E. Ohman J:or Asset Management AB
STOCKHOLM V7 · SEC CIK 0002009396
$37.77亿2026Q1 申报市值
477持仓数
43.1%前十大占比 · 第一大 8.2%
18 / 22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
TSM 加仓+$2,404.11万
MELI 加仓+$2,191.71万
UBER 加仓+$2,026.99万
GNRC 新建仓+$1,997.15万
AVGO 加仓+$1,733.35万
2026Q1 卖出最多 按季末市值估算
GOOGL 减仓-$4,486.86万
FIX 减仓-$4,239.02万
ABNB 减仓-$3,122.11万
AMZN 减仓-$2,821.91万
DOCS 清仓-$2,469.91万
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 |
|---|---|---|---|---|---|---|---|---|
| TSN | TYSON FOODS | $49.21万 | 0.01% | 7,680 | 0 | 0.0% | — | 不变 |
| JKHY | JACK HENRY & ASSOC | $49.31万 | 0.01% | 3,120 | 0 | 0.0% | — | 不变 |
| KSPI | KSP LI | $49.32万 | 0.01% | 6,659 | -1,757 | -20.9% | -$13.01万 | 减仓 |
| CF | CF INDUSTRIES HLD | $49.34万 | 0.01% | 3,800 | 3,800 | — | $49.34万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE | $49.36万 | 0.01% | 32,800 | 5,000 | 18.0% | $7.53万 | 加仓 |
| CSL | CARLISLE COMPANIES | $50.04万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| IT | GARTNER | $50.19万 | 0.01% | 3,170 | 0 | 0.0% | — | 不变 |
| PTC | PTC | $50.30万 | 0.01% | 3,530 | -1,100 | -23.8% | -$15.67万 | 减仓 |
| LEN | LENNAR | $50.42万 | 0.01% | 5,806 | 0 | 0.0% | — | 不变 |
| COO | COOPER | $50.77万 | 0.01% | 7,100 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE | $50.95万 | 0.01% | 5,413 | -971 | -15.2% | -$9.14万 | 减仓 |
| SNA | SNAP-ON | $51.21万 | 0.01% | 1,410 | 300 | 27.0% | $10.90万 | 加仓 |
| DKS | DICKS SPORTING GOODS | $51.69万 | 0.01% | 2,607 | 0 | 0.0% | — | 不变 |
| HUBS | HUBSPOT | $52.73万 | 0.01% | 2,160 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES | $52.73万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN | $53.43万 | 0.01% | 39,900 | 8,300 | 26.3% | $11.11万 | 加仓 |
| REG | REGENCY CENTERS | $53.55万 | 0.01% | 7,078 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE STEEL & ALU | $53.67万 | 0.01% | 1,766 | -484 | -21.5% | -$14.71万 | 减仓 |
| ASTS | AST SPACEMOBILE | $53.87万 | 0.01% | 6,500 | 6,500 | — | $53.87万 | 新建仓 |
| SUI | SUN COMMUNITIES | $53.87万 | 0.01% | 4,277 | 0 | 0.0% | — | 不变 |
| Q | QNITY ELECTRONICS | $54.19万 | 0.01% | 4,697 | -4,000 | -46.0% | -$46.15万 | 减仓 |
| CPAY | CORPAY | $54.76万 | 0.01% | 1,882 | 1,197 | 174.7% | $34.83万 | 加仓 |
| VMRK | EQUITY RESIDENT | $54.78万 | 0.01% | 9,262 | -5,400 | -36.8% | -$31.94万 | 减仓 |
| KIM | KIMCO REALTY | $55.28万 | 0.01% | 24,600 | 0 | 0.0% | — | 不变 |
| RDY | DR REDDY'S LAB | $55.40万 | 0.01% | 40,000 | 7,000 | 21.2% | $9.70万 | 加仓 |
| IEX | IDEX | $55.73万 | 0.01% | 2,940 | -560 | -16.0% | -$10.61万 | 减仓 |
| CSGP | COSTAR GROUP | $55.75万 | 0.01% | 13,820 | -2,800 | -16.8% | -$11.30万 | 减仓 |
| WY | WEYERHAEUSER CO | $55.94万 | 0.01% | 22,900 | -11,000 | -32.4% | -$26.87万 | 减仓 |
| ZS | ZSCALER | $56.82万 | 0.02% | 4,050 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE | $57.43万 | 0.02% | 8,804 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS | $57.81万 | 0.02% | 4,931 | -2,139 | -30.3% | -$25.08万 | 减仓 |
