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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA | $3.48亿 | 8.10% | 1,739,110 | -29,099 | -1.6% | -$582.24万 | 减仓 |
| MSFT | MICROSOFT | $2.75亿 | 6.39% | 736,068 | 1,759 | 0.2% | $65.61万 | 加仓 |
| GOOGL | ALPHABET A | $2.63亿 | 6.12% | 736,288 | -20,740 | -2.7% | -$741.19万 | 减仓 |
| AAPL | APPLE | $2.46亿 | 5.73% | 850,401 | 189 | 0.0% | $5.47万 | 加仓 |
| AMZN | AMAZON | $1.95亿 | 4.53% | 816,066 | -35,571 | -4.2% | -$847.80万 | 减仓 |
| AVGO | BROADCOM | $1.90亿 | 4.42% | 502,788 | -11,093 | -2.2% | -$419.04万 | 减仓 |
| JPM | JP MORGAN CHASE | $1.03亿 | 2.41% | 316,051 | 41,537 | 15.1% | $1,359.63万 | 加仓 |
| V | VISA A | $1.00亿 | 2.34% | 292,835 | 49,554 | 20.4% | $1,700.15万 | 加仓 |
| LLY | ELI LILLY | $7,828.68万 | 1.82% | 65,270 | 37,773 | 137.4% | $4,530.61万 | 加仓 |
| TSM | TAIWAN SEMICOND ADR | $7,253.86万 | 1.69% | 151,891 | 18,875 | 14.2% | $901.41万 | 加仓 |
| IBM | IBM | $6,200.03万 | 1.44% | 220,477 | -12,833 | -5.5% | -$360.88万 | 减仓 |
| META | META PLATFORMS | $5,487.63万 | 1.28% | 97,421 | -17,658 | -15.3% | -$994.66万 | 减仓 |
| PANW | PALO ALTO NETWORKS | $5,328.95万 | 1.24% | 156,265 | -81,951 | -34.4% | -$2,794.69万 | 减仓 |
| CL | COLGATE PALMOLIVE | $5,173.60万 | 1.20% | 564,311 | 72,576 | 14.8% | $665.38万 | 加仓 |
| GOOG | ALPHABET C | $5,118.52万 | 1.19% | 144,865 | -1,080 | -0.7% | -$38.16万 | 减仓 |
| GWW | WW GRAINGER | $4,785.89万 | 1.11% | 35,180 | 399 | 1.1% | $54.28万 | 加仓 |
| MA | MASTERCARD | $4,699.44万 | 1.09% | 91,500 | -5,669 | -5.8% | -$291.16万 | 减仓 |
| MU | MICRON TECH | $4,596.84万 | 1.07% | 39,824 | 1,420 | 3.7% | $163.91万 | 加仓 |
| NOW | SERVICENOW | $4,247.56万 | 0.99% | 427,836 | 163,729 | 62.0% | $1,625.50万 | 加仓 |
| PLD | PROLOGIS | $4,143.16万 | 0.96% | 305,836 | -3,154 | -1.0% | -$42.73万 | 减仓 |
| SYK | STRYKER | $4,139.23万 | 0.96% | 131,471 | 119,605 | 1,008.0% | $3,765.64万 | 加仓 |
| BLK | BLACKROCK | $4,097.40万 | 0.95% | 42,612 | 6,361 | 17.5% | $611.65万 | 加仓 |
| COF | CAPITAL ONE FIN | $3,967.84万 | 0.92% | 197,779 | 175,681 | 795.0% | $3,524.51万 | 加仓 |
| PGR | PROGRESSIVE | $3,953.57万 | 0.92% | 180,983 | -12,612 | -6.5% | -$275.51万 | 减仓 |
| FTNT | FORTINET | $3,926.82万 | 0.91% | 255,619 | -29,440 | -10.3% | -$452.26万 | 减仓 |
| TMO | THERMO FISCHER SCIEN | $3,904.84万 | 0.91% | 77,885 | 814 | 1.1% | $40.81万 | 加仓 |
| IBN | ICICI BANK LTD ADR | $3,900.89万 | 0.91% | 1,343,744 | 87,595 | 7.0% | $254.29万 | 加仓 |
| FSLR | FIRST SOLAR | $3,585.95万 | 0.83% | 151,973 | 14,797 | 10.8% | $349.15万 | 加仓 |
| AMD | ADV MICRO DEV | $3,341.63万 | 0.78% | 57,524 | -3,330 | -5.5% | -$193.44万 | 减仓 |
| DOV | DOVER CORP | $3,295.77万 | 0.77% | 146,949 | 142,465 | 3,177.2% | $3,195.21万 | 加仓 |
| MELI | MERCADOLIBRE | $3,249.65万 | 0.76% | 19,145 | 1,549 | 8.8% | $262.93万 | 加仓 |
| ACI | ALBERTSONS COMPANIES | $3,140.71万 | 0.73% | 2,321,294 | 285,280 | 14.0% | $385.98万 | 加仓 |
