STOREBRAND ASSET MANAGEMENT AS
LYSAKER Q8 · SEC CIK 0001685676
$406.11亿2026Q2 申报市值
762持仓数
32.7%前十大占比 · 第一大 6.8%
22 / 33新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
JNJ 新建仓+$8,692.63万
AAPL 加仓+$7,699.18万
TME 加仓+$3,045.26万
MRVL 加仓+$2,664.30万
ADSK 加仓+$2,345.11万
2026Q2 卖出最多 按季末市值估算
PANW 减仓-$8,576.48万
CRWD 减仓-$6,423.58万
GOOG 减仓-$4,790.70万
GLW 减仓-$4,755.08万
HOLOGIC INC 清仓-$4,438.68万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| TOST | TOAST INC | $24.55万 | 0.00% | 8,824 | -6,159 | -41.1% | -$17.13万 | 减仓 |
| BSY | BENTLEY SYS INC | $25.03万 | 0.00% | 8,375 | -39 | -0.5% | -$1,166 | 减仓 |
| WHR | WHIRLPOOL CORP | $28.42万 | 0.00% | 7,209 | 0 | 0.0% | — | 不变 |
| CSGP | COSTAR GROUP INC | $28.55万 | 0.00% | 10,081 | -25,997 | -72.1% | -$73.62万 | 减仓 |
| APA | APA CORPORATION | $29.75万 | 0.00% | 9,134 | 0 | 0.0% | — | 不变 |
| ALGN | ALIGN TECHNOLOGY INC | $31.30万 | 0.00% | 1,856 | 0 | 0.0% | — | 不变 |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | $32.16万 | 0.00% | 6,307 | 0 | 0.0% | — | 不变 |
| GLBE | GLOBAL E ONLINE LTD | $33.06万 | 0.00% | 9,519 | 0 | 0.0% | — | 不变 |
| LUMN | LUMEN TECHNOLOGIES INC | $33.23万 | 0.00% | 43,270 | 0 | 0.0% | — | 不变 |
| PAGS | PAGSEGURO DIGITAL LTD | $35.78万 | 0.00% | 39,537 | 1,316 | 3.4% | $1.19万 | 加仓 |
| DPZ | DOMINOS PIZZA INC | $36.56万 | 0.00% | 1,235 | -163 | -11.7% | -$4.83万 | 减仓 |
| SWK | STANLEY BLACK & DECKER INC | $37.19万 | 0.00% | 3,951 | -1,864 | -32.1% | -$17.54万 | 减仓 |
| KEY | KEYCORP | $37.50万 | 0.00% | 16,269 | 0 | 0.0% | — | 不变 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $40.65万 | 0.00% | 7,691 | 1,704 | 28.5% | $9.01万 | 加仓 |
| CWCO | CONSOLIDATED WATER CO INC | $45.27万 | 0.00% | 15,346 | 867 | 6.0% | $2.56万 | 加仓 |
| ABEV | AMBEV SA | $46.62万 | 0.00% | 148,469 | 0 | 0.0% | — | 不变 |
| LULU | LULULEMON ATHLETICA INC | $48.37万 | 0.00% | 4,236 | -5 | -0.1% | -$571 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $55.26万 | 0.00% | 4,675 | 0 | 0.0% | — | 不变 |
| WYNN | WYNN RESORTS LTD | $56.55万 | 0.00% | 5,824 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP | $57.71万 | 0.00% | 1,913 | 1,205 | 170.2% | $36.35万 | 加仓 |
| PODD | INSULET CORP | $58.40万 | 0.00% | 3,836 | -6,663 | -63.5% | -$101.44万 | 减仓 |
| MGM | MGM RESORTS INTERNATIONAL | $58.89万 | 0.00% | 12,318 | 0 | 0.0% | — | 不变 |
| POOL | POOL CORP | $59.53万 | 0.00% | 2,770 | -1,202 | -30.3% | -$25.83万 | 减仓 |
| AOS | SMITH A O CORP | $60.60万 | 0.00% | 9,662 | 1,149 | 13.5% | $7.21万 | 加仓 |
| GPN | GLOBAL PMTS INC | $62.24万 | 0.00% | 8,578 | -358 | -4.0% | -$2.60万 | 减仓 |
| — | OATLY GROUP AB | $63.07万 | 0.00% | 67,457 | 3,335 | 5.2% | $3.12万 | 加仓 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $63.08万 | 0.00% | 9,787 | -15,301 | -61.0% | -$98.61万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $68.16万 | 0.00% | 9,728 | -6,305 | -39.3% | -$44.18万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $69.29万 | 0.00% | 13,475 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $70.35万 | 0.00% | 16,022 | -1,159 | -6.7% | -$5.09万 | 减仓 |
| BURL | BURLINGTON STORES INC | $70.46万 | 0.00% | 2,224 | -511 | -18.7% | -$16.19万 | 减仓 |
