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 |
|---|---|---|---|---|---|---|---|---|
| VERA | VERA THERAPEUTICS | $172.95万 | 0.05% | 42,990 | 3,490 | 8.8% | $14.04万 | 加仓 |
| DELL | DELL TECHNOLOGIES | $177.26万 | 0.05% | 10,800 | -700 | -6.1% | -$11.49万 | 减仓 |
| EW | EDWARDS LIFESCIENSES | $178.58万 | 0.05% | 22,300 | 0 | 0.0% | — | 不变 |
| FAST | FASTENAL | $179.88万 | 0.05% | 38,767 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER SYS | $180.07万 | 0.05% | 1,647 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE | $182.09万 | 0.05% | 8,782 | -550 | -5.9% | -$11.40万 | 减仓 |
| MSCI | MSCI INC | $186.66万 | 0.05% | 3,463 | 101 | 3.0% | $5.44万 | 加仓 |
| ROP | ROPER TECHNOLOGIES | $190.06万 | 0.05% | 5,371 | 0 | 0.0% | — | 不变 |
| O | REALTY INCOME | $191.68万 | 0.05% | 31,331 | 0 | 0.0% | — | 不变 |
| CIEN | CIENA | $194.12万 | 0.05% | 5,000 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA | $194.50万 | 0.05% | 23,235 | 0 | 0.0% | — | 不变 |
| ITW | ILLINOIS TOOL | $196.18万 | 0.05% | 7,537 | 0 | 0.0% | — | 不变 |
| AJG | ARTHUR J GALLAGHER | $196.29万 | 0.05% | 9,063 | 0 | 0.0% | — | 不变 |
| SPG | SIMON PROPERTY GROUP | $196.40万 | 0.05% | 10,529 | -500 | -4.5% | -$9.33万 | 减仓 |
| AFL | AFLAC | $196.82万 | 0.05% | 17,940 | -1,460 | -7.5% | -$16.02万 | 减仓 |
| IDXX | IDEXX LAB | $197.84万 | 0.05% | 3,521 | 0 | 0.0% | — | 不变 |
| TGT | TARGET | $201.88万 | 0.05% | 16,657 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET | $203.46万 | 0.05% | 36,403 | 5,737 | 18.7% | $32.06万 | 加仓 |
| URI | UNITED RENTALS | $206.40万 | 0.05% | 2,833 | 591 | 26.4% | $43.06万 | 加仓 |
| PCAR | PACCAR | $207.08万 | 0.05% | 17,929 | 1,200 | 7.2% | $13.86万 | 加仓 |
| VRT | VERTIV HOLDINGS | $207.78万 | 0.06% | 8,292 | -300 | -3.5% | -$7.52万 | 减仓 |
| CTAS | CINTAS | $208.90万 | 0.06% | 12,351 | 0 | 0.0% | — | 不变 |
| EXC | EXELON | $209.43万 | 0.06% | 42,724 | 0 | 0.0% | — | 不变 |
| TRNO | TERRENO REALTY | $209.95万 | 0.06% | 34,183 | 2,776 | 8.8% | $17.05万 | 加仓 |
| BX | BLACKSTONE | $210.12万 | 0.06% | 18,273 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TRUST | $210.29万 | 0.06% | 11,669 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS | $210.60万 | 0.06% | 10,330 | -500 | -4.6% | -$10.19万 | 减仓 |
| APD | AIR PRODS & CHEM | $212.41万 | 0.06% | 7,312 | -300 | -3.9% | -$8.71万 | 减仓 |
| PLNT | PLANET FITNESS | $212.80万 | 0.06% | 28,610 | 2,323 | 8.8% | $17.28万 | 加仓 |
| ADC | AGREE REALTY | $212.92万 | 0.06% | 28,246 | 363 | 1.3% | $2.74万 | 加仓 |
| CAH | CARDINAL HEALTH | $218.05万 | 0.06% | 10,319 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHERN | $219.18万 | 0.06% | 7,637 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMA | $219.43万 | 0.06% | 2,840 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES | $220.12万 | 0.06% | 10,161 | 1,300 | 14.7% | $28.16万 | 加仓 |
