Livforsakringsbolaget Skandia, Omsesidigt
Stockholm V7 · SEC CIK 0001547926
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| ITT | Itt inc | $435.85万 | 0.17% | 23,600 | 3,300 | 16.3% | $60.94万 | 加仓 |
| ADP | Automatic data processing | $429.82万 | 0.17% | 21,159 | 1,700 | 8.7% | $34.53万 | 加仓 |
| OPCH | Cargurus inc | $400.74万 | 0.16% | 147,400 | 27,500 | 22.9% | $74.76万 | 加仓 |
| AX | Axos financial inc | $380.35万 | 0.15% | 44,700 | 4,000 | 9.8% | $34.04万 | 加仓 |
| MTG | Mgic investment corp | $372.23万 | 0.15% | 141,800 | 12,800 | 9.9% | $33.60万 | 加仓 |
| VCTR | Victory capital holding - a | $366.78万 | 0.14% | 56,100 | 5,000 | 9.8% | $32.69万 | 加仓 |
| KO | Coca-cola co/the | $359.09万 | 0.14% | 47,217 | -3,900 | -7.6% | -$29.66万 | 减仓 |
| ANET | Arista networks inc | $350.14万 | 0.14% | 28,520 | 7,800 | 37.6% | $95.76万 | 加仓 |
| NVR | Nvr inc | $345.19万 | 0.14% | 525 | 50 | 10.5% | $32.88万 | 加仓 |
| OSIS | Osi systems inc | $342.12万 | 0.13% | 12,900 | 1,200 | 10.3% | $31.83万 | 加仓 |
| NMIH | Nmi holdings inc | $323.34万 | 0.13% | 86,200 | 7,800 | 9.9% | $29.26万 | 加仓 |
| BDC | Carvana co | $318.06万 | 0.12% | 26,300 | 6,700 | 34.2% | $81.03万 | 加仓 |
| WYNN | Mckesson corp | $308.02万 | 0.12% | 30,332 | 29,410 | 3,189.8% | $298.66万 | 加仓 |
| INTU | Intuit inc | $301.93万 | 0.12% | 6,985 | -8,450 | -54.7% | -$365.26万 | 减仓 |
| CI | The cigna group | $293.81万 | 0.12% | 11,017 | 800 | 7.8% | $21.34万 | 加仓 |
| OZK | Bank ozk | $290.02万 | 0.11% | 63,200 | 5,700 | 9.9% | $26.16万 | 加仓 |
| EAT | Tradeweb markets inc-class a | $289.77万 | 0.11% | 18,272 | 2,451 | 15.5% | $38.87万 | 加仓 |
| WFC | Wells fargo & co | $285.11万 | 0.11% | 35,822 | 1,300 | 3.8% | $10.35万 | 加仓 |
| WAL | Western alliance bancorp | $270.49万 | 0.11% | 38,200 | 3,400 | 9.8% | $24.08万 | 加仓 |
| SNDK | Jack henry & associates inc | $262.33万 | 0.10% | 17,605 | 7,122 | 67.9% | $106.12万 | 加仓 |
| EXLS | Exlservice holdings inc | $259.87万 | 0.10% | 85,400 | 85,400 | — | $259.87万 | 新建仓 |
| FUTU | Futu holdings ltd-adr | $252.99万 | 0.10% | 18,500 | 0 | 0.0% | — | 不变 |
| ACM | Aecom | $223.00万 | 0.09% | 26,300 | 2,400 | 10.0% | $20.35万 | 加仓 |
| AMD | Advanced micro devices | $221.90万 | 0.09% | 10,919 | -11,100 | -50.4% | -$225.57万 | 减仓 |
| TBBK | Bancorp inc/the | $213.65万 | 0.08% | 39,800 | 3,600 | 9.9% | $19.32万 | 加仓 |
| MRK | Merck & co. inc. | $209.28万 | 0.08% | 17,294 | 0 | 0.0% | — | 不变 |
| OC | Owens corning | $197.55万 | 0.08% | 17,950 | -37,900 | -67.9% | -$417.10万 | 减仓 |
| CORT | Waters corp | $186.45万 | 0.07% | 114,905 | -66,695 | -36.7% | -$108.22万 | 减仓 |
| IBP | Installed building products | $182.95万 | 0.07% | 6,900 | 600 | 9.5% | $15.91万 | 加仓 |
| PAHC | Phibro animal health corp-a | $175.85万 | 0.07% | 31,800 | 31,800 | — | $175.85万 | 新建仓 |
