Skandinaviska Enskilda Banken AB (publ)
STOCKHOLM V7 · SEC CIK 0001534653
$43.42亿2026Q1 申报市值
163持仓数
77.1%前十大占比 · 第一大 17.6%
20 / 559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
AZN 新建仓+$4,379.82万
MCD 加仓+$3,142.05万
GD 加仓+$3,123.30万
CARR 加仓+$780.45万
CHART INDS INC 加仓+$589.24万
2026Q1 卖出最多 按季末市值估算
NVDA 减仓-$13.14亿
AAPL 减仓-$9.84亿
MSFT 减仓-$6.43亿
GOOGL 减仓-$4.95亿
AVGO 减仓-$4.55亿
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 |
|---|---|---|---|---|---|---|---|---|
| LNN | LINDSAY CORP | $30.70万 | 0.01% | 2,578 | 1,215 | 89.1% | $14.47万 | 重新持有 |
| BNY | BANK NEW YORK MELLON CORP | $31.22万 | 0.01% | 2,632 | -369,791 | -99.3% | -$4,386.77万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.28万 | 0.01% | 1,156 | -350,005 | -99.7% | -$9,469.33万 | 减仓 |
| FELE | FRANKLIN ELEC INC | $31.82万 | 0.01% | 3,454 | -1,748 | -33.6% | -$16.10万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $31.95万 | 0.01% | 3,430 | 927 | 37.0% | $8.63万 | 重新持有 |
| WTS | WATTS WATER TECHNOLOGIES INC | $32.69万 | 0.01% | 1,126 | -20,492 | -94.8% | -$594.86万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.38万 | 0.01% | 1,474 | -36,824 | -96.2% | -$858.95万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.71万 | 0.01% | 1,420 | -1,092,965 | -99.9% | -$2.67亿 | 减仓 |
| VLTO | VERALTO CORP | $34.98万 | 0.01% | 3,956 | -468,093 | -99.2% | -$4,138.86万 | 减仓 |
| STN | STANTEC INC | $35.94万 | 0.01% | 4,166 | -44,345 | -91.4% | -$382.56万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $36.76万 | 0.01% | 39,590 | -1,690,651 | -97.7% | -$1,569.70万 | 减仓 |
| CLH | CLEAN HARBORS INC | $38.65万 | 0.01% | 1,348 | 165 | 13.9% | $4.73万 | 重新持有 |
| — | LINKBANCORP INC | $40.91万 | 0.01% | 49,054 | 49,054 | — | $40.91万 | 新建仓 |
| HWKN | HAWKINS INC | $41.29万 | 0.01% | 2,686 | -9,983 | -78.8% | -$153.47万 | 减仓 |
| ETN | EATON CORP PLC | $42.92万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $43.33万 | 0.01% | 9,664 | -9,404 | -49.3% | -$42.17万 | 减仓 |
| FSLR | FIRST SOLAR INC | $43.41万 | 0.01% | 2,200 | -54,733 | -96.1% | -$1,080.10万 | 减仓 |
| ECL | ECOLAB INC | $45.17万 | 0.01% | 1,698 | -51,964 | -96.8% | -$1,382.34万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $45.84万 | 0.01% | 16,674 | -38,502 | -69.8% | -$105.84万 | 减仓 |
| BMI | BADGER METER INC | $50.79万 | 0.01% | 3,334 | -18,046 | -84.4% | -$274.93万 | 减仓 |
| DDOG | DATADOG INC | $52.07万 | 0.01% | 4,410 | -72,823 | -94.3% | -$859.78万 | 减仓 |
| — | ONESTREAM INC | $52.80万 | 0.01% | 22,000 | 22,000 | — | $52.80万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $53.06万 | 0.01% | 8,566 | -120,994 | -93.4% | -$749.40万 | 减仓 |
| CNM | CORE & MAIN INC | $53.34万 | 0.01% | 10,798 | 4,991 | 85.9% | $24.66万 | 加仓 |
| RUN | SUNRUN INC | $59.98万 | 0.01% | 44,200 | 22,100 | 100.0% | $29.99万 | 加仓 |
| — | ON24 INC | $60.39万 | 0.01% | 74,558 | 74,558 | — | $60.39万 | 新建仓 |
| MELI | MERCADOLIBRE INC | $60.80万 | 0.01% | 352 | -76,806 | -99.5% | -$1.33亿 | 减仓 |
| MSCI | MSCI INC | $63.60万 | 0.01% | 1,180 | -51,079 | -97.7% | -$2,753.18万 | 减仓 |
| CAT | CATERPILLAR INC | $65.46万 | 0.02% | 924 | -116,039 | -99.2% | -$8,220.76万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $67.02万 | 0.02% | 2,400 | 1,200 | 100.0% | $33.51万 | 加仓 |
| — | FLUSHING FINL CORP | $69.34万 | 0.02% | 45,146 | 45,146 | — | $69.34万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $70.38万 | 0.02% | 4,390 | -339,639 | -98.7% | -$5,444.98万 | 减仓 |