| HBAN | HUNTINGTON BANCSHARES INC | $71.27万 | 0.00% | 40,200 | 0 | 0.0% | — | 不变 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $72.52万 | 0.00% | 4,741 | 0 | 0.0% | — | 不变 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $72.83万 | 0.00% | 350 | -1 | -0.3% | -$2,081 | 减仓 |
| QFIN | QFIN HOLDINGS INC | $74.89万 | 0.00% | 47,366 | -7,723 | -14.0% | -$12.21万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $76.60万 | 0.00% | 7,715 | 1,672 | 27.7% | $16.60万 | 加仓 |
| MSEX | MIDDLESEX WTR CO | $82.64万 | 0.00% | 14,715 | -118 | -0.8% | -$6,627 | 减仓 |
| BIDU | BAIDU INC | $83.95万 | 0.00% | 7,345 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP | $85.54万 | 0.00% | 9,453 | -2,945 | -23.8% | -$26.65万 | 减仓 |
| AIZ | ASSURANT INC | $86.14万 | 0.00% | 3,208 | -1,827 | -36.3% | -$49.06万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $93.55万 | 0.00% | 6,792 | -844 | -11.1% | -$11.63万 | 减仓 |
| CLX | CLOROX CO DEL | $96.07万 | 0.00% | 10,066 | -1,259 | -11.1% | -$12.02万 | 减仓 |
| LEGN | LEGEND BIOTECH CORP | $97.21万 | 0.00% | 33,660 | 1,902 | 6.0% | $5.49万 | 加仓 |
| MDLN | MEDLINE INC | $102.00万 | 0.00% | 25,862 | 25,862 | — | $102.00万 | 新建仓 |
| BEKE | KE HLDGS INC | $103.50万 | 0.00% | 71,230 | -54,786 | -43.5% | -$79.60万 | 减仓 |
| OKLO | OKLO INC | $104.82万 | 0.00% | 20,031 | -7,362 | -26.9% | -$38.53万 | 减仓 |
| ONC | BEONE MEDICINES LTD | $106.52万 | 0.00% | 3,738 | -930 | -19.9% | -$26.50万 | 减仓 |
| APOG | APOGEE ENTERPRISES INC | $107.49万 | 0.00% | 23,501 | 382 | 1.7% | $1.75万 | 加仓 |
| PINS | PINTEREST INC | $107.91万 | 0.00% | 51,314 | -35,237 | -40.7% | -$74.10万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $112.46万 | 0.00% | 15,405 | 0 | 0.0% | — | 不变 |
| ENTG | ENTEGRIS INC | $113.49万 | 0.00% | 6,310 | 6,227 | 7,502.4% | $112.00万 | 加仓 |
| YUMC | YUM CHINA HLDGS INC | $114.24万 | 0.00% | 27,952 | -21,823 | -43.8% | -$89.19万 | 减仓 |
| CPAY | CORPAY INC | $116.98万 | 0.00% | 3,510 | 965 | 37.9% | $32.16万 | 加仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $119.17万 | 0.00% | 7,071 | 6,490 | 1,117.0% | $109.38万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $120.20万 | 0.00% | 53,975 | -9,334 | -14.7% | -$20.79万 | 减仓 |
| ALB | ALBEMARLE CORP | $121.66万 | 0.00% | 9,010 | -697 | -7.2% | -$9.41万 | 减仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDGS | $122.47万 | 0.00% | 58,015 | 0 | 0.0% | — | 不变 |
| FLUT | FLUTTER ENTMT PLC | $125.59万 | 0.00% | 12,292 | -680 | -5.2% | -$6.95万 | 减仓 |
| — | LEGGETT & PLATT INC | $129.02万 | 0.00% | 110,179 | 100,000 | 982.4% | $117.10万 | 加仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $130.74万 | 0.00% | 28,478 | -8,836 | -23.7% | -$40.57万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $131.60万 | 0.00% | 14,537 | 0 | 0.0% | — | 不变 |
| TIGO | MILLICOM INTL CELLULAR S A | $131.97万 | 0.00% | 14,540 | 14,540 | — | $131.97万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $132.86万 | 0.00% | 66,830 | -6,375 | -8.7% | -$12.67万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $136.54万 | 0.00% | 17,553 | -2,153 | -10.9% | -$16.75万 | 减仓 |
