KLP KAPITALFORVALTNING AS
OSLO Q8 · SEC CIK 0001717443
$310.06亿2026Q2 申报市值
2,141持仓数
31.8%前十大占比 · 第一大 6.4%
60 / 75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
AAPL 加仓+$1.32亿
MSFT 加仓+$7,787.17万
AVGO 加仓+$6,235.90万
META 加仓+$5,917.92万
AMZN 加仓+$5,801.20万
2026Q2 卖出最多 按季末市值估算
DD 减仓-$2,121.63万
Electronic Arts 清仓-$2,033.26万
UAL 减仓-$1,655.00万
MRVL 减仓-$1,590.73万
Coterra Energy I 清仓-$1,288.94万
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 |
|---|---|---|---|---|---|---|---|---|
| AHR | American Healthcare REIT Inc | $227.78万 | 0.01% | 43,500 | 4,500 | 11.5% | $23.56万 | 加仓 |
| MTG | MGIC Investment Corp | $228.14万 | 0.01% | 80,900 | 0 | 0.0% | — | 不变 |
| BXP | BXP Inc | $228.15万 | 0.01% | 34,100 | 1,000 | 3.0% | $6.69万 | 加仓 |
| BTSG | BrightSpring Health Services Inc | $228.75万 | 0.01% | 32,800 | 1,100 | 3.5% | $7.67万 | 加仓 |
| NCLH | Norwegian Cruise Line Holdings Ltd | $229.47万 | 0.01% | 108,700 | 3,900 | 3.7% | $8.23万 | 加仓 |
| GWRE | Guidewire Software Inc | $230.10万 | 0.01% | 18,700 | 0 | 0.0% | — | 不变 |
| ATR | AptarGroup Inc | $230.37万 | 0.01% | 18,400 | 500 | 2.8% | $6.26万 | 加仓 |
| FLOC | Flowco Holdings Inc | $230.90万 | 0.01% | 108,200 | -51,800 | -32.4% | -$110.54万 | 减仓 |
| ZION | Zions Bancorp NA | $231.79万 | 0.01% | 33,500 | 1,000 | 3.1% | $6.92万 | 加仓 |
| SSD | Simpson Manufacturing Co Inc | $232.38万 | 0.01% | 11,100 | 2,000 | 22.0% | $41.87万 | 加仓 |
| SSB | SOUTHSTATE BANK CORP | $232.92万 | 0.01% | 23,315 | 1,200 | 5.4% | $11.99万 | 加仓 |
| HTHT | H World Group Ltd | $234.05万 | 0.01% | 56,100 | 0 | 0.0% | — | 不变 |
| VSAT | Viasat Inc | $234.40万 | 0.01% | 26,100 | 800 | 3.2% | $7.18万 | 加仓 |
| SCI | Service Corp International/US | $234.72万 | 0.01% | 30,900 | 0 | 0.0% | — | 不变 |
| CALM | Cal-Maine Foods Inc | $235.24万 | 0.01% | 29,200 | 0 | 0.0% | — | 不变 |
| QXO | QXO Inc | $235.35万 | 0.01% | 136,200 | 1,300 | 1.0% | $2.25万 | 加仓 |
| BMRN | BioMarin Pharmaceutical Inc | $236.32万 | 0.01% | 41,300 | 0 | 0.0% | — | 不变 |
| ERIE | Erie Indemnity Co | $237.35万 | 0.01% | 9,900 | 600 | 6.5% | $14.38万 | 加仓 |
| UMBF | UMB Financial Corp | $238.95万 | 0.01% | 16,695 | 0 | 0.0% | — | 不变 |
| SAIC | Science Applications International Corp | $239.04万 | 0.01% | 21,650 | 4,000 | 22.7% | $44.16万 | 加仓 |
| CBT | Cabot Corp | $239.76万 | 0.01% | 26,400 | 4,400 | 20.0% | $39.96万 | 加仓 |
| NNN | NNN REIT Inc | $240.09万 | 0.01% | 51,600 | 1,300 | 2.6% | $6.05万 | 加仓 |
| IDCC | InterDigital Inc | $240.69万 | 0.01% | 8,501 | 480 | 6.0% | $13.59万 | 加仓 |
| CR | Crane Co | $240.92万 | 0.01% | 10,800 | 0 | 0.0% | — | 不变 |
| MYRG | MYR Group Inc | $241.19万 | 0.01% | 4,820 | 120 | 2.6% | $6.00万 | 加仓 |
| BEKE | KE Holdings Inc | $241.34万 | 0.01% | 166,100 | 0 | 0.0% | — | 不变 |
| HRB | H&R Block Inc | $241.77万 | 0.01% | 62,900 | 0 | 0.0% | — | 不变 |
| AMKR | Amkor Technology Inc | $242.31万 | 0.01% | 28,100 | 900 | 3.3% | $7.76万 | 加仓 |
| WTFC | Wintrust Financial Corp | $244.29万 | 0.01% | 15,200 | 500 | 3.4% | $8.04万 | 加仓 |
| SF | Stifel Financial Corp | $244.37万 | 0.01% | 35,025 | 0 | 0.0% | — | 不变 |
