SEB Asset Management AB
STOCKHOLM V7 · SEC CIK 0002127509
$265.60亿2026Q2 申报市值
700持仓数
34.1%前十大占比 · 第一大 6.9%
61 / 41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
AMD 加仓+$1.65亿
MU 加仓+$1.17亿
CSCO 加仓+$8,773.62万
INTC 加仓+$7,630.16万
MRVL 加仓+$6,725.84万
2026Q2 卖出最多 按季末市值估算
NVDA 减仓-$1.06亿
C 减仓-$8,547.11万
TD 减仓-$8,051.04万
MA 减仓-$7,311.14万
CB 减仓-$6,742.56万
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 |
|---|---|---|---|---|---|---|---|---|
| UDR | UDR INC | $53.56万 | 0.00% | 13,416 | -70,722 | -84.1% | -$282.32万 | 减仓 |
| DOCS | DOXIMITY INC | $54.13万 | 0.00% | 26,098 | 11,128 | 74.3% | $23.08万 | 加仓 |
| CLH | CLEAN HARBORS INC | $55.48万 | 0.00% | 1,857 | 1,857 | — | $55.48万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $59.54万 | 0.00% | 95,272 | 0 | 0.0% | — | 不变 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $65.59万 | 0.00% | 18,014 | -22,518 | -55.6% | -$81.99万 | 减仓 |
| BMI | BADGER METER INC | $66.46万 | 0.00% | 4,479 | -4,624 | -50.8% | -$68.61万 | 减仓 |
| BKE | BUCKLE INC | $67.33万 | 0.00% | 15,955 | -19,558 | -55.1% | -$82.53万 | 减仓 |
| BXP | BXP INC | $70.02万 | 0.00% | 10,559 | -31,650 | -75.0% | -$209.87万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $71.09万 | 0.00% | 53,614 | -128,465 | -70.6% | -$170.34万 | 减仓 |
| TILE | INTERFACE INC | $71.43万 | 0.00% | 19,930 | 19,930 | — | $71.43万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $73.54万 | 0.00% | 4,946 | -37,027 | -88.2% | -$550.55万 | 减仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $75.79万 | 0.00% | 2,879 | -28,030 | -90.7% | -$737.92万 | 减仓 |
| FOXA | FOX CORP | $77.00万 | 0.00% | 14,762 | 468 | 3.3% | $2.44万 | 加仓 |
| DVA | DAVITA INC | $80.45万 | 0.00% | 3,616 | -663 | -15.5% | -$14.75万 | 减仓 |
| — | ATKORE INC | $87.79万 | 0.00% | 11,545 | 0 | 0.0% | — | 不变 |
| SN | SHARKNINJA INC | $92.85万 | 0.00% | 6,098 | 6,098 | — | $92.85万 | 新建仓 |
| PGNY | PROGYNY INC | $96.02万 | 0.00% | 33,304 | -43,196 | -56.5% | -$124.53万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $100.08万 | 0.00% | 7,963 | 7,963 | — | $100.08万 | 新建仓 |
| OTEX | OPEN TEXT CORP | $100.33万 | 0.00% | 45,345 | 8,729 | 23.8% | $19.31万 | 加仓 |
| WINA | WINMARK CORP | $102.13万 | 0.00% | 2,414 | -260 | -9.7% | -$11.00万 | 减仓 |
| DOX | AMDOCS LTD | $104.40万 | 0.00% | 20,657 | 10,744 | 108.4% | $54.30万 | 加仓 |
| TSN | TYSON FOODS INC | $107.82万 | 0.00% | 18,834 | -46,916 | -71.4% | -$268.59万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $111.04万 | 0.00% | 4,529 | 287 | 6.8% | $7.04万 | 加仓 |
| FTV | FORTIVE CORP | $113.52万 | 0.00% | 18,583 | -2,153 | -10.4% | -$13.15万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $114.84万 | 0.00% | 23,605 | 23,605 | — | $114.84万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $116.49万 | 0.00% | 38,875 | 38,875 | — | $116.49万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $116.57万 | 0.00% | 1,748 | 1,748 | — | $116.57万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $121.73万 | 0.00% | 17,028 | 4,969 | 41.2% | $35.52万 | 加仓 |
| NEU | NEWMARKET CORP | $121.93万 | 0.00% | 1,541 | -1,681 | -52.2% | -$133.01万 | 减仓 |
| GFL | GFL ENVIRONMENTAL INC | $122.73万 | 0.00% | 33,390 | -882 | -2.6% | -$3.24万 | 减仓 |
