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 |
|---|---|---|---|---|---|---|---|---|
| CSX | CSX CORP | $2,698.79万 | 0.12% | 567,808 | -18,704 | -3.2% | -$88.90万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,716.00万 | 0.12% | 70,230 | -4,048 | -5.4% | -$156.55万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $2,740.44万 | 0.12% | 36,165 | 36,165 | — | $2,740.44万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $2,797.22万 | 0.12% | 191,446 | -17,690 | -8.5% | -$258.47万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,817.34万 | 0.13% | 125,802 | -3,944 | -3.0% | -$88.33万 | 减仓 |
| BMO | BANK MONTREAL MEDIUM | $2,819.04万 | 0.13% | 159,553 | -6,576 | -4.0% | -$116.19万 | 减仓 |
| USB | US BANCORP | $2,913.15万 | 0.13% | 482,309 | -22,901 | -4.5% | -$138.32万 | 减仓 |
| MCK | MCKESSON CORP | $2,962.78万 | 0.13% | 39,211 | -2,093 | -5.1% | -$158.15万 | 减仓 |
| CME | CME GROUP INC | $2,987.76万 | 0.13% | 135,297 | 22,501 | 19.9% | $496.89万 | 加仓 |
| CMI | CUMMINS INC | $3,020.94万 | 0.13% | 42,357 | -1,897 | -4.3% | -$135.30万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $3,088.51万 | 0.14% | 213,575 | -9,936 | -4.4% | -$143.68万 | 减仓 |
| EQIX | EQUINIX INC | $3,125.40万 | 0.14% | 29,983 | -1,232 | -3.9% | -$128.42万 | 减仓 |
| NOW | SERVICENOW INC | $3,205.91万 | 0.14% | 322,916 | -11,085 | -3.3% | -$110.05万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $3,221.67万 | 0.14% | 85,838 | -1,060 | -1.2% | -$39.78万 | 减仓 |
| SHOP | SHOPIFY INC | $3,228.86万 | 0.14% | 282,321 | -6,013 | -2.1% | -$68.77万 | 减仓 |
| WMB | WILLIAMS COS INC | $3,273.16万 | 0.15% | 440,296 | 50,068 | 12.8% | $372.21万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $3,379.52万 | 0.15% | 68,807 | -60,561 | -46.8% | -$2,974.51万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $3,515.16万 | 0.16% | 123,352 | 123,352 | — | $3,515.16万 | 新建仓 |
| SBUX | STARBUCKS CORP | $3,581.51万 | 0.16% | 350,476 | -14,927 | -4.1% | -$152.54万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,615.69万 | 0.16% | 78,751 | 12,860 | 19.5% | $590.44万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $3,636.21万 | 0.16% | 631,068 | -28,008 | -4.2% | -$161.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $3,677.29万 | 0.16% | 1,497,879 | 146,716 | 10.9% | $360.19万 | 加仓 |
| CB | CHUBB LIMITED | $3,680.81万 | 0.16% | 108,024 | -100,987 | -48.3% | -$3,441.03万 | 减仓 |
| APP | APPLOVIN CORP | $3,688.89万 | 0.16% | 71,597 | -3,606 | -4.8% | -$185.79万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $3,692.63万 | 0.16% | 110,287 | -4,632 | -4.0% | -$155.09万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $3,705.57万 | 0.17% | 184,706 | -130,029 | -41.3% | -$2,608.64万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $3,739.16万 | 0.17% | 38,228 | -1,534 | -3.9% | -$150.04万 | 减仓 |
| DHR | DANAHER CORP DEL | $3,740.80万 | 0.17% | 196,388 | -9,815 | -4.8% | -$186.96万 | 减仓 |
| NEM | NEWMONT CORP | $3,777.00万 | 0.17% | 404,390 | 57,772 | 16.7% | $539.59万 | 加仓 |
| LOW | LOWES COS INC | $3,810.99万 | 0.17% | 172,842 | -7,279 | -4.0% | -$160.49万 | 减仓 |
| CRM | SALESFORCE INC | $3,843.10万 | 0.17% | 245,315 | -63,638 | -20.6% | -$996.95万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $3,888.06万 | 0.17% | 538,811 | -88,713 | -14.1% | -$640.15万 | 减仓 |
