13F 机构持仓

Livforsakringsbolaget Skandia, Omsesidigt

Stockholm V7 · SEC CIK 0001547926

2026Q22026Q1 更早 9 个季度 🔒
$25.51亿2026Q1 申报市值
457持仓数
42.9%前十大占比 · 第一大 9.1%
13 / 39新建仓 / 清仓
申报市值走势$35.41亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 9.1%
AAPL 7.5%
GOOGL 5.6%
MSFT 5.2%
AMZN 3.8%
AVGO 3.5%
JPM 2.3%
META 2.2%
JNJ 2.0%
KLAC 1.7%

2026Q1 买入最多 按季末市值估算

JNJ 加仓+$4,767.85万
WTS 加仓+$4,078.57万
NVDA 加仓+$2,443.69万
MU 加仓+$1,935.89万
AAPL 加仓+$1,778.09万

2026Q1 卖出最多 按季末市值估算

MCK 清仓-$2,141.20万
DELL 减仓-$2,028.65万
GOOGL 减仓-$1,615.92万
META 减仓-$1,284.16万
FCNCA 减仓-$1,209.96万

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
MCK Mckesson corp $00.00%0 -26,110-100.0% -$2,141.20万 清仓
EME Emcor group inc $00.00%0 -16,920-100.0% -$1,035.06万 清仓
AWI Armstrong world industries $00.00%0 -32,700-100.0% -$624.90万 清仓
TOL Toll brothers inc $00.00%0 -33,600-100.0% -$454.31万 清仓
VIRT Virtu financial inc-class a $00.00%0 -127,900-100.0% -$426.16万 清仓
FTDR Frontdoor inc $00.00%0 -66,400-100.0% -$383.00万 清仓
QLYS Qualys inc $00.00%0 -27,150-100.0% -$360.50万 清仓
CROX Crocs inc $00.00%0 -23,200-100.0% -$198.34万 清仓
DOCU Docusign inc $00.00%0 -28,100-100.0% -$192.18万 清仓
CXT Crane nxt co $00.00%0 -37,900-100.0% -$178.32万 清仓
GPOR Gulfport energy corp $00.00%0 —— — 申报中断
ISRG Intuitive surgical inc $00.00%0 -2,468-100.0% -$139.78万 清仓
PFE Pfizer inc $00.00%0 -43,823-100.0% -$109.12万 清仓
GPI Group 1 automotive inc $00.00%0 -2,450-100.0% -$96.29万 清仓
HRMY Harmony biosciences holdings $00.00%0 -10,600-100.0% -$39.63万 清仓
ITW Illinois tool works $00.00%0 -1,047-100.0% -$25.93万 清仓
XEL Xcel energy inc $00.00%0 -3,456-100.0% -$25.69万 清仓
OTIS Otis worldwide corp $00.00%0 -2,912-100.0% -$25.44万 清仓
AXON Axon enterprise inc $00.00%0 -393-100.0% -$22.32万 清仓
AMH American homes 4 rent- a $00.00%0 -6,103-100.0% -$19.59万 清仓
WAB Wabtec corp $00.00%0 -904-100.0% -$19.29万 清仓
WAT Waters corp $00.00%0 -499-100.0% -$18.95万 清仓
DLTR Dollar tree inc $00.00%0 -1,512-100.0% -$18.59万 清仓
PEG Public service enterprise gp $00.00%0 -2,235-100.0% -$17.95万 清仓
INVH Invitation homes inc $00.00%0 -6,261-100.0% -$17.56万 清仓
MTD Mettler-toledo international $00.00%0 -125-100.0% -$17.43万 清仓
LYV Live nation entertainment in $00.00%0 -1,100-100.0% -$15.68万 清仓
BXP Bxp inc $00.00%0 -2,208-100.0% -$15.03万 清仓
HUBS Hubspot inc $00.00%0 -366-100.0% -$14.69万 清仓
SBAC Sba communications corp $00.00%0 -752-100.0% -$14.54万 清仓
TW Tradeweb markets inc-class a $00.00%0 -951-100.0% -$10.23万 清仓
ELS Equity lifestyle properties $00.00%0 -1,613-100.0% -$9.85万 清仓
DT Dynatrace inc $00.00%0 -2,100-100.0% -$9.10万 清仓
BAX Baxter international inc $00.00%0 -4,747-100.0% -$9.07万 清仓
SUI Sun communities inc $00.00%0 -700-100.0% -$8.73万 清仓
BAH Booz allen hamilton holdings $00.00%0 -800-100.0% -$6.75万 清仓
ARE Alexandria real estate equit $00.00%0 -1,200-100.0% -$5.95万 清仓
PAYC Paycom software inc $00.00%0 -300-100.0% -$4.78万 清仓
BSY Bentley systems inc-class b $00.00%0 -1,200-100.0% -$4.58万 清仓
BF/B Brown-forman corp-class b $00.00%0 -302-100.0% -$7,870 清仓
KHC Kraft heinz co/the $3600.00%16 00.0% — 不变
FTV Fortive corp $2,3770.00%43 00.0% — 不变
TSN Tyson foods inc-cl a $4,6760.00%73 00.0% — 不变
