Lansforsakringar Fondforvaltning AB (publ)
Stockholm V7 · SEC CIK 0002059323
$223.88亿2026Q2 申报市值
591持仓数
36.0%前十大占比 · 第一大 7.3%
73 / 42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
MU 加仓+$2.93亿
BRK/B 新建仓+$1.57亿
APH 加仓+$1.38亿
JPM 加仓+$7,885.51万
GEV 加仓+$7,777.69万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1.64亿
GOOGL 减仓-$1.37亿
STX 减仓-$7,735.73万
C 减仓-$7,162.65万
CRWD 减仓-$7,132.69万
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 CORPORATION | $16.26亿 | 7.26% | 8,128,594 | -821,191 | -9.2% | -$1.64亿 | 减仓 |
| AAPL | APPLE INC | $13.72亿 | 6.13% | 4,740,533 | -81,112 | -1.7% | -$2,347.06万 | 减仓 |
| MSFT | MICROSOFT CORP | $9.88亿 | 4.42% | 2,649,953 | -47,415 | -1.8% | -$1,768.67万 | 减仓 |
| AMZN | AMAZON COM INC | $8.70亿 | 3.89% | 3,652,011 | -47,931 | -1.3% | -$1,142.39万 | 减仓 |
| GOOGL | ALPHABET INC | $7.87亿 | 3.52% | 2,203,224 | -383,764 | -14.8% | -$1.37亿 | 减仓 |
| AVGO | BROADCOM INC | $6.46亿 | 2.89% | 1,711,360 | -29,945 | -1.7% | -$1,131.17万 | 减仓 |
| GOOG | ALPHABET INC | $4.90亿 | 2.19% | 1,387,835 | -153,380 | -10.0% | -$5,419.38万 | 减仓 |
| AZN | ASTRAZENECA PLC | $4.74亿 | 2.12% | 2,523,337 | 84,786 | 3.5% | $1,591.61万 | 加仓 |
| LLY | ELI LILLY & CO | $4.17亿 | 1.86% | 348,001 | 32,244 | 10.2% | $3,867.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3.82亿 | 1.71% | 1,168,266 | 240,904 | 26.0% | $7,885.51万 | 加仓 |
| META | META PLATFORMS INC | $3.71亿 | 1.66% | 659,129 | -27,012 | -3.9% | -$1,521.56万 | 减仓 |
| TSLA | TESLA INC | $3.55亿 | 1.59% | 844,898 | -46,107 | -5.2% | -$1,939.26万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.20亿 | 1.43% | 550,498 | 10,591 | 2.0% | $615.24万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $2.99亿 | 1.34% | 259,095 | 253,844 | 4,834.2% | $2.93亿 | 加仓 |
| V | VISA INC | $2.74亿 | 1.22% | 797,518 | 45,488 | 6.0% | $1,560.65万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $2.17亿 | 0.97% | 852,974 | 61,562 | 7.8% | $1,563.49万 | 加仓 |
| BAC | BANK OF AMER CORP | $1.96亿 | 0.87% | 3,435,042 | -684,321 | -16.6% | -$3,899.26万 | 减仓 |
| INTC | INTEL CORP | $1.92亿 | 0.86% | 1,374,357 | -146,442 | -9.6% | -$2,044.77万 | 减仓 |
| AMAT | APPLIED MATLS INC | $1.79亿 | 0.80% | 248,153 | -16,703 | -6.3% | -$1,207.63万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.74亿 | 0.78% | 401,561 | -21,935 | -5.2% | -$950.51万 | 减仓 |
| CSCO | CISCO SYS INC | $1.58亿 | 0.71% | 1,345,790 | 43,064 | 3.3% | $505.83万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.57亿 | 0.70% | 312,852 | 312,852 | — | $1.57亿 | 新建仓 |
| LIN | LINDE PLC | $1.51亿 | 0.67% | 290,918 | 119,619 | 69.8% | $6,207.51万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.50亿 | 0.67% | 439,360 | -68,190 | -13.4% | -$2,325.42万 | 减仓 |
| CAT | CATERPILLAR INC | $1.49亿 | 0.66% | 139,794 | -8,126 | -5.5% | -$865.34万 | 减仓 |
| WMT | WALMART INC | $1.49亿 | 0.66% | 1,314,164 | -68,986 | -5.0% | -$781.34万 | 减仓 |
| ABBV | ABBVIE INC | $1.47亿 | 0.66% | 583,795 | 17,609 | 3.1% | $443.11万 | 加仓 |
| APH | AMPHENOL CORP | $1.45亿 | 0.65% | 823,333 | 782,588 | 1,920.7% | $1.38亿 | 加仓 |
| GE | GE AEROSPACE | $1.43亿 | 0.64% | 382,691 | 38,450 | 11.2% | $1,436.99万 | 加仓 |
| PEP | PEPSICO INC | $1.36亿 | 0.61% | 1,005,198 | 490,646 | 95.4% | $6,643.35万 | 加仓 |
| MS | MORGAN STANLEY | $1.35亿 | 0.60% | 644,068 | 217,881 | 51.1% | $4,554.58万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.28亿 | 0.57% | 249,772 | -22,882 | -8.4% | -$1,175.22万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.22亿 | 0.54% | 293,384 | 4,277 | 1.5% | $177.76万 | 加仓 |
