Skandinaviska Enskilda Banken AB (publ)
STOCKHOLM V7 · SEC CIK 0001534653
$26.59亿2026Q2 申报市值
166持仓数
75.6%前十大占比 · 第一大 16.0%
30 / 42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
JANUS HENDERSON 加仓+$1,659.64万
FRO 加仓+$256.70万
NUVALENT INC 新建仓+$253.18万
TOPBUILD COR 新建仓+$240.12万
ROKU 新建仓+$179.62万
2026Q2 卖出最多 按季末市值估算
MSFT 减仓-$3.87亿
MU 重新持有-$3.72亿
AMZN 减仓-$3.36亿
NVDA 减仓-$2.84亿
AAPL 减仓-$1.62亿
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 |
|---|---|---|---|---|---|---|---|---|
| SSTK | SHUTTERSTOCK INC | $37.60万 | 0.01% | 26,950 | -26,950 | -50.0% | -$37.60万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $37.64万 | 0.01% | 10,000 | 10,000 | — | $37.64万 | 新建仓 |
| MSCI | MSCI INC | $39.65万 | 0.01% | 708 | -472 | -40.0% | -$26.43万 | 减仓 |
| SPGI | S&P GLOBAL INC | $40.33万 | 0.02% | 1,047 | -3,177 | -75.2% | -$122.38万 | 减仓 |
| — | OLAPLEX HLDGS INC | $41.00万 | 0.02% | 200,000 | -200,000 | -50.0% | -$41.00万 | 减仓 |
| DDOG | DATADOG INC | $41.96万 | 0.02% | 1,612 | -2,798 | -63.4% | -$72.82万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $42.80万 | 0.02% | 2,727 | -3,783 | -58.1% | -$59.38万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $42.91万 | 0.02% | 4,469 | -9,113 | -67.1% | -$87.50万 | 减仓 |
| — | SELECT MED HLDGS CORP | $44.35万 | 0.02% | 26,865 | -26,865 | -50.0% | -$44.35万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $45.97万 | 0.02% | 12,000 | 12,000 | — | $45.97万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $50.46万 | 0.02% | 588 | -127 | -17.8% | -$10.90万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC | $60.13万 | 0.02% | 9,561 | -279,016 | -96.7% | -$1,754.73万 | 重新持有 |
| CZR | CAESARS ENTERTAINMENT INC NE | $60.40万 | 0.02% | 20,000 | 20,000 | — | $60.40万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $61.01万 | 0.02% | 62,994 | -98,392 | -61.0% | -$95.29万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $64.11万 | 0.02% | 5,710 | -3,150 | -35.6% | -$35.37万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $64.46万 | 0.02% | 4,396 | -9,426 | -68.2% | -$138.22万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $65.57万 | 0.02% | 3,000 | -3,000 | -50.0% | -$65.57万 | 减仓 |
| D | DOMINION ENERGY INC | $68.29万 | 0.03% | 10,000 | 10,000 | — | $68.29万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $70.88万 | 0.03% | 7,836 | -8,946 | -53.3% | -$80.93万 | 减仓 |
| LCII | LCI INDS | $79.41万 | 0.03% | 7,500 | 7,500 | — | $79.41万 | 新建仓 |
| HSHP | HIMALAYA SHIPPING LTD | $80.15万 | 0.03% | 59,996 | -72,864 | -54.8% | -$97.35万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $80.36万 | 0.03% | 2,700 | -86,700 | -97.0% | -$2,580.45万 | 减仓 |
| CDW | CDW CORP | $81.14万 | 0.03% | 5,768 | -20,217 | -77.8% | -$284.41万 | 重新持有 |
| XYL | XYLEM INC | $82.14万 | 0.03% | 6,949 | -14,895 | -68.2% | -$176.07万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $85.55万 | 0.03% | 25,000 | -25,000 | -50.0% | -$85.55万 | 减仓 |
| NATL | NCR ATLEOS CORPORATION | $86.82万 | 0.03% | 20,000 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $87.41万 | 0.03% | 2,216 | 2,216 | — | $87.41万 | 新建仓 |
| — | DIGITALBRIDGE GROUP INC | $89.02万 | 0.03% | 56,414 | -56,414 | -50.0% | -$89.02万 | 减仓 |
| GSAT | GLOBALSTAR INC | $90.50万 | 0.03% | 11,133 | 11,133 | — | $90.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $92.77万 | 0.03% | 806 | -322,779 | -99.8% | -$3.72亿 | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $94.05万 | 0.04% | 2,877 | -1,677 | -36.8% | -$54.82万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $94.46万 | 0.04% | 2,772 | -1,618 | -36.9% | -$55.14万 | 减仓 |
