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 |
|---|---|---|---|---|---|---|---|---|
| AWI | ARMSTRONG WORLD INDS INC NEW COM | $205.80万 | 0.01% | 12,830 | 1,200 | 10.3% | $19.25万 | 加仓 |
| BNL | BROADSTONE NET LEASE INC COM | $205.30万 | 0.01% | 99,300 | -12,600 | -11.3% | -$26.05万 | 减仓 |
| KEX | KIRBY CORP COM | $205.30万 | 0.01% | 15,100 | 700 | 4.9% | $9.52万 | 加仓 |
| NOVT | NOVANTA INC COM | $204.60万 | 0.01% | 12,611 | 1,200 | 10.5% | $19.47万 | 加仓 |
| CUZ | COUSINS PPTYS INC COM NEW | $204.50万 | 0.01% | 68,220 | 0 | 0.0% | — | 不变 |
| BBWI | BATH & BODY WORKS INC COM | $203.90万 | 0.01% | 88,149 | 21,000 | 31.3% | $48.58万 | 加仓 |
| SIGI | SELECTIVE INS GROUP INC COM | $202.90万 | 0.01% | 20,916 | -300 | -1.4% | -$2.91万 | 减仓 |
| SON | SONOCO PRODS CO COM | $202.10万 | 0.01% | 35,867 | 0 | 0.0% | — | 不变 |
| PB | PROSPERITY BANCSHARES INC COM | $201.10万 | 0.01% | 27,531 | 0 | 0.0% | — | 不变 |
| FTDR | FRONTDOOR INC COM | $201.00万 | 0.01% | 25,900 | 200 | 0.8% | $1.55万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION COM NEW | $199.30万 | 0.01% | 25,000 | 25,000 | — | $199.30万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC CL A | $198.80万 | 0.01% | 27,239 | 0 | 0.0% | — | 不变 |
| MOS | MOSAIC CO COM | $196.90万 | 0.01% | 92,900 | 7,100 | 8.3% | $15.05万 | 加仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR CL A | $196.60万 | 0.01% | 4,892 | 1,120 | 29.7% | $45.01万 | 加仓 |
| MTH | MERITAGE HOMES CORP COM | $194.90万 | 0.01% | 23,246 | -4,900 | -17.4% | -$41.08万 | 减仓 |
| VSEC | VSE CORP COM | $194.20万 | 0.01% | 8,500 | 2,900 | 51.8% | $66.26万 | 加仓 |
| JOBY | JOBY AVIATION INC COMMON STOCK | $193.90万 | 0.01% | 217,426 | 66,000 | 43.6% | $58.86万 | 加仓 |
| VFC | V F CORP COM | $193.80万 | 0.01% | 116,200 | 4,200 | 3.8% | $7.00万 | 加仓 |
| BCPC | BALCHEM CORP COM | $193.50万 | 0.01% | 11,451 | 0 | 0.0% | — | 不变 |
| TTC | TORO CO COM | $193.30万 | 0.01% | 19,839 | 0 | 0.0% | — | 不变 |
| NEU | NEWMARKET CORP COM | $193.10万 | 0.01% | 2,440 | 200 | 8.9% | $15.83万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $193.00万 | 0.01% | 19,900 | 100 | 0.5% | $9,698 | 加仓 |
| RYN | RAYONIER INC COM | $192.40万 | 0.01% | 90,437 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC COM | $192.00万 | 0.01% | 53,000 | 20,400 | 62.6% | $73.90万 | 加仓 |
| Z | ZILLOW GROUP INC CL C CAP STK | $191.70万 | 0.01% | 60,817 | -9,500 | -13.5% | -$29.94万 | 减仓 |
| ESAB | ESAB CORPORATION COM | $191.30万 | 0.01% | 19,400 | 0 | 0.0% | — | 不变 |
| ROAD | CONSTRUCTION PARTNERS INC COM CL A | $191.20万 | 0.01% | 16,100 | 1,400 | 9.5% | $16.63万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG NAMEN AKT | $190.90万 | 0.01% | 35,000 | 8,100 | 30.1% | $44.18万 | 加仓 |
| VCYT | VERACYTE INC COM | $190.90万 | 0.01% | 32,506 | 4,000 | 14.0% | $23.49万 | 加仓 |
| TEM | TEMPUS AI INC CL A | $190.60万 | 0.01% | 32,900 | 1,300 | 4.1% | $7.53万 | 加仓 |
| AN | AUTONATION INC COM | $189.50万 | 0.01% | 10,200 | -300 | -2.9% | -$5.57万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO COM | $189.50万 | 0.01% | 24,800 | -3,400 | -12.1% | -$25.98万 | 减仓 |
| PRM | PERIMETER SOLUTIONS INC COMMON STOCK | $189.30万 | 0.01% | 53,100 | 2,500 | 4.9% | $8.91万 | 加仓 |
