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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $15.96亿 | 9.45% | 7,974,683 | -218,157 | -2.7% | -$4,365.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $10.54亿 | 6.25% | 2,825,808 | -2,017 | -0.1% | -$75.24万 | 减仓 |
| AAPL | APPLE INC | $9.43亿 | 5.59% | 3,258,851 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $8.75亿 | 5.18% | 2,475,768 | 4,813 | 0.2% | $170.06万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7.43亿 | 4.40% | 1,555,194 | -77,544 | -4.7% | -$3,703.27万 | 减仓 |
| AMZN | AMAZON COM INC | $5.88亿 | 3.48% | 2,466,179 | -12,817 | -0.5% | -$305.48万 | 减仓 |
| LLY | ELI LILLY & CO | $5.73亿 | 3.40% | 478,077 | 900 | 0.2% | $107.95万 | 加仓 |
| BAC | BANK OF AMER CORP | $5.45亿 | 3.23% | 9,562,619 | 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 |
| V | VISA INC | $4.88亿 | 2.89% | 1,423,049 | 0 | 0.0% | — | 不变 |
| LIN | LINDE PLC | $4.62亿 | 2.74% | 890,930 | -17,526 | -1.9% | -$909.49万 | 减仓 |
| PLD | PROLOGIS INC. | $4.20亿 | 2.49% | 3,101,097 | -707,675 | -18.6% | -$9,586.87万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3.53亿 | 2.09% | 360,645 | -1,869 | -0.5% | -$182.81万 | 减仓 |
| AVGO | BROADCOM INC | $3.14亿 | 1.86% | 831,667 | 4,618 | 0.6% | $174.44万 | 加仓 |
| GOOGL | ALPHABET INC | $3.01亿 | 1.78% | 841,228 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $2.93亿 | 1.74% | 520,699 | 4,268 | 0.8% | $240.41万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.92亿 | 1.73% | 253,300 | 253,300 | — | $2.92亿 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $2.79亿 | 1.65% | 853,194 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $2.66亿 | 1.58% | 2,162,201 | -35,513 | -1.6% | -$437.20万 | 减仓 |
| MELI | MERCADOLIBRE INC | $2.65亿 | 1.57% | 156,128 | -1,605 | -1.0% | -$272.43万 | 减仓 |
| KO | COCA COLA CO | $2.37亿 | 1.40% | 2,910,053 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $2.30亿 | 1.36% | 500,000 | 0 | 0.0% | — | 不变 |
| FIX | COMFORT SYS USA INC | $2.17亿 | 1.29% | 109,590 | 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 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.06亿 | 1.22% | 412,511 | 0 | 0.0% | — | 不变 |
| KLAC | KLA CORP | $2.04亿 | 1.21% | 675,450 | 30,010 | 4.6% | $905.43万 | 加仓 |
| GE | GE AEROSPACE | $1.64亿 | 0.97% | 439,350 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC | $1.56亿 | 0.93% | 314,765 | 1,848 | 0.6% | $91.80万 | 加仓 |
| C | CITIGROUP INC | $1.54亿 | 0.91% | 1,099,751 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $1.53亿 | 0.91% | 359,646 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $1.48亿 | 0.88% | 3,555,642 | -113,592 | -3.1% | -$474.13万 | 减仓 |
| CRM | SALESFORCE INC | $1.46亿 | 0.86% | 931,126 | -10,094 | -1.1% | -$158.13万 | 减仓 |
| ADBE | ADOBE INC | $1.41亿 | 0.84% | 689,047 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1.30亿 | 0.77% | 128,848 | -12,647 | -8.9% | -$1,279.08万 | 减仓 |
| PGR | PROGRESSIVE CORP | $1.21亿 | 0.72% | 556,076 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1.10亿 | 0.65% | 93,333 | 0 | 0.0% | — | 不变 |
| VZ | VERIZON COMMUNICATIONS INC | $1.08亿 | 0.64% | 2,544,470 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $9,856.46万 | 0.58% | 839,133 | 839,133 | — | $9,856.46万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,799.33万 | 0.58% | 104,753 | 0 | 0.0% | — | 不变 |
| RCL | ROYAL CARIBBEAN GROUP | $9,678.00万 | 0.57% | 304,790 | 0 | 0.0% | — | 不变 |
| URI | UNITED RENTALS INC | $9,482.06万 | 0.56% | 83,698 | 1,002 | 1.2% | $113.52万 | 加仓 |
| YUM | YUM BRANDS INC | $9,256.97万 | 0.55% | 579,067 | 27,494 | 5.0% | $439.52万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $9,209.32万 | 0.55% | 238,133 | 0 | 0.0% | — | 不变 |
| NFLX | NETFLIX INC. | $9,052.50万 | 0.54% | 1,267,857 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $8,795.81万 | 0.52% | 1,002,143 | 0 | 0.0% | — | 不变 |
| MCD | MCDONALDS CORP | $8,632.62万 | 0.51% | 319,360 | 0 | 0.0% | — | 不变 |
| COF | CAPITAL ONE FINL CORP | $8,614.10万 | 0.51% | 429,374 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $8,591.22万 | 0.51% | 174,917 | 0 | 0.0% | — | 不变 |
| CL | COLGATE PALMOLIVE CO | $7,799.30万 | 0.46% | 850,709 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $7,668.45万 | 0.45% | 1,699,944 | -65,944 | -3.7% | -$297.47万 | 减仓 |
