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 |
|---|---|---|---|---|---|---|---|---|
| PFE | PFIZER | $479.47万 | 0.11% | 199,117 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN | $472.00万 | 0.11% | 12,576 | 450 | 3.7% | $16.89万 | 加仓 |
| TJX | TJX | $464.80万 | 0.11% | 30,680 | -13,050 | -29.8% | -$197.71万 | 减仓 |
| DELL | DELL TECHNOLOGIES | $444.40万 | 0.10% | 10,300 | -500 | -4.6% | -$21.57万 | 减仓 |
| VRTX | VERTEX PHARMACEUT | $438.26万 | 0.10% | 8,823 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN | $429.75万 | 0.10% | 8,341 | 2,750 | 49.2% | $141.69万 | 加仓 |
| DHR | DANAHER | $424.26万 | 0.10% | 22,273 | 0 | 0.0% | — | 不变 |
| DNLI | DENALI THERAPEUTICS | $411.52万 | 0.10% | 160,000 | 160,000 | — | $411.52万 | 新建仓 |
| LNTH | LANTHEUS HOLDINGS | $409.78万 | 0.10% | 36,937 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC | $409.24万 | 0.10% | 27,553 | 1,341 | 5.1% | $19.92万 | 加仓 |
| SPGI | S&P GLOBAL | $403.55万 | 0.09% | 10,476 | -3,300 | -24.0% | -$127.12万 | 减仓 |
| LOB | LIVE OAK BANCSHARES | $403.27万 | 0.09% | 98,745 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL MYERS | $401.10万 | 0.09% | 69,612 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN | $390.22万 | 0.09% | 28,600 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST A | $386.30万 | 0.09% | 157,351 | 3,000 | 1.9% | $7.36万 | 加仓 |
| SCHW | CHARLES SCHWAB | $384.77万 | 0.09% | 41,700 | 2,000 | 5.0% | $18.45万 | 加仓 |
| HWM | HOWMET AEROSPACE | $380.49万 | 0.09% | 14,152 | 1,500 | 11.9% | $40.33万 | 加仓 |
| OCUL | OCULAR THERAPEUTIX | $378.07万 | 0.09% | 385,000 | 85,000 | 28.3% | $83.47万 | 加仓 |
| CAVA | CAVA GROUP | $371.76万 | 0.09% | 47,370 | 6,281 | 15.3% | $49.29万 | 加仓 |
| FUTU | FUTU HOLDINGS ADR | $369.34万 | 0.09% | 39,400 | 36,000 | 1,058.8% | $337.46万 | 加仓 |
| SBUX | STARBUCKS | $369.05万 | 0.09% | 36,114 | 5,400 | 17.6% | $55.18万 | 加仓 |
| VERA | VERA THERAPEUTICS | $368.07万 | 0.09% | 85,777 | 42,787 | 99.5% | $183.60万 | 加仓 |
| PWR | QUANTA SERVICES | $365.06万 | 0.08% | 5,070 | 0 | 0.0% | — | 不变 |
| IBP | INSTALLED BUILDING P | $361.10万 | 0.08% | 15,711 | 3,365 | 27.3% | $77.34万 | 加仓 |
| PNC | PNC FINANCIAL SERV | $353.57万 | 0.08% | 14,360 | 800 | 5.9% | $19.70万 | 加仓 |
| AMT | AMERICAN TOWER | $351.35万 | 0.08% | 21,480 | 1,850 | 9.4% | $30.26万 | 加仓 |
| BNY | BNY MELLON | $350.93万 | 0.08% | 24,267 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT | $350.23万 | 0.08% | 37,498 | 1,600 | 4.5% | $14.94万 | 加仓 |
| URI | UNITED RENTALS | $344.17万 | 0.08% | 3,038 | 205 | 7.2% | $23.22万 | 加仓 |
| EQIX | EQUINIX | $342.01万 | 0.08% | 3,281 | -980 | -23.0% | -$102.15万 | 减仓 |
| HTO | H2O AMERICA | $336.93万 | 0.08% | 55,208 | 4,021 | 7.9% | $24.54万 | 加仓 |
