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 |
|---|---|---|---|---|---|---|---|---|
| DG | DOLLAR GEN CORP | $568.64万 | 0.03% | 49,400 | 49,400 | — | $568.64万 | 新建仓 |
| MTZ | MASTEC INC | $570.21万 | 0.03% | 13,705 | 13,705 | — | $570.21万 | 新建仓 |
| RS | RELIANCE INC | $571.94万 | 0.03% | 15,309 | -1,170 | -7.1% | -$43.71万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $581.12万 | 0.03% | 150,045 | -7,535 | -4.8% | -$29.18万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $582.43万 | 0.03% | 41,874 | -4,345 | -9.4% | -$60.43万 | 减仓 |
| SBAC | SBA COMMUNICATIONS CORP | $590.45万 | 0.03% | 33,461 | -550 | -1.6% | -$9.71万 | 减仓 |
| PBA | PEMBINA PIPELINE CORP | $591.30万 | 0.03% | 127,843 | -8,069 | -5.9% | -$37.32万 | 减仓 |
| PHM | PULTE GROUP INC | $592.03万 | 0.03% | 43,148 | -2,206 | -4.9% | -$30.27万 | 减仓 |
| GIS | GENERAL MILLS INC | $592.87万 | 0.03% | 170,365 | -579,246 | -77.3% | -$2,015.78万 | 减仓 |
| SYF | SYNCHRONY FINANCIAL | $593.17万 | 0.03% | 77,998 | 73,963 | 1,833.0% | $562.49万 | 重新持有 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $594.23万 | 0.03% | 75,010 | -5,570 | -6.9% | -$44.13万 | 减仓 |
| AMRZ | AMRIZE LTD | $595.45万 | 0.03% | 111,716 | 111,716 | — | $595.45万 | 新建仓 |
| ESS | ESSEX PPTY TR INC | $598.31万 | 0.03% | 20,519 | -169 | -0.8% | -$4.93万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $600.37万 | 0.03% | 44,262 | -99,348 | -69.2% | -$1,347.56万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $602.61万 | 0.03% | 154,992 | -9,822 | -6.0% | -$38.19万 | 减仓 |
| AMCR | AMCOR PLC | $606.98万 | 0.03% | 140,018 | 140,018 | — | $606.98万 | 新建仓 |
| EFX | EQUIFAX INC | $609.39万 | 0.03% | 38,394 | -3,992 | -9.4% | -$63.36万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $612.02万 | 0.03% | 64,328 | -7,972 | -11.0% | -$75.85万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $612.37万 | 0.03% | 202,773 | 191,668 | 1,726.0% | $578.84万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $614.01万 | 0.03% | 161,157 | 2,659 | 1.7% | $10.13万 | 加仓 |
| ENTG | ENTEGRIS INC | $614.04万 | 0.03% | 34,140 | 34,140 | — | $614.04万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $617.57万 | 0.03% | 78,223 | 1,294 | 1.7% | $10.22万 | 加仓 |
| DXCM | DEXCOM INC | $618.54万 | 0.03% | 91,840 | 86,382 | 1,582.7% | $581.78万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $621.41万 | 0.03% | 13,779 | -1,508 | -9.9% | -$68.01万 | 减仓 |
| TECK | TECK RESOURCES LTD | $621.69万 | 0.03% | 104,418 | -4,934 | -4.5% | -$29.38万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $629.57万 | 0.03% | 77,711 | -22,000 | -22.1% | -$178.23万 | 减仓 |
| CPAY | CORPAY INC | $630.91万 | 0.03% | 18,931 | -1,485 | -7.3% | -$49.49万 | 减仓 |
| SNA | SNAP ON INC | $631.53万 | 0.03% | 15,694 | -772 | -4.7% | -$31.07万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $632.85万 | 0.03% | 71,219 | 71,219 | — | $632.85万 | 新建仓 |
| FTS | FORTIS INC | $641.54万 | 0.03% | 112,022 | -3,150 | -2.7% | -$18.04万 | 减仓 |
| HPQ | HP INC | $642.48万 | 0.03% | 292,836 | -8,089 | -2.7% | -$17.75万 | 减仓 |
| OMC | OMNICOM GROUP INC | $644.27万 | 0.03% | 88,462 | 43,650 | 97.4% | $317.90万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $644.34万 | 0.03% | 11,892 | -1,504 | -11.2% | -$81.49万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $644.55万 | 0.03% | 35,200 | 35,200 | — | $644.55万 | 新建仓 |
