13F 机构持仓

Lansforsakringar Fondforvaltning AB (publ)

Stockholm V7 · SEC CIK 0002059323

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$223.88亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.3%
AAPL 6.1%
MSFT 4.4%
AMZN 3.9%
GOOGL 3.5%
AVGO 2.9%
GOOG 2.2%
AZN 2.1%
LLY 1.9%
JPM 1.7%

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
APO APOLLO GLOBAL MGMT INC $1,499.70万0.07%126,760 -16,539-11.5% -$195.67万 减仓
TRP TC ENERGY CORP $1,517.66万0.07%229,257 -11,958-5.0% -$79.16万 减仓
NUE NUCOR CORP $1,518.17万0.07%68,156 13,27124.2% $295.61万 加仓
PSA PUBLIC STORAGE $1,534.92万0.07%48,221 -55,988-53.7% -$1,782.15万 减仓
RKLB ROCKET LAB CORP $1,558.07万0.07%153,278 17,54812.9% $178.38万 加仓
AZO AUTOZONE INC $1,565.05万0.07%4,897 83720.6% $267.50万 加仓
— WARNER BROS DISCOVERY INC $1,570.56万0.07%589,108 518,099729.6% $1,381.25万 加仓
ETR ENTERGY CORP NEW $1,598.92万0.07%139,206 -5,687-3.9% -$65.32万 减仓
OKE ONEOK INC NEW $1,615.95万0.07%185,870 -10,392-5.3% -$90.35万 减仓
HEI HEICO CORP NEW $1,619.56万0.07%45,469 45,469— $1,619.56万 新建仓
AME AMETEK INC $1,635.85万0.07%67,614 -5,152-7.1% -$124.65万 减仓
EXC EXELON CORP $1,640.85万0.07%351,962 -23,716-6.3% -$110.56万 减仓
ROK ROCKWELL AUTOMATION INC $1,645.74万0.07%33,242 -2,707-7.5% -$134.02万 减仓
AFL AFLAC INC $1,650.48万0.07%140,766 -25,075-15.1% -$294.00万 减仓
F FORD MTR CO $1,658.55万0.07%1,193,198 -94,151-7.3% -$130.87万 减仓
CI THE CIGNA GROUP $1,658.71万0.07%60,168 58,1562,890.5% $1,603.24万 加仓
TRGP TARGA RES CORP $1,659.30万0.07%61,882 -6,266-9.2% -$168.02万 减仓
FNV FRANCO NEV CORP $1,664.47万0.07%79,798 35,87581.7% $748.30万 加仓
CARR CARRIER GLOBAL CORPORATION $1,673.16万0.07%228,107 -15,082-6.2% -$110.63万 减仓
CTVA CORTEVA INC $1,679.36万0.08%198,295 -13,425-6.3% -$113.70万 减仓
FAST FASTENAL CO $1,684.82万0.08%350,785 -27,435-7.3% -$131.77万 减仓
RACE FERRARI N V $1,707.82万0.08%46,054 -5,823-11.2% -$215.93万 减仓
APD AIR PRODUCTS AND CHEMICALS I $1,711.64万0.08%58,382 7,65515.1% $224.43万 加仓
KKR KKR & CO INC $1,732.81万0.08%188,800 -8,452-4.3% -$77.57万 减仓
MCHP MICROCHIP TECHNOLOGY INC. $1,742.13万0.08%191,023 113,478146.3% $1,034.92万 加仓
CTAS CINTAS CORP $1,757.66万0.08%103,343 -11,747-10.2% -$199.79万 减仓
CP CANADIAN PACIFIC KANSAS CITY $1,780.36万0.08%205,423 -2,917-1.4% -$25.28万 减仓
COHR COHERENT CORP $1,781.94万0.08%45,173 38,292556.5% $1,510.50万 加仓
SRE SEMPRA $1,788.82万0.08%192,948 -11,509-5.6% -$106.70万 减仓
AJG GALLAGHER ARTHUR J & CO $1,789.13万0.08%77,934 -4,154-5.1% -$95.36万 减仓
ABNB AIRBNB INC $1,790.77万0.08%125,141 -8,867-6.6% -$126.89万 减仓
