Lansforsakringar Fondforvaltning AB (publ)
Stockholm V7 · SEC CIK 0002059323
$191.20亿2026Q1 申报市值
554持仓数
39.1%前十大占比 · 第一大 8.2%
25 / 26新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$4.74亿
PANW 加仓+$1,508.88万
CRWD 加仓+$1,189.65万
PEP 加仓+$1,138.44万
INSM 新建仓+$1,119.93万
2026Q1 卖出最多 按季末市值估算
C 减仓-$1,889.98万
STX 减仓-$1,706.15万
NVDA 减仓-$1,554.35万
QCOM 减仓-$1,420.38万
AAPL 减仓-$1,400.30万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| GRAB | GRAB HOLDINGS LIMITED | $514.05万 | 0.03% | 1,404,506 | 266,169 | 23.4% | $97.42万 | 加仓 |
| APH | AMPHENOL CORP | $514.81万 | 0.03% | 40,745 | 40,745 | — | $514.81万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $520.68万 | 0.03% | 24,572 | -899 | -3.5% | -$19.05万 | 减仓 |
| APTV | APTIV PLC | $526.69万 | 0.03% | 75,848 | 7,417 | 10.8% | $51.50万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $531.15万 | 0.03% | 34,693 | 688 | 2.0% | $10.53万 | 加仓 |
| PHM | PULTE GROUP INC | $533.41万 | 0.03% | 45,354 | 361 | 0.8% | $4.25万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $533.95万 | 0.03% | 97,918 | -9,278 | -8.7% | -$50.59万 | 减仓 |
| TREX | TREX INC | $540.78万 | 0.03% | 148,484 | -171,000 | -53.5% | -$622.78万 | 减仓 |
| NTAP | NETAPP INC | $542.65万 | 0.03% | 52,999 | 1,432 | 2.8% | $14.66万 | 加仓 |
| P | EVERPURE INC | $544.08万 | 0.03% | 92,155 | -2,869 | -3.0% | -$16.94万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $552.12万 | 0.03% | 76,929 | -1,269 | -1.6% | -$9.11万 | 减仓 |
| QSR | RESTAURANT BRANDS INTL INC | $555.89万 | 0.03% | 75,362 | 301 | 0.4% | $2.22万 | 加仓 |
| FTV | FORTIVE CORP | $556.43万 | 0.03% | 100,657 | -2,692 | -2.6% | -$14.88万 | 减仓 |
| CSGP | COSTAR GROUP INC | $557.97万 | 0.03% | 138,317 | 2,291 | 1.7% | $9.24万 | 加仓 |
| PTC | PTC INC | $557.99万 | 0.03% | 39,160 | 262 | 0.7% | $3.73万 | 加仓 |
| TECK | TECK RESOURCES LTD | $564.96万 | 0.03% | 109,352 | -9,818 | -8.2% | -$50.72万 | 减仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $565.72万 | 0.03% | 62,566 | 280 | 0.4% | $2.53万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $565.83万 | 0.03% | 158,498 | -527 | -0.3% | -$1.88万 | 减仓 |
| TSN | TYSON FOODS INC | $571.40万 | 0.03% | 89,184 | -1,025 | -1.1% | -$6.57万 | 减仓 |
| HPQ | HP INC | $578.07万 | 0.03% | 300,925 | 8,449 | 2.9% | $16.23万 | 加仓 |
| BRO | BROWN & BROWN INC | $580.96万 | 0.03% | 89,091 | 520 | 0.6% | $3.39万 | 加仓 |
| GPN | GLOBAL PMTS INC | $583.31万 | 0.03% | 86,674 | 1,937 | 2.3% | $13.04万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $584.60万 | 0.03% | 80,580 | -3,387 | -4.0% | -$24.57万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $585.36万 | 0.03% | 34,011 | -435 | -1.3% | -$7.49万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $587.57万 | 0.03% | 23,443 | -779 | -3.2% | -$19.52万 | 减仓 |
| CPAY | CORPAY INC | $594.08万 | 0.03% | 20,416 | 261 | 1.3% | $7.59万 | 加仓 |
| SNA | SNAP ON INC | $598.07万 | 0.03% | 16,466 | -278 | -1.7% | -$10.10万 | 减仓 |
| ILMN | ILLUMINA INC | $598.70万 | 0.03% | 48,572 | -1,081 | -2.2% | -$13.32万 | 减仓 |
| TROW | PRICE T ROWE GROUP INC | $602.95万 | 0.03% | 66,891 | -39,910 | -37.4% | -$359.75万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $606.44万 | 0.03% | 135,912 | 0 | 0.0% | — | 不变 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $607.33万 | 0.03% | 37,379 | 17 | 0.0% | $2,762 | 加仓 |
