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 |
|---|---|---|---|---|---|---|---|---|
| PCTY | PAYLOCITY HLDG CORP | $163.66万 | 0.01% | 15,657 | -3,447 | -18.0% | -$36.03万 | 减仓 |
| ADT | ADT INC DEL | $162.49万 | 0.01% | 249,989 | -138,698 | -35.7% | -$90.15万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $161.80万 | 0.01% | 49,751 | -655 | -1.3% | -$2.13万 | 减仓 |
| MLI | MUELLER INDS INC | $158.40万 | 0.01% | 12,885 | -3,828 | -22.9% | -$47.06万 | 减仓 |
| TFII | TFI INTERNATIONAL INC | $155.25万 | 0.01% | 10,789 | 15 | 0.1% | $2,158 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $154.35万 | 0.01% | 14,477 | 14,477 | — | $154.35万 | 新建仓 |
| BRC | BRADY CORP | $147.62万 | 0.01% | 16,121 | -4,821 | -23.0% | -$44.15万 | 减仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $146.37万 | 0.01% | 16,582 | 9,978 | 151.1% | $88.08万 | 加仓 |
| AYI | ACUITY INC | $141.78万 | 0.01% | 3,764 | -13,542 | -78.3% | -$510.08万 | 减仓 |
| SLAB | SILICON LABORATORIES INC | $136.51万 | 0.01% | 6,246 | -1,258 | -16.8% | -$27.49万 | 减仓 |
| MYRG | MYR GROUP INC | $126.20万 | 0.00% | 2,522 | 635 | 33.7% | $31.78万 | 加仓 |
| GFL | GFL ENVIRONMENTAL INC | $122.73万 | 0.00% | 33,390 | -882 | -2.6% | -$3.24万 | 减仓 |
| NEU | NEWMARKET CORP | $121.93万 | 0.00% | 1,541 | -1,681 | -52.2% | -$133.01万 | 减仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $121.73万 | 0.00% | 17,028 | 4,969 | 41.2% | $35.52万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $116.57万 | 0.00% | 1,748 | 1,748 | — | $116.57万 | 新建仓 |
| TFPM | TRIPLE FLAG PRECIOUS METAL | $116.49万 | 0.00% | 38,875 | 38,875 | — | $116.49万 | 新建仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $114.84万 | 0.00% | 23,605 | 23,605 | — | $114.84万 | 新建仓 |
| FTV | FORTIVE CORP | $113.52万 | 0.00% | 18,583 | -2,153 | -10.4% | -$13.15万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $111.04万 | 0.00% | 4,529 | 287 | 6.8% | $7.04万 | 加仓 |
| TSN | TYSON FOODS INC | $107.82万 | 0.00% | 18,834 | -46,916 | -71.4% | -$268.59万 | 减仓 |
| DOX | AMDOCS LTD | $104.40万 | 0.00% | 20,657 | 10,744 | 108.4% | $54.30万 | 加仓 |
| WINA | WINMARK CORP | $102.13万 | 0.00% | 2,414 | -260 | -9.7% | -$11.00万 | 减仓 |
| OTEX | OPEN TEXT CORP | $100.33万 | 0.00% | 45,345 | 8,729 | 23.8% | $19.31万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $100.08万 | 0.00% | 7,963 | 7,963 | — | $100.08万 | 新建仓 |
| PGNY | PROGYNY INC | $96.02万 | 0.00% | 33,304 | -43,196 | -56.5% | -$124.53万 | 减仓 |
| SN | SHARKNINJA INC | $92.85万 | 0.00% | 6,098 | 6,098 | — | $92.85万 | 新建仓 |
| — | ATKORE INC | $87.79万 | 0.00% | 11,545 | 0 | 0.0% | — | 不变 |
| DVA | DAVITA INC | $80.45万 | 0.00% | 3,616 | -663 | -15.5% | -$14.75万 | 减仓 |
| FOXA | FOX CORP | $77.00万 | 0.00% | 14,762 | 468 | 3.3% | $2.44万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $75.79万 | 0.00% | 2,879 | -28,030 | -90.7% | -$737.92万 | 减仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $73.54万 | 0.00% | 4,946 | -37,027 | -88.2% | -$550.55万 | 减仓 |