| PLD | PROLOGIS INC. | $3,934.79万 | 0.18% | 290,455 | -9,438 | -3.1% | -$127.86万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $3,936.23万 | 0.18% | 355,801 | 200,084 | 128.5% | $2,213.53万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $3,955.31万 | 0.18% | 79,627 | -4,219 | -5.0% | -$209.57万 | 减仓 |
| PGR | PROGRESSIVE CORP | $4,012.49万 | 0.18% | 183,680 | -7,205 | -3.8% | -$157.39万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $4,054.33万 | 0.18% | 150,797 | 150,797 | — | $4,054.33万 | 新建仓 |
| CVS | CVS HEALTH CORP | $4,073.56万 | 0.18% | 393,771 | -20,505 | -4.9% | -$212.12万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,097.36万 | 0.18% | 94,965 | -16,220 | -14.6% | -$699.83万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $4,219.83万 | 0.19% | 236,750 | -17,850 | -7.0% | -$318.16万 | 减仓 |
| BLK | BLACKROCK INC | $4,279.33万 | 0.19% | 44,504 | -2,173 | -4.7% | -$208.95万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,332.84万 | 0.19% | 108,953 | -49,724 | -31.3% | -$1,977.42万 | 减仓 |
| ALC | ALCON AG | $4,398.91万 | 0.20% | 649,887 | 587,869 | 947.9% | $3,979.13万 | 加仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $4,422.25万 | 0.20% | 2,736,520 | 2,736,520 | — | $4,422.25万 | 新建仓 |
| TD | TORONTO DOMINION BK ONT | $4,603.54万 | 0.21% | 378,756 | -19,072 | -4.8% | -$231.81万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4,676.62万 | 0.21% | 506,841 | -45,929 | -8.3% | -$423.79万 | 减仓 |
| DE | DEERE & CO | $4,757.03万 | 0.21% | 74,993 | -7,431 | -9.0% | -$471.37万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $4,817.46万 | 0.22% | 381,309 | -307,824 | -44.7% | -$3,889.05万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4,846.68万 | 0.22% | 534,128 | -26,064 | -4.7% | -$236.50万 | 减仓 |
| UNP | UNION PAC CORP | $4,867.06万 | 0.22% | 178,936 | -9,127 | -4.9% | -$248.25万 | 减仓 |
| WELL | WELLTOWER INC | $4,916.19万 | 0.22% | 216,601 | 1,940 | 0.9% | $44.03万 | 加仓 |
| PFE | PFIZER INC | $4,918.24万 | 0.22% | 2,042,458 | -1,116,367 | -35.3% | -$2,688.21万 | 减仓 |
| EMR | EMERSON ELEC CO | $5,020.60万 | 0.22% | 350,723 | 130,375 | 59.2% | $1,866.32万 | 加仓 |
| TJX | TJX COS INC NEW | $5,042.19万 | 0.23% | 332,818 | -20,794 | -5.9% | -$315.03万 | 减仓 |
| UL | UNILEVER PLC | $5,132.93万 | 0.23% | 854,189 | 854,189 | — | $5,132.93万 | 新建仓 |
| BKR | BAKER HUGHES COMPANY | $5,351.60万 | 0.24% | 964,252 | 598,090 | 163.3% | $3,319.40万 | 加仓 |
| DIS | DISNEY WALT CO | $5,475.32万 | 0.24% | 568,864 | -412,957 | -42.1% | -$3,974.71万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $5,509.69万 | 0.25% | 162,888 | -168,268 | -50.8% | -$5,691.67万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $5,690.82万 | 0.25% | 648,379 | -19,558 | -2.9% | -$171.66万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $5,783.46万 | 0.26% | 75,785 | -93,465 | -55.2% | -$7,132.69万 | 减仓 |
| TTE | TOTALENERGIES SE | $5,797.24万 | 0.26% | 745,350 | 745,350 | — | $5,797.24万 | 新建仓 |
| T | AT&T INC | $5,882.43万 | 0.26% | 2,841,752 | 528,514 | 22.8% | $1,094.02万 | 加仓 |
| VEEV | VEEVA SYS INC | $5,892.94万 | 0.26% | 332,053 | 256,137 | 337.4% | $4,545.66万 | 加仓 |
| AMGN | AMGEN INC | $5,974.00万 | 0.27% | 164,973 | -7,745 | -4.5% | -$280.46万 | 减仓 |
| ADI | ANALOG DEVICES INC | $6,005.81万 | 0.27% | 151,215 | -7,670 | -4.8% | -$304.63万 | 减仓 |
| QCOM | QUALCOMM INC | $6,016.52万 | 0.27% | 325,587 | -21,304 | -6.1% | -$393.68万 | 减仓 |
