AMF Tjanstepension AB
STOCKHOLM V7 · SEC CIK 0001553562
$168.78亿2026Q2 申报市值
121持仓数
47.1%前十大占比 · 第一大 9.5%
8 / 4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
MU 新建仓+$2.92亿
CSCO 新建仓+$9,856.46万
KLAC 加仓+$905.43万
MRVL 新建仓+$579.78万
AMD 加仓+$480.30万
2026Q2 卖出最多 按季末市值估算
WDC 减仓-$3.34亿
PLD 减仓-$9,586.87万
NVDA 减仓-$4,365.10万
TSM 减仓-$3,703.27万
VLO 减仓-$1,464.40万
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 |
|---|---|---|---|---|---|---|---|---|
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.06亿 | 1.22% | 412,511 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HLDG LTD | $2.07亿 | 1.23% | 2,160,591 | -46,043 | -2.1% | -$441.92万 | 减仓 |
| FIX | COMFORT SYS USA INC | $2.17亿 | 1.29% | 109,590 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.30亿 | 1.36% | 500,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $2.37亿 | 1.40% | 2,910,053 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $2.65亿 | 1.57% | 156,128 | -1,605 | -1.0% | -$272.43万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.66亿 | 1.58% | 2,162,201 | -35,513 | -1.6% | -$437.20万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.79亿 | 1.65% | 853,194 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $2.92亿 | 1.73% | 253,300 | 253,300 | — | $2.92亿 | 新建仓 |
| META | META PLATFORMS INC | $2.93亿 | 1.74% | 520,699 | 4,268 | 0.8% | $240.41万 | 加仓 |
| GOOGL | ALPHABET INC | $3.01亿 | 1.78% | 841,228 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $3.14亿 | 1.86% | 831,667 | 4,618 | 0.6% | $174.44万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $3.53亿 | 2.09% | 360,645 | -1,869 | -0.5% | -$182.81万 | 减仓 |
| PLD | PROLOGIS INC. | $4.20亿 | 2.49% | 3,101,097 | -707,675 | -18.6% | -$9,586.87万 | 减仓 |
| LIN | LINDE PLC | $4.62亿 | 2.74% | 890,930 | -17,526 | -1.9% | -$909.49万 | 减仓 |
| V | VISA INC | $4.88亿 | 2.89% | 1,423,049 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $5.43亿 | 3.22% | 850,847 | -523,063 | -38.1% | -$3.34亿 | 减仓 |
| BAC | BANK OF AMER CORP | $5.45亿 | 3.23% | 9,562,619 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $5.73亿 | 3.40% | 478,077 | 900 | 0.2% | $107.95万 | 加仓 |
| AMZN | AMAZON COM INC | $5.88亿 | 3.48% | 2,466,179 | -12,817 | -0.5% | -$305.48万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.43亿 | 4.40% | 1,555,194 | -77,544 | -4.7% | -$3,703.27万 | 减仓 |
| GOOG | ALPHABET INC | $8.75亿 | 5.18% | 2,475,768 | 4,813 | 0.2% | $170.06万 | 加仓 |
| AAPL | APPLE INC | $9.43亿 | 5.59% | 3,258,851 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $10.54亿 | 6.25% | 2,825,808 | -2,017 | -0.1% | -$75.24万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $15.96亿 | 9.45% | 7,974,683 | -218,157 | -2.7% | -$4,365.10万 | 减仓 |