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 |
|---|---|---|---|---|---|---|---|---|
| WAT | Waters Corp | $1,506.46万 | 0.05% | 40,168 | -1,880 | -4.5% | -$70.51万 | 减仓 |
| TSN | Tyson Foods Inc | $1,510.43万 | 0.05% | 263,831 | 12,000 | 4.8% | $68.70万 | 加仓 |
| VMC | Vulcan Materials Co | $1,511.90万 | 0.05% | 51,249 | 2,760 | 5.7% | $81.42万 | 加仓 |
| CBRE | CBRE Group Inc | $1,517.30万 | 0.05% | 112,651 | -1,000 | -0.9% | -$13.47万 | 减仓 |
| SE | Sea Ltd | $1,530.41万 | 0.05% | 159,700 | 16,000 | 11.1% | $153.33万 | 加仓 |
| DOV | Dover Corp | $1,544.82万 | 0.05% | 68,879 | 1,700 | 2.5% | $38.13万 | 加仓 |
| XYZ | Block Inc | $1,546.60万 | 0.05% | 203,500 | -9,700 | -4.5% | -$73.72万 | 减仓 |
| KMB | Kimberly-Clark Corp | $1,548.33万 | 0.05% | 139,668 | 7,200 | 5.4% | $79.82万 | 加仓 |
| A | Agilent Technologies Inc | $1,550.65万 | 0.05% | 116,549 | 10,500 | 9.9% | $139.70万 | 加仓 |
| PAYX | Paychex Inc | $1,565.21万 | 0.05% | 159,179 | 38,600 | 32.0% | $379.55万 | 加仓 |
| TROW | T Rowe Price Group Inc | $1,583.88万 | 0.05% | 139,316 | 10,600 | 8.2% | $120.51万 | 加仓 |
| EL | Estee Lauder Cos Inc/The | $1,585.71万 | 0.05% | 200,850 | -20,400 | -9.2% | -$161.06万 | 减仓 |
| CF | CF Industries Holdings Inc | $1,600.52万 | 0.05% | 147,840 | 3,700 | 2.6% | $40.06万 | 加仓 |
| GEHC | GE HealthCare Technologies Inc | $1,602.04万 | 0.05% | 250,279 | -5,100 | -2.0% | -$32.65万 | 减仓 |
| GRMN | Garmin Ltd | $1,602.78万 | 0.05% | 67,474 | 8,300 | 14.0% | $197.16万 | 加仓 |
| HDB | HDFC Bank Ltd | $1,634.78万 | 0.05% | 632,900 | -39,800 | -5.9% | -$102.80万 | 减仓 |
| EXE | Expand Energy Corp | $1,638.06万 | 0.05% | 179,632 | 92,600 | 106.4% | $844.42万 | 加仓 |
| MSCI | MSCI Inc | $1,649.88万 | 0.05% | 29,460 | 0 | 0.0% | — | 不变 |
| KDP | Keurig Dr Pepper Inc | $1,652.20万 | 0.05% | 501,800 | 29,100 | 6.2% | $95.81万 | 加仓 |
| WSM | Williams-Sonoma Inc | $1,657.34万 | 0.05% | 71,100 | 5,000 | 7.6% | $116.55万 | 加仓 |
| DHI | DR Horton Inc | $1,699.38万 | 0.05% | 104,333 | 3,600 | 3.6% | $58.64万 | 加仓 |
| ULTA | Ulta Beauty Inc | $1,700.92万 | 0.05% | 37,716 | 2,000 | 5.6% | $90.20万 | 加仓 |
| WCN | Waste Connections Inc | $1,704.17万 | 0.05% | 102,224 | 3,900 | 4.0% | $65.02万 | 加仓 |
| ALNY | Alnylam Pharmaceuticals Inc | $1,708.65万 | 0.06% | 56,760 | 5,560 | 10.9% | $167.37万 | 加仓 |
