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 |
|---|---|---|---|---|---|---|---|---|
| WMS | ADVANCED DRAIN SYS INC DEL | $89.27万 | 0.02% | 6,510 | -2,982 | -31.4% | -$40.89万 | 减仓 |
| — | SELECT MED HLDGS CORP | $87.53万 | 0.02% | 53,730 | 53,730 | — | $87.53万 | 新建仓 |
| NATL | NCR ATLEOS CORPORATION | $87.16万 | 0.02% | 20,000 | 20,000 | — | $87.16万 | 新建仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $86.78万 | 0.02% | 80,200 | 80,200 | — | $86.78万 | 新建仓 |
| — | OLAPLEX HLDGS INC | $81.20万 | 0.02% | 400,000 | 400,000 | — | $81.20万 | 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 |
| — | FLUSHING FINL CORP | $69.34万 | 0.02% | 45,146 | 45,146 | — | $69.34万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $67.02万 | 0.02% | 2,400 | 1,200 | 100.0% | $33.51万 | 加仓 |
| CAT | CATERPILLAR INC | $65.46万 | 0.02% | 924 | -116,039 | -99.2% | -$8,220.76万 | 减仓 |
| MSCI | MSCI INC | $63.60万 | 0.01% | 1,180 | -51,079 | -97.7% | -$2,753.18万 | 减仓 |
| MELI | MERCADOLIBRE INC | $60.80万 | 0.01% | 352 | -76,806 | -99.5% | -$1.33亿 | 减仓 |
| — | ON24 INC | $60.39万 | 0.01% | 74,558 | 74,558 | — | $60.39万 | 新建仓 |
| RUN | SUNRUN INC | $59.98万 | 0.01% | 44,200 | 22,100 | 100.0% | $29.99万 | 加仓 |
| CNM | CORE & MAIN INC | $53.34万 | 0.01% | 10,798 | 4,991 | 85.9% | $24.66万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $53.06万 | 0.01% | 8,566 | -120,994 | -93.4% | -$749.40万 | 减仓 |
| — | ONESTREAM INC | $52.80万 | 0.01% | 22,000 | 22,000 | — | $52.80万 | 新建仓 |
| DDOG | DATADOG INC | $52.07万 | 0.01% | 4,410 | -72,823 | -94.3% | -$859.78万 | 减仓 |
| BMI | BADGER METER INC | $50.79万 | 0.01% | 3,334 | -18,046 | -84.4% | -$274.93万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $45.84万 | 0.01% | 16,674 | -38,502 | -69.8% | -$105.84万 | 减仓 |
| ECL | ECOLAB INC | $45.17万 | 0.01% | 1,698 | -51,964 | -96.8% | -$1,382.34万 | 减仓 |
| FSLR | FIRST SOLAR INC | $43.41万 | 0.01% | 2,200 | -54,733 | -96.1% | -$1,080.10万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $43.33万 | 0.01% | 9,664 | -9,404 | -49.3% | -$42.17万 | 减仓 |
| ETN | EATON CORP PLC | $42.92万 | 0.01% | 1,200 | 0 | 0.0% | — | 不变 |
| HWKN | HAWKINS INC | $41.29万 | 0.01% | 2,686 | -9,983 | -78.8% | -$153.47万 | 减仓 |
| — | LINKBANCORP INC | $40.91万 | 0.01% | 49,054 | 49,054 | — | $40.91万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $38.65万 | 0.01% | 1,348 | 165 | 13.9% | $4.73万 | 重新持有 |
| TME | TENCENT MUSIC ENTMT GROUP | $36.76万 | 0.01% | 39,590 | -1,690,651 | -97.7% | -$1,569.70万 | 减仓 |
| STN | STANTEC INC | $35.94万 | 0.01% | 4,166 | -44,345 | -91.4% | -$382.56万 | 减仓 |
| VLTO | VERALTO CORP | $34.98万 | 0.01% | 3,956 | -468,093 | -99.2% | -$4,138.86万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $34.71万 | 0.01% | 1,420 | -1,092,965 | -99.9% | -$2.67亿 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $34.38万 | 0.01% | 1,474 | -36,824 | -96.2% | -$858.95万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $32.69万 | 0.01% | 1,126 | -20,492 | -94.8% | -$594.86万 | 减仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $31.95万 | 0.01% | 3,430 | 927 | 37.0% | $8.63万 | 重新持有 |
| FELE | FRANKLIN ELEC INC | $31.82万 | 0.01% | 3,454 | -1,748 | -33.6% | -$16.10万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $31.28万 | 0.01% | 1,156 | -350,005 | -99.7% | -$9,469.33万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $31.22万 | 0.01% | 2,632 | -369,791 | -99.3% | -$4,386.77万 | 减仓 |
| LNN | LINDSAY CORP | $30.70万 | 0.01% | 2,578 | 1,215 | 89.1% | $14.47万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $30.61万 | 0.01% | 1,555 | -265 | -14.6% | -$5.22万 | 减仓 |
| CSCO | CISCO SYS INC | $30.41万 | 0.01% | 3,920 | -1,243,784 | -99.7% | -$9,647.58万 | 减仓 |
| — | LENSAR INC | $30.22万 | 0.01% | 50,710 | 59 | 0.1% | $352 | 加仓 |
| RBRK | RUBRIK INC. | $29.38万 | 0.01% | 6,000 | 3,000 | 100.0% | $14.69万 | 加仓 |
| ERII | ENERGY RECOVERY INC | $29.16万 | 0.01% | 29,488 | -5,897 | -16.7% | -$5.83万 | 减仓 |
| PNR | PENTAIR PLC | $27.60万 | 0.01% | 3,168 | -11,765 | -78.8% | -$102.48万 | 减仓 |
| GGG | GRACO INC | $26.60万 | 0.01% | 3,142 | -286,408 | -98.9% | -$2,424.40万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $26.05万 | 0.01% | 1,870 | -2,115,680 | -99.9% | -$2.95亿 | 减仓 |
| VRSN | VERISIGN INC | $26.03万 | 0.01% | 1,048 | -83,391 | -98.8% | -$2,071.44万 | 减仓 |
