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
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 22,50119.9% $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 50,06812.8% $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 12,86019.5% $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%1,497,879 146,71610.9% $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 57,77216.7% $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%355,801 200,084128.5% $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%649,887 587,869947.9% $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 1,9400.9% $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%350,723 130,37559.2% $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%964,252 598,090163.3% $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%2,841,752 528,51422.8% $1,094.02万 加仓
VEEV VEEVA SYS INC $5,892.94万0.26%332,053 256,137337.4% $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%212,629 204,9492,668.6% $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 9,68034.0% $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 16,62213.6% $793.82万 加仓
ICE INTERCONTINENTAL EXCHANGE IN $6,657.12万0.30%540,746 311,708136.1% $3,837.44万 加仓
BSX BOSTON SCIENTIFIC CORP $6,748.17万0.30%1,581,108 687,35976.9% $2,933.65万 加仓
WDC WESTERN DIGITAL CORP $6,939.63万0.31%108,649 67,158161.9% $4,289.52万 加仓
TMUS T-MOBILE US INC $7,079.61万0.32%422,084 234,711125.3% $3,936.81万 加仓
URI UNITED RENTALS INC $7,153.18万0.32%63,141 35,182125.8% $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 66,2014,219.3% $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 97,21484.5% $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 83,99655.9% $3,579.24万 加仓
COST COSTCO WHOLESALE CORPORATION $1.01亿0.45%107,942 40,84560.9% $3,820.93万 加仓
WM WASTE MGMT INC DEL $1.02亿0.46%459,215 288,692169.3% $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 87,59916.7% $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 25,6803.2% $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