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 |
|---|---|---|---|---|---|---|---|---|
| RSG | REPUBLIC SVCS INC | $1,280.55万 | 0.05% | 60,097 | 13,396 | 28.7% | $285.44万 | 加仓 |
| EBAY | EBAY INC. | $1,262.05万 | 0.05% | 112,935 | 11,851 | 11.7% | $132.43万 | 加仓 |
| SCCO | SOUTHERN COPPER CORP | $1,260.42万 | 0.05% | 72,330 | -32,074 | -30.7% | -$558.92万 | 减仓 |
| RDDT | REDDIT INC | $1,257.22万 | 0.05% | 72,429 | 16,057 | 28.5% | $278.72万 | 加仓 |
| HPQ | HP INC | $1,220.53万 | 0.05% | 556,305 | 122,095 | 28.1% | $267.88万 | 加仓 |
| FOX | FOX CORP | $1,215.07万 | 0.05% | 259,409 | 13,509 | 5.5% | $63.28万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $1,208.65万 | 0.05% | 164,779 | 9,075 | 5.8% | $66.57万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $1,197.00万 | 0.05% | 79,099 | 17,152 | 27.7% | $259.56万 | 加仓 |
| AFL | AFLAC INC | $1,193.84万 | 0.04% | 101,820 | -4,739 | -4.4% | -$55.56万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $1,173.48万 | 0.04% | 41,179 | -14,899 | -26.6% | -$424.58万 | 减仓 |
| RKLB | ROCKET LAB CORP | $1,148.72万 | 0.04% | 113,007 | 17,398 | 18.2% | $176.85万 | 加仓 |
| KGC | KINROSS GOLD CORP | $1,144.19万 | 0.04% | 483,417 | 68,758 | 16.6% | $162.74万 | 加仓 |
| FER | FERROVIAL NV | $1,129.38万 | 0.04% | 164,693 | 5,286 | 3.3% | $36.25万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $1,120.99万 | 0.04% | 65,609 | 65,609 | — | $1,120.99万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $1,120.17万 | 0.04% | 198,718 | 22,596 | 12.8% | $127.37万 | 加仓 |
| RDNT | RADNET INC | $1,111.90万 | 0.04% | 180,298 | 103,601 | 135.1% | $638.91万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,109.31万 | 0.04% | 48,505 | 0 | 0.0% | — | 不变 |
| FICO | FAIR ISAAC CORP | $1,096.93万 | 0.04% | 9,181 | 301 | 3.4% | $35.96万 | 加仓 |
| SNA | SNAP ON INC | $1,088.45万 | 0.04% | 27,049 | -14,610 | -35.1% | -$587.91万 | 减仓 |
| AZO | AUTOZONE INC | $1,083.10万 | 0.04% | 3,389 | 30 | 0.9% | $9.59万 | 加仓 |
| PAYX | PAYCHEX INC | $1,082.83万 | 0.04% | 110,122 | -23,165 | -17.4% | -$227.78万 | 减仓 |
| APO | APOLLO GLOBAL MGMT INC | $1,081.38万 | 0.04% | 91,402 | 5,346 | 6.2% | $63.25万 | 加仓 |
| ATO | ATMOS ENERGY CORP | $1,074.90万 | 0.04% | 62,396 | -15,551 | -20.0% | -$267.90万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $1,073.35万 | 0.04% | 56,884 | -593 | -1.0% | -$11.19万 | 减仓 |
| ENTG | ENTEGRIS INC | $1,072.92万 | 0.04% | 59,653 | 13,394 | 29.0% | $240.90万 | 加仓 |
| KMB | KIMBERLY-CLARK CORP | $1,069.18万 | 0.04% | 97,402 | 29,864 | 44.2% | $327.82万 | 加仓 |
| — | ELECTRONIC ARTS INC | $1,058.25万 | 0.04% | 51,612 | -2,069 | -3.9% | -$42.42万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1,057.11万 | 0.04% | 144,917 | 3,252 | 2.3% | $23.72万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $1,044.82万 | 0.04% | 121,054 | -26,169 | -17.8% | -$225.86万 | 减仓 |
| BIIB | BIOGEN INC | $1,036.55万 | 0.04% | 47,975 | 6,106 | 14.6% | $131.93万 | 加仓 |
| EIX | EDISON INTL | $1,034.42万 | 0.04% | 138,942 | 40,309 | 40.9% | $300.10万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $1,028.90万 | 0.04% | 86,249 | 3,286 | 4.0% | $39.20万 | 加仓 |
| XYZ | BLOCK INC | $1,027.13万 | 0.04% | 135,149 | 19,783 | 17.1% | $150.35万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1,025.69万 | 0.04% | 150,992 | 1,044 | 0.7% | $7.09万 | 加仓 |
