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 |
|---|---|---|---|---|---|---|---|---|
| CTVA | CORTEVA INC | $1,772.30万 | 0.09% | 211,720 | -1,565 | -0.7% | -$13.10万 | 减仓 |
| OKE | ONEOK INC NEW | $1,774.00万 | 0.09% | 196,262 | 38 | 0.0% | $3,435 | 加仓 |
| DASH | DOORDASH INC | $1,777.80万 | 0.09% | 118,402 | -3,765 | -3.1% | -$56.53万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,777.85万 | 0.09% | 82,088 | -146 | -0.2% | -$3.16万 | 减仓 |
| AFL | AFLAC INC | $1,819.43万 | 0.10% | 165,841 | -2,308 | -1.4% | -$25.32万 | 减仓 |
| KKR | KKR & CO INC | $1,824.57万 | 0.10% | 197,252 | -2,223 | -1.1% | -$20.56万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $1,824.87万 | 0.10% | 111,185 | 6,443 | 6.2% | $105.75万 | 加仓 |
| EXC | EXELON CORP | $1,841.56万 | 0.10% | 375,678 | 48,316 | 14.8% | $236.84万 | 加仓 |
| TGT | TARGET CORP | $1,881.45万 | 0.10% | 155,236 | 5,248 | 3.5% | $63.61万 | 加仓 |
| PCAR | PACCAR INC | $1,894.24万 | 0.10% | 164,004 | -5,842 | -3.4% | -$67.47万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,906.68万 | 0.10% | 90,232 | 13,600 | 17.7% | $287.38万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $1,942.38万 | 0.10% | 104,133 | 73 | 0.1% | $1.36万 | 加仓 |
| CTAS | CINTAS CORP | $1,946.62万 | 0.10% | 115,090 | -758 | -0.7% | -$12.82万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,957.20万 | 0.10% | 68,974 | -692 | -1.0% | -$19.64万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1,961.47万 | 0.10% | 108,844 | 1,151 | 1.1% | $20.74万 | 加仓 |
| BN | BROOKFIELD CORP | $1,969.85万 | 0.10% | 487,677 | 8,281 | 1.7% | $33.45万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $1,980.29万 | 0.10% | 94,742 | -807 | -0.8% | -$16.87万 | 减仓 |
| SRE | SEMPRA | $1,986.70万 | 0.10% | 204,457 | -150 | -0.1% | -$1.46万 | 减仓 |
| URI | UNITED RENTALS INC | $2,036.97万 | 0.11% | 27,959 | -5,451 | -16.3% | -$397.14万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $2,037.43万 | 0.11% | 70,991 | -855 | -1.2% | -$24.54万 | 减仓 |
| COR | CENCORA INC | $2,060.84万 | 0.11% | 65,603 | 5,388 | 8.9% | $169.26万 | 加仓 |
| NET | CLOUDFLARE INC | $2,073.83万 | 0.11% | 100,506 | 874 | 0.9% | $18.03万 | 加仓 |
| NKE | NIKE INC | $2,083.36万 | 0.11% | 394,429 | 5,142 | 1.3% | $27.16万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $2,084.13万 | 0.11% | 220,610 | 1,415 | 0.6% | $13.37万 | 加仓 |
| O | REALTY INCOME CORP | $2,134.30万 | 0.11% | 348,858 | 57,263 | 19.6% | $350.33万 | 加仓 |
| ECL | ECOLAB INC | $2,168.74万 | 0.11% | 81,526 | -634 | -0.8% | -$16.87万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2,169.40万 | 0.11% | 647,005 | 23,493 | 3.8% | $78.77万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,174.48万 | 0.11% | 74,278 | 968 | 1.3% | $28.34万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $2,176.00万 | 0.11% | 255,310 | -1,913 | -0.7% | -$16.30万 | 减仓 |
| DB | DEUTSCHE BK AG | $2,200.73万 | 0.12% | 760,516 | 21,504 | 2.9% | $62.23万 | 加仓 |
| ROST | ROSS STORES INC | $2,217.04万 | 0.12% | 102,343 | -1,354 | -1.3% | -$29.33万 | 减仓 |
| AON | AON PLC | $2,233.56万 | 0.12% | 69,198 | 247 | 0.4% | $7.97万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $2,235.41万 | 0.12% | 366,162 | 53,196 | 17.0% | $324.76万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $2,242.98万 | 0.12% | 166,129 | 1,134 | 0.7% | $15.31万 | 加仓 |
