SEB Asset Management AB
STOCKHOLM V7 · SEC CIK 0002127509
$233.96亿2026Q1 申报市值
680持仓数
34.6%前十大占比 · 第一大 7.2%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
本季没有买入
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $16.93亿 | 7.24% | 9,706,466 | — | — | — | — |
| AAPL | APPLE INC | $12.65亿 | 5.41% | 4,986,398 | — | — | — | — |
| AZN | ASTRAZENECA PLC | $11.58亿 | 4.95% | 5,954,417 | — | — | — | — |
| MSFT | MICROSOFT CORP | $10.04亿 | 4.29% | 2,712,669 | — | — | — | — |
| AMZN | AMAZON COM INC | $6.32亿 | 2.70% | 3,032,342 | — | — | — | — |
| AVGO | BROADCOM INC | $5.92亿 | 2.53% | 1,911,131 | — | — | — | — |
| GOOGL | ALPHABET INC | $5.70亿 | 2.43% | 1,980,895 | — | — | — | — |
| GOOG | ALPHABET INC | $4.32亿 | 1.85% | 1,507,039 | — | — | — | — |
| META | META PLATFORMS INC | $4.05亿 | 1.73% | 707,960 | — | — | — | — |
| LLY | ELI LILLY & CO | $3.56亿 | 1.52% | 387,272 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $3.56亿 | 1.52% | 1,210,826 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $3.14亿 | 1.34% | 1,286,484 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $2.94亿 | 1.25% | 587,548 | — | — | — | — |
| C | CITIGROUP INC | $2.53亿 | 1.08% | 2,230,597 | — | — | — | — |
| TSLA | TESLA INC | $2.32亿 | 0.99% | 624,505 | — | — | — | — |
| BMY | BRISTOL-MYERS SQUIBB CO | $2.18亿 | 0.93% | 3,586,365 | — | — | — | — |
| ABBV | ABBVIE INC | $2.06亿 | 0.88% | 946,326 | — | — | — | — |
| MRK | MERCK & CO INC | $1.98亿 | 0.84% | 1,642,285 | — | — | — | — |
| V | VISA INC | $1.81亿 | 0.77% | 599,611 | — | — | — | — |
| WMT | WALMART INC | $1.80亿 | 0.77% | 1,444,614 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $1.75亿 | 0.75% | 512,119 | — | — | — | — |
| GM | GENERAL MTRS CO | $1.72亿 | 0.73% | 2,307,277 | — | — | — | — |
| GILD | GILEAD SCIENCES INC | $1.72亿 | 0.73% | 1,233,000 | — | — | — | — |
| CB | CHUBB LTD SWITZ | $1.69亿 | 0.72% | 519,939 | — | — | — | — |
| MELI | MERCADOLIBRE INC | $1.63亿 | 0.69% | 94,029 | — | — | — | — |
| TD | TORONTO DOMINION BK ONT | $1.39亿 | 0.59% | 1,494,394 | — | — | — | — |
| COR | CENCORA INC | $1.34亿 | 0.57% | 427,004 | — | — | — | — |
| ADBE | ADOBE INC | $1.32亿 | 0.56% | 541,894 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP | $1.30亿 | 0.56% | 2,076,524 | — | — | — | — |
| MCK | MCKESSON CORP | $1.30亿 | 0.55% | 149,949 | — | — | — | — |
| PG | PROCTER & GAMBLE CO | $1.28亿 | 0.55% | 883,854 | — | — | — | — |
| TFC | TRUIST FINL CORP | $1.24亿 | 0.53% | 2,700,556 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $1.21亿 | 0.52% | 359,406 | — | — | — | — |
| KLAC | KLA CORP | $1.16亿 | 0.49% | 78,638 | — | — | — | — |
| MSI | MOTOROLA SOLUTIONS INC | $1.13亿 | 0.48% | 259,773 | — | — | — | — |
| EW | EDWARDS LIFESCIENCES CORP | $1.10亿 | 0.47% | 1,370,202 | — | — | — | — |
| ADSK | AUTODESK INC | $1.04亿 | 0.45% | 435,968 | — | — | — | — |
| NFLX | NETFLIX INC. | $9,943.15万 | 0.42% | 1,034,129 | — | — | — | — |
| CSCO | CISCO SYS INC | $9,911.23万 | 0.42% | 1,277,386 | — | — | — | — |
| BAC | BANK AMERICA CORP | $9,572.85万 | 0.41% | 1,963,661 | — | — | — | — |
| LRCX | LAM RESEARCH CORP | $9,484.64万 | 0.41% | 443,913 | — | — | — | — |
| TMO | THERMO FISHER SCIENTIFIC INC | $9,352.33万 | 0.40% | 190,270 | — | — | — | — |
| ANET | ARISTA NETWORKS INC | $9,322.39万 | 0.40% | 759,276 | — | — | — | — |
| CL | COLGATE PALMOLIVE CO | $9,114.94万 | 0.39% | 1,069,453 | — | — | — | — |
| NTAP | NETAPP INC | $8,997.67万 | 0.38% | 878,765 | — | — | — | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $8,989.20万 | 0.38% | 323,504 | — | — | — | — |
| PANW | PALO ALTO NETWORKS INC | $8,941.10万 | 0.38% | 557,704 | — | — | — | — |
| CRM | SALESFORCE INC | $8,819.83万 | 0.38% | 472,483 | — | — | — | — |
| SYK | STRYKER CORPORATION | $8,653.94万 | 0.37% | 263,366 | — | — | — | — |