| IBP | INSTALLED BLDG PRODS INC COM | $186.70万 | 0.01% | 8,125 | 1,080 | 15.3% | $24.82万 | 加仓 |
| SBRA | SABRA HEALTH CARE REIT INC COM | $186.70万 | 0.01% | 95,706 | 0 | 0.0% | — | 不变 |
| MTRN | MATERION CORP COM | $186.30万 | 0.01% | 6,266 | 200 | 3.3% | $5.95万 | 加仓 |
| POWI | POWER INTEGRATIONS INC COM | $186.00万 | 0.01% | 22,202 | -125,831 | -85.0% | -$1,054.16万 | 减仓 |
| BIO | BIO RAD LABS INC CL A | $185.90万 | 0.01% | 6,332 | 0 | 0.0% | — | 不变 |
| SUPN | INDIVIOR PHARMACEUTICALS INC COM | $185.90万 | 0.01% | 45,300 | -5,100 | -10.1% | -$20.93万 | 减仓 |
| LNC | LINCOLN NATL CORP IND COM | $185.60万 | 0.01% | 52,500 | 800 | 1.5% | $2.83万 | 加仓 |
| EXP | EAGLE MATLS INC COM | $185.20万 | 0.01% | 8,230 | 0 | 0.0% | — | 不变 |
| BDC | BELDEN INC COM | $185.00万 | 0.01% | 15,430 | -300 | -1.9% | -$3.60万 | 减仓 |
| LEA | LEAR CORP COM NEW | $185.00万 | 0.01% | 13,800 | 0 | 0.0% | — | 不变 |
| FAF | FIRST AMERN FINL CORP COM | $184.90万 | 0.01% | 26,960 | 1,900 | 7.6% | $13.03万 | 加仓 |
| GATX | GATX CORP COM | $184.80万 | 0.01% | 10,430 | 1,200 | 13.0% | $21.26万 | 加仓 |
| CELH | CELSIUS HLDGS INC COM NEW | $184.50万 | 0.01% | 63,000 | 9,700 | 18.2% | $28.41万 | 加仓 |
| ABCB | AMERIS BANCORP COM | $184.40万 | 0.01% | 20,430 | 0 | 0.0% | — | 不变 |
| UEC | URANIUM ENERGY CORP COM | $182.90万 | 0.01% | 171,600 | 18,000 | 11.7% | $19.19万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD COM | $182.50万 | 0.01% | 880 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC COM | $182.20万 | 0.01% | 14,500 | -1,200 | -7.6% | -$15.08万 | 减仓 |
| ERIE | ERIE INDTY CO CL A | $181.90万 | 0.01% | 7,585 | 0 | 0.0% | — | 不变 |
| UHAL/B | U HAUL HOLDING COMPANY COM SER N | $180.60万 | 0.01% | 31,300 | 5,800 | 22.7% | $33.47万 | 加仓 |
| XENE | XENON PHARMACEUTICALS INC COM | $179.90万 | 0.01% | 29,800 | 0 | 0.0% | — | 不变 |
| VECO | VEECO INSTRS INC DEL COM | $179.60万 | 0.01% | 23,700 | 0 | 0.0% | — | 不变 |
| TXG | 10X GENOMICS INC CL A COM | $179.40万 | 0.01% | 46,800 | 0 | 0.0% | — | 不变 |
| SIRI | SIRIUSXM HOLDINGS INC COMMON STOCK | $179.20万 | 0.01% | 60,661 | 0 | 0.0% | — | 不变 |
| AGCO | AGCO CORP COM | $178.90万 | 0.01% | 14,945 | -562 | -3.6% | -$6.73万 | 减仓 |
| ENVA | ENOVA INTL INC COM | $178.10万 | 0.01% | 7,400 | 1,100 | 17.5% | $26.47万 | 加仓 |
| LW | LAMB WESTON HLDGS INC COM | $177.90万 | 0.01% | 41,200 | 0 | 0.0% | — | 不变 |
| MTG | MGIC INVT CORP WIS COM | $177.60万 | 0.01% | 62,982 | 0 | 0.0% | — | 不变 |
| OWL | BLUE OWL CAPITAL INC COM CL A | $177.50万 | 0.01% | 202,900 | -23,800 | -10.5% | -$20.82万 | 减仓 |
| SRRK | SCHOLAR ROCK HLDG CORP COM | $177.10万 | 0.01% | 32,200 | 8,700 | 37.0% | $47.85万 | 加仓 |
| MATX | MATSON INC COM | $176.90万 | 0.01% | 9,200 | 400 | 4.5% | $7.69万 | 加仓 |
| TPG | TPG INC COM CL A | $176.80万 | 0.01% | 43,600 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC COM | $176.20万 | 0.01% | 2,470 | -133 | -5.1% | -$9.49万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC COM NEW | $176.20万 | 0.01% | 9,300 | 1,200 | 14.8% | $22.74万 | 加仓 |
| BSY | BENTLEY SYS INC COM CL B | $176.10万 | 0.01% | 58,900 | -9,400 | -13.8% | -$28.10万 | 减仓 |