DRI Darden restaurants inc $6,0760.00%31 -29,350-99.9% -$575.26万 减仓
AM Axon enterprise inc $8,9600.00%393 -38,107-99.0% -$86.88万 减仓
CHRW C.h. robinson worldwide inc $1.67万0.00%100 00.0% — 不变
FCNCA First citizens bcshs -cl a $1.70万0.00%9 -6,420-99.9% -$1,209.96万 减仓
ATO Atmos energy corp $1.85万0.00%100 00.0% — 不变
Z Zillow group inc - c $2.07万0.00%500 00.0% — 不变
FNF Fidelity national financial $2.49万0.00%537 00.0% — 不变
BE Cincinnati financial corp $2.58万0.00%163 -1,337-89.1% -$21.14万 减仓
— Coterra energy inc $2.81万0.00%800 00.0% — 不变
H Hyatt hotels corp - cl a $2.87万0.00%200 00.0% — 不变
VSNT Versant media group inc $3.50万0.00%946 946— $3.50万 新建仓
SNAP Snap inc - a $3.68万0.00%8,000 00.0% — 不变
IOT Samsara inc-cl a $4.44万0.00%1,400 00.0% — 不变
DKNG Draftkings inc-cl a $4.97万0.00%2,300 00.0% — 不变
NDSN Nordson corp $5.33万0.00%200 00.0% — 不变
NRG Nrg energy inc $5.85万0.00%400 00.0% — 不变
FWONK Liberty media corp-formula-c $5.95万0.00%700 00.0% — 不变
REG Regency centers corp $6.11万0.00%808 81.0% $605 加仓
GIS General mills inc $6.47万0.00%1,737 231.3% $856 加仓
PPG Ppg industries inc $6.53万0.00%611 00.0% — 不变
CLX Clorox company $7.38万0.00%712 00.0% — 不变
BLDR Builders firstsource inc $7.43万0.00%902 00.0% — 不变
TOST Toast inc-class a $7.68万0.00%2,900 00.0% — 不变
PINS Pinterest inc- class a $7.70万0.00%4,200 -301,600-98.6% -$553.13万 减仓
TTD Trade desk inc/the -class a $7.73万0.00%3,405 00.0% — 不变
IT Gartner inc $7.91万0.00%500 00.0% — 不变
DKS Dick's sporting goods inc $7.97万0.00%400 -25,100-98.4% -$500.12万 减仓
CG Carlyle group inc/the $8.22万0.00%1,700 00.0% — 不变
AFRM Affirm holdings inc $8.24万0.00%1,800 00.0% — 不变
TEAM Atlassian corp-cl a $8.29万0.00%1,214 00.0% — 不变
CSGP Costar group inc $8.46万0.00%2,100 00.0% — 不变
SMCI Super micro computer inc $8.52万0.00%3,740 00.0% — 不变
KEY Keycorp $8.53万0.00%4,254 -1-0.0% -$20 减仓
KIM Kimco realty corp $8.66万0.00%3,855 00.0% — 不变
WSO Watsco inc $9.31万0.00%256 00.0% — 不变
IP International paper co $9.39万0.00%2,632 -1-0.0% -$36 减仓
TYL Tyler technologies inc $9.41万0.00%275 00.0% — 不变
SOFI Sofi technologies inc $9.52万0.00%5,993 00.0% — 不变
TRU Transunion $9.69万0.00%1,400 00.0% — 不变
RVMD Revolution medicines inc $9.72万0.00%1,000 1,000— $9.72万 新建仓
LVS Las vegas sands corp $10.01万0.00%1,858 00.0% — 不变
OPRA First citizens bcshs -cl a $10.04万0.00%7,040 -12,160-63.3% -$17.34万 减仓
CHD Church & dwight co inc $10.05万0.00%1,077 00.0% — 不变
HSY Hershey co/the $10.39万0.00%500 00.0% — 不变
ZBRA Zebra technologies corp-cl a $10.45万0.00%500 00.0% — 不变
RJF Raymond james financial inc $10.60万0.00%732 00.0% — 不变
IQV Iqvia holdings inc $10.79万0.00%633 00.0% — 不变
NTRS Northern trust corp $11.13万0.00%798 00.0% — 不变
CTVA Corteva inc $11.43万0.00%1,365 00.0% — 不变
MKL Markel group inc $11.47万0.00%60 00.0% — 不变
LII Lennox international inc $11.58万0.00%249 00.0% — 不变
BRO Brown & brown inc $11.74万0.00%1,801 00.0% — 不变
ROL Rollins inc $11.88万0.00%2,225 00.0% — 不变
LEN Lennar corp-a $12.00万0.00%1,382 00.0% — 不变
TDY Teledyne technologies inc $12.09万0.00%200 00.0% — 不变
MAS Masco corp $12.15万0.00%2,012 00.0% — 不变
EL Estee lauder companies-cl a $12.27万0.00%1,710 00.0% — 不变