Tredje AP-fonden
SE-111 91 STOCKHOLM V7 · SEC CIK 0001650290
$182.84亿2026Q1 申报市值
555持仓数
32.7%前十大占比 · 第一大 6.8%
198 / 8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
NVDA 加仓+$4.06亿
GOOG 加仓+$2.82亿
AAPL 加仓+$2.57亿
TSLA 加仓+$2.52亿
MSFT 加仓+$1.49亿
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$1.42亿
MCK 减仓-$7,243.06万
JPM 减仓-$6,905.70万
ETN 减仓-$6,744.19万
TJX 减仓-$6,681.72万
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 |
|---|---|---|---|---|---|---|---|---|
| CG | CARLYLE GROUP INC | $501.79万 | 0.03% | 103,696 | 64,388 | 163.8% | $311.57万 | 加仓 |
| AVY | AVERY DENNISON CORP | $503.26万 | 0.03% | 29,144 | 19,538 | 203.4% | $337.38万 | 加仓 |
| MAS | MASCO CORP | $512.96万 | 0.03% | 84,969 | 59,679 | 236.0% | $360.28万 | 加仓 |
| FTV | FORTIVE CORP | $514.88万 | 0.03% | 93,140 | -134,460 | -59.1% | -$743.29万 | 重新持有 |
| IT | GARTNER INC | $516.00万 | 0.03% | 32,588 | 21,231 | 186.9% | $336.17万 | 加仓 |
| GPC | GENUINE PARTS CO | $519.04万 | 0.03% | 49,082 | 32,693 | 199.5% | $345.73万 | 加仓 |
| FTAI | FTAI AVIATION LTD | $520.40万 | 0.03% | 21,241 | 21,241 | — | $520.40万 | 新建仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $521.39万 | 0.03% | 24,152 | 24,152 | — | $521.39万 | 新建仓 |
| LDOS | LEIDOS HOLDINGS INC | $523.04万 | 0.03% | 33,632 | 23,981 | 248.5% | $372.95万 | 重新持有 |
| RDDT | REDDIT INC | $524.22万 | 0.03% | 38,932 | -91,664 | -70.2% | -$1,234.26万 | 减仓 |
| REG | REGENCY CTRS CORP | $524.69万 | 0.03% | 69,348 | 59,142 | 579.5% | $447.47万 | 加仓 |
| GIS | GENERAL MILLS INC | $526.70万 | 0.03% | 141,510 | 141,510 | — | $526.70万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $527.66万 | 0.03% | 234,621 | 234,621 | — | $527.66万 | 新建仓 |
| CNC | CENTENE CORP DEL | $529.40万 | 0.03% | 161,698 | 161,698 | — | $529.40万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $532.78万 | 0.03% | 98,882 | 98,882 | — | $532.78万 | 新建仓 |
| INVH | INVITATION HOMES INC | $534.10万 | 0.03% | 214,931 | 160,105 | 292.0% | $397.86万 | 加仓 |
| GLPI | GAMING & LEISURE P | $536.30万 | 0.03% | 120,871 | 99,164 | 456.8% | $439.99万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $536.40万 | 0.03% | 150,251 | 150,251 | — | $536.40万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $538.25万 | 0.03% | 35,157 | 35,157 | — | $538.25万 | 新建仓 |
| ALAB | ASTERA LABS INC | $540.90万 | 0.03% | 49,352 | 18,075 | 57.8% | $198.10万 | 加仓 |
| ROL | ROLLINS INC | $541.21万 | 0.03% | 101,331 | 101,331 | — | $541.21万 | 新建仓 |
| GGG | GRACO INC | $547.96万 | 0.03% | 64,732 | 50,158 | 344.2% | $424.59万 | 加仓 |
| HUBS | HUBSPOT INC | $548.25万 | 0.03% | 22,460 | 16,230 | 260.5% | $396.17万 | 加仓 |
| TRU | TRANSUNION | $550.39万 | 0.03% | 79,547 | 53,321 | 203.3% | $368.93万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $558.24万 | 0.03% | 42,374 | -42,129 | -49.9% | -$555.01万 | 减仓 |
| NDSN | NORDSON CORP | $561.47万 | 0.03% | 21,103 | -62,858 | -74.9% | -$1,672.40万 | 减仓 |
| CSL | CARLISLE COS INC | $564.35万 | 0.03% | 16,916 | 11,764 | 228.3% | $392.47万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $564.92万 | 0.03% | 60,181 | 181 | 0.3% | $1.70万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC | $566.00万 | 0.03% | 55,517 | 55,517 | — | $566.00万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $572.20万 | 0.03% | 48,877 | 48,877 | — | $572.20万 | 新建仓 |