| ITRI | ITRON INC | $25.63万 | 0.01% | 2,858 | -5,300 | -65.0% | -$47.54万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $25.47万 | 0.01% | 960 | 444 | 86.0% | $11.78万 | 重新持有 |
| BMY | BRISTOL-MYERS SQUIBB CO | $25.12万 | 0.01% | 4,142 | -3,991,313 | -99.9% | -$2.42亿 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $23.56万 | 0.01% | 2,552 | -173,461 | -98.6% | -$1,601.20万 | 减仓 |
| QCOM | QUALCOMM INC | $22.96万 | 0.01% | 1,784 | -811,390 | -99.8% | -$1.04亿 | 减仓 |
| VMI | VALMONT INDS INC | $22.78万 | 0.01% | 570 | 264 | 86.3% | $10.55万 | 重新持有 |
| VRT | VERTIV HOLDINGS CO | $22.20万 | 0.01% | 886 | -130,703 | -99.3% | -$3,274.63万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $22.19万 | 0.01% | 10,490 | -198,614 | -95.0% | -$420.06万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $21.93万 | 0.01% | 1,622 | -511,095 | -99.7% | -$6,911.38万 | 减仓 |
| DOV | DOVER CORP | $20.47万 | 0.00% | 982 | -24,936 | -96.2% | -$519.79万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $20.43万 | 0.00% | 672 | -180,442 | -99.6% | -$5,486.83万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $15.67万 | 0.00% | 30,140 | 14,733 | 95.6% | $7.66万 | 加仓 |
| TDUP | THREDUP INC | $13.90万 | 0.00% | 42,384 | 20,719 | 95.6% | $6.80万 | 加仓 |
| TASK | TASKUS INC | $13.42万 | 0.00% | 20,000 | 10,000 | 100.0% | $6.71万 | 加仓 |
| MOMO | HELLO GROUP INC | $11.54万 | 0.00% | 20,000 | 10,000 | 100.0% | $5.77万 | 加仓 |
| — | TTEC HLDGS INC | $4.06万 | 0.00% | 16,252 | 8,126 | 100.0% | $2.03万 | 重新持有 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -347,671 | -100.0% | -$3.74亿 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -2,390,365 | -100.0% | -$2.79亿 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -652,266 | -100.0% | -$2.28亿 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -863,407 | -100.0% | -$1.97亿 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -1,828,045 | -100.0% | -$1.92亿 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -2,231,091 | -100.0% | -$1.81亿 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -1,912,794 | -100.0% | -$1.80亿 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -3,428,488 | -100.0% | -$1.69亿 | 清仓 |
| CRM | SALESFORCE INC | $0 | 0.00% | 0 | -593,361 | -100.0% | -$1.57亿 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -322,483 | -100.0% | -$1.24亿 | 清仓 |
| MCK | MCKESSON CORP | $0 | 0.00% | 0 | -144,682 | -100.0% | -$1.19亿 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -946,284 | -100.0% | -$1.05亿 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -900,262 | -100.0% | -$9,641.81万 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -420,086 | -100.0% | -$9,448.57万 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -164,949 | -100.0% | -$9,343.21万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -489,900 | -100.0% | -$8,712.38万 | 清仓 |
| RGA | REINSURANCE GRP OF AMERICA I | $0 | 0.00% | 0 | -407,888 | -100.0% | -$8,298.89万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -850,273 | -100.0% | -$7,969.61万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -121,058 | -100.0% | -$7,911.99万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -364,477 | -100.0% | -$7,586.59万 | 清仓 |
| INCY | INCYTE CORP | $0 | 0.00% | 0 | -754,116 | -100.0% | -$7,449.91万 | 清仓 |
| WFC | WELLS FARGO CO NEW | $0 | 0.00% | 0 | -782,184 | -100.0% | -$7,289.95万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -265,892 | -100.0% | -$7,210.99万 | 清仓 |
| EQIX | EQUINIX INC | $0 | 0.00% | 0 | -93,754 | -100.0% | -$7,183.06万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -153,130 | -100.0% | -$6,816.89万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -833,771 | -100.0% | -$6,616.81万 | 清仓 |
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -627,895 | -100.0% | -$6,465.43万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -566,532 | -100.0% | -$6,336.09万 | 清仓 |
| BWA | BORGWARNER INC | $0 | 0.00% | 0 | -1,386,625 | -100.0% | -$6,248.13万 | 清仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $0 | 0.00% | 0 | -2,001,902 | -100.0% | -$6,247.94万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -538,666 | -100.0% | -$6,128.40万 | 清仓 |
| TRV | TRAVELERS COMPANIES INC | $0 | 0.00% | 0 | -208,774 | -100.0% | -$6,055.70万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -129,274 | -100.0% | -$6,035.29万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -248,338 | -100.0% | -$6,018.72万 | 清仓 |