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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA Corp | $19.94亿 | 6.43% | 9,964,860 | 159,800 | 1.6% | $3,197.44万 | 加仓 |
| AAPL | Apple Inc | $19.14亿 | 6.17% | 6,616,324 | 455,220 | 7.4% | $1.32亿 | 加仓 |
| MSFT | Microsoft Corp | $11.70亿 | 3.77% | 3,137,328 | 208,760 | 7.1% | $7,787.17万 | 加仓 |
| GOOGL | Alphabet Inc | $9.32亿 | 3.01% | 2,607,440 | 159,380 | 6.5% | $5,695.76万 | 加仓 |
| AMZN | Amazon.com Inc | $9.12亿 | 2.94% | 3,827,000 | 243,400 | 6.8% | $5,801.20万 | 加仓 |
| AVGO | Broadcom Inc | $7.04亿 | 2.27% | 1,863,840 | 165,080 | 9.7% | $6,235.90万 | 加仓 |
| GOOG | Alphabet Inc | $7.03亿 | 2.27% | 1,989,260 | 59,040 | 3.1% | $2,086.06万 | 加仓 |
| MU | Micron Technology Inc | $5.34亿 | 1.72% | 462,285 | 39,280 | 9.3% | $4,534.05万 | 加仓 |
| META | Meta Platforms Inc | $5.16亿 | 1.66% | 915,410 | 105,060 | 13.0% | $5,917.92万 | 加仓 |
| TSLA | Tesla Inc | $4.68亿 | 1.51% | 1,113,250 | -7,560 | -0.7% | -$317.97万 | 减仓 |
| LLY | Eli Lilly & Co | $4.18亿 | 1.35% | 348,239 | 30,360 | 9.6% | $3,641.47万 | 加仓 |
| AMD | Advanced Micro Devices Inc | $4.06亿 | 1.31% | 699,047 | 45,200 | 6.9% | $2,625.71万 | 加仓 |
| JPM | JPMorgan Chase & Co | $3.79亿 | 1.22% | 1,159,272 | 15,080 | 1.3% | $493.61万 | 加仓 |
| JNJ | Johnson & Johnson | $2.98亿 | 0.96% | 1,174,114 | 84,400 | 7.7% | $2,143.51万 | 加仓 |
| V | Visa Inc | $2.84亿 | 0.92% | 828,882 | 65,120 | 8.5% | $2,234.20万 | 加仓 |
| AMAT | Applied Materials Inc | $2.83亿 | 0.91% | 391,701 | 27,560 | 7.6% | $1,992.59万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc | $2.80亿 | 0.90% | 559,933 | 35,080 | 6.7% | $1,755.37万 | 加仓 |
| LRCX | Lam Research Corp | $2.71亿 | 0.88% | 626,180 | 43,900 | 7.5% | $1,903.27万 | 加仓 |
| INTC | Intel Corp | $2.70亿 | 0.87% | 1,931,408 | 230,600 | 13.6% | $3,219.87万 | 加仓 |
| — | ExxonMobil Holdings Corp | $2.61亿 | 0.84% | 1,906,036 | 106,000 | 5.9% | $1,449.23万 | 加仓 |
| CSCO | Cisco Systems Inc | $2.17亿 | 0.70% | 1,848,715 | 164,100 | 9.7% | $1,927.52万 | 加仓 |
| KLAC | KLA Corp | $2.16亿 | 0.70% | 716,470 | 25,070 | 3.6% | $756.39万 | 加仓 |
| MA | Mastercard Inc | $2.14亿 | 0.69% | 417,114 | 26,320 | 6.7% | $1,351.80万 | 加仓 |
| ABBV | AbbVie Inc | $2.11亿 | 0.68% | 836,672 | 38,300 | 4.8% | $963.78万 | 加仓 |
| WMT | Walmart Inc | $2.03亿 | 0.65% | 1,791,600 | 17,900 | 1.0% | $202.74万 | 加仓 |
