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 |
|---|---|---|---|---|---|---|---|---|
| GEHC | GE HEALTHCARE TECH | $96.15万 | 0.02% | 15,021 | 0 | 0.0% | — | 不变 |
| HBAN | HUNTINGTON BANC | $95.03万 | 0.02% | 53,600 | -5,200 | -8.8% | -$9.22万 | 减仓 |
| PAYX | PAYCHEX | $94.40万 | 0.02% | 9,600 | -1,200 | -11.1% | -$11.80万 | 减仓 |
| XYL | XYLEM | $94.33万 | 0.02% | 7,980 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS | $93.99万 | 0.02% | 5,767 | 1,000 | 21.0% | $16.30万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $93.42万 | 0.02% | 12,284 | 0 | 0.0% | — | 不变 |
| EXPE | EXPEDIA GROUP | $92.24万 | 0.02% | 3,605 | 0 | 0.0% | — | 不变 |
| OTIS | OTIS WORLDWIDE | $92.20万 | 0.02% | 12,877 | 0 | 0.0% | — | 不变 |
| FISV | FISERV | $92.12万 | 0.02% | 18,781 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB | $92.00万 | 0.02% | 2,739 | 0 | 0.0% | — | 不变 |
| DLTR | DOLLAR TREE | $91.92万 | 0.02% | 7,600 | 0 | 0.0% | — | 不变 |
| LYV | LIVE NATION | $91.56万 | 0.02% | 5,000 | 400 | 8.7% | $7.32万 | 加仓 |
| RJF | RAYMOND JAMES FINANC | $91.48万 | 0.02% | 6,017 | 0 | 0.0% | — | 不变 |
| TROW | T ROWE PRICE GP | $90.99万 | 0.02% | 8,003 | 1,400 | 21.2% | $15.92万 | 加仓 |
| JBL | JABIL | $90.55万 | 0.02% | 2,349 | -1,450 | -38.2% | -$55.89万 | 减仓 |
| ILMN | ILLUMINA | $89.39万 | 0.02% | 5,084 | 0 | 0.0% | — | 不变 |
| YUMC | YUM CHINA HLDS HKD | $89.10万 | 0.02% | 21,800 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS | $88.69万 | 0.02% | 4,931 | 0 | 0.0% | — | 不变 |
| NTRA | NATERA | $87.73万 | 0.02% | 3,232 | -24,163 | -88.2% | -$655.90万 | 减仓 |
| WDAY | WORKDAY A | $87.29万 | 0.02% | 7,130 | 0 | 0.0% | — | 不变 |
| P | PURE STORAGE | $86.79万 | 0.02% | 11,015 | 0 | 0.0% | — | 不变 |
| ARES | ARES MANAGEMENT CORP | $86.34万 | 0.02% | 7,757 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE | $85.26万 | 0.02% | 8,287 | 8,287 | — | $85.26万 | 新建仓 |
| CBOE | CBOE GLOBAL MARKETS | $85.25万 | 0.02% | 3,513 | -185,364 | -98.1% | -$4,498.23万 | 减仓 |
| SNA | SNAP-ON | $84.91万 | 0.02% | 2,110 | 700 | 49.6% | $28.17万 | 加仓 |
| DGX | QUEST DIAGNOSTICS | $83.72万 | 0.02% | 3,950 | 0 | 0.0% | — | 不变 |
| DG | DOLLAR GENERAL | $83.32万 | 0.02% | 7,238 | 0 | 0.0% | — | 不变 |
| INSM | INSMED | $83.05万 | 0.02% | 7,789 | 2,550 | 48.7% | $27.19万 | 加仓 |
| HUBB | HUBBELL | $82.82万 | 0.02% | 1,583 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS | $82.44万 | 0.02% | 4,592 | 0 | 0.0% | — | 不变 |
| UTHR | UNITED THERAPEUTICS | $82.41万 | 0.02% | 1,521 | 0 | 0.0% | — | 不变 |
| LII | LENNOX INTL | $82.33万 | 0.02% | 1,437 | 500 | 53.4% | $28.65万 | 加仓 |
| LPLA | LPL FINANCIAL HLDS | $82.14万 | 0.02% | 2,916 | 0 | 0.0% | — | 不变 |
| CPRT | COPART | $81.82万 | 0.02% | 29,023 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FIN | $81.17万 | 0.02% | 4,384 | 0 | 0.0% | — | 不变 |
| AWK | AMERICAN WATER W | $80.93万 | 0.02% | 6,151 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FIN | $80.79万 | 0.02% | 26,753 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY | $80.76万 | 0.02% | 25,550 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY | $78.25万 | 0.02% | 1,735 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS | $78.11万 | 0.02% | 9,050 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS | $77.34万 | 0.02% | 4,383 | 0 | 0.0% | — | 不变 |
| CDW | CDW | $76.83万 | 0.02% | 5,463 | 1,800 | 49.1% | $25.32万 | 加仓 |
| Q | QNITY ELECTRONICS | $76.71万 | 0.02% | 4,697 | 0 | 0.0% | — | 不变 |
| MKL | MARKEL GROUP | $75.19万 | 0.02% | 385 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN | $75.09万 | 0.02% | 2,985 | 0 | 0.0% | — | 不变 |
| KHC | KRAFT HEINZ | $74.94万 | 0.02% | 31,726 | 0 | 0.0% | — | 不变 |
| RVMD | REVOLUTION MEDICINES | $74.91万 | 0.02% | 4,000 | 0 | 0.0% | — | 不变 |
| BURL | BURLINGTON STORES | $74.76万 | 0.02% | 2,360 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINANCIAL | $74.64万 | 0.02% | 5,450 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL | $74.15万 | 0.02% | 5,072 | 0 | 0.0% | — | 不变 |