| MYRG | MYR GROUP INC | $126.20万 | 0.00% | 2,522 | 635 | 33.7% | $31.78万 | 加仓 |
| SLAB | SILICON LABORATORIES INC | $136.51万 | 0.01% | 6,246 | -1,258 | -16.8% | -$27.49万 | 减仓 |
| AYI | ACUITY INC | $141.78万 | 0.01% | 3,764 | -13,542 | -78.3% | -$510.08万 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $146.37万 | 0.01% | 16,582 | 9,978 | 151.1% | $88.08万 | 加仓 |
| BRC | BRADY CORP | $147.62万 | 0.01% | 16,121 | -4,821 | -23.0% | -$44.15万 | 减仓 |
| MCY | MERCURY GENL CORP NEW | $154.35万 | 0.01% | 14,477 | 14,477 | — | $154.35万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $155.25万 | 0.01% | 10,789 | 15 | 0.1% | $2,158 | 加仓 |
| MLI | MUELLER INDS INC | $158.40万 | 0.01% | 12,885 | -3,828 | -22.9% | -$47.06万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $161.80万 | 0.01% | 49,751 | -655 | -1.3% | -$2.13万 | 减仓 |
| ADT | ADT INC DEL | $162.49万 | 0.01% | 249,989 | -138,698 | -35.7% | -$90.15万 | 减仓 |
| PCTY | PAYLOCITY HLDG CORP | $163.66万 | 0.01% | 15,657 | -3,447 | -18.0% | -$36.03万 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $163.79万 | 0.01% | 3,216 | -605 | -15.8% | -$30.81万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $164.04万 | 0.01% | 10,517 | 91 | 0.9% | $1.42万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $166.60万 | 0.01% | 58,190 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $171.07万 | 0.01% | 15,709 | 11,735 | 295.3% | $127.79万 | 加仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $171.79万 | 0.01% | 11,231 | -4,657 | -29.3% | -$71.23万 | 减仓 |
| DRS | LEONARDO DRS INC | $174.45万 | 0.01% | 40,883 | 40,883 | — | $174.45万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $174.90万 | 0.01% | 73,767 | 1,389 | 1.9% | $3.29万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $177.36万 | 0.01% | 34,414 | 0 | 0.0% | — | 不变 |
| MRP | MILLROSE PPTYS INC | $178.63万 | 0.01% | 59,445 | 669 | 1.1% | $2.01万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $182.48万 | 0.01% | 6,164 | -12 | -0.2% | -$3,552 | 减仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $182.77万 | 0.01% | 62,401 | -13,622 | -17.9% | -$39.90万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $187.41万 | 0.01% | 497,103 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $188.23万 | 0.01% | 30,054 | 30,054 | — | $188.23万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $193.49万 | 0.01% | 23,698 | 23,698 | — | $193.49万 | 新建仓 |
| CNH | CNH INDL N V | $195.39万 | 0.01% | 173,987 | 3,138 | 1.8% | $3.52万 | 加仓 |
| TTC | TORO CO | $199.66万 | 0.01% | 20,495 | 20,495 | — | $199.66万 | 新建仓 |
| UAL | UNITED AIRLS HLDGS INC | $200.29万 | 0.01% | 14,728 | -299,003 | -95.3% | -$4,066.14万 | 减仓 |
| AGI | ALAMOS GOLD INC | $200.41万 | 0.01% | 66,124 | 23,511 | 55.2% | $71.26万 | 加仓 |
| AUGO | AURA MINERALS INC | $206.22万 | 0.01% | 32,759 | 32,759 | — | $206.22万 | 新建仓 |
| FOR | FORESTAR GROUP INC | $212.37万 | 0.01% | 67,100 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $216.93万 | 0.01% | 6,118 | 6,118 | — | $216.93万 | 新建仓 |
| ACIW | ACI WORLDWIDE INC | $217.81万 | 0.01% | 43,311 | 16,742 | 63.0% | $84.20万 | 加仓 |
| TW | TRADEWEB MKTS INC | $219.51万 | 0.01% | 22,026 | -25 | -0.1% | -$2,491 | 减仓 |
