Maj Invest Holding A/S
COPENHAGEN K G7 · SEC CIK 0001730525
$21.99亿2026Q2 申报市值
38持仓数
65.8%前十大占比 · 第一大 8.8%
0 / 2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
META 加仓+$2,655.05万
HCA 加仓+$2,339.80万
AXP 加仓+$2,074.02万
KR 加仓+$1,471.22万
CI 加仓+$1,467.71万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$1.75亿
QCOM 减仓-$6,340.10万
CSX 减仓-$5,038.04万
UNP 减仓-$4,746.26万
BRK/B 减仓-$2,628.44万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $5.40万 | 0.00% | 3,200 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $8.00万 | 0.00% | 160 | 0 | 0.0% | — | 不变 |
| NOC | NORTHROP GRUMMAN CORP | $9.20万 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $9.60万 | 0.00% | 4,000 | 0 | 0.0% | — | 不变 |
| BIDU | BAIDU INC | $9.70万 | 0.00% | 850 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $10.10万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $10.40万 | 0.00% | 1,490 | 500 | 50.5% | $3.49万 | 加仓 |
| SONY | SONY GROUP CORP | $11.00万 | 0.01% | 5,500 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $11.10万 | 0.01% | 245 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $11.20万 | 0.01% | 375 | -275 | -42.3% | -$8.21万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $11.90万 | 0.01% | 470 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOMATION INC | $11.90万 | 0.01% | 240 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $12.80万 | 0.01% | 307 | 0 | 0.0% | — | 不变 |
| GD | GENERAL DYNAMICS CORP | $14.20万 | 0.01% | 400 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $15.10万 | 0.01% | 2,500 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $15.40万 | 0.01% | 450 | -300 | -40.0% | -$10.27万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $16.00万 | 0.01% | 315 | 0 | 0.0% | — | 不变 |
| INTC | INTEL CORP | $16.10万 | 0.01% | 1,150 | -850 | -42.5% | -$11.90万 | 减仓 |
| SCI | SERVICE CORP INTL | $2,516.60万 | 1.14% | 331,276 | -43,653 | -11.6% | -$331.62万 | 减仓 |
| NEM | NEWMONT CORP | $4,183.60万 | 1.90% | 447,920 | -31,631 | -6.6% | -$295.44万 | 减仓 |
| ZTS | ZOETIS INC | $4,287.70万 | 1.95% | 596,697 | -78,471 | -11.6% | -$563.87万 | 减仓 |
| AFL | AFLAC INC | $6,019.10万 | 2.74% | 513,359 | -61,154 | -10.6% | -$717.03万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $8,894.30万 | 4.04% | 229,987 | -30,183 | -11.6% | -$1,167.27万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $9,064.50万 | 4.12% | 232,486 | 60,011 | 34.8% | $2,339.80万 | 加仓 |
| UNP | UNION PAC CORP | $9,497.50万 | 4.32% | 349,171 | -174,494 | -33.3% | -$4,746.26万 | 减仓 |
| KR | KROGER CO | $9,887.50万 | 4.50% | 1,780,542 | 264,937 | 17.5% | $1,471.22万 | 加仓 |
| LOW | LOWES COS INC | $1.03亿 | 4.67% | 465,406 | -61,461 | -11.7% | -$1,355.15万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1.04亿 | 4.74% | 969,545 | -128,641 | -11.7% | -$1,382.88万 | 减仓 |
| GOOGL | ALPHABET INC | $1.18亿 | 5.36% | 329,595 | -43,592 | -11.7% | -$1,557.82万 | 减仓 |
| CSX | CSX CORP | $1.20亿 | 5.46% | 2,526,725 | -1,059,954 | -29.6% | -$5,038.04万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1.21亿 | 5.49% | 262,966 | -34,712 | -11.7% | -$1,592.46万 | 减仓 |
| CI | THE CIGNA GROUP | $1.22亿 | 5.57% | 443,993 | 53,240 | 13.6% | $1,467.71万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.27亿 | 5.78% | 375,514 | 61,316 | 19.5% | $2,074.02万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.28亿 | 5.81% | 176,751 | -241,845 | -57.8% | -$1.75亿 | 减仓 |
| HPQ | HP INC | $1.64亿 | 7.46% | 7,474,697 | -984,551 | -11.6% | -$2,160.12万 | 减仓 |
| META | META PLATFORMS INC | $1.71亿 | 7.76% | 302,931 | 47,135 | 18.4% | $2,655.05万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.83亿 | 8.30% | 364,813 | -52,528 | -12.6% | -$2,628.44万 | 减仓 |
| QCOM | QUALCOMM INC | $1.94亿 | 8.82% | 1,049,807 | -343,099 | -24.6% | -$6,340.10万 | 减仓 |