| UNH | Unitedhealth group inc | $170.73万 | 0.07% | 6,312 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle corp | $167.95万 | 0.07% | 11,418 | 0 | 0.0% | — | 不变 |
| NUE | Intuitive surgical inc | $165.78万 | 0.06% | 5,380 | -12,032 | -69.1% | -$370.76万 | 减仓 |
| IBM | Intl business machines corp | $154.76万 | 0.06% | 6,387 | 0 | 0.0% | — | 不变 |
| C | Citigroup inc | $147.81万 | 0.06% | 13,034 | 0 | 0.0% | — | 不变 |
| VZ | Verizon communications inc | $145.59万 | 0.06% | 29,014 | 0 | 0.0% | — | 不变 |
| FIX | Comfort systems usa inc | $140.89万 | 0.06% | 2,019 | 1,779 | 741.2% | $124.14万 | 加仓 |
| INTC | Intel corp | $138.94万 | 0.05% | 31,492 | 0 | 0.0% | — | 不变 |
| T | At&t inc | $136.20万 | 0.05% | 47,030 | 0 | 0.0% | — | 不变 |
| FTNT | Fortinet inc | $134.12万 | 0.05% | 16,412 | 0 | 0.0% | — | 不变 |
| NEE | Nextera energy inc | $130.93万 | 0.05% | 14,097 | 0 | 0.0% | — | 不变 |
| — | Taylor morrison home corp | $130.46万 | 0.05% | 22,400 | -24,100 | -51.8% | -$140.36万 | 减仓 |
| IONQ | Ionq inc | $129.06万 | 0.05% | 45,923 | 43,823 | 2,086.8% | $123.16万 | 加仓 |
| TMO | Thermo fisher scientific inc | $128.84万 | 0.05% | 2,619 | 0 | 0.0% | — | 不变 |
| MCD | Mcdonald's corp | $128.04万 | 0.05% | 4,120 | 0 | 0.0% | — | 不变 |
| ABT | Abbott laboratories | $127.56万 | 0.05% | 12,436 | -32,600 | -72.4% | -$334.38万 | 减仓 |
| DIS | Walt disney co/the | $118.56万 | 0.05% | 12,304 | 80 | 0.7% | $7,709 | 加仓 |
| GILD | Gilead sciences inc | $117.28万 | 0.05% | 8,417 | 0 | 0.0% | — | 不变 |
| DCI | Donaldson co inc | $117.12万 | 0.05% | 8,631 | 1,131 | 15.1% | $15.35万 | 加仓 |
| TXN | Texas instruments inc | $115.68万 | 0.05% | 5,960 | 38 | 0.6% | $7,376 | 加仓 |
| WELL | Welltower inc | $112.95万 | 0.04% | 5,713 | 0 | 0.0% | — | 不变 |
| HAL | Halliburton co | $112.58万 | 0.04% | 28,875 | 22,200 | 332.6% | $86.56万 | 加仓 |
| — | Union pacific corp | $111.82万 | 0.04% | 4,609 | 0 | 0.0% | — | 不变 |
| TEX | Terex corp | $111.11万 | 0.04% | 18,800 | 1,700 | 9.9% | $10.05万 | 加仓 |
| AXP | American express co | $110.13万 | 0.04% | 3,641 | 0 | 0.0% | — | 不变 |
| BFH | Bread financial holdings inc | $110.04万 | 0.04% | 14,700 | 0 | 0.0% | — | 不变 |
| SFM | Sprouts farmers market inc | $107.21万 | 0.04% | 13,900 | 0 | 0.0% | — | 不变 |
| ADI | Analog devices inc | $107.14万 | 0.04% | 3,370 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's cos inc | $106.14万 | 0.04% | 4,494 | -3,200 | -41.6% | -$75.58万 | 减仓 |
| DHR | Danaher corp | $100.75万 | 0.04% | 5,307 | 0 | 0.0% | — | 不变 |
| SPGI | S&p global inc | $97.39万 | 0.04% | 2,290 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock inc | $96.65万 | 0.04% | 1,005 | 0 | 0.0% | — | 不变 |
| BMY | Bristol-myers squibb co | $95.40万 | 0.04% | 15,732 | 0 | 0.0% | — | 不变 |
| UBER | Uber technologies inc | $93.97万 | 0.04% | 13,066 | 0 | 0.0% | — | 不变 |
| PLD | Prologis inc | $92.84万 | 0.04% | 7,024 | 0 | 0.0% | — | 不变 |
