
| KLIC | KULICKE & SOFFA INDS INC COM | $239.10万 | 0.01% | 17,874 | 0 | 0.0% | — | 不变 |
| — | NUVALENT INC COM | $238.40万 | 0.01% | 19,300 | 5,400 | 38.8% | $66.70万 | 加仓 |
| DVA | DAVITA INC COM | $238.10万 | 0.01% | 10,700 | 400 | 3.9% | $8.90万 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $237.40万 | 0.01% | 20,700 | 2,700 | 15.0% | $30.97万 | 加仓 |
| QLYS | QUALYS INC COM | $237.20万 | 0.01% | 17,251 | 6,700 | 63.5% | $92.12万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC COMMON STOCK | $236.70万 | 0.01% | 122,500 | 21,300 | 21.0% | $41.16万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC COM | $236.60万 | 0.01% | 29,000 | 3,800 | 15.1% | $31.00万 | 加仓 |
| LUMN | LUMEN TECHNOLOGIES INC COM | $236.20万 | 0.01% | 307,500 | 38,100 | 14.1% | $29.27万 | 加仓 |
| QS | QUANTUMSCAPE CORP COM CL A | $233.50万 | 0.01% | 308,800 | 183,000 | 145.5% | $138.38万 | 加仓 |
| TEX | TEREX CORP NEW COM | $232.00万 | 0.01% | 32,053 | 10,600 | 49.4% | $76.72万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC COM NEW | $230.80万 | 0.01% | 26,000 | 26,000 | — | $230.80万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC COM | $229.60万 | 0.01% | 16,100 | -2,400 | -13.0% | -$34.23万 | 减仓 |
| SARO | STANDARDAERO INC COM | $229.40万 | 0.01% | 76,700 | 18,600 | 32.0% | $55.63万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC ORDINARY SHARES | $229.30万 | 0.01% | 27,827 | -134,829 | -82.9% | -$1,111.02万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I COM | $228.40万 | 0.01% | 41,600 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC CL A | $227.60万 | 0.01% | 16,005 | -5,654 | -26.1% | -$80.40万 | 减仓 |
| MAC | MACERICH CO COM | $227.60万 | 0.01% | 90,356 | 13,100 | 17.0% | $33.00万 | 加仓 |
| MYRG | MYR GROUP INC COM | $227.20万 | 0.01% | 4,540 | 840 | 22.7% | $42.04万 | 加仓 |
| ALV | AUTOLIV INC COM | $225.40万 | 0.01% | 19,400 | 0 | 0.0% | — | 不变 |
| RLI | RLI CORP COM | $224.80万 | 0.01% | 38,060 | 10,400 | 37.6% | $61.43万 | 加仓 |
| VLY | VALLEY NATL BANCORP COM | $224.70万 | 0.01% | 153,387 | 0 | 0.0% | — | 不变 |
| EMN | EASTMAN CHEM CO COM | $224.40万 | 0.01% | 33,500 | 0 | 0.0% | — | 不变 |
| THG | HANOVER INS GROUP INC COM | $223.50万 | 0.01% | 10,437 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALLIANCE CO LTD SPONSORED ADS | $223.40万 | 0.01% | 275,182 | 7,284 | 2.7% | $5.91万 | 加仓 |
| CROX | CROCS INC COM | $222.00万 | 0.01% | 18,400 | -4,300 | -18.9% | -$51.88万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $221.50万 | 0.01% | 14,900 | 100 | 0.7% | $1.49万 | 加仓 |
| VNO | VORNADO RLTY TR SH BEN INT | $219.70万 | 0.01% | 55,900 | 11,100 | 24.8% | $43.63万 | 加仓 |
| OUT | OUTFRONT MEDIA INC COM NEW | $219.20万 | 0.01% | 66,918 | 0 | 0.0% | — | 不变 |
| EBC | EASTERN BANKSHARES INC COM | $218.20万 | 0.01% | 98,100 | 28,100 | 40.1% | $62.50万 | 加仓 |
| WULF | TERAWULF INC COM | $217.90万 | 0.01% | 88,200 | 3,800 | 4.5% | $9.39万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC COM | $216.90万 | 0.01% | 53,400 | 31,600 | 145.0% | $128.35万 | 加仓 |
| CHE | CHEMED CORP NEW COM | $216.70万 | 0.01% | 4,652 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $216.60万 | 0.01% | 25,992 | 3,300 | 14.5% | $27.50万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION CLASS A COM SHS | $216.10万 | 0.01% | 88,441 | -10,300 | -10.4% | -$25.17万 | 减仓 |
| TFX | TELEFLEX INCORPORATED COM | $215.50万 | 0.01% | 17,000 | -2,500 | -12.8% | -$31.69万 | 减仓 |
| — | ARCOSA INC COM | $215.00万 | 0.01% | 14,800 | 1,100 | 8.0% | $15.98万 | 加仓 |
| GBCI | GLACIER BANCORP INC NEW COM | $212.40万 | 0.01% | 41,174 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC COM CL A | $211.90万 | 0.01% | 20,700 | 2,500 | 13.7% | $25.59万 | 加仓 |
| VVV | VALVOLINE INC COM | $211.50万 | 0.01% | 53,500 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $211.30万 | 0.01% | 28,274 | -500 | -1.7% | -$3.74万 | 减仓 |
| JBTM | JBT MAREL CORPORATION COM | $211.00万 | 0.01% | 14,551 | 0 | 0.0% | — | 不变 |
| AS | AMER SPORTS INC COM SHS | $210.80万 | 0.01% | 62,300 | 5,900 | 10.5% | $19.96万 | 加仓 |
| RITM | RITHM CAPITAL CORP COM NEW | $210.30万 | 0.01% | 223,994 | 0 | 0.0% | — | 不变 |
| TVTX | TRAVERE THERAPEUTICS INC COM | $210.20万 | 0.01% | 37,000 | 37,000 | — | $210.20万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC COM | $210.10万 | 0.01% | 18,921 | 1,400 | 8.0% | $15.55万 | 加仓 |
| SNEX | STONEX GROUP INC COM | $208.80万 | 0.01% | 17,619 | 0 | 0.0% | — | 不变 |
| AVT | AVNET INC COM | $208.70万 | 0.01% | 23,500 | 1,500 | 6.8% | $13.32万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC COM CL A | $208.00万 | 0.01% | 60,000 | 2,300 | 4.0% | $7.97万 | 加仓 |
| GNTX | GENTEX CORP COM | $207.60万 | 0.01% | 82,166 | -500 | -0.6% | -$1.26万 | 减仓 |
| GXO | GXO LOGISTICS INCORPORATED COMMON STOCK | $207.50万 | 0.01% | 40,929 | 1,400 | 3.5% | $7.10万 | 加仓 |
| CAG | CONAGRA BRANDS INC COM | $206.50万 | 0.01% | 153,400 | 0 | 0.0% | — | 不变 |