| SNDK | SANDISK CORP | $96.12万 | 0.04% | 423 | 423 | — | $96.12万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $98.91万 | 0.04% | 14,000 | 14,000 | — | $98.91万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $108.48万 | 0.04% | 5,083 | -20,455 | -80.1% | -$436.53万 | 减仓 |
| COR | CENCORA INC | $111.35万 | 0.04% | 3,935 | -2,257 | -36.5% | -$63.87万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $111.46万 | 0.04% | 80,190 | -154,998 | -65.9% | -$215.45万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $112.34万 | 0.04% | 4,131 | -60,237 | -93.6% | -$1,638.14万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $117.44万 | 0.04% | 3,510 | 2,624 | 296.2% | $87.80万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $122.56万 | 0.05% | 17,113 | -17,113 | -50.0% | -$122.56万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $125.98万 | 0.05% | 2,170 | -184,354 | -98.8% | -$1.07亿 | 减仓 |
| AAUC | ALLIED GOLD CORP | $130.79万 | 0.05% | 55,000 | -76,858 | -58.3% | -$182.77万 | 减仓 |
| OGN | ORGANON & CO | $131.16万 | 0.05% | 96,872 | 96,872 | — | $131.16万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $134.19万 | 0.05% | 50,400 | -50,400 | -50.0% | -$134.19万 | 减仓 |
| — | APOGEE THERAPEUTICS INC | $139.37万 | 0.05% | 10,500 | 10,500 | — | $139.37万 | 新建仓 |
| ANET | ARISTA NETWORKS INC | $140.21万 | 0.05% | 8,250 | -328,819 | -97.6% | -$5,588.28万 | 重新持有 |
| ECO | OKEANIS ECO TANKERS COR | $148.70万 | 0.06% | 29,669 | 29,669 | — | $148.70万 | 新建仓 |
| — | QORVO INC | $165.25万 | 0.06% | 17,727 | -17,727 | -50.0% | -$165.25万 | 减仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $167.13万 | 0.06% | 115,659 | -115,659 | -50.0% | -$167.13万 | 减仓 |
| AMAT | APPLIED MATLS INC | $167.64万 | 0.06% | 2,316 | -3,452 | -59.8% | -$249.87万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $174.07万 | 0.07% | 27,500 | -27,500 | -50.0% | -$174.07万 | 减仓 |
| — | ELECTRONIC ARTS INC | $174.22万 | 0.07% | 8,500 | -8,500 | -50.0% | -$174.22万 | 减仓 |
| ROKU | ROKU INC | $179.62万 | 0.07% | 13,000 | 13,000 | — | $179.62万 | 新建仓 |
| — | LIBERTY BROADBAND CORP | $188.16万 | 0.07% | 56,572 | -56,572 | -50.0% | -$188.16万 | 减仓 |
| AES | AES CORP | $190.25万 | 0.07% | 130,000 | -130,000 | -50.0% | -$190.25万 | 减仓 |
| KLAC | KLA CORP | $191.45万 | 0.07% | 6,350 | -8,530 | -57.3% | -$257.17万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $199.34万 | 0.07% | 29,458 | -29,458 | -50.0% | -$199.34万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $204.71万 | 0.08% | 4,724 | -8,488 | -64.2% | -$367.81万 | 减仓 |
| TECK | TECK RESOURCES LTD | $205.17万 | 0.08% | 34,506 | -14,506 | -29.6% | -$86.25万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $207.64万 | 0.08% | 4,356 | -2,350 | -35.0% | -$112.02万 | 减仓 |
| INTU | INTUIT | $210.55万 | 0.08% | 8,068 | -182,298 | -95.8% | -$4,757.52万 | 重新持有 |
| UNF | UNIFIRST CORP MASS | $215.61万 | 0.08% | 8,153 | -447 | -5.2% | -$11.82万 | 减仓 |
| — | TOPBUILD COR | $240.12万 | 0.09% | 6,773 | 6,773 | — | $240.12万 | 新建仓 |
| — | NUVALENT INC | $253.18万 | 0.10% | 20,500 | 20,500 | — | $253.18万 | 新建仓 |
| NOW | SERVICENOW INC | $286.95万 | 0.11% | 28,903 | -32,099 | -52.6% | -$318.68万 | 减仓 |