| PSMT | PRICESMART | $3,065.45万 | 0.71% | 156,929 | 24,939 | 18.9% | $487.16万 | 加仓 |
| FIX | COMFORT SYSTEMS USA | $3,061.72万 | 0.71% | 15,448 | -2,371 | -13.3% | -$469.92万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY | $3,031.19万 | 0.71% | 332,367 | -98,249 | -22.8% | -$896.03万 | 减仓 |
| WTS | WATTS WATER TECHN | $2,991.66万 | 0.70% | 76,425 | 11,876 | 18.4% | $464.89万 | 加仓 |
| CRM | SALESFORCE | $2,963.13万 | 0.69% | 189,144 | 14,538 | 8.3% | $227.75万 | 加仓 |
| GNRC | GENERAC HOLDINGS | $2,955.51万 | 0.69% | 100,936 | -1,309 | -1.3% | -$38.33万 | 减仓 |
| CEG | CONSTELLATION ENERGY | $2,869.24万 | 0.67% | 115,523 | 1,496 | 1.3% | $37.16万 | 加仓 |
| RDNT | RADNET | $2,793.44万 | 0.65% | 452,966 | 416,563 | 1,144.3% | $2,568.94万 | 加仓 |
| UBER | UBER TECHNOLOGIES | $2,767.48万 | 0.64% | 383,520 | 32,970 | 9.4% | $237.91万 | 加仓 |
| VEEV | VEEVA SYSTEMS | $2,730.46万 | 0.64% | 153,855 | 3,631 | 2.4% | $64.44万 | 加仓 |
| AMAT | APPLIED MATERIALS | $2,636.85万 | 0.61% | 36,471 | 1,020 | 2.9% | $73.75万 | 加仓 |
| CYTK | CYTOKINETICS | $2,594.98万 | 0.60% | 304,611 | 3,849 | 1.3% | $32.79万 | 加仓 |
| ADSK | AUTODESK | $2,488.93万 | 0.58% | 128,018 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH | $2,485.19万 | 0.58% | 57,351 | 1,430 | 2.6% | $61.97万 | 加仓 |
| ROL | ROLLINS | $2,298.49万 | 0.53% | 550,668 | -72,894 | -11.7% | -$304.26万 | 减仓 |
| INTC | INTEL | $2,164.33万 | 0.50% | 155,005 | -45,241 | -22.6% | -$631.70万 | 减仓 |
| LITE | LUMENTUM HOLDINGS | $2,150.38万 | 0.50% | 25,061 | 22,661 | 944.2% | $1,944.45万 | 加仓 |
| OKTA | OKTA | $1,994.30万 | 0.46% | 146,156 | 140,300 | 2,395.8% | $1,914.39万 | 加仓 |
| AKAM | AKAMAI TECH | $1,993.16万 | 0.46% | 168,612 | 30,612 | 22.2% | $361.86万 | 加仓 |
| WMT | WALMART | $1,928.59万 | 0.45% | 170,280 | 55,300 | 48.1% | $626.33万 | 加仓 |
| — | TOPBUILD CORP | $1,821.65万 | 0.42% | 51,382 | 2,484 | 5.1% | $88.07万 | 加仓 |
| CSCO | CISCO | $1,632.08万 | 0.38% | 138,948 | 3,300 | 2.4% | $38.76万 | 加仓 |
| ABBV | ABBVIE | $1,569.28万 | 0.37% | 62,362 | 2,250 | 3.7% | $56.62万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $1,508.18万 | 0.35% | 59,384 | 2,100 | 3.7% | $53.33万 | 加仓 |
| HD | HOME DEPOT | $1,428.11万 | 0.33% | 40,493 | 1,550 | 4.0% | $54.67万 | 加仓 |
| KLAC | KLA CORPORATION | $1,383.64万 | 0.32% | 45,860 | -2,500 | -5.2% | -$75.43万 | 减仓 |
| UNH | UNITEDHEALTH GRP | $1,317.09万 | 0.31% | 31,689 | 910 | 3.0% | $37.82万 | 加仓 |
| PG | PROCTER | $1,309.76万 | 0.30% | 89,318 | 1,600 | 1.8% | $23.46万 | 加仓 |
| KO | COCA COLA | $1,213.08万 | 0.28% | 149,265 | -3,900 | -2.5% | -$31.70万 | 减仓 |
| MRVL | MARVELL TECH. | $1,178.66万 | 0.27% | 39,567 | 2,700 | 7.3% | $80.43万 | 加仓 |
| DE | DEERE | $1,160.19万 | 0.27% | 18,290 | -280 | -1.5% | -$17.76万 | 减仓 |
| MRK | MERCK USD | $1,129.48万 | 0.26% | 87,897 | 2,840 | 3.3% | $36.49万 | 加仓 |
| GEV | GE VERNOVA | $1,076.17万 | 0.25% | 9,160 | 230 | 2.6% | $27.02万 | 加仓 |
