Livforsakringsbolaget Skandia, Omsesidigt
Stockholm V7 · SEC CIK 0001547926
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| EOG | Eog resources inc | $396.57万 | 0.11% | 30,581 | 28,200 | 1,184.4% | $365.70万 | 加仓 |
| OKLO | Amgen inc | $375.61万 | 0.11% | 71,778 | 67,330 | 1,513.7% | $352.34万 | 加仓 |
| EAT | Tradeweb markets inc-class a | $370.75万 | 0.10% | 20,872 | 2,600 | 14.2% | $46.18万 | 加仓 |
| BDC | Belden inc | $364.53万 | 0.10% | 32,200 | 5,900 | 22.4% | $66.79万 | 加仓 |
| NMIH | Nmi holdings inc | $354.20万 | 0.10% | 86,200 | 0 | 0.0% | — | 不变 |
| PEP | Pepsico inc | $334.31万 | 0.09% | 24,692 | -13,300 | -35.0% | -$180.07万 | 减仓 |
| OZK | Bank ozk | $329.15万 | 0.09% | 63,200 | 0 | 0.0% | — | 不变 |
| ADSK | Autodesk inc | $314.51万 | 0.09% | 16,186 | -3,000 | -15.6% | -$58.29万 | 减仓 |
| ATMU | Atmus filtration technologie | $314.10万 | 0.09% | 61,600 | -41,900 | -40.5% | -$213.65万 | 减仓 |
| WAL | Western alliance bancorp | $314.00万 | 0.09% | 38,200 | 0 | 0.0% | — | 不变 |
| NBIX | Neurocrine biosciences inc | $311.71万 | 0.09% | 18,500 | 17,500 | 1,750.0% | $294.86万 | 加仓 |
| — | Union pacific corp | $308.69万 | 0.09% | 11,359 | 6,750 | 146.5% | $183.44万 | 加仓 |
| NTNX | Palantir technologies inc-a | $304.94万 | 0.09% | 30,780 | -14,500 | -32.0% | -$143.65万 | 减仓 |
| CI | The cigna group | $303.69万 | 0.09% | 11,017 | 0 | 0.0% | — | 不变 |
| VRTX | Vertex pharmaceuticals inc | $286.93万 | 0.08% | 5,780 | 3,900 | 207.4% | $193.60万 | 加仓 |
| MRVL | Marvell technology inc | $282.13万 | 0.08% | 9,491 | 3,200 | 50.9% | $95.12万 | 加仓 |
| OSIS | Osi systems inc | $282.12万 | 0.08% | 12,900 | 0 | 0.0% | — | 不变 |
| CORT | Waters corp | $256.34万 | 0.07% | 114,905 | 0 | 0.0% | — | 不变 |
| WYNN | Sun communities inc | $253.23万 | 0.07% | 26,082 | -4,250 | -14.0% | -$41.26万 | 减仓 |
| AN | Autonation inc | $251.75万 | 0.07% | 13,550 | -13,100 | -49.2% | -$243.38万 | 减仓 |
| TBBK | Bancorp inc/the | $249.31万 | 0.07% | 39,800 | 0 | 0.0% | — | 不变 |
| UNH | Unitedhealth group inc | $242.23万 | 0.07% | 5,832 | -480 | -7.6% | -$19.94万 | 减仓 |
| FTNT | Fortinet inc | $238.23万 | 0.07% | 15,512 | -900 | -5.5% | -$13.82万 | 减仓 |
| HD | Home depot inc | $230.91万 | 0.07% | 6,554 | -12,340 | -65.3% | -$434.76万 | 减仓 |
| EXLS | Exlservice holdings inc | $220.76万 | 0.06% | 85,400 | 0 | 0.0% | — | 不变 |
| RDDT | Reddit inc-cl a | $215.82万 | 0.06% | 17,261 | -39,500 | -69.6% | -$493.87万 | 减仓 |
| MRK | Merck & co. inc. | $211.67万 | 0.06% | 16,394 | -900 | -5.2% | -$11.62万 | 减仓 |
| FIX | Comfort systems usa inc | $193.88万 | 0.05% | 1,969 | -50 | -2.5% | -$4.92万 | 减仓 |
| PG | Procter & gamble co/the | $192.77万 | 0.05% | 13,161 | -20,380 | -60.8% | -$298.51万 | 减仓 |
| CTSH | Cognizant tech solutions-a | $188.14万 | 0.05% | 48,590 | -85,100 | -63.7% | -$329.51万 | 减仓 |
| PANW | Palo alto networks inc | $186.58万 | 0.05% | 5,478 | 300 | 5.8% | $10.22万 | 加仓 |