| NKE | NIKE INC | $1,023.70万 | 0.04% | 249,380 | 2,789 | 1.1% | $11.45万 | 加仓 |
| DHI | D R HORTON INC | $1,011.81万 | 0.04% | 62,120 | 6,685 | 12.1% | $108.89万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $1,011.49万 | 0.04% | 104,213 | -70,768 | -40.4% | -$686.87万 | 减仓 |
| HUM | HUMANA INC | $1,002.03万 | 0.04% | 25,226 | 998 | 4.1% | $39.64万 | 加仓 |
| XYL | XYLEM INC | $983.07万 | 0.04% | 83,163 | -474,999 | -85.1% | -$5,614.97万 | 减仓 |
| DFTX | DEFINIUM THERAPEUTICS INC | $979.62万 | 0.04% | 208,254 | 208,254 | — | $979.62万 | 新建仓 |
| L | LOEWS CORP | $975.98万 | 0.04% | 86,210 | 11,934 | 16.1% | $135.10万 | 加仓 |
| GRMN | GARMIN LTD | $971.49万 | 0.04% | 40,898 | 5,710 | 16.2% | $135.64万 | 加仓 |
| B | BARRICK MNG CORP | $968.05万 | 0.04% | 263,361 | 15,448 | 6.2% | $56.78万 | 加仓 |
| IRM | IRON MTN INC DEL | $958.35万 | 0.04% | 75,873 | 6,643 | 9.6% | $83.91万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $957.10万 | 0.04% | 38,287 | -5,499 | -12.6% | -$137.46万 | 减仓 |
| PTC | PTC INC | $955.69万 | 0.04% | 84,120 | -13,691 | -14.0% | -$155.54万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $955.48万 | 0.04% | 128,287 | -107,526 | -45.6% | -$800.85万 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $947.33万 | 0.04% | 39,916 | 1,177 | 3.0% | $27.93万 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $938.63万 | 0.04% | 107,839 | -1,204 | -1.1% | -$10.48万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $935.51万 | 0.04% | 164,673 | 164,673 | — | $935.51万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $933.81万 | 0.04% | 16,657 | 813 | 5.1% | $45.58万 | 加仓 |
| NAMS | NEWAMSTERDAM PHARMA COMPANY | $924.02万 | 0.03% | 272,654 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $922.33万 | 0.03% | 271,274 | 8,858 | 3.4% | $30.12万 | 加仓 |
| VICI | VICI PPTYS INC | $919.43万 | 0.03% | 346,300 | -355,577 | -50.7% | -$944.06万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $908.55万 | 0.03% | 318,565 | -184,969 | -36.7% | -$527.53万 | 减仓 |
| SE | SEA LTD | $908.24万 | 0.03% | 94,776 | -8,196 | -8.0% | -$78.54万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $908.22万 | 0.03% | 234,501 | -40,726 | -14.8% | -$157.73万 | 减仓 |
| IONS | IONIS PHARMACEUTICALS INC | $906.55万 | 0.03% | 114,334 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC | $899.69万 | 0.03% | 123,271 | -47,445 | -27.8% | -$346.28万 | 减仓 |
| CNC | CENTENE CORP DEL | $897.40万 | 0.03% | 139,803 | 29,618 | 26.9% | $190.12万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $891.82万 | 0.03% | 53,502 | -65 | -0.1% | -$1.08万 | 减仓 |
| TWLO | TWILIO INC | $891.32万 | 0.03% | 43,199 | 3,798 | 9.6% | $78.36万 | 加仓 |
| AMP | AMERIPRISE FINL INC | $883.62万 | 0.03% | 19,261 | -2,632 | -12.0% | -$120.75万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $882.72万 | 0.03% | 228,093 | 63,656 | 38.7% | $246.35万 | 加仓 |
| ESS | ESSEX PPTY TR INC | $871.22万 | 0.03% | 29,878 | -133 | -0.4% | -$3.88万 | 减仓 |
| CVNA | CARVANA CO | $867.88万 | 0.03% | 131,857 | 712 | 0.5% | $4.69万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $862.59万 | 0.03% | 263,547 | 2,193 | 0.8% | $7.18万 | 加仓 |
