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 |
|---|---|---|---|---|---|---|---|---|
| HAS | HASBRO INC | $414.52万 | 0.02% | 50,190 | 50,190 | — | $414.52万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $414.29万 | 0.02% | 106,091 | 73,191 | 222.5% | $285.81万 | 加仓 |
| NVR | NVR INC | $414.25万 | 0.02% | 608 | -429 | -41.4% | -$292.29万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $413.07万 | 0.02% | 14,124 | -69,930 | -83.2% | -$2,045.17万 | 减仓 |
| DOW | DOW HLDGS INC | $412.05万 | 0.02% | 150,602 | -8,843 | -5.5% | -$24.19万 | 减仓 |
| IONQ | IONQ INC | $409.23万 | 0.02% | 76,837 | 16,229 | 26.8% | $86.44万 | 加仓 |
| GIS | GENERAL MILLS INC | $407.81万 | 0.02% | 117,186 | 1,598 | 1.4% | $5.56万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $406.18万 | 0.02% | 106,608 | 858 | 0.8% | $3.27万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $403.18万 | 0.02% | 4,122 | -968 | -19.0% | -$94.68万 | 减仓 |
| HEI/A | HEICO CORP NEW | $401.54万 | 0.02% | 15,569 | 15,569 | — | $401.54万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $399.11万 | 0.02% | 126,262 | 22,423 | 21.6% | $70.88万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $397.92万 | 0.01% | 50,401 | 608 | 1.2% | $4.80万 | 加仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $396.81万 | 0.01% | 1,907 | 29 | 1.5% | $6.03万 | 加仓 |
| HNI | HNI CORP | $396.59万 | 0.01% | 98,142 | -32,592 | -24.9% | -$131.70万 | 减仓 |
| AVY | AVERY DENNISON CORP | $393.86万 | 0.01% | 24,260 | 2,690 | 12.5% | $43.67万 | 加仓 |
| BRO | BROWN & BROWN INC | $390.00万 | 0.01% | 60,795 | 1,141 | 1.9% | $7.32万 | 加仓 |
| ROL | ROLLINS INC | $385.88万 | 0.01% | 92,449 | -86,173 | -48.2% | -$359.69万 | 减仓 |
| EFX | EQUIFAX INC | $384.36万 | 0.01% | 24,216 | 253 | 1.1% | $4.02万 | 加仓 |
| CDW | CDW CORP | $380.01万 | 0.01% | 27,020 | -58 | -0.2% | -$8,157 | 减仓 |
| FTI | TECHNIPFMC PLC | $379.18万 | 0.01% | 57,192 | 57,192 | — | $379.18万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $379.00万 | 0.01% | 30,079 | 30,079 | — | $379.00万 | 新建仓 |
| CNO | CNO FINL GROUP INC | $374.47万 | 0.01% | 73,454 | 73,454 | — | $374.47万 | 新建仓 |
| PNR | PENTAIR PLC | $374.21万 | 0.01% | 48,814 | -33,233 | -40.5% | -$254.76万 | 减仓 |
| CDE | COEUR MNG INC | $370.34万 | 0.01% | 226,921 | 153,841 | 210.5% | $251.07万 | 加仓 |
| LII | LENNOX INTL INC | $369.09万 | 0.01% | 6,442 | 339 | 5.6% | $19.42万 | 加仓 |
| TAL | TAL ED GROUP | $366.40万 | 0.01% | 382,868 | -761,346 | -66.5% | -$728.61万 | 减仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $364.28万 | 0.01% | 36,110 | 22 | 0.1% | $2,219 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $363.67万 | 0.01% | 20,609 | 13 | 0.1% | $2,294 | 加仓 |
| FG | F&G ANNUITIES & LIFE INC | $363.42万 | 0.01% | 136,674 | -92,787 | -40.4% | -$246.72万 | 减仓 |
| GPN | GLOBAL PMTS INC | $359.48万 | 0.01% | 49,542 | 214 | 0.4% | $1.55万 | 加仓 |
| STLA | STELLANTIS N.V | $359.05万 | 0.01% | 631,180 | 5,281 | 0.8% | $3.00万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $355.31万 | 0.01% | 4,689 | 2,125 | 82.9% | $161.02万 | 加仓 |