| EG | EVEREST GROUP LTD | $573.39万 | 0.03% | 17,543 | 11,785 | 204.7% | $385.19万 | 加仓 |
| COO | COOPER COS INC | $577.38万 | 0.03% | 80,752 | 47,569 | 143.4% | $340.12万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $585.63万 | 0.03% | 127,867 | 127,867 | — | $585.63万 | 新建仓 |
| TW | TRADEWEB MKTS INC | $588.66万 | 0.03% | 50,031 | 36,754 | 276.8% | $432.45万 | 加仓 |
| WPC | WP CAREY INC | $590.78万 | 0.03% | 86,930 | 64,252 | 283.3% | $436.66万 | 加仓 |
| AMCR | AMCOR PLC | $592.49万 | 0.03% | 149,053 | 149,053 | — | $592.49万 | 新建仓 |
| TSN | TYSON FOODS INC | $592.79万 | 0.03% | 92,523 | 92,523 | — | $592.79万 | 新建仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $597.44万 | 0.03% | 35,975 | 35,975 | — | $597.44万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $604.68万 | 0.03% | 269,104 | 175,883 | 188.7% | $395.21万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $605.19万 | 0.03% | 84,323 | 84,323 | — | $605.19万 | 新建仓 |
| SUI | SUN CMNTYS INC | $605.28万 | 0.03% | 48,053 | 34,581 | 256.7% | $435.58万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $605.29万 | 0.03% | 25,012 | 18,201 | 267.2% | $440.46万 | 加仓 |
| ZS | ZSCALER INC | $605.60万 | 0.03% | 43,168 | 31,187 | 260.3% | $437.52万 | 加仓 |
| BG | BUNGE GLOBAL SA | $605.96万 | 0.03% | 47,638 | 30,538 | 178.6% | $388.44万 | 重新持有 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $612.56万 | 0.03% | 67,559 | 67,559 | — | $612.56万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $617.36万 | 0.03% | 76,634 | 76,634 | — | $617.36万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $617.84万 | 0.03% | 91,437 | 72,129 | 373.6% | $487.38万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $628.14万 | 0.03% | 41,876 | -140,843 | -77.1% | -$2,112.64万 | 减仓 |
| PODD | INSULET CORP | $629.12万 | 0.03% | 29,981 | 22,239 | 287.3% | $466.66万 | 加仓 |
| BURL | BURLINGTON STORES INC | $645.98万 | 0.04% | 19,853 | 19,853 | — | $645.98万 | 新建仓 |
| IEX | IDEX CORP | $647.79万 | 0.04% | 34,175 | -70,703 | -67.4% | -$1,340.18万 | 减仓 |
| CSGP | COSTAR GROUP INC | $652.11万 | 0.04% | 161,654 | 120,971 | 297.4% | $488.00万 | 加仓 |
| INTR | INTER & CO INC | $653.91万 | 0.04% | 821,500 | -518,887 | -38.7% | -$413.03万 | 减仓 |
| LEN | LENNAR CORP | $655.50万 | 0.04% | 75,484 | 51,340 | 212.6% | $445.84万 | 加仓 |
| PNR | PENTAIR PLC | $655.91万 | 0.04% | 75,297 | 53,728 | 249.1% | $468.02万 | 加仓 |
| CDW | CDW CORP | $662.23万 | 0.04% | 54,721 | 39,597 | 261.8% | $479.20万 | 加仓 |
| BALL | BALL CORP | $662.44万 | 0.04% | 112,069 | 81,638 | 268.3% | $482.56万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $667.97万 | 0.04% | 112,928 | 112,928 | — | $667.97万 | 新建仓 |
| PINS | PINTEREST INC | $669.60万 | 0.04% | 365,105 | -950,538 | -72.2% | -$1,743.29万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $674.80万 | 0.04% | 31,845 | 20,004 | 168.9% | $423.88万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $675.62万 | 0.04% | 19,733 | 14,706 | 292.5% | $503.50万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $683.17万 | 0.04% | 27,257 | 17,074 | 167.7% | $427.94万 | 加仓 |
| ENTG | ENTEGRIS INC | $686.49万 | 0.04% | 58,554 | 34,141 | 139.8% | $400.27万 | 加仓 |
| COHR | COHERENT CORP | $695.57万 | 0.04% | 29,200 | -62,803 | -68.3% | -$1,496.03万 | 减仓 |
| ILMN | ILLUMINA INC | $702.95万 | 0.04% | 57,030 | 34,281 | 150.7% | $422.55万 | 加仓 |
