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 |
|---|---|---|---|---|---|---|---|---|
| SHW | SHERWIN WILLIAMS CO | $2,293.51万 | 0.09% | 66,610 | 14,191 | 27.1% | $488.62万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $2,290.22万 | 0.09% | 932,881 | -10,644 | -1.1% | -$26.13万 | 减仓 |
| AU | ANGLOGOLD ASHANTI PLC | $2,286.10万 | 0.09% | 282,207 | 9,464 | 3.5% | $76.67万 | 加仓 |
| BNTX | BIONTECH SE | $2,282.44万 | 0.09% | 245,068 | 44,960 | 22.5% | $418.73万 | 加仓 |
| FLEX | FLEX LTD | $2,260.78万 | 0.09% | 139,494 | -34,823 | -20.0% | -$564.38万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,228.03万 | 0.08% | 57,612 | 10,032 | 21.1% | $387.97万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $2,212.79万 | 0.08% | 132,765 | 34,003 | 34.4% | $566.73万 | 加仓 |
| MMM | 3M CO | $2,211.04万 | 0.08% | 136,560 | 27,786 | 25.5% | $449.88万 | 加仓 |
| BMO | BANK MONTREAL MEDIUM | $2,205.68万 | 0.08% | 124,839 | -49,311 | -28.3% | -$871.24万 | 减仓 |
| PCAR | PACCAR INC | $2,182.57万 | 0.08% | 181,699 | 23,036 | 14.5% | $276.71万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $2,159.78万 | 0.08% | 148,153 | -7,651 | -4.9% | -$111.54万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $2,142.48万 | 0.08% | 2,447,150 | 0 | 0.0% | — | 不变 |
| DSGX | DESCARTES SYS GROUP INC | $2,076.99万 | 0.08% | 299,986 | -19,418 | -6.1% | -$134.44万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $2,072.03万 | 0.08% | 88,890 | 9,277 | 11.7% | $216.25万 | 加仓 |
| SHOP | SHOPIFY INC | $2,065.20万 | 0.08% | 180,576 | -36,735 | -16.9% | -$420.13万 | 减仓 |
| AME | AMETEK INC | $2,044.92万 | 0.08% | 84,522 | -23,806 | -22.0% | -$575.96万 | 减仓 |
| CIEN | CIENA CORP | $2,036.90万 | 0.08% | 41,522 | 4,043 | 10.8% | $198.33万 | 加仓 |
| ROST | ROSS STORES INC | $2,029.50万 | 0.08% | 95,349 | 19,143 | 25.1% | $407.46万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2,018.75万 | 0.08% | 123,418 | 16,078 | 15.0% | $262.99万 | 加仓 |
| ALAB | ASTERA LABS INC | $1,998.16万 | 0.08% | 41,368 | 4,638 | 12.6% | $224.02万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $1,970.12万 | 0.07% | 340,615 | 62,775 | 22.6% | $363.09万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $1,945.73万 | 0.07% | 179,728 | 26,414 | 17.2% | $285.96万 | 加仓 |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $1,944.97万 | 0.07% | 170,000 | 82,377 | 94.0% | $942.47万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1,930.42万 | 0.07% | 60,795 | 801 | 1.3% | $25.43万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1,926.94万 | 0.07% | 83,937 | 28,342 | 51.0% | $650.65万 | 加仓 |
| CTAS | CINTAS CORP | $1,918.40万 | 0.07% | 112,794 | -19,442 | -14.7% | -$330.67万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $1,900.54万 | 0.07% | 116,376 | -10,204 | -8.1% | -$166.64万 | 减仓 |
| URI | UNITED RENTALS INC | $1,880.37万 | 0.07% | 16,598 | -1,413 | -7.8% | -$160.08万 | 减仓 |
| CTVA | CORTEVA INC | $1,879.30万 | 0.07% | 221,904 | 37,336 | 20.2% | $316.20万 | 加仓 |
| WDAY | WORKDAY INC | $1,877.91万 | 0.07% | 153,399 | 78,341 | 104.4% | $959.05万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,873.71万 | 0.07% | 66,673 | 8,521 | 14.7% | $239.47万 | 加仓 |
| ORKA | ORUKA THERAPEUTICS INC | $1,872.49万 | 0.07% | 196,753 | 196,753 | — | $1,872.49万 | 新建仓 |
| CME | CME GROUP INC | $1,870.32万 | 0.07% | 84,695 | 2,138 | 2.6% | $47.21万 | 加仓 |