| KLAC | KLA CORP | $1.21亿 | 0.54% | 400,143 | -21,587 | -5.1% | -$651.30万 | 减仓 |
| HD | HOME DEPOT INC | $1.07亿 | 0.48% | 302,750 | -15,967 | -5.0% | -$563.12万 | 减仓 |
| MRK | MERCK & CO INC | $1.07亿 | 0.48% | 830,507 | 25,680 | 3.2% | $329.99万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.04亿 | 0.46% | 709,922 | -43,095 | -5.7% | -$631.95万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.04亿 | 0.46% | 611,540 | 87,599 | 16.7% | $1,488.13万 | 加仓 |
| NFLX | NETFLIX INC. | $1.03亿 | 0.46% | 1,439,096 | -403,937 | -21.9% | -$2,884.11万 | 减仓 |
| WM | WASTE MGMT INC DEL | $1.02亿 | 0.46% | 459,215 | 288,692 | 169.3% | $6,434.37万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.01亿 | 0.45% | 107,942 | 40,845 | 60.9% | $3,820.93万 | 加仓 |
| ETN | EATON CORP PLC | $9,979.26万 | 0.45% | 234,189 | 83,996 | 55.9% | $3,579.24万 | 加仓 |
| KO | COCA COLA CO | $9,470.94万 | 0.42% | 1,165,367 | -133,757 | -10.3% | -$1,087.04万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $9,124.98万 | 0.41% | 90,224 | -7,772 | -7.9% | -$786.04万 | 减仓 |
| SPGI | S&P GLOBAL INC | $8,642.30万 | 0.39% | 212,206 | 97,214 | 84.5% | $3,959.14万 | 加仓 |
| WFC | WELLS FARGO & CO | $8,423.26万 | 0.38% | 1,019,272 | -9,487 | -0.9% | -$78.40万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,023.88万 | 0.36% | 285,334 | -13,917 | -4.7% | -$391.36万 | 减仓 |
| GEV | GE VERNOVA INC | $7,962.03万 | 0.36% | 67,770 | 66,201 | 4,219.3% | $7,777.69万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7,822.00万 | 0.35% | 262,580 | -12,845 | -4.7% | -$382.64万 | 减仓 |
| ORCL | ORACLE CORP | $7,745.72万 | 0.35% | 528,538 | -16,591 | -3.0% | -$243.14万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,671.62万 | 0.34% | 657,549 | -76,338 | -10.4% | -$890.64万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,323.18万 | 0.33% | 1,729,612 | -720,517 | -29.4% | -$3,050.67万 | 减仓 |
| C | CITIGROUP INC | $7,280.86万 | 0.33% | 520,210 | -511,764 | -49.6% | -$7,162.65万 | 减仓 |
| URI | UNITED RENTALS INC | $7,153.18万 | 0.32% | 63,141 | 35,182 | 125.8% | $3,985.73万 | 加仓 |
| TMUS | T-MOBILE US INC | $7,079.61万 | 0.32% | 422,084 | 234,711 | 125.3% | $3,936.81万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,939.63万 | 0.31% | 108,649 | 67,158 | 161.9% | $4,289.52万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $6,748.17万 | 0.30% | 1,581,108 | 687,359 | 76.9% | $2,933.65万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,657.12万 | 0.30% | 540,746 | 311,708 | 136.1% | $3,837.44万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,630.82万 | 0.30% | 138,845 | 16,622 | 13.6% | $793.82万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,613.74万 | 0.30% | 131,916 | -6,379 | -4.6% | -$319.82万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,600.21万 | 0.29% | 68,396 | -80,163 | -54.0% | -$7,735.73万 | 减仓 |
| RY | ROYAL BK CDA | $6,579.61万 | 0.29% | 317,857 | -10,598 | -3.2% | -$219.38万 | 减仓 |
| MELI | MERCADOLIBRE INC | $6,474.02万 | 0.29% | 38,141 | 9,680 | 34.0% | $1,643.07万 | 加仓 |
| UBS | UBS GROUP AG | $6,432.24万 | 0.29% | 1,295,198 | -114,896 | -8.1% | -$570.60万 | 减仓 |
| GLW | CORNING INC | $6,400.11万 | 0.29% | 250,562 | -19,898 | -7.4% | -$508.25万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,337.83万 | 0.28% | 212,629 | 204,949 | 2,668.6% | $6,108.91万 | 加仓 |