| PPG | PPG INDS INC | $706.31万 | 0.04% | 66,084 | 66,084 | — | $706.31万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $706.43万 | 0.04% | 444,854 | 444,854 | — | $706.43万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $712.02万 | 0.04% | 3,778 | 2,625 | 227.7% | $494.72万 | 加仓 |
| MDB | MONGODB INC | $712.26万 | 0.04% | 29,099 | 29,099 | — | $712.26万 | 新建仓 |
| AS | AMER SPORTS INC | $712.39万 | 0.04% | 216,400 | 216,400 | — | $712.39万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $717.38万 | 0.04% | 50,086 | 37,507 | 298.2% | $537.21万 | 加仓 |
| SNA | SNAP ON INC | $717.40万 | 0.04% | 19,751 | 13,512 | 216.6% | $490.78万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $717.49万 | 0.04% | 152,950 | 152,950 | — | $717.49万 | 新建仓 |
| P | EVERPURE INC | $721.17万 | 0.04% | 122,150 | 90,183 | 282.1% | $532.44万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $728.71万 | 0.04% | 44,849 | 35,481 | 378.7% | $576.50万 | 加仓 |
| HUM | HUMANA INC | $731.32万 | 0.04% | 42,178 | 42,178 | — | $731.32万 | 新建仓 |
| WY | WEYERHAEUSER CO MTN BE | $735.25万 | 0.04% | 300,962 | 199,254 | 195.9% | $486.78万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $735.57万 | 0.04% | 81,350 | 55,741 | 217.7% | $504.01万 | 加仓 |
| FFIV | F5 INC | $738.54万 | 0.04% | 25,526 | 17,843 | 232.2% | $516.25万 | 加仓 |
| RS | RELIANCE INC | $752.11万 | 0.04% | 24,747 | 8,319 | 50.6% | $252.83万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $754.00万 | 0.04% | 66,152 | 66,152 | — | $754.00万 | 新建仓 |
| RPM | RPM INTL INC | $756.52万 | 0.04% | 76,109 | 49,983 | 191.3% | $496.83万 | 加仓 |
| KEY | KEYCORP | $760.33万 | 0.04% | 379,215 | 214,673 | 130.5% | $430.42万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $762.28万 | 0.04% | 55,568 | 55,568 | — | $762.28万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $764.74万 | 0.04% | 79,272 | 58,697 | 285.3% | $566.25万 | 重新持有 |
| BRO | BROWN & BROWN INC | $767.98万 | 0.04% | 117,770 | 84,331 | 252.2% | $549.92万 | 加仓 |
| CPAY | CORPAY INC | $768.88万 | 0.04% | 26,423 | 17,546 | 197.7% | $510.57万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $773.53万 | 0.04% | 194,110 | 125,978 | 184.9% | $502.02万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $778.40万 | 0.04% | 13,127 | 7,566 | 136.1% | $448.65万 | 加仓 |
| TWLO | TWILIO INC | $780.71万 | 0.04% | 62,050 | 43,113 | 227.7% | $542.45万 | 加仓 |
| PTC | PTC INC | $786.33万 | 0.04% | 55,185 | 39,731 | 257.1% | $566.13万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $790.86万 | 0.04% | 45,951 | 36,482 | 385.3% | $627.89万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $790.91万 | 0.04% | 68,548 | -40,894 | -37.4% | -$471.83万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $792.26万 | 0.04% | 87,892 | 63,300 | 257.4% | $570.59万 | 加仓 |
| WRB | BERKLEY W R CORP | $793.60万 | 0.04% | 119,735 | 90,595 | 310.9% | $600.46万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $794.60万 | 0.04% | 41,876 | -18,124 | -30.2% | -$343.90万 | 减仓 |
| PAYX | PAYCHEX INC | $797.29万 | 0.04% | 86,549 | 86,549 | — | $797.29万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $806.30万 | 0.04% | 49,360 | 36,537 | 284.9% | $596.83万 | 加仓 |
| PKG | PACKAGING CORP AMER | $815.18万 | 0.04% | 38,412 | 26,412 | 220.1% | $560.52万 | 加仓 |
| NTAP | NETAPP INC | $815.27万 | 0.04% | 79,624 | 56,679 | 247.0% | $580.34万 | 加仓 |