| BAP | CREDICORP LTD | $612.35万 | 0.03% | 18,054 | -536 | -2.9% | -$18.18万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $614.48万 | 0.03% | 386,953 | 497 | 0.1% | $7,892 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $614.69万 | 0.03% | 72,300 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC | $626.13万 | 0.03% | 43,715 | 358 | 0.8% | $5.13万 | 加仓 |
| PKG | PACKAGING CORP AMER | $631.99万 | 0.03% | 29,780 | -144 | -0.5% | -$3.06万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $636.45万 | 0.03% | 129,473 | -19,322 | -13.0% | -$94.98万 | 减仓 |
| FTS | FORTIS INC | $640.50万 | 0.03% | 115,172 | 2,064 | 1.8% | $11.48万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $649.44万 | 0.03% | 44,854 | 905 | 2.1% | $13.10万 | 加仓 |
| TWLO | TWILIO INC | $650.49万 | 0.03% | 51,700 | 168 | 0.3% | $2.11万 | 加仓 |
| BG | BUNGE GLOBAL SA | $656.35万 | 0.03% | 51,600 | 7,854 | 18.0% | $99.90万 | 加仓 |
| — | DUPONT DE NEMOURS INC | $657.73万 | 0.03% | 143,610 | 2,836 | 2.0% | $12.99万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $658.78万 | 0.03% | 39,669 | 3,207 | 8.8% | $53.26万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $660.31万 | 0.03% | 82,139 | -7,010 | -7.9% | -$56.35万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $670.00万 | 0.04% | 36,747 | -3,264 | -8.2% | -$59.51万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $682.76万 | 0.04% | 171,333 | -1,668 | -1.0% | -$6.65万 | 减仓 |
| WRB | BERKLEY W R CORP | $689.00万 | 0.04% | 103,954 | -2,073 | -2.0% | -$13.74万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $689.33万 | 0.04% | 35,163 | -4,192 | -10.7% | -$82.18万 | 减仓 |
| HUM | HUMANA INC | $690.28万 | 0.04% | 39,811 | 410 | 1.0% | $7.11万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $690.77万 | 0.04% | 116,783 | -9,609 | -7.6% | -$56.84万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $693.28万 | 0.04% | 46,219 | -1,173 | -2.5% | -$17.59万 | 减仓 |
| FSLR | FIRST SOLAR INC | $702.95万 | 0.04% | 35,636 | -20,043 | -36.0% | -$395.37万 | 减仓 |
| GL | GLOBE LIFE INC | $705.37万 | 0.04% | 50,684 | 50,684 | — | $705.37万 | 新建仓 |
| VLTO | VERALTO CORP | $710.65万 | 0.04% | 80,373 | -1,404 | -1.7% | -$12.41万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $724.92万 | 0.04% | 27,170 | -800 | -2.9% | -$21.34万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $733.06万 | 0.04% | 24,368 | -2,620 | -9.7% | -$78.82万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $749.55万 | 0.04% | 68,703 | 341 | 0.5% | $3.72万 | 加仓 |
| SE | SEA LTD | $752.25万 | 0.04% | 90,841 | 130 | 0.1% | $1.08万 | 加仓 |
| CCL | CARNIVAL CORP | $754.19万 | 0.04% | 291,418 | 38,126 | 15.1% | $98.67万 | 加仓 |
| MKL | MARKEL GROUP INC | $756.05万 | 0.04% | 3,950 | -36 | -0.9% | -$6.89万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $758.20万 | 0.04% | 106,519 | 912 | 0.9% | $6.49万 | 加仓 |