| TWLO | Twilio Inc | $1,718.73万 | 0.06% | 83,300 | -6,100 | -6.8% | -$125.86万 | 减仓 |
| JBL | Jabil Inc | $1,723.10万 | 0.06% | 44,700 | 1,800 | 4.2% | $69.39万 | 加仓 |
| PTC | PTC Inc | $1,724.60万 | 0.06% | 151,800 | 105,700 | 229.3% | $1,200.86万 | 加仓 |
| CVNA | Carvana Co | $1,729.75万 | 0.06% | 262,800 | 0 | 0.0% | — | 不变 |
| AMP | Ameriprise Financial Inc | $1,733.15万 | 0.06% | 37,779 | 3,440 | 10.0% | $157.81万 | 加仓 |
| CHKP | Check Point Software Technologies Ltd | $1,737.50万 | 0.06% | 132,200 | 6,500 | 5.2% | $85.43万 | 加仓 |
| FSLR | First Solar Inc | $1,746.10万 | 0.06% | 74,000 | 20,400 | 38.1% | $481.36万 | 加仓 |
| CRDO | Credo Technology Group Holding Ltd | $1,770.39万 | 0.06% | 65,100 | 7,300 | 12.6% | $198.52万 | 加仓 |
| TTWO | Take-Two Interactive Software Inc | $1,777.36万 | 0.06% | 71,100 | -23,100 | -24.5% | -$577.45万 | 减仓 |
| CMG | Chipotle Mexican Grill Inc | $1,779.56万 | 0.06% | 523,400 | 43,000 | 9.0% | $146.20万 | 加仓 |
| FOXA | Fox Corp | $1,801.08万 | 0.06% | 345,300 | 0 | 0.0% | — | 不变 |
| FCNCA | First Citizens BancShares Inc/NC | $1,804.04万 | 0.06% | 8,670 | 0 | 0.0% | — | 不变 |
| LULU | Lululemon Athletica Inc | $1,828.02万 | 0.06% | 160,100 | 38,600 | 31.8% | $440.73万 | 加仓 |
| VTR | Ventas Inc | $1,874.25万 | 0.06% | 210,019 | 12,400 | 6.3% | $110.66万 | 加仓 |
| NKE | NIKE Inc | $1,897.47万 | 0.06% | 458,358 | 2,400 | 0.5% | $9.94万 | 加仓 |
| FERG | Ferguson Enterprises Inc | $1,900.72万 | 0.06% | 79,844 | 4,300 | 5.7% | $102.36万 | 加仓 |
| HUM | Humana Inc | $1,938.52万 | 0.06% | 48,710 | 1,800 | 3.8% | $71.64万 | 加仓 |
| SYF | Synchrony Financial | $1,940.11万 | 0.06% | 255,110 | -2,900 | -1.1% | -$22.05万 | 减仓 |
| APO | Apollo Global Management Inc | $1,941.35万 | 0.06% | 164,090 | -400 | -0.2% | -$4.73万 | 减仓 |
| DBX | Dropbox Inc | $1,950.10万 | 0.06% | 709,900 | 13,600 | 2.0% | $37.36万 | 加仓 |
| ODFL | Old Dominion Freight Line Inc | $1,966.73万 | 0.06% | 90,800 | 22,800 | 33.5% | $493.85万 | 加仓 |
| MCHP | Microchip Technology Inc | $1,967.91万 | 0.06% | 215,780 | 14,800 | 7.4% | $134.98万 | 加仓 |
| NUE | Nucor Corp | $1,978.23万 | 0.06% | 88,620 | 4,200 | 5.0% | $93.75万 | 加仓 |
| DECK | Deckers Outdoor Corp | $2,010.62万 | 0.06% | 202,500 | -600 | -0.3% | -$5.96万 | 减仓 |
| FITB | Fifth Third Bancorp | $2,021.92万 | 0.07% | 356,537 | 18,300 | 5.4% | $103.78万 | 加仓 |
| NDAQ | Nasdaq Inc | $2,072.05万 | 0.07% | 262,884 | 14,700 | 5.9% | $115.87万 | 加仓 |
