KLP KAPITALFORVALTNING AS
OSLO Q8 · SEC CIK 0001717443
$254.89亿2026Q1 申报市值
2,154持仓数
31.8%前十大占比 · 第一大 6.7%
42 / 55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
AAPL 加仓+$8,727.84万
NVDA 加仓+$5,148.54万
MSFT 加仓+$3,122.75万
CW 加仓+$3,086.40万
AMZN 加仓+$2,734.59万
2026Q1 卖出最多 按季末市值估算
ED 减仓-$1,796.17万
EXC 减仓-$1,712.76万
ITW 减仓-$1,359.58万
LRCX 减仓-$1,206.35万
EOG 减仓-$1,110.30万
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 |
|---|---|---|---|---|---|---|---|---|
| DHI | DR Horton Inc | $1,382.26万 | 0.05% | 100,733 | 5,800 | 6.1% | $79.59万 | 加仓 |
| GRMN | Garmin Ltd | $1,373.60万 | 0.05% | 59,174 | 300 | 0.5% | $6.96万 | 加仓 |
| DDOG | Datadog Inc | $1,355.21万 | 0.05% | 114,800 | 4,600 | 4.2% | $54.30万 | 加仓 |
| VLTO | Veralto Corp | $1,342.56万 | 0.05% | 151,649 | 5,600 | 3.8% | $49.58万 | 加仓 |
| ODFL | Old Dominion Freight Line Inc | $1,328.72万 | 0.05% | 68,000 | 0 | 0.0% | — | 不变 |
| CCI | Crown Castle Inc | $1,322.74万 | 0.05% | 162,679 | 6,000 | 3.8% | $48.79万 | 加仓 |
| VMC | Vulcan Materials Co | $1,320.36万 | 0.05% | 48,489 | 3,000 | 6.6% | $81.69万 | 加仓 |
| UTHR | United Therapeutics Corp | $1,314.04万 | 0.05% | 22,160 | 160 | 0.7% | $9.49万 | 加仓 |
| MSTR | Strategy Inc | $1,306.41万 | 0.05% | 104,680 | 9,520 | 10.0% | $118.81万 | 加仓 |
| MCHP | Microchip Technology Inc | $1,298.53万 | 0.05% | 200,980 | 11,500 | 6.1% | $74.30万 | 加仓 |
| KMB | Kimberly-Clark Corp | $1,292.33万 | 0.05% | 132,468 | 3,000 | 2.3% | $29.27万 | 加仓 |
| — | Coterra Energy Inc | $1,288.94万 | 0.05% | 366,800 | 187,800 | 104.9% | $659.93万 | 加仓 |
| XYZ | Block Inc | $1,283.04万 | 0.05% | 213,200 | 8,500 | 4.2% | $51.15万 | 加仓 |
| L | Loews Corp | $1,278.49万 | 0.05% | 119,776 | 600 | 0.5% | $6.40万 | 加仓 |
| MLM | Martin Marietta Materials Inc | $1,277.02万 | 0.05% | 21,693 | 0 | 0.0% | — | 不变 |
| BE | Bloom Energy Corp | $1,272.25万 | 0.05% | 93,900 | 14,500 | 18.3% | $196.46万 | 加仓 |
| KDP | Keurig Dr Pepper Inc | $1,253.86万 | 0.05% | 472,700 | 8,400 | 1.8% | $22.28万 | 加仓 |
| WAT | Waters Corp | $1,252.19万 | 0.05% | 42,048 | 21,096 | 100.7% | $628.24万 | 加仓 |
| FISV | Fiserv Inc | $1,238.40万 | 0.05% | 221,936 | 0 | 0.0% | — | 不变 |
| IR | Ingersoll Rand Inc | $1,234.64万 | 0.05% | 154,099 | 8,500 | 5.8% | $68.10万 | 加仓 |
| PRU | Prudential Financial Inc | $1,232.36万 | 0.05% | 126,150 | 2,500 | 2.0% | $24.42万 | 加仓 |
