E. Ohman J:or Asset Management AB
STOCKHOLM V7 · SEC CIK 0002009396
$42.97亿2026Q2 申报市值
465持仓数
43.5%前十大占比 · 第一大 8.1%
10 / 22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
LLY 加仓+$4,530.61万
SYK 加仓+$3,765.64万
COF 加仓+$3,524.51万
DOV 加仓+$3,195.21万
RDNT 加仓+$2,568.94万
2026Q2 卖出最多 按季末市值估算
CBOE 减仓-$4,498.23万
GILD 减仓-$4,260.31万
T 减仓-$2,904.94万
PANW 减仓-$2,794.69万
FCNCA 减仓-$2,579.76万
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 |
|---|---|---|---|---|---|---|---|---|
| NRG | NRG ENERGY | $105.63万 | 0.02% | 7,232 | 2,440 | 50.9% | $35.64万 | 加仓 |
| STLD | STEEL DYNAMICS | $106.91万 | 0.02% | 4,659 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND | $106.97万 | 0.02% | 13,047 | 0 | 0.0% | — | 不变 |
| PHM | PULTEGROUP | $107.02万 | 0.02% | 7,800 | 0 | 0.0% | — | 不变 |
| EIX | EDISON INTL | $107.54万 | 0.03% | 14,444 | 0 | 0.0% | — | 不变 |
| CHD | CHURCH & DWIGHT | $109.30万 | 0.03% | 11,282 | 1,480 | 15.1% | $14.34万 | 加仓 |
| ZTS | ZOETIS | $110.41万 | 0.03% | 15,364 | -5,050 | -24.7% | -$36.29万 | 减仓 |
| FCNCA | FIRST CITIZENS BANCS | $112.36万 | 0.03% | 540 | -12,398 | -95.8% | -$2,579.76万 | 减仓 |
| MTD | METTLER-TOLEDO | $113.70万 | 0.03% | 890 | 0 | 0.0% | — | 不变 |
| TPR | TAPESTRY INC | $114.18万 | 0.03% | 7,800 | 0 | 0.0% | — | 不变 |
| CIB | GRUPO CIBEST ADR | $115.97万 | 0.03% | 14,600 | 1,600 | 12.3% | $12.71万 | 加仓 |
| VMC | VULCAN MATERIALS | $116.91万 | 0.03% | 3,963 | 0 | 0.0% | — | 不变 |
| XPO | XPO | $117.02万 | 0.03% | 5,700 | 5,700 | — | $117.02万 | 新建仓 |
| NDAQ | NASDAQ OMX GROUP | $117.22万 | 0.03% | 14,872 | 0 | 0.0% | — | 不变 |
| WSM | WILLIAMS SONOMA | $117.39万 | 0.03% | 5,036 | -1,000 | -16.6% | -$23.31万 | 减仓 |
| MLM | MARTIN MARIETTA MATE | $118.80万 | 0.03% | 2,060 | 0 | 0.0% | — | 不变 |
| CNC | CENTENE | $124.49万 | 0.03% | 19,394 | 0 | 0.0% | — | 不变 |
| SCCO | SOUTHERN COPPER CORP | $124.82万 | 0.03% | 7,163 | 1,061 | 17.4% | $18.49万 | 加仓 |
| SRRK | SCHOLAR ROCK HOLDING | $128.20万 | 0.03% | 23,309 | 1,173 | 5.3% | $6.45万 | 加仓 |
| PYPL | PAYPAL | $129.45万 | 0.03% | 29,980 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP | $130.29万 | 0.03% | 1,570 | 250 | 18.9% | $20.75万 | 加仓 |
| — | AVALONBAY COMM | $130.95万 | 0.03% | 6,940 | 2,620 | 60.6% | $49.44万 | 加仓 |
| MTB | M&T BANK | $131.71万 | 0.03% | 5,534 | 0 | 0.0% | — | 不变 |
| ROP | ROPER TECHNOLOGIES | $132.01万 | 0.03% | 3,901 | -1,470 | -27.4% | -$49.74万 | 减仓 |
| CBRE | CBRE GROUP A | $132.13万 | 0.03% | 9,810 | -2,590 | -20.9% | -$34.88万 | 减仓 |
| NKE | NIKE | $133.40万 | 0.03% | 32,496 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL | $133.54万 | 0.03% | 12,373 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR | $133.64万 | 0.03% | 14,136 | 0 | 0.0% | — | 不变 |