| H | HYATT HOTELS CORP | $220.67万 | 0.01% | 11,384 | -4,953 | -30.3% | -$96.01万 | 减仓 |
| CG | CARLYLE GROUP INC | $233.34万 | 0.01% | 55,412 | 4,978 | 9.9% | $20.96万 | 加仓 |
| CSGP | COSTAR GROUP INC | $239.10万 | 0.01% | 84,428 | 1,035 | 1.2% | $2.93万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $240.03万 | 0.01% | 23,443 | 14,094 | 150.8% | $144.31万 | 加仓 |
| BGSI | BOYD GROUP SERVICES INC | $244.78万 | 0.01% | 25,861 | 5,475 | 26.9% | $51.82万 | 加仓 |
| ASB | ASSOCIATED BANC-CORP | $247.54万 | 0.01% | 80,449 | -25,670 | -24.2% | -$78.99万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $249.47万 | 0.01% | 21,849 | -742 | -3.3% | -$8.47万 | 减仓 |
| TOST | TOAST INC | $250.81万 | 0.01% | 90,155 | 1,423 | 1.6% | $3.96万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $251.86万 | 0.01% | 21,587 | 4,965 | 29.9% | $57.93万 | 加仓 |
| GGG | GRACO INC | $255.64万 | 0.01% | 33,810 | -209,814 | -86.1% | -$1,586.40万 | 减仓 |
| CLX | CLOROX CO DEL | $256.16万 | 0.01% | 26,840 | -172 | -0.6% | -$1.64万 | 减仓 |
| — | CATALYST PHARMACEUTICALS INC | $266.85万 | 0.01% | 84,902 | -139,803 | -62.2% | -$439.40万 | 减仓 |
| ITRI | ITRON INC | $268.64万 | 0.01% | 31,046 | 25,238 | 434.5% | $218.39万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $269.37万 | 0.01% | 154,639 | -6,090 | -3.8% | -$10.61万 | 减仓 |
| MKC | MCCORMICK & CO INC | $270.65万 | 0.01% | 53,679 | 730 | 1.4% | $3.68万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $277.58万 | 0.01% | 61,941 | 938 | 1.5% | $4.20万 | 加仓 |
| TRU | TRANSUNION | $280.11万 | 0.01% | 38,828 | 1,155 | 3.1% | $8.33万 | 加仓 |
| NVMI | NOVA LTD | $286.20万 | 0.01% | 5,414 | 3,476 | 179.4% | $183.75万 | 加仓 |
| KR | KROGER CO | $290.51万 | 0.01% | 52,315 | 52,315 | — | $290.51万 | 新建仓 |
| WSO | WATSCO INC | $294.79万 | 0.01% | 7,074 | 81 | 1.2% | $3.38万 | 加仓 |
| IREN | IREN LIMITED | $304.81万 | 0.01% | 66,654 | 255 | 0.4% | $1.17万 | 加仓 |
| WY | WEYERHAEUSER CO | $306.03万 | 0.01% | 127,831 | -779 | -0.6% | -$1.86万 | 减仓 |
| R | RYDER SYS INC | $306.42万 | 0.01% | 11,617 | -4,265 | -26.9% | -$112.50万 | 减仓 |
| RPM | RPM INTL INC | $308.24万 | 0.01% | 27,732 | 498 | 1.8% | $5.54万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $311.68万 | 0.01% | 22,433 | -26 | -0.1% | -$3,612 | 减仓 |
| ECHO | ECHOSTAR CORP | $314.54万 | 0.01% | 30,989 | 1,100 | 3.7% | $11.16万 | 加仓 |
| NWSA | NEWS CORP NEW | $317.79万 | 0.01% | 127,985 | 16,186 | 14.5% | $40.19万 | 加仓 |
| ALLE | ALLEGION PLC | $318.27万 | 0.01% | 22,654 | 1,794 | 8.6% | $25.20万 | 加仓 |
| NDSN | NORDSON CORP | $325.67万 | 0.01% | 10,795 | 175 | 1.6% | $5.28万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $326.79万 | 0.01% | 45,070 | 416 | 0.9% | $3.02万 | 加仓 |
| RKT | ROCKET COS INC | $328.92万 | 0.01% | 208,835 | 23,057 | 12.4% | $36.31万 | 加仓 |
| GVA | GRANITE CONSTR INC | $330.94万 | 0.01% | 20,935 | -8,869 | -29.8% | -$140.20万 | 减仓 |
| HSIC | SCHEIN HENRY INC | $333.44万 | 0.01% | 39,923 | 9,036 | 29.3% | $75.47万 | 加仓 |
| HUBS | HUBSPOT INC | $334.36万 | 0.01% | 18,320 | 2,405 | 15.1% | $43.89万 | 加仓 |
| INVH | INVITATION HOMES INC | $335.96万 | 0.01% | 111,208 | 724 | 0.7% | $2.19万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $338.89万 | 0.01% | 226,837 | 0 | 0.0% | — | 不变 |