投资组合差异对比
Swedbank AB
Q1 2026 ⇄ Q2 2026
+42已添加
−30清仓
200已调整规模
83未变动
已添加 (Q2 2026)
清仓 (曾持有于 Q1 2026)
已调整规模的持仓
| 证券 | Q1 2026 股份 | Q2 2026 股份 | 变动 |
|---|---|---|---|
| BKNG BOOKING HOLDINGS INC | 40.22K | 1.05M | +2518.5% |
| KLAC KLA CORP | 637.81K | 5.51M | +763.9% |
| FLS FLOWSERVE CORP | 300.24K | 2.15M | +616.6% |
| DXCM DEXCOM INC | 199.54K | 1.17M | +484.4% |
| DDOG DATADOG INC | 131.96K | 763.68K | +478.7% |
| CVNA CARVANA CO | 76.69K | 379.18K | +394.4% |
| FITB FIFTH THIRD BANCORP | 281.11K | 1.39M | +394.1% |
| EL LAUDER ESTEE COS INC | 52.07K | 253.75K | +387.3% |
| EAT BRINKER INTL INC | 27.00K | 131.00K | +385.2% |
| TOST TOAST INC | 8.32K | 37.84K | +354.9% |
| MRCY MERCURY SYS INC | 55.26K | 244.30K | +342.1% |
| CRWV COREWEAVE INC | 13.48K | 52.99K | +293.2% |
| TYL TYLER TECHNOLOGIES INC | 5.53K | 20.89K | +277.7% |
| BR BROADRIDGE FINL… | 31.91K | 106.99K | +235.3% |
| ARES ARES MANAGEMENT… | 10.86K | 36.41K | +235.2% |
| ASTS AST SPACEMOBILE INC | 41.01K | 121.77K | +196.9% |
| IONS IONIS PHARMACEUTICALS… | 32.25K | 95.67K | +196.6% |
| XENE XENON PHARMACEUTICALS… | 26.20K | 76.30K | +191.2% |
| GNRC GENERAC HLDGS INC | 38.82K | 113.00K | +191.1% |
| INDV INDIVIOR… | 95.00K | 249.00K | +162.1% |
| WMS ADVANCED DRAIN SYS INC… | 164.96K | 410.66K | +148.9% |
| TW TRADEWEB MKTS INC | 18.25K | 45.02K | +146.7% |
| HEI-A HEICO CORP NEW | 30.60K | 75.10K | +145.4% |
| GLW CORNING INC | 145.49K | 345.12K | +137.2% |
| RKLB ROCKET LAB CORP | 567.33K | 1.33M | +134.9% |
| GEV GE VERNOVA INC | 143.23K | 334.73K | +133.7% |
| ROST ROSS STORES INC | 57.77K | 131.59K | +127.8% |
| FTAI FTAI AVIATION LTD | 27.66K | 61.01K | +120.6% |
| VIAV VIAVI SOLUTIONS INC | 180.50K | 395.50K | +119.1% |
| IOT SAMSARA INC | 25.43K | 53.09K | +108.7% |
| GIS GENERAL MILLS INC | 1.64M | 3.40M | +107.5% |
| UNFI UNITED NAT FOODS INC | 216.00K | 446.00K | +106.5% |
| FSS FEDERAL SIGNAL CORP | 23.71K | 48.85K | +106.0% |
| RNW RENEW ENERGY GLOBAL PLC | 802.40K | 1.64M | +104.2% |
| IT GARTNER INC | 42.88K | 549 | -98.7% |
| NOW SERVICENOW INC | 3.05M | 6.06M | +98.7% |
| VSNT VERSANT MEDIA GROUP INC | 10.48K | 330 | -96.9% |
| COO COOPER COS INC | 819.23K | 38.93K | -95.2% |
| NICE NICE LTD | 375.70K | 30.50K | -91.9% |
| KVUE KENVUE INC | 4.91M | 9.40M | +91.4% |
| ACM AECOM | 43.58K | 4.08K | -90.6% |
| PNFP PINNACLE FINL PARTNERS… | 47.79K | 90.89K | +90.2% |
| NBIS NEBIUS GROUP N.V. | 57.10K | 106.46K | +86.4% |
| SYK STRYKER CORPORATION | 127.28K | 234.42K | +84.2% |
| CSGP COSTAR GROUP INC | 98.88K | 181.82K | +83.9% |
| ATO ATMOS ENERGY CORP | 42.16K | 6.96K | -83.5% |
| PRGS PROGRESS SOFTWARE CORP | 433.58K | 72.10K | -83.4% |
| EVI EVI INDS INC | 375.00K | 66.18K | -82.4% |
| CSV CARRIAGE SVCS INC | 82.20K | 147.53K | +79.5% |
| UAL UNITED AIRLS HLDGS INC | 122.97K | 26.64K | -78.3% |
| KIM KIMCO REALTY CORP | 560.21K | 125.91K | -77.5% |
| GXO GXO LOGISTICS… | 1.47M | 355.00K | -75.9% |
| SAIA SAIA INC | 7.75K | 13.48K | +74.0% |
| MAS MASCO CORP | 156.87K | 271.01K | +72.8% |
| ODFL OLD DOMINION FREIGHT… | 78.67K | 135.85K | +72.7% |
| WCN WASTE CONNECTIONS INC | 43.58K | 74.78K | +71.6% |
| QCOM QUALCOMM INC | 1.52M | 2.59M | +70.0% |
| IBP INSTALLED BLDG PRODS INC | 100.00K | 30.00K | -70.0% |
| SNPS SYNOPSYS INC | 990.88K | 307.37K | -69.0% |
