SEB Asset Management AB 13F 持仓 · 2026年Q2
SEB Asset Management AB 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 700 只证券，申报市值合计 265.60 亿美元。前几大持仓：NVDA（6.91%）、AAPL（5.44%）、AZN（4.06%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $1.84B | 6.91% | 9.2M | 减持 |
| 2 | AAPL | APPLE INC | $1.45B | 5.44% | 5.0M | 增持 |
| 3 | AZN | ASTRAZENECA PLC | $1.08B | 4.06% | 5.7M | 减持 |
| 4 | MSFT | MICROSOFT CORP | $1.03B | 3.87% | 2.8M | 增持 |
| 5 | AMZN | AMAZON COM INC | $736.3M | 2.77% | 3.1M | 增持 |
| 6 | GOOGL | ALPHABET INC | $702.6M | 2.65% | 2.0M | 减持 |
| 7 | AVGO | BROADCOM INC | $666.7M | 2.51% | 1.8M | 减持 |
| 8 | GOOG | ALPHABET INC | $568.4M | 2.14% | 1.6M | 增持 |
| 9 | MU | MICRON TECHNOLOGY INC | $531.8M | 2.00% | 460,698 | 增持 |
| 10 | LLY | ELI LILLY & CO | $468.0M | 1.76% | 390,198 | 增持 |
| 11 | META | META PLATFORMS INC | $402.1M | 1.51% | 713,825 | 增持 |
| 12 | AMD | ADVANCED MICRO DEVICES INC | $371.8M | 1.40% | 640,029 | 增持 |
| 13 | JPM | JPMORGAN CHASE & CO | $341.4M | 1.29% | 1.0M | 减持 |
| 14 | JNJ | JOHNSON & JOHNSON | $331.0M | 1.25% | 1.3M | 增持 |
| 15 | AMAT | APPLIED MATLS INC | $326.6M | 1.23% | 451,702 | 减持 |
| 16 | TSLA | TESLA INC | $281.8M | 1.06% | 670,003 | 增持 |
| 17 | CSCO | CISCO SYS INC | $237.8M | 0.90% | 2.0M | 增持 |
| 18 | MA | MASTERCARD INCORPORATED | $228.7M | 0.86% | 445,197 | 减持 |
| 19 | C | CITIGROUP INC | $226.7M | 0.85% | 1.6M | 减持 |
| 20 | MRK | MERCK & CO INC | $212.8M | 0.80% | 1.7M | 增持 |
| 21 | ABBV | ABBVIE INC | $211.0M | 0.79% | 838,323 | 减持 |
| 22 | INTC | INTEL CORP | $210.6M | 0.79% | 1.5M | 增持 |
| 23 | V | VISA INC | $206.2M | 0.78% | 600,994 | 增持 |
| 24 | KLAC | KLA CORP | $196.1M | 0.74% | 650,040 | 增持 |
| 25 | LRCX | LAM RESEARCH CORP | $194.5M | 0.73% | 448,909 | 增持 |
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