| KO | Coca-cola co/the | $176.33万 | 0.05% | 21,707 | -25,510 | -54.0% | -$207.22万 | 减仓 |
| FUTU | Futu holdings ltd-adr | $173.40万 | 0.05% | 18,500 | 0 | 0.0% | — | 不变 |
| HAL | Halliburton co | $171.26万 | 0.05% | 50,475 | 21,600 | 74.8% | $73.29万 | 加仓 |
| TXN | Texas instruments inc | $168.63万 | 0.05% | 5,660 | -300 | -5.0% | -$8.94万 | 减仓 |
| C | Citigroup inc | $164.22万 | 0.05% | 11,734 | -1,300 | -10.0% | -$18.19万 | 减仓 |
| IBM | Intl business machines corp | $162.74万 | 0.05% | 5,787 | -600 | -9.4% | -$16.87万 | 减仓 |
| FDXF | Fedex freight holding co | $162.29万 | 0.05% | 10,748 | 10,748 | — | $162.29万 | 新建仓 |
| BFH | Bread financial holdings inc | $159.27万 | 0.04% | 14,700 | 0 | 0.0% | — | 不变 |
| NUE | Intuitive surgical inc | $159.10万 | 0.04% | 5,380 | 0 | 0.0% | — | 不变 |
| ORCL | Oracle corp | $158.54万 | 0.04% | 10,818 | -600 | -5.3% | -$8.79万 | 减仓 |
| WDC | Western digital corp | $137.93万 | 0.04% | 2,160 | -200 | -8.5% | -$12.77万 | 减仓 |
| TEX | Terex corp | $136.09万 | 0.04% | 18,800 | 0 | 0.0% | — | 不变 |
| GPOR | Gulfport energy corp | $130.67万 | 0.04% | 7,700 | 500 | 6.9% | $8.48万 | 重新持有 |
| GLW | Corning inc | $128.74万 | 0.04% | 5,043 | 0 | 0.0% | — | 不变 |
| VNT | Toll brothers inc | $126.73万 | 0.04% | 43,700 | -14,900 | -25.4% | -$43.21万 | 减仓 |
| CRWD | Crowdstrike holdings inc - a | $124.86万 | 0.04% | 1,638 | -240 | -12.8% | -$18.29万 | 减仓 |
| ACM | Aecom | $123.55万 | 0.03% | 17,700 | -8,600 | -32.7% | -$60.03万 | 减仓 |
| TMO | Thermo fisher scientific inc | $121.21万 | 0.03% | 2,419 | -200 | -7.6% | -$10.02万 | 减仓 |
| ADI | Analog devices inc | $121.04万 | 0.03% | 3,050 | -320 | -9.5% | -$12.70万 | 减仓 |
| DIS | Walt disney co/the | $119.17万 | 0.03% | 12,304 | 0 | 0.0% | — | 不变 |
| WELL | Welltower inc | $118.24万 | 0.03% | 5,213 | -500 | -8.8% | -$11.34万 | 减仓 |
| SFM | Sprouts farmers market inc | $117.55万 | 0.03% | 13,900 | 0 | 0.0% | — | 不变 |
| NEE | Nextera energy inc | $116.64万 | 0.03% | 13,297 | -800 | -5.7% | -$7.02万 | 减仓 |
| IONQ | Ionq inc | $116.62万 | 0.03% | 45,923 | 0 | 0.0% | — | 不变 |
| MUSA | Murphy usa inc | $113.16万 | 0.03% | 2,100 | 2,100 | — | $113.16万 | 新建仓 |
| ABT | Abbott laboratories | $112.77万 | 0.03% | 12,436 | 0 | 0.0% | — | 不变 |
| VZ | Verizon communications inc | $112.60万 | 0.03% | 26,614 | -2,400 | -8.3% | -$10.15万 | 减仓 |
| AXP | American express co | $112.29万 | 0.03% | 3,321 | -320 | -8.8% | -$10.82万 | 减仓 |
| GILD | Gilead sciences inc | $106.28万 | 0.03% | 8,417 | 0 | 0.0% | — | 不变 |
| DE | Deere & co | $102.15万 | 0.03% | 1,608 | 0 | 0.0% | — | 不变 |
| DHR | Danaher corp | $101.18万 | 0.03% | 5,307 | 0 | 0.0% | — | 不变 |
| LOW | Lowe's cos inc | $99.03万 | 0.03% | 4,494 | 0 | 0.0% | — | 不变 |
| T | At&t inc | $97.26万 | 0.03% | 47,030 | 0 | 0.0% | — | 不变 |
| BLK | Blackrock inc | $96.53万 | 0.03% | 1,005 | 0 | 0.0% | — | 不变 |