| IBP | INSTALLED BLDG PRODS INC | $137.97万 | 0.00% | 6,003 | 121 | 2.1% | $2.78万 | 加仓 |
| NVR | NVR INC | $140.36万 | 0.00% | 206 | 21 | 11.4% | $14.31万 | 加仓 |
| LCID | LUCID GROUP INC | $143.77万 | 0.00% | 214,909 | 131,137 | 156.5% | $87.73万 | 加仓 |
| AMRC | AMERESCO INC | $144.28万 | 0.00% | 52,274 | 3,305 | 6.7% | $9.12万 | 加仓 |
| HRL | HORMEL FOODS CORP | $147.33万 | 0.00% | 59,361 | 11,962 | 25.2% | $29.69万 | 加仓 |
| NTNX | NUTANIX INC | $150.39万 | 0.00% | 29,512 | -1,252 | -4.1% | -$6.38万 | 减仓 |
| TREX | TREX INC | $156.57万 | 0.00% | 31,289 | 669 | 2.2% | $3.35万 | 加仓 |
| XRX | XEROX HOLDINGS CORP | $157.37万 | 0.00% | 503,589 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $157.51万 | 0.00% | 35,460 | -1,008 | -2.8% | -$4.48万 | 减仓 |
| MTB | M & T BK CORP | $158.23万 | 0.00% | 6,648 | 0 | 0.0% | — | 不变 |
| LNN | LINDSAY CORP | $158.97万 | 0.00% | 12,841 | 1,027 | 8.7% | $12.71万 | 加仓 |
| MRP | MILLROSE PPTYS INC | $159.58万 | 0.00% | 53,106 | 0 | 0.0% | — | 不变 |
| TRU | TRANSUNION | $167.26万 | 0.00% | 23,185 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $172.00万 | 0.00% | 21,786 | -2,051 | -8.6% | -$16.19万 | 减仓 |
| BLDP | BALLARD PWR SYS INC NEW | $172.39万 | 0.00% | 443,173 | -240,351 | -35.2% | -$93.50万 | 减仓 |
| H | HYATT HOTELS CORP | $172.52万 | 0.00% | 8,900 | -325 | -3.5% | -$6.30万 | 减仓 |
| RVTY | REVVITY INC | $173.33万 | 0.00% | 15,579 | -3,584 | -18.7% | -$39.88万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $174.45万 | 0.00% | 22,825 | 0 | 0.0% | — | 不变 |
| GBX | GREENBRIER COS INC | $175.31万 | 0.00% | 35,770 | -356 | -1.0% | -$1.74万 | 减仓 |
| YORW | YORK WTR CO | $176.24万 | 0.00% | 57,500 | 30,394 | 112.1% | $93.16万 | 加仓 |
| ALLE | ALLEGION PLC | $177.94万 | 0.00% | 12,666 | 0 | 0.0% | — | 不变 |
| WLDN | WILLDAN GROUP INC | $179.30万 | 0.00% | 22,668 | 1,610 | 7.6% | $12.74万 | 加仓 |
| — | TOPBUILD COR | $179.68万 | 0.00% | 5,068 | 127 | 2.6% | $4.50万 | 加仓 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $180.01万 | 0.00% | 221,682 | 221,682 | — | $180.01万 | 新建仓 |
| GGG | GRACO INC | $181.01万 | 0.00% | 23,940 | 10,115 | 73.2% | $76.48万 | 加仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $182.52万 | 0.00% | 29,143 | 29,143 | — | $182.52万 | 新建仓 |
| HST | HOST HOTELS & RESORTS INC | $184.43万 | 0.00% | 77,785 | 0 | 0.0% | — | 不变 |
| FOSL | FOSSIL GROUP INC | $186.06万 | 0.00% | 449,424 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $189.56万 | 0.00% | 109,700 | 0 | 0.0% | — | 不变 |
| STNE | STONECO LTD | $191.12万 | 0.00% | 176,307 | 28,833 | 19.6% | $31.25万 | 加仓 |
| FUTU | FUTU HLDGS LTD | $191.45万 | 0.00% | 20,423 | -1,456 | -6.7% | -$13.65万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $198.00万 | 0.00% | 9,311 | -3,903 | -29.5% | -$83.00万 | 减仓 |
| HTO | H2O AMERICA | $201.06万 | 0.00% | 33,085 | 6,110 | 22.7% | $37.13万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $201.31万 | 0.00% | 14,156 | -1,764 | -11.1% | -$25.09万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $201.80万 | 0.00% | 24,746 | -1,760 | -6.6% | -$14.35万 | 减仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $206.85万 | 0.01% | 26,111 | 9,850 | 60.6% | $78.03万 | 加仓 |