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 |
|---|---|---|---|---|---|---|---|---|
| EXPE | EXPEDIA GROUP INC | $5,293.33万 | 0.20% | 206,868 | -23,778 | -10.3% | -$608.43万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,156.56万 | 0.19% | 1,208,194 | -868,330 | -41.8% | -$3,706.03万 | 减仓 |
| ABNB | AIRBNB INC | $5,039.36万 | 0.19% | 352,157 | 119,389 | 51.3% | $1,708.45万 | 加仓 |
| PGR | PROGRESSIVE CORP | $5,005.32万 | 0.19% | 229,129 | 63,822 | 38.6% | $1,394.19万 | 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 |
| GLW | CORNING INC | $4,961.55万 | 0.19% | 194,243 | 13,889 | 7.7% | $354.77万 | 加仓 |
| CCK | CROWN HLDGS INC | $4,892.63万 | 0.18% | 437,546 | -104,014 | -19.2% | -$1,163.08万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $4,762.11万 | 0.18% | 110,372 | -7,609 | -6.4% | -$328.30万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $4,746.75万 | 0.18% | 119,361 | -28,855 | -19.5% | -$1,147.50万 | 减仓 |
| BNY | BANK OF NY MELLON CORP | $4,663.51万 | 0.18% | 322,489 | -25,274 | -7.3% | -$365.49万 | 减仓 |
| DIS | DISNEY WALT CO | $4,607.66万 | 0.17% | 478,718 | 16,952 | 3.7% | $163.16万 | 加仓 |
| BNS | BANK NOVA SCOTIA B C | $4,605.21万 | 0.17% | 530,031 | 93,971 | 21.6% | $816.47万 | 加仓 |
| CRM | SALESFORCE INC | $4,498.67万 | 0.17% | 287,161 | -185,322 | -39.2% | -$2,903.26万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $4,453.29万 | 0.17% | 490,775 | -1,306 | -0.3% | -$11.85万 | 减仓 |
| NEM | NEWMONT CORP | $4,434.31万 | 0.17% | 474,766 | -8,670 | -1.8% | -$80.98万 | 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 |
| SCHW | SCHWAB CHARLES CORP | $4,268.20万 | 0.16% | 462,577 | -1,519 | -0.3% | -$14.02万 | 减仓 |
| AZZ | AZZ INC | $4,225.09万 | 0.16% | 272,499 | -89,504 | -24.7% | -$1,387.76万 | 减仓 |
| FIX | COMFORT SYS USA INC | $4,187.86万 | 0.16% | 21,130 | 4,651 | 28.2% | $921.81万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $4,175.54万 | 0.16% | 169,586 | 1,820 | 1.1% | $44.81万 | 加仓 |
| FTNT | FORTINET INC | $4,164.61万 | 0.16% | 271,098 | -45,972 | -14.5% | -$706.22万 | 减仓 |
| IQV | IQVIA HLDGS INC | $4,157.88万 | 0.16% | 215,189 | -13,537 | -5.9% | -$261.56万 | 减仓 |
| MCD | MCDONALDS CORP | $4,106.79万 | 0.15% | 151,929 | 4,165 | 2.8% | $112.58万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $4,079.90万 | 0.15% | 29,514 | 2,223 | 8.1% | $307.30万 | 加仓 |
| SNDK | SANDISK CORP | $4,060.19万 | 0.15% | 17,857 | -7,352 | -29.2% | -$1,671.64万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $4,007.00万 | 0.15% | 302,370 | -210,163 | -41.0% | -$2,785.08万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $3,994.43万 | 0.15% | 118,091 | 2,696 | 2.3% | $91.19万 | 加仓 |
| MFC | MANULIFE FINL CORP | $3,884.56万 | 0.15% | 958,149 | -18,339 | -1.9% | -$74.35万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $3,876.69万 | 0.15% | 182,906 | 42,955 | 30.7% | $910.43万 | 加仓 |
| T | AT&T INC | $3,866.09万 | 0.15% | 1,867,679 | -32,588 | -1.7% | -$67.46万 | 减仓 |
| PFE | PFIZER INC | $3,859.96万 | 0.15% | 1,602,973 | 270,803 | 20.3% | $652.09万 | 加仓 |
