AMF Tjanstepension AB
STOCKHOLM V7 · SEC CIK 0001553562
$150.83亿2026Q1 申报市值
117持仓数
46.0%前十大占比 · 第一大 9.5%
7 / 14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
ADBE 新建仓+$1.67亿
ETN 新建仓+$1.29亿
VRTX 加仓+$7,455.79万
URI 新建仓+$6,024.90万
YUM 加仓+$5,989.31万
2026Q1 卖出最多 按季末市值估算
FIX 减仓-$2.24亿
PH 减仓-$1.41亿
WDC 减仓-$1.07亿
COP 清仓-$1.03亿
CLS 重新持有-$7,380.55万
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 |
|---|---|---|---|---|---|---|---|---|
| C | CITIGROUP INC | $1.25亿 | 0.83% | 1,099,751 | 14,792 | 1.4% | $167.76万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.28亿 | 0.85% | 2,544,470 | 73,218 | 3.0% | $367.55万 | 加仓 |
| ETN | EATON CORP PLC | $1.29亿 | 0.85% | 359,646 | 359,646 | — | $1.29亿 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.40亿 | 0.93% | 312,917 | 166,968 | 114.4% | $7,455.79万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1.51亿 | 1.00% | 109,590 | -162,078 | -59.7% | -$2.24亿 | 减仓 |
| ADBE | ADOBE INC | $1.67亿 | 1.11% | 689,047 | 689,047 | — | $1.67亿 | 新建仓 |
| CRM | SALESFORCE INC | $1.76亿 | 1.16% | 941,220 | 17,897 | 1.9% | $334.08万 | 加仓 |
| ROL | ROLLINS INC | $1.96亿 | 1.30% | 3,669,234 | 87,139 | 2.4% | $465.41万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.98亿 | 1.31% | 412,511 | 8,096 | 2.0% | $387.96万 | 加仓 |
| KO | COCA COLA CO | $2.21亿 | 1.47% | 2,910,053 | 46,220 | 1.6% | $351.50万 | 加仓 |
| GOOGL | ALPHABET INC | $2.42亿 | 1.60% | 841,228 | 41,768 | 5.2% | $1,201.08万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.42亿 | 1.61% | 500,000 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $2.51亿 | 1.66% | 853,194 | 12,219 | 1.5% | $359.43万 | 加仓 |
| AVGO | BROADCOM INC | $2.56亿 | 1.70% | 827,049 | 11,662 | 1.4% | $360.95万 | 加仓 |
| MELI | MERCADOLIBRE INC | $2.73亿 | 1.81% | 157,733 | 23,220 | 17.3% | $4,014.78万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.77亿 | 1.84% | 2,206,634 | 86,613 | 4.1% | $1,086.65万 | 加仓 |
| META | META PLATFORMS INC | $2.95亿 | 1.96% | 516,431 | 10,135 | 2.0% | $579.85万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.25亿 | 2.15% | 362,514 | -157,625 | -30.3% | -$1.41亿 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3.46亿 | 2.29% | 2,197,714 | 59,471 | 2.8% | $935.36万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $3.72亿 | 2.46% | 1,373,910 | -394,049 | -22.3% | -$1.07亿 | 减仓 |
| V | VISA INC | $4.30亿 | 2.85% | 1,423,049 | 36,221 | 2.6% | $1,094.74万 | 加仓 |
| LLY | ELI LILLY & CO | $4.39亿 | 2.91% | 477,177 | 13,138 | 2.8% | $1,208.39万 | 加仓 |
| LIN | LINDE PLC | $4.50亿 | 2.99% | 908,456 | 12,325 | 1.4% | $611.02万 | 加仓 |
| BAC | BANK AMERICA CORP | $4.66亿 | 3.09% | 9,562,619 | 266,030 | 2.9% | $1,296.90万 | 加仓 |
| PLD | PROLOGIS INC. | $5.03亿 | 3.34% | 3,808,772 | 87,168 | 2.3% | $1,152.19万 | 加仓 |
| AMZN | AMAZON COM INC | $5.16亿 | 3.42% | 2,478,996 | 53,800 | 2.2% | $1,120.49万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $5.52亿 | 3.66% | 1,632,738 | 98,123 | 6.4% | $3,316.07万 | 加仓 |
| GOOG | ALPHABET INC | $7.09亿 | 4.70% | 2,470,955 | 32,871 | 1.3% | $942.94万 | 加仓 |
| AAPL | APPLE INC | $8.27亿 | 5.48% | 3,258,851 | 56,254 | 1.8% | $1,427.67万 | 加仓 |
| MSFT | MICROSOFT CORP | $10.47亿 | 6.94% | 2,827,825 | 132,390 | 4.9% | $4,900.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $14.29亿 | 9.47% | 8,192,840 | 198,915 | 2.5% | $3,469.08万 | 加仓 |