| EMN | Eastman Chemical Co | $244.38万 | 0.01% | 36,100 | 11,000 | 43.8% | $74.46万 | 加仓 |
| ALSN | Allison Transmission Holdings Inc | $244.65万 | 0.01% | 21,700 | -3,700 | -14.6% | -$41.71万 | 减仓 |
| ORI | Old Republic International Corp | $245.52万 | 0.01% | 60,000 | 0 | 0.0% | — | 不变 |
| AMH | American Homes 4 Rent | $246.04万 | 0.01% | 73,400 | 0 | 0.0% | — | 不变 |
| COKE | Coca-Cola Consolidated Inc | $246.29万 | 0.01% | 12,900 | 1,700 | 15.2% | $32.46万 | 加仓 |
| FHI | Federated Hermes Inc | $246.83万 | 0.01% | 44,700 | 0 | 0.0% | — | 不变 |
| SARO | StandardAero Inc | $247.06万 | 0.01% | 82,600 | 2,100 | 2.6% | $6.28万 | 加仓 |
| MXL | MaxLinear Inc | $247.10万 | 0.01% | 19,300 | 800 | 4.3% | $10.24万 | 加仓 |
| SWX | Southwest Gas Holdings Inc | $247.42万 | 0.01% | 27,900 | -7,000 | -20.1% | -$62.08万 | 减仓 |
| BBIO | Bridgebio Pharma Inc | $247.53万 | 0.01% | 33,235 | 1,300 | 4.1% | $9.68万 | 加仓 |
| LEA | Lear Corp | $248.01万 | 0.01% | 18,500 | 0 | 0.0% | — | 不变 |
| BAX | Baxter International Inc | $249.33万 | 0.01% | 116,900 | 3,800 | 3.4% | $8.10万 | 加仓 |
| TECH | Bio-Techne Corp | $250.10万 | 0.01% | 35,400 | 1,100 | 3.2% | $7.77万 | 加仓 |
| ESI | Element Solutions Inc | $250.21万 | 0.01% | 52,400 | 1,800 | 3.6% | $8.60万 | 加仓 |
| VIAV | Viavi Solutions Inc | $250.21万 | 0.01% | 52,400 | 3,300 | 6.7% | $15.76万 | 加仓 |
| HAS | Hasbro Inc | $250.25万 | 0.01% | 30,300 | 1,000 | 3.4% | $8.26万 | 加仓 |
| EGP | EastGroup Properties Inc | $250.73万 | 0.01% | 12,300 | 0 | 0.0% | — | 不变 |
| AAOI | Applied Optoelectronics Inc | $251.87万 | 0.01% | 17,000 | 2,100 | 14.1% | $31.11万 | 加仓 |
| UGI | UGI Corp | $252.03万 | 0.01% | 72,300 | 5,800 | 8.7% | $20.22万 | 加仓 |
| ENS | EnerSys | $252.76万 | 0.01% | 10,800 | 500 | 4.9% | $11.70万 | 加仓 |
| CRL | Charles River Laboratories International Inc | $254.00万 | 0.01% | 11,200 | -1,400 | -11.1% | -$31.75万 | 减仓 |
| SAIA | Saia Inc | $254.38万 | 0.01% | 6,040 | 0 | 0.0% | — | 不变 |
| TTEK | Tetra Tech Inc | $256.54万 | 0.01% | 88,800 | 24,600 | 38.3% | $71.07万 | 加仓 |
| WMS | Advanced Drainage Systems Inc | $257.41万 | 0.01% | 16,400 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp | $257.68万 | 0.01% | 33,400 | -28,565 | -46.1% | -$220.38万 | 减仓 |
| CART | Maplebear Inc | $258.06万 | 0.01% | 54,500 | -3,500 | -6.0% | -$16.57万 | 减仓 |
| CACI | CACI International Inc | $259.43万 | 0.01% | 5,600 | -700 | -11.1% | -$32.43万 | 减仓 |
| LFUS | Littelfuse Inc | $259.54万 | 0.01% | 5,700 | 200 | 3.6% | $9.11万 | 加仓 |
| ATEN | A10 Networks Inc | $259.65万 | 0.01% | 69,500 | 0 | 0.0% | — | 不变 |
| ALGN | Align Technology Inc | $259.74万 | 0.01% | 15,400 | 300 | 2.0% | $5.06万 | 加仓 |
| VIPS | Vipshop Holdings Ltd | $261.49万 | 0.01% | 197,200 | 29,000 | 17.2% | $38.45万 | 加仓 |
| CHE | Chemed Corp | $261.75万 | 0.01% | 5,620 | 0 | 0.0% | — | 不变 |
| EHC | Encompass Health Corp | $261.80万 | 0.01% | 25,900 | 400 | 1.6% | $4.04万 | 加仓 |
| GTX | Garrett Motion Inc | $262.31万 | 0.01% | 72,400 | 3,600 | 5.2% | $13.04万 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $262.46万 | 0.01% | 32,200 | 5,300 | 19.7% | $43.20万 | 加仓 |