| FSLR | FIRST SOLAR INC | $3,765.61万 | 0.14% | 159,587 | -17,669 | -10.0% | -$416.92万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $3,713.44万 | 0.14% | 386,334 | -85,449 | -18.1% | -$821.34万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $3,691.55万 | 0.14% | 80,403 | 5,715 | 7.7% | $262.39万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $3,686.35万 | 0.14% | 296,235 | 6,855 | 2.4% | $85.30万 | 加仓 |
| CMI | CUMMINS INC | $3,670.11万 | 0.14% | 51,459 | 10,402 | 25.3% | $741.88万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3,660.39万 | 0.14% | 42,659 | 28,371 | 198.6% | $2,434.40万 | 加仓 |
| STT | STATE STR CORP | $3,612.61万 | 0.14% | 213,008 | -22,514 | -9.6% | -$381.84万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $3,563.22万 | 0.13% | 159,321 | -24,879 | -13.5% | -$556.42万 | 减仓 |
| DE | DEERE & CO | $3,503.53万 | 0.13% | 55,232 | 1,132 | 2.1% | $71.81万 | 加仓 |
| APP | APPLOVIN CORP | $3,383.57万 | 0.13% | 65,671 | -2,706 | -4.0% | -$139.42万 | 减仓 |
| WELL | WELLTOWER INC | $3,353.39万 | 0.13% | 147,746 | 4,412 | 3.1% | $100.14万 | 加仓 |
| NU | NU HLDGS LTD | $3,297.65万 | 0.12% | 2,468,302 | 97,638 | 4.1% | $130.44万 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $3,258.07万 | 0.12% | 177,930 | 130,582 | 275.8% | $2,391.08万 | 加仓 |
| CM | CANADIAN IMPERIAL BANK OF CO | $3,246.77万 | 0.12% | 282,047 | 37,297 | 15.2% | $429.34万 | 加仓 |
| ZS | ZSCALER INC | $3,228.62万 | 0.12% | 228,737 | -199,187 | -46.5% | -$2,811.52万 | 减仓 |
| CBRE | CBRE GROUP INC | $3,209.03万 | 0.12% | 238,253 | -58,078 | -19.6% | -$782.25万 | 减仓 |
| PLD | PROLOGIS INC. | $3,199.42万 | 0.12% | 236,172 | 29,782 | 14.4% | $403.46万 | 加仓 |
| MGA | MAGNA INTL INC | $3,161.01万 | 0.12% | 481,034 | -408,021 | -45.9% | -$2,681.22万 | 减仓 |
| BWA | BORGWARNER INC | $3,159.66万 | 0.12% | 475,853 | -462,785 | -49.3% | -$3,072.89万 | 减仓 |
| DHR | DANAHER CORP DEL | $3,132.10万 | 0.12% | 164,432 | 34,488 | 26.5% | $656.93万 | 加仓 |
| EG | EVEREST GROUP LTD | $3,127.29万 | 0.12% | 87,543 | -24,481 | -21.9% | -$874.53万 | 减仓 |
| F | FORD MTR CO | $3,120.06万 | 0.12% | 2,244,653 | 134,178 | 6.4% | $186.51万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $3,098.02万 | 0.12% | 114,542 | -2,431 | -2.1% | -$65.75万 | 减仓 |
| VEEV | VEEVA SYS INC | $3,083.84万 | 0.12% | 173,767 | -82,203 | -32.1% | -$1,458.85万 | 减仓 |
| TENB | TENABLE HLDGS INC | $3,073.61万 | 0.12% | 833,411 | -286,038 | -25.6% | -$1,054.91万 | 减仓 |
| VTR | VENTAS INC | $3,072.03万 | 0.12% | 345,950 | -60,404 | -14.9% | -$536.39万 | 减仓 |
| RACE | FERRARI N V | $3,069.41万 | 0.12% | 82,772 | -26,536 | -24.3% | -$984.03万 | 减仓 |
| BLK | BLACKROCK INC | $3,042.66万 | 0.11% | 31,643 | -2,514 | -7.4% | -$241.74万 | 减仓 |
| TER | TERADYNE INC | $3,009.29万 | 0.11% | 62,196 | -4,531 | -6.8% | -$219.23万 | 减仓 |
| NTRS | NORTHERN TR CORP | $3,004.95万 | 0.11% | 172,857 | 13,125 | 8.2% | $228.16万 | 加仓 |
| PSA | PUBLIC STORAGE | $3,002.08万 | 0.11% | 94,313 | -2,045 | -2.1% | -$65.09万 | 减仓 |
| PWR | QUANTA SVCS INC | $2,996.37万 | 0.11% | 41,614 | 9,777 | 30.7% | $703.98万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $2,978.92万 | 0.11% | 176,754 | 97,177 | 122.1% | $1,637.77万 | 加仓 |
| STE | STERIS PLC | $2,943.68万 | 0.11% | 139,796 | 1,144 | 0.8% | $24.09万 | 加仓 |
| BAP | CREDICORP LTD | $2,926.79万 | 0.11% | 75,127 | 23,195 | 44.7% | $903.63万 | 加仓 |
| MDT | MEDTRONIC PLC | $2,876.24万 | 0.11% | 367,665 | -51,687 | -12.3% | -$404.35万 | 减仓 |
