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 |
|---|---|---|---|---|---|---|---|---|
| TMUS | T-MOBILE | $453.64万 | 0.12% | 21,599 | 4,050 | 23.1% | $85.06万 | 加仓 |
| ANET | ARISTA NETWORKS | $458.06万 | 0.12% | 37,307 | -650 | -1.7% | -$7.98万 | 减仓 |
| ADBE | ADOBE | $458.76万 | 0.12% | 18,873 | -450 | -2.3% | -$10.94万 | 减仓 |
| UNP | UNION PACIFIC | $464.86万 | 0.12% | 19,160 | -1,350 | -6.6% | -$32.75万 | 减仓 |
| QCOM | QUALCOMM | $474.09万 | 0.13% | 36,814 | -35,005 | -48.7% | -$450.79万 | 减仓 |
| NXT | NEXTRACKER | $477.35万 | 0.13% | 39,598 | -11,500 | -22.5% | -$138.63万 | 减仓 |
| MCK | MCKESSON | $492.48万 | 0.13% | 5,691 | -146 | -2.5% | -$12.63万 | 减仓 |
| LOW | LOWEA'S COMPANIES | $520.45万 | 0.14% | 22,027 | 480 | 2.2% | $11.34万 | 加仓 |
| NTRA | NATERA | $547.87万 | 0.15% | 27,395 | -2,400 | -8.1% | -$48.00万 | 减仓 |
| PFE | PFIZER | $559.12万 | 0.15% | 199,117 | 58,500 | 41.6% | $164.27万 | 加仓 |
| PEP | PEPSICO | $563.73万 | 0.15% | 36,302 | 250 | 0.7% | $3.88万 | 加仓 |
| AXP | AMERICAN EXPRESS | $568.57万 | 0.15% | 18,797 | -650 | -3.3% | -$19.66万 | 减仓 |
| DIS | WALT DISNEY | $576.77万 | 0.15% | 59,843 | -3,550 | -5.6% | -$34.21万 | 减仓 |
| HDB | HDFC BANK | $577.96万 | 0.15% | 232,300 | 16,000 | 7.4% | $39.81万 | 加仓 |
| WELL | WELLTOWER | $580.97万 | 0.15% | 29,385 | 200 | 0.7% | $3.95万 | 加仓 |
| SPGI | S&P GLOBAL | $585.95万 | 0.16% | 13,776 | 3,000 | 27.8% | $127.60万 | 加仓 |
| DXCM | DEXCOM | $597.81万 | 0.16% | 95,192 | -20,300 | -17.6% | -$127.48万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $599.97万 | 0.16% | 58,437 | -3,200 | -5.2% | -$32.85万 | 减仓 |
| BKNG | BOOKING HOLDINGS | $613.86万 | 0.16% | 1,458 | 15 | 1.0% | $6.32万 | 加仓 |
| AMGN | AMGEN | $646.88万 | 0.17% | 18,385 | -680 | -3.6% | -$23.93万 | 减仓 |
| TXN | TEXAS INSTRUMENT | $658.35万 | 0.17% | 33,911 | -400 | -1.2% | -$7.77万 | 减仓 |
| MS | MORGAN STANLEY | $660.21万 | 0.17% | 40,117 | -2,200 | -5.2% | -$36.21万 | 减仓 |
| WFC | WELLS FARGO & CO | $673.45万 | 0.18% | 84,594 | -4,600 | -5.2% | -$36.62万 | 减仓 |
| MCD | MCDONALDS | $676.87万 | 0.18% | 21,779 | 566 | 2.7% | $17.59万 | 加仓 |
| C | CITIGROUP USD | $694.95万 | 0.18% | 61,278 | -3,400 | -5.3% | -$38.56万 | 减仓 |
| TJX | TJX | $698.37万 | 0.18% | 43,730 | 300 | 0.7% | $4.79万 | 加仓 |
| KLAC | KLA CORPORATION | $712.06万 | 0.19% | 4,836 | -7 | -0.1% | -$1.03万 | 减仓 |
| GEV | GE VERNOVA | $779.50万 | 0.21% | 8,930 | -510 | -5.4% | -$44.52万 | 减仓 |
| PLTR | PALANTIR TECH | $804.17万 | 0.21% | 54,975 | -1,491 | -2.6% | -$21.81万 | 减仓 |
| UNH | UNITEDHEALTH GRP | $832.85万 | 0.22% | 30,779 | -1,300 | -4.1% | -$35.18万 | 减仓 |
| ORCL | ORACLE | $863.57万 | 0.23% | 58,702 | -2,090 | -3.4% | -$30.75万 | 减仓 |
| GS | GOLDMAN SACHS | $869.76万 | 0.23% | 10,281 | -401 | -3.8% | -$33.92万 | 减仓 |
| INTC | INTEL | $883.69万 | 0.23% | 200,246 | -8,200 | -3.9% | -$36.19万 | 减仓 |
| BAC | BANK OF AMERICA | $886.66万 | 0.23% | 181,880 | -64,508 | -26.2% | -$314.48万 | 减仓 |
