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 |
|---|---|---|---|---|---|---|---|---|
| COHR | COHERENT CORP | $695.57万 | 0.04% | 29,200 | -62,803 | -68.3% | -$1,496.03万 | 减仓 |
| ENTG | ENTEGRIS INC | $686.49万 | 0.04% | 58,554 | 34,141 | 139.8% | $400.27万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $683.17万 | 0.04% | 27,257 | 17,074 | 167.7% | $427.94万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $675.62万 | 0.04% | 19,733 | 14,706 | 292.5% | $503.50万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $674.80万 | 0.04% | 31,845 | 20,004 | 168.9% | $423.88万 | 加仓 |
| PINS | PINTEREST INC | $669.60万 | 0.04% | 365,105 | -950,538 | -72.2% | -$1,743.29万 | 减仓 |
| VMRK | EQUITY RESIDENTIAL | $667.97万 | 0.04% | 112,928 | 112,928 | — | $667.97万 | 新建仓 |
| BALL | BALL CORP | $662.44万 | 0.04% | 112,069 | 81,638 | 268.3% | $482.56万 | 加仓 |
| CDW | CDW CORP | $662.23万 | 0.04% | 54,721 | 39,597 | 261.8% | $479.20万 | 加仓 |
| PNR | PENTAIR PLC | $655.91万 | 0.04% | 75,297 | 53,728 | 249.1% | $468.02万 | 加仓 |
| LEN | LENNAR CORP | $655.50万 | 0.04% | 75,484 | 51,340 | 212.6% | $445.84万 | 加仓 |
| INTR | INTER & CO INC | $653.91万 | 0.04% | 821,500 | -518,887 | -38.7% | -$413.03万 | 减仓 |
| CSGP | COSTAR GROUP INC | $652.11万 | 0.04% | 161,654 | 120,971 | 297.4% | $488.00万 | 加仓 |
| IEX | IDEX CORP | $647.79万 | 0.04% | 34,175 | -70,703 | -67.4% | -$1,340.18万 | 减仓 |
| BURL | BURLINGTON STORES INC | $645.98万 | 0.04% | 19,853 | 19,853 | — | $645.98万 | 新建仓 |
| PODD | INSULET CORP | $629.12万 | 0.03% | 29,981 | 22,239 | 287.3% | $466.66万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $628.14万 | 0.03% | 41,876 | -140,843 | -77.1% | -$2,112.64万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $617.84万 | 0.03% | 91,437 | 72,129 | 373.6% | $487.38万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $617.36万 | 0.03% | 76,634 | 76,634 | — | $617.36万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $612.56万 | 0.03% | 67,559 | 67,559 | — | $612.56万 | 新建仓 |
| BG | BUNGE GLOBAL SA | $605.96万 | 0.03% | 47,638 | 30,538 | 178.6% | $388.44万 | 重新持有 |
| ZS | ZSCALER INC | $605.60万 | 0.03% | 43,168 | 31,187 | 260.3% | $437.52万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $605.29万 | 0.03% | 25,012 | 18,201 | 267.2% | $440.46万 | 加仓 |
| SUI | SUN CMNTYS INC | $605.28万 | 0.03% | 48,053 | 34,581 | 256.7% | $435.58万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $605.19万 | 0.03% | 84,323 | 84,323 | — | $605.19万 | 新建仓 |
| KIM | KIMCO REALTY CORP | $604.68万 | 0.03% | 269,104 | 175,883 | 188.7% | $395.21万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $597.44万 | 0.03% | 35,975 | 35,975 | — | $597.44万 | 新建仓 |
| TSN | TYSON FOODS INC | $592.79万 | 0.03% | 92,523 | 92,523 | — | $592.79万 | 新建仓 |
| AMCR | AMCOR PLC | $592.49万 | 0.03% | 149,053 | 149,053 | — | $592.49万 | 新建仓 |
| WPC | WP CAREY INC | $590.78万 | 0.03% | 86,930 | 64,252 | 283.3% | $436.66万 | 加仓 |
| TW | TRADEWEB MKTS INC | $588.66万 | 0.03% | 50,031 | 36,754 | 276.8% | $432.45万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $585.63万 | 0.03% | 127,867 | 127,867 | — | $585.63万 | 新建仓 |