| MCO | MOODYS CORP | $2,247.11万 | 0.12% | 51,510 | -205 | -0.4% | -$8.94万 | 减仓 |
| GM | GENERAL MTRS CO | $2,265.81万 | 0.12% | 304,137 | -3,229 | -1.1% | -$24.06万 | 减仓 |
| HUBB | HUBBELL INC | $2,282.91万 | 0.12% | 46,520 | -316 | -0.7% | -$15.51万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $2,326.14万 | 0.12% | 114,965 | 973 | 0.9% | $19.69万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,333.75万 | 0.12% | 58,862 | -314 | -0.5% | -$12.45万 | 减仓 |
| FFIV | F5 INC | $2,346.74万 | 0.12% | 81,110 | 991 | 1.2% | $28.67万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,365.51万 | 0.12% | 240,447 | -658 | -0.3% | -$6.47万 | 减仓 |
| MDLZ | MONDELEZ INTL INC | $2,367.28万 | 0.12% | 410,703 | -4,220 | -1.0% | -$24.32万 | 减仓 |
| SHW | SHERWIN WILLIAMS CO | $2,372.28万 | 0.12% | 74,007 | -1,643 | -2.2% | -$52.67万 | 减仓 |
| CMI | CUMMINS INC | $2,380.94万 | 0.12% | 44,254 | -12,272 | -21.7% | -$660.25万 | 减仓 |
| SLB | SLB LIMITED | $2,406.19万 | 0.13% | 468,223 | -134,524 | -22.3% | -$691.32万 | 减仓 |
| CSX | CSX CORP | $2,407.62万 | 0.13% | 586,512 | -572 | -0.1% | -$2.35万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,414.62万 | 0.13% | 86,898 | 106 | 0.1% | $2.95万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $2,422.81万 | 0.13% | 79,677 | 2,440 | 3.2% | $74.20万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2,448.01万 | 0.13% | 74,847 | 872 | 1.2% | $28.52万 | 加仓 |
| MMM | 3M CO | $2,470.20万 | 0.13% | 170,090 | -1,040 | -0.6% | -$15.10万 | 减仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,557.50万 | 0.13% | 33,101 | -4,987 | -13.1% | -$385.31万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,608.10万 | 0.14% | 125,336 | -4,149 | -3.2% | -$86.34万 | 减仓 |
| USB | US BANCORP | $2,627.58万 | 0.14% | 505,210 | -141,584 | -21.9% | -$736.37万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,630.23万 | 0.14% | 47,908 | 1,413 | 3.0% | $77.58万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,636.17万 | 0.14% | 129,746 | -739 | -0.6% | -$15.01万 | 减仓 |
| BNY | BANK NEW YORK MELLON CORP | $2,651.50万 | 0.14% | 223,511 | -1,803 | -0.8% | -$21.39万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $2,668.80万 | 0.14% | 454,034 | -23,480 | -4.9% | -$138.01万 | 减仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $2,671.77万 | 0.14% | 685,601 | 84,190 | 14.0% | $328.09万 | 加仓 |
| BX | BLACKSTONE INC | $2,720.15万 | 0.14% | 236,557 | 655 | 0.3% | $7.53万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $2,728.07万 | 0.14% | 275,425 | -92,836 | -25.2% | -$919.54万 | 减仓 |
| ENB | ENBRIDGE INC | $2,735.70万 | 0.14% | 506,275 | 4,701 | 0.9% | $25.40万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,737.60万 | 0.14% | 157,833 | -983 | -0.6% | -$17.05万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,738.62万 | 0.14% | 209,136 | -1,626 | -0.8% | -$21.29万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $2,766.10万 | 0.14% | 99,055 | 20 | 0.0% | $5,585 | 加仓 |
| GIS | GENERAL MILLS INC | $2,790.04万 | 0.15% | 749,611 | 5,553 | 0.7% | $20.67万 | 加仓 |
| PSA | PUBLIC STORAGE OPER CO | $2,822.80万 | 0.15% | 104,209 | 922 | 0.9% | $24.98万 | 加仓 |