| HPE | Hewlett Packard Enterprise Co | $1,229.85万 | 0.05% | 513,911 | 48,800 | 10.5% | $116.78万 | 加仓 |
| WDAY | Workday Inc | $1,225.59万 | 0.05% | 94,334 | 1,100 | 1.2% | $14.29万 | 加仓 |
| RKLB | Rocket Lab Corp | $1,224.03万 | 0.05% | 190,600 | 22,600 | 13.5% | $145.14万 | 加仓 |
| MTB | M&T Bank Corp | $1,223.87万 | 0.05% | 59,204 | 0 | 0.0% | — | 不变 |
| OXY | Occidental Petroleum Corp | $1,218.00万 | 0.05% | 186,750 | 0 | 0.0% | — | 不变 |
| RBLX | ROBLOX Corp | $1,214.91万 | 0.05% | 214,800 | 2,800 | 1.3% | $15.84万 | 加仓 |
| A | Agilent Technologies Inc | $1,211.05万 | 0.05% | 106,049 | 1,600 | 1.5% | $18.27万 | 加仓 |
| INSM | Insmed Inc | $1,210.05万 | 0.05% | 74,000 | 0 | 0.0% | — | 不变 |
| KIM | Kimco Realty Corp | $1,208.44万 | 0.05% | 537,800 | -22,600 | -4.0% | -$50.78万 | 减仓 |
| FTAI | FTAI Aviation Ltd | $1,207.85万 | 0.05% | 49,300 | 26,600 | 117.2% | $651.70万 | 加仓 |
| WSM | Williams-Sonoma Inc | $1,205.20万 | 0.05% | 66,100 | 0 | 0.0% | — | 不变 |
| — | DuPont de Nemours Inc | $1,200.31万 | 0.05% | 262,076 | 0 | 0.0% | — | 不变 |
| NU | NU Holdings Ltd/Cayman Islands | $1,195.73万 | 0.05% | 832,100 | 68,800 | 9.0% | $98.87万 | 加仓 |
| SE | Sea Ltd | $1,189.98万 | 0.05% | 143,700 | 4,600 | 3.3% | $38.09万 | 加仓 |
| HBAN | Huntington Bancshares Inc/OH | $1,179.69万 | 0.05% | 747,500 | 179,900 | 31.7% | $283.91万 | 加仓 |
| — | Teva Pharmaceutical Industries Ltd | $1,163.11万 | 0.05% | 386,159 | 16,800 | 4.5% | $50.60万 | 加仓 |
| TROW | T Rowe Price Group Inc | $1,160.25万 | 0.05% | 128,716 | 0 | 0.0% | — | 不变 |
| — | Qorvo Inc | $1,160.23万 | 0.05% | 149,900 | 8,300 | 5.9% | $64.24万 | 加仓 |
| IBKR | Interactive Brokers Group Inc | $1,151.59万 | 0.05% | 171,700 | 22,700 | 15.2% | $152.25万 | 加仓 |
| JBL | Jabil Inc | $1,139.55万 | 0.04% | 42,900 | 3,200 | 8.1% | $85.00万 | 加仓 |
| ROL | Rollins Inc | $1,138.30万 | 0.04% | 213,125 | 1,100 | 0.5% | $5.88万 | 加仓 |
| TWLO | Twilio Inc | $1,124.83万 | 0.04% | 89,400 | -600 | -0.7% | -$7.55万 | 减仓 |
| CPRT | Copart Inc | $1,123.16万 | 0.04% | 338,300 | 7,700 | 2.3% | $25.56万 | 加仓 |
| PAYX | Paychex Inc | $1,110.77万 | 0.04% | 120,579 | 5,500 | 4.8% | $50.67万 | 加仓 |
| VRSK | Verisk Analytics Inc | $1,109.47万 | 0.04% | 58,470 | 1,400 | 2.5% | $26.57万 | 加仓 |
| ACM | AECOM | $1,108.60万 | 0.04% | 130,700 | 0 | 0.0% | — | 不变 |