| KO | Coca-Cola Co/The | $1.88亿 | 0.61% | 2,299,945 | 270,700 | 13.3% | $2,211.48万 | 加仓 |
| COST | Costco Wholesale Corp | $1.70亿 | 0.55% | 181,980 | 17,240 | 10.5% | $1,612.75万 | 加仓 |
| PG | Procter & Gamble Co/The | $1.69亿 | 0.55% | 1,154,429 | 88,700 | 8.3% | $1,300.70万 | 加仓 |
| BAC | Bank of America Corp | $1.68亿 | 0.54% | 2,951,641 | 112,300 | 4.0% | $639.89万 | 加仓 |
| MRK | Merck & Co Inc | $1.65亿 | 0.53% | 1,277,070 | 80,200 | 6.7% | $1,036.14万 | 加仓 |
| UNH | UnitedHealth Group Inc | $1.56亿 | 0.50% | 374,455 | 18,000 | 5.0% | $748.13万 | 加仓 |
| HD | Home Depot Inc/The | $1.45亿 | 0.47% | 410,882 | 21,520 | 5.5% | $758.97万 | 加仓 |
| CVX | Chevron Corp | $1.43亿 | 0.46% | 863,597 | 38,400 | 4.7% | $636.52万 | 加仓 |
| GEV | GE Vernova Inc | $1.40亿 | 0.45% | 119,470 | 10,420 | 9.6% | $1,224.65万 | 加仓 |
| GS | Goldman Sachs Group Inc/The | $1.39亿 | 0.45% | 137,023 | 1,680 | 1.2% | $169.91万 | 加仓 |
| NFLX | Netflix Inc | $1.38亿 | 0.44% | 1,927,210 | 182,860 | 10.5% | $1,305.62万 | 加仓 |
| GE | General Electric Company | $1.37亿 | 0.44% | 366,413 | 37,880 | 11.5% | $1,415.69万 | 加仓 |
| C | Citigroup Inc | $1.27亿 | 0.41% | 906,541 | 8,000 | 0.9% | $111.97万 | 加仓 |
| PANW | Palo Alto Networks Inc | $1.23亿 | 0.40% | 359,916 | 3,800 | 1.1% | $129.59万 | 加仓 |
| TXN | Texas Instruments Inc | $1.22亿 | 0.39% | 408,985 | 68,500 | 20.1% | $2,041.78万 | 加仓 |
| IBM | International Business Machines Corp | $1.21亿 | 0.39% | 429,190 | 18,760 | 4.6% | $527.55万 | 加仓 |
| WDC | Western Digital Corp | $1.21亿 | 0.39% | 188,783 | 16,060 | 9.3% | $1,025.78万 | 加仓 |
| MRVL | Marvell Technology Inc | $1.16亿 | 0.38% | 390,739 | -53,400 | -12.0% | -$1,590.73万 | 减仓 |
| WFC | Wells Fargo & Company | $1.13亿 | 0.37% | 1,369,675 | 48,300 | 3.7% | $399.15万 | 加仓 |
| MS | Morgan Stanley | $1.09亿 | 0.35% | 520,889 | 19,800 | 4.0% | $413.90万 | 加仓 |
| DE | Deere & Co | $1.09亿 | 0.35% | 170,909 | 8,720 | 5.4% | $554.34万 | 加仓 |
| PLTR | Palantir Technologies Inc | $1.07亿 | 0.34% | 915,400 | 60,900 | 7.1% | $710.52万 | 加仓 |
| ADI | Analog Devices Inc | $1.05亿 | 0.34% | 264,141 | 17,920 | 7.3% | $711.73万 | 加仓 |
| QCOM | QUALCOMM Inc | $1.02亿 | 0.33% | 552,701 | -60,900 | -9.9% | -$1,125.37万 | 减仓 |
| ORCL | Oracle Corp | $1.01亿 | 0.33% | 689,142 | 39,800 | 6.1% | $583.27万 | 加仓 |