| TILE | INTERFACE INC | $71.43万 | 0.00% | 19,930 | 19,930 | — | $71.43万 | 新建仓 |
| VIPS | VIPSHOP HLDGS LTD | $71.09万 | 0.00% | 53,614 | -128,465 | -70.6% | -$170.34万 | 减仓 |
| BXP | BXP INC | $70.02万 | 0.00% | 10,559 | -31,650 | -75.0% | -$209.87万 | 减仓 |
| BKE | BUCKLE INC | $67.33万 | 0.00% | 15,955 | -19,558 | -55.1% | -$82.53万 | 减仓 |
| BMI | BADGER METER INC | $66.46万 | 0.00% | 4,479 | -4,624 | -50.8% | -$68.61万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $65.59万 | 0.00% | 18,014 | -22,518 | -55.6% | -$81.99万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $59.54万 | 0.00% | 95,272 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $55.48万 | 0.00% | 1,857 | 1,857 | — | $55.48万 | 新建仓 |
| DOCS | DOXIMITY INC | $54.13万 | 0.00% | 26,098 | 11,128 | 74.3% | $23.08万 | 加仓 |
| UDR | UDR INC | $53.56万 | 0.00% | 13,416 | -70,722 | -84.1% | -$282.32万 | 减仓 |
| PINS | PINTEREST INC | $51.37万 | 0.00% | 24,428 | -283,942 | -92.1% | -$597.13万 | 减仓 |
| G | GENPACT LIMITED | $49.43万 | 0.00% | 17,975 | 17,975 | — | $49.43万 | 新建仓 |
| BCO | BRINKS CO | $49.37万 | 0.00% | 5,225 | 0 | 0.0% | — | 不变 |
| S | SENTINELONE INC | $48.65万 | 0.00% | 28,666 | 372 | 1.3% | $6,313 | 加仓 |
| POWI | POWER INTEGRATIONS INC | $48.25万 | 0.00% | 5,761 | 5,761 | — | $48.25万 | 新建仓 |
| LEA | LEAR CORP | $47.20万 | 0.00% | 3,521 | 3,521 | — | $47.20万 | 新建仓 |
| RL | RALPH LAUREN CORP | $45.08万 | 0.00% | 1,123 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $44.46万 | 0.00% | 3,761 | -24,465 | -86.7% | -$289.20万 | 减仓 |
| DBX | DROPBOX INC | $44.38万 | 0.00% | 16,156 | 16,156 | — | $44.38万 | 新建仓 |
| JBTM | JBT MAREL CORPORATION | $44.30万 | 0.00% | 3,055 | 689 | 29.1% | $9.99万 | 加仓 |
| FNKO | FUNKO INC | $44.25万 | 0.00% | 75,247 | 586 | 0.8% | $3,446 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $42.12万 | 0.00% | 27,457 | 219 | 0.8% | $3,359 | 加仓 |
| PRVA | PRIVIA HEALTH GROUP INC | $42.07万 | 0.00% | 16,352 | -8,176 | -33.3% | -$21.04万 | 减仓 |
| ERIE | ERIE INDTY CO | $40.93万 | 0.00% | 1,707 | -3,500 | -67.2% | -$83.91万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $40.83万 | 0.00% | 5,865 | -1,933 | -24.8% | -$13.46万 | 减仓 |
| — | VUZIX CORP | $40.48万 | 0.00% | 139,602 | 1,073 | 0.8% | $3,112 | 加仓 |
| AGNT | AGNT INC | $39.92万 | 0.00% | 73,796 | -24,178 | -24.7% | -$13.08万 | 减仓 |
| WEX | WEX INC | $39.36万 | 0.00% | 2,790 | 2,790 | — | $39.36万 | 新建仓 |
| AAUC | ALLIED GOLD CORP | $38.50万 | 0.00% | 16,208 | 16,208 | — | $38.50万 | 新建仓 |
| DCI | DONALDSON INC | $38.43万 | 0.00% | 4,281 | 4,281 | — | $38.43万 | 新建仓 |
| KD | KYNDRYL HLDGS INC | $35.09万 | 0.00% | 31,029 | 31,029 | — | $35.09万 | 新建仓 |
| GNTX | GENTEX CORP | $33.91万 | 0.00% | 13,418 | 13,418 | — | $33.91万 | 新建仓 |
| XP | XP INC | $33.23万 | 0.00% | 20,434 | -91,575 | -81.8% | -$148.90万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $32.65万 | 0.00% | 2,080 | 2,080 | — | $32.65万 | 新建仓 |
| MTH | MERITAGE HOMES CORP | $31.05万 | 0.00% | 3,703 | 320 | 9.5% | $2.68万 | 加仓 |
| LAUR | LAUREATE ED INC | $30.76万 | 0.00% | 8,470 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $30.67万 | 0.00% | 36,726 | -118,200 | -76.3% | -$98.70万 | 减仓 |
| GRRR | GORILLA TECHNOLOGY GROUP INC | $30.60万 | 0.00% | 15,393 | 121 | 0.8% | $2,405 | 加仓 |
| ARMK | ARAMARK | $30.41万 | 0.00% | 5,345 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $29.08万 | 0.00% | 11,257 | 2,944 | 35.4% | $7.60万 | 加仓 |
| IESC | IES HOLDINGS INC | $28.36万 | 0.00% | 386 | -114 | -22.8% | -$8.38万 | 减仓 |
| III | INFORMATION SVCS GROUP INC | $28.20万 | 0.00% | 68,603 | 717 | 1.1% | $2,947 | 加仓 |
| TPC | TUTOR PERINI CORP | $27.83万 | 0.00% | 3,354 | 3,354 | — | $27.83万 | 新建仓 |
| KFY | KORN FERRY | $27.76万 | 0.00% | 4,169 | 4,169 | — | $27.76万 | 新建仓 |
| BCE | BCE INC | $27.74万 | 0.00% | 12,884 | 1,652 | 14.7% | $3.56万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $27.64万 | 0.00% | 3,949 | 0 | 0.0% | — | 不变 |
| QUIK | QUICKLOGIC CORP | $27.62万 | 0.00% | 13,832 | 94 | 0.7% | $1,877 | 加仓 |
| PPLI | PEOPLE INC | $26.82万 | 0.00% | 5,811 | 5,811 | — | $26.82万 | 新建仓 |
| TXT | TEXTRON INC | $25.44万 | 0.00% | 2,773 | 0 | 0.0% | — | 不变 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $25.38万 | 0.00% | 5,316 | 5,316 | — | $25.38万 | 新建仓 |
| SCI | SERVICE CORP INTL | $24.88万 | 0.00% | 3,276 | 3,276 | — | $24.88万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $24.36万 | 0.00% | 18,004 | 18,004 | — | $24.36万 | 新建仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $23.81万 | 0.00% | 2,944 | 2,944 | — | $23.81万 | 新建仓 |
| BZ | KANZHUN LIMITED | $23.74万 | 0.00% | 18,447 | -21,303 | -53.6% | -$27.42万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $23.73万 | 0.00% | 36,676 | 379 | 1.0% | $2,452 | 加仓 |
| WLDN | WILLDAN GROUP INC | $22.95万 | 0.00% | 2,902 | 2,902 | — | $22.95万 | 新建仓 |
| — | ZENATECH INC | $22.80万 | 0.00% | 151,982 | 1,270 | 0.8% | $1,905 | 加仓 |
| HXL | HEXCEL CORP NEW | $22.78万 | 0.00% | 2,277 | 2,277 | — | $22.78万 | 新建仓 |
| ONT | ONTERRIS INC | $22.45万 | 0.00% | 11,109 | 11,109 | — | $22.45万 | 新建仓 |
| DAR | DARLING INGREDIENTS INC | $21.76万 | 0.00% | 3,983 | 3,983 | — | $21.76万 | 新建仓 |
| ALMU | AELUMA INC | $21.29万 | 0.00% | 9,640 | 9,640 | — | $21.29万 | 新建仓 |
| TU | TELUS CORPORATION | $20.98万 | 0.00% | 19,844 | 3,833 | 23.9% | $4.05万 | 加仓 |
| GTX | GARRETT MOTION INC | $20.89万 | 0.00% | 5,766 | -18,845 | -76.6% | -$68.28万 | 减仓 |
| AMSC | AMERICAN SUPERCONDUCTOR CORP | $20.70万 | 0.00% | 4,986 | 4,986 | — | $20.70万 | 新建仓 |
| WT | WISDOMTREE INC | $20.46万 | 0.00% | 12,080 | 91 | 0.8% | $1,542 | 加仓 |
| — | SOLOWIN HOLDINGS | $19.00万 | 0.00% | 58,093 | 474 | 0.8% | $1,550 | 加仓 |
| — | DATAVAULT AI INC | $15.30万 | 0.00% | 437,194 | 3,401 | 0.8% | $1,190 | 加仓 |
| MAT | MATTEL INC | $14.19万 | 0.00% | 10,222 | 49 | 0.5% | $680 | 加仓 |
| — | DEFI TECHNOLOGIES INC | $9.18万 | 0.00% | 178,552 | 1,391 | 0.8% | $715 | 加仓 |