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 |
|---|---|---|---|---|---|---|---|---|
| HGTY | HAGERTY A | $54.96万 | 0.01% | 46,106 | 469 | 1.0% | $5,590 | 加仓 |
| WY | WEYERHAEUSER CO | $54.82万 | 0.01% | 22,900 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COMPANIES | $54.41万 | 0.01% | 1,500 | 0 | 0.0% | — | 不变 |
| WSO | WATSCO | $54.38万 | 0.01% | 1,305 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMM | $54.18万 | 0.01% | 3,810 | 0 | 0.0% | — | 不变 |
| CLX | CLOROX | $53.92万 | 0.01% | 5,650 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP | $53.26万 | 0.01% | 23,108 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES | $53.21万 | 0.01% | 29,677 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR | $52.54万 | 0.01% | 5,806 | 0 | 0.0% | — | 不变 |
| CDE | COEUR MINING | $52.27万 | 0.01% | 32,026 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS | $52.15万 | 0.01% | 4,420 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY | $51.72万 | 0.01% | 1,552 | -330 | -17.5% | -$11.00万 | 减仓 |
| PKG | PACKAGING CORP OF AM | $51.35万 | 0.01% | 2,155 | 0 | 0.0% | — | 不变 |
| SUI | SUN COMMUNITIES | $51.29万 | 0.01% | 4,277 | 0 | 0.0% | — | 不变 |
| COO | COOPER | $50.91万 | 0.01% | 7,100 | 0 | 0.0% | — | 不变 |
| MDLN | MEDLINE | $50.84万 | 0.01% | 12,890 | 12,890 | — | $50.84万 | 新建仓 |
| TRU | TRANSUNION | $49.78万 | 0.01% | 6,900 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA | $49.67万 | 0.01% | 4,350 | 0 | 0.0% | — | 不变 |
| WIT | WIPRO | $49.27万 | 0.01% | 219,000 | 40,000 | 22.3% | $9.00万 | 加仓 |
| TOST | TOAST | $48.41万 | 0.01% | 17,400 | 0 | 0.0% | — | 不变 |
| WPC | WP CAREY | $48.26万 | 0.01% | 6,750 | 0 | 0.0% | — | 不变 |
| RPM | RPM INTERNATIONAL | $47.86万 | 0.01% | 4,306 | 1,150 | 36.4% | $12.78万 | 加仓 |
| KSPI | KSP LI | $47.17万 | 0.01% | 5,444 | -1,215 | -18.2% | -$10.53万 | 减仓 |
| HEI/A | HEICO CORP A | $47.15万 | 0.01% | 1,828 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN | $47.13万 | 0.01% | 6,059 | 1,400 | 30.0% | $10.89万 | 加仓 |
| MKC | MCCORMICK | $46.83万 | 0.01% | 9,287 | 0 | 0.0% | — | 不变 |
| CTSH | COGNIZANT TECH | $46.33万 | 0.01% | 11,961 | -324,200 | -96.4% | -$1,255.63万 | 减仓 |
| GEN | GEN DIGITAL | $45.92万 | 0.01% | 18,450 | 0 | 0.0% | — | 不变 |
| TRMB | TRIMBLE | $45.06万 | 0.01% | 8,804 | 0 | 0.0% | — | 不变 |
| TYL | TYLER TECHNOLOGIES | $45.04万 | 0.01% | 1,540 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP | $45.02万 | 0.01% | 6,181 | -3,600 | -36.8% | -$26.22万 | 减仓 |
| NLY | ANNALY CAPITAL MANAG | $44.66万 | 0.01% | 19,975 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS | $43.97万 | 0.01% | 7,680 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON | $43.02万 | 0.01% | 2,650 | 0 | 0.0% | — | 不变 |
| BALL | BALL | $42.43万 | 0.01% | 6,800 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MARKETS | $41.10万 | 0.01% | 4,124 | 0 | 0.0% | — | 不变 |
| PTC | PTC | $40.10万 | 0.01% | 3,530 | 0 | 0.0% | — | 不变 |
| GGG | GRACO | $40.07万 | 0.01% | 5,300 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA A | $40.04万 | 0.01% | 12,347 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ | $39.57万 | 0.01% | 7,429 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP | $39.14万 | 0.01% | 13,820 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER | $38.99万 | 0.01% | 13,294 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON | $38.04万 | 0.01% | 1,261 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP | $36.62万 | 0.01% | 1,028 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINA ADR | $36.61万 | 0.01% | 12,500 | 2,300 | 22.5% | $6.74万 | 加仓 |
