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 |
|---|---|---|---|---|---|---|---|---|
| APP | APPLOVIN CORP | $3,383.57万 | 0.13% | 65,671 | -2,706 | -4.0% | -$139.42万 | 减仓 |
| DE | DEERE & CO | $3,503.53万 | 0.13% | 55,232 | 1,132 | 2.1% | $71.81万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3,563.22万 | 0.13% | 159,321 | -24,879 | -13.5% | -$556.42万 | 减仓 |
| STT | STATE STR CORP | $3,612.61万 | 0.14% | 213,008 | -22,514 | -9.6% | -$381.84万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $3,660.39万 | 0.14% | 42,659 | 28,371 | 198.6% | $2,434.40万 | 加仓 |
| CMI | CUMMINS INC | $3,670.11万 | 0.14% | 51,459 | 10,402 | 25.3% | $741.88万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3,686.35万 | 0.14% | 296,235 | 6,855 | 2.4% | $85.30万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,691.55万 | 0.14% | 80,403 | 5,715 | 7.7% | $262.39万 | 加仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3,713.44万 | 0.14% | 386,334 | -85,449 | -18.1% | -$821.34万 | 减仓 |
| FSLR | FIRST SOLAR INC | $3,765.61万 | 0.14% | 159,587 | -17,669 | -10.0% | -$416.92万 | 减仓 |
| PFE | PFIZER INC | $3,859.96万 | 0.15% | 1,602,973 | 270,803 | 20.3% | $652.09万 | 加仓 |
| T | AT&T INC | $3,866.09万 | 0.15% | 1,867,679 | -32,588 | -1.7% | -$67.46万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $3,876.69万 | 0.15% | 182,906 | 42,955 | 30.7% | $910.43万 | 加仓 |
| MFC | MANULIFE FINL CORP | $3,884.56万 | 0.15% | 958,149 | -18,339 | -1.9% | -$74.35万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,994.43万 | 0.15% | 118,091 | 2,696 | 2.3% | $91.19万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4,007.00万 | 0.15% | 302,370 | -210,163 | -41.0% | -$2,785.08万 | 减仓 |
| SNDK | SANDISK CORP | $4,060.19万 | 0.15% | 17,857 | -7,352 | -29.2% | -$1,671.64万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,079.90万 | 0.15% | 29,514 | 2,223 | 8.1% | $307.30万 | 加仓 |
| MCD | MCDONALDS CORP | $4,106.79万 | 0.15% | 151,929 | 4,165 | 2.8% | $112.58万 | 加仓 |
| IQV | IQVIA HLDGS INC | $4,157.88万 | 0.16% | 215,189 | -13,537 | -5.9% | -$261.56万 | 减仓 |
| FTNT | FORTINET INC | $4,164.61万 | 0.16% | 271,098 | -45,972 | -14.5% | -$706.22万 | 减仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,175.54万 | 0.16% | 169,586 | 1,820 | 1.1% | $44.81万 | 加仓 |
| FIX | COMFORT SYS USA INC | $4,187.86万 | 0.16% | 21,130 | 4,651 | 28.2% | $921.81万 | 加仓 |
| AZZ | AZZ INC | $4,225.09万 | 0.16% | 272,499 | -89,504 | -24.7% | -$1,387.76万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4,268.20万 | 0.16% | 462,577 | -1,519 | -0.3% | -$14.02万 | 减仓 |
| DB | DEUTSCHE BK AG | $4,308.16万 | 0.16% | 1,271,964 | -557,189 | -30.5% | -$1,887.21万 | 减仓 |
| NEM | NEWMONT CORP | $4,434.31万 | 0.17% | 474,766 | -8,670 | -1.8% | -$80.98万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4,453.29万 | 0.17% | 490,775 | -1,306 | -0.3% | -$11.85万 | 减仓 |
| CRM | SALESFORCE INC | $4,498.67万 | 0.17% | 287,161 | -185,322 | -39.2% | -$2,903.26万 | 减仓 |
| BNS | BANK NOVA SCOTIA B C | $4,605.21万 | 0.17% | 530,031 | 93,971 | 21.6% | $816.47万 | 加仓 |
| DIS | DISNEY WALT CO | $4,607.66万 | 0.17% | 478,718 | 16,952 | 3.7% | $163.16万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $4,663.51万 | 0.18% | 322,489 | -25,274 | -7.3% | -$365.49万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,746.75万 | 0.18% | 119,361 | -28,855 | -19.5% | -$1,147.50万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,762.11万 | 0.18% | 110,372 | -7,609 | -6.4% | -$328.30万 | 减仓 |