| COO | COOPER COS INC | $577.38万 | 0.03% | 80,752 | 47,569 | 143.4% | $340.12万 | 加仓 |
| EG | EVEREST GROUP LTD | $573.39万 | 0.03% | 17,543 | 11,785 | 204.7% | $385.19万 | 加仓 |
| ECHO | ECHOSTAR CORP | $572.20万 | 0.03% | 48,877 | 48,877 | — | $572.20万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $566.00万 | 0.03% | 55,517 | 55,517 | — | $566.00万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $564.92万 | 0.03% | 60,181 | 181 | 0.3% | $1.70万 | 加仓 |
| CSL | CARLISLE COS INC | $564.35万 | 0.03% | 16,916 | 11,764 | 228.3% | $392.47万 | 加仓 |
| NDSN | NORDSON CORP | $561.47万 | 0.03% | 21,103 | -62,858 | -74.9% | -$1,672.40万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $558.24万 | 0.03% | 42,374 | -42,129 | -49.9% | -$555.01万 | 减仓 |
| TRU | TRANSUNION | $550.39万 | 0.03% | 79,547 | 53,321 | 203.3% | $368.93万 | 加仓 |
| HUBS | HUBSPOT INC | $548.25万 | 0.03% | 22,460 | 16,230 | 260.5% | $396.17万 | 加仓 |
| GGG | GRACO INC | $547.96万 | 0.03% | 64,732 | 50,158 | 344.2% | $424.59万 | 加仓 |
| ROL | ROLLINS INC | $541.21万 | 0.03% | 101,331 | 101,331 | — | $541.21万 | 新建仓 |
| ALAB | ASTERA LABS INC | $540.90万 | 0.03% | 49,352 | 18,075 | 57.8% | $198.10万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $538.25万 | 0.03% | 35,157 | 35,157 | — | $538.25万 | 新建仓 |
| IP | INTERNATIONAL PAPER CO | $536.40万 | 0.03% | 150,251 | 150,251 | — | $536.40万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $536.30万 | 0.03% | 120,871 | 99,164 | 456.8% | $439.99万 | 加仓 |
| INVH | INVITATION HOMES INC | $534.10万 | 0.03% | 214,931 | 160,105 | 292.0% | $397.86万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $532.78万 | 0.03% | 98,882 | 98,882 | — | $532.78万 | 新建仓 |
| CNC | CENTENE CORP DEL | $529.40万 | 0.03% | 161,698 | 161,698 | — | $529.40万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $527.66万 | 0.03% | 234,621 | 234,621 | — | $527.66万 | 新建仓 |
| GIS | GENERAL MILLS INC | $526.70万 | 0.03% | 141,510 | 141,510 | — | $526.70万 | 新建仓 |
| REG | REGENCY CTRS CORP | $524.69万 | 0.03% | 69,348 | 59,142 | 579.5% | $447.47万 | 加仓 |
| RDDT | REDDIT INC | $524.22万 | 0.03% | 38,932 | -91,664 | -70.2% | -$1,234.26万 | 减仓 |
| LDOS | LEIDOS HOLDINGS INC | $523.04万 | 0.03% | 33,632 | 23,981 | 248.5% | $372.95万 | 重新持有 |
| CHTR | CHARTER COMMUNICATIONS INC | $521.39万 | 0.03% | 24,152 | 24,152 | — | $521.39万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $520.40万 | 0.03% | 21,241 | 21,241 | — | $520.40万 | 新建仓 |
| GPC | GENUINE PARTS CO | $519.04万 | 0.03% | 49,082 | 32,693 | 199.5% | $345.73万 | 加仓 |
| IT | GARTNER INC | $516.00万 | 0.03% | 32,588 | 21,231 | 186.9% | $336.17万 | 加仓 |
| FTV | FORTIVE CORP | $514.88万 | 0.03% | 93,140 | -134,460 | -59.1% | -$743.29万 | 重新持有 |
| MAS | MASCO CORP | $512.96万 | 0.03% | 84,969 | 59,679 | 236.0% | $360.28万 | 加仓 |
| AVY | AVERY DENNISON CORP | $503.26万 | 0.03% | 29,144 | 19,538 | 203.4% | $337.38万 | 加仓 |
| CG | CARLYLE GROUP INC | $501.79万 | 0.03% | 103,696 | 64,388 | 163.8% | $311.57万 | 加仓 |
| ACM | AECOM | $498.22万 | 0.03% | 58,738 | 46,211 | 368.9% | $391.96万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $497.35万 | 0.03% | 107,233 | 73,376 | 216.7% | $340.32万 | 加仓 |