| APP | APPLOVIN | $222.52万 | 0.06% | 5,591 | -180 | -3.1% | -$7.16万 | 减仓 |
| TRV | TRAVELERS COMPANIES | $225.18万 | 0.06% | 7,720 | 0 | 0.0% | — | 不变 |
| SE | SEA ADR | $226.73万 | 0.06% | 27,380 | 900 | 3.4% | $7.45万 | 加仓 |
| EMR | EMERSON ELEC | $237.28万 | 0.06% | 18,110 | 0 | 0.0% | — | 不变 |
| CSX | CSX | $240.54万 | 0.06% | 58,596 | -2,000 | -3.3% | -$8.21万 | 减仓 |
| ZTS | ZOETIS | $241.31万 | 0.06% | 20,414 | 2,202 | 12.1% | $26.03万 | 加仓 |
| ELV | ELEVANCE HEALTH | $242.89万 | 0.06% | 8,297 | -350 | -4.0% | -$10.25万 | 减仓 |
| MSI | MOTOROLA SOLUTIONS | $244.54万 | 0.06% | 5,635 | 0 | 0.0% | — | 不变 |
| GL | GLOBE LIFE | $245.76万 | 0.07% | 17,659 | 17,659 | — | $245.76万 | 新建仓 |
| UPS | UNITED PARCEL B | $247.19万 | 0.07% | 25,126 | 5,000 | 24.8% | $49.19万 | 加仓 |
| COR | CENCORA | $250.68万 | 0.07% | 7,980 | 500 | 6.7% | $15.71万 | 加仓 |
| CI | CIGNA | $252.08万 | 0.07% | 9,450 | 0 | 0.0% | — | 不变 |
| OCUL | OCULAR THERAPEUTIX | $254.10万 | 0.07% | 300,000 | 300,000 | — | $254.10万 | 新建仓 |
| SHW | SHERWIN WILLIAMS | $256.44万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX | $261.97万 | 0.07% | 7,355 | -300 | -3.9% | -$10.69万 | 减仓 |
| MCO | MOODYS | $263.67万 | 0.07% | 6,044 | 440 | 7.9% | $19.20万 | 加仓 |
| SNPS | SYNOPS | $271.55万 | 0.07% | 6,849 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE | $271.78万 | 0.07% | 5,743 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS | $275.17万 | 0.07% | 30,714 | -800 | -2.5% | -$7.17万 | 减仓 |
| GM | GENERAL MOTORS CO | $276.17万 | 0.07% | 37,070 | 0 | 0.0% | — | 不变 |
| HLT | HILTON | $277.02万 | 0.07% | 9,110 | -300 | -3.2% | -$9.12万 | 减仓 |
| FCX | FREEPORT-MCMORAN | $277.17万 | 0.07% | 47,153 | -1,500 | -3.1% | -$8.82万 | 减仓 |
| PWR | QUANTA SERVICES | $278.35万 | 0.07% | 5,070 | 0 | 0.0% | — | 不变 |
| LNTH | LANTHEUS HOLDINGS | $280.17万 | 0.07% | 36,937 | 2,999 | 8.8% | $22.75万 | 加仓 |
| PNC | PNC FINANCIAL SERV | $282.17万 | 0.07% | 13,560 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $282.25万 | 0.07% | 54,268 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISC | $285.97万 | 0.08% | 104,140 | 0 | 0.0% | — | 不变 |
| BNY | BNY MELLON | $287.88万 | 0.08% | 24,267 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB | $289.32万 | 0.08% | 10,876 | 0 | 0.0% | — | 不变 |
| HWM | HOWMET AEROSPACE | $291.58万 | 0.08% | 12,652 | -450 | -3.4% | -$10.37万 | 减仓 |
| MAR | MARRIOTT INTL | $291.75万 | 0.08% | 8,920 | -470 | -5.0% | -$15.37万 | 减仓 |
| MRSH | MARSH | $295.23万 | 0.08% | 17,021 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUT | $295.24万 | 0.08% | 42,087 | 8,764 | 26.3% | $61.48万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE | $299.82万 | 0.08% | 32,480 | -1,300 | -3.8% | -$12.00万 | 减仓 |