| PODD | INSULET CORP | $1,859.59万 | 0.07% | 122,141 | 4,430 | 3.8% | $67.45万 | 加仓 |
| ECL | ECOLAB INC | $1,852.42万 | 0.07% | 66,488 | 5,773 | 9.5% | $160.84万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,848.89万 | 0.07% | 61,080 | 14,851 | 32.1% | $449.54万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $1,817.07万 | 0.07% | 300,328 | -93,682 | -23.8% | -$566.80万 | 减仓 |
| NET | CLOUDFLARE INC | $1,807.74万 | 0.07% | 73,701 | 4,816 | 7.0% | $118.13万 | 加仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $1,807.57万 | 0.07% | 61,654 | 9,189 | 17.5% | $269.40万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,800.69万 | 0.07% | 34,205 | -2,322 | -6.4% | -$122.24万 | 减仓 |
| BX | BLACKSTONE INC | $1,799.90万 | 0.07% | 152,962 | -457 | -0.3% | -$5.38万 | 减仓 |
| INSM | INSMED INC | $1,793.21万 | 0.07% | 168,187 | 2,611 | 1.6% | $27.84万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $1,788.63万 | 0.07% | 206,379 | 66,796 | 47.9% | $578.90万 | 加仓 |
| TMUS | T-MOBILE US INC | $1,787.05万 | 0.07% | 106,543 | -1,801 | -1.7% | -$30.21万 | 减仓 |
| HON | HONEYWELL INTL INC | $1,785.85万 | 0.07% | 79,761 | 79,761 | — | $1,785.85万 | 新建仓 |
| FFIV | F5 INC | $1,782.10万 | 0.07% | 42,843 | 16,599 | 63.2% | $690.45万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $1,767.44万 | 0.07% | 433,681 | 236,956 | 120.5% | $965.70万 | 加仓 |
| KKR | KKR & CO INC | $1,766.37万 | 0.07% | 192,457 | 21,711 | 12.7% | $199.26万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $1,763.35万 | 0.07% | 79,761 | 79,761 | — | $1,763.35万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $1,728.08万 | 0.07% | 111,264 | 9,698 | 9.5% | $150.62万 | 加仓 |
| VRSN | VERISIGN INC | $1,719.46万 | 0.06% | 68,352 | -3,855 | -5.3% | -$96.98万 | 减仓 |
| WAB | WABTEC | $1,714.74万 | 0.06% | 63,603 | 7,493 | 13.4% | $202.01万 | 加仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,691.32万 | 0.06% | 90,310 | 20,680 | 29.7% | $387.29万 | 加仓 |
| JBL | JABIL INC | $1,660.61万 | 0.06% | 43,079 | -779 | -1.8% | -$30.03万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,647.51万 | 0.06% | 178,902 | 3,642 | 2.1% | $33.54万 | 加仓 |
| TGT | TARGET CORP | $1,632.93万 | 0.06% | 125,023 | 23,019 | 22.6% | $300.65万 | 加仓 |
| FAST | FASTENAL CO | $1,629.75万 | 0.06% | 339,320 | 94,176 | 38.4% | $452.33万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $1,628.37万 | 0.06% | 151,476 | 3,113 | 2.1% | $33.46万 | 加仓 |
| APH | AMPHENOL CORP | $1,620.01万 | 0.06% | 91,879 | -36,533 | -28.4% | -$644.15万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,613.67万 | 0.06% | 143,501 | -92,140 | -39.1% | -$1,036.12万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1,599.81万 | 0.06% | 169,220 | 2,651 | 1.6% | $25.06万 | 加仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $1,598.28万 | 0.06% | 176,100 | 26,384 | 17.6% | $239.46万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $1,596.38万 | 0.06% | 479,827 | -113,692 | -19.2% | -$378.25万 | 减仓 |
| NTCT | NETSCOUT SYS INC | $1,592.56万 | 0.06% | 365,685 | -79,003 | -17.8% | -$344.06万 | 减仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $1,589.03万 | 0.06% | 65,943 | 19,581 | 42.2% | $471.84万 | 加仓 |
| ALLY | ALLY FINL INC | $1,583.20万 | 0.06% | 344,549 | 257,854 | 297.4% | $1,184.84万 | 加仓 |
| MCO | MOODYS CORP | $1,580.06万 | 0.06% | 34,886 | -85 | -0.2% | -$3.85万 | 减仓 |