| RMD | RESMED INC | $2,859.47万 | 0.11% | 146,730 | 6,700 | 4.8% | $130.57万 | 加仓 |
| INTU | INTUIT | $2,828.93万 | 0.11% | 108,388 | 20,894 | 23.9% | $545.33万 | 加仓 |
| VLTO | VERALTO CORP | $2,822.14万 | 0.11% | 318,239 | -27,404 | -7.9% | -$243.02万 | 减仓 |
| WPC | WP CAREY INC | $2,819.01万 | 0.11% | 394,267 | 117,098 | 42.2% | $837.25万 | 加仓 |
| YUM | YUM BRANDS INC | $2,813.49万 | 0.11% | 175,997 | 77,686 | 79.0% | $1,241.89万 | 加仓 |
| CSX | CSX CORP | $2,800.03万 | 0.11% | 589,109 | 207,832 | 54.5% | $987.83万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW | $2,789.25万 | 0.11% | 196,248 | -30,600 | -13.5% | -$434.91万 | 减仓 |
| ALC | ALCON AG | $2,746.11万 | 0.10% | 405,694 | -370,086 | -47.7% | -$2,505.08万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $2,737.92万 | 0.10% | 135,803 | -39,993 | -22.7% | -$806.30万 | 减仓 |
| DOCU | DOCUSIGN INC | $2,716.21万 | 0.10% | 611,484 | 611,484 | — | $2,716.21万 | 新建仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $2,712.35万 | 0.10% | 121,114 | -1,034 | -0.8% | -$23.16万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $2,704.72万 | 0.10% | 374,823 | -18,033 | -4.6% | -$130.13万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $2,669.00万 | 0.10% | 98,143 | -65,465 | -40.0% | -$1,780.32万 | 减仓 |
| DDOG | DATADOG INC | $2,657.21万 | 0.10% | 102,059 | 28,313 | 38.4% | $737.16万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $2,650.64万 | 0.10% | 71,525 | 1,879 | 2.7% | $69.63万 | 加仓 |
| LOW | LOWES COS INC | $2,622.09万 | 0.10% | 118,921 | 3,347 | 2.9% | $73.80万 | 加仓 |
| GLPI | GAMING & LEISURE P | $2,606.92万 | 0.10% | 585,429 | -42,511 | -6.8% | -$189.30万 | 减仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $2,573.72万 | 0.10% | 209,963 | -22,453 | -9.7% | -$275.23万 | 减仓 |
| OKTA | OKTA INC | $2,570.59万 | 0.10% | 188,391 | 153,577 | 441.1% | $2,095.56万 | 加仓 |
| DXCM | DEXCOM INC | $2,557.81万 | 0.10% | 379,779 | 2,715 | 0.7% | $18.29万 | 加仓 |
| NTRA | NATERA INC | $2,551.90万 | 0.10% | 94,010 | 8,936 | 10.5% | $242.57万 | 加仓 |
| GEN | GEN DIGITAL INC | $2,514.28万 | 0.09% | 1,010,157 | -24,538 | -2.4% | -$61.08万 | 减仓 |
| LOGI | LOGITECH INTL S A | $2,485.79万 | 0.09% | 264,738 | -41,396 | -13.5% | -$388.69万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $2,484.09万 | 0.09% | 443,035 | 172,726 | 63.9% | $968.47万 | 加仓 |
| SBUX | STARBUCKS CORP | $2,450.66万 | 0.09% | 239,814 | 4,596 | 2.0% | $46.97万 | 加仓 |
| JLL | JONES LANG LASALLE INC | $2,419.96万 | 0.09% | 78,076 | 12,944 | 19.9% | $401.20万 | 加仓 |
| SNPS | SYNOPSYS INC | $2,409.09万 | 0.09% | 54,007 | -5,608 | -9.4% | -$250.16万 | 减仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $2,381.37万 | 0.09% | 341,465 | 0 | 0.0% | — | 不变 |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $2,358.32万 | 0.09% | 412,150 | 118,873 | 40.5% | $680.19万 | 加仓 |
| CI | THE CIGNA GROUP | $2,353.62万 | 0.09% | 85,375 | 2,490 | 3.0% | $68.64万 | 加仓 |
| FDX | FEDEX CORP | $2,348.94万 | 0.09% | 75,015 | 1,897 | 2.6% | $59.40万 | 加仓 |
| HSY | HERSHEY CO | $2,341.96万 | 0.09% | 133,483 | 4,610 | 3.6% | $80.88万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $2,306.50万 | 0.09% | 371,717 | -65,800 | -15.0% | -$408.29万 | 减仓 |