| CCK | CROWN HLDGS INC | $4,892.63万 | 0.18% | 437,546 | -104,014 | -19.2% | -$1,163.08万 | 减仓 |
| GLW | CORNING INC | $4,961.55万 | 0.19% | 194,243 | 13,889 | 7.7% | $354.77万 | 加仓 |
| SPGI | S&P GLOBAL INC | $4,988.04万 | 0.19% | 122,478 | -68,424 | -35.8% | -$2,786.63万 | 减仓 |
| PGR | PROGRESSIVE CORP | $5,005.32万 | 0.19% | 229,129 | 63,822 | 38.6% | $1,394.19万 | 加仓 |
| ABNB | AIRBNB INC | $5,039.36万 | 0.19% | 352,157 | 119,389 | 51.3% | $1,708.45万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,156.56万 | 0.19% | 1,208,194 | -868,330 | -41.8% | -$3,706.03万 | 减仓 |
| EXPE | EXPEDIA GROUP INC | $5,293.33万 | 0.20% | 206,868 | -23,778 | -10.3% | -$608.43万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $5,372.18万 | 0.20% | 1,268,820 | 548 | 0.0% | $2.32万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,669.65万 | 0.21% | 114,520 | -56,420 | -33.0% | -$2,793.24万 | 减仓 |
| SNOW | SNOWFLAKE INC | $5,679.04万 | 0.21% | 223,145 | 146,809 | 192.3% | $3,736.29万 | 加仓 |
| ORCL | ORACLE CORP | $5,700.57万 | 0.21% | 388,985 | 6,717 | 1.8% | $98.44万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $5,744.85万 | 0.22% | 1,695,648 | -281,489 | -14.2% | -$953.68万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5,834.83万 | 0.22% | 176,567 | 28,313 | 19.1% | $935.63万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $5,934.77万 | 0.22% | 295,822 | 57,350 | 24.0% | $1,150.55万 | 加仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $5,949.19万 | 0.22% | 1,318,820 | 228,873 | 21.0% | $1,032.44万 | 加仓 |
| USB | US BANCORP | $5,964.99万 | 0.22% | 987,581 | 170,789 | 20.9% | $1,031.57万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $6,070.70万 | 0.23% | 79,549 | 14,523 | 22.3% | $1,108.31万 | 加仓 |
| AMGN | AMGEN INC | $6,122.65万 | 0.23% | 169,078 | -11,598 | -6.4% | -$419.99万 | 减仓 |
| TPR | TAPESTRY INC | $6,165.72万 | 0.23% | 421,214 | -620 | -0.1% | -$9.08万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $6,325.73万 | 0.24% | 162,244 | 2,634 | 1.7% | $102.70万 | 加仓 |
| INCY | INCYTE CORP | $6,330.77万 | 0.24% | 558,467 | -87,701 | -13.6% | -$994.18万 | 减仓 |
| RY | ROYAL BK CDA | $6,415.25万 | 0.24% | 309,919 | 95,908 | 44.8% | $1,985.27万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6,427.12万 | 0.24% | 100,625 | 5,138 | 5.4% | $328.17万 | 加仓 |
| UBS | UBS GROUP AG | $6,467.16万 | 0.24% | 1,302,198 | 143,108 | 12.3% | $710.72万 | 加仓 |
| TJX | TJX COS INC NEW | $6,609.20万 | 0.25% | 436,251 | 90,516 | 26.2% | $1,371.32万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $6,735.60万 | 0.25% | 69,799 | 11,717 | 20.2% | $1,130.69万 | 加仓 |
| LIN | LINDE PLC | $6,741.34万 | 0.25% | 129,906 | 31,804 | 32.4% | $1,650.44万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $6,796.92万 | 0.26% | 319,630 | -79,731 | -20.0% | -$1,695.48万 | 减仓 |
| ALL | ALLSTATE CORP | $6,836.82万 | 0.26% | 287,334 | 3,478 | 1.2% | $82.76万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,859.68万 | 0.26% | 138,097 | -2,854 | -2.0% | -$141.77万 | 减仓 |
| MET | METLIFE INC | $6,864.04万 | 0.26% | 811,258 | 174,483 | 27.4% | $1,476.30万 | 加仓 |
| UNP | UNION PAC CORP | $6,878.44万 | 0.26% | 252,884 | -29,093 | -10.3% | -$791.33万 | 减仓 |
