E. Ohman J:or Asset Management AB 13F 持仓 · 2026年Q2
E. Ohman J:or Asset Management AB 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 465 只证券，申报市值合计 43.03 亿美元。前几大持仓：NVDA（8.09%）、MSFT（6.38%）、GOOGL（6.11%）。本季前 25 大持仓中：增持 13 只、减持 12 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA | $348.0M | 8.09% | 1.7M | 减持 |
| 2 | MSFT | MICROSOFT | $274.6M | 6.38% | 736,068 | 增持 |
| 3 | GOOGL | ALPHABET A | $263.1M | 6.11% | 736,288 | 减持 |
| 4 | AAPL | APPLE | $246.1M | 5.72% | 850,401 | 增持 |
| 5 | AMZN | AMAZON | $194.5M | 4.52% | 816,066 | 减持 |
| 6 | AVGO | BROADCOM | $189.9M | 4.41% | 502,788 | 减持 |
| 7 | JPM | JP MORGAN CHASE | $103.5M | 2.40% | 316,051 | 增持 |
| 8 | V | VISA A | $100.5M | 2.33% | 292,835 | 增持 |
| 9 | LLY | ELI LILLY | $78.3M | 1.82% | 65,270 | 增持 |
| 10 | TSM | TAIWAN SEMICOND ADR | $72.5M | 1.69% | 151,891 | 增持 |
| 11 | IBM | IBM | $62.0M | 1.44% | 220,477 | 减持 |
| 12 | META | META PLATFORMS | $54.9M | 1.28% | 97,421 | 减持 |
| 13 | PANW | PALO ALTO NETWORKS | $53.3M | 1.24% | 156,265 | 减持 |
| 14 | CL | COLGATE PALMOLIVE | $51.7M | 1.20% | 564,311 | 增持 |
| 15 | GOOG | ALPHABET C | $51.2M | 1.19% | 144,865 | 减持 |
| 16 | GWW | WW GRAINGER | $47.9M | 1.11% | 35,180 | 增持 |
| 17 | MA | MASTERCARD | $47.0M | 1.09% | 91,500 | 减持 |
| 18 | MU | MICRON TECH | $46.0M | 1.07% | 39,824 | 增持 |
| 19 | NOW | SERVICENOW | $42.5M | 0.99% | 427,836 | 增持 |
| 20 | PLD | PROLOGIS | $41.4M | 0.96% | 305,836 | 减持 |
| 21 | SYK | STRYKER | $41.4M | 0.96% | 131,471 | 增持 |
| 22 | BLK | BLACKROCK | $41.0M | 0.95% | 42,612 | 增持 |
| 23 | COF | CAPITAL ONE FIN | $39.7M | 0.92% | 197,779 | 增持 |
| 24 | PGR | PROGRESSIVE | $39.5M | 0.92% | 180,983 | 减持 |
| 25 | FTNT | FORTINET | $39.3M | 0.91% | 255,619 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR