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 |
|---|---|---|---|---|---|---|---|---|
| L | LOEWS CORP | $975.98万 | 0.04% | 86,210 | 11,934 | 16.1% | $135.10万 | 加仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $979.62万 | 0.04% | 208,254 | 208,254 | — | $979.62万 | 新建仓 |
| XYL | XYLEM INC | $983.07万 | 0.04% | 83,163 | -474,999 | -85.1% | -$5,614.97万 | 减仓 |
| HUM | HUMANA INC | $1,002.03万 | 0.04% | 25,226 | 998 | 4.1% | $39.64万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1,011.49万 | 0.04% | 104,213 | -70,768 | -40.4% | -$686.87万 | 减仓 |
| DHI | D R HORTON INC | $1,011.81万 | 0.04% | 62,120 | 6,685 | 12.1% | $108.89万 | 加仓 |
| NKE | NIKE INC | $1,023.70万 | 0.04% | 249,380 | 2,789 | 1.1% | $11.45万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1,025.69万 | 0.04% | 150,992 | 1,044 | 0.7% | $7.09万 | 加仓 |
| XYZ | BLOCK INC | $1,027.13万 | 0.04% | 135,149 | 19,783 | 17.1% | $150.35万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,028.90万 | 0.04% | 86,249 | 3,286 | 4.0% | $39.20万 | 加仓 |
| EIX | EDISON INTL | $1,034.42万 | 0.04% | 138,942 | 40,309 | 40.9% | $300.10万 | 加仓 |
| BIIB | BIOGEN INC | $1,036.55万 | 0.04% | 47,975 | 6,106 | 14.6% | $131.93万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,044.82万 | 0.04% | 121,054 | -26,169 | -17.8% | -$225.86万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,057.11万 | 0.04% | 144,917 | 3,252 | 2.3% | $23.72万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,058.25万 | 0.04% | 51,612 | -2,069 | -3.9% | -$42.42万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $1,069.18万 | 0.04% | 97,402 | 29,864 | 44.2% | $327.82万 | 加仓 |
| ENTG | ENTEGRIS INC | $1,072.92万 | 0.04% | 59,653 | 13,394 | 29.0% | $240.90万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $1,073.35万 | 0.04% | 56,884 | -593 | -1.0% | -$11.19万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $1,074.90万 | 0.04% | 62,396 | -15,551 | -20.0% | -$267.90万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,081.38万 | 0.04% | 91,402 | 5,346 | 6.2% | $63.25万 | 加仓 |
| PAYX | PAYCHEX INC | $1,082.83万 | 0.04% | 110,122 | -23,165 | -17.4% | -$227.78万 | 减仓 |
| AZO | AUTOZONE INC | $1,083.10万 | 0.04% | 3,389 | 30 | 0.9% | $9.59万 | 加仓 |
| SNA | SNAP ON INC | $1,088.45万 | 0.04% | 27,049 | -14,610 | -35.1% | -$587.91万 | 减仓 |
| FICO | FAIR ISAAC CORP | $1,096.93万 | 0.04% | 9,181 | 301 | 3.4% | $35.96万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,109.31万 | 0.04% | 48,505 | 0 | 0.0% | — | 不变 |
| RDNT | RADNET INC | $1,111.90万 | 0.04% | 180,298 | 103,601 | 135.1% | $638.91万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $1,120.17万 | 0.04% | 198,718 | 22,596 | 12.8% | $127.37万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,120.99万 | 0.04% | 65,609 | 65,609 | — | $1,120.99万 | 新建仓 |
| FER | FERROVIAL NV | $1,129.38万 | 0.04% | 164,693 | 5,286 | 3.3% | $36.25万 | 加仓 |
| KGC | KINROSS GOLD CORP | $1,144.19万 | 0.04% | 483,417 | 68,758 | 16.6% | $162.74万 | 加仓 |
| RKLB | ROCKET LAB CORP | $1,148.72万 | 0.04% | 113,007 | 17,398 | 18.2% | $176.85万 | 加仓 |
| ONC | BEONE MEDICINES LTD | $1,173.48万 | 0.04% | 41,179 | -14,899 | -26.6% | -$424.58万 | 减仓 |