| DAC | DANAOS CORPORATION | $354.49万 | 0.01% | 28,969 | 25,092 | 647.2% | $307.05万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $348.83万 | 0.01% | 201,055 | 30,897 | 18.2% | $53.61万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $346.71万 | 0.01% | 40,273 | 749 | 1.9% | $6.45万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $346.09万 | 0.01% | 117,998 | 10,715 | 10.0% | $31.43万 | 加仓 |
| LEN | LENNAR CORP | $344.67万 | 0.01% | 38,089 | -4,238 | -10.0% | -$38.35万 | 减仓 |
| IEX | IDEX CORP | $344.01万 | 0.01% | 15,158 | 96 | 0.6% | $2.18万 | 加仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $343.58万 | 0.01% | 25,088 | -10,003 | -28.5% | -$136.99万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $343.50万 | 0.01% | 15,145 | 2,758 | 22.3% | $62.55万 | 加仓 |
| IOT | SAMSARA INC | $340.70万 | 0.01% | 105,058 | 15,965 | 17.9% | $51.77万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $338.89万 | 0.01% | 226,837 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $335.96万 | 0.01% | 111,208 | 724 | 0.7% | $2.19万 | 加仓 |
| HUBS | HUBSPOT INC | $334.36万 | 0.01% | 18,320 | 2,405 | 15.1% | $43.89万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $333.44万 | 0.01% | 39,923 | 9,036 | 29.3% | $75.47万 | 加仓 |
| GVA | GRANITE CONSTR INC | $330.94万 | 0.01% | 20,935 | -8,869 | -29.8% | -$140.20万 | 减仓 |
| RKT | ROCKET COS INC | $328.92万 | 0.01% | 208,835 | 23,057 | 12.4% | $36.31万 | 加仓 |
| QSR | RESTAURANT BRANDS INTL INC | $326.79万 | 0.01% | 45,070 | 416 | 0.9% | $3.02万 | 加仓 |
| NDSN | NORDSON CORP | $325.67万 | 0.01% | 10,795 | 175 | 1.6% | $5.28万 | 加仓 |
| ALLE | ALLEGION PLC | $318.27万 | 0.01% | 22,654 | 1,794 | 8.6% | $25.20万 | 加仓 |
| NWSA | NEWS CORP NEW | $317.79万 | 0.01% | 127,985 | 16,186 | 14.5% | $40.19万 | 加仓 |
| ECHO | ECHOSTAR CORP | $314.54万 | 0.01% | 30,989 | 1,100 | 3.7% | $11.16万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $311.68万 | 0.01% | 22,433 | -26 | -0.1% | -$3,612 | 减仓 |
| RPM | RPM INTL INC | $308.24万 | 0.01% | 27,732 | 498 | 1.8% | $5.54万 | 加仓 |
| R | RYDER SYS INC | $306.42万 | 0.01% | 11,617 | -4,265 | -26.9% | -$112.50万 | 减仓 |
| WY | WEYERHAEUSER CO | $306.03万 | 0.01% | 127,831 | -779 | -0.6% | -$1.86万 | 减仓 |
| IREN | IREN LIMITED | $304.81万 | 0.01% | 66,654 | 255 | 0.4% | $1.17万 | 加仓 |
| WSO | WATSCO INC | $294.79万 | 0.01% | 7,074 | 81 | 1.2% | $3.38万 | 加仓 |
| KR | KROGER CO | $290.51万 | 0.01% | 52,315 | 52,315 | — | $290.51万 | 新建仓 |
| NVMI | NOVA LTD | $286.20万 | 0.01% | 5,414 | 3,476 | 179.4% | $183.75万 | 加仓 |
| TRU | TRANSUNION | $280.11万 | 0.01% | 38,828 | 1,155 | 3.1% | $8.33万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $277.58万 | 0.01% | 61,941 | 938 | 1.5% | $4.20万 | 加仓 |
| MKC | MCCORMICK & CO INC | $270.65万 | 0.01% | 53,679 | 730 | 1.4% | $3.68万 | 加仓 |
| MICC | MAGNUM ICE CREAM CO NV | $269.37万 | 0.01% | 154,639 | -6,090 | -3.8% | -$10.61万 | 减仓 |
| ITRI | ITRON INC | $268.64万 | 0.01% | 31,046 | 25,238 | 434.5% | $218.39万 | 加仓 |
| — | CATALYST PHARMACEUTICALS INC | $266.85万 | 0.01% | 84,902 | -139,803 | -62.2% | -$439.40万 | 减仓 |
| CLX | CLOROX CO DEL | $256.16万 | 0.01% | 26,840 | -172 | -0.6% | -$1.64万 | 减仓 |
