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
LULU Lululemon athletica inc $9.69万0.00%849 00.0% — 不变
BURL Burlington stores inc $9.50万0.00%300 -200-40.0% -$6.34万 减仓
CHRW C.h. robinson worldwide inc $9.44万0.00%500 400400.0% $7.55万 加仓
TEAM Atlassian corp-cl a $9.44万0.00%1,214 00.0% — 不变
D Dominion energy inc $9.31万0.00%1,364 -1,100-44.6% -$7.51万 减仓
ROL Rollins inc $9.29万0.00%2,225 00.0% — 不变
PODD Insulet corp $9.13万0.00%600 00.0% — 不变
DKS Dick's sporting goods inc $9.07万0.00%400 00.0% — 不变
CHTR Charter communications inc-a $9.06万0.00%638 00.0% — 不变
HSY Hershey co/the $8.77万0.00%500 00.0% — 不变
EXR Extra space storage inc $8.71万0.00%600 -500-45.5% -$7.26万 减仓
FOX Fox corp - class b $8.71万0.00%1,860 -900-32.6% -$4.21万 减仓
ATO Atmos energy corp $8.61万0.00%500 400400.0% $6.89万 加仓
LVS Las vegas sands corp $8.58万0.00%1,858 00.0% — 不变
EXPD Expeditors intl wash inc $8.15万0.00%500 500— $8.15万 新建仓
TOST Toast inc-class a $8.07万0.00%2,900 00.0% — 不变
TYL Tyler technologies inc $8.04万0.00%275 00.0% — 不变
FOXA Fox corp - class a $7.81万0.00%1,500 -285,500-99.5% -$1,487.17万 减仓
PPG Ppg industries inc $7.41万0.00%611 00.0% — 不变
TRMB Trimble inc $7.33万0.00%1,434 -1,300-47.5% -$6.65万 减仓
CG Carlyle group inc/the $7.16万0.00%1,700 00.0% — 不变
CLX Clorox company $6.79万0.00%712 00.0% — 不变
FWONK Liberty media corp-formula-c $6.66万0.00%700 00.0% — 不变
REG Regency centers corp $6.49万0.00%808 00.0% — 不变
NDSN Nordson corp $6.04万0.00%200 00.0% — 不变
GIS General mills inc $6.04万0.00%1,737 00.0% — 不变
CSGP Costar group inc $5.94万0.00%2,100 00.0% — 不变
MAA Mid-america apartment comm $5.85万0.00%421 -1,400-76.9% -$19.44万 减仓
NRG Nrg energy inc $5.84万0.00%400 00.0% — 不变
WRB Wr berkley corp $4.94万0.00%696 -1,500-68.3% -$10.65万 减仓
IOT Samsara inc-cl a $4.54万0.00%1,400 00.0% — 不变
MKL Markel group inc $3.90万0.00%20 -40-66.7% -$7.81万 减仓
H Hyatt hotels corp - cl a $3.87万0.00%200 00.0% — 不变
VSNT Versant media group inc $3.40万0.00%946 00.0% — 不变
NVR Nvr inc $3.40万0.00%5 -520-99.0% -$353.33万 减仓
BE Cincinnati financial corp $3.03万0.00%163 00.0% — 不变
CW Curtiss-wright corp $3.03万0.00%40 -200-83.3% -$15.15万 减仓
FNF Fidelity national financial $2.53万0.00%537 00.0% — 不变
HEI Heico corp $1.42万0.00%40 40— $1.42万 新建仓
AM Axon enterprise inc $8,9410.00%393 00.0% — 不变
DRI Darden restaurants inc $6,3860.00%31 00.0% — 不变
TSN Tyson foods inc-cl a $4,1790.00%73 00.0% — 不变
FTV Fortive corp $2,6290.00%43 00.0% — 不变
KHC Kraft heinz co/the $3780.00%16 00.0% — 不变
JPM Jpmorgan chase & co $00.00%0 -200,900-100.0% -$5,909.67万 清仓
AMGN Amgen inc $00.00%0 -68,130-100.0% -$2,395.04万 清仓
BRK/B Berkshire hathaway inc-cl b $00.00%0 -34,260-100.0% -$1,641.64万 清仓
NEM Newmont corp $00.00%0 -135,700-100.0% -$1,468.55万 清仓
WMT Walmart inc $00.00%0 -92,100-100.0% -$1,146.46万 清仓
HCA Hca healthcare inc $00.00%0 -23,100-100.0% -$1,092.49万 清仓
DOV Dover corp $00.00%0 -38,350-100.0% -$799.41万 清仓
CACI Caci international inc -cl a $00.00%0 -9,900-100.0% -$538.37万 清仓
OC Owens corning $00.00%0 -17,950-100.0% -$197.55万 清仓
IBP Installed building products $00.00%0 -6,900-100.0% -$182.95万 清仓
PAHC Phibro animal health corp-a $00.00%0 -31,800-100.0% -$175.85万 清仓
— Taylor morrison home corp $00.00%0 -22,400-100.0% -$130.46万 清仓
TGT Target corp $00.00%0 -3,507-100.0% -$42.46万 清仓
CMS Cms energy corp $00.00%0 -3,079-100.0% -$23.89万 清仓
DOC Healthpeak properties inc $00.00%0 -11,912-100.0% -$19.57万 清仓
— Hologic inc $00.00%0 -2,126-100.0% -$16.06万 清仓
UDR Udr inc $00.00%0 -4,390-100.0% -$14.83万 清仓
ZBRA Zebra technologies corp-cl a $00.00%0 -500-100.0% -$10.45万 清仓
OPRA First citizens bcshs -cl a $00.00%0 -7,040-100.0% -$10.04万 清仓
IT Gartner inc $00.00%0 -500-100.0% -$7.91万 清仓
TTD Trade desk inc/the -class a $00.00%0 -3,405-100.0% -$7.73万 清仓
PINS Pinterest inc- class a $00.00%0 -4,200-100.0% -$7.70万 清仓
BLDR Builders firstsource inc $00.00%0 -902-100.0% -$7.43万 清仓
DKNG Draftkings inc-cl a $00.00%0 -2,300-100.0% -$4.97万 清仓
SNAP Snap inc - a $00.00%0 -8,000-100.0% -$3.68万 清仓
— Coterra energy inc $00.00%0 -800-100.0% -$2.81万 清仓
Z Zillow group inc - c $00.00%0 -500-100.0% -$2.07万 清仓
CROX Crocs inc $00.00%0 0— — 清仓
BAX Baxter international inc $00.00%0 0— — 清仓