| DECK | DECKERS OUTDOOR | $73.38万 | 0.02% | 7,390 | 0 | 0.0% | — | 不变 |
| EXR | EXTRA SPACE STORAGE | $72.90万 | 0.02% | 5,017 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY | $71.65万 | 0.02% | 9,442 | 0 | 0.0% | — | 不变 |
| CF | CF INDUSTRIES HLD | $71.45万 | 0.02% | 6,600 | 2,800 | 73.7% | $30.31万 | 加仓 |
| LH | LABORATORY CORP OF A | $71.20万 | 0.02% | 2,543 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PAYMENTS | $70.78万 | 0.02% | 9,755 | 3,000 | 44.4% | $21.77万 | 加仓 |
| FTV | FORTIVE | $70.72万 | 0.02% | 11,577 | 0 | 0.0% | — | 不变 |
| EL | ESTEE LAUDER | $70.53万 | 0.02% | 8,934 | 0 | 0.0% | — | 不变 |
| FFIV | F5 | $70.51万 | 0.02% | 1,695 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE A | $70.08万 | 0.02% | 7,040 | 2,300 | 48.5% | $22.89万 | 加仓 |
| IFF | INTL FLAVORS & FRAGR | $69.60万 | 0.02% | 8,786 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FIN GROUP | $69.52万 | 0.02% | 6,450 | 0 | 0.0% | — | 不变 |
| NVR | NVR | $69.50万 | 0.02% | 102 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PROPERTY TRUST | $69.49万 | 0.02% | 2,383 | 840 | 54.4% | $24.49万 | 加仓 |
| HPQ | HP | $68.89万 | 0.02% | 31,400 | 0 | 0.0% | — | 不变 |
| IEX | IDEX | $66.72万 | 0.02% | 2,940 | 0 | 0.0% | — | 不变 |
| — | TEVA PHARMA IND ADR | $66.68万 | 0.02% | 19,680 | 0 | 0.0% | — | 不变 |
| IP | INTERNATIONAL PAPER | $66.67万 | 0.02% | 17,500 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS | $66.44万 | 0.02% | 4,898 | -9,797 | -66.7% | -$132.89万 | 减仓 |
| VMRK | EQUITY RESIDENT | $66.31万 | 0.02% | 9,762 | 500 | 5.4% | $3.40万 | 加仓 |
| JBHT | JB HUNT TRANSPORT | $65.99万 | 0.02% | 2,280 | 0 | 0.0% | — | 不变 |
| RS | RELIANCE STEEL & ALU | $65.98万 | 0.02% | 1,766 | 0 | 0.0% | — | 不变 |
| WRB | WR BERKLEY | $65.92万 | 0.02% | 9,347 | 2,800 | 42.8% | $19.75万 | 加仓 |
| MAS | MASCO | $65.91万 | 0.02% | 8,100 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NAT INF | $65.80万 | 0.02% | 16,925 | 0 | 0.0% | — | 不变 |
| BRO | BROWN & BROWN | $65.39万 | 0.02% | 10,194 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS | $63.34万 | 0.01% | 18,200 | 0 | 0.0% | — | 不变 |
| FWONK | LIBERTY MEDIA CORP | $62.79万 | 0.01% | 6,600 | -2,300 | -25.8% | -$21.88万 | 减仓 |
| KIM | KIMCO REALTY | $62.36万 | 0.01% | 24,600 | 0 | 0.0% | — | 不变 |
| DOW | DOW | $61.72万 | 0.01% | 22,560 | 0 | 0.0% | — | 不变 |
| BZ | KANZHUN | $61.65万 | 0.01% | 47,900 | 8,000 | 20.1% | $10.30万 | 加仓 |
| INCY | INCYTE | $61.36万 | 0.01% | 5,413 | 0 | 0.0% | — | 不变 |
| RYTM | RHYTHM PHARMA | $61.32万 | 0.01% | 5,523 | 1,114 | 25.3% | $12.37万 | 加仓 |
| EFX | EQUIFAX | $61.15万 | 0.01% | 3,853 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS | $60.48万 | 0.01% | 4,800 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES | $59.34万 | 0.01% | 19,643 | 0 | 0.0% | — | 不变 |
| NBIX | NEUROCRINE BIOSCIENC | $59.19万 | 0.01% | 3,512 | 0 | 0.0% | — | 不变 |
| DKS | DICKS SPORTING GOODS | $59.13万 | 0.01% | 2,607 | 0 | 0.0% | — | 不变 |
| MSTR | STRATEGY | $58.79万 | 0.01% | 6,763 | -2,500 | -27.0% | -$21.73万 | 减仓 |
| RDY | DR REDDY'S LAB | $57.96万 | 0.01% | 40,000 | 0 | 0.0% | — | 不变 |
| FDXF | FEDEX FREIGHT | $57.79万 | 0.01% | 3,827 | 3,827 | — | $57.79万 | 新建仓 |
| ASTS | AST SPACEMOBILE | $57.76万 | 0.01% | 6,500 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER | $57.17万 | 0.01% | 4,050 | 0 | 0.0% | — | 不变 |
| RIVN | RIVIAN AUTOMOTIVE | $56.91万 | 0.01% | 32,800 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CENTERS | $56.44万 | 0.01% | 7,078 | 0 | 0.0% | — | 不变 |
| ZBH | ZIMMER BIOMET HLDS | $56.01万 | 0.01% | 6,506 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT A | $55.96万 | 0.01% | 3,224 | 0 | 0.0% | — | 不变 |
| MAA | MID-AM APRTMNT COMM | $55.51万 | 0.01% | 3,995 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HOLDINGS | $55.13万 | 0.01% | 6,760 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP | $55.07万 | 0.01% | 13,200 | 0 | 0.0% | — | 不变 |