| RKT | ROCKET COS INC | $35.85万 | 0.01% | 22,764 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINANCIAL P | $35.31万 | 0.01% | 3,500 | 0 | 0.0% | — | 不变 |
| YMM | FULL TRUCK ALL ADR | $34.92万 | 0.01% | 43,000 | 43,000 | — | $34.92万 | 新建仓 |
| FNF | FIDELITY INTL FINANC | $34.63万 | 0.01% | 7,343 | 0 | 0.0% | — | 不变 |
| FOXA | FOX CORP A | $34.31万 | 0.01% | 6,577 | 0 | 0.0% | — | 不变 |
| VKTX | VIKING THERAPEUTICS | $33.40万 | 0.01% | 8,562 | -3,554 | -29.3% | -$13.86万 | 减仓 |
| UAL | UNITED AIRLINES HOLD | $33.32万 | 0.01% | 2,450 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECHNOLOGIES | $32.99万 | 0.01% | 5,316 | 0 | 0.0% | — | 不变 |
| PODD | INSULET | $31.97万 | 0.01% | 2,100 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ADR | $31.73万 | 0.01% | 38,000 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GR | $31.57万 | 0.01% | 5,040 | 5,040 | — | $31.57万 | 新建仓 |
| DPZ | DOMINOS PIZZA (USD) | $28.66万 | 0.01% | 968 | 0 | 0.0% | — | 不变 |
| VIPS | VIPSHOP ADR | $28.24万 | 0.01% | 21,300 | 0 | 0.0% | — | 不变 |
| H | HYATT HOTELS CORP A | $27.14万 | 0.01% | 1,400 | 600 | 75.0% | $11.63万 | 加仓 |
| FOX | FOX CORP B | $24.08万 | 0.01% | 5,140 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINANCIAL | $22.90万 | 0.01% | 8,000 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $22.53万 | 0.01% | 2,220 | -1,700 | -43.4% | -$17.25万 | 减仓 |
| NWSA | NEWS CORP USD | $19.86万 | 0.00% | 8,000 | -4,300 | -35.0% | -$10.68万 | 减仓 |
| ERIE | ERIE INDEMNITY | $19.18万 | 0.00% | 800 | 0 | 0.0% | — | 不变 |
| GPCR | STRUCTURE THERAPEUT | $17.24万 | 0.00% | 3,212 | -1,306 | -28.9% | -$7.01万 | 减仓 |
| — | TERNS PHARMACEUT | $0 | 0.00% | 0 | -22,152 | -100.0% | -$116.79万 | 清仓 |
| QLYS | QUALYS | $0 | 0.00% | 0 | -11,680 | -100.0% | -$102.61万 | 清仓 |
| — | HOLOGIC | $0 | 0.00% | 0 | -10,200 | -100.0% | -$77.10万 | 清仓 |
| SPSC | SPS COMMERCE | $0 | 0.00% | 0 | -12,810 | -100.0% | -$71.31万 | 清仓 |
| HUBS | HUBSPOT | $0 | 0.00% | 0 | -2,160 | -100.0% | -$52.73万 | 清仓 |
| IT | GARTNER | $0 | 0.00% | 0 | -3,170 | -100.0% | -$50.19万 | 清仓 |
| JKHY | JACK HENRY & ASSOC | $0 | 0.00% | 0 | -3,120 | -100.0% | -$49.31万 | 清仓 |
| GDDY | GODADDY A | $0 | 0.00% | 0 | -5,050 | -100.0% | -$41.75万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES C | $0 | 0.00% | 0 | -1,950 | -100.0% | -$40.77万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE | $0 | 0.00% | 0 | -4,700 | -100.0% | -$38.70万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -4,500 | -100.0% | -$38.17万 | 清仓 |
| DOC | HEALTHPEAK PROP | $0 | 0.00% | 0 | -22,445 | -100.0% | -$36.88万 | 清仓 |
| UDR | UDR | $0 | 0.00% | 0 | -10,849 | -100.0% | -$36.65万 | 清仓 |
| HRL | HORMEL FOODS | $0 | 0.00% | 0 | -15,900 | -100.0% | -$36.01万 | 清仓 |
| PINS | $0 | 0.00% | 0 | -19,067 | -100.0% | -$34.97万 | 清仓 | |
| VRNS | VARONIS SYSTEMS | $0 | 0.00% | 0 | -15,700 | -100.0% | -$33.71万 | 清仓 |
| SOLV | SOLVENTUM | $0 | 0.00% | 0 | -5,000 | -100.0% | -$32.65万 | 清仓 |
| EQH | EQUITABLE HOLDINGS | $0 | 0.00% | 0 | -7,700 | -100.0% | -$28.57万 | 清仓 |
| TTD | TRADE DESK | $0 | 0.00% | 0 | -11,739 | -100.0% | -$26.64万 | 清仓 |
| Z | ZILLOW GROUP | $0 | 0.00% | 0 | -5,727 | -100.0% | -$23.70万 | 清仓 |
| SNAP | SNAP | $0 | 0.00% | 0 | -24,429 | -100.0% | -$11.24万 | 清仓 |
| OKLO | OKLO | $0 | 0.00% | 0 | -2,000 | -100.0% | -$9.92万 | 清仓 |