| O | REALTY INCOME CORP | $1,563.57万 | 0.06% | 252,351 | 65,992 | 35.4% | $408.89万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $1,560.36万 | 0.06% | 16,680 | -1,030 | -5.8% | -$96.35万 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $1,542.24万 | 0.06% | 476,442 | -332,019 | -41.1% | -$1,074.74万 | 减仓 |
| NSC | NORFOLK SOUTHN CORP | $1,540.08万 | 0.06% | 48,955 | 1,133 | 2.4% | $35.64万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $1,529.61万 | 0.06% | 24,531 | 2,834 | 13.1% | $176.71万 | 加仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,520.32万 | 0.06% | 50,504 | 20,351 | 67.5% | $612.63万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1,509.80万 | 0.06% | 122,638 | 1,459 | 1.2% | $17.96万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $1,507.52万 | 0.06% | 150,331 | 3,484 | 2.4% | $34.94万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $1,505.09万 | 0.06% | 319,147 | 31,117 | 10.8% | $146.75万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $1,497.84万 | 0.06% | 164,237 | 31,570 | 23.8% | $287.92万 | 加仓 |
| AON | AON PLC | $1,490.18万 | 0.06% | 44,927 | -21,972 | -32.8% | -$728.79万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $1,485.00万 | 0.06% | 82,693 | 2,438 | 3.0% | $43.78万 | 加仓 |
| CRH | CRH PLC | $1,479.66万 | 0.06% | 138,286 | 3,412 | 2.5% | $36.51万 | 加仓 |
| MSCI | MSCI INC | $1,460.75万 | 0.05% | 26,083 | -12,980 | -33.2% | -$726.93万 | 减仓 |
| EME | EMCOR GROUP INC | $1,449.14万 | 0.05% | 17,462 | -6,995 | -28.6% | -$580.50万 | 减仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $1,429.72万 | 0.05% | 42,705 | 42,705 | — | $1,429.72万 | 新建仓 |
| DASH | DOORDASH INC | $1,423.87万 | 0.05% | 77,162 | -6,495 | -7.8% | -$119.85万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,414.47万 | 0.05% | 29,618 | -10,603 | -26.4% | -$506.37万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $1,408.09万 | 0.05% | 59,273 | -18,731 | -24.0% | -$444.97万 | 减仓 |
| P | EVERPURE INC | $1,405.09万 | 0.05% | 178,334 | -18,776 | -9.5% | -$147.94万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $1,403.74万 | 0.05% | 52,211 | -12,958 | -19.9% | -$348.39万 | 减仓 |
| KRYS | KRYSTAL BIOTECH INC | $1,402.35万 | 0.05% | 37,731 | -8,612 | -18.6% | -$320.08万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $1,397.79万 | 0.05% | 75,499 | 23,098 | 44.1% | $427.64万 | 加仓 |
| NUE | NUCOR CORP | $1,366.66万 | 0.05% | 61,354 | 10,053 | 19.6% | $223.93万 | 加仓 |
| COO | COOPER COS INC | $1,342.73万 | 0.05% | 187,245 | -131,956 | -41.3% | -$946.25万 | 减仓 |
| — | WARNER BROS DISCOVERY INC | $1,332.45万 | 0.05% | 499,794 | 19,416 | 4.0% | $51.76万 | 加仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,321.45万 | 0.05% | 339,879 | 235,212 | 224.7% | $914.50万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1,320.74万 | 0.05% | 41,677 | -10,975 | -20.8% | -$347.80万 | 减仓 |
| GPCR | STRUCTURE THERAPEUTICS INC | $1,315.14万 | 0.05% | 245,043 | 0 | 0.0% | — | 不变 |
| ONTO | ONTO INNOVATION INC | $1,309.43万 | 0.05% | 34,600 | 34,600 | — | $1,309.43万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,300.24万 | 0.05% | 170,189 | -1,954 | -1.1% | -$14.93万 | 减仓 |
| OMC | OMNICOM GROUP INC | $1,299.56万 | 0.05% | 178,437 | -36,631 | -17.0% | -$266.78万 | 减仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $1,289.53万 | 0.05% | 158,205 | 0 | 0.0% | — | 不变 |