| MCD | MCDONALDS CORP | $6,085.14万 | 0.27% | 225,117 | -13,438 | -5.6% | -$363.24万 | 减仓 |
| QCOM | QUALCOMM INC | $6,016.52万 | 0.27% | 325,587 | -21,304 | -6.1% | -$393.68万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6,005.81万 | 0.27% | 151,215 | -7,670 | -4.8% | -$304.63万 | 减仓 |
| AMGN | AMGEN INC | $5,974.00万 | 0.27% | 164,973 | -7,745 | -4.5% | -$280.46万 | 减仓 |
| VEEV | VEEVA SYS INC | $5,892.94万 | 0.26% | 332,053 | 256,137 | 337.4% | $4,545.66万 | 加仓 |
| T | AT&T INC | $5,882.43万 | 0.26% | 2,841,752 | 528,514 | 22.8% | $1,094.02万 | 加仓 |
| TTE | TOTALENERGIES SE | $5,797.24万 | 0.26% | 745,350 | 745,350 | — | $5,797.24万 | 新建仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,783.46万 | 0.26% | 75,785 | -93,465 | -55.2% | -$7,132.69万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5,690.82万 | 0.25% | 648,379 | -19,558 | -2.9% | -$171.66万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $5,509.69万 | 0.25% | 162,888 | -168,268 | -50.8% | -$5,691.67万 | 减仓 |
| DIS | DISNEY WALT CO | $5,475.32万 | 0.24% | 568,864 | -412,957 | -42.1% | -$3,974.71万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $5,351.60万 | 0.24% | 964,252 | 598,090 | 163.3% | $3,319.40万 | 加仓 |
| UL | UNILEVER PLC | $5,132.93万 | 0.23% | 854,189 | 854,189 | — | $5,132.93万 | 新建仓 |
| TJX | TJX COS INC NEW | $5,042.19万 | 0.23% | 332,818 | -20,794 | -5.9% | -$315.03万 | 减仓 |
| EMR | EMERSON ELEC CO | $5,020.60万 | 0.22% | 350,723 | 130,375 | 59.2% | $1,866.32万 | 加仓 |
| PFE | PFIZER INC | $4,918.24万 | 0.22% | 2,042,458 | -1,116,367 | -35.3% | -$2,688.21万 | 减仓 |
| WELL | WELLTOWER INC | $4,916.19万 | 0.22% | 216,601 | 1,940 | 0.9% | $44.03万 | 加仓 |
| UNP | UNION PAC CORP | $4,867.06万 | 0.22% | 178,936 | -9,127 | -4.9% | -$248.25万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4,846.68万 | 0.22% | 534,128 | -26,064 | -4.7% | -$236.50万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $4,817.46万 | 0.22% | 381,309 | -307,824 | -44.7% | -$3,889.05万 | 减仓 |
| DE | DEERE & CO | $4,757.03万 | 0.21% | 74,993 | -7,431 | -9.0% | -$471.37万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4,676.62万 | 0.21% | 506,841 | -45,929 | -8.3% | -$423.79万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $4,603.54万 | 0.21% | 378,756 | -19,072 | -4.8% | -$231.81万 | 减仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $4,422.25万 | 0.20% | 2,736,520 | 2,736,520 | — | $4,422.25万 | 新建仓 |
| ALC | ALCON AG | $4,398.91万 | 0.20% | 649,887 | 587,869 | 947.9% | $3,979.13万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,332.84万 | 0.19% | 108,953 | -49,724 | -31.3% | -$1,977.42万 | 减仓 |
| BLK | BLACKROCK INC | $4,279.33万 | 0.19% | 44,504 | -2,173 | -4.7% | -$208.95万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,219.83万 | 0.19% | 236,750 | -17,850 | -7.0% | -$318.16万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,097.36万 | 0.18% | 94,965 | -16,220 | -14.6% | -$699.83万 | 减仓 |
| CVS | CVS HEALTH CORP | $4,073.56万 | 0.18% | 393,771 | -20,505 | -4.9% | -$212.12万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $4,054.33万 | 0.18% | 150,797 | 150,797 | — | $4,054.33万 | 新建仓 |
| PGR | PROGRESSIVE CORP | $4,012.49万 | 0.18% | 183,680 | -7,205 | -3.8% | -$157.39万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,955.31万 | 0.18% | 79,627 | -4,219 | -5.0% | -$209.57万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $3,936.23万 | 0.18% | 355,801 | 200,084 | 128.5% | $2,213.53万 | 加仓 |