| CRTO | CRITEO S A | $295.96万 | 0.11% | 161,906 | -135,206 | -45.5% | -$247.16万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $326.78万 | 0.12% | 85,898 | -68,548 | -44.4% | -$260.78万 | 减仓 |
| KVUE | KENVUE INC | $334.43万 | 0.13% | 175,000 | -75,000 | -30.0% | -$143.32万 | 减仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $345.32万 | 0.13% | 50,940 | -12,252 | -19.4% | -$83.06万 | 减仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $348.11万 | 0.13% | 26,486 | 0 | 0.0% | — | 不变 |
| TXNM | TXNM ENERGY INC | $380.16万 | 0.14% | 66,954 | -66,954 | -50.0% | -$380.16万 | 减仓 |
| HPQ | HP INC | $388.35万 | 0.15% | 177,005 | -457,791 | -72.1% | -$1,004.39万 | 减仓 |
| PEN | PENUMBRA INC | $394.69万 | 0.15% | 12,500 | -3,500 | -21.9% | -$110.51万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $456.31万 | 0.17% | 25,605 | -12,245 | -32.4% | -$218.22万 | 减仓 |
| TMUS | T-MOBILE US INC | $467.09万 | 0.18% | 27,848 | -15,160 | -35.2% | -$254.28万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $478.18万 | 0.18% | 15,200 | -15,200 | -50.0% | -$478.18万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $507.89万 | 0.19% | 858,642 | -922,356 | -51.8% | -$545.57万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $523.34万 | 0.20% | 67,293 | -240,225 | -78.1% | -$1,868.23万 | 减仓 |
| — | CHART INDS INC | $616.37万 | 0.23% | 29,500 | -19,500 | -39.8% | -$407.43万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $743.52万 | 0.28% | 14,484 | 472 | 3.4% | $24.23万 | 加仓 |
| PGR | PROGRESSIVE CORP | $824.54万 | 0.31% | 37,745 | -37,745 | -50.0% | -$824.54万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $826.40万 | 0.31% | 193,626 | -193,626 | -50.0% | -$826.40万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $836.79万 | 0.31% | 37,365 | -37,365 | -50.0% | -$836.79万 | 减仓 |
| CNC | CENTENE CORP DEL | $953.99万 | 0.36% | 148,619 | -148,619 | -50.0% | -$953.99万 | 减仓 |
| FRO | FRONTLINE PLC | $1,021.72万 | 0.38% | 293,682 | 73,785 | 33.6% | $256.70万 | 加仓 |
| V | VISA INC | $1,044.05万 | 0.39% | 30,470 | -32,010 | -51.2% | -$1,096.82万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1,142.39万 | 0.43% | 23,000 | -23,000 | -50.0% | -$1,142.39万 | 减仓 |
| — | JANUS HENDERSON GROUP PLC | $1,763.54万 | 0.66% | 339,468 | 319,468 | 1,597.3% | $1,659.64万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,230.50万 | 0.84% | 50,000 | -50,000 | -50.0% | -$2,230.50万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $2,807.62万 | 1.06% | 56,000 | -56,000 | -50.0% | -$2,807.62万 | 减仓 |
| GD | GENERAL DYNAMICS CORP | $3,223.58万 | 1.21% | 91,000 | -91,000 | -50.0% | -$3,223.58万 | 减仓 |
| SYK | STRYKER CORPORATION | $4,010.81万 | 1.51% | 127,392 | -127,392 | -50.0% | -$4,010.81万 | 减仓 |
| AZN | ASTRAZENECA PLC | $4,286.21万 | 1.61% | 226,042 | 3,964 | 1.8% | $75.17万 | 加仓 |
| BAC | BANK OF AMER CORP | $4,341.11万 | 1.63% | 762,000 | -762,000 | -50.0% | -$4,341.11万 | 减仓 |
| GOOG | ALPHABET INC | $4,452.21万 | 1.67% | 126,000 | -127,162 | -50.2% | -$4,493.27万 | 减仓 |
| TSLA | TESLA INC | $5,275.63万 | 1.98% | 125,496 | -267,374 | -68.1% | -$1.12亿 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $5,414.70万 | 2.04% | 192,550 | -192,550 | -50.0% | -$5,414.70万 | 减仓 |
| HD | HOME DEPOT INC | $5,547.66万 | 2.09% | 157,300 | -79,289 | -33.5% | -$2,796.36万 | 重新持有 |
| WDC | WESTERN DIGITAL CORP | $6,019.52万 | 2.26% | 94,217 | -31,083 | -24.8% | -$1,985.89万 | 重新持有 |
| MCD | MCDONALDS CORP | $6,489.48万 | 2.44% | 240,000 | -240,000 | -50.0% | -$6,489.48万 | 减仓 |