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 |
|---|---|---|---|---|---|---|---|---|
| BR | BROADRIDGE FINANCIAL | $88.55万 | 0.02% | 5,450 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $88.56万 | 0.02% | 5,072 | 0 | 0.0% | — | 不变 |
| HUM | HUMANA | $89.69万 | 0.02% | 5,173 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS | $90.19万 | 0.02% | 1,521 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY | $90.69万 | 0.02% | 1,735 | 160 | 10.2% | $8.36万 | 加仓 |
| CHD | CHURCH & DWIGHT | $91.47万 | 0.02% | 9,802 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP | $91.74万 | 0.02% | 7,800 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANC | $92.02万 | 0.02% | 58,800 | -5,600 | -8.7% | -$8.76万 | 减仓 |
| WDAY | WORKDAY A | $92.63万 | 0.02% | 7,130 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP | $93.47万 | 0.02% | 4,484 | -510 | -10.2% | -$10.63万 | 减仓 |
| DOW | DOW | $93.96万 | 0.02% | 22,560 | -10,440 | -31.6% | -$43.48万 | 减仓 |
| CIB | GRUPO CIBEST ADR | $94.65万 | 0.03% | 13,000 | 1,900 | 17.1% | $13.83万 | 加仓 |
| XYL | XYLEM | $95.36万 | 0.03% | 7,980 | 0 | 0.0% | — | 不变 |
| CPRT | COPART | $96.36万 | 0.03% | 29,023 | -2,500 | -7.9% | -$8.30万 | 减仓 |
| EME | EMCOR GROUP | $97.46万 | 0.03% | 1,320 | -380 | -22.4% | -$28.06万 | 减仓 |
| OTIS | OTIS WORLDWIDE | $99.26万 | 0.03% | 12,877 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX | $99.49万 | 0.03% | 10,800 | 0 | 0.0% | — | 不变 |
| JBL | JABIL | $100.91万 | 0.03% | 3,799 | 800 | 26.7% | $21.25万 | 加仓 |
| RKLB | ROCKET LAB | $102.43万 | 0.03% | 15,950 | -1,450 | -8.3% | -$9.31万 | 减仓 |
| QLYS | QUALYS | $102.61万 | 0.03% | 11,680 | 0 | 0.0% | — | 不变 |
| BE | BLOOM ENERGY CORP A | $103.03万 | 0.03% | 7,604 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND | $104.53万 | 0.03% | 13,047 | 0 | 0.0% | — | 不变 |
| FISV | FISERV | $104.80万 | 0.03% | 18,781 | -2,220 | -10.6% | -$12.39万 | 减仓 |
| SCCO | SOUTHERN COPPER CORP | $104.99万 | 0.03% | 6,102 | 51 | 0.8% | $8,775 | 加仓 |
| RBLX | ROBLOX CORP | $105.19万 | 0.03% | 18,598 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $105.70万 | 0.03% | 14,444 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDS HKD | $106.34万 | 0.03% | 21,800 | -3,200 | -12.8% | -$15.61万 | 减仓 |
| GEHC | GE HEALTHCARE TECH | $106.92万 | 0.03% | 15,021 | 0 | 0.0% | — | 不变 |
| VMC | VULCAN MATERIALS | $107.91万 | 0.03% | 3,963 | -320 | -7.5% | -$8.71万 | 减仓 |
| SRRK | SCHOLAR ROCK HOLDING | $108.82万 | 0.03% | 22,136 | 5,762 | 35.2% | $28.33万 | 加仓 |
| WSM | WILLIAMS SONOMA | $110.05万 | 0.03% | 6,036 | 500 | 9.0% | $9.12万 | 加仓 |
| TPR | TAPESTRY INC | $110.07万 | 0.03% | 7,800 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL | $111.91万 | 0.03% | 4,465 | 1,426 | 46.9% | $35.74万 | 加仓 |
| MTD | METTLER-TOLEDO | $112.25万 | 0.03% | 890 | 0 | 0.0% | — | 不变 |
| RMD | RESMED | $112.64万 | 0.03% | 5,018 | -512 | -9.3% | -$11.49万 | 减仓 |
| STT | STATE STREET | $113.01万 | 0.03% | 8,929 | -900 | -9.2% | -$11.39万 | 减仓 |
| AXON | AXON ENTERPRISE | $113.05万 | 0.03% | 2,662 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECH | $114.21万 | 0.03% | 10,020 | 0 | 0.0% | — | 不变 |
| MTB | M&T BANK | $114.40万 | 0.03% | 5,534 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY | $115.60万 | 0.03% | 9,263 | 0 | 0.0% | — | 不变 |
| HPE | HP ENTERPRISE CO | $115.60万 | 0.03% | 48,552 | -6,000 | -11.0% | -$14.29万 | 减仓 |
| TSCO | TRACTOR SUPPLY | $115.74万 | 0.03% | 25,550 | 2,000 | 8.5% | $9.06万 | 加仓 |
| — | TERNS PHARMACEUT | $116.79万 | 0.03% | 22,152 | 950 | 4.5% | $5.01万 | 加仓 |
| HSY | HERSHEY | $118.29万 | 0.03% | 5,690 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO | $119.12万 | 0.03% | 16,700 | -2,200 | -11.6% | -$15.69万 | 减仓 |
| PRU | PRUDENTIAL FINL | $120.87万 | 0.03% | 12,373 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATE | $121.27万 | 0.03% | 2,060 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $122.94万 | 0.03% | 106,538 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT | $125.06万 | 0.03% | 6,400 | 1,300 | 25.5% | $25.40万 | 加仓 |
| IQV | IQVIA HOLDINGS | $125.53万 | 0.03% | 7,361 | -600 | -7.5% | -$10.23万 | 减仓 |
