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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $42.91万 | 0.02% | 4,469 | -9,113 | -67.1% | -$87.50万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $42.80万 | 0.02% | 2,727 | -3,783 | -58.1% | -$59.38万 | 减仓 |
| DDOG | DATADOG INC | $41.96万 | 0.02% | 1,612 | -2,798 | -63.4% | -$72.82万 | 减仓 |
| — | OLAPLEX HLDGS INC | $41.00万 | 0.02% | 200,000 | -200,000 | -50.0% | -$41.00万 | 减仓 |
| SPGI | S&P GLOBAL INC | $40.33万 | 0.02% | 1,047 | -3,177 | -75.2% | -$122.38万 | 减仓 |
| MSCI | MSCI INC | $39.65万 | 0.01% | 708 | -472 | -40.0% | -$26.43万 | 减仓 |
| RAMP | LIVERAMP HLDGS INC | $37.64万 | 0.01% | 10,000 | 10,000 | — | $37.64万 | 新建仓 |
| SSTK | SHUTTERSTOCK INC | $37.60万 | 0.01% | 26,950 | -26,950 | -50.0% | -$37.60万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $36.79万 | 0.01% | 1,309 | -246 | -15.8% | -$6.91万 | 减仓 |
| — | ORLA MNG LTD NEW | $36.20万 | 0.01% | 26,100 | 26,100 | — | $36.20万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $34.15万 | 0.01% | 3,612 | -4,954 | -57.8% | -$46.84万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $29.80万 | 0.01% | 1,200 | -1,200 | -50.0% | -$29.80万 | 减仓 |
| RUN | SUNRUN INC | $29.54万 | 0.01% | 22,100 | -22,100 | -50.0% | -$29.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $29.37万 | 0.01% | 707 | -449 | -38.8% | -$18.65万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $29.37万 | 0.01% | 4,094 | 4,094 | — | $29.37万 | 新建仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $27.70万 | 0.01% | 1,463 | -1,967 | -57.3% | -$37.24万 | 减仓 |
| FSLR | FIRST SOLAR INC | $25.93万 | 0.01% | 1,100 | -1,100 | -50.0% | -$25.93万 | 减仓 |
| RBRK | RUBRIK INC. | $24.08万 | 0.01% | 3,000 | -3,000 | -50.0% | -$24.08万 | 减仓 |
| CNM | CORE & MAIN INC | $24.08万 | 0.01% | 4,991 | -5,807 | -53.8% | -$28.02万 | 减仓 |
| BMI | BADGER METER INC | $23.18万 | 0.01% | 1,562 | -1,772 | -53.1% | -$26.29万 | 减仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $23.05万 | 0.01% | 4,561 | -5,103 | -52.8% | -$25.79万 | 减仓 |
| PNR | PENTAIR PLC | $22.84万 | 0.01% | 2,980 | -188 | -5.9% | -$1.44万 | 减仓 |
| MELI | MERCADOLIBRE INC | $22.57万 | 0.01% | 133 | -219 | -62.2% | -$37.16万 | 减仓 |
| ECL | ECOLAB INC | $21.79万 | 0.01% | 782 | -916 | -53.9% | -$25.52万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $21.15万 | 0.01% | 25,343 | -14,247 | -36.0% | -$11.89万 | 减仓 |
| NKE | NIKE INC | $20.52万 | 0.01% | 5,000 | -232,480 | -97.9% | -$954.33万 | 重新持有 |
| MWA | MUELLER WTR PRODS INC | $20.27万 | 0.01% | 7,849 | -8,825 | -52.9% | -$22.80万 | 减仓 |
| CLH | CLEAN HARBORS INC | $18.73万 | 0.01% | 627 | -721 | -53.5% | -$21.54万 | 减仓 |
| HWKN | HAWKINS INC | $18.03万 | 0.01% | 1,266 | -1,420 | -52.9% | -$20.23万 | 减仓 |
| ADSK | AUTODESK INC | $17.52万 | 0.01% | 901 | -479,046 | -99.8% | -$9,313.11万 | 重新持有 |
