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 |
|---|---|---|---|---|---|---|---|---|
| MSA | MSA Safety Inc | $157.12万 | 0.01% | 9,000 | 800 | 9.8% | $13.97万 | 加仓 |
| LAD | Lithia Motors Inc | $156.86万 | 0.01% | 5,400 | 0 | 0.0% | — | 不变 |
| MSGK | Madison Square Garden Sports Corp | $156.72万 | 0.01% | 3,900 | -1,900 | -32.8% | -$76.35万 | 减仓 |
| KLIC | Kulicke & Soffa Industries Inc | $156.70万 | 0.01% | 11,700 | 0 | 0.0% | — | 不变 |
| — | Arcosa Inc | $156.42万 | 0.01% | 10,766 | 0 | 0.0% | — | 不变 |
| UBSI | United Bankshares Inc/WV | $155.46万 | 0.01% | 33,703 | 2,800 | 9.1% | $12.92万 | 加仓 |
| FND | Floor & Decor Holdings Inc | $154.93万 | 0.00% | 26,100 | 2,400 | 10.1% | $14.25万 | 加仓 |
| MRP | Millrose Properties Inc | $154.46万 | 0.00% | 51,400 | 17,500 | 51.6% | $52.59万 | 加仓 |
| VNO | Vornado Realty Trust | $154.06万 | 0.00% | 39,200 | 3,300 | 9.2% | $12.97万 | 加仓 |
| MAC | Macerich Co/The | $154.03万 | 0.00% | 61,149 | 4,800 | 8.5% | $12.09万 | 加仓 |
| FAF | First American Financial Corp | $153.64万 | 0.00% | 22,400 | 0 | 0.0% | — | 不变 |
| BRKR | Bruker Corp | $153.57万 | 0.00% | 25,500 | 2,100 | 9.0% | $12.65万 | 加仓 |
| LKQ | LKQ Corp | $152.71万 | 0.00% | 58,000 | 1,500 | 2.7% | $3.95万 | 加仓 |
| YMM | Full Truck Alliance Co Ltd | $152.49万 | 0.00% | 187,800 | 187,800 | — | $152.49万 | 新建仓 |
| MOS | Mosaic Co/The | $152.36万 | 0.00% | 71,900 | 2,000 | 2.9% | $4.24万 | 加仓 |
| OSCR | Oscar Health Inc | $152.30万 | 0.00% | 53,400 | 8,700 | 19.5% | $24.81万 | 加仓 |
| WKC | World Kinect Corp | $152.09万 | 0.00% | 45,900 | 0 | 0.0% | — | 不变 |
| GBCI | Glacier Bancorp Inc | $152.02万 | 0.00% | 29,473 | 900 | 3.1% | $4.64万 | 加仓 |
| M | Macy's Inc | $151.20万 | 0.00% | 63,800 | 5,100 | 8.7% | $12.09万 | 加仓 |
| ACMR | ACM Research Inc | $151.00万 | 0.00% | 11,900 | 0 | 0.0% | — | 不变 |
| ALRM | Alarm.com Holdings Inc | $150.44万 | 0.00% | 32,200 | 17,800 | 123.6% | $83.16万 | 加仓 |
| LW | Lamb Weston Holdings Inc | $149.83万 | 0.00% | 34,700 | 2,700 | 8.4% | $11.66万 | 加仓 |
| MHO | M/I Homes Inc | $149.53万 | 0.00% | 9,300 | 0 | 0.0% | — | 不变 |
| CECO | CECO Environmental Corp | $149.32万 | 0.00% | 16,456 | 9,656 | 142.0% | $87.62万 | 加仓 |
| APLE | Apple Hospitality REIT Inc | $149.03万 | 0.00% | 88,300 | 17,800 | 25.2% | $30.04万 | 加仓 |
| MGY | Magnolia Oil & Gas Corp | $148.62万 | 0.00% | 58,100 | 2,300 | 4.1% | $5.88万 | 加仓 |
| AVTR | Avantor Inc | $148.60万 | 0.00% | 150,100 | 0 | 0.0% | — | 不变 |
| LGND | Ligand Pharmaceuticals Inc | $148.56万 | 0.00% | 4,700 | 0 | 0.0% | — | 不变 |
| UFPI | UFP Industries Inc | $147.91万 | 0.00% | 16,300 | 0 | 0.0% | — | 不变 |
| HRMY | Harmony Biosciences Holdings Inc | $147.46万 | 0.00% | 40,500 | 1,600 | 4.1% | $5.83万 | 加仓 |
| JXN | Jackson Financial Inc | $147.44万 | 0.00% | 14,400 | -6,500 | -31.1% | -$66.55万 | 减仓 |
| VSH | Vishay Intertechnology Inc | $147.36万 | 0.00% | 27,400 | 2,500 | 10.0% | $13.45万 | 加仓 |