TEL TE CONNECTIVITY PLC $1,795.76万0.08%89,071 -5,671-6.0% -$114.33万 减仓
WPM WHEATON PRECIOUS METALS CORP $1,797.72万0.08%159,867 56,50954.7% $635.45万 加仓
GWW WW GRAINGER INC $1,822.94万0.08%13,400 -1,317-8.9% -$179.16万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $1,850.96万0.08%52,874 -2,685-4.8% -$93.99万 减仓
STM STMICROELECTRONICS N V $1,851.38万0.08%251,094 251,094— $1,851.38万 新建仓
HPE HEWLETT PACKARD ENTERPRISE C $1,854.81万0.08%411,176 -96,340-19.0% -$434.59万 减仓
PCAR PACCAR INC $1,868.74万0.08%155,573 -8,431-5.1% -$101.27万 减仓
DLR DIGITAL RLTY TR INC $1,874.20万0.08%104,366 -4,478-4.1% -$80.42万 减仓
BNS BANK NOVA SCOTIA B C $1,891.50万0.08%217,698 212,5014,088.9% $1,846.34万 加仓
ALAB ASTERA LABS INC $1,945.07万0.09%40,269 -3,768-8.6% -$182.00万 减仓
BN BROOKFIELD CORP $1,957.39万0.09%458,940 -28,737-5.9% -$122.56万 减仓
REGN REGENERON PHARMACEUTICALS $1,960.16万0.09%31,436 -1,665-5.0% -$103.82万 减仓
LITE LUMENTUM HLDGS INC $1,964.27万0.09%22,892 21,0731,158.5% $1,808.19万 加仓
CFG CITIZENS FINL GROUP INC $1,968.31万0.09%280,906 275,9835,606.0% $1,933.81万 加仓
ROST ROSS STORES INC $1,976.18万0.09%92,844 -9,499-9.3% -$202.19万 减仓
MPWR MONOLITHIC PWR SYS INC $1,977.19万0.09%14,303 2,46420.8% $340.61万 加仓
DASH DOORDASH INC $2,010.44万0.09%108,949 -9,453-8.0% -$174.44万 减仓
MNST MONSTER BEVERAGE CORP NEW $2,012.47万0.09%209,371 -19,186-8.4% -$184.42万 减仓
CAH CARDINAL HEALTH INC $2,039.41万0.09%85,848 -4,384-4.9% -$104.15万 减仓
FDX FEDEX CORP $2,041.29万0.09%65,190 -113,919-63.6% -$3,567.15万 减仓
FIX COMFORT SYS USA INC $2,062.81万0.09%10,408 2,44530.7% $484.59万 加仓
SLB SLB LIMITED $2,063.55万0.09%443,870 -24,353-5.2% -$113.22万 减仓
MCO MOODYS CORP $2,069.26万0.09%45,687 -5,823-11.3% -$263.74万 减仓
MSI MOTOROLA SOLUTIONS INC $2,085.21万0.09%50,211 48,7403,313.4% $2,024.12万 加仓
NSC NORFOLK SOUTHN CORP $2,086.90万0.09%66,337 -4,654-6.6% -$146.41万 减仓
TER TERADYNE INC $2,087.14万0.09%43,137 34,519400.5% $1,670.17万 加仓
O REALTY INCOME CORP $2,097.46万0.09%338,519 -10,339-3.0% -$64.06万 减仓
AON AON PLC $2,107.26万0.09%63,531 -5,667-8.2% -$187.97万 减仓
GM GENERAL MTRS CO $2,113.57万0.09%274,205 -29,932-9.8% -$230.72万 减仓
ATO ATMOS ENERGY CORP $2,137.13万0.10%124,057 71,671136.8% $1,234.68万 加仓
NXPI NXP SEMICONDUCTORS N V $2,145.61万0.10%76,348 -3,877-4.8% -$108.96万 减仓
NBIS NEBIUS GROUP N.V. $2,147.47万0.10%77,759 75,5173,368.3% $2,085.55万 加仓
ECL ECOLAB INC $2,151.93万0.10%77,238 -4,288-5.3% -$119.47万 减仓
CIEN CIENA CORP $2,161.36万0.10%44,059 40,5461,154.2% $1,989.02万 加仓