| EFX | EQUIFAX INC | $763.24万 | 0.04% | 42,386 | -52 | -0.1% | -$9,364 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $770.55万 | 0.04% | 84,984 | 2,123 | 2.6% | $19.25万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $771.26万 | 0.04% | 42,848 | -454 | -1.0% | -$8.17万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $773.14万 | 0.04% | 164,814 | -4,358 | -2.6% | -$20.44万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $776.82万 | 0.04% | 257,909 | 1,501 | 0.6% | $4.52万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $778.15万 | 0.04% | 83,386 | 8,756 | 11.7% | $81.71万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $780.89万 | 0.04% | 162,789 | 13,910 | 9.3% | $66.73万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $794.35万 | 0.04% | 13,396 | 39 | 0.3% | $2.31万 | 加仓 |
| NTRA | NATERA INC | $797.48万 | 0.04% | 39,876 | -572 | -1.4% | -$11.44万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $798.71万 | 0.04% | 48,896 | -137 | -0.3% | -$2.24万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $799.06万 | 0.04% | 15,287 | 563 | 3.8% | $29.43万 | 加仓 |
| EME | EMCOR GROUP INC | $812.51万 | 0.04% | 11,005 | 1,237 | 12.7% | $91.33万 | 加仓 |
| FICO | FAIR ISAAC CORP | $828.30万 | 0.04% | 7,759 | -24 | -0.3% | -$2.56万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $830.61万 | 0.04% | 52,788 | -456 | -0.9% | -$7.18万 | 减仓 |
| DHI | D R HORTON INC | $842.51万 | 0.04% | 61,399 | 851 | 1.4% | $11.68万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $844.12万 | 0.04% | 6,693 | -66 | -1.0% | -$8.32万 | 减仓 |
| SLF | SUN LIFE FINANCIAL INC. | $847.58万 | 0.04% | 135,725 | 1,125 | 0.8% | $7.03万 | 加仓 |
| PPG | PPG INDS INC | $848.91万 | 0.04% | 79,427 | 9,544 | 13.7% | $102.01万 | 加仓 |
| NTRS | NORTHERN TR CORP | $858.24万 | 0.04% | 61,492 | -816 | -1.3% | -$11.39万 | 减仓 |
| KGC | KINROSS GOLD CORP | $858.56万 | 0.04% | 281,723 | 1,862 | 0.7% | $5.67万 | 加仓 |
| NTR | NUTRIEN LTD | $865.75万 | 0.05% | 115,056 | -1,458 | -1.3% | -$10.97万 | 减仓 |
| RKLB | ROCKET LAB CORP | $871.65万 | 0.05% | 135,730 | -16,609 | -10.9% | -$106.66万 | 减仓 |
| BIIB | BIOGEN INC | $876.44万 | 0.05% | 47,807 | -918 | -1.9% | -$16.83万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $878.42万 | 0.05% | 38,045 | -535 | -1.4% | -$12.35万 | 减仓 |
| IQV | IQVIA HLDGS INC | $890.32万 | 0.05% | 52,206 | -1,157 | -2.2% | -$19.73万 | 减仓 |
| TPR | TAPESTRY INC | $897.34万 | 0.05% | 63,592 | -6,304 | -9.0% | -$88.96万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $907.65万 | 0.05% | 31,223 | 158 | 0.5% | $4.59万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $909.30万 | 0.05% | 47,921 | 158 | 0.3% | $3.00万 | 加仓 |
| WDAY | WORKDAY INC | $909.38万 | 0.05% | 69,996 | 877 | 1.3% | $11.39万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $916.10万 | 0.05% | 67,316 | -176 | -0.3% | -$2.40万 | 减仓 |
| NUE | NUCOR CORP | $928.10万 | 0.05% | 54,885 | 451 | 0.8% | $7.63万 | 加仓 |
| CVNA | CARVANA CO | $935.28万 | 0.05% | 29,750 | -1,395 | -4.5% | -$43.86万 | 减仓 |
| DOV | DOVER CORP | $935.48万 | 0.05% | 44,878 | 609 | 1.4% | $12.69万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $941.34万 | 0.05% | 71,787 | -37 | -0.1% | -$4,852 | 减仓 |
| WAT | WATERS CORP | $949.20万 | 0.05% | 31,874 | 12,231 | 62.3% | $364.24万 | 加仓 |
| AU | ANGLOGOLD ASHANTI PLC | $956.71万 | 0.05% | 99,711 | 2,011 | 2.1% | $19.30万 | 加仓 |
| NU | NU HLDGS LTD | $964.78万 | 0.05% | 671,385 | -67,870 | -9.2% | -$97.53万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $966.75万 | 0.05% | 157,580 | -406 | -0.3% | -$2.49万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $967.67万 | 0.05% | 52,386 | 548 | 1.1% | $10.12万 | 加仓 |