| PFG | PRINCIPAL FIN GROUP | $58.12万 | 0.02% | 6,450 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX | $58.55万 | 0.02% | 5,650 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDS | $58.83万 | 0.02% | 6,506 | -1,544 | -19.2% | -$13.96万 | 减仓 |
| — | TEVA PHARMA IND ADR | $59.28万 | 0.02% | 19,680 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GP | $59.52万 | 0.02% | 6,603 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING | $60.11万 | 0.02% | 32,026 | 32,026 | — | $60.11万 | 新建仓 |
| HPQ | HP | $60.32万 | 0.02% | 31,400 | -9,000 | -22.3% | -$17.29万 | 减仓 |
| BBY | BEST BUY | $60.62万 | 0.02% | 9,442 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS | $61.09万 | 0.02% | 4,800 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER | $62.48万 | 0.02% | 17,500 | -3,600 | -17.1% | -$12.85万 | 减仓 |
| ILMN | ILLUMINA | $62.67万 | 0.02% | 5,084 | -1,081 | -17.5% | -$13.32万 | 减仓 |
| TWLO | TWILIO | $62.86万 | 0.02% | 4,996 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE | $63.50万 | 0.02% | 19,394 | 0 | 0.0% | — | 不变 |
| IFF | INTL FLAVORS & FRAGR | $63.74万 | 0.02% | 8,786 | -1,200 | -12.0% | -$8.71万 | 减仓 |
| FTV | FORTIVE | $64.00万 | 0.02% | 11,577 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER | $64.12万 | 0.02% | 8,934 | 1,900 | 27.0% | $13.64万 | 加仓 |
| P | PURE STORAGE | $65.03万 | 0.02% | 11,015 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE | $65.79万 | 0.02% | 5,017 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP | $66.38万 | 0.02% | 13,200 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN | $66.48万 | 0.02% | 10,194 | -1,376 | -11.9% | -$8.97万 | 减仓 |
| LULU | LULULEMON ATHLETICA | $66.60万 | 0.02% | 4,350 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB | $67.04万 | 0.02% | 2,739 | 0 | 0.0% | — | 不变 |
| NVR | NVR | $67.22万 | 0.02% | 102 | -17 | -14.3% | -$11.20万 | 减仓 |
| — | DUPONT DE NEMOURS | $67.30万 | 0.02% | 14,695 | -2,700 | -15.5% | -$12.37万 | 减仓 |
| GIS | GENERAL MILLS | $67.74万 | 0.02% | 18,200 | -3,100 | -14.6% | -$11.54万 | 减仓 |
| LH | LABORATORY CORP OF A | $67.85万 | 0.02% | 2,543 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS | $68.28万 | 0.02% | 4,767 | -983 | -17.1% | -$14.08万 | 减仓 |
| CINF | CINCINNATI FIN | $68.98万 | 0.02% | 4,384 | 2,789 | 174.9% | $43.88万 | 加仓 |
| EFX | EQUIFAX | $69.38万 | 0.02% | 3,853 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FIN | $69.88万 | 0.02% | 26,753 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY | $70.03万 | 0.02% | 4,792 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION | $70.15万 | 0.02% | 4,600 | -2,440 | -34.7% | -$37.21万 | 减仓 |
| — | AVALONBAY COMM | $70.57万 | 0.02% | 4,320 | 0 | 0.0% | — | 不变 |
| SPSC | SPS COMMERCE | $71.31万 | 0.02% | 12,810 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $71.35万 | 0.02% | 31,726 | 0 | 0.0% | — | 不变 |
