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 |
|---|---|---|---|---|---|---|---|---|
| IBKR | INTERACTIVE BROKERS GROUP IN | $967.86万 | 0.05% | 144,307 | -1,595 | -1.1% | -$10.70万 | 减仓 |
| AER | AERCAP HOLDINGS NV | $969.20万 | 0.05% | 70,652 | 1,614 | 2.3% | $22.14万 | 加仓 |
| XYL | XYLEM INC | $969.94万 | 0.05% | 81,167 | -58,421 | -41.9% | -$698.13万 | 减仓 |
| CPRT | COPART INC | $979.35万 | 0.05% | 294,986 | -4,221 | -1.4% | -$14.01万 | 减仓 |
| IR | INGERSOLL RAND INC | $980.37万 | 0.05% | 122,363 | -9,519 | -7.2% | -$76.27万 | 减仓 |
| PAYX | PAYCHEX INC | $999.51万 | 0.05% | 108,501 | -600 | -0.5% | -$5.53万 | 减仓 |
| MDT | MEDTRONIC PLC | $1,001.86万 | 0.05% | 115,622 | -4,351 | -3.6% | -$37.70万 | 减仓 |
| HSY | HERSHEY CO | $1,002.34万 | 0.05% | 48,215 | -102 | -0.2% | -$2.12万 | 减仓 |
| NRG | NRG ENERGY INC | $1,002.47万 | 0.05% | 68,597 | 7,774 | 12.8% | $113.61万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $1,017.27万 | 0.05% | 131,976 | -813 | -0.6% | -$6.27万 | 减仓 |
| FISV | FISERV INC | $1,018.10万 | 0.05% | 182,456 | 3,906 | 2.2% | $21.80万 | 加仓 |
| SYK | STRYKER CORPORATION | $1,019.38万 | 0.05% | 31,023 | -992 | -3.1% | -$32.60万 | 减仓 |
| ES | EVERSOURCE ENERGY | $1,019.98万 | 0.05% | 147,226 | 31,663 | 27.4% | $219.36万 | 加仓 |
| IRM | IRON MTN INC DEL | $1,024.02万 | 0.05% | 100,257 | 503 | 0.5% | $5.14万 | 加仓 |
| VICI | VICI PPTYS INC | $1,027.27万 | 0.05% | 376,015 | 20,377 | 5.7% | $55.67万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $1,030.42万 | 0.05% | 24,263 | 1,264 | 5.5% | $53.68万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1,041.20万 | 0.05% | 91,350 | -1,034 | -1.1% | -$11.79万 | 减仓 |
| XYZ | BLOCK INC | $1,045.22万 | 0.05% | 173,684 | -1,448 | -0.8% | -$8.71万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,046.35万 | 0.05% | 108,464 | 216 | 0.2% | $2.08万 | 加仓 |
| RBLX | ROBLOX CORP | $1,055.70万 | 0.06% | 186,652 | 207 | 0.1% | $1.17万 | 加仓 |
| MSTR | STRATEGY INC | $1,058.42万 | 0.06% | 84,810 | 105 | 0.1% | $1.31万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $1,068.81万 | 0.06% | 405,931 | -6,579 | -1.6% | -$17.32万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1,082.06万 | 0.06% | 38,498 | 2,826 | 7.9% | $79.43万 | 加仓 |
| FNV | FRANCO NEV CORP | $1,084.10万 | 0.06% | 43,923 | 504 | 1.2% | $12.44万 | 加仓 |
| KVUE | KENVUE INC | $1,086.82万 | 0.06% | 630,410 | 42,803 | 7.3% | $73.79万 | 加仓 |
| CCJ | CAMECO CORP | $1,096.16万 | 0.06% | 101,121 | 1,186 | 1.2% | $12.86万 | 加仓 |
| FIX | COMFORT SYS USA INC | $1,098.08万 | 0.06% | 7,963 | 7,963 | — | $1,098.08万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,103.98万 | 0.06% | 176,248 | 176,248 | — | $1,103.98万 | 新建仓 |
| SYY | SYSCO CORP | $1,104.92万 | 0.06% | 154,903 | -37 | -0.0% | -$2,639 | 减仓 |
| INSM | INSMED INC | $1,119.93万 | 0.06% | 68,489 | 68,489 | — | $1,119.93万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $1,122.28万 | 0.06% | 41,491 | 11,416 | 38.0% | $308.79万 | 加仓 |
| CCI | CROWN CASTLE INC | $1,129.97万 | 0.06% | 138,971 | -928 | -0.7% | -$7.55万 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC | $1,137.15万 | 0.06% | 19,317 | -192 | -1.0% | -$11.30万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $1,140.20万 | 0.06% | 65,300 | 2,510 | 4.0% | $43.83万 | 加仓 |