| KFY | KORN FERRY | $332.15万 | 0.08% | 49,887 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $327.78万 | 0.08% | 54,268 | 0 | 0.0% | — | 不变 |
| ADP | AUTOMATIC DATA P | $324.32万 | 0.08% | 14,482 | -2,700 | -15.7% | -$60.47万 | 减仓 |
| SNPS | SYNOPS | $323.36万 | 0.08% | 7,249 | 400 | 5.8% | $17.84万 | 加仓 |
| SSB | SOUTHSTATE BANK | $315.86万 | 0.07% | 31,618 | 31,618 | — | $315.86万 | 新建仓 |
| GL | GLOBE LIFE | $315.53万 | 0.07% | 17,659 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH | $315.06万 | 0.07% | 30,455 | -13,150 | -30.2% | -$136.04万 | 减仓 |
| ADBE | ADOBE | $312.10万 | 0.07% | 15,223 | -3,650 | -19.3% | -$74.83万 | 减仓 |
| CE | CELANESE | $307.45万 | 0.07% | 66,838 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH | $300.76万 | 0.07% | 7,777 | -520 | -6.3% | -$20.11万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE | $299.11万 | 0.07% | 32,480 | 0 | 0.0% | — | 不变 |
| FCX | FREEPORT-MCMORAN | $296.55万 | 0.07% | 47,153 | 0 | 0.0% | — | 不变 |
| CSX | CSX | $293.24万 | 0.07% | 61,696 | 3,100 | 5.3% | $14.73万 | 加仓 |
| AHR | AMERICAN HEALTHCARE | $290.61万 | 0.07% | 55,726 | 55,726 | — | $290.61万 | 新建仓 |
| DDOG | DATADOG | $289.00万 | 0.07% | 11,100 | 0 | 0.0% | — | 不变 |
| TARS | TARSUS PHARMACEUT | $288.23万 | 0.07% | 45,794 | 3,707 | 8.8% | $23.33万 | 加仓 |
| GM | GENERAL MOTORS CO | $285.74万 | 0.07% | 37,070 | 0 | 0.0% | — | 不变 |
| EMR | EMERSON ELEC | $285.01万 | 0.07% | 19,910 | 1,800 | 9.9% | $25.77万 | 加仓 |
| MRSH | MARSH | $283.69万 | 0.07% | 17,021 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES | $282.90万 | 0.07% | 13,291 | 3,130 | 30.8% | $66.62万 | 加仓 |
| BE | BLOOM ENERGY CORP A | $278.91万 | 0.06% | 9,214 | 1,610 | 21.2% | $48.73万 | 加仓 |
| HOOD | ROBINHOOD MARKETS | $278.05万 | 0.06% | 27,727 | 9,500 | 52.1% | $95.27万 | 加仓 |
| VRT | VERTIV HOLDINGS | $277.63万 | 0.06% | 8,292 | 0 | 0.0% | — | 不变 |
| SHW | SHERWIN WILLIAMS | $275.46万 | 0.06% | 8,000 | 0 | 0.0% | — | 不变 |
| CME | CME GROUP | $275.42万 | 0.06% | 12,472 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE | $266.60万 | 0.06% | 5,510 | 0 | 0.0% | — | 不变 |
| INFY | INFOSYS LTD-SP ADR | $264.24万 | 0.06% | 251,900 | 9,000 | 3.7% | $9.44万 | 加仓 |
| SE | SEA ADR | $262.38万 | 0.06% | 27,380 | 0 | 0.0% | — | 不变 |
| CARR | CARRIER GLOBAL | $260.64万 | 0.06% | 35,534 | 9,700 | 37.5% | $71.15万 | 加仓 |
| ITW | ILLINOIS TOOL | $256.05万 | 0.06% | 9,467 | 1,930 | 25.6% | $52.20万 | 加仓 |
| TRV | TRAVELERS COMPANIES | $254.85万 | 0.06% | 7,720 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS | $249.74万 | 0.06% | 5,514 | -530 | -8.8% | -$24.00万 | 减仓 |
| CI | CIGNA | $249.49万 | 0.06% | 9,050 | -400 | -4.2% | -$11.03万 | 减仓 |
| HPE | HP ENTERPRISE CO | $248.79万 | 0.06% | 55,152 | 6,600 | 13.6% | $29.77万 | 加仓 |