| CELH | CELSIUS HOLDINGS | $137.86万 | 0.03% | 47,085 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTIC | $137.99万 | 0.03% | 4,584 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA | $138.22万 | 0.03% | 21,000 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT | $138.62万 | 0.03% | 6,400 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS M | $139.35万 | 0.03% | 18,240 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO | $139.58万 | 0.03% | 16,700 | 0 | 0.0% | — | 不变 |
| IRM | IRON MOUNTAIN REIT | $140.24万 | 0.03% | 11,103 | -1,600 | -12.6% | -$20.21万 | 减仓 |
| CCI | CROWN CASTLE | $140.84万 | 0.03% | 18,597 | 0 | 0.0% | — | 不变 |
| WST | WEST PHARMACEUTICAL | $141.16万 | 0.03% | 3,932 | -533 | -11.9% | -$19.13万 | 减仓 |
| IQV | IQVIA HOLDINGS | $142.23万 | 0.03% | 7,361 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY CLARK | $143.05万 | 0.03% | 13,032 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP | $143.66万 | 0.03% | 9,283 | 1,600 | 20.8% | $24.76万 | 加仓 |
| KVUE | KENVUE | $143.71万 | 0.03% | 75,200 | 0 | 0.0% | — | 不变 |
| AIG | AMERICAN INTL GR | $146.18万 | 0.03% | 19,614 | 0 | 0.0% | — | 不变 |
| RSG | REPUBLIC SERV | $147.64万 | 0.03% | 6,929 | 0 | 0.0% | — | 不变 |
| F | FORD MOTOR | $148.09万 | 0.03% | 106,538 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE | $148.45万 | 0.03% | 3,236 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE | $149.23万 | 0.03% | 2,662 | 0 | 0.0% | — | 不变 |
| SUNB | SUNBELT RENTALS HOLD | $153.73万 | 0.04% | 27,971 | 280 | 1.0% | $1.54万 | 加仓 |
| BDX | BECTON DICKINSON | $154.45万 | 0.04% | 10,206 | 0 | 0.0% | — | 不变 |
| FERG | FERGUSON USD | $154.74万 | 0.04% | 6,520 | -600 | -8.4% | -$14.24万 | 减仓 |
| VTR | VENTAS | $155.97万 | 0.04% | 17,564 | 1,900 | 12.1% | $16.87万 | 加仓 |
| WAB | WABTEC | $156.48万 | 0.04% | 5,804 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS | $159.64万 | 0.04% | 3,305 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE | $163.48万 | 0.04% | 4,193 | -1,550 | -27.0% | -$60.43万 | 减仓 |
| DHI | DR HORTON | $163.69万 | 0.04% | 10,050 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE | $165.87万 | 0.04% | 519 | 61 | 13.3% | $19.50万 | 加仓 |
| HUM | HUMANA | $166.55万 | 0.04% | 4,193 | -980 | -18.9% | -$38.93万 | 减仓 |
| ABNB | AIRBNB | $167.34万 | 0.04% | 11,694 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER | $167.61万 | 0.04% | 51,210 | 0 | 0.0% | — | 不变 |
| MET | METLIFE | $168.79万 | 0.04% | 19,949 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BAN | $169.80万 | 0.04% | 30,123 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH | $170.34万 | 0.04% | 9,231 | -1,200 | -11.5% | -$22.14万 | 减仓 |
| STT | STATE STREET | $170.94万 | 0.04% | 10,079 | 1,150 | 12.9% | $19.50万 | 加仓 |
| PLNT | PLANET FITNESS | $171.98万 | 0.04% | 32,965 | 4,355 | 15.2% | $22.72万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES | $172.68万 | 0.04% | 233,035 | 0 | 0.0% | — | 不变 |
| TFC | TRUIST FINANCIAL | $172.73万 | 0.04% | 34,671 | 3,690 | 11.9% | $18.38万 | 加仓 |