| SNDK SANDISK CORP | 32.36K | 54.42K | +68.2% |
| BE BLOOM ENERGY CORP | 59.52K | 99.84K | +67.8% |
| ARLO ARLO TECHNOLOGIES INC | 950.00K | 1.58M | +66.5% |
| BMRN BIOMARIN PHARMACEUTICAL… | 792.19K | 1.31M | +66.0% |
| EQR EQUITY RESIDENTIAL | 68.99K | 23.48K | -66.0% |
| FI FISERV INC | 1.15M | 393.05K | -65.7% |
| RH CRH PLC | 103.23K | 36.06K | -65.1% |
| JBHT HUNT J B TRANS SVCS INC | 30.10K | 49.37K | +64.0% |
| ARRY ARRAY TECHNOLOGIES INC | 1.45M | 2.35M | +62.7% |
| ELF E L F BEAUTY INC | 480.80K | 181.20K | -62.3% |
| CAH CARDINAL HEALTH INC | 415.66K | 672.33K | +61.7% |
| DD DUPONT DE NEMOURS INC | 325.77K | 124.73K | -61.7% |
| HIW HIGHWOODS PPTYS INC | 275.60K | 105.80K | -61.6% |
| TDY TELEDYNE TECHNOLOGIES… | 25.62K | 41.33K | +61.3% |
| TME TENCENT MUSIC ENTMT… | 651.68K | 254.19K | -61.0% |
| CNP CENTERPOINT ENERGY INC | 55.54K | 88.42K | +59.2% |
| AMGN AMGEN INC | 325.83K | 517.47K | +58.8% |
| BRK-A BERKSHIRE HATHAWAY INC… | 19 | 8 | -57.9% |
| INSM INSMED INC | 82.86K | 129.52K | +56.3% |
| EXPD EXPEDITORS INTL WASH INC | 29.68K | 46.30K | +56.0% |
| UNH UNITEDHEALTH GROUP INC | 1.11M | 1.73M | +55.9% |
| VRSK VERISK ANALYTICS INC | 115.92K | 180.56K | +55.8% |
| LPLA LPL FINL HLDGS INC | 58.35K | 26.56K | -54.5% |
| DOV DOVER CORP | 21.18K | 32.65K | +54.2% |
| PSN PARSONS CORP DEL | 2.39M | 3.67M | +53.7% |
| MRVL MARVELL TECHNOLOGY INC | 3.19M | 1.49M | -53.2% |
| CLH CLEAN HARBORS INC | 110.00K | 53.00K | -51.8% |
| INTU INTUIT | 607.16K | 295.46K | -51.3% |
| BSX BOSTON SCIENTIFIC CORP | 1.26M | 612.82K | -51.3% |
| L LOEWS CORP | 452.90K | 684.76K | +51.2% |
| CDW CDW CORP | 431.28K | 650.32K | +50.8% |
| ZTS ZOETIS INC | 3.00M | 1.49M | -50.6% |
| ESI ELEMENT SOLUTIONS INC | 201.00K | 302.00K | +50.2% |
| TEAM ATLASSIAN CORPORATION | 10.64K | 15.93K | +49.7% |
| EQH EQUITABLE HLDGS INC | 506.56K | 254.76K | -49.7% |
| WSO WATSCO INC | 58.21K | 87.00K | +49.5% |
| AMT AMERICAN TOWER CORP | 953.56K | 489.58K | -48.7% |
| ECG EVERUS CONSTR GROUP | 300.00K | 155.00K | -48.3% |
| WMT WALMART INC | 2.69M | 3.99M | +48.3% |
| ZS ZSCALER INC | 35.37K | 18.41K | -48.0% |
| WLDN WILLDAN GROUP INC | 236.70K | 349.70K | +47.7% |
| APH AMPHENOL CORP | 3.24M | 4.78M | +47.6% |
| CUZ COUSINS PPTYS INC | 470.85K | 253.35K | -46.2% |
| KR KROGER CO | 1.58M | 850.28K | -46.0% |
| HASI HA SUSTAINABLE INFRA… | 1.09M | 1.59M | +45.8% |
| PODD INSULET CORP | 53.19K | 29.13K | -45.2% |
| ZBH ZIMMER BIOMET HOLDINGS… | 36.39K | 52.37K | +43.9% |
| WDAY WORKDAY INC | 60.82K | 87.38K | +43.7% |
| AAON AAON INC | 216.00K | 123.00K | -43.1% |
| TER TERADYNE INC | 54.34K | 77.71K | +43.0% |
| CNM CORE & MAIN INC | 853.00K | 487.00K | -42.9% |
| TIC TIC SOLUTIONS INC | 4.38M | 2.53M | -42.3% |
| AGCO AGCO CORP | 272.30K | 385.70K | +41.6% |
| PLUS EPLUS INC | 340.00K | 200.00K | -41.2% |
| TSCO TRACTOR SUPPLY CO | 1.23M | 736.27K | -40.1% |
| RCL ROYAL CARIBBEAN GROUP | 90.48K | 54.66K | -39.6% |
| SITM SITIME CORP | 44.20K | 26.71K | -39.6% |
| VCTR VICTORY CAP HLDGS INC… | 410.00K | 250.00K | -39.0% |
| UNM UNUM GROUP | 496.08K | 686.08K | +38.3% |
| ALAB ASTERA LABS INC | 91.02K | 56.18K | -38.3% |
| FROG JFROG LTD | 1.68M | 1.04M | -38.0% |
所选两个季度的原始持股数量对比（按申报原文；相隔较远季度之间的股票拆分未在此处调整——管理人页面的季度变动标签已进行拆分调整）。仅含已映射股票代码的普通股持仓。
数据来源: 两份快照均来源于该管理人已解析的 13F 信息表（最新已接受版本）。
← 返回管理人记录