| FIS | Fidelity National Information Services Inc | $1,106.92万 | 0.04% | 235,967 | 14,500 | 6.5% | $68.02万 | 加仓 |
| IQV | IQVIA Holdings Inc | $1,099.56万 | 0.04% | 64,475 | 0 | 0.0% | — | 不变 |
| CBOE | Cboe Global Markets Inc | $1,090.55万 | 0.04% | 38,800 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp | $1,083.85万 | 0.04% | 418,800 | 39,800 | 10.5% | $103.00万 | 加仓 |
| FSLR | First Solar Inc | $1,057.31万 | 0.04% | 53,600 | 2,800 | 5.5% | $55.23万 | 加仓 |
| FLEX | Flex Ltd | $1,056.52万 | 0.04% | 161,400 | 8,800 | 5.8% | $57.60万 | 加仓 |
| AMRZ | Amrize Ltd | $1,052.90万 | 0.04% | 187,951 | 0 | 0.0% | — | 不变 |
| EQT | EQT Corp | $1,051.33万 | 0.04% | 165,200 | 18,600 | 12.7% | $118.37万 | 加仓 |
| CASY | Casey's General Stores Inc | $1,019.00万 | 0.04% | 14,000 | 5,900 | 72.8% | $429.44万 | 加仓 |
| RJF | Raymond James Financial Inc | $1,017.56万 | 0.04% | 70,278 | 0 | 0.0% | — | 不变 |
| STLD | Steel Dynamics Inc | $1,015.94万 | 0.04% | 56,300 | 2,900 | 5.4% | $52.33万 | 加仓 |
| VEEV | Veeva Systems Inc | $1,015.31万 | 0.04% | 57,800 | 0 | 0.0% | — | 不变 |
| WY | Weyerhaeuser Co | $1,009.65万 | 0.04% | 413,281 | -4,000 | -1.0% | -$9.77万 | 减仓 |
| DG | Dollar General Corp | $1,008.84万 | 0.04% | 84,969 | 0 | 0.0% | — | 不变 |
| PPG | PPG Industries Inc | $1,007.41万 | 0.04% | 94,256 | 6,300 | 7.2% | $67.33万 | 加仓 |
| ZBH | Zimmer Biomet Holdings Inc | $1,007.23万 | 0.04% | 111,144 | -900 | -0.8% | -$8.16万 | 减仓 |
| HUBB | Hubbell Inc | $1,004.05万 | 0.04% | 20,460 | 1,760 | 9.4% | $86.37万 | 加仓 |
| MTD | Mettler-Toledo International Inc | $1,003.03万 | 0.04% | 7,953 | 0 | 0.0% | — | 不变 |
| SEIC | SEI Investments Co | $1,002.85万 | 0.04% | 127,800 | 600 | 0.5% | $4.71万 | 加仓 |
| P | Everpure Inc | $1,000.14万 | 0.04% | 169,400 | 10,500 | 6.6% | $61.99万 | 加仓 |
| NTRS | Northern Trust Corp | $984.68万 | 0.04% | 70,209 | 0 | 0.0% | — | 不变 |
| EXR | Extra Space Storage Inc | $970.10万 | 0.04% | 73,980 | 200 | 0.3% | $2.62万 | 加仓 |
| NTRA | Natera Inc | $963.95万 | 0.04% | 48,200 | 0 | 0.0% | — | 不变 |
| CFG | Citizens Financial Group Inc | $963.48万 | 0.04% | 160,660 | 14,000 | 9.5% | $83.96万 | 加仓 |
| APTV | Aptiv PLC | $960.57万 | 0.04% | 138,331 | 900 | 0.7% | $6.25万 | 加仓 |
| EXE | Expand Energy Corp | $955.44万 | 0.04% | 87,032 | 7,000 | 8.7% | $76.85万 | 加仓 |
