13F 机构持仓

Livforsakringsbolaget Skandia, Omsesidigt

Stockholm V7 · SEC CIK 0001547926

2026Q22026Q1 更早 9 个季度 🔒
$35.41亿2026Q2 申报市值
444持仓数
51.0%前十大占比 · 第一大 14.9%
13 / 29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

SNDK 14.9%
NVDA 7.6%
AAPL 6.2%
GOOGL 5.1%
MSFT 3.7%
MU 3.3%
AMZN 3.2%
AVGO 3.1%
KLAC 2.2%
DELL 1.7%

2026Q2 买入最多 按季末市值估算

SNDK 加仓+$4.88亿
DELL 加仓+$5,856.10万
AMD 加仓+$2,433.77万
ETR 加仓+$1,552.90万
INTC 加仓+$1,467.43万

2026Q2 卖出最多 按季末市值估算

JPM 清仓-$5,909.67万
AMGN 清仓-$2,395.04万
BRK/B 清仓-$1,641.64万
FOXA 减仓-$1,487.17万
NEM 清仓-$1,468.55万

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
EFX Equifax inc $13.91万0.00%877 00.0% — 不变
VEEV Veeva systems inc-class a $14.19万0.00%800 00.0% — 不变
DD Dupont de nemours inc $14.20万0.00%1,047 -2,095-66.7% -$28.41万 减仓
GPN Global payments inc $14.23万0.00%1,961 00.0% — 不变
LII Lennox international inc $14.29万0.00%249 00.0% — 不变
BBY Best buy co inc $14.47万0.00%1,887 00.0% — 不变
AFRM Affirm holdings inc $14.67万0.00%1,800 00.0% — 不变
IFF Intl flavors & fragrances $14.76万0.00%1,856 00.0% — 不变
MSTR Strategy inc $14.78万0.00%1,700 00.0% — 不变
ZBH Zimmer biomet holdings inc $14.93万0.00%1,730 00.0% — 不变
OXY Occidental petroleum corp $14.99万0.00%3,072 00.0% — 不变
DOW Dow inc $15.24万0.00%5,570 00.0% — 不变
LH Labcorp holdings inc $15.46万0.00%552 00.0% — 不变
ARES Ares management corp - a $15.68万0.00%1,409 00.0% — 不变
COO Cooper cos inc/the $15.72万0.00%2,192 00.0% — 不变
EIX Edison international $16.20万0.00%2,176 00.0% — 不变
FICO Fair isaac corp $16.24万0.00%136 00.0% — 不变
MAS Masco corp $16.37万0.00%2,012 00.0% — 不变
BALL Ball corp $16.57万0.00%2,655 00.0% — 不变
PCG P g & e corp $16.68万0.00%9,900 00.0% — 不变
LPLA Lpl financial holdings inc $16.90万0.00%600 00.0% — 不变
MAT Ralph lauren corp $16.93万0.00%12,200 -17,800-59.3% -$24.71万 减仓
EQT Eqt corp $17.03万0.00%3,204 00.0% — 不变
GEN Gen digital inc $17.03万0.00%6,849 00.0% — 不变
ODFL Old dominion freight line $17.32万0.00%800 00.0% — 不变
CPRT Copart inc $17.57万0.00%6,234 00.0% — 不变
VRSK Verisk analytics inc $17.67万0.00%985 00.0% — 不变
INCY Incyte corp $17.71万0.01%1,562 00.0% — 不变
VLTO Veralto corp $17.97万0.01%2,024 00.0% — 不变
PAYX Paychex inc $17.99万0.01%1,830 00.0% — 不变
P Everpure inc-a $18.12万0.01%2,300 00.0% — 不变
CSL Carlisle cos inc $18.12万0.01%500 00.0% — 不变
TROW T rowe price group inc $18.15万0.01%1,597 00.0% — 不变
ZTS Zoetis inc $18.18万0.01%2,530 00.0% — 不变
WST West pharmaceutical services $18.38万0.01%512 00.0% — 不变
NLY Annaly capital management in $18.40万0.01%8,003 00.0% — 不变
ILMN Illumina inc $18.41万0.01%1,047 00.0% — 不变
DG Dollar general corp $18.44万0.01%1,602 00.0% — 不变
IRM Iron mountain inc $18.55万0.01%1,461 00.0% — 不变
RS Reliance inc $18.68万0.01%500 00.0% — 不变
RVMD Revolution medicines inc $18.72万0.01%1,000 00.0% — 不变
MDB Mongodb inc $18.74万0.01%558 00.0% — 不变
DGX Quest diagnostics inc $18.83万0.01%889 00.0% — 不变
FSLR First solar inc $18.86万0.01%800 00.0% — 不变
CDW Cdw corp/de $19.04万0.01%1,354 00.0% — 不变
TPL Texas pacific land corp $19.29万0.01%441 00.0% — 不变