| BKNG | BOOKING HOLDINGS INC | $8,641.68万 | 0.37% | 20,525 | — | — | — | — |
| CAT | CATERPILLAR INC | $8,622.45万 | 0.37% | 121,707 | — | — | — | — |
| RGA | REINSURANCE GROUP AMER INC | $8,153.34万 | 0.35% | 399,361 | — | — | — | — |
| SPGI | S&P GLOBAL INC | $8,119.82万 | 0.35% | 190,902 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $8,084.17万 | 0.35% | 298,761 | — | — | — | — |
| TRV | TRAVELERS COMPANIES INC | $7,773.27万 | 0.33% | 266,500 | — | — | — | — |
| HCA | HCA HEALTHCARE INC | $7,553.38万 | 0.32% | 159,610 | — | — | — | — |
| HD | HOME DEPOT INC | $7,442.48万 | 0.32% | 226,291 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $7,232.97万 | 0.31% | 355,551 | — | — | — | — |
| QCOM | QUALCOMM INC | $7,226.86万 | 0.31% | 561,179 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $7,069.80万 | 0.30% | 222,223 | — | — | — | — |
| PEP | PEPSICO INC | $6,951.88万 | 0.30% | 447,671 | — | — | — | — |
| EQIX | EQUINIX INC | $6,941.95万 | 0.30% | 70,819 | — | — | — | — |
| HIG | HARTFORD INSURANCE GROUP INC | $6,930.98万 | 0.30% | 512,533 | — | — | — | — |
| UNP | UNION PAC CORP | $6,841.32万 | 0.29% | 281,977 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $6,832.60万 | 0.29% | 148,216 | — | — | — | — |
| XYL | XYLEM INC | $6,670.03万 | 0.29% | 558,162 | — | — | — | — |
| WFC | WELLS FARGO & CO | $6,440.47万 | 0.28% | 809,003 | — | — | — | — |
| VZ | VERIZON COMMUNICATIONS INC | $6,366.72万 | 0.27% | 1,268,272 | — | — | — | — |
| IBM | INTERNATIONAL BUSINESS MACHS | $6,366.06万 | 0.27% | 262,637 | — | — | — | — |
| AMGN | AMGEN INC | $6,357.08万 | 0.27% | 180,676 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC | $6,326.65万 | 0.27% | 74,784 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $6,294.02万 | 0.27% | 140,951 | — | — | — | — |
| CVS | CVS HEALTH CORP | $6,263.60万 | 0.27% | 872,126 | — | — | — | — |
| KO | COCA COLA CO | $6,244.43万 | 0.27% | 821,096 | — | — | — | — |
| ROK | ROCKWELL AUTOMATION INC | $6,134.69万 | 0.26% | 170,940 | — | — | — | — |
| INCY | INCYTE CORP | $6,081.73万 | 0.26% | 646,168 | — | — | — | — |
| TXN | TEXAS INSTRS INC | $6,070.17万 | 0.26% | 312,670 | — | — | — | — |
| GEV | GE VERNOVA INC | $6,056.09万 | 0.26% | 69,379 | — | — | — | — |
| ZS | ZSCALER INC | $6,003.34万 | 0.26% | 427,924 | — | — | — | — |
| — | TEVA PHARMACEUTICAL INDS LTD | $5,955.13万 | 0.25% | 1,977,137 | — | — | — | — |
| TPR | TAPESTRY INC | $5,952.49万 | 0.25% | 421,834 | — | — | — | — |
| ALL | ALLSTATE CORP | $5,885.47万 | 0.25% | 283,856 | — | — | — | — |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $5,859.91万 | 0.25% | 207,526 | — | — | — | — |
| ACN | ACCENTURE PLC IRELAND | $5,738.11万 | 0.25% | 289,380 | — | — | — | — |
| ALC | ALCON AG | $5,721.15万 | 0.24% | 775,780 | — | — | — | — |
| ORCL | ORACLE CORP | $5,623.54万 | 0.24% | 382,268 | — | — | — | — |
| TJX | TJX COS INC NEW | $5,521.39万 | 0.24% | 345,735 | — | — | — | — |
| T | AT&T INC | $5,508.87万 | 0.24% | 1,900,267 | — | — | — | — |
| CCK | CROWN HLDGS INC | $5,429.13万 | 0.23% | 541,560 | — | — | — | — |
| EXPE | EXPEDIA GROUP INC | $5,325.38万 | 0.23% | 230,646 | — | — | — | — |
| DB | DEUTSCHE BK AG | $5,293.13万 | 0.23% | 1,829,153 | — | — | — | — |
| WM | WASTE MGMT INC DEL | $5,274.83万 | 0.23% | 229,550 | — | — | — | — |
| MS | MORGAN STANLEY | $5,260.25万 | 0.22% | 319,636 | — | — | — | — |
| NEM | NEWMONT CORP | $5,233.19万 | 0.22% | 483,436 | — | — | — | — |
| BWA | BORGWARNER INC | $5,093.04万 | 0.22% | 938,638 | — | — | — | — |
| NOW | SERVICENOW INC | $5,067.27万 | 0.22% | 484,675 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $5,052.19万 | 0.22% | 492,081 | — | — | — | — |
| MGA | MAGNA INTL INC | $4,953.05万 | 0.21% | 889,055 | — | — | — | — |
| LIN | LINDE PLC | $4,863.50万 | 0.21% | 98,102 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $4,719.45万 | 0.20% | 113,247 | — | — | — | — |