TDG TRANSDIGM GROUP INC $2,171.76万0.10%16,304 3,20524.5% $426.92万 加仓
INTU INTUIT $2,172.04万0.10%83,220 -17,453-17.3% -$455.52万 减仓
CL COLGATE PALMOLIVE CO $2,183.15万0.10%238,127 -17,183-6.7% -$157.53万 减仓
SPG SIMON PPTY GROUP INC NEW $2,203.42万0.10%98,521 -5,612-5.4% -$125.51万 减仓
ORLY OREILLY AUTOMOTIVE INC $2,216.51万0.10%240,690 -133,212-35.6% -$1,226.75万 减仓
ITW ILLINOIS TOOL WKS INC $2,252.04万0.10%83,264 -126,472-60.3% -$3,420.69万 减仓
CRH CRH PLC $2,254.99万0.10%210,747 -265,068-55.7% -$2,836.23万 减仓
MDLZ MONDELEZ INTL INC $2,271.59万0.10%392,737 -17,966-4.4% -$103.92万 减仓
HOOD ROBINHOOD MKTS INC $2,273.45万0.10%226,710 -13,301-5.5% -$133.38万 减仓
DB DEUTSCHE BK AG $2,317.59万0.10%684,256 -76,260-10.0% -$258.29万 减仓
NET CLOUDFLARE INC $2,319.07万0.10%94,548 -5,958-5.9% -$146.14万 减仓
CEG CONSTELLATION ENERGY CORP $2,339.05万0.10%94,176 -4,879-4.9% -$121.18万 减仓
KMI KINDER MORGAN INC DEL $2,342.25万0.10%732,639 85,63413.2% $273.77万 加仓
ACN ACCENTURE PLC IRELAND $2,361.51万0.11%189,771 -9,312-4.7% -$115.88万 减仓
AMT AMERICAN TOWER CORP $2,383.00万0.11%145,687 -261,864-64.3% -$4,283.31万 减仓
PNC PNC FINL SVCS GROUP INC $2,446.66万0.11%99,369 -25,967-20.7% -$639.36万 减仓
HLT HILTON WORLDWIDE HLDGS INC $2,457.00万0.11%74,351 -5,326-6.7% -$176.00万 减仓
CM CANADIAN IMPERIAL BANK OF CO $2,459.22万0.11%213,631 -6,979-3.2% -$80.34万 减仓
SHW SHERWIN WILLIAMS CO $2,477.31万0.11%71,948 -2,059-2.8% -$70.90万 减仓
BE BLOOM ENERGY CORP $2,484.05万0.11%82,063 82,063— $2,484.05万 新建仓
MRSH MARSH & MCLENNAN COS INC $2,485.80万0.11%149,145 -8,688-5.5% -$144.80万 减仓
DDOG DATADOG INC $2,494.77万0.11%95,820 -2,044-2.1% -$53.22万 减仓
SNPS SYNOPSYS INC $2,543.54万0.11%57,021 -1,841-3.1% -$82.12万 减仓
UPS UNITED PARCEL SVCS INC $2,545.57万0.11%236,797 -3,650-1.5% -$39.24万 减仓
MDT MEDTRONIC PLC $2,548.37万0.11%325,753 210,131181.7% $1,643.85万 加仓
MAR MARRIOTT INTL INC NEW $2,548.96万0.11%68,781 -6,066-8.1% -$224.80万 减仓
SYK STRYKER CORPORATION $2,550.90万0.11%81,022 49,999161.2% $1,574.17万 加仓
SNOW SNOWFLAKE INC $2,562.23万0.11%100,677 2030.2% $5.17万 加仓
AEM AGNICO EAGLE MINES LTD $2,562.84万0.11%165,004 50,03943.5% $777.20万 加仓
FCX FREEPORT MCMORAN INC $2,575.85万0.12%409,580 -44,454-9.8% -$279.57万 减仓
ADBE ADOBE INC $2,590.61万0.12%126,359 -7,568-5.7% -$155.16万 减仓
RCL ROYAL CARIBBEAN GROUP $2,593.52万0.12%81,678 -105,940-56.5% -$3,363.91万 减仓
ENB ENBRIDGE INC $2,621.28万0.12%483,545 -22,730-4.5% -$123.22万 减仓
BX BLACKSTONE INC $2,659.74万0.12%226,034 -10,523-4.4% -$123.82万 减仓
MMM 3M CO $2,665.28万0.12%164,615 -5,475-3.2% -$88.65万 减仓