CBOE Cboe global markets inc $19.35万0.01%800 00.0% — 不变
WDAY Workday inc-class a $19.42万0.01%1,587 00.0% — 不变
ROP Roper technologies inc $19.79万0.01%585 00.0% — 不变
RBLX Roblox corp -class a $20.12万0.01%3,700 00.0% — 不变
VMC Vulcan materials co $20.14万0.01%683 00.0% — 不变
GEHC Ge healthcare technology $20.22万0.01%3,160 00.0% — 不变
VMRK Equity residential $20.24万0.01%2,955 00.0% — 不变
NWSA News corp - class a $20.34万0.01%8,197 00.0% — 不变
A Agilent technologies inc $20.36万0.01%1,531 00.0% — 不变
DXCM Dexcom inc $20.78万0.01%3,087 00.0% — 不变
ALL Allstate corp $21.03万0.01%884 -300-25.3% -$7.14万 减仓
IDXX Idexx laboratories inc $21.05万0.01%400 00.0% — 不变
IR Ingersoll-rand inc $21.18万0.01%2,584 00.0% — 不变
MLM Martin marietta materials $21.22万0.01%368 00.0% — 不变
— Vici properties inc $21.26万0.01%7,900 00.0% — 不变
KDP Keurig dr pepper inc $21.45万0.01%6,515 00.0% — 不变
YUM Yum! brands inc $21.53万0.01%1,347 00.0% — 不变
RMD Resmed inc $21.89万0.01%1,124 00.0% — 不变
AVY Avery dennison corp $21.90万0.01%1,350 00.0% — 不变
CFG Citizens financial group $22.42万0.01%3,200 00.0% — 不变
TWLO Twilio inc - a $22.70万0.01%1,100 00.0% — 不变
LNT Alliant energy corp $23.14万0.01%3,033 00.0% — 不变
ON On semiconductor $23.29万0.01%2,463 -700-22.1% -$6.62万 减仓
WSM Williams-sonoma inc $23.30万0.01%1,000 00.0% — 不变
HBAN Huntington bancshares inc $23.40万0.01%13,200 00.0% — 不变
XYZ Block inc $23.93万0.01%3,149 -900-22.2% -$6.84万 减仓
MTB M & t bank corp $23.99万0.01%1,008 00.0% — 不变
HPQ Hp inc $24.33万0.01%11,090 00.0% — 不变
PRU Prudential financial inc $24.54万0.01%2,275 -700-23.5% -$7.55万 减仓
RF Regions financial corp $24.95万0.01%8,262 00.0% — 不变
HUBB Hubbell inc $25.01万0.01%478 00.0% — 不变
WEC Wec energy group inc $25.78万0.01%2,208 00.0% — 不变
XYL Xylem inc $25.89万0.01%2,190 00.0% — 不变
PYPL Paypal holdings inc $26.00万0.01%6,028 00.0% — 不变
DHI Dr horton inc $26.10万0.01%1,603 00.0% — 不变
AIG American international group $26.14万0.01%3,507 -900-20.4% -$6.71万 减仓
TRGP Targa resources corp $26.80万0.01%1,000 00.0% — 不变
SYY Sysco corp $26.94万0.01%3,224 00.0% — 不变
CMG Chipotle mexican grill inc $27.21万0.01%8,004 00.0% — 不变
ES Eversource energy $27.24万0.01%3,771 00.0% — 不变
KMB Kimberly-clark corp $27.46万0.01%2,478 00.0% — 不变
NI Nisource inc $27.57万0.01%5,800 -1,500-20.5% -$7.13万 减仓
MCHP Microchip technology inc $27.72万0.01%3,041 00.0% — 不变
NKE Nike inc -cl b $28.53万0.01%6,954 -1,700-19.6% -$6.98万 减仓
BIIB Biogen inc $28.73万0.01%1,330 00.0% — 不变
WCN Waste connections inc $28.79万0.01%1,728 1,728— $28.79万 新建仓
KVUE Kenvue inc $28.89万0.01%15,124 00.0% — 不变
F Ford motor co $29.13万0.01%20,969 -4,200-16.7% -$5.83万 减仓
PSNY Polestar automotive-cl a ads $29.93万0.01%15,986 -21,300-57.1% -$39.87万 减仓
ALNY Alnylam pharmaceuticals inc $30.10万0.01%1,000 00.0% — 不变
NDAQ Nasdaq inc $30.15万0.01%3,826 00.0% — 不变
FITB Fifth third bancorp $31.64万0.01%5,583 00.0% — 不变
KKR Kkr & co inc $31.86万0.01%3,473 -900-20.6% -$8.26万 减仓
ROK Rockwell automation inc $32.87万0.01%664 00.0% — 不变