| APH | Amphenol Corp | $9,908.08万 | 0.32% | 561,224 | 103,800 | 22.7% | $1,832.53万 | 加仓 |
| LIN | Linde PLC | $9,904.18万 | 0.32% | 190,854 | 15,200 | 8.7% | $788.79万 | 加仓 |
| GLW | Corning Inc | $9,822.82万 | 0.32% | 384,560 | 5,500 | 1.5% | $140.49万 | 加仓 |
| VZ | Verizon Communications Inc | $9,679.03万 | 0.31% | 2,286,024 | 143,700 | 6.7% | $608.43万 | 加仓 |
| GILD | Gilead Sciences Inc | $9,631.00万 | 0.31% | 762,308 | 43,900 | 6.1% | $554.63万 | 加仓 |
| BMY | Bristol-Myers Squibb Co | $9,467.30万 | 0.31% | 1,643,058 | 51,400 | 3.2% | $296.17万 | 加仓 |
| ANET | Arista Networks Inc | $9,326.41万 | 0.30% | 549,000 | 2,300 | 0.4% | $39.07万 | 加仓 |
| MCD | McDonald's Corp | $9,233.14万 | 0.30% | 341,576 | 14,440 | 4.4% | $390.33万 | 加仓 |
| NEE | NextEra Energy Inc | $9,129.06万 | 0.29% | 1,040,112 | 44,300 | 4.4% | $388.82万 | 加仓 |
| ETN | Eaton Corp PLC | $9,089.52万 | 0.29% | 213,309 | 12,200 | 6.1% | $519.87万 | 加仓 |
| PEP | PepsiCo Inc | $8,914.68万 | 0.29% | 658,396 | 67,600 | 11.4% | $915.30万 | 加仓 |
| STX | Seagate Technology Holdings PLC | $8,880.46万 | 0.29% | 91,955 | 9,960 | 12.1% | $961.88万 | 加仓 |
| TJX | TJX Cos Inc/The | $8,747.61万 | 0.28% | 577,400 | 63,000 | 12.2% | $954.45万 | 加仓 |
| T | AT&T Inc | $8,642.38万 | 0.28% | 4,175,064 | 284,300 | 7.3% | $588.50万 | 加仓 |
| AXP | American Express Co | $8,493.42万 | 0.27% | 251,099 | 17,080 | 7.3% | $577.73万 | 加仓 |
| UNP | Union Pacific Corp | $8,327.66万 | 0.27% | 306,164 | 44,900 | 17.2% | $1,221.28万 | 加仓 |
| AMGN | Amgen Inc | $8,198.25万 | 0.26% | 226,396 | 20,520 | 10.0% | $743.07万 | 加仓 |
| CMI | Cummins Inc | $8,192.00万 | 0.26% | 114,861 | 4,200 | 3.8% | $299.55万 | 加仓 |
| TMO | Thermo Fisher Scientific Inc | $7,712.19万 | 0.25% | 153,703 | 6,680 | 4.5% | $335.18万 | 加仓 |
| DIS | Walt Disney Co/The | $7,688.14万 | 0.25% | 793,512 | 36,600 | 4.8% | $354.61万 | 加仓 |
| HWM | Howmet Aerospace Inc | $7,652.94万 | 0.25% | 284,644 | 17,100 | 6.4% | $459.75万 | 加仓 |
| CRWD | Crowdstrike Holdings Inc | $7,615.37万 | 0.25% | 99,790 | 4,520 | 4.7% | $344.94万 | 加仓 |
| SNDK | Sandisk Corp | $7,521.50万 | 0.24% | 33,080 | 2,180 | 7.1% | $495.67万 | 加仓 |
| PFE | Pfizer Inc | $7,491.85万 | 0.24% | 3,111,232 | 127,500 | 4.3% | $307.02万 | 加仓 |
| WELL | Welltower Inc | $7,357.14万 | 0.24% | 324,146 | 20,800 | 6.9% | $472.10万 | 加仓 |