| HTO | H2O AMERICA | $301.44万 | 0.08% | 51,187 | 4,157 | 8.8% | $24.48万 | 加仓 |
| WM | WASTE MANAGEMENT | $303.25万 | 0.08% | 13,197 | 80 | 0.6% | $1.84万 | 加仓 |
| ICE | INTERCONT EXCHANGE | $311.08万 | 0.08% | 19,779 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $313.17万 | 0.08% | 43,605 | -1,300 | -2.9% | -$9.34万 | 减仓 |
| KFY | KORN FERRY | $314.04万 | 0.08% | 49,887 | 4,051 | 8.8% | $25.50万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $317.93万 | 0.08% | 11,754 | 0 | 0.0% | — | 不变 |
| LOB | LIVE OAK BANCSHARES | $326.55万 | 0.09% | 98,745 | 8,414 | 9.3% | $27.83万 | 加仓 |
| IBP | INSTALLED BUILDING P | $327.35万 | 0.09% | 12,346 | 13 | 0.1% | $3,447 | 加仓 |
| INFY | INFOSYS LTD-SP ADR | $328.16万 | 0.09% | 242,900 | -17,400 | -6.7% | -$23.51万 | 减仓 |
| CAVA | CAVA GROUP | $332.41万 | 0.09% | 41,089 | 41,089 | — | $332.41万 | 新建仓 |
| CDNS | CADENCE DESIGN | $336.95万 | 0.09% | 12,126 | 461 | 4.0% | $12.81万 | 加仓 |
| RGEN | REPLIGEN | $336.97万 | 0.09% | 28,600 | -5,089 | -15.1% | -$59.96万 | 减仓 |
| CRWD | CROWDSTRIKE HOLDINGS | $338.72万 | 0.09% | 8,676 | -250 | -2.8% | -$9.76万 | 减仓 |
| AMT | AMERICAN TOWER | $338.77万 | 0.09% | 19,630 | -600 | -3.0% | -$10.35万 | 减仓 |
| ADP | AUTOMATIC DATA P | $349.10万 | 0.09% | 17,182 | -400 | -2.3% | -$8.13万 | 减仓 |
| MRVL | MARVELL TECH. | $365.17万 | 0.10% | 36,867 | -700 | -1.9% | -$6.93万 | 减仓 |
| CME | CME GROUP | $368.36万 | 0.10% | 12,472 | -300 | -2.3% | -$8.86万 | 减仓 |
| APH | AMPHENOL | $370.02万 | 0.10% | 29,285 | -900 | -3.0% | -$11.37万 | 减仓 |
| SCHW | CHARLES SCHWAB | $373.10万 | 0.10% | 39,700 | -2,700 | -6.4% | -$25.37万 | 减仓 |
| CRUS | CIRRUS LOGIC | $379.08万 | 0.10% | 26,212 | 2,128 | 8.8% | $30.78万 | 加仓 |
| GLW | CORNING | $379.19万 | 0.10% | 27,888 | -1,000 | -3.5% | -$13.60万 | 减仓 |
| NEM | NEWMONT | $388.60万 | 0.10% | 35,898 | -1,200 | -3.2% | -$12.99万 | 减仓 |
| SYK | STRYKER | $389.90万 | 0.10% | 11,866 | -320 | -2.6% | -$10.51万 | 减仓 |
| VRTX | VERTEX PHARMACEUT | $393.98万 | 0.10% | 8,823 | -200 | -2.2% | -$8.93万 | 减仓 |
| STRL | STERLING INFRA | $395.30万 | 0.10% | 9,706 | -2,864 | -22.8% | -$116.64万 | 减仓 |
| COF | CAPITAL ONE FIN | $403.13万 | 0.11% | 22,098 | -450 | -2.0% | -$8.21万 | 减仓 |
| EQIX | EQUINIX | $417.68万 | 0.11% | 4,261 | 152 | 3.7% | $14.90万 | 加仓 |
| TEX | TEREX CORP | $417.87万 | 0.11% | 70,705 | 8,978 | 14.5% | $53.06万 | 加仓 |
| BMY | BRISTOL MYERS | $422.20万 | 0.11% | 69,612 | -1,500 | -2.1% | -$9.10万 | 减仓 |
| DHR | DANAHER | $422.30万 | 0.11% | 22,273 | -550 | -2.4% | -$10.43万 | 减仓 |
| CE | CELANESE | $439.59万 | 0.12% | 66,838 | 13,754 | 25.9% | $90.46万 | 加仓 |
| CMCSA | COMCAST A | $443.14万 | 0.12% | 154,351 | -10,300 | -6.3% | -$29.57万 | 减仓 |