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 |
|---|---|---|---|---|---|---|---|---|
| GILD | GILEAD SCIENCES INC | $1.06亿 | 0.40% | 836,260 | -396,740 | -32.2% | -$5,012.41万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $1.07亿 | 0.40% | 1,182,636 | -187,566 | -13.7% | -$1,696.72万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $1.10亿 | 0.41% | 746,784 | -137,070 | -15.5% | -$2,009.99万 | 减仓 |
| CB | CHUBB LIMITED | $1.10亿 | 0.41% | 322,059 | -197,880 | -38.1% | -$6,742.56万 | 减仓 |
| TFC | TRUIST FINL CORP | $1.11亿 | 0.42% | 2,222,696 | -477,860 | -17.7% | -$2,380.70万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1.18亿 | 0.45% | 696,307 | -62,969 | -8.3% | -$1,069.72万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $1.19亿 | 0.45% | 1,301,211 | 231,758 | 21.7% | $2,124.76万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.25亿 | 0.47% | 398,062 | 134,696 | 51.1% | $4,240.76万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.28亿 | 0.48% | 428,986 | 225,783 | 111.1% | $6,725.84万 | 加仓 |
| CAT | CATERPILLAR INC | $1.36亿 | 0.51% | 127,876 | 6,169 | 5.1% | $656.94万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1.40亿 | 0.53% | 409,347 | -148,357 | -26.6% | -$5,059.27万 | 减仓 |
| BAC | BANK OF AMER CORP | $1.41亿 | 0.53% | 2,480,253 | 516,592 | 26.3% | $2,943.54万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.42亿 | 0.53% | 341,002 | 42,241 | 14.1% | $1,755.66万 | 加仓 |
| WMT | WALMART INC | $1.49亿 | 0.56% | 1,311,902 | -132,712 | -9.2% | -$1,503.10万 | 减仓 |
| GM | GENERAL MTRS CO | $1.51亿 | 0.57% | 1,962,978 | -344,299 | -14.9% | -$2,653.85万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.66亿 | 0.62% | 2,872,632 | -713,733 | -19.9% | -$4,112.52万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $1.95亿 | 0.73% | 448,909 | 4,996 | 1.1% | $216.49万 | 加仓 |
| KLAC | KLA CORP | $1.96亿 | 0.74% | 650,040 | -136,340 | -17.3% | -$4,113.51万 | 减仓 |
| V | VISA INC | $2.06亿 | 0.78% | 600,994 | 1,383 | 0.2% | $47.45万 | 加仓 |
| INTC | INTEL CORP | $2.11亿 | 0.79% | 1,508,396 | 546,456 | 56.8% | $7,630.16万 | 加仓 |
| ABBV | ABBVIE INC | $2.11亿 | 0.79% | 838,323 | -108,003 | -11.4% | -$2,717.79万 | 减仓 |
| MRK | MERCK & CO INC | $2.13亿 | 0.80% | 1,656,056 | 13,771 | 0.8% | $176.96万 | 加仓 |
| C | CITIGROUP INC | $2.27亿 | 0.85% | 1,619,914 | -610,683 | -27.4% | -$8,547.11万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $2.29亿 | 0.86% | 445,197 | -142,351 | -24.2% | -$7,311.14万 | 减仓 |
| CSCO | CISCO SYS INC | $2.38亿 | 0.90% | 2,024,332 | 746,946 | 58.5% | $8,773.62万 | 加仓 |
| TSLA | TESLA INC | $2.82亿 | 1.06% | 670,003 | 45,498 | 7.3% | $1,913.65万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.27亿 | 1.23% | 451,702 | -60,417 | -11.8% | -$4,368.15万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $3.31亿 | 1.25% | 1,303,456 | 16,972 | 1.3% | $431.04万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $3.41亿 | 1.29% | 1,042,896 | -167,930 | -13.9% | -$5,496.85万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $3.72亿 | 1.40% | 640,029 | 284,478 | 80.0% | $1.65亿 | 加仓 |
| META | META PLATFORMS INC | $4.02亿 | 1.51% | 713,825 | 5,865 | 0.8% | $330.37万 | 加仓 |
| LLY | ELI LILLY & CO | $4.68亿 | 1.76% | 390,198 | 2,926 | 0.8% | $350.95万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $5.32亿 | 2.00% | 460,698 | 101,292 | 28.2% | $1.17亿 | 加仓 |
| GOOG | ALPHABET INC | $5.68亿 | 2.14% | 1,608,825 | 101,786 | 6.8% | $3,596.40万 | 加仓 |
| AVGO | BROADCOM INC | $6.67亿 | 2.51% | 1,765,025 | -146,106 | -7.6% | -$5,519.15万 | 减仓 |
| GOOGL | ALPHABET INC | $7.03亿 | 2.65% | 1,966,062 | -14,833 | -0.7% | -$530.09万 | 减仓 |
| AMZN | AMAZON COM INC | $7.36亿 | 2.77% | 3,089,490 | 57,148 | 1.9% | $1,362.06万 | 加仓 |
| MSFT | MICROSOFT CORP | $10.28亿 | 3.87% | 2,755,692 | 43,023 | 1.6% | $1,604.84万 | 加仓 |
| AZN | ASTRAZENECA PLC | $10.77亿 | 4.06% | 5,736,648 | -217,769 | -3.7% | -$4,089.72万 | 减仓 |
| AAPL | APPLE INC | $14.45亿 | 5.44% | 4,994,409 | 8,011 | 0.2% | $231.81万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $18.36亿 | 6.91% | 9,176,983 | -529,483 | -5.5% | -$1.06亿 | 减仓 |