| FELE | FRANKLIN ELEC INC | $17.31万 | 0.01% | 1,614 | -1,840 | -53.3% | -$19.73万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $16.83万 | 0.01% | 430 | -696 | -61.8% | -$27.25万 | 减仓 |
| VLTO | VERALTO CORP | $16.24万 | 0.01% | 1,831 | -2,125 | -53.7% | -$18.84万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $16.19万 | 0.01% | 682 | -792 | -53.7% | -$18.80万 | 减仓 |
| VMI | VALMONT INDS INC | $15.54万 | 0.01% | 269 | -301 | -52.8% | -$17.39万 | 减仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $15.25万 | 0.01% | 451 | -509 | -53.0% | -$17.21万 | 减仓 |
| LNN | LINDSAY CORP | $14.88万 | 0.01% | 1,202 | -1,376 | -53.4% | -$17.03万 | 减仓 |
| CRH | CRH PLC | $14.77万 | 0.01% | 1,380 | 1,380 | — | $14.77万 | 新建仓 |
| TDUP | THREDUP INC | $13.96万 | 0.01% | 20,373 | -22,011 | -51.9% | -$15.08万 | 减仓 |
| STN | STANTEC INC | $13.31万 | 0.01% | 1,933 | -2,233 | -53.6% | -$15.38万 | 减仓 |
| — | ESPERION THERAPEUTICS INC NE | $12.64万 | 0.00% | 40,000 | 40,000 | — | $12.64万 | 新建仓 |
| — | CLEAR CHANNEL OUTDOOR HLDGS | $12.46万 | 0.00% | 51,600 | 51,600 | — | $12.46万 | 新建仓 |
| — | AVANOS MED INC | $12.44万 | 0.00% | 5,000 | 5,000 | — | $12.44万 | 新建仓 |
| ERII | ENERGY RECOVERY INC | $12.43万 | 0.00% | 13,735 | -15,753 | -53.4% | -$14.26万 | 减仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $11.77万 | 0.00% | 14,487 | -15,653 | -51.9% | -$12.72万 | 减仓 |
| ITRI | ITRON INC | $11.49万 | 0.00% | 1,329 | -1,529 | -53.5% | -$13.22万 | 减仓 |
| DOV | DOVER CORP | $10.18万 | 0.00% | 454 | -528 | -53.8% | -$11.84万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $6.94万 | 0.00% | 2,403 | -45,241 | -95.0% | -$130.66万 | 减仓 |
| RNA | ATRIUM THERAPEUTICS INC | $5.92万 | 0.00% | 4,400 | 4,400 | — | $5.92万 | 新建仓 |
| MOMO | HELLO GROUP INC | $5.79万 | 0.00% | 10,000 | -10,000 | -50.0% | -$5.79万 | 减仓 |
| — | LENSAR INC | $5.71万 | 0.00% | 10,000 | -40,710 | -80.3% | -$23.25万 | 减仓 |
| IEX | IDEX CORP | $5.06万 | 0.00% | 223 | -14,317 | -98.5% | -$324.93万 | 重新持有 |
| TASK | TASKUS INC | $4.68万 | 0.00% | 10,000 | -10,000 | -50.0% | -$4.68万 | 减仓 |
| WAT | WATERS CORP | $4.24万 | 0.00% | 113 | -10,552 | -98.9% | -$395.75万 | 重新持有 |
| — | TRUBRIDGE INC | $3.15万 | 0.00% | 1,200 | 1,200 | — | $3.15万 | 新建仓 |
| — | STELLAR BANCORP INC | $3.10万 | 0.00% | 788 | 788 | — | $3.10万 | 新建仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $2.45万 | 0.00% | 163 | -3,788 | -95.9% | -$56.91万 | 重新持有 |
| HTO | H2O AMERICA | $1.91万 | 0.00% | 314 | -8,627 | -96.5% | -$52.43万 | 重新持有 |
| PAYO | PAYONEER GLOBAL INC | $1.80万 | 0.00% | 2,523 | 2,523 | — | $1.80万 | 新建仓 |
| — | TTEC HLDGS INC | $1.58万 | 0.00% | 8,126 | -8,126 | -50.0% | -$1.58万 | 减仓 |
| — | ORIGIN MATERIALS INC | $3,128 | 0.00% | 3,160 | 3,160 | — | $3,128 | 新建仓 |
| — | LOOP INDS INC | $1,366 | 0.00% | 1,475 | 1,475 | — | $1,366 | 新建仓 |
| — | LANZATECH GLOBAL INC | $1,241 | 0.00% | 182 | 182 | — | $1,241 | 新建仓 |
| — | TALKSPACE INC | $1,039 | 0.00% | 200 | 200 | — | $1,039 | 新建仓 |