| WH | WYNDHAM HOTELS & RESORTS INC COM | $176.00万 | 0.01% | 20,900 | 1,500 | 7.7% | $12.63万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC COM | $175.80万 | 0.01% | 10,700 | 1,800 | 20.2% | $29.57万 | 加仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS SHS | $175.00万 | 0.00% | 32,844 | -5,310 | -13.9% | -$28.29万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC COM | $174.60万 | 0.00% | 111,100 | -12,600 | -10.2% | -$19.80万 | 减仓 |
| CNO | CNO FINL GROUP INC COM | $174.60万 | 0.00% | 34,255 | 0 | 0.0% | — | 不变 |
| APPF | APPFOLIO INC COM CL A | $174.50万 | 0.00% | 10,880 | 4,200 | 62.9% | $67.36万 | 加仓 |
| REZI | RESIDEO TECHNOLOGIES INC COM | $174.20万 | 0.00% | 56,000 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $173.70万 | 0.00% | 32,297 | -19,000 | -37.0% | -$102.19万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC COM | $172.60万 | 0.00% | 44,600 | 44,600 | — | $172.60万 | 新建仓 |
| NXST | NEXSTAR MEDIA GROUP INC COMMON STOCK | $172.00万 | 0.00% | 9,630 | -400 | -4.0% | -$7.14万 | 减仓 |
| VRNS | VARONIS SYS INC COM | $171.20万 | 0.00% | 40,800 | -3,400 | -7.7% | -$14.27万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED | $170.90万 | 0.00% | 10,000 | 10,000 | — | $170.90万 | 新建仓 |
| STWD | STARWOOD PPTY TR INC COM | $170.70万 | 0.00% | 104,197 | 27,000 | 35.0% | $44.23万 | 加仓 |
| LFUS | LITTELFUSE INC COM | $170.50万 | 0.00% | 3,745 | 1,480 | 65.3% | $67.38万 | 加仓 |
| MC | MOELIS & CO CL A | $170.40万 | 0.00% | 26,051 | 0 | 0.0% | — | 不变 |
| VNT | VONTIER CORPORATION COM | $170.20万 | 0.00% | 58,700 | -3,400 | -5.5% | -$9.86万 | 减仓 |
| SKY | CHAMPION HOMES INC COM | $170.10万 | 0.00% | 19,300 | 0 | 0.0% | — | 不变 |
| CDP | COPT DEFENSE PROPERTIES SHS BEN INT | $169.90万 | 0.00% | 46,681 | 9,700 | 26.2% | $35.30万 | 加仓 |
| LIVN | LIVANOVA PLC SHS | $169.70万 | 0.00% | 20,637 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO COM | $169.40万 | 0.00% | 27,000 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS INC COM | $169.30万 | 0.00% | 43,400 | 7,700 | 21.6% | $30.04万 | 加仓 |
| ESNT | ESSENT GROUP LTD COM | $168.30万 | 0.00% | 26,181 | 100 | 0.4% | $6,428 | 加仓 |
| LYFT | LYFT INC CL A COM | $168.20万 | 0.00% | 115,100 | 13,200 | 13.0% | $19.29万 | 加仓 |
| ALK | ALASKA AIR GROUP INC COM | $168.10万 | 0.00% | 32,200 | -7,000 | -17.9% | -$36.54万 | 减仓 |
| UBSI | UNITED BANKSHARES INC WEST V COM | $167.90万 | 0.00% | 36,646 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC CL A | $167.30万 | 0.00% | 98,563 | 18,300 | 22.8% | $31.06万 | 加仓 |
| SXT | SENSIENT TECHNOLOGIES CORP COM | $166.90万 | 0.00% | 13,537 | 1,000 | 8.0% | $12.33万 | 加仓 |
| LAUR | LAUREATE ED INC COMMON STOCK | $166.10万 | 0.00% | 45,719 | -116,700 | -71.9% | -$423.98万 | 减仓 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE COM | $165.70万 | 0.00% | 32,500 | -5,800 | -15.1% | -$29.57万 | 减仓 |
| YOU | CLEAR SECURE INC COM CL A | $165.50万 | 0.00% | 29,700 | -1,900 | -6.0% | -$10.59万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY COM | $165.20万 | 0.00% | 74,200 | -500 | -0.7% | -$1.11万 | 减仓 |
| TREX | TREX INC COM | $164.30万 | 0.00% | 32,832 | 4,200 | 14.7% | $21.02万 | 加仓 |
| AOS | SMITH A O CORP COM | $163.70万 | 0.00% | 26,100 | -2,400 | -8.4% | -$15.05万 | 减仓 |