| PYPL | PayPal Holdings Inc | $2,072.40万 | 0.07% | 479,945 | 32,000 | 7.1% | $138.18万 | 加仓 |
| MET | MetLife Inc | $2,079.20万 | 0.07% | 245,739 | 13,600 | 5.9% | $115.07万 | 加仓 |
| AZO | AutoZone Inc | $2,080.24万 | 0.07% | 6,509 | 230 | 3.7% | $73.51万 | 加仓 |
| ETR | Entergy Corp | $2,083.56万 | 0.07% | 181,400 | 181,400 | — | $2,083.56万 | 新建仓 |
| PSA | Public Storage | $2,121.66万 | 0.07% | 66,654 | 6,840 | 11.4% | $217.72万 | 加仓 |
| F | Ford Motor Co | $2,138.81万 | 0.07% | 1,538,713 | 109,200 | 7.6% | $151.79万 | 加仓 |
| HSY | Hershey Co/The | $2,154.44万 | 0.07% | 122,795 | 7,200 | 6.2% | $126.32万 | 加仓 |
| INCY | Incyte Corp | $2,179.97万 | 0.07% | 192,305 | 0 | 0.0% | — | 不变 |
| OTIS | Otis Worldwide Corp | $2,214.17万 | 0.07% | 309,242 | 15,100 | 5.1% | $108.12万 | 加仓 |
| AIG | American International Group Inc | $2,232.06万 | 0.07% | 299,485 | 7,100 | 2.4% | $52.92万 | 加仓 |
| CARR | Carrier Global Corp | $2,249.53万 | 0.07% | 306,685 | 14,300 | 4.9% | $104.89万 | 加仓 |
| AER | AerCap Holdings NV | $2,258.13万 | 0.07% | 154,900 | 3,000 | 2.0% | $43.73万 | 加仓 |
| FAST | Fastenal Co | $2,263.15万 | 0.07% | 471,196 | 39,300 | 9.1% | $188.76万 | 加仓 |
| KKR | KKR & Co Inc | $2,285.32万 | 0.07% | 249,000 | 21,400 | 9.4% | $196.41万 | 加仓 |
| RKLB | Rocket Lab Corp | $2,287.12万 | 0.07% | 225,000 | 34,400 | 18.0% | $349.68万 | 加仓 |
| ROK | Rockwell Automation Inc | $2,307.57万 | 0.07% | 46,610 | 3,560 | 8.3% | $176.25万 | 加仓 |
| JBHT | JB Hunt Transport Services Inc | $2,315.30万 | 0.07% | 79,995 | 0 | 0.0% | — | 不变 |
| BKR | Baker Hughes Co | $2,321.11万 | 0.07% | 418,218 | 54,700 | 15.0% | $303.59万 | 加仓 |
| ACGL | Arch Capital Group Ltd | $2,329.84万 | 0.08% | 240,041 | 7,900 | 3.4% | $76.68万 | 加仓 |
| AJG | Arthur J Gallagher & Co | $2,335.42万 | 0.08% | 101,730 | 7,200 | 7.6% | $165.29万 | 加仓 |
| EXPD | Expeditors International of Washington Inc | $2,351.83万 | 0.08% | 144,302 | 3,400 | 2.4% | $55.41万 | 加仓 |
| WPC | WP Carey Inc | $2,363.45万 | 0.08% | 326,900 | -28,500 | -8.0% | -$206.05万 | 减仓 |
| YUM | Yum! Brands Inc | $2,365.10万 | 0.08% | 147,948 | 43,000 | 41.0% | $687.40万 | 加仓 |
| TRGP | Targa Resources Corp | $2,373.04万 | 0.08% | 88,500 | 300 | 0.3% | $8.04万 | 加仓 |
| O | Realty Income Corp | $2,375.72万 | 0.08% | 382,008 | 38,700 | 11.3% | $240.68万 | 加仓 |