| INSW | International Seaways, Inc. | $147.05万 | 0.00% | 19,200 | -1,500 | -7.2% | -$11.49万 | 减仓 |
| CORZ | Core Scientific Inc | $146.89万 | 0.00% | 57,400 | -10,100 | -15.0% | -$25.85万 | 减仓 |
| MMS | Maximus Inc | $146.23万 | 0.00% | 27,200 | 0 | 0.0% | — | 不变 |
| AIR | AAR Corp | $145.79万 | 0.00% | 10,200 | 900 | 9.7% | $12.86万 | 加仓 |
| AUB | Atlantic Union Bankshares Corp | $145.33万 | 0.00% | 34,350 | 3,000 | 9.6% | $12.69万 | 加仓 |
| GATX | GATX Corp | $145.30万 | 0.00% | 8,200 | 700 | 9.3% | $12.40万 | 加仓 |
| RGTI | Rigetti Computing Inc | $145.29万 | 0.00% | 75,200 | 2,600 | 3.6% | $5.02万 | 加仓 |
| VSXY | Victoria's Secret & Co | $145.26万 | 0.00% | 17,400 | 1,500 | 9.4% | $12.52万 | 加仓 |
| FBIN | Fortune Brands Innovations Inc | $144.94万 | 0.00% | 26,400 | 0 | 0.0% | — | 不变 |
| BCO | Brink's Co/The | $144.57万 | 0.00% | 15,300 | 0 | 0.0% | — | 不变 |
| POST | Post Holdings Inc | $143.86万 | 0.00% | 16,300 | -3,100 | -16.0% | -$27.36万 | 减仓 |
| EPRT | Essential Properties Realty Trust Inc | $143.38万 | 0.00% | 47,600 | 4,000 | 9.2% | $12.05万 | 加仓 |
| LTH | Life Time Group Holdings Inc | $142.53万 | 0.00% | 34,900 | 3,300 | 10.4% | $13.48万 | 加仓 |
| PTGX | Protagonist Therapeutics Inc | $142.19万 | 0.00% | 11,600 | 600 | 5.5% | $7.35万 | 加仓 |
| ABCB | Ameris Bancorp | $142.16万 | 0.00% | 15,720 | 1,400 | 9.8% | $12.66万 | 加仓 |
| ENPH | Enphase Energy Inc | $141.81万 | 0.00% | 28,800 | -42,500 | -59.6% | -$209.27万 | 减仓 |
| SM | SM Energy Co | $141.74万 | 0.00% | 54,307 | -8,849 | -14.0% | -$23.10万 | 减仓 |
| UCTT | Ultra Clean Holdings Inc | $141.16万 | 0.00% | 9,900 | 0 | 0.0% | — | 不变 |
| NOVT | Novanta Inc | $141.15万 | 0.00% | 8,700 | 800 | 10.1% | $12.98万 | 加仓 |
| MHK | Mohawk Industries Inc | $140.74万 | 0.00% | 11,600 | 0 | 0.0% | — | 不变 |
| GXO | GXO Logistics Inc | $140.44万 | 0.00% | 27,700 | 2,500 | 9.9% | $12.68万 | 加仓 |
| MTDR | Matador Resources Co | $139.88万 | 0.00% | 28,100 | 2,100 | 8.1% | $10.45万 | 加仓 |
| AWR | American States Water Co | $139.64万 | 0.00% | 16,900 | 1,600 | 10.5% | $13.22万 | 加仓 |
| EXPO | Exponent Inc | $139.26万 | 0.00% | 23,700 | 12,600 | 113.5% | $74.04万 | 加仓 |
| ROG | Rogers Corp | $139.17万 | 0.00% | 8,500 | 5,100 | 150.0% | $83.50万 | 加仓 |
| RYTM | Rhythm Pharmaceuticals Inc | $138.79万 | 0.00% | 12,500 | 0 | 0.0% | — | 不变 |
| HMN | Horace Mann Educators Corp | $138.42万 | 0.00% | 26,800 | 0 | 0.0% | — | 不变 |
| TWST | Twist Bioscience Corp | $137.86万 | 0.00% | 13,400 | 0 | 0.0% | — | 不变 |
| ROAD | Construction Partners Inc | $137.77万 | 0.00% | 11,600 | 1,000 | 9.4% | $11.88万 | 加仓 |
| HWC | Hancock Whitney Corp | $137.48万 | 0.00% | 18,400 | 0 | 0.0% | — | 不变 |
| YEXT | Yext Inc | $137.34万 | 0.00% | 294,100 | 144,100 | 96.1% | $67.29万 | 加仓 |
| TEM | Tempus AI Inc | $137.29万 | 0.00% | 23,700 | 3,300 | 16.2% | $19.12万 | 加仓 |
| VSEC | VSE Corp | $137.10万 | 0.00% | 6,000 | 0 | 0.0% | — | 不变 |
| MTRN | Materion Corp | $136.80万 | 0.00% | 4,600 | 0 | 0.0% | — | 不变 |
