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 |
|---|---|---|---|---|---|---|---|---|
| BNY | BANK OF NY MELLON CORP | $394.41万 | 0.02% | 27,274 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $361.25万 | 0.02% | 10,243 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $217.08万 | 0.01% | 5,503 | 5,503 | — | $217.08万 | 新建仓 |
| MRK | MERCK & CO INC | $204.92万 | 0.01% | 15,947 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $200.95万 | 0.01% | 11,323 | 0 | 0.0% | — | 不变 |
| APTV | APTIV PLC | $194.87万 | 0.01% | 31,748 | -17,127 | -35.0% | -$105.13万 | 减仓 |
| NXPI | NXP SEMICONDUCTORS N V | $193.83万 | 0.01% | 6,897 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $190.64万 | 0.01% | 2,523 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $186.00万 | 0.01% | 6,735 | 6,735 | — | $186.00万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $181.90万 | 0.01% | 44,506 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $180.23万 | 0.01% | 24,208 | 0 | 0.0% | — | 不变 |
| BIRK | BIRKENSTOCK HOLDING PLC | $160.76万 | 0.01% | 37,359 | 37,359 | — | $160.76万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $160.03万 | 0.01% | 14,827 | 0 | 0.0% | — | 不变 |
| EW | EDWARDS LIFESCIENCES CORP | $144.60万 | 0.01% | 15,985 | 15,985 | — | $144.60万 | 新建仓 |
| BAP | CREDICORP LTD | $132.46万 | 0.01% | 3,400 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN | $127.54万 | 0.01% | 6,772 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LABS INC | $110.13万 | 0.01% | 2,092 | 0 | 0.0% | — | 不变 |
| FLEX | FLEX LTD | $103.34万 | 0.01% | 6,376 | 6,376 | — | $103.34万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $93.18万 | 0.01% | 3,949 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECHNOLOGIES INC | $85.33万 | 0.01% | 6,424 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $53.76万 | 0.00% | 7,481 | 0 | 0.0% | — | 不变 |
| SCI | SERVICE CORP INTL | $0 | 0.00% | 0 | -99,465 | -100.0% | -$820.69万 | 清仓 |
| ONTO | ONTO INNOVATION INC | $0 | 0.00% | 0 | -20,241 | -100.0% | -$415.08万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -8,787 | -100.0% | -$373.75万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -6,880 | -100.0% | -$118.73万 | 清仓 |