| KO | COCA COLA CO | $6,882.45万 | 0.26% | 846,863 | 25,767 | 3.1% | $209.41万 | 加仓 |
| COHR | COHERENT CORP | $6,978.48万 | 0.26% | 176,908 | 146,901 | 489.6% | $5,794.80万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $7,009.76万 | 0.26% | 200,239 | -7,287 | -3.5% | -$255.10万 | 减仓 |
| WFC | WELLS FARGO & CO | $7,012.29万 | 0.26% | 848,535 | 39,532 | 4.9% | $326.69万 | 加仓 |
| GWW | WW GRAINGER INC | $7,041.56万 | 0.27% | 51,761 | 12,730 | 32.6% | $1,731.79万 | 加仓 |
| PEP | PEPSICO INC | $7,133.95万 | 0.27% | 526,880 | 79,209 | 17.7% | $1,072.49万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $7,287.83万 | 0.27% | 72,059 | -2,725 | -3.6% | -$275.60万 | 减仓 |
| FCX | FREEPORT MCMORAN INC | $7,397.28万 | 0.28% | 1,176,227 | 423,083 | 56.2% | $2,660.77万 | 加仓 |
| MCK | MCKESSON CORP | $7,447.11万 | 0.28% | 98,559 | -51,390 | -34.3% | -$3,883.02万 | 减仓 |
| NOW | SERVICENOW INC | $7,467.62万 | 0.28% | 752,179 | 267,504 | 55.2% | $2,655.78万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $7,481.28万 | 0.28% | 266,039 | 3,402 | 1.3% | $95.67万 | 加仓 |
| MS | MORGAN STANLEY | $7,659.35万 | 0.29% | 366,406 | 46,770 | 14.6% | $977.68万 | 加仓 |
| WM | WASTE MGMT INC DEL | $7,869.40万 | 0.30% | 353,078 | 123,528 | 53.8% | $2,753.19万 | 加仓 |
| EQIX | EQUINIX INC | $7,880.46万 | 0.30% | 75,600 | 4,781 | 6.8% | $498.37万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $7,956.98万 | 0.30% | 162,004 | 48,757 | 43.1% | $2,394.75万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8,158.82万 | 0.31% | 457,744 | -55,381 | -10.8% | -$987.11万 | 减仓 |
| ADSK | AUTODESK INC | $8,231.48万 | 0.31% | 423,387 | -12,581 | -2.9% | -$244.60万 | 减仓 |
| HD | HOME DEPOT INC | $8,354.60万 | 0.31% | 236,889 | 10,598 | 4.7% | $373.77万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $8,393.19万 | 0.32% | 254,247 | -12,253 | -4.6% | -$404.50万 | 减仓 |
| ADI | ANALOG DEVICES INC | $8,888.35万 | 0.33% | 223,792 | 1,569 | 0.7% | $62.32万 | 加仓 |
| GEV | GE VERNOVA INC | $9,198.80万 | 0.35% | 78,297 | 8,918 | 12.9% | $1,047.74万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $9,327.63万 | 0.35% | 248,525 | -74,979 | -23.2% | -$2,814.11万 | 减仓 |
| NTAP | NETAPP INC | $9,481.70万 | 0.36% | 612,672 | -266,093 | -30.3% | -$4,118.05万 | 减仓 |
| NFLX | NETFLIX INC. | $9,547.22万 | 0.36% | 1,337,147 | 303,018 | 29.3% | $2,163.55万 | 加仓 |
| QCOM | QUALCOMM INC | $9,595.95万 | 0.36% | 519,290 | -41,889 | -7.5% | -$774.07万 | 减仓 |
| CVS | CVS HEALTH CORP | $9,676.01万 | 0.36% | 935,333 | 63,207 | 7.2% | $653.88万 | 加仓 |
| MELI | MERCADOLIBRE INC | $9,918.85万 | 0.37% | 58,436 | -35,593 | -37.9% | -$6,041.51万 | 减仓 |
| ADBE | ADOBE INC | $9,997.11万 | 0.38% | 487,617 | -54,277 | -10.0% | -$1,112.79万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.01亿 | 0.38% | 200,561 | 10,291 | 5.4% | $515.95万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1.01亿 | 0.38% | 831,989 | -662,405 | -44.3% | -$8,051.04万 | 减仓 |
| TXN | TEXAS INSTRS INC | $1.02亿 | 0.38% | 342,760 | 30,090 | 9.6% | $896.89万 | 加仓 |
| MSI | MOTOROLA SOLUTIONS INC | $1.02亿 | 0.38% | 246,144 | -13,629 | -5.2% | -$566.00万 | 减仓 |
| COR | CENCORA INC | $1.04亿 | 0.39% | 367,624 | -59,380 | -13.9% | -$1,680.33万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1.05亿 | 0.40% | 313,586 | 182,224 | 138.7% | $6,101.22万 | 加仓 |