| B | BARRICK MNG CORP | $645.29万 | 0.03% | 175,552 | 175,552 | — | $645.29万 | 新建仓 |
| EXPD | EXPEDITORS INTL WASH INC | $648.69万 | 0.03% | 39,802 | -3,913 | -9.0% | -$63.77万 | 减仓 |
| VLTO | VERALTO CORP | $653.15万 | 0.03% | 73,652 | -6,721 | -8.4% | -$59.60万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $659.06万 | 0.03% | 22,771 | -1,801 | -7.3% | -$52.13万 | 减仓 |
| RDDT | REDDIT INC | $659.36万 | 0.03% | 37,986 | 1,258 | 3.4% | $21.84万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $663.13万 | 0.03% | 76,831 | -5,308 | -6.5% | -$45.81万 | 减仓 |
| AGI | ALAMOS GOLD INC | $664.89万 | 0.03% | 219,376 | 127,099 | 137.7% | $385.22万 | 加仓 |
| NTR | NUTRIEN LTD | $669.46万 | 0.03% | 106,300 | -8,756 | -7.6% | -$55.14万 | 减仓 |
| PDD | PDD HOLDINGS INC | $670.80万 | 0.03% | 87,939 | -52,000 | -37.2% | -$396.66万 | 减仓 |
| INSM | INSMED INC | $676.37万 | 0.03% | 63,437 | -5,052 | -7.4% | -$53.86万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $680.49万 | 0.03% | 83,445 | -6,202 | -6.9% | -$50.58万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $681.95万 | 0.03% | 24,210 | -158 | -0.6% | -$4.45万 | 减仓 |
| MSTR | STRATEGY INC | $682.17万 | 0.03% | 78,474 | -6,336 | -7.5% | -$55.08万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $684.05万 | 0.03% | 381,510 | -5,443 | -1.4% | -$9.76万 | 减仓 |
| PKG | PACKAGING CORP AMER | $687.87万 | 0.03% | 28,868 | -912 | -3.1% | -$21.73万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $693.41万 | 0.03% | 64,336 | 11,961 | 22.8% | $128.92万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $693.44万 | 0.03% | 10,398 | 10,398 | — | $693.44万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $694.06万 | 0.03% | 24,788 | -2,382 | -8.8% | -$66.70万 | 减仓 |
| OKTA | OKTA INC | $698.58万 | 0.03% | 51,197 | -6,453 | -11.2% | -$88.05万 | 减仓 |
| FFIV | F5 INC | $704.18万 | 0.03% | 16,929 | -64,181 | -79.1% | -$2,669.67万 | 减仓 |
| RMD | RESMED INC | $710.40万 | 0.03% | 36,453 | 32,100 | 737.4% | $625.56万 | 加仓 |
| DRI | DARDEN RESTAURANTS INC | $710.53万 | 0.03% | 34,490 | -673 | -1.9% | -$13.86万 | 减仓 |
| CLS | CELESTICA INC | $720.22万 | 0.03% | 19,755 | 18,874 | 2,142.3% | $688.10万 | 加仓 |
| DLTR | DOLLAR TREE INC | $720.66万 | 0.03% | 59,583 | 56,671 | 1,946.1% | $685.44万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $720.85万 | 0.03% | 38,274 | -1,395 | -3.5% | -$26.27万 | 减仓 |
| LEVI | LEVI STRAUSS & CO NEW | $721.86万 | 0.03% | 290,721 | 290,721 | — | $721.86万 | 新建仓 |
| BAP | CREDICORP LTD | $722.05万 | 0.03% | 18,534 | 480 | 2.7% | $18.70万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $723.83万 | 0.03% | 106,556 | -10,227 | -8.8% | -$69.47万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $725.54万 | 0.03% | 65,182 | -3,521 | -5.1% | -$39.19万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $729.90万 | 0.03% | 157,783 | -13,550 | -7.9% | -$62.68万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $735.30万 | 0.03% | 75,898 | -7,488 | -9.0% | -$72.54万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $738.84万 | 0.03% | 9,296 | 9,296 | — | $738.84万 | 新建仓 |