| — | OLAPLEX HLDGS INC | $81.20万 | 0.02% | 400,000 | 400,000 | — | $81.20万 | 新建仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $86.78万 | 0.02% | 80,200 | 80,200 | — | $86.78万 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $87.16万 | 0.02% | 20,000 | 20,000 | — | $87.16万 | 新建仓 |
| — | SELECT MED HLDGS CORP | $87.53万 | 0.02% | 53,730 | 53,730 | — | $87.53万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $89.27万 | 0.02% | 6,510 | -2,982 | -31.4% | -$40.89万 | 减仓 |
| SSTK | SHUTTERSTOCK INC | $89.53万 | 0.02% | 53,900 | 26,950 | 100.0% | $44.76万 | 加仓 |
| — | TRI POINTE HOMES INC | $93.46万 | 0.02% | 20,000 | 20,000 | — | $93.46万 | 新建仓 |
| — | JANUS HENDERSON GROUP PLC | $102.74万 | 0.02% | 20,000 | 20,000 | — | $102.74万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $110.79万 | 0.03% | 161,386 | 65,493 | 68.3% | $44.96万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $116.24万 | 0.03% | 8,860 | -180,651 | -95.3% | -$2,370.12万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $124.89万 | 0.03% | 6,000 | -1,504 | -20.0% | -$31.31万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $133.97万 | 0.03% | 4,554 | -708,829 | -99.4% | -$2.09亿 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $134.39万 | 0.03% | 16,782 | -1,049,424 | -98.4% | -$8,403.68万 | 减仓 |
| AXTA | AXALTA COATING SYS LTD | $138.50万 | 0.03% | 50,000 | 35,000 | 233.3% | $96.95万 | 加仓 |
| TTEK | TETRA TECH INC NEW | $143.45万 | 0.03% | 47,644 | -258,469 | -84.4% | -$778.24万 | 减仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $143.97万 | 0.03% | 10,816 | -71,039 | -86.8% | -$945.59万 | 减仓 |
| — | SUNOPTA INC | $150.08万 | 0.03% | 231,610 | -598,625 | -72.1% | -$387.91万 | 减仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $165.35万 | 0.04% | 69,916 | 39,916 | 133.1% | $94.40万 | 加仓 |
| — | SEALED AIR CORP NEW | $168.20万 | 0.04% | 40,000 | 40,000 | — | $168.20万 | 新建仓 |
| APP | APPLOVIN CORP | $170.13万 | 0.04% | 4,274 | -55,488 | -92.8% | -$2,208.81万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $170.38万 | 0.04% | 13,582 | 8,365 | 160.3% | $104.94万 | 加仓 |
| — | DIGITALBRIDGE GROUP INC | $173.98万 | 0.04% | 112,828 | 82,828 | 276.1% | $127.72万 | 加仓 |
| HSHP | HIMALAYA SHIPPING LTD | $176.70万 | 0.04% | 132,860 | 90,103 | 210.7% | $119.84万 | 加仓 |
| SPGI | S&P GLOBAL INC | $179.66万 | 0.04% | 4,224 | -160,597 | -97.4% | -$6,830.79万 | 减仓 |
| COR | CENCORA INC | $194.51万 | 0.04% | 6,192 | -360,913 | -98.3% | -$1.13亿 | 减仓 |
| AMAT | APPLIED MATLS INC | $197.18万 | 0.05% | 5,768 | -300,167 | -98.1% | -$1.03亿 | 减仓 |
| PG | PROCTER & GAMBLE CO | $199.64万 | 0.05% | 13,822 | -606,637 | -97.8% | -$8,762.19万 | 减仓 |
| — | CSG SYS INTL INC | $213.70万 | 0.05% | 26,732 | -13,634 | -33.8% | -$108.99万 | 减仓 |
| UNF | UNIFIRST CORP MASS | $216.37万 | 0.05% | 8,600 | 8,600 | — | $216.37万 | 新建仓 |
| KLAC | KLA CORP | $219.08万 | 0.05% | 1,488 | -94,219 | -98.4% | -$1.39亿 | 减仓 |
| BE | BLOOM ENERGY CORP | $219.49万 | 0.05% | 16,200 | -42,188 | -72.3% | -$571.61万 | 减仓 |
| CRUS | CIRRUS LOGIC INC | $223.78万 | 0.05% | 15,474 | 226 | 1.5% | $3.27万 | 加仓 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $225.69万 | 0.05% | 34,226 | 24,226 | 242.3% | $159.75万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $226.77万 | 0.05% | 6,706 | -66,340 | -90.8% | -$2,243.31万 | 减仓 |
