Tredje AP-fonden
SE-111 91 STOCKHOLM V7 · SEC CIK 0001650290
$220.99亿2026Q2 申报市值
424持仓数
34.0%前十大占比 · 第一大 6.8%
17 / 149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
QAI 加仓+$1.68亿
FLSP 加仓+$1.67亿
AAPL 加仓+$1.25亿
MU 加仓+$1.11亿
AMZN 加仓+$7,087.21万
2026Q2 卖出最多 按季末市值估算
AMPLIFY ETF TR 清仓-$2.03亿
ITUB 减仓-$3,957.63万
KMI 减仓-$2,876.39万
WDC 减仓-$2,442.15万
BRK/B 减仓-$2,138.17万
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $5,418.34万 | 0.25% | 587,227 | 34,329 | 6.2% | $316.75万 | 加仓 |
| BA | BOEING CO | $5,424.09万 | 0.25% | 250,570 | -35,300 | -12.3% | -$764.14万 | 减仓 |
| OKE | ONEOK INC NEW | $5,674.57万 | 0.26% | 652,699 | -212,551 | -24.6% | -$1,847.92万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $5,815.53万 | 0.26% | 115,995 | -16,389 | -12.4% | -$821.68万 | 减仓 |
| UNP | UNION PAC CORP | $5,973.45万 | 0.27% | 219,612 | 48,633 | 28.4% | $1,322.82万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $5,999.07万 | 0.27% | 177,356 | 15,876 | 9.8% | $537.01万 | 加仓 |
| PEP | PEPSICO INC | $6,036.67万 | 0.27% | 445,840 | 41,493 | 10.3% | $561.82万 | 加仓 |
| QCOM | QUALCOMM INC | $6,079.41万 | 0.28% | 328,990 | 22,620 | 7.4% | $417.99万 | 加仓 |
| TJX | TJX COS INC NEW | $6,096.81万 | 0.28% | 402,430 | -22,161 | -5.2% | -$335.74万 | 减仓 |
| AMGN | AMGEN INC | $6,133.59万 | 0.28% | 169,380 | 13,932 | 9.0% | $504.51万 | 加仓 |
| ETN | EATON CORP PLC | $6,152.70万 | 0.28% | 144,389 | 5,435 | 3.9% | $231.60万 | 加仓 |
| GLW | CORNING INC | $6,231.85万 | 0.28% | 243,975 | 4,390 | 1.8% | $112.13万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $6,241.23万 | 0.28% | 1,474,074 | -178,850 | -10.8% | -$757.25万 | 减仓 |
| MCD | MCDONALDS CORP | $6,364.12万 | 0.29% | 235,438 | 28,065 | 13.5% | $758.63万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,437.70万 | 0.29% | 84,358 | 9,786 | 13.1% | $746.81万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $6,516.83万 | 0.29% | 742,489 | 128,260 | 20.9% | $1,125.74万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $6,639.05万 | 0.30% | 390,808 | 74,175 | 23.4% | $1,260.08万 | 加仓 |
| DIS | DISNEY WALT CO | $6,762.26万 | 0.31% | 702,572 | 159,265 | 29.3% | $1,532.93万 | 加仓 |
| WELL | WELLTOWER INC | $6,872.72万 | 0.31% | 302,803 | 91,891 | 43.6% | $2,085.65万 | 加仓 |
| ADI | ANALOG DEVICES INC | $6,878.31万 | 0.31% | 173,183 | 32,022 | 22.7% | $1,271.82万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $7,024.58万 | 0.32% | 109,979 | -38,235 | -25.8% | -$2,442.15万 | 减仓 |
| APH | AMPHENOL CORP | $7,267.22万 | 0.33% | 412,161 | 51,473 | 14.3% | $907.57万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $7,688.93万 | 0.35% | 79,678 | -13,595 | -14.6% | -$1,311.92万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7,834.35万 | 0.35% | 229,733 | 29,295 | 14.6% | $999.02万 | 加仓 |
| ORCL | ORACLE CORP | $7,976.99万 | 0.36% | 544,319 | 9,047 | 1.7% | $132.58万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,101.52万 | 0.37% | 288,095 | 15,771 | 5.8% | $443.50万 | 加仓 |
| LIN | LINDE PLC | $8,222.40万 | 0.37% | 158,446 | 1,830 | 1.2% | $94.97万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $8,366.51万 | 0.38% | 280,859 | -9,578 | -3.3% | -$285.32万 | 减仓 |
| — | TIDAL TRUST II | $8,689.73万 | 0.39% | 4,936,785 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $8,788.13万 | 0.40% | 420,404 | 59,946 | 16.6% | $1,253.11万 | 加仓 |
| C | CITIGROUP INC | $8,797.76万 | 0.40% | 628,591 | 83,938 | 15.4% | $1,174.80万 | 加仓 |
| WFC | WELLS FARGO CO NEW | $8,814.65万 | 0.40% | 1,066,632 | -9,928 | -0.9% | -$82.04万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $9,455.39万 | 0.43% | 1,041,801 | -218,100 | -17.3% | -$1,979.48万 | 减仓 |
| TXN | TEXAS INSTRS INC | $9,916.07万 | 0.45% | 332,676 | 70,538 | 26.9% | $2,102.53万 | 加仓 |