| VMC | VULCAN MATLS CO | $1,141.94万 | 0.06% | 41,937 | -497 | -1.2% | -$13.53万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $1,144.02万 | 0.06% | 24,107 | 6,671 | 38.3% | $316.58万 | 加仓 |
| EIX | EDISON INTL | $1,149.02万 | 0.06% | 157,014 | 34,850 | 28.5% | $255.03万 | 加仓 |
| STT | STATE STR CORP | $1,149.73万 | 0.06% | 90,845 | -523 | -0.6% | -$6.62万 | 减仓 |
| DDOG | DATADOG INC | $1,155.28万 | 0.06% | 97,864 | -1,296 | -1.3% | -$15.30万 | 减仓 |
| GRMN | GARMIN LTD | $1,182.83万 | 0.06% | 50,982 | 563 | 1.1% | $13.06万 | 加仓 |
| PCG | PG&E CORP | $1,201.25万 | 0.06% | 683,698 | -1,040 | -0.2% | -$1.83万 | 减仓 |
| VTR | VENTAS INC | $1,202.35万 | 0.06% | 147,023 | -3,312 | -2.2% | -$27.09万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $1,203.77万 | 0.06% | 89,017 | -633 | -0.7% | -$8.56万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $1,207.15万 | 0.06% | 120,607 | 71,869 | 147.5% | $719.33万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $1,208.39万 | 0.06% | 507,516 | -199,006 | -28.2% | -$473.83万 | 减仓 |
| HAL | HALLIBURTON CO | $1,211.14万 | 0.06% | 310,629 | 39,453 | 14.5% | $153.83万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $1,212.53万 | 0.06% | 62,054 | 4,010 | 6.9% | $78.35万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $1,221.65万 | 0.06% | 61,856 | 2,916 | 4.9% | $57.59万 | 加仓 |
| NDAQ | NASDAQ INC | $1,233.99万 | 0.06% | 145,364 | 651 | 0.4% | $5.53万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,246.77万 | 0.07% | 121,521 | 857 | 0.7% | $8.79万 | 加仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,259.53万 | 0.07% | 155,595 | -1,219 | -0.8% | -$9.87万 | 减仓 |
| ACGL | ARCH CAP GROUP LTD | $1,269.82万 | 0.07% | 132,287 | -3,651 | -2.7% | -$35.05万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $1,290.13万 | 0.07% | 35,949 | -22,664 | -38.7% | -$813.36万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,294.41万 | 0.07% | 11,839 | 140 | 1.2% | $15.31万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1,305.54万 | 0.07% | 80,371 | -754 | -0.9% | -$12.25万 | 减仓 |
| MET | METLIFE INC | $1,307.17万 | 0.07% | 184,838 | -59 | -0.0% | -$4,172 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $1,315.53万 | 0.07% | 290,856 | -671 | -0.2% | -$3.03万 | 减仓 |
| CBRE | CBRE GROUP INC | $1,316.23万 | 0.07% | 97,168 | -256 | -0.3% | -$3.47万 | 减仓 |
| VEEV | VEEVA SYS INC | $1,333.53万 | 0.07% | 75,916 | 27,678 | 57.4% | $486.19万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1,335.05万 | 0.07% | 177,416 | -1,000 | -0.6% | -$7.52万 | 减仓 |
| MFC | MANULIFE FINL CORP | $1,342.88万 | 0.07% | 391,082 | 5,264 | 1.4% | $18.08万 | 加仓 |
| OC | OWENS CORNING NEW | $1,344.01万 | 0.07% | 124,193 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC | $1,351.81万 | 0.07% | 30,419 | -40 | -0.1% | -$1.78万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,352.38万 | 0.07% | 103,358 | 752 | 0.7% | $9.84万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,361.64万 | 0.07% | 425,383 | -10,556 | -2.4% | -$33.79万 | 减仓 |