| AFL | AFLAC INC | $1,193.84万 | 0.04% | 101,820 | -4,739 | -4.4% | -$55.56万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $1,197.00万 | 0.05% | 79,099 | 17,152 | 27.7% | $259.56万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,208.65万 | 0.05% | 164,779 | 9,075 | 5.8% | $66.57万 | 加仓 |
| FOX | FOX CORP | $1,215.07万 | 0.05% | 259,409 | 13,509 | 5.5% | $63.28万 | 加仓 |
| HPQ | HP INC | $1,220.53万 | 0.05% | 556,305 | 122,095 | 28.1% | $267.88万 | 加仓 |
| RDDT | REDDIT INC | $1,257.22万 | 0.05% | 72,429 | 16,057 | 28.5% | $278.72万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,260.42万 | 0.05% | 72,330 | -32,074 | -30.7% | -$558.92万 | 减仓 |
| EBAY | EBAY INC. | $1,262.05万 | 0.05% | 112,935 | 11,851 | 11.7% | $132.43万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1,280.55万 | 0.05% | 60,097 | 13,396 | 28.7% | $285.44万 | 加仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,289.53万 | 0.05% | 158,205 | 0 | 0.0% | — | 不变 |
| OMC | OMNICOM GROUP INC | $1,299.56万 | 0.05% | 178,437 | -36,631 | -17.0% | -$266.78万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,300.24万 | 0.05% | 170,189 | -1,954 | -1.1% | -$14.93万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $1,309.43万 | 0.05% | 34,600 | 34,600 | — | $1,309.43万 | 新建仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,315.14万 | 0.05% | 245,043 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD | $1,320.74万 | 0.05% | 41,677 | -10,975 | -20.8% | -$347.80万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,321.45万 | 0.05% | 339,879 | 235,212 | 224.7% | $914.50万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $1,332.45万 | 0.05% | 499,794 | 19,416 | 4.0% | $51.76万 | 加仓 |
| COO | COOPER COS INC | $1,342.73万 | 0.05% | 187,245 | -131,956 | -41.3% | -$946.25万 | 减仓 |
| NUE | NUCOR CORP | $1,366.66万 | 0.05% | 61,354 | 10,053 | 19.6% | $223.93万 | 加仓 |
| CINF | CINCINNATI FINL CORP | $1,397.79万 | 0.05% | 75,499 | 23,098 | 44.1% | $427.64万 | 加仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,402.35万 | 0.05% | 37,731 | -8,612 | -18.6% | -$320.08万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,403.74万 | 0.05% | 52,211 | -12,958 | -19.9% | -$348.39万 | 减仓 |
| P | EVERPURE INC | $1,405.09万 | 0.05% | 178,334 | -18,776 | -9.5% | -$147.94万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,408.09万 | 0.05% | 59,273 | -18,731 | -24.0% | -$444.97万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,414.47万 | 0.05% | 29,618 | -10,603 | -26.4% | -$506.37万 | 减仓 |
| DASH | DOORDASH INC | $1,423.87万 | 0.05% | 77,162 | -6,495 | -7.8% | -$119.85万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,429.72万 | 0.05% | 42,705 | 42,705 | — | $1,429.72万 | 新建仓 |
| EME | EMCOR GROUP INC | $1,449.14万 | 0.05% | 17,462 | -6,995 | -28.6% | -$580.50万 | 减仓 |
| MSCI | MSCI INC | $1,460.75万 | 0.05% | 26,083 | -12,980 | -33.2% | -$726.93万 | 减仓 |
| CRH | CRH PLC | $1,479.66万 | 0.06% | 138,286 | 3,412 | 2.5% | $36.51万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $1,485.00万 | 0.06% | 82,693 | 2,438 | 3.0% | $43.78万 | 加仓 |