| DE | Deere & co | $90.79万 | 0.04% | 1,608 | 0 | 0.0% | — | 不变 |
| SYK | Stryker corp | $89.40万 | 0.04% | 2,715 | 0 | 0.0% | — | 不变 |
| VRTX | Vertex pharmaceuticals inc | $83.93万 | 0.03% | 1,880 | 0 | 0.0% | — | 不变 |
| PANW | Palo alto networks inc | $83.01万 | 0.03% | 5,178 | 0 | 0.0% | — | 不变 |
| VICI | Vertiv holdings co-a | $82.66万 | 0.03% | 30,256 | -179,365 | -85.6% | -$490.03万 | 减仓 |
| COF | Capital one financial corp | $80.55万 | 0.03% | 4,418 | 0 | 0.0% | — | 不变 |
| CME | Cme group inc | $77.24万 | 0.03% | 2,616 | 0 | 0.0% | — | 不变 |
| WMB | Williams cos inc | $74.30万 | 0.03% | 10,215 | 0 | 0.0% | — | 不变 |
| CRWD | Crowdstrike holdings inc - a | $73.32万 | 0.03% | 1,878 | 0 | 0.0% | — | 不变 |
| FERG | Ferguson enterprises inc | $72.41万 | 0.03% | 3,100 | -6,576 | -68.0% | -$153.59万 | 减仓 |
| BSX | Boston scientific corp | $72.30万 | 0.03% | 11,527 | 0 | 0.0% | — | 不变 |
| NOW | Servicenow inc | $71.56万 | 0.03% | 6,845 | 0 | 0.0% | — | 不变 |
| CVNA | Centene corp | $69.72万 | 0.03% | 6,845 | -800 | -10.5% | -$8.15万 | 减仓 |
| ADBE | Adobe inc | $68.80万 | 0.03% | 2,831 | 0 | 0.0% | — | 不变 |
| PSNY | Polestar automotive-cl a ads | $68.68万 | 0.03% | 37,286 | 21,300 | 133.2% | $39.23万 | 加仓 |
| GLW | Corning inc | $68.57万 | 0.03% | 5,043 | 0 | 0.0% | — | 不变 |
| WM | Waste management inc | $68.24万 | 0.03% | 2,971 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast corp-class a | $67.87万 | 0.03% | 23,663 | 0 | 0.0% | — | 不变 |
| CVS | Cvs health corp | $67.38万 | 0.03% | 9,382 | 0 | 0.0% | — | 不变 |
| PGR | Progressive corp | $67.00万 | 0.03% | 3,380 | 0 | 0.0% | — | 不变 |
| PH | Parker hannifin corp | $64.98万 | 0.03% | 727 | 0 | 0.0% | — | 不变 |
| CSX | Csx corp | $64.88万 | 0.03% | 15,805 | 0 | 0.0% | — | 不变 |
| BNY | Bank of new york mellon corp | $63.85万 | 0.03% | 5,384 | 0 | 0.0% | — | 不变 |
| WDC | Western digital corp | $63.84万 | 0.03% | 2,360 | 0 | 0.0% | — | 不变 |
| SBUX | Starbucks corp | $63.78万 | 0.03% | 7,121 | 0 | 0.0% | — | 不变 |
| APP | Applovin corp-class a | $63.68万 | 0.02% | 1,600 | 0 | 0.0% | — | 不变 |
| ICE | Intercontinental exchange in | $62.88万 | 0.02% | 3,998 | 0 | 0.0% | — | 不变 |
| MRVL | Marvell technology inc | $62.30万 | 0.02% | 6,291 | 0 | 0.0% | — | 不变 |
| EQIX | Equinix inc | $60.36万 | 0.02% | 616 | 0 | 0.0% | — | 不变 |
| MAR | Marriott international -cl a | $60.20万 | 0.02% | 1,841 | 0 | 0.0% | — | 不变 |
| REGN | Regeneron pharmaceuticals | $59.61万 | 0.02% | 772 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & mclennan cos | $57.81万 | 0.02% | 3,334 | 0 | 0.0% | — | 不变 |
| — | Avalonbay communities inc | $57.52万 | 0.02% | 3,491 | 1,200 | 52.4% | $19.77万 | 加仓 |
| AFL | Aflac inc | $56.91万 | 0.02% | 5,188 | 0 | 0.0% | — | 不变 |
| CEG | Constellation energy | $56.33万 | 0.02% | 2,019 | 0 | 0.0% | — | 不变 |