| MS | MORGAN STANLEY | $7,537.90万 | 0.45% | 360,596 | 11,977 | 3.4% | $250.37万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $7,236.90万 | 0.43% | 855,628 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $6,850.94万 | 0.41% | 542,262 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $6,803.87万 | 0.40% | 171,089 | 0 | 0.0% | — | 不变 |
| DHR | DANAHER CORP DEL | $6,737.11万 | 0.40% | 353,691 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $6,438.86万 | 0.38% | 20,147 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA INC | $6,196.20万 | 0.37% | 155,989 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $6,068.89万 | 0.36% | 649,774 | 0 | 0.0% | — | 不变 |
| SLB | SLB LIMITED | $5,350.02万 | 0.32% | 1,150,790 | -129,668 | -10.1% | -$602.83万 | 减仓 |
| SRE | SEMPRA | $5,064.17万 | 0.30% | 546,238 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $5,035.59万 | 0.30% | 129,154 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE CORP | $4,833.30万 | 0.29% | 203,131 | 0 | 0.0% | — | 不变 |
| ETR | ENTERGY CORP NEW | $4,618.22万 | 0.27% | 402,074 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $4,578.63万 | 0.27% | 166,085 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC INC | $4,351.72万 | 0.26% | 371,149 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC | $4,292.10万 | 0.25% | 257,521 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION | $4,096.95万 | 0.24% | 130,128 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $4,074.58万 | 0.24% | 122,843 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH INC | $4,054.39万 | 0.24% | 170,668 | 0 | 0.0% | — | 不变 |
| BKR | BAKER HUGHES COMPANY | $4,044.61万 | 0.24% | 729,153 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $4,005.81万 | 0.24% | 350,833 | 0 | 0.0% | — | 不变 |
| BSX | BOSTON SCIENTIFIC CORP | $3,962.51万 | 0.23% | 928,424 | -23,558 | -2.5% | -$100.55万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $3,923.18万 | 0.23% | 118,841 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $3,822.03万 | 0.23% | 470,925 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $3,463.83万 | 0.21% | 742,992 | 0 | 0.0% | — | 不变 |
| COR | CENCORA INC | $3,278.30万 | 0.19% | 115,849 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC | $3,261.99万 | 0.19% | 294,856 | 0 | 0.0% | — | 不变 |
| SAP | SAP SE | $3,018.94万 | 0.18% | 195,895 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD INSURANCE GROUP INC | $2,676.20万 | 0.16% | 201,947 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $2,671.92万 | 0.16% | 59,247 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $2,366.19万 | 0.14% | 45,925 | 2,267 | 5.2% | $116.80万 | 加仓 |
| ORCL | ORACLE CORP | $2,276.19万 | 0.13% | 155,318 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,047.67万 | 0.12% | 155,622 | 0 | 0.0% | — | 不变 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,825.09万 | 0.11% | 69,828 | 0 | 0.0% | — | 不变 |
| ATO | ATMOS ENERGY CORP | $1,820.96万 | 0.11% | 105,704 | 0 | 0.0% | — | 不变 |
| ES | EVERSOURCE ENERGY | $1,820.00万 | 0.11% | 251,833 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $1,446.09万 | 0.09% | 55,525 | -56,228 | -50.3% | -$1,464.40万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,434.09万 | 0.08% | 24,687 | 8,268 | 50.4% | $480.30万 | 加仓 |
| ITT | ITT INC | $887.03万 | 0.05% | 44,854 | 11,806 | 35.7% | $233.48万 | 加仓 |
| WELL | WELLTOWER INC | $840.70万 | 0.05% | 37,040 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $777.79万 | 0.05% | 30,909 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $776.35万 | 0.05% | 17,916 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $704.32万 | 0.04% | 59,117 | 0 | 0.0% | — | 不变 |
| LEVI | LEVI STRAUSS & CO NEW | $619.53万 | 0.04% | 249,510 | 77,465 | 45.0% | $192.35万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $579.78万 | 0.03% | 19,463 | 19,463 | — | $579.78万 | 新建仓 |
| WWD | WOODWARD INC | $552.35万 | 0.03% | 12,983 | -1,969 | -13.2% | -$83.77万 | 减仓 |
| APH | AMPHENOL CORP | $535.34万 | 0.03% | 30,362 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $484.62万 | 0.03% | 362,742 | 22,234 | 6.5% | $29.70万 | 加仓 |
| CLS | CELESTICA INC | $421.31万 | 0.02% | 11,549 | 8,795 | 319.4% | $320.84万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $417.70万 | 0.02% | 43,035 | 0 | 0.0% | — | 不变 |