| MCD | MCDONALDS CORP | $6,085.14万 | 0.27% | 225,117 | -13,438 | -5.6% | -$363.24万 | 减仓 |
| TXN | TEXAS INSTRS INC | $6,337.83万 | 0.28% | 212,629 | 204,949 | 2,668.6% | $6,108.91万 | 加仓 |
| GLW | CORNING INC | $6,400.11万 | 0.29% | 250,562 | -19,898 | -7.4% | -$508.25万 | 减仓 |
| UBS | UBS GROUP AG | $6,432.24万 | 0.29% | 1,295,198 | -114,896 | -8.1% | -$570.60万 | 减仓 |
| MELI | MERCADOLIBRE INC | $6,474.02万 | 0.29% | 38,141 | 9,680 | 34.0% | $1,643.07万 | 加仓 |
| RY | ROYAL BK CDA | $6,579.61万 | 0.29% | 317,857 | -10,598 | -3.2% | -$219.38万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,600.21万 | 0.29% | 68,396 | -80,163 | -54.0% | -$7,735.73万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $6,613.74万 | 0.30% | 131,916 | -6,379 | -4.6% | -$319.82万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $6,630.82万 | 0.30% | 138,845 | 16,622 | 13.6% | $793.82万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $6,657.12万 | 0.30% | 540,746 | 311,708 | 136.1% | $3,837.44万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $6,748.17万 | 0.30% | 1,581,108 | 687,359 | 76.9% | $2,933.65万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,939.63万 | 0.31% | 108,649 | 67,158 | 161.9% | $4,289.52万 | 加仓 |
| TMUS | T-MOBILE US INC | $7,079.61万 | 0.32% | 422,084 | 234,711 | 125.3% | $3,936.81万 | 加仓 |
| URI | UNITED RENTALS INC | $7,153.18万 | 0.32% | 63,141 | 35,182 | 125.8% | $3,985.73万 | 加仓 |
| C | CITIGROUP INC | $7,280.86万 | 0.33% | 520,210 | -511,764 | -49.6% | -$7,162.65万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $7,323.18万 | 0.33% | 1,729,612 | -720,517 | -29.4% | -$3,050.67万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $7,671.62万 | 0.34% | 657,549 | -76,338 | -10.4% | -$890.64万 | 减仓 |
| ORCL | ORACLE CORP | $7,745.72万 | 0.35% | 528,538 | -16,591 | -3.0% | -$243.14万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $7,822.00万 | 0.35% | 262,580 | -12,845 | -4.7% | -$382.64万 | 减仓 |
| GEV | GE VERNOVA INC | $7,962.03万 | 0.36% | 67,770 | 66,201 | 4,219.3% | $7,777.69万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $8,023.88万 | 0.36% | 285,334 | -13,917 | -4.7% | -$391.36万 | 减仓 |
| WFC | WELLS FARGO & CO | $8,423.26万 | 0.38% | 1,019,272 | -9,487 | -0.9% | -$78.40万 | 减仓 |
| SPGI | S&P GLOBAL INC | $8,642.30万 | 0.39% | 212,206 | 97,214 | 84.5% | $3,959.14万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $9,124.98万 | 0.41% | 90,224 | -7,772 | -7.9% | -$786.04万 | 减仓 |
| KO | COCA COLA CO | $9,470.94万 | 0.42% | 1,165,367 | -133,757 | -10.3% | -$1,087.04万 | 减仓 |
| ETN | EATON CORP PLC | $9,979.26万 | 0.45% | 234,189 | 83,996 | 55.9% | $3,579.24万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1.01亿 | 0.45% | 107,942 | 40,845 | 60.9% | $3,820.93万 | 加仓 |
| WM | WASTE MGMT INC DEL | $1.02亿 | 0.46% | 459,215 | 288,692 | 169.3% | $6,434.37万 | 加仓 |
| NFLX | NETFLIX INC. | $1.03亿 | 0.46% | 1,439,096 | -403,937 | -21.9% | -$2,884.11万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.04亿 | 0.46% | 611,540 | 87,599 | 16.7% | $1,488.13万 | 加仓 |
| PG | PROCTER & GAMBLE CO | $1.04亿 | 0.46% | 709,922 | -43,095 | -5.7% | -$631.95万 | 减仓 |
| MRK | MERCK & CO INC | $1.07亿 | 0.48% | 830,507 | 25,680 | 3.2% | $329.99万 | 加仓 |
| HD | HOME DEPOT INC | $1.07亿 | 0.48% | 302,750 | -15,967 | -5.0% | -$563.12万 | 减仓 |
| KLAC | KLA CORP | $1.21亿 | 0.54% | 400,143 | -21,587 | -5.1% | -$651.30万 | 减仓 |