| ILMN | ILLUMINA INC | $858.19万 | 0.03% | 48,808 | -20,006 | -29.1% | -$351.77万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $852.55万 | 0.03% | 963,338 | 482 | 0.1% | $4,266 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $852.00万 | 0.03% | 114,317 | -6,495 | -5.4% | -$48.41万 | 减仓 |
| KVUE | KENVUE INC | $844.08万 | 0.03% | 441,695 | 3,823 | 0.9% | $7.31万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $825.13万 | 0.03% | 191,091 | 4,865 | 2.6% | $21.01万 | 加仓 |
| SYY | SYSCO CORP | $820.19万 | 0.03% | 98,132 | 4,737 | 5.1% | $39.59万 | 加仓 |
| NDAQ | NASDAQ INC | $817.25万 | 0.03% | 103,686 | 173 | 0.2% | $1.36万 | 加仓 |
| VMC | VULCAN MATLS CO | $814.26万 | 0.03% | 27,601 | 436 | 1.6% | $12.86万 | 加仓 |
| — | CRINETICS PHARMACEUTICALS IN | $800.38万 | 0.03% | 213,891 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP | $795.55万 | 0.03% | 33,425 | 406 | 1.2% | $9.66万 | 加仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $788.48万 | 0.03% | 194,063 | -12,449 | -6.0% | -$50.58万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $786.94万 | 0.03% | 81,228 | -13,620 | -14.4% | -$131.95万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $784.27万 | 0.03% | 78,988 | 26,450 | 50.3% | $262.62万 | 加仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $778.57万 | 0.03% | 72,237 | 23,369 | 47.8% | $251.87万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $774.34万 | 0.03% | 33,746 | 3,459 | 11.4% | $79.37万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $773.07万 | 0.03% | 35,691 | -779 | -2.1% | -$16.87万 | 减仓 |
| PRU | PRUDENTIAL FINL INC | $772.75万 | 0.03% | 71,597 | -4,886 | -6.4% | -$52.73万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $772.30万 | 0.03% | 15,434 | -12,519 | -44.8% | -$626.44万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $767.16万 | 0.03% | 57,755 | 2,485 | 4.5% | $33.01万 | 加仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $765.98万 | 0.03% | 50,727 | 50,727 | — | $765.98万 | 新建仓 |
| OTIS | OTIS WORLDWIDE CORP | $757.62万 | 0.03% | 105,813 | 4,444 | 4.4% | $31.82万 | 加仓 |
| GD | GENERAL DYNAMICS CORP | $750.67万 | 0.03% | 21,191 | 1,566 | 8.0% | $55.47万 | 加仓 |
| CFG | CITIZENS FINL GROUP INC | $748.38万 | 0.03% | 106,805 | 20,123 | 23.2% | $141.00万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $744.20万 | 0.03% | 74,368 | -181 | -0.2% | -$1.81万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $742.89万 | 0.03% | 30,613 | 6,835 | 28.7% | $165.86万 | 加仓 |
| WAT | WATERS CORP | $740.25万 | 0.03% | 19,738 | 877 | 4.6% | $32.89万 | 加仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $735.46万 | 0.03% | 414,813 | 15,311 | 3.8% | $27.15万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $732.55万 | 0.03% | 21,648 | 115 | 0.5% | $3.89万 | 加仓 |
| HUBB | HUBBELL INC | $729.71万 | 0.03% | 13,947 | 467 | 3.5% | $24.43万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $728.95万 | 0.03% | 12,640 | 424 | 3.5% | $24.45万 | 加仓 |
| CSL | CARLISLE COS INC | $715.42万 | 0.03% | 19,722 | -611 | -3.0% | -$22.16万 | 减仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $714.86万 | 0.03% | 789,901 | 507,799 | 180.0% | $459.56万 | 加仓 |
| SLF | SUN LIFE FINANCIAL INC. | $714.09万 | 0.03% | 90,986 | 630 | 0.7% | $4.94万 | 加仓 |