| KO | COCA COLA CO | $1.01亿 | 0.46% | 1,240,754 | -139,132 | -10.1% | -$1,130.73万 | 减仓 |
| MRK | MERCK & CO INC | $1.01亿 | 0.46% | 786,562 | -54,886 | -6.5% | -$705.29万 | 减仓 |
| GEV | GE VERNOVA INC | $1.02亿 | 0.46% | 87,105 | 6,695 | 8.3% | $786.57万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.03亿 | 0.47% | 101,949 | 11,172 | 12.3% | $1,129.90万 | 加仓 |
| NFLX | NETFLIX INC. | $1.05亿 | 0.48% | 1,471,060 | 223,108 | 17.9% | $1,592.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.08亿 | 0.49% | 733,787 | 173,570 | 31.0% | $2,545.23万 | 加仓 |
| HD | HOME DEPOT INC | $1.15亿 | 0.52% | 326,914 | 8,447 | 2.7% | $297.91万 | 加仓 |
| GE | GE AEROSPACE | $1.25亿 | 0.57% | 334,994 | 25,002 | 8.1% | $934.40万 | 加仓 |
| KLAC | KLA CORP | $1.28亿 | 0.58% | 425,000 | -26,870 | -5.9% | -$810.69万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.32亿 | 0.60% | 2,311,554 | -10,098 | -0.4% | -$57.54万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.32亿 | 0.60% | 318,361 | 57,139 | 21.9% | $2,374.87万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.36亿 | 0.61% | 145,249 | 14,054 | 10.7% | $1,314.71万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.37亿 | 0.62% | 266,930 | -12,231 | -4.4% | -$628.18万 | 减仓 |
| ABBV | ABBVIE INC | $1.38亿 | 0.62% | 548,411 | -10,678 | -1.9% | -$268.70万 | 减仓 |
| CAT | CATERPILLAR INC | $1.54亿 | 0.70% | 144,911 | 15,378 | 11.9% | $1,637.60万 | 加仓 |
| WMT | WALMART INC | $1.57亿 | 0.71% | 1,382,854 | 87,018 | 6.7% | $985.57万 | 加仓 |
| CSCO | CISCO SYS INC | $1.57亿 | 0.71% | 1,335,729 | 2,916 | 0.2% | $34.25万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.70亿 | 0.77% | 356,521 | 32,200 | 9.9% | $1,537.78万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.81亿 | 0.82% | 417,222 | 2,806 | 0.7% | $121.59万 | 加仓 |
| V | VISA INC | $1.91亿 | 0.87% | 557,405 | 18,618 | 3.5% | $638.76万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1.91亿 | 0.87% | 753,095 | 47,620 | 6.8% | $1,209.41万 | 加仓 |
| INTC | INTEL CORP | $1.92亿 | 0.87% | 1,376,579 | 17,898 | 1.3% | $249.91万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.02亿 | 0.91% | 278,914 | 47,086 | 20.3% | $3,404.32万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $2.25亿 | 1.02% | 450,065 | -42,730 | -8.7% | -$2,138.17万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $2.85亿 | 1.29% | 869,560 | -3,011 | -0.3% | -$98.56万 | 减仓 |
| LLY | ELI LILLY & CO | $3.08亿 | 1.40% | 257,172 | 21,283 | 9.0% | $2,552.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.31亿 | 1.50% | 569,493 | 75,796 | 15.4% | $4,403.07万 | 加仓 |
| TSLA | TESLA INC | $3.76亿 | 1.70% | 893,250 | 84,311 | 10.4% | $3,546.12万 | 加仓 |
| FLSP | FRANKLIN TEMPLETON ETF TR | $3.90亿 | 1.76% | 14,075,000 | 6,025,000 | 74.8% | $1.67亿 | 加仓 |
| QAI | NEW YORK LIFE INVESTMENTS ET | $3.97亿 | 1.80% | 10,860,000 | 4,585,000 | 73.1% | $1.68亿 | 加仓 |
| META | META PLATFORMS INC | $4.10亿 | 1.85% | 727,002 | 66,512 | 10.1% | $3,746.55万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $4.82亿 | 2.18% | 417,711 | 96,497 | 30.0% | $1.11亿 | 加仓 |
| AVGO | BROADCOM INC | $5.51亿 | 2.49% | 1,459,596 | 136,224 | 10.3% | $5,145.86万 | 加仓 |
| GOOG | ALPHABET INC | $5.61亿 | 2.54% | 1,587,685 | 49,582 | 3.2% | $1,751.88万 | 加仓 |
| GOOGL | ALPHABET INC | $6.46亿 | 2.92% | 1,807,046 | 194,783 | 12.1% | $6,960.96万 | 加仓 |
| AMZN | AMAZON COM INC | $7.45亿 | 3.37% | 3,127,808 | 297,357 | 10.5% | $7,087.21万 | 加仓 |
| MSFT | MICROSOFT CORP | $8.41亿 | 3.81% | 2,255,278 | 146,250 | 6.9% | $5,455.42万 | 加仓 |
| AAPL | APPLE INC | $13.80亿 | 6.25% | 4,769,889 | 432,384 | 10.0% | $1.25亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $14.97亿 | 6.78% | 7,483,918 | 311,384 | 4.3% | $6,230.48万 | 加仓 |