| AON | AON PLC | $1,490.18万 | 0.06% | 44,927 | -21,972 | -32.8% | -$728.79万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,497.84万 | 0.06% | 164,237 | 31,570 | 23.8% | $287.92万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $1,505.09万 | 0.06% | 319,147 | 31,117 | 10.8% | $146.75万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,507.52万 | 0.06% | 150,331 | 3,484 | 2.4% | $34.94万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,509.80万 | 0.06% | 122,638 | 1,459 | 1.2% | $17.96万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,520.32万 | 0.06% | 50,504 | 20,351 | 67.5% | $612.63万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,529.61万 | 0.06% | 24,531 | 2,834 | 13.1% | $176.71万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $1,540.08万 | 0.06% | 48,955 | 1,133 | 2.4% | $35.64万 | 加仓 |
| EXTR | EXTREME NETWORKS INC | $1,542.24万 | 0.06% | 476,442 | -332,019 | -41.1% | -$1,074.74万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,560.36万 | 0.06% | 16,680 | -1,030 | -5.8% | -$96.35万 | 减仓 |
| O | REALTY INCOME CORP | $1,563.57万 | 0.06% | 252,351 | 65,992 | 35.4% | $408.89万 | 加仓 |
| MCO | MOODYS CORP | $1,580.06万 | 0.06% | 34,886 | -85 | -0.2% | -$3.85万 | 减仓 |
| ALLY | ALLY FINL INC | $1,583.20万 | 0.06% | 344,549 | 257,854 | 297.4% | $1,184.84万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,589.03万 | 0.06% | 65,943 | 19,581 | 42.2% | $471.84万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $1,592.56万 | 0.06% | 365,685 | -79,003 | -17.8% | -$344.06万 | 减仓 |
| BEN | FRANKLIN RESOURCES INC | $1,596.38万 | 0.06% | 479,827 | -113,692 | -19.2% | -$378.25万 | 减仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,598.28万 | 0.06% | 176,100 | 26,384 | 17.6% | $239.46万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $1,599.81万 | 0.06% | 169,220 | 2,651 | 1.6% | $25.06万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,613.67万 | 0.06% | 143,501 | -92,140 | -39.1% | -$1,036.12万 | 减仓 |
| APH | AMPHENOL CORP | $1,620.01万 | 0.06% | 91,879 | -36,533 | -28.4% | -$644.15万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $1,628.37万 | 0.06% | 151,476 | 3,113 | 2.1% | $33.46万 | 加仓 |
| FAST | FASTENAL CO | $1,629.75万 | 0.06% | 339,320 | 94,176 | 38.4% | $452.33万 | 加仓 |
| TGT | TARGET CORP | $1,632.93万 | 0.06% | 125,023 | 23,019 | 22.6% | $300.65万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,647.51万 | 0.06% | 178,902 | 3,642 | 2.1% | $33.54万 | 加仓 |
| JBL | JABIL INC | $1,660.61万 | 0.06% | 43,079 | -779 | -1.8% | -$30.03万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,691.32万 | 0.06% | 90,310 | 20,680 | 29.7% | $387.29万 | 加仓 |
| WAB | WABTEC | $1,714.74万 | 0.06% | 63,603 | 7,493 | 13.4% | $202.01万 | 加仓 |
| VRSN | VERISIGN INC | $1,719.46万 | 0.06% | 68,352 | -3,855 | -5.3% | -$96.98万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,728.08万 | 0.07% | 111,264 | 9,698 | 9.5% | $150.62万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,763.35万 | 0.07% | 79,761 | 79,761 | — | $1,763.35万 | 新建仓 |
| KKR | KKR & CO INC | $1,766.37万 | 0.07% | 192,457 | 21,711 | 12.7% | $199.26万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1,767.44万 | 0.07% | 433,681 | 236,956 | 120.5% | $965.70万 | 加仓 |
| FFIV | F5 INC | $1,782.10万 | 0.07% | 42,843 | 16,599 | 63.2% | $690.45万 | 加仓 |
| HON | HONEYWELL INTL INC | $1,785.85万 | 0.07% | 79,761 | 79,761 | — | $1,785.85万 | 新建仓 |
| TMUS | T-MOBILE US INC | $1,787.05万 | 0.07% | 106,543 | -1,801 | -1.7% | -$30.21万 | 减仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,788.63万 | 0.07% | 206,379 | 66,796 | 47.9% | $578.90万 | 加仓 |
| INSM | INSMED INC | $1,793.21万 | 0.07% | 168,187 | 2,611 | 1.6% | $27.84万 | 加仓 |