13F 机构持仓

Tredje AP-fonden

SE-111 91 STOCKHOLM V7 · SEC CIK 0001650290

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$220.99亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.8%
AAPL 6.2%
MSFT 3.8%
AMZN 3.4%
GOOGL 2.9%
GOOG 2.5%
AVGO 2.5%
MU 2.2%
META 1.9%
QAI 1.8%

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
INSM INSMED INC $345.52万0.02%32,407 -44,197-57.7% -$471.23万 减仓
CHD CHURCH & DWIGHT CO INC $322.58万0.01%33,297 -64,638-66.0% -$626.21万 减仓
COO COOPER COS INC $321.88万0.01%44,887 -35,865-44.4% -$257.19万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $300.66万0.01%30,045 -37,514-55.5% -$375.40万 减仓
PINS PINTEREST INC $286.64万0.01%136,300 -228,805-62.7% -$481.18万 减仓
BALL BALL CORP $280.24万0.01%44,911 -67,158-59.9% -$419.07万 减仓
DAR DARLING INGREDIENTS INC $279.65万0.01%51,200 51,200— $279.65万 新建仓
AVY AVERY DENNISON CORP $271.63万0.01%16,731 -12,413-42.6% -$201.53万 减仓
ULTA ULTA BEAUTY INC $259.76万0.01%5,760 -11,401-66.4% -$514.16万 减仓
COCO VITA COCO CO INC $251.91万0.01%38,088 38,088— $251.91万 新建仓
RPM RPM INTL INC $226.80万0.01%20,405 -55,704-73.2% -$619.15万 减仓
IFF INTERNATIONAL FLAVORS&FRAGRA $221.04万0.01%27,902 -84,555-75.2% -$669.84万 减仓
TXT TEXTRON INC $213.73万0.01%23,300 23,300— $213.73万 新建仓
CDE COEUR MNG INC $196.54万0.01%120,431 120,431— $196.54万 新建仓
ECHO ECHOSTAR CORP $179.66万0.01%17,700 -31,177-63.8% -$316.45万 减仓
LVS LAS VEGAS SANDS CORP $179.22万0.01%38,800 -60,082-60.8% -$277.52万 减仓
IONQ IONQ INC $174.59万0.01%32,781 -79,650-70.8% -$424.22万 减仓
JBHT HUNT J B TRANS SVCS INC $45.01万0.00%1,555 -30,290-95.1% -$876.68万 减仓
MTZ MASTEC INC $44.73万0.00%1,075 1,075— $44.73万 新建仓
FTI TECHNIPFMC PLC $42.17万0.00%6,360 6,360— $42.17万 新建仓
VICI VICI PPTYS INC $42.05万0.00%15,837 -404,634-96.2% -$1,074.30万 减仓
WPC WP CAREY INC $41.25万0.00%5,769 -81,161-93.4% -$580.30万 减仓
RS RELIANCE INC $39.23万0.00%1,050 -23,697-95.8% -$885.32万 减仓
NWSA NEWS CORP NEW $38.83万0.00%15,638 -129,613-89.2% -$321.83万 减仓
— AMPLIFY ETF TR $00.00%0 -6,525,000-100.0% -$2.03亿 清仓
AFL AFLAC INC $00.00%0 -157,230-100.0% -$1,724.97万 清仓
HIG HARTFORD INSURANCE GROUP INC $00.00%0 -118,233-100.0% -$1,598.86万 清仓
O REALTY INCOME CORP $00.00%0 -259,926-100.0% -$1,590.23万 清仓
PEG PUBLIC SVC ENTERPRISE GROUP $00.00%0 -182,330-100.0% -$1,475.96万 清仓
ACGL ARCH CAP GROUP LTD $00.00%0 -149,453-100.0% -$1,434.60万 清仓
NI NISOURCE INC $00.00%0 -303,113-100.0% -$1,414.33万 清仓
TRMB TRIMBLE INC $00.00%0 -216,450-100.0% -$1,411.90万 清仓
AMP AMERIPRISE FINL INC $00.00%0 -29,139-100.0% -$1,294.94万 清仓
DOV DOVER CORP $00.00%0 -60,723-100.0% -$1,265.77万 清仓
IR INGERSOLL RAND INC $00.00%0 -156,969-100.0% -$1,257.64万 清仓
RMD RESMED INC $00.00%0 -55,932-100.0% -$1,255.56万 清仓
RJF RAYMOND JAMES FINL INC $00.00%0 -81,611-100.0% -$1,181.65万 清仓
XYZ BLOCK INC $00.00%0 -193,092-100.0% -$1,162.03万 清仓
NTRS NORTHERN TR CORP $00.00%0 -81,222-100.0% -$1,133.62万 清仓
CINF CINCINNATI FINL CORP $00.00%0 -71,774-100.0% -$1,129.36万 清仓
HBAN HUNTINGTON BANCSHARES INC $00.00%0 -690,059-100.0% -$1,079.94万 清仓
DECK DECKERS OUTDOOR CORP $00.00%0 -105,849-100.0% -$1,059.44万 清仓
MKL MARKEL GROUP INC $00.00%0 -5,365-100.0% -$1,026.90万 清仓
ES EVERSOURCE ENERGY $00.00%0 -140,935-100.0% -$976.40万 清仓
TDY TELEDYNE TECHNOLOGIES INC $00.00%0 -15,558-100.0% -$941.27万 清仓
GEHC GE HEALTHCARE TECHNOLOGIES I $00.00%0 -129,519-100.0% -$921.92万 清仓