| HPQ | HP INC | $497.06万 | 0.03% | 258,752 | 258,752 | — | $497.06万 | 新建仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $481.39万 | 0.03% | 23,024 | 15,801 | 218.8% | $330.37万 | 加仓 |
| GDDY | GODADDY INC | $478.64万 | 0.03% | 57,898 | 42,730 | 281.7% | $353.25万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $477.39万 | 0.03% | 128,641 | 81,753 | 174.4% | $303.39万 | 加仓 |
| CLX | CLOROX CO DEL | $474.46万 | 0.03% | 45,784 | 32,331 | 240.3% | $335.05万 | 加仓 |
| INCY | INCYTE CORP | $473.56万 | 0.03% | 50,314 | -2,506 | -4.7% | -$23.59万 | 减仓 |
| GPN | GLOBAL PMTS INC | $473.29万 | 0.03% | 70,326 | 70,326 | — | $473.29万 | 新建仓 |
| GEN | GEN DIGITAL INC | $473.05万 | 0.03% | 251,222 | 189,859 | 309.4% | $357.50万 | 加仓 |
| LII | LENNOX INTL INC | $473.04万 | 0.03% | 10,192 | 10,192 | — | $473.04万 | 新建仓 |
| DKS | DICKS SPORTING GOODS INC | $469.57万 | 0.03% | 23,681 | -92,078 | -79.5% | -$1,825.81万 | 减仓 |
| ALLE | ALLEGION PLC | $461.15万 | 0.03% | 31,740 | 24,867 | 361.8% | $361.29万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $455.32万 | 0.02% | 199,963 | 153,833 | 333.5% | $350.28万 | 加仓 |
| HEI | HEICO CORP NEW | $444.64万 | 0.02% | 16,216 | 8,226 | 103.0% | $225.56万 | 重新持有 |
| AMRZ | AMRIZE LTD | $440.47万 | 0.02% | 78,628 | 78,628 | — | $440.47万 | 新建仓 |
| BBY | BEST BUY INC | $440.10万 | 0.02% | 68,552 | 41,481 | 153.2% | $266.31万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $438.92万 | 0.02% | 267,146 | 154,427 | 137.0% | $253.72万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $428.14万 | 0.02% | 93,439 | 93,439 | — | $428.14万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $419.22万 | 0.02% | 83,113 | 83,113 | — | $419.22万 | 新建仓 |
| TCOM | TRIP COM GROUP LTD | $418.33万 | 0.02% | 84,019 | 0 | 0.0% | — | 不变 |
| JKHY | HENRY JACK & ASSOC INC | $410.98万 | 0.02% | 26,005 | 18,609 | 251.6% | $294.10万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $404.36万 | 0.02% | 268,677 | 268,677 | — | $404.36万 | 新建仓 |
| APTV | APTIV PLC | $403.52万 | 0.02% | 58,111 | -149,309 | -72.0% | -$1,036.80万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $403.06万 | 0.02% | 59,057 | 59,057 | — | $403.06万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $400.41万 | 0.02% | 60,230 | -406,567 | -87.1% | -$2,702.86万 | 减仓 |
| HEI/A | HEICO CORP NEW | $397.74万 | 0.02% | 18,842 | 10,653 | 130.1% | $224.87万 | 重新持有 |
| NVR | NVR INC | $397.37万 | 0.02% | 603 | 603 | — | $397.37万 | 新建仓 |
| DPZ | DOMINOS PIZZA INC | $387.10万 | 0.02% | 10,789 | 7,758 | 256.0% | $278.35万 | 加仓 |
| TOST | TOAST INC | $386.46万 | 0.02% | 145,779 | 145,779 | — | $386.46万 | 新建仓 |
| RKT | ROCKET COS INC | $385.42万 | 0.02% | 270,467 | 270,467 | — | $385.42万 | 新建仓 |
| MGRC | MCGRATH RENTCORP | $377.89万 | 0.02% | 34,266 | -82,442 | -70.6% | -$909.17万 | 减仓 |
| DKNG | DRAFTKINGS INC NEW | $370.77万 | 0.02% | 171,492 | 116,205 | 210.2% | $251.24万 | 加仓 |
| FOX | FOX CORP | $369.81万 | 0.02% | 69,645 | 69,645 | — | $369.81万 | 新建仓 |
| IOT | SAMSARA INC | $365.13万 | 0.02% | 115,219 | 115,219 | — | $365.13万 | 新建仓 |
| SJM | SMUCKER J M CO | $363.39万 | 0.02% | 37,680 | 13,622 | 56.6% | $131.37万 | 加仓 |