| CTSH | Cognizant Technology Solutions Corp | $2,391.10万 | 0.08% | 617,377 | 118,600 | 23.8% | $459.34万 | 加仓 |
| TEL | TE Connectivity PLC | $2,391.96万 | 0.08% | 118,433 | 4,500 | 3.9% | $90.89万 | 加仓 |
| TGT | Target Corp | $2,398.12万 | 0.08% | 183,609 | 12,700 | 7.4% | $165.87万 | 加仓 |
| CTVA | Corteva Inc | $2,399.06万 | 0.08% | 283,276 | 18,800 | 7.1% | $159.22万 | 加仓 |
| HPE | Hewlett Packard Enterprise Co | $2,404.34万 | 0.08% | 531,611 | 17,700 | 3.4% | $80.05万 | 加仓 |
| OKE | ONEOK Inc | $2,412.99万 | 0.08% | 277,547 | 10,200 | 3.8% | $88.68万 | 加仓 |
| IDXX | IDEXX Laboratories Inc | $2,413.20万 | 0.08% | 45,840 | 1,800 | 4.1% | $94.76万 | 加仓 |
| AWK | American Water Works Co Inc | $2,439.31万 | 0.08% | 185,386 | 1,900 | 1.0% | $25.00万 | 加仓 |
| TFC | Truist Financial Corp | $2,449.63万 | 0.08% | 491,696 | 15,500 | 3.3% | $77.22万 | 加仓 |
| APD | Air Products and Chemicals Inc | $2,491.82万 | 0.08% | 84,993 | 2,600 | 3.2% | $76.23万 | 加仓 |
| RMD | ResMed Inc | $2,518.04万 | 0.08% | 129,210 | 2,200 | 1.7% | $42.87万 | 加仓 |
| ES | Eversource Energy | $2,527.95万 | 0.08% | 349,793 | 24,500 | 7.5% | $177.06万 | 加仓 |
| EG | Everest Group Ltd | $2,558.52万 | 0.08% | 71,621 | 2,120 | 3.1% | $75.73万 | 加仓 |
| IRM | Iron Mountain Inc | $2,562.69万 | 0.08% | 201,716 | 11,800 | 6.2% | $149.91万 | 加仓 |
| EXPE | Expedia Group Inc | $2,575.23万 | 0.08% | 100,642 | 3,500 | 3.6% | $89.56万 | 加仓 |
| ATO | Atmos Energy Corp | $2,579.90万 | 0.08% | 149,759 | -3,800 | -2.5% | -$65.46万 | 减仓 |
| KVUE | Kenvue Inc | $2,612.62万 | 0.08% | 1,367,146 | 95,100 | 7.5% | $181.74万 | 加仓 |
| BSX | Boston Scientific Corp | $2,626.77万 | 0.08% | 615,456 | -21,300 | -3.3% | -$90.91万 | 减仓 |
| RSG | Republic Services Inc | $2,641.32万 | 0.09% | 123,959 | 28,000 | 29.2% | $596.62万 | 加仓 |
| GGG | Graco Inc | $2,643.33万 | 0.09% | 349,600 | 32,900 | 10.4% | $248.76万 | 加仓 |
| MPWR | Monolithic Power Systems Inc | $2,643.55万 | 0.09% | 19,100 | 1,380 | 7.8% | $191.00万 | 加仓 |
| ALAB | Astera Labs Inc | $2,651.78万 | 0.09% | 54,900 | 4,700 | 9.4% | $227.02万 | 加仓 |
| EBAY | eBay Inc | $2,679.16万 | 0.09% | 239,746 | -82,700 | -25.6% | -$924.17万 | 减仓 |
| ADSK | Autodesk Inc | $2,687.12万 | 0.09% | 138,212 | 36,920 | 36.4% | $717.80万 | 加仓 |
| DASH | DoorDash Inc | $2,687.49万 | 0.09% | 145,640 | 440 | 0.3% | $8.12万 | 加仓 |