| VZ | VERIZON COMM | $905.29万 | 0.24% | 180,336 | -12,645 | -6.6% | -$63.48万 | 减仓 |
| ISRG | INTUITIVE SURGICAL | $995.28万 | 0.26% | 21,590 | -2,090 | -8.8% | -$96.35万 | 减仓 |
| MRK | MERCK USD | $1,023.15万 | 0.27% | 85,057 | -3,400 | -3.8% | -$40.90万 | 减仓 |
| DE | DEERE | $1,046.05万 | 0.28% | 18,570 | -2,296 | -11.0% | -$129.33万 | 减仓 |
| CSCO | CISCO | $1,052.49万 | 0.28% | 135,648 | -4,600 | -3.3% | -$35.69万 | 减仓 |
| KO | COCA COLA | $1,164.82万 | 0.31% | 153,165 | 100 | 0.1% | $7,605 | 加仓 |
| LRCX | LAM RESEARCH | $1,194.81万 | 0.32% | 55,921 | -2,270 | -3.9% | -$48.50万 | 减仓 |
| AMAT | APPLIED MATERIALS | $1,211.68万 | 0.32% | 35,451 | -1,250 | -3.4% | -$42.72万 | 减仓 |
| NFLX | NETFLIX | $1,222.46万 | 0.32% | 127,141 | -7,800 | -5.8% | -$75.00万 | 减仓 |
| AMD | ADV MICRO DEV | $1,237.95万 | 0.33% | 60,854 | -1,000 | -1.6% | -$20.34万 | 减仓 |
| PG | PROCTER | $1,267.00万 | 0.34% | 87,718 | -580 | -0.7% | -$8.38万 | 减仓 |
| HD | HOME DEPOT | $1,280.80万 | 0.34% | 38,943 | 158 | 0.4% | $5.20万 | 加仓 |
| MU | MICRON TECH | $1,297.44万 | 0.34% | 38,404 | -1,490 | -3.7% | -$50.34万 | 减仓 |
| ABBV | ABBVIE | $1,307.38万 | 0.35% | 60,112 | -2,000 | -3.2% | -$43.50万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,400.25万 | 0.37% | 57,284 | -1,690 | -2.9% | -$41.31万 | 减仓 |
| WMT | WALMART | $1,428.97万 | 0.38% | 114,980 | -20 | -0.0% | -$2,486 | 减仓 |
| CNM | CORE & MAIN | $1,534.02万 | 0.41% | 310,530 | 263,574 | 561.3% | $1,302.06万 | 加仓 |
| AKAM | AKAMAI TECH | $1,584.93万 | 0.42% | 138,000 | 131,500 | 2,023.1% | $1,510.28万 | 重新持有 |
| — | TOPBUILD CORP | $1,717.79万 | 0.45% | 48,898 | -2,917 | -5.6% | -$102.47万 | 减仓 |
| WTS | WATTS WATER TECHN | $1,873.79万 | 0.50% | 64,549 | 52,010 | 414.8% | $1,509.80万 | 加仓 |
| CYTK | CYTOKINETICS | $1,982.32万 | 0.52% | 300,762 | -62,200 | -17.1% | -$409.96万 | 减仓 |
| PSMT | PRICESMART | $1,986.45万 | 0.53% | 131,990 | 111,362 | 539.9% | $1,676.00万 | 加仓 |
| GNRC | GENERAC HOLDINGS | $1,997.15万 | 0.53% | 102,245 | 102,245 | — | $1,997.15万 | 新建仓 |
| CTSH | COGNIZANT TECH | $2,062.35万 | 0.55% | 336,161 | -11,470 | -3.3% | -$70.37万 | 减仓 |
| FTNT | FORTINET | $2,329.50万 | 0.62% | 285,059 | -1,200 | -0.4% | -$9.81万 | 减仓 |
| FCNCA | FIRST CITIZENS BANCS | $2,438.37万 | 0.65% | 12,938 | 11 | 0.1% | $2.07万 | 加仓 |
| FIX | COMFORT SYSTEMS USA | $2,457.22万 | 0.65% | 17,819 | -30,740 | -63.3% | -$4,239.02万 | 减仓 |
| UBER | UBER TECHNOLOGIES | $2,521.51万 | 0.67% | 350,550 | 281,800 | 409.9% | $2,026.99万 | 加仓 |
| LLY | ELI LILLY | $2,529.09万 | 0.67% | 27,497 | 171 | 0.6% | $15.73万 | 加仓 |
| VEEV | VEEVA SYSTEMS | $2,638.83万 | 0.70% | 150,224 | -8,765 | -5.5% | -$153.97万 | 减仓 |
| FSLR | FIRST SOLAR | $2,705.93万 | 0.72% | 137,176 | 2,154 | 1.6% | $42.49万 | 加仓 |
