Swedbank AB 13F 持仓 · 2026年Q2
Swedbank AB 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 696 只证券，申报市值合计 1,159.94 亿美元。前几大持仓：NVDA（7.51%）、AAPL（5.04%）、MSFT（4.78%）。本季前 25 大持仓中：增持 17 只、减持 8 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $8.71B | 7.51% | 43.5M | 增持 |
| 2 | AAPL | APPLE INC | $5.85B | 5.04% | 20.2M | 增持 |
| 3 | MSFT | MICROSOFT CORP | $5.54B | 4.78% | 14.9M | 减持 |
| 4 | AVGO | BROADCOM INC | $4.97B | 4.29% | 13.2M | 增持 |
| 5 | AMZN | AMAZON COM INC | $3.93B | 3.39% | 16.5M | 增持 |
| 6 | GOOGL | ALPHABET INC | $3.45B | 2.97% | 9.7M | 增持 |
| 7 | GOOG | ALPHABET INC | $3.42B | 2.95% | 9.7M | 减持 |
| 8 | MU | MICRON TECHNOLOGY INC | $2.75B | 2.37% | 2.4M | 增持 |
| 9 | AMD | ADVANCED MICRO DEVICES INC | $2.47B | 2.13% | 4.2M | 增持 |
| 10 | LLY | ELI LILLY & CO | $2.14B | 1.84% | 1.8M | 增持 |
| 11 | AMAT | APPLIED MATLS INC | $2.09B | 1.80% | 2.9M | 增持 |
| 12 | LRCX | LAM RESEARCH CORP | $2.01B | 1.74% | 4.6M | 增持 |
| 13 | KLAC | KLA CORP | $1.66B | 1.43% | 5.5M | 增持 |
| 14 | META | META PLATFORMS INC | $1.59B | 1.37% | 2.8M | 减持 |
| 15 | JPM | JPMORGAN CHASE & CO | $1.54B | 1.32% | 4.7M | 增持 |
| 16 | ADI | ANALOG DEVICES INC | $1.52B | 1.31% | 3.8M | 增持 |
| 17 | C | CITIGROUP INC | $1.41B | 1.21% | 10.1M | 增持 |
| 18 | ANET | ARISTA NETWORKS INC | $1.07B | 0.92% | 6.3M | 减持 |
| 19 | PLD | PROLOGIS INC. | $964.6M | 0.83% | 7.1M | 增持 |
| 20 | JNJ | JOHNSON & JOHNSON | $920.5M | 0.79% | 3.6M | 增持 |
| 21 | V | VISA INC | $882.4M | 0.76% | 2.6M | 减持 |
| 22 | CSCO | CISCO SYS INC | $862.4M | 0.74% | 7.3M | 减持 |
| 23 | APH | AMPHENOL CORP | $843.5M | 0.73% | 4.8M | 增持 |
| 24 | MA | MASTERCARD INCORPORATED | $818.5M | 0.71% | 1.6M | 减持 |
| 25 | PANW | PALO ALTO NETWORKS INC | $827.4M | 0.71% | 2.4M | 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