| GGG | GRACO INC | $255.64万 | 0.01% | 33,810 | -209,814 | -86.1% | -$1,586.40万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $251.86万 | 0.01% | 21,587 | 4,965 | 29.9% | $57.93万 | 加仓 |
| TOST | TOAST INC | $250.81万 | 0.01% | 90,155 | 1,423 | 1.6% | $3.96万 | 加仓 |
| LULU | LULULEMON ATHLETICA INC | $249.47万 | 0.01% | 21,849 | -742 | -3.3% | -$8.47万 | 减仓 |
| ASB | ASSOCIATED BANC-CORP | $247.54万 | 0.01% | 80,449 | -25,670 | -24.2% | -$78.99万 | 减仓 |
| BGSI | BOYD GROUP SERVICES INC | $244.78万 | 0.01% | 25,861 | 5,475 | 26.9% | $51.82万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $240.03万 | 0.01% | 23,443 | 14,094 | 150.8% | $144.31万 | 加仓 |
| CSGP | COSTAR GROUP INC | $239.10万 | 0.01% | 84,428 | 1,035 | 1.2% | $2.93万 | 加仓 |
| CG | CARLYLE GROUP INC | $233.34万 | 0.01% | 55,412 | 4,978 | 9.9% | $20.96万 | 加仓 |
| H | HYATT HOTELS CORP | $220.67万 | 0.01% | 11,384 | -4,953 | -30.3% | -$96.01万 | 减仓 |
| TW | TRADEWEB MKTS INC | $219.51万 | 0.01% | 22,026 | -25 | -0.1% | -$2,491 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $217.81万 | 0.01% | 43,311 | 16,742 | 63.0% | $84.20万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $216.93万 | 0.01% | 6,118 | 6,118 | — | $216.93万 | 新建仓 |
| FOR | FORESTAR GROUP INC | $212.37万 | 0.01% | 67,100 | 0 | 0.0% | — | 不变 |
| AUGO | AURA MINERALS INC | $206.22万 | 0.01% | 32,759 | 32,759 | — | $206.22万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $200.41万 | 0.01% | 66,124 | 23,511 | 55.2% | $71.26万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $200.29万 | 0.01% | 14,728 | -299,003 | -95.3% | -$4,066.14万 | 减仓 |
| TTC | TORO CO | $199.66万 | 0.01% | 20,495 | 20,495 | — | $199.66万 | 新建仓 |
| CNH | CNH INDL N V | $195.39万 | 0.01% | 173,987 | 3,138 | 1.8% | $3.52万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $193.49万 | 0.01% | 23,698 | 23,698 | — | $193.49万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $188.23万 | 0.01% | 30,054 | 30,054 | — | $188.23万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $187.41万 | 0.01% | 497,103 | 0 | 0.0% | — | 不变 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $182.77万 | 0.01% | 62,401 | -13,622 | -17.9% | -$39.90万 | 减仓 |
| DPZ | DOMINOS PIZZA INC | $182.48万 | 0.01% | 6,164 | -12 | -0.2% | -$3,552 | 减仓 |
| MRP | MILLROSE PPTYS INC | $178.63万 | 0.01% | 59,445 | 669 | 1.1% | $2.01万 | 加仓 |
| GIL | GILDAN ACTIVEWEAR INC | $177.36万 | 0.01% | 34,414 | 0 | 0.0% | — | 不变 |
| HST | HOST HOTELS & RESORTS INC | $174.90万 | 0.01% | 73,767 | 1,389 | 1.9% | $3.29万 | 加仓 |
| DRS | LEONARDO DRS INC | $174.45万 | 0.01% | 40,883 | 40,883 | — | $174.45万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $171.79万 | 0.01% | 11,231 | -4,657 | -29.3% | -$71.23万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $171.07万 | 0.01% | 15,709 | 11,735 | 295.3% | $127.79万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $166.60万 | 0.01% | 58,190 | 0 | 0.0% | — | 不变 |
| LAMR | LAMAR ADVERTISING CO | $164.04万 | 0.01% | 10,517 | 91 | 0.9% | $1.42万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $163.79万 | 0.01% | 3,216 | -605 | -15.8% | -$30.81万 | 减仓 |