| FANG | Diamondback Energy Inc | $955.33万 | 0.04% | 48,300 | 2,700 | 5.9% | $53.40万 | 加仓 |
| GDDY | GoDaddy Inc | $943.26万 | 0.04% | 114,100 | 0 | 0.0% | — | 不变 |
| LPLA | LPL Financial Holdings Inc | $941.60万 | 0.04% | 31,300 | 600 | 2.0% | $18.05万 | 加仓 |
| TRMB | Trimble Inc | $936.55万 | 0.04% | 143,576 | -1,600 | -1.1% | -$10.44万 | 减仓 |
| CDW | CDW Corp/DE | $934.27万 | 0.04% | 77,200 | -1,300 | -1.7% | -$15.73万 | 减仓 |
| FICO | Fair Isaac Corp | $924.49万 | 0.04% | 8,660 | 0 | 0.0% | — | 不变 |
| DXCM | Dexcom Inc | $906.20万 | 0.04% | 144,300 | 0 | 0.0% | — | 不变 |
| LYV | Live Nation Entertainment Inc | $901.33万 | 0.04% | 59,100 | 0 | 0.0% | — | 不变 |
| FTV | Fortive Corp | $900.86万 | 0.04% | 162,963 | 0 | 0.0% | — | 不变 |
| ON | ON Semiconductor Corp | $895.36万 | 0.04% | 144,600 | 100 | 0.1% | $6,192 | 加仓 |
| Q | Qnity Electronics Inc | $891.16万 | 0.03% | 77,237 | 0 | 0.0% | — | 不变 |
| MKL | Markel Group Inc | $886.21万 | 0.03% | 4,630 | 0 | 0.0% | — | 不变 |
| BG | Bunge Global SA | $883.08万 | 0.03% | 69,399 | 0 | 0.0% | — | 不变 |
| CINF | Cincinnati Financial Corp | $881.27万 | 0.03% | 55,724 | 0 | 0.0% | — | 不变 |
| TIGO | Millicom International Cellular S.A. | $877.79万 | 0.03% | 117,133 | -7,564 | -6.1% | -$56.68万 | 减仓 |
| ASTS | AST SpaceMobile Inc | $866.82万 | 0.03% | 104,600 | 56,400 | 117.0% | $467.39万 | 加仓 |
| TSCO | Tractor Supply Co | $862.31万 | 0.03% | 190,355 | 0 | 0.0% | — | 不变 |
| PHM | PulteGroup Inc | $860.92万 | 0.03% | 73,064 | 1,900 | 2.7% | $22.39万 | 加仓 |
| RF | Regions Financial Corp | $858.13万 | 0.03% | 325,726 | 0 | 0.0% | — | 不变 |
| ORA | Ormat Technologies Inc | $849.47万 | 0.03% | 75,900 | 2,000 | 2.7% | $22.38万 | 加仓 |
| ARES | Ares Management Corp | $845.52万 | 0.03% | 77,500 | 0 | 0.0% | — | 不变 |
| CCEP | Coca-Cola Europacific Partners PLC | $841.42万 | 0.03% | 92,800 | 2,500 | 2.8% | $22.67万 | 加仓 |
| LH | Labcorp Holdings Inc | $837.60万 | 0.03% | 31,393 | 1,880 | 6.4% | $50.16万 | 加仓 |
| DRI | Darden Restaurants Inc | $827.29万 | 0.03% | 42,200 | 0 | 0.0% | — | 不变 |
| KHC | Kraft Heinz Co/The | $825.74万 | 0.03% | 367,159 | 34,900 | 10.5% | $78.49万 | 加仓 |
| OKTA | Okta Inc | $824.88万 | 0.03% | 104,800 | 2,600 | 2.5% | $20.46万 | 加仓 |
| EFX | Equifax Inc | $823.91万 | 0.03% | 45,755 | 0 | 0.0% | — | 不变 |