| — | MASIMO CORP | $230.84万 | 0.05% | 12,978 | 12,978 | — | $230.84万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $253.64万 | 0.06% | 49,012 | 24,506 | 100.0% | $126.82万 | 加仓 |
| XYL | XYLEM INC | $261.04万 | 0.06% | 21,844 | -353,104 | -94.2% | -$4,219.59万 | 减仓 |
| — | QORVO INC | $274.20万 | 0.06% | 35,454 | 25,454 | 254.5% | $196.86万 | 加仓 |
| — | ARCELLX INC | $275.52万 | 0.06% | 24,000 | 24,000 | — | $275.52万 | 新建仓 |
| — | WARNER BROS DISCOVERY INC | $276.67万 | 0.06% | 100,800 | -397,454 | -79.8% | -$1,090.89万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $282.29万 | 0.07% | 13,212 | -1,239,465 | -98.9% | -$2.65亿 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $295.87万 | 0.07% | 235,188 | 117,594 | 100.0% | $147.93万 | 加仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $321.60万 | 0.07% | 150,000 | 150,000 | — | $321.60万 | 新建仓 |
| BHF | BRIGHTHOUSE FINL INC | $329.34万 | 0.08% | 55,000 | 45,000 | 450.0% | $269.46万 | 加仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $338.39万 | 0.08% | 63,192 | 37,812 | 149.0% | $202.48万 | 加仓 |
| — | ELECTRONIC ARTS INC | $346.51万 | 0.08% | 17,000 | -33,252 | -66.2% | -$677.78万 | 减仓 |
| — | DIAMOND HILL INVT GROUP INC | $347.54万 | 0.08% | 20,194 | 14,930 | 283.6% | $256.95万 | 加仓 |
| SUNC | SUNOCOCORP LLC | $363.22万 | 0.08% | 58,916 | 29,458 | 100.0% | $181.61万 | 加仓 |
| IMXI | INTERNATIONAL MONEY EXPRESS | $365.48万 | 0.08% | 231,318 | 142,159 | 159.4% | $224.61万 | 加仓 |
| AES | AES CORP | $366.21万 | 0.08% | 260,000 | 260,000 | — | $366.21万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $366.24万 | 0.08% | 25,538 | -30,353 | -54.3% | -$435.29万 | 减仓 |
| — | SEMRUSH HLDGS INC | $370.14万 | 0.09% | 310,000 | 310,000 | — | $370.14万 | 新建仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $378.35万 | 0.09% | 26,486 | -400 | -1.5% | -$5.71万 | 减仓 |
| — | CANTALOUPE INC | $390.03万 | 0.09% | 360,808 | 180,404 | 100.0% | $195.02万 | 加仓 |
| — | PROASSURANCE CORP | $407.58万 | 0.09% | 164,878 | 82,439 | 100.0% | $203.79万 | 加仓 |
| AAUC | ALLIED GOLD CORP | $409.29万 | 0.09% | 131,858 | 131,858 | — | $409.29万 | 新建仓 |
| KVUE | KENVUE INC | $431.00万 | 0.10% | 250,000 | -166,726 | -40.0% | -$287.44万 | 减仓 |
| — | COTERRA ENERGY INC | $456.82万 | 0.11% | 130,000 | 130,000 | — | $456.82万 | 新建仓 |
| MTCH | MATCH GROUP INC NEW | $474.30万 | 0.11% | 154,446 | 77,223 | 100.0% | $237.15万 | 加仓 |
| SRE | SEMPRA | $480.99万 | 0.11% | 49,500 | 24,750 | 100.0% | $240.50万 | 加仓 |
| — | AMERICAN WOODMARK CORP | $510.60万 | 0.12% | 128,196 | 64,098 | 100.0% | $255.30万 | 加仓 |
| PEN | PENUMBRA INC | $525.39万 | 0.12% | 16,000 | 3,842 | 31.6% | $126.16万 | 重新持有 |
| CRTO | CRITEO S A | $532.72万 | 0.12% | 297,112 | 162,414 | 120.6% | $291.21万 | 加仓 |
| — | LIBERTY BROADBAND CORP | $569.11万 | 0.13% | 113,144 | 56,572 | 100.0% | $284.56万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $637.44万 | 0.15% | 1,514 | -29,079 | -95.1% | -$1.22亿 | 减仓 |
| NOW | SERVICENOW INC | $637.78万 | 0.15% | 61,002 | -689,328 | -91.9% | -$7,206.92万 | 减仓 |
| ORCL | ORACLE CORP | $641.13万 | 0.15% | 43,582 | -306,571 | -87.6% | -$4,509.97万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $700.99万 | 0.16% | 14,012 | -600,467 | -97.7% | -$3.00亿 | 减仓 |