13FBOX
Andra AP-fonden · 13F 持仓分析
期权收益计算器 机构排行

Andra AP-fonden

No.693 数据截至 2026Q1
最新持仓市值 (Q1 2026)
$83.67亿
环比变动 Q4 2025
+$2.73亿+3.4%
持仓股票数
396
新买入
60
加仓
173
减仓
162
清仓
66
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q1 2026 市值Q1 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
7.34%4.82%$6.14亿352.3万股$3.90亿209.2万股+143.1万股+68.38%加仓
苹果AAPL
6.61%4.24%$5.53亿218.0万股$3.43亿126.2万股+91.7万股+72.69%加仓
微软MSFT
4.57%3.36%$3.82亿103.3万股$2.72亿56.2万股+47.1万股+83.73%加仓
阿斯利康AZN
4.15%$3.47亿23.6万股$00股+23.6万股新买入
亚马逊AMZN
3.46%2.31%$2.90亿139.1万股$1.87亿81.0万股+58.1万股+71.78%加仓
谷歌AGOOGL
2.94%1.71%$2.46亿85.5万股$1.38亿44.2万股+41.3万股+93.44%加仓
AAlphabet Inc Class CGOOG
2.47%0.97%$2.07亿72.0万股$7,890.2万25.1万股+46.9万股+186.50%加仓
博通AVGO
2.4%1.4%$2.01亿65.0万股$1.13亿32.6万股+32.3万股+99.11%加仓
Meta平台META
2.22%1.17%$1.86亿32.5万股$9,471.6万14.3万股+18.1万股+126.43%加仓
礼来LLY
1.4%1.11%$1.17亿12.7万股$8,944.6万8.3万股+4.4万股+52.87%加仓
摩根大通JPM
1.35%0.96%$1.13亿38.3万股$7,765.5万24.1万股+14.2万股+58.79%加仓
强生JNJ
1.16%0.87%$9,725.7万39.8万股$7,079.9万34.2万股+5.6万股+16.30%加仓
沃尔玛WMT
1.04%0.44%$8,687.7万69.9万股$3,526.1万31.7万股+38.3万股+120.87%加仓
万事达MA
0.83%0.89%$6,969.7万13.9万股$7,196.6万12.6万股+1.3万股+10.65%加仓
美光科技MU
0.82%0.65%$6,883.9万20.4万股$5,250.5万18.4万股+2.0万股+10.76%加仓
VisaV
0.82%0.9%$6,860.1万22.7万股$7,298.8万20.8万股+1.9万股+9.06%加仓
AMD超威AMD
0.77%0.25%$6,432.2万31.6万股$2,049.4万9.6万股+22.0万股+230.41%加仓
好市多COST
0.75%0.17%$6,239.8万6.3万股$1,403.9万1.6万股+4.6万股+284.66%加仓
艾伯维ABBV
0.74%0.56%$6,172.6万28.4万股$4,497.6万19.7万股+8.7万股+44.18%加仓
帕兰提尔PLTR
0.71%0.85%$5,963.8万40.8万股$6,844.0万38.5万股+2.3万股+5.89%加仓
可口可乐KO
0.61%0.39%$5,086.1万66.9万股$3,182.3万45.5万股+21.4万股+46.92%加仓
GE航空GE
0.58%0.22%$4,848.8万17.1万股$1,767.4万5.7万股+11.3万股+197.80%加仓
家得宝HD
0.57%0.39%$4,741.3万14.4万股$3,191.9万9.3万股+5.1万股+55.41%加仓
NETFLIXNFLX
0.56%0.77%$4,665.1万48.5万股$6,232.3万66.5万股-18.0万股-27.01%减仓
思科CSCO
0.53%0.44%$4,455.0万57.4万股$3,593.3万46.6万股+10.8万股+23.09%加仓
默沙东MRK
0.52%0.56%$4,384.4万36.4万股$4,506.2万42.8万股-6.4万股-14.86%减仓
百事可乐PEP
0.52%0.15%$4,318.5万27.8万股$1,175.7万8.2万股+19.6万股+239.48%加仓
宝洁PG
0.5%0.14%$4,164.0万28.8万股$1,110.1万7.7万股+21.1万股+272.18%加仓
TJXTJX
0.48%0.58%$3,996.4万25.0万股$4,697.4万30.6万股-5.6万股-18.17%减仓
BBANK OF AMERBAC
0.47%0.22%$3,973.2万81.5万股$1,783.2万32.4万股+49.1万股+151.38%加仓
泛林集团LRCX
0.46%0.98%$3,818.9万17.9万股$7,922.2万46.3万股-28.4万股-61.38%减仓
阿格尼科鹰矿AEM
0.42%0.38%$3,545.5万12.6万股$3,037.2万13.0万股-4,926股-3.78%减仓
ROYAL BK CDA COMRY
0.42%0.05%$3,532.3万15.7万股$376.8万1.6万股+14.1万股+875.45%加仓
WELLS FARGO NEWWFC
0.42%0.45%$3,500.5万44.0万股$3,679.5万39.5万股+4.5万股+11.37%加仓
Q高通QCOM
0.41%2.08%$3,445.9万26.8万股$1.68亿98.5万股-71.7万股-72.82%减仓
金罗斯黄金KGC
0.4%0.66%$3,355.5万78.9万股$5,368.7万138.9万股-60.0万股-43.19%减仓
N新纪元能源NEE
0.4%0.12%$3,348.3万36.0万股$983.1万12.2万股+23.8万股+194.39%加仓
NubankNU
0.4%0.3%$3,341.3万232.5万股$2,468.5万147.5万股+85.1万股+57.68%加仓
甲骨文ORCL
0.39%0.29%$3,303.9万22.5万股$2,362.5万12.1万股+10.3万股+85.28%加仓
应用材料AMAT
0.38%0.99%$3,209.0万9.4万股$8,005.2万31.2万股-21.8万股-69.86%减仓
GGILEAD SCIENCES COMGILD
0.37%0.73%$3,102.4万22.3万股$5,925.9万48.3万股-26.0万股-53.89%减仓
Arista网络ANET
0.37%0.33%$3,069.5万25.0万股$2,673.0万20.4万股+4.6万股+22.55%加仓
ShopifySHOP
0.37%0.19%$3,057.1万18.5万股$1,533.7万6.9万股+11.6万股+166.88%加仓
安费诺APH
0.36%0.2%$3,027.2万24.0万股$1,650.5万12.2万股+11.7万股+96.17%加仓
BOOKING COMBKNG
0.36%0.42%$2,994.4万7,112股$3,368.5万6,290股+822股+13.07%加仓
WELLTOWER COMWELL
0.36%0.31%$2,983.4万15.1万股$2,507.6万13.5万股+1.6万股+11.70%加仓
林德LIN
0.36%0.23%$2,980.8万6.0万股$1,889.3万4.4万股+1.6万股+35.69%加仓
IIBMIBM
0.36%0.36%$2,979.0万12.3万股$2,935.4万9.9万股+2.4万股+24.02%加仓
迪士尼DIS
0.35%0.42%$2,967.7万30.8万股$3,390.3万29.8万股+9,920股+3.33%加仓
ANALOG DEVICES COMADI
0.35%0.16%$2,948.1万9.3万股$1,295.4万4.8万股+4.5万股+94.00%加仓

🧭 机构资金流板块热力图

净流出 净流入