| KMB | KIMBERLY CLARK | $125.72万 | 0.03% | 13,032 | 0 | 0.0% | — | 不变 |
| NDAQ | NASDAQ OMX GROUP | $126.25万 | 0.03% | 14,872 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MARKETS | $126.31万 | 0.03% | 18,227 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOM | $127.51万 | 0.03% | 3,553 | 0 | 0.0% | — | 不变 |
| HIG | HARTFORD FIN SERV | $127.81万 | 0.03% | 9,451 | -750 | -7.4% | -$10.14万 | 减仓 |
| VTR | VENTAS | $128.10万 | 0.03% | 15,664 | -2,300 | -12.8% | -$18.81万 | 减仓 |
| COHR | COHERENT CORP | $128.63万 | 0.03% | 5,400 | 5,400 | — | $128.63万 | 新建仓 |
| KVUE | KENVUE | $129.64万 | 0.03% | 75,200 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE | $129.68万 | 0.03% | 8,598 | -400 | -4.4% | -$6.03万 | 减仓 |
| IRM | IRON MOUNTAIN REIT | $129.75万 | 0.03% | 12,703 | 0 | 0.0% | — | 不变 |
| WAT | WATERS | $130.59万 | 0.03% | 4,385 | 1,861 | 73.7% | $55.42万 | 加仓 |
| DDOG | DATADOG | $131.04万 | 0.03% | 11,100 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLD | $131.53万 | 0.03% | 27,691 | 27,691 | — | $131.53万 | 新建仓 |
| CVNA | CARVANA | $132.04万 | 0.03% | 4,200 | 100 | 2.4% | $3.14万 | 加仓 |
| ADM | ARCHER DANIELS M | $132.59万 | 0.04% | 18,240 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER | $134.84万 | 0.04% | 51,210 | 0 | 0.0% | — | 不变 |
| PYPL | PAYPAL | $135.60万 | 0.04% | 29,980 | 0 | 0.0% | — | 不变 |
| DHI | DR HORTON | $137.91万 | 0.04% | 10,050 | -650 | -6.1% | -$8.92万 | 减仓 |
| FITB | FIFTH THIRD BAN | $139.95万 | 0.04% | 30,123 | 6,990 | 30.2% | $32.48万 | 加仓 |
| MDLZ | MONDELEZ INTL | $140.27万 | 0.04% | 24,335 | -24,500 | -50.2% | -$141.22万 | 减仓 |
| MET | METLIFE | $141.08万 | 0.04% | 19,949 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $142.42万 | 0.04% | 30,981 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE COR | $142.62万 | 0.04% | 19,682 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE | $143.81万 | 0.04% | 3,236 | 0 | 0.0% | — | 不变 |
| WAB | WABTEC | $145.05万 | 0.04% | 5,804 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $145.47万 | 0.04% | 25,834 | -3,091 | -10.7% | -$17.41万 | 减仓 |
| PSA | PUBLIC STORAGE | $147.44万 | 0.04% | 5,443 | -350 | -6.0% | -$9.48万 | 减仓 |
| AIG | AMERICAN INTL GR | $147.60万 | 0.04% | 19,614 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB | $147.67万 | 0.04% | 11,694 | -247,237 | -95.5% | -$3,122.11万 | 减仓 |
| CCI | CROWN CASTLE | $151.21万 | 0.04% | 18,597 | 1,300 | 7.5% | $10.57万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTIC | $151.67万 | 0.04% | 4,584 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERV | $151.76万 | 0.04% | 6,929 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE | $154.70万 | 0.04% | 458 | -50 | -9.8% | -$16.89万 | 减仓 |
| AME | AMETEK | $154.77万 | 0.04% | 7,220 | -1,420 | -16.4% | -$30.44万 | 减仓 |
| DASH | DOORDASH | $156.62万 | 0.04% | 10,431 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE A | $160.20万 | 0.04% | 7,764 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON | $160.47万 | 0.04% | 10,206 | 3,100 | 43.6% | $48.74万 | 加仓 |
| ETR | ENTERGY | $160.53万 | 0.04% | 14,287 | -913 | -6.0% | -$10.26万 | 减仓 |
| TER | TERADYNE | $163.35万 | 0.04% | 5,510 | 0 | 0.0% | — | 不变 |
| KEYS | KEYSIGHT TECH | $163.77万 | 0.04% | 5,800 | -700 | -10.8% | -$19.77万 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRI | $164.96万 | 0.04% | 51,534 | -4,000 | -7.2% | -$12.80万 | 减仓 |
| FERG | FERGUSON USD | $166.08万 | 0.04% | 7,120 | 520 | 7.9% | $12.13万 | 加仓 |
| CELH | CELSIUS HOLDINGS | $167.06万 | 0.04% | 47,085 | 2,358 | 5.3% | $8.37万 | 加仓 |
| CBRE | CBRE GROUP A | $167.97万 | 0.04% | 12,400 | -600 | -4.6% | -$8.13万 | 减仓 |
| APO | APOLLO GLOB MANAGEM | $168.48万 | 0.04% | 15,121 | -1,029 | -6.4% | -$11.47万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES | $168.48万 | 0.04% | 233,035 | 59,816 | 34.5% | $43.25万 | 加仓 |
| LITE | LUMENTUM HOLDINGS | $168.66万 | 0.04% | 2,400 | 2,400 | — | $168.66万 | 新建仓 |
| YUM | YUM BRANDS | $170.89万 | 0.05% | 10,991 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY | $171.48万 | 0.05% | 18,840 | 1,300 | 7.4% | $11.83万 | 加仓 |
| NKE | NIKE | $171.64万 | 0.05% | 32,496 | 0 | 0.0% | — | 不变 |