| PLD | Prologis inc | $95.12万 | 0.03% | 7,024 | 0 | 0.0% | — | 不变 |
| MCD | Mcdonald's corp | $91.87万 | 0.03% | 3,400 | -720 | -17.5% | -$19.45万 | 减仓 |
| BMY | Bristol-myers squibb co | $90.62万 | 0.03% | 15,732 | 0 | 0.0% | — | 不变 |
| CVS | Cvs health corp | $87.73万 | 0.02% | 8,482 | -900 | -9.6% | -$9.31万 | 减仓 |
| ALAB | Astera labs inc | $85.63万 | 0.02% | 2,300 | -100 | -4.2% | -$3.72万 | 减仓 |
| UBER | Uber technologies inc | $85.54万 | 0.02% | 11,866 | -1,200 | -9.2% | -$8.65万 | 减仓 |
| SPGI | S&p global inc | $83.38万 | 0.02% | 2,050 | -240 | -10.5% | -$9.76万 | 减仓 |
| VICI | Vertiv holdings co-a | $80.33万 | 0.02% | 30,256 | 0 | 0.0% | — | 不变 |
| SYK | Stryker corp | $79.37万 | 0.02% | 2,515 | -200 | -7.4% | -$6.31万 | 减仓 |
| WMB | Williams cos inc | $75.93万 | 0.02% | 10,215 | 0 | 0.0% | — | 不变 |
| CSX | Csx corp | $75.09万 | 0.02% | 15,805 | 0 | 0.0% | — | 不变 |
| APP | Applovin corp-class a | $74.14万 | 0.02% | 1,440 | -160 | -10.0% | -$8.24万 | 减仓 |
| SBUX | Starbucks corp | $72.74万 | 0.02% | 7,121 | 0 | 0.0% | — | 不变 |
| COF | Capital one financial corp | $72.55万 | 0.02% | 3,618 | -800 | -18.1% | -$16.04万 | 减仓 |
| PH | Parker hannifin corp | $71.10万 | 0.02% | 727 | 0 | 0.0% | — | 不变 |
| CVNA | Centene corp | $69.19万 | 0.02% | 5,645 | -28,580 | -83.5% | -$350.33万 | 减仓 |
| NOW | Servicenow inc | $67.95万 | 0.02% | 6,845 | 0 | 0.0% | — | 不变 |
| CDNS | Cadence design sys inc | $67.38万 | 0.02% | 1,796 | 0 | 0.0% | — | 不变 |
| PWR | Quanta services inc | $66.22万 | 0.02% | 920 | 120 | 15.0% | $8.64万 | 加仓 |
| WM | Waste management inc | $66.19万 | 0.02% | 2,971 | 0 | 0.0% | — | 不变 |
| HWM | Howmet aerospace inc | $65.90万 | 0.02% | 2,451 | 400 | 19.5% | $10.75万 | 加仓 |
| ELV | Elevance health inc | $65.57万 | 0.02% | 1,696 | -200 | -10.5% | -$7.73万 | 减仓 |
| EQIX | Equinix inc | $64.21万 | 0.02% | 616 | 0 | 0.0% | — | 不变 |
| PGR | Progressive corp | $62.86万 | 0.02% | 2,880 | -500 | -14.8% | -$10.91万 | 减仓 |
| CF | Cf industries holdings inc | $62.77万 | 0.02% | 5,800 | 5,800 | — | $62.77万 | 新建仓 |
| AFL | Aflac inc | $60.81万 | 0.02% | 5,188 | 0 | 0.0% | — | 不变 |
| PNC | Pnc financial services group | $60.40万 | 0.02% | 2,455 | 0 | 0.0% | — | 不变 |
| CMCSA | Comcast corp-class a | $58.05万 | 0.02% | 23,663 | 0 | 0.0% | — | 不变 |
| ADBE | Adobe inc | $58.00万 | 0.02% | 2,831 | 0 | 0.0% | — | 不变 |
| MAR | Marriott international -cl a | $57.83万 | 0.02% | 1,561 | -280 | -15.2% | -$10.37万 | 减仓 |
| NSC | Norfolk southern corp | $57.15万 | 0.02% | 1,818 | 0 | 0.0% | — | 不变 |
| SPG | Simon property group inc | $57.12万 | 0.02% | 2,554 | 0 | 0.0% | — | 不变 |
| MRSH | Marsh & mclennan cos | $55.53万 | 0.02% | 3,334 | 0 | 0.0% | — | 不变 |
| CL | Colgate-palmolive co | $55.40万 | 0.02% | 6,046 | 0 | 0.0% | — | 不变 |
| BX | Blackstone inc | $54.83万 | 0.02% | 4,662 | 0 | 0.0% | — | 不变 |