| PRDO | Perdoceo Education Corp | $136.64万 | 0.00% | 42,700 | 0 | 0.0% | — | 不变 |
| HSTM | HealthStream Inc | $136.52万 | 0.00% | 50,100 | 0 | 0.0% | — | 不变 |
| BGC | BGC Group Inc | $136.30万 | 0.00% | 127,500 | 10,300 | 8.8% | $11.01万 | 加仓 |
| SON | Sonoco Products Co | $135.80万 | 0.00% | 24,100 | 2,400 | 11.1% | $13.52万 | 加仓 |
| PEGA | Pegasystems Inc | $135.46万 | 0.00% | 45,200 | 16,800 | 59.2% | $50.35万 | 加仓 |
| TPG | TPG Inc | $135.44万 | 0.00% | 33,400 | 2,900 | 9.5% | $11.76万 | 加仓 |
| RYN | Rayonier Inc | $134.72万 | 0.00% | 63,306 | 0 | 0.0% | — | 不变 |
| UHAL/B | U-Haul Holding Co | $134.44万 | 0.00% | 23,300 | 0 | 0.0% | — | 不变 |
| TFX | Teleflex Inc | $134.37万 | 0.00% | 10,600 | 900 | 9.3% | $11.41万 | 加仓 |
| CPK | Chesapeake Utilities Corp | $134.18万 | 0.00% | 10,900 | 600 | 5.8% | $7.39万 | 加仓 |
| STWD | Starwood Property Trust Inc | $133.97万 | 0.00% | 79,800 | 2,400 | 3.1% | $4.03万 | 加仓 |
| ADT | ADT Inc | $133.94万 | 0.00% | 204,596 | 13,700 | 7.2% | $8.97万 | 加仓 |
| VFC | VF Corp | $133.77万 | 0.00% | 80,200 | 7,100 | 9.7% | $11.84万 | 加仓 |
| BC | Brunswick Corp/DE | $133.10万 | 0.00% | 15,800 | 1,500 | 10.5% | $12.64万 | 加仓 |
| ACLS | Axcelis Technologies Inc | $132.62万 | 0.00% | 7,000 | 400 | 6.1% | $7.58万 | 加仓 |
| ENVA | Enova International Inc | $132.40万 | 0.00% | 5,500 | 0 | 0.0% | — | 不变 |
| S | SentinelOne Inc | $132.20万 | 0.00% | 77,900 | 8,200 | 11.8% | $13.92万 | 加仓 |
| WFRD | Weatherford International PLC | $132.03万 | 0.00% | 16,200 | 400 | 2.5% | $3.26万 | 加仓 |
| BCPC | Balchem Corp | $131.78万 | 0.00% | 7,800 | 700 | 9.9% | $11.83万 | 加仓 |
| AVAV | AeroVironment Inc | $131.73万 | 0.00% | 7,980 | 700 | 9.6% | $11.55万 | 加仓 |
| PRMB | Primo Brands Corp | $131.47万 | 0.00% | 53,791 | -30,200 | -36.0% | -$73.81万 | 减仓 |
| LEGN | Legend Biotech Corp | $131.12万 | 0.00% | 45,400 | 27,000 | 146.7% | $77.98万 | 加仓 |
| DK | Delek US Holdings Inc | $130.33万 | 0.00% | 25,650 | 11,800 | 85.2% | $59.96万 | 加仓 |
| SIGI | Selective Insurance Group Inc | $129.99万 | 0.00% | 13,400 | 0 | 0.0% | — | 不变 |
| MTH | Meritage Homes Corp | $129.97万 | 0.00% | 15,500 | 0 | 0.0% | — | 不变 |
| PTCT | PTC Therapeutics Inc | $129.70万 | 0.00% | 15,900 | 0 | 0.0% | — | 不变 |
| BNL | Broadstone Net Lease Inc | $128.86万 | 0.00% | 61,600 | 6,000 | 10.8% | $12.55万 | 加仓 |
| MSM | MSC Industrial Direct Co Inc | $128.47万 | 0.00% | 10,800 | 1,000 | 10.2% | $11.89万 | 加仓 |
| — | Nuvalent Inc | $128.44万 | 0.00% | 10,400 | 1,600 | 18.2% | $19.76万 | 加仓 |
| EPAC | Enerpac Tool Group Corp | $128.38万 | 0.00% | 35,800 | 23,900 | 200.8% | $85.71万 | 加仓 |
| PECO | Phillips Edison & Co Inc | $128.03万 | 0.00% | 30,700 | 3,000 | 10.8% | $12.51万 | 加仓 |
| RITM | Rithm Capital Corp | $127.23万 | 0.00% | 135,500 | 13,500 | 11.1% | $12.68万 | 加仓 |
| PSMT | PriceSmart Inc | $126.97万 | 0.00% | 6,500 | 700 | 12.1% | $13.67万 | 加仓 |
| ACIW | ACI Worldwide Inc | $126.73万 | 0.00% | 25,200 | 2,500 | 11.0% | $12.57万 | 加仓 |