| PSA | PUBLIC STORAGE | $173.26万 | 0.04% | 5,443 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB | $173.31万 | 0.04% | 17,050 | 1,100 | 6.9% | $11.18万 | 加仓 |
| AME | AMETEK | $174.68万 | 0.04% | 7,220 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRI | $175.22万 | 0.04% | 51,534 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS | $175.70万 | 0.04% | 10,991 | 0 | 0.0% | — | 不变 |
| WAT | WATERS | $177.58万 | 0.04% | 4,735 | 350 | 8.0% | $13.13万 | 加仓 |
| HIG | HARTFORD FIN SERV | $177.59万 | 0.04% | 13,401 | 3,950 | 41.8% | $52.35万 | 加仓 |
| APO | APOLLO GLOB MANAGEM | $178.90万 | 0.04% | 15,121 | 0 | 0.0% | — | 不变 |
| A | AGILENT TECH | $184.24万 | 0.04% | 13,870 | 3,850 | 38.4% | $51.14万 | 加仓 |
| FAST | FASTENAL | $186.20万 | 0.04% | 38,767 | 0 | 0.0% | — | 不变 |
| MNST | MONSTER BEVERAGE COR | $189.18万 | 0.04% | 19,682 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $194.13万 | 0.05% | 31,331 | 0 | 0.0% | — | 不变 |
| MSCI | MSCI INC | $194.45万 | 0.05% | 3,472 | 9 | 0.3% | $5,040 | 加仓 |
| ETR | ENTERGY | $196.26万 | 0.05% | 17,087 | 2,800 | 19.6% | $32.16万 | 加仓 |
| CTVA | CORTEVA | $196.78万 | 0.05% | 23,235 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $196.84万 | 0.05% | 4,990 | -410 | -7.6% | -$16.17万 | 减仓 |
| CTAS | CINTAS | $199.01万 | 0.05% | 11,701 | -650 | -5.3% | -$11.06万 | 减仓 |
| EXC | EXELON | $199.18万 | 0.05% | 42,724 | 0 | 0.0% | — | 不变 |
| CAH | CARDINAL HEALTH | $200.00万 | 0.05% | 8,419 | -1,900 | -18.4% | -$45.14万 | 减仓 |
| MDLZ | MONDELEZ INTL | $201.49万 | 0.05% | 34,835 | 10,500 | 43.1% | $60.73万 | 加仓 |
| EW | EDWARDS LIFESCIENSES | $201.73万 | 0.05% | 22,300 | 0 | 0.0% | — | 不变 |
| ROK | ROCKWELL AUTOM | $203.13万 | 0.05% | 4,103 | 550 | 15.5% | $27.23万 | 加仓 |
| BX | BLACKSTONE | $204.43万 | 0.05% | 17,373 | -900 | -4.9% | -$10.59万 | 减仓 |
| HLT | HILTON | $205.22万 | 0.05% | 6,210 | -2,900 | -31.8% | -$95.83万 | 减仓 |
| — | WARNER BROS DISC | $205.66万 | 0.05% | 77,140 | -27,000 | -25.9% | -$71.98万 | 减仓 |
| IDXX | IDEXX LAB | $205.89万 | 0.05% | 3,911 | 390 | 11.1% | $20.53万 | 加仓 |
| AJG | ARTHUR J GALLAGHER | $208.06万 | 0.05% | 9,063 | 0 | 0.0% | — | 不变 |
| UPS | UNITED PARCEL B | $208.83万 | 0.05% | 19,426 | -5,700 | -22.7% | -$61.27万 | 减仓 |
| ALL | ALLSTATE | $208.96万 | 0.05% | 8,782 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TRUST | $209.55万 | 0.05% | 11,669 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC | $210.35万 | 0.05% | 17,940 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY | $210.54万 | 0.05% | 18,840 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $211.81万 | 0.05% | 10,330 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE A | $212.02万 | 0.05% | 8,644 | 880 | 11.3% | $21.58万 | 加仓 |
| ADC | AGREE REALTY | $213.94万 | 0.05% | 28,246 | 0 | 0.0% | — | 不变 |