| CB | Chubb Ltd | $7,349.28万 | 0.24% | 215,042 | 17,840 | 9.0% | $609.70万 | 加仓 |
| PWR | Quanta Services Inc | $7,224.88万 | 0.23% | 100,340 | 2,920 | 3.0% | $210.25万 | 加仓 |
| BKNG | Booking Holdings Inc | $7,194.21万 | 0.23% | 403,625 | 8,800 | 2.2% | $156.85万 | 加仓 |
| CRM | Salesforce Inc | $6,626.65万 | 0.21% | 422,043 | 31,700 | 8.1% | $497.73万 | 加仓 |
| COF | Capital One Financial Corp | $6,619.70万 | 0.21% | 329,962 | 13,200 | 4.2% | $264.82万 | 加仓 |
| MCK | McKesson Corp | $6,551.73万 | 0.21% | 86,630 | 10,680 | 14.1% | $807.72万 | 加仓 |
| COP | ConocoPhillips | $6,453.23万 | 0.21% | 620,742 | 88,100 | 16.5% | $915.89万 | 加仓 |
| MMM | 3M Co | $6,446.66万 | 0.21% | 398,163 | 35,500 | 9.8% | $574.78万 | 加仓 |
| WM | Waste Management Inc | $6,308.69万 | 0.20% | 283,053 | 45,900 | 19.4% | $1,023.02万 | 加仓 |
| CMCSA | Comcast Corp | $6,307.16万 | 0.20% | 2,569,106 | 256,700 | 11.1% | $630.20万 | 加仓 |
| ABT | Abbott Laboratories | $6,281.01万 | 0.20% | 692,199 | -17,600 | -2.5% | -$159.70万 | 减仓 |
| CVS | CVS Health Corp | $6,274.27万 | 0.20% | 606,503 | 49,000 | 8.8% | $506.91万 | 加仓 |
| SCHW | Charles Schwab Corp/The | $6,182.75万 | 0.20% | 670,072 | 29,100 | 4.5% | $268.51万 | 加仓 |
| PH | Parker-Hannifin Corp | $6,143.87万 | 0.20% | 62,813 | 9,400 | 17.6% | $919.43万 | 加仓 |
| SPOT | Spotify Technology SA | $6,088.98万 | 0.20% | 132,620 | -2,500 | -1.9% | -$114.78万 | 减仓 |
| VLO | Valero Energy Corp | $5,864.09万 | 0.19% | 225,161 | 6,600 | 3.0% | $171.89万 | 加仓 |
| ADBE | Adobe Inc | $5,818.53万 | 0.19% | 283,803 | 51,080 | 21.9% | $1,047.24万 | 加仓 |
| ISRG | Intuitive Surgical Inc | $5,744.96万 | 0.19% | 144,462 | 12,040 | 9.1% | $478.81万 | 加仓 |
| CL | Colgate-Palmolive Co | $5,678.87万 | 0.18% | 619,423 | -51,900 | -7.7% | -$475.82万 | 减仓 |
| DELL | Dell Technologies Inc | $5,583.09万 | 0.18% | 129,400 | 2,500 | 2.0% | $107.86万 | 加仓 |
| FTNT | Fortinet Inc | $5,581.01万 | 0.18% | 363,300 | 19,300 | 5.6% | $296.49万 | 加仓 |
| BLK | Blackrock Inc | $5,563.11万 | 0.18% | 57,855 | 2,780 | 5.0% | $267.31万 | 加仓 |
| SPGI | S&P Global Inc | $5,493.86万 | 0.18% | 134,898 | 3,960 | 3.0% | $161.27万 | 加仓 |
| NEM | Newmont Corp | $5,488.94万 | 0.18% | 587,681 | 31,000 | 5.6% | $289.54万 | 加仓 |
| UBER | Uber Technologies Inc | $5,448.08万 | 0.18% | 755,000 | -24,300 | -3.1% | -$175.35万 | 减仓 |