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 |
|---|---|---|---|---|---|---|---|---|
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -291,418 | -100.0% | -$754.19万 | 清仓 |
| GL | GLOBE LIFE INC | $0 | 0.00% | 0 | -50,684 | -100.0% | -$705.37万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -19,858 | -100.0% | -$493.19万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -16,258 | -100.0% | -$396.86万 | 清仓 |
| JKHY | HENRY JACK & ASSOC INC | $0 | 0.00% | 0 | -22,768 | -100.0% | -$359.82万 | 清仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $0 | 0.00% | 0 | -218,743 | -100.0% | -$359.39万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -41,885 | -100.0% | -$355.27万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -190,395 | -100.0% | -$349.18万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | -40,346 | -100.0% | -$333.54万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -132,360 | -100.0% | -$300.32万 | 清仓 |
| EQH | EQUITABLE HLDGS INC | $0 | 0.00% | 0 | -76,363 | -100.0% | -$283.38万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -144,078 | -100.0% | -$272.02万 | 清仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -11,564 | -100.0% | -$241.78万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -49,328 | -100.0% | -$204.12万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -74,889 | -100.0% | -$186.32万 | 清仓 |
| MFIC | MIDCAP FINANCIAL INVSTMNT CO | $0 | 0.00% | 0 | -145,576 | -100.0% | -$163.63万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION | $0 | 0.00% | 0 | -143,345 | -100.0% | -$158.54万 | 清仓 |
| GFI | GOLD FIELDS LTD | $0 | 0.00% | 0 | -34,860 | -100.0% | -$158.26万 | 清仓 |
| HTGC | HERCULES CAPITAL INC | $0 | 0.00% | 0 | -106,912 | -100.0% | -$157.91万 | 清仓 |
| GBDC | GOLUB CAP BDC INC | $0 | 0.00% | 0 | -124,292 | -100.0% | -$157.35万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -337,626 | -100.0% | -$155.31万 | 清仓 |
| TSLX | SIXTH STREET SPECIALTY LENDI | $0 | 0.00% | 0 | -84,040 | -100.0% | -$154.46万 | 清仓 |
| BXSL | BLACKSTONE SECD LENDING FD | $0 | 0.00% | 0 | -64,912 | -100.0% | -$153.78万 | 清仓 |
| BBDC | BARINGS BDC INC | $0 | 0.00% | 0 | -185,152 | -100.0% | -$152.38万 | 清仓 |
| ARCC | ARES CAPITAL CORP | $0 | 0.00% | 0 | -83,100 | -100.0% | -$149.75万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD | $0 | 0.00% | 0 | -11,881 | -100.0% | -$149.06万 | 清仓 |
| BCSF | BAIN CAP SPECIALTY FIN INC | $0 | 0.00% | 0 | -119,266 | -100.0% | -$147.89万 | 清仓 |
| CGBD | CARLYLE SECURED LENDING INC | $0 | 0.00% | 0 | -134,949 | -100.0% | -$147.63万 | 清仓 |
| PONY | PONY AI INC | $0 | 0.00% | 0 | -71,501 | -100.0% | -$67.50万 | 清仓 |
| MNDY | MONDAY COM LTD | $0 | 0.00% | 0 | -8,402 | -100.0% | -$58.07万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -6,062 | -100.0% | -$45.82万 | 清仓 |
| INTR | INTER & CO INC | $0 | 0.00% | 0 | -57,082 | -100.0% | -$45.44万 | 清仓 |
| BEKE | KE HLDGS INC | $0 | 0.00% | 0 | -18,723 | -100.0% | -$28.03万 | 清仓 |