| VLTO | VERALTO | $71.86万 | 0.02% | 8,127 | -2,100 | -20.5% | -$18.57万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS | $72.75万 | 0.02% | 9,050 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $73.66万 | 0.02% | 9,781 | 2,100 | 27.3% | $15.82万 | 加仓 |
| MKL | MARKEL GROUP | $73.69万 | 0.02% | 385 | -45 | -10.5% | -$8.61万 | 减仓 |
| DECK | DECKERS OUTDOOR | $73.97万 | 0.02% | 7,390 | 700 | 10.5% | $7.01万 | 加仓 |
| VRSN | VERISIGN | $74.14万 | 0.02% | 2,985 | 0 | 0.0% | — | 不变 |
| IBKR | INTERACTIVE BROK A | $75.08万 | 0.02% | 11,195 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS | $75.44万 | 0.02% | 4,383 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP | $75.67万 | 0.02% | 8,900 | 2,500 | 39.1% | $21.25万 | 加仓 |
| BURL | BURLINGTON STORES | $76.79万 | 0.02% | 2,360 | 0 | 0.0% | — | 不变 |
| — | HOLOGIC | $77.10万 | 0.02% | 10,200 | 0 | 0.0% | — | 不变 |
| DGX | QUEST DIAGNOSTICS | $77.41万 | 0.02% | 3,950 | -550 | -12.2% | -$10.78万 | 减仓 |
| HUBB | HUBBELL | $77.68万 | 0.02% | 1,583 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP | $78.67万 | 0.02% | 7,683 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NAT INF | $79.40万 | 0.02% | 16,925 | -2,600 | -13.3% | -$12.20万 | 减仓 |
| NTRS | NORTHERN TRUST | $80.95万 | 0.02% | 5,800 | -1,900 | -24.7% | -$26.52万 | 减仓 |
| XYZ | BLOCK USD | $81.99万 | 0.02% | 13,624 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMM | $82.25万 | 0.02% | 3,810 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE | $83.23万 | 0.02% | 7,600 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $83.24万 | 0.02% | 3,605 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL | $83.56万 | 0.02% | 12,284 | -1,200 | -8.9% | -$8.16万 | 减仓 |
| AWK | AMERICAN WATER W | $83.71万 | 0.02% | 6,151 | -1,300 | -17.4% | -$17.69万 | 减仓 |
| STLD | STEEL DYNAMICS | $83.86万 | 0.02% | 4,659 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORP | $84.63万 | 0.02% | 7,757 | -903 | -10.4% | -$9.85万 | 减仓 |
| CHRW | C.H. ROBINSON WORLDW | $85.53万 | 0.02% | 5,150 | -550 | -9.6% | -$9.13万 | 减仓 |
| INSM | INSMED | $85.67万 | 0.02% | 5,239 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL | $85.94万 | 0.02% | 7,238 | -1,300 | -15.2% | -$15.43万 | 减仓 |
| FICO | FAIR ISAAC | $87.00万 | 0.02% | 815 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINANC | $87.12万 | 0.02% | 6,017 | -1,200 | -16.6% | -$17.37万 | 减仓 |
| VRSK | VERISK ANALYTICS | $87.13万 | 0.02% | 4,592 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $87.53万 | 0.02% | 14,136 | -2,664 | -15.9% | -$16.50万 | 减仓 |
| LPLA | LPL FINANCIAL HLDS | $87.72万 | 0.02% | 2,916 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINANCIAL | $88.16万 | 0.02% | 14,701 | -2,699 | -15.5% | -$16.19万 | 减仓 |
| BIIB | BIOGEN | $88.35万 | 0.02% | 4,819 | -900 | -15.7% | -$16.50万 | 减仓 |