| NOW | SERVICENOW | $2,761.24万 | 0.73% | 264,107 | -36,733 | -12.2% | -$384.04万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY | $2,782.21万 | 0.74% | 430,616 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE | $3,042.38万 | 0.81% | 17,596 | 12,676 | 257.6% | $2,191.71万 | 加仓 |
| ADSK | AUTODESK | $3,064.75万 | 0.81% | 128,018 | 456 | 0.4% | $10.92万 | 加仓 |
| CEG | CONSTELLATION ENERGY | $3,184.20万 | 0.84% | 114,027 | 20,218 | 21.6% | $564.59万 | 加仓 |
| IBN | ICICI BANK LTD ADR | $3,253.43万 | 0.86% | 1,256,149 | 100,041 | 8.7% | $259.11万 | 加仓 |
| CRM | SALESFORCE | $3,259.37万 | 0.86% | 174,606 | -946 | -0.5% | -$17.66万 | 减仓 |
| ROL | ROLLINS | $3,330.44万 | 0.88% | 623,562 | 35,890 | 6.1% | $191.69万 | 加仓 |
| ACI | ALBERTSONS COMPANIES | $3,469.37万 | 0.92% | 2,036,014 | 158,225 | 8.4% | $269.62万 | 加仓 |
| BLK | BLACKROCK | $3,486.29万 | 0.92% | 36,251 | -901 | -2.4% | -$86.65万 | 减仓 |
| BSX | BOSTON SCIENT | $3,722.11万 | 0.99% | 593,165 | 28,694 | 5.1% | $180.05万 | 加仓 |
| TMO | THERMO FISCHER SCIEN | $3,788.27万 | 1.00% | 77,071 | -15,998 | -17.2% | -$786.35万 | 减仓 |
| GWW | WW GRAINGER | $3,793.95万 | 1.00% | 34,781 | 2,842 | 8.9% | $310.01万 | 加仓 |
| PANW | PALO ALTO NETWORKS | $3,819.08万 | 1.01% | 238,216 | -979 | -0.4% | -$15.70万 | 减仓 |
| PGR | PROGRESSIVE | $3,837.83万 | 1.02% | 193,595 | -17,469 | -8.3% | -$346.31万 | 减仓 |
| PLD | PROLOGIS | $4,084.23万 | 1.08% | 308,990 | -39,709 | -11.4% | -$524.87万 | 减仓 |
| GOOG | ALPHABET C | $4,186.58万 | 1.11% | 145,945 | -9,479 | -6.1% | -$271.91万 | 减仓 |
| CL | COLGATE PALMOLIVE | $4,191.06万 | 1.11% | 491,735 | 26,206 | 5.6% | $223.35万 | 加仓 |
| INTU | INTUIT | $4,439.59万 | 1.18% | 102,678 | -31,970 | -23.7% | -$1,382.32万 | 减仓 |
| TSM | TAIWAN SEMICOND ADR | $4,495.28万 | 1.19% | 133,016 | 71,138 | 115.0% | $2,404.11万 | 加仓 |
| MA | MASTERCARD | $4,855.15万 | 1.29% | 97,169 | -3,780 | -3.7% | -$188.87万 | 减仓 |
| T | AT&T | $4,970.82万 | 1.32% | 1,714,668 | -67,647 | -3.8% | -$196.11万 | 减仓 |
| CBOE | CBOE GLOBAL MARKETS | $5,308.77万 | 1.41% | 188,877 | 53,083 | 39.1% | $1,492.00万 | 加仓 |
| GILD | GILEAD SCIENCES | $5,323.96万 | 1.41% | 382,002 | -14,123 | -3.6% | -$196.83万 | 减仓 |
| IBM | IBM | $5,655.20万 | 1.50% | 233,310 | -97,536 | -29.5% | -$2,364.18万 | 减仓 |
| META | META PLATFORMS | $6,584.01万 | 1.74% | 115,079 | 402 | 0.4% | $23.00万 | 加仓 |
| V | VISA A | $7,352.92万 | 1.95% | 243,281 | -1,134 | -0.5% | -$34.27万 | 减仓 |
| JPM | JP MORGAN CHASE | $8,075.10万 | 2.14% | 274,514 | -2,768 | -1.0% | -$81.42万 | 减仓 |
| AVGO | BROADCOM | $1.59亿 | 4.21% | 513,881 | 56,003 | 12.2% | $1,733.35万 | 加仓 |
| AMZN | AMAZON | $1.77亿 | 4.70% | 851,637 | -135,493 | -13.7% | -$2,821.91万 | 减仓 |
| AAPL | APPLE | $2.16亿 | 5.71% | 850,212 | -45,326 | -5.1% | -$1,150.33万 | 减仓 |
| GOOGL | ALPHABET A | $2.18亿 | 5.76% | 757,028 | -156,032 | -17.1% | -$4,486.86万 | 减仓 |
| MSFT | MICROSOFT | $2.72亿 | 7.20% | 734,309 | -37,139 | -4.8% | -$1,374.77万 | 减仓 |
| NVDA | NVIDIA | $3.08亿 | 8.16% | 1,768,209 | -50,540 | -2.8% | -$881.42万 | 减仓 |