ARES ARES MANAGEMENT CORPORATION $00.00%0 -84,463-100.0% -$921.49万 清仓
OMC OMNICOM GROUP INC $00.00%0 -120,511-100.0% -$907.57万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -197,585-100.0% -$895.06万 清仓
CPRT COPART INC $00.00%0 -268,126-100.0% -$890.18万 清仓
EXR EXTRA SPACE STORAGE INC $00.00%0 -65,207-100.0% -$855.06万 清仓
MTD METTLER TOLEDO INTERNATIONAL $00.00%0 -6,707-100.0% -$845.89万 清仓
PFG PRINCIPAL FINANCIAL GROUP IN $00.00%0 -93,517-100.0% -$842.68万 清仓
FISV FISERV INC $00.00%0 -150,610-100.0% -$840.40万 清仓
PHM PULTE GROUP INC $00.00%0 -71,138-100.0% -$836.65万 清仓
WTW WILLIS TOWERS WATSON PLC LTD $00.00%0 -28,249-100.0% -$821.20万 清仓
FWONK LIBERTY MEDIA CORP DEL $00.00%0 -95,900-100.0% -$815.34万 清仓
— AVALONBAY CMNTYS INC $00.00%0 -49,360-100.0% -$806.30万 清仓
WRB BERKLEY W R CORP $00.00%0 -119,735-100.0% -$793.60万 清仓
TROW PRICE T ROWE GROUP INC $00.00%0 -87,892-100.0% -$792.26万 清仓
SBAC SBA COMMUNICATIONS CORP $00.00%0 -45,951-100.0% -$790.86万 清仓
BRO BROWN & BROWN INC $00.00%0 -117,770-100.0% -$767.98万 清仓
AER AERCAP HOLDINGS NV $00.00%0 -55,568-100.0% -$762.28万 清仓
KEY KEYCORP $00.00%0 -379,215-100.0% -$760.33万 清仓
FFIV F5 INC $00.00%0 -25,526-100.0% -$738.54万 清仓
WY WEYERHAEUSER CO MTN BE $00.00%0 -300,962-100.0% -$735.25万 清仓
BR BROADRIDGE FINL SOLUTIONS IN $00.00%0 -44,849-100.0% -$728.71万 清仓
FIS FIDELITY NATL INFORMATION SV $00.00%0 -152,950-100.0% -$717.49万 清仓
SNA SNAP ON INC $00.00%0 -19,751-100.0% -$717.40万 清仓
EXPD EXPEDITORS INTL WASH INC $00.00%0 -50,086-100.0% -$717.38万 清仓
AS AMER SPORTS INC $00.00%0 -216,400-100.0% -$712.39万 清仓
FCNCA FIRST CTZNS BANCSHARES INC D $00.00%0 -3,778-100.0% -$712.02万 清仓
ENTG ENTEGRIS INC $00.00%0 -58,554-100.0% -$686.49万 清仓
VMRK EQUITY RESIDENTIAL $00.00%0 -112,928-100.0% -$667.97万 清仓
CDW CDW CORP $00.00%0 -54,721-100.0% -$662.23万 清仓
PNR PENTAIR PLC $00.00%0 -75,297-100.0% -$655.91万 清仓
CSGP COSTAR GROUP INC $00.00%0 -161,654-100.0% -$652.11万 清仓
IEX IDEX CORP $00.00%0 -34,175-100.0% -$647.79万 清仓
PODD INSULET CORP $00.00%0 -29,981-100.0% -$629.12万 清仓
STZ CONSTELLATION BRANDS INC $00.00%0 -41,876-100.0% -$628.14万 清仓
ESS ESSEX PPTY TR INC $00.00%0 -25,012-100.0% -$605.29万 清仓
SUI SUN CMNTYS INC $00.00%0 -48,053-100.0% -$605.28万 清仓
KIM KIMCO REALTY CORP $00.00%0 -269,104-100.0% -$604.68万 清仓
TW TRADEWEB MKTS INC $00.00%0 -50,031-100.0% -$588.66万 清仓
EG EVEREST GROUP LTD $00.00%0 -17,543-100.0% -$573.39万 清仓
CSL CARLISLE COS INC $00.00%0 -16,916-100.0% -$564.35万 清仓
NDSN NORDSON CORP $00.00%0 -21,103-100.0% -$561.47万 清仓
TRU TRANSUNION $00.00%0 -79,547-100.0% -$550.39万 清仓
HUBS HUBSPOT INC $00.00%0 -22,460-100.0% -$548.25万 清仓
GGG GRACO INC $00.00%0 -64,732-100.0% -$547.96万 清仓
ROL ROLLINS INC $00.00%0 -101,331-100.0% -$541.21万 清仓
LULU LULULEMON ATHLETICA INC $00.00%0 -35,157-100.0% -$538.25万 清仓
GLPI GAMING & LEISURE P $00.00%0 -120,871-100.0% -$536.30万 清仓
INVH INVITATION HOMES INC $00.00%0 -214,931-100.0% -$534.10万 清仓
GIS GENERAL MILLS INC $00.00%0 -141,510-100.0% -$526.70万 清仓
REG REGENCY CTRS CORP $00.00%0 -69,348-100.0% -$524.69万 清仓
LDOS LEIDOS HOLDINGS INC $00.00%0 -33,632-100.0% -$523.04万 清仓
CHTR CHARTER COMMUNICATIONS INC $00.00%0 -24,152-100.0% -$521.39万 清仓
IT GARTNER INC $00.00%0 -32,588-100.0% -$516.00万 清仓
FTV FORTIVE CORP $00.00%0 -93,140-100.0% -$514.88万 清仓