| WMB | WILLIAMS COS INC | $2,840.06万 | 0.15% | 390,228 | -3,469 | -0.9% | -$25.25万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $2,879.63万 | 0.15% | 114,919 | -2,253 | -1.9% | -$56.46万 | 减仓 |
| EMR | EMERSON ELEC CO | $2,886.98万 | 0.15% | 220,348 | 1,492 | 0.7% | $19.55万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $2,890.34万 | 0.15% | 638,048 | 104,099 | 19.5% | $471.57万 | 加仓 |
| CVS | CVS HEALTH CORP | $2,975.31万 | 0.16% | 414,276 | -51 | -0.0% | -$3,663 | 减仓 |
| APP | APPLOVIN CORP | $2,993.06万 | 0.16% | 75,203 | -14,803 | -16.4% | -$589.16万 | 减仓 |
| EQIX | EQUINIX INC | $3,059.80万 | 0.16% | 31,215 | -217 | -0.7% | -$21.27万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,195.10万 | 0.17% | 65,891 | 2,118 | 3.3% | $102.70万 | 加仓 |
| ADBE | ADOBE INC | $3,255.48万 | 0.17% | 133,927 | -890 | -0.7% | -$21.63万 | 减仓 |
| SBUX | STARBUCKS CORP | $3,273.63万 | 0.17% | 365,403 | -3,022 | -0.8% | -$27.07万 | 减仓 |
| CME | CME GROUP INC | $3,331.41万 | 0.17% | 112,796 | -2,713 | -2.3% | -$80.13万 | 减仓 |
| SHOP | SHOPIFY INC | $3,410.28万 | 0.18% | 288,334 | 2,451 | 0.9% | $28.99万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,451.47万 | 0.18% | 373,902 | -127,737 | -25.5% | -$1,179.13万 | 减仓 |
| NOW | SERVICENOW INC | $3,491.96万 | 0.18% | 334,001 | -31,599 | -8.6% | -$330.37万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,559.63万 | 0.19% | 39,762 | -6,993 | -15.0% | -$626.04万 | 减仓 |
| MCK | MCKESSON CORP | $3,574.26万 | 0.19% | 41,304 | 1,232 | 3.1% | $106.61万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $3,602.29万 | 0.19% | 229,038 | 46,617 | 25.6% | $733.19万 | 加仓 |
| GLW | CORNING INC | $3,677.43万 | 0.19% | 270,460 | 6,219 | 2.4% | $84.56万 | 加仓 |
| WY | WEYERHAEUSER CO | $3,679.56万 | 0.19% | 1,506,173 | -369,520 | -19.7% | -$902.73万 | 减仓 |
| TD | TORONTO DOMINION BK ONT | $3,703.60万 | 0.19% | 397,828 | -2,139 | -0.5% | -$19.91万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,744.04万 | 0.20% | 83,846 | -7,980 | -8.7% | -$356.34万 | 减仓 |
| NEM | NEWMONT CORP | $3,752.12万 | 0.20% | 346,618 | -2,909 | -0.8% | -$31.49万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3,784.08万 | 0.20% | 190,885 | -1,461 | -0.8% | -$28.96万 | 减仓 |
| MTB | M & T BK CORP | $3,830.01万 | 0.20% | 185,276 | -21,847 | -10.5% | -$451.62万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3,879.17万 | 0.20% | 1,351,163 | 135,317 | 11.1% | $388.49万 | 加仓 |
| DHR | DANAHER CORP DEL | $3,909.59万 | 0.20% | 206,203 | -732 | -0.4% | -$13.88万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3,918.43万 | 0.20% | 170,523 | 38,440 | 29.1% | $883.31万 | 加仓 |
| TMUS | T-MOBILE US INC | $3,935.37万 | 0.21% | 187,373 | 23,836 | 14.6% | $500.62万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3,947.60万 | 0.21% | 199,083 | -977 | -0.5% | -$19.37万 | 减仓 |
| PLD | PROLOGIS INC. | $3,963.96万 | 0.21% | 299,893 | 876 | 0.3% | $11.58万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,997.28万 | 0.21% | 659,076 | -104,772 | -13.7% | -$635.44万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $4,130.50万 | 0.22% | 122,223 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $4,244.04万 | 0.22% | 214,661 | -3,273 | -1.5% | -$64.71万 | 减仓 |
| LOW | LOWES COS INC | $4,255.88万 | 0.22% | 180,121 | -16 | -0.0% | -$3,780 | 减仓 |