| BAC | BANK OF AMERICA | $1,056.87万 | 0.25% | 185,480 | 3,600 | 2.0% | $20.51万 | 加仓 |
| GS | GOLDMAN SACHS | $1,047.88万 | 0.24% | 10,361 | 80 | 0.8% | $8.09万 | 加仓 |
| ISRG | INTUITIVE SURGICAL | $1,036.71万 | 0.24% | 26,069 | 4,479 | 20.7% | $178.12万 | 加仓 |
| TXN | TEXAS INSTRUMENT | $969.95万 | 0.23% | 32,541 | -1,370 | -4.0% | -$40.84万 | 减仓 |
| NFLX | NETFLIX | $935.20万 | 0.22% | 130,981 | 3,840 | 3.0% | $27.42万 | 加仓 |
| ORCL | ORACLE | $894.72万 | 0.21% | 61,052 | 2,350 | 4.0% | $34.44万 | 加仓 |
| MS | MORGAN STANLEY | $891.07万 | 0.21% | 42,627 | 2,510 | 6.3% | $52.47万 | 加仓 |
| C | CITIGROUP USD | $836.65万 | 0.19% | 59,778 | -1,500 | -2.4% | -$20.99万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $791.63万 | 0.18% | 12,394 | 640 | 5.4% | $40.88万 | 加仓 |
| VZ | VERIZON COMM | $787.25万 | 0.18% | 185,936 | 5,600 | 3.1% | $23.71万 | 加仓 |
| DXCM | DEXCOM | $762.43万 | 0.18% | 113,204 | 18,012 | 18.9% | $121.31万 | 加仓 |
| DIS | WALT DISNEY | $758.86万 | 0.18% | 78,843 | 19,000 | 31.7% | $182.88万 | 加仓 |
| GLW | CORNING | $712.34万 | 0.17% | 27,888 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN | $706.68万 | 0.16% | 19,515 | 1,130 | 6.1% | $40.92万 | 加仓 |
| QCOM | QUALCOMM | $705.97万 | 0.16% | 38,204 | 1,390 | 3.8% | $25.69万 | 加仓 |
| HDB | HDFC BANK | $657.63万 | 0.15% | 254,600 | 22,300 | 9.6% | $57.60万 | 加仓 |
| ANET | ARISTA NETWORKS | $649.06万 | 0.15% | 38,207 | 900 | 2.4% | $15.29万 | 加仓 |
| T | AT&T | $644.42万 | 0.15% | 311,315 | -1,403,353 | -81.8% | -$2,904.94万 | 减仓 |
| PLTR | PALANTIR TECH | $641.39万 | 0.15% | 54,975 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS | $635.81万 | 0.15% | 18,797 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $622.64万 | 0.14% | 75,344 | -9,250 | -10.9% | -$76.44万 | 减仓 |
| NXT | NEXTRACKER | $596.87万 | 0.14% | 50,098 | 10,500 | 26.5% | $125.10万 | 加仓 |
| GILD | GILEAD SCIENCES | $565.90万 | 0.13% | 44,792 | -337,210 | -88.3% | -$4,260.31万 | 减仓 |
| PEP | PEPSICO | $552.46万 | 0.13% | 40,802 | 4,500 | 12.4% | $60.93万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $546.59万 | 0.13% | 60,237 | 1,800 | 3.1% | $16.33万 | 加仓 |
| APH | AMPHENOL | $546.33万 | 0.13% | 30,985 | 1,700 | 5.8% | $29.97万 | 加仓 |
| UNP | UNION PACIFIC | $545.63万 | 0.13% | 20,060 | 900 | 4.7% | $24.48万 | 加仓 |
| MCK | MCKESSON | $544.41万 | 0.13% | 7,205 | 1,514 | 26.6% | $114.40万 | 加仓 |
| MCD | MCDONALDS | $540.05万 | 0.13% | 19,979 | -1,800 | -8.3% | -$48.66万 | 减仓 |
| WELL | WELLTOWER | $534.63万 | 0.12% | 23,555 | -5,830 | -19.8% | -$132.32万 | 减仓 |
| STRL | STERLING INFRA | $532.74万 | 0.12% | 6,347 | -3,359 | -34.6% | -$281.94万 | 减仓 |
| TEX | TEREX CORP | $511.83万 | 0.12% | 70,705 | 0 | 0.0% | — | 不变 |
| CRWD | CROWDSTRIKE HOLDINGS | $509.47万 | 0.12% | 6,676 | -2,000 | -23.1% | -$152.63万 | 减仓 |
| BKNG | BOOKING HOLDINGS | $500.21万 | 0.12% | 28,064 | -8,386 | -23.0% | -$149.47万 | 减仓 |
| LOW | LOWE'S COMPANIES | $485.67万 | 0.11% | 22,027 | 0 | 0.0% | — | 不变 |