| ECL | ECOLAB | $248.69万 | 0.06% | 8,926 | -1,950 | -17.9% | -$54.33万 | 减仓 |
| TMUS | T-MOBILE | $248.22万 | 0.06% | 14,799 | -6,800 | -31.5% | -$114.06万 | 减仓 |
| INTU | INTUIT | $247.38万 | 0.06% | 9,478 | -93,200 | -90.8% | -$2,432.52万 | 减仓 |
| CNM | CORE & MAIN | $246.59万 | 0.06% | 51,106 | -259,424 | -83.5% | -$1,251.72万 | 减仓 |
| CIEN | CIENA | $246.26万 | 0.06% | 5,020 | 20 | 0.4% | $9,811 | 加仓 |
| ICE | INTERCONT EXCHANGE | $243.50万 | 0.06% | 19,779 | 0 | 0.0% | — | 不变 |
| COR | CENCORA | $242.80万 | 0.06% | 8,580 | 600 | 7.5% | $16.98万 | 加仓 |
| NSC | NORFOLK SOUTHERN | $242.45万 | 0.06% | 7,707 | 70 | 0.9% | $2.20万 | 加仓 |
| FDX | FEDEX | $239.70万 | 0.06% | 7,655 | 300 | 4.1% | $9.39万 | 加仓 |
| REGN | REGENERON PHARMA | $239.44万 | 0.06% | 3,840 | 1,000 | 35.2% | $62.35万 | 加仓 |
| SPG | SIMON PROPERTY GROUP | $235.48万 | 0.05% | 10,529 | 0 | 0.0% | — | 不变 |
| MSI | MOTOROLA SOLUTIONS | $234.02万 | 0.05% | 5,635 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC POWER SYS | $227.67万 | 0.05% | 1,647 | 0 | 0.0% | — | 不变 |
| WM | WASTE MANAGEMENT | $227.27万 | 0.05% | 10,197 | -3,000 | -22.7% | -$66.86万 | 减仓 |
| KEYS | KEYSIGHT TECH | $224.04万 | 0.05% | 6,400 | 600 | 10.3% | $21.00万 | 加仓 |
| TRNO | TERRENO REALTY | $221.40万 | 0.05% | 34,183 | 0 | 0.0% | — | 不变 |
| MAR | MARRIOTT INTL | $219.39万 | 0.05% | 5,920 | -3,000 | -33.6% | -$111.18万 | 减仓 |
| BSX | BOSTON SCIENT | $218.84万 | 0.05% | 51,275 | -541,890 | -91.4% | -$2,312.79万 | 减仓 |
| SNOW | SNOWFLAKE | $218.82万 | 0.05% | 8,598 | 0 | 0.0% | — | 不变 |
| TGT | TARGET | $217.56万 | 0.05% | 16,657 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR | $215.36万 | 0.05% | 17,929 | 0 | 0.0% | — | 不变 |
| APD | AIR PRODS & CHEM | $214.37万 | 0.05% | 7,312 | 0 | 0.0% | — | 不变 |
| ADC | AGREE REALTY | $213.94万 | 0.05% | 28,246 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE A | $212.02万 | 0.05% | 8,644 | 880 | 11.3% | $21.58万 | 加仓 |
| — | ELECTRONIC ARTS | $211.81万 | 0.05% | 10,330 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY | $210.54万 | 0.05% | 18,840 | 0 | 0.0% | — | 不变 |
| AFL | AFLAC | $210.35万 | 0.05% | 17,940 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL REALTY TRUST | $209.55万 | 0.05% | 11,669 | 0 | 0.0% | — | 不变 |
| ALL | ALLSTATE | $208.96万 | 0.05% | 8,782 | 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 |
| AJG | ARTHUR J GALLAGHER | $208.06万 | 0.05% | 9,063 | 0 | 0.0% | — | 不变 |
| IDXX | IDEXX LAB | $205.89万 | 0.05% | 3,911 | 390 | 11.1% | $20.53万 | 加仓 |
| — | WARNER BROS DISC | $205.66万 | 0.05% | 77,140 | -27,000 | -25.9% | -$71.98万 | 减仓 |
| HLT | HILTON | $205.22万 | 0.05% | 6,210 | -2,900 | -31.8% | -$95.83万 | 减仓 |
| BX | BLACKSTONE | $204.43万 | 0.05% | 17,373 | -900 | -4.9% | -$10.59万 | 减仓 |