| LSTR | Landstar System Inc | $262.65万 | 0.01% | 12,700 | 3,000 | 30.9% | $62.04万 | 加仓 |
| UDR | UDR Inc | $265.07万 | 0.01% | 66,400 | -54,893 | -45.3% | -$219.13万 | 减仓 |
| CPT | Camden Property Trust | $265.30万 | 0.01% | 23,000 | -500 | -2.1% | -$5.77万 | 减仓 |
| AMG | Affiliated Managers Group Inc | $265.31万 | 0.01% | 7,840 | -560 | -6.7% | -$18.95万 | 减仓 |
| PRI | Primerica Inc | $265.44万 | 0.01% | 9,340 | 200 | 2.2% | $5.68万 | 加仓 |
| RDN | Radian Group Inc | $266.70万 | 0.01% | 70,800 | 3,600 | 5.4% | $13.56万 | 加仓 |
| FTDR | Frontdoor Inc | $266.91万 | 0.01% | 34,400 | 0 | 0.0% | — | 不变 |
| PEN | Penumbra Inc | $267.12万 | 0.01% | 8,460 | 280 | 3.4% | $8.84万 | 加仓 |
| RAMP | LiveRamp Holdings Inc | $267.24万 | 0.01% | 71,000 | 0 | 0.0% | — | 不变 |
| THG | Hanover Insurance Group Inc/The | $267.65万 | 0.01% | 12,500 | 0 | 0.0% | — | 不变 |
| BJ | BJ's Wholesale Club Holdings Inc | $267.77万 | 0.01% | 30,700 | 1,400 | 4.8% | $12.21万 | 加仓 |
| HL | Hecla Mining Co | $268.64万 | 0.01% | 174,100 | 26,600 | 18.0% | $41.04万 | 加仓 |
| R | Ryder System Inc | $269.05万 | 0.01% | 10,200 | -500 | -4.7% | -$13.19万 | 减仓 |
| MUSA | Murphy USA Inc | $269.44万 | 0.01% | 5,000 | -480 | -8.8% | -$25.87万 | 减仓 |
| TDC | Teradata Corp | $269.58万 | 0.01% | 77,800 | 26,700 | 52.3% | $92.52万 | 加仓 |
| WH | Wyndham Hotels & Resorts Inc | $270.31万 | 0.01% | 32,100 | 12,300 | 62.1% | $103.58万 | 加仓 |
| ELS | Equity LifeStyle Properties Inc | $270.68万 | 0.01% | 41,700 | 1,200 | 3.0% | $7.79万 | 加仓 |
| MOH | Molina Healthcare Inc | $272.15万 | 0.01% | 11,900 | 0 | 0.0% | — | 不变 |
| SJM | J M Smucker Co/The | $272.25万 | 0.01% | 24,200 | 700 | 3.0% | $7.88万 | 加仓 |
| HQY | HealthEquity Inc | $273.67万 | 0.01% | 30,300 | 1,500 | 5.2% | $13.55万 | 加仓 |
| CGNX | Cognex Corp | $273.75万 | 0.01% | 37,800 | 900 | 2.4% | $6.52万 | 加仓 |
| CWST | Casella Waste Systems Inc | $274.43万 | 0.01% | 28,300 | 1,500 | 5.6% | $14.55万 | 加仓 |
| JKHY | Jack Henry & Associates Inc | $275.48万 | 0.01% | 20,000 | -7,400 | -27.0% | -$101.93万 | 减仓 |
| BVN | Cia de Minas Buenaventura SAA | $276.50万 | 0.01% | 94,401 | -12,400 | -11.6% | -$36.32万 | 减仓 |
| RBRK | Rubrik Inc | $277.77万 | 0.01% | 34,600 | 2,100 | 6.5% | $16.86万 | 加仓 |
| DOCN | DigitalOcean Holdings Inc | $277.94万 | 0.01% | 17,700 | 800 | 4.7% | $12.56万 | 加仓 |
| ELAN | Elanco Animal Health Inc | $278.34万 | 0.01% | 113,100 | 3,200 | 2.9% | $7.88万 | 加仓 |
| NTCT | NetScout Systems Inc | $279.59万 | 0.01% | 64,200 | 0 | 0.0% | — | 不变 |
| AGNC | AGNC Investment Corp | $279.89万 | 0.01% | 254,400 | 18,300 | 7.8% | $20.13万 | 加仓 |
| SPXC | SPX Technologies Inc | $281.95万 | 0.01% | 11,500 | 500 | 4.5% | $12.26万 | 加仓 |
| H | Hyatt Hotels Corp | $283.01万 | 0.01% | 14,600 | 0 | 0.0% | — | 不变 |
| FORM | FormFactor Inc | $283.08万 | 0.01% | 17,700 | 600 | 3.5% | $9.60万 | 加仓 |
| — | Webster Financial Corp | $283.52万 | 0.01% | 37,100 | 0 | 0.0% | — | 不变 |
| ARW | Arrow Electronics Inc | $283.84万 | 0.01% | 13,300 | 2,000 | 17.7% | $42.68万 | 加仓 |
| MOG/A | Moog Inc | $284.82万 | 0.01% | 6,720 | 320 | 5.0% | $13.56万 | 加仓 |