| P | EVERPURE INC | $740.30万 | 0.03% | 93,958 | 1,803 | 2.0% | $14.21万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $743.03万 | 0.03% | 65,356 | -1,535 | -2.3% | -$17.45万 | 减仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $749.37万 | 0.03% | 74,885 | -10,099 | -11.9% | -$101.06万 | 减仓 |
| CAE | CAE INC | $749.67万 | 0.03% | 299,519 | 235,697 | 369.3% | $589.93万 | 加仓 |
| NU | NU HLDGS LTD | $752.68万 | 0.03% | 563,385 | -108,000 | -16.1% | -$144.29万 | 减仓 |
| CPRT | COPART INC | $755.34万 | 0.03% | 267,946 | -27,040 | -9.2% | -$76.23万 | 减仓 |
| CNC | CENTENE CORP DEL | $761.83万 | 0.03% | 118,684 | 110,453 | 1,341.9% | $709.00万 | 加仓 |
| MKL | MARKEL GROUP INC | $765.78万 | 0.03% | 3,921 | -29 | -0.7% | -$5.66万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $767.48万 | 0.03% | 46,995 | 46,995 | — | $767.48万 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $773.94万 | 0.03% | 29,611 | -1,612 | -5.2% | -$42.13万 | 减仓 |
| MDB | MONGODB INC | $774.48万 | 0.03% | 23,057 | 22,020 | 2,123.4% | $739.65万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $780.56万 | 0.03% | 43,478 | -4,443 | -9.3% | -$79.77万 | 减仓 |
| ILMN | ILLUMINA INC | $788.19万 | 0.04% | 44,827 | -3,745 | -7.7% | -$65.85万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $790.74万 | 0.04% | 52,012 | 7,158 | 16.0% | $108.82万 | 加仓 |
| FTI | TECHNIPFMC PLC | $793.55万 | 0.04% | 119,691 | -83,988 | -41.2% | -$556.84万 | 重新持有 |
| FSLR | FIRST SOLAR INC | $794.17万 | 0.04% | 33,657 | -1,979 | -5.6% | -$46.70万 | 减仓 |
| SE | SEA LTD | $796.66万 | 0.04% | 83,133 | -7,708 | -8.5% | -$73.87万 | 减仓 |
| VLO | VALERO ENERGY CORP | $796.84万 | 0.04% | 30,596 | 24,557 | 406.6% | $639.56万 | 加仓 |
| WDAY | WORKDAY INC | $805.40万 | 0.04% | 65,790 | -4,206 | -6.0% | -$51.49万 | 减仓 |
| CRWV | COREWEAVE INC | $810.37万 | 0.04% | 81,411 | 81,411 | — | $810.37万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $816.44万 | 0.04% | 62,049 | -5,267 | -7.8% | -$69.30万 | 减仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $819.39万 | 0.04% | 6,414 | -279 | -4.2% | -$35.64万 | 减仓 |
| ROP | ROPER TECHNOLOGIES INC | $819.92万 | 0.04% | 24,230 | 23,116 | 2,075.0% | $782.22万 | 加仓 |
| FISV | FISERV INC | $820.79万 | 0.04% | 167,338 | -15,118 | -8.3% | -$74.15万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $822.54万 | 0.04% | 43,592 | -5,304 | -10.8% | -$100.08万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $825.63万 | 0.04% | 22,998 | -445 | -1.9% | -$15.98万 | 减仓 |
| HUBB | HUBBELL INC | $835.45万 | 0.04% | 15,968 | -30,552 | -65.7% | -$1,598.48万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $836.20万 | 0.04% | 35,873 | -874 | -2.4% | -$20.37万 | 减仓 |
| MTB | M & T BK CORP | $836.58万 | 0.04% | 35,149 | -150,127 | -81.0% | -$3,573.17万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $844.16万 | 0.04% | 476,119 | 457,497 | 2,456.8% | $811.14万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $844.52万 | 0.04% | 34,801 | -3,697 | -9.6% | -$89.72万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $852.87万 | 0.04% | 133,240 | 26,721 | 25.1% | $171.04万 | 加仓 |
| CNP | CENTERPOINT ENERGY INC | $860.56万 | 0.04% | 195,404 | 195,404 | — | $860.56万 | 新建仓 |
| PPG | PPG INDS INC | $865.96万 | 0.04% | 71,396 | -8,031 | -10.1% | -$97.41万 | 减仓 |