| WAB | WABTEC | $1,364.93万 | 0.07% | 54,617 | -3,309 | -5.7% | -$82.69万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,369.39万 | 0.07% | 243,189 | -1,887 | -0.8% | -$10.63万 | 减仓 |
| AZO | AUTOZONE INC | $1,371.37万 | 0.07% | 4,060 | 22 | 0.5% | $7.43万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,386.01万 | 0.07% | 41,890 | -450 | -1.1% | -$14.89万 | 减仓 |
| YUM | YUM BRANDS INC | $1,395.86万 | 0.07% | 89,778 | -2,299 | -2.5% | -$35.74万 | 减仓 |
| FER | FERROVIAL SE | $1,400.02万 | 0.07% | 219,252 | 5,237 | 2.4% | $33.44万 | 加仓 |
| EBAY | EBAY INC. | $1,417.50万 | 0.07% | 155,736 | -871 | -0.6% | -$7.93万 | 减仓 |
| ATR | APTARGROUP INC | $1,424.76万 | 0.07% | 113,059 | 0 | 0.0% | — | 不变 |
| PDD | PDD HOLDINGS INC | $1,429.89万 | 0.07% | 139,939 | 2,609 | 1.9% | $26.66万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,456.80万 | 0.08% | 25,927 | -449 | -1.7% | -$25.23万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,459.56万 | 0.08% | 92,830 | 104 | 0.1% | $1.64万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,473.56万 | 0.08% | 50,727 | 559 | 1.1% | $16.24万 | 加仓 |
| F | FORD MTR CO | $1,485.59万 | 0.08% | 1,287,349 | -188 | -0.0% | -$2,170 | 减仓 |
| TRP | TC ENERGY CORP | $1,505.65万 | 0.08% | 241,215 | 3,418 | 1.4% | $21.33万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1,508.04万 | 0.08% | 188,318 | -1,078 | -0.6% | -$8.63万 | 减仓 |
| SNOW | SNOWFLAKE INC | $1,515.34万 | 0.08% | 100,474 | -164 | -0.2% | -$2.47万 | 减仓 |
| TDG | TRANSDIGM GROUP INC | $1,518.11万 | 0.08% | 13,099 | 93 | 0.7% | $10.78万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,549.21万 | 0.08% | 70,734 | 4 | 0.0% | $876 | 加仓 |
| AME | AMETEK INC | $1,559.80万 | 0.08% | 72,766 | -482 | -0.7% | -$10.33万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $1,568.81万 | 0.08% | 55,559 | -2,451 | -4.2% | -$69.21万 | 减仓 |
| — | ELECTRONIC ARTS INC | $1,573.07万 | 0.08% | 77,161 | 266 | 0.3% | $5.42万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,579.30万 | 0.08% | 80,225 | 452 | 0.6% | $8.90万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,596.63万 | 0.08% | 143,299 | -102 | -0.1% | -$1.14万 | 减仓 |
| GWW | WW GRAINGER INC | $1,605.34万 | 0.08% | 14,717 | 15 | 0.1% | $1.64万 | 加仓 |
| ETR | ENTERGY CORP NEW | $1,628.01万 | 0.09% | 144,893 | 4,861 | 3.5% | $54.62万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,634.26万 | 0.09% | 208,340 | 2,255 | 1.1% | $17.69万 | 加仓 |
| ADSK | AUTODESK INC | $1,653.05万 | 0.09% | 69,050 | -235 | -0.3% | -$5.63万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1,656.12万 | 0.09% | 228,557 | -598 | -0.3% | -$4.33万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $1,663.27万 | 0.09% | 240,011 | -681 | -0.3% | -$4.72万 | 减仓 |
| ABNB | AIRBNB INC | $1,692.24万 | 0.09% | 134,008 | -1,579 | -1.2% | -$19.94万 | 减仓 |
| TRGP | TARGA RES CORP | $1,708.67万 | 0.09% | 68,148 | -684 | -1.0% | -$17.15万 | 减仓 |
| RACE | FERRARI N V | $1,727.42万 | 0.09% | 51,877 | 1,200 | 2.4% | $39.96万 | 加仓 |
| FTNT | FORTINET INC | $1,752.32万 | 0.09% | 214,431 | -2,156 | -1.0% | -$17.62万 | 减仓 |
| FAST | FASTENAL CO | $1,754.93万 | 0.09% | 378,220 | 1,440 | 0.4% | $6.68万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $1,762.40万 | 0.09% | 155,717 | 31,660 | 25.5% | $358.33万 | 加仓 |