| — | AQUA METALS INC | $379 | 0.00% | 131 | 131 | — | $379 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -618,000 | -100.0% | -$3,479.96万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -102,000 | -100.0% | -$770.62万 | 清仓 |
| — | AIR LEASE CORP | $0 | 0.00% | 0 | -112,294 | -100.0% | -$729.24万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -43,582 | -100.0% | -$641.13万 | 清仓 |
| — | AMERICAN WOODMARK CORP | $0 | 0.00% | 0 | -128,196 | -100.0% | -$510.60万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -49,500 | -100.0% | -$480.99万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -130,000 | -100.0% | -$456.82万 | 清仓 |
| — | PROASSURANCE CORP | $0 | 0.00% | 0 | -164,878 | -100.0% | -$407.58万 | 清仓 |
| — | CANTALOUPE INC | $0 | 0.00% | 0 | -360,808 | -100.0% | -$390.03万 | 清仓 |
| — | SEMRUSH HLDGS INC | $0 | 0.00% | 0 | -310,000 | -100.0% | -$370.14万 | 清仓 |
| — | DIAMOND HILL INVT GROUP INC | $0 | 0.00% | 0 | -20,194 | -100.0% | -$347.54万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -150,000 | -100.0% | -$321.60万 | 清仓 |
| — | ARCELLX INC | $0 | 0.00% | 0 | -24,000 | -100.0% | -$275.52万 | 清仓 |
| — | MASIMO CORP | $0 | 0.00% | 0 | -12,978 | -100.0% | -$230.84万 | 清仓 |
| CRUS | CIRRUS LOGIC INC | $0 | 0.00% | 0 | -15,474 | -100.0% | -$223.78万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -16,200 | -100.0% | -$219.49万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -26,732 | -100.0% | -$213.70万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,274 | -100.0% | -$170.13万 | 清仓 |
| — | SEALED AIR CORP NEW | $0 | 0.00% | 0 | -40,000 | -100.0% | -$168.20万 | 清仓 |
| — | CLEARWATER ANALYTICS HLDGS I | $0 | 0.00% | 0 | -69,916 | -100.0% | -$165.35万 | 清仓 |
| — | SUNOPTA INC | $0 | 0.00% | 0 | -231,610 | -100.0% | -$150.08万 | 清仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $0 | 0.00% | 0 | -10,816 | -100.0% | -$143.97万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -20,000 | -100.0% | -$93.46万 | 清仓 |
| — | KENNEDY-WILSON HOLDINGS INC | $0 | 0.00% | 0 | -80,200 | -100.0% | -$86.78万 | 清仓 |
| — | FLUSHING FINL CORP | $0 | 0.00% | 0 | -45,146 | -100.0% | -$69.34万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | -924 | -100.0% | -$65.46万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -74,558 | -100.0% | -$60.39万 | 清仓 |
| — | ONESTREAM INC | $0 | 0.00% | 0 | -22,000 | -100.0% | -$52.80万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -1,200 | -100.0% | -$42.92万 | 清仓 |
| — | LINKBANCORP INC | $0 | 0.00% | 0 | -49,054 | -100.0% | -$40.91万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | -1,420 | -100.0% | -$34.71万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,632 | -100.0% | -$31.22万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -3,920 | -100.0% | -$30.41万 | 清仓 |
| GGG | GRACO INC | $0 | 0.00% | 0 | -3,142 | -100.0% | -$26.60万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -1,870 | -100.0% | -$26.05万 | 清仓 |