STOREBRAND ASSET MANAGEMENT AS
LYSAKER Q8 · SEC CIK 0001685676
$347.92亿2026Q1 申报市值
773持仓数
33.4%前十大占比 · 第一大 7.0%
19 / 25新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
THOMSON REUTERS 加仓+$5,015.50万
PANW 加仓+$2,410.19万
O 加仓+$2,291.92万
FTAI 新建仓+$2,281.05万
CIEN 加仓+$2,191.36万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$1.57亿
HD 减仓-$1.23亿
AMZN 减仓-$9,231.73万
WCN 减仓-$5,581.41万
RCL 减仓-$3,984.33万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| WLDN | WILLDAN GROUP INC | $161.22万 | 0.00% | 21,058 | -4,609 | -18.0% | -$35.29万 | 减仓 |
| ILMN | ILLUMINA INC | $164.08万 | 0.00% | 13,312 | 3,913 | 41.6% | $48.23万 | 加仓 |
| BLDP | BALLARD PWR SYS INC NEW | $165.41万 | 0.00% | 683,524 | -181,188 | -21.0% | -$43.85万 | 减仓 |
| CNM | CORE & MAIN INC | $166.70万 | 0.00% | 33,745 | -12,120 | -26.4% | -$59.87万 | 减仓 |
| RVTY | REVVITY INC | $167.89万 | 0.00% | 19,163 | -3,136 | -14.1% | -$27.47万 | 减仓 |
| EL | LAUDER ESTEE COS INC | $171.08万 | 0.00% | 23,837 | 4,314 | 22.1% | $30.96万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $171.28万 | 0.00% | 45,300 | -12,420 | -21.5% | -$46.96万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $171.86万 | 0.00% | 22,073 | -630 | -2.8% | -$4.91万 | 减仓 |
| DOCU | DOCUSIGN INC | $172.89万 | 0.00% | 36,468 | -41,029 | -52.9% | -$194.52万 | 减仓 |
| BLBD | BLUE BIRD CORP | $173.08万 | 0.00% | 30,478 | -420 | -1.4% | -$2.39万 | 减仓 |
| — | TOPBUILD COR | $173.58万 | 0.00% | 4,941 | -231 | -4.5% | -$8.12万 | 减仓 |
| ALB | ALBEMARLE CORP | $174.27万 | 0.01% | 9,707 | 0 | 0.0% | — | 不变 |
| RUN | SUNRUN INC | $178.59万 | 0.01% | 131,704 | -13,178 | -9.1% | -$17.87万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $179.96万 | 0.01% | 15,405 | 0 | 0.0% | — | 不变 |
| IEX | IDEX CORP | $180.13万 | 0.01% | 9,503 | 106 | 1.1% | $2.01万 | 加仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $181.44万 | 0.01% | 7,239 | -402 | -5.3% | -$10.08万 | 减仓 |
| AWR | AMER STATES WTR CO | $182.96万 | 0.01% | 24,195 | -3,783 | -13.5% | -$28.61万 | 减仓 |
| ALLE | ALLEGION PLC | $184.02万 | 0.01% | 12,666 | 8,885 | 235.0% | $129.09万 | 加仓 |
| BEKE | KE HLDGS INC | $188.65万 | 0.01% | 126,016 | -2,404 | -1.9% | -$3.60万 | 减仓 |
| GBX | GREENBRIER COS INC | $190.20万 | 0.01% | 36,126 | -8,123 | -18.4% | -$42.77万 | 减仓 |
| FOSL | FOSSIL GROUP INC | $193.70万 | 0.01% | 449,424 | 0 | 0.0% | — | 不变 |
| PLPC | PREFORMED LINE PRODS CO | $194.83万 | 0.01% | 7,196 | 19 | 0.3% | $5,144 | 加仓 |
| IONQ | IONQ INC | $196.37万 | 0.01% | 68,112 | 60,296 | 771.4% | $173.83万 | 加仓 |
| MHK | MOHAWK INDS INC | $196.78万 | 0.01% | 19,986 | 0 | 0.0% | — | 不变 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $201.28万 | 0.01% | 24,985 | 6,133 | 32.5% | $49.41万 | 加仓 |
| STNE | STONECO LTD | $208.23万 | 0.01% | 147,474 | 12,722 | 9.4% | $17.96万 | 加仓 |
| GDDY | GODADDY INC | $209.90万 | 0.01% | 25,390 | -57,799 | -69.5% | -$477.82万 | 减仓 |
| P | EVERPURE INC | $211.23万 | 0.01% | 35,778 | -35,772 | -50.0% | -$211.20万 | 减仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $211.31万 | 0.01% | 37,314 | 0 | 0.0% | — | 不变 |
| GLPI | GAMING & LEISURE P | $211.58万 | 0.01% | 47,686 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $214.93万 | 0.01% | 72,955 | 0 | 0.0% | — | 不变 |
| RNW | RENEW ENERGY GLOBAL PLC | $216.12万 | 0.01% | 471,877 | 56,803 | 13.7% | $26.02万 | 加仓 |
| AMRZ | AMRIZE LTD | $216.19万 | 0.01% | 38,592 | -80,332 | -67.5% | -$450.02万 | 减仓 |
| ALAB | ASTERA LABS INC | $216.32万 | 0.01% | 19,737 | 19,737 | — | $216.32万 | 新建仓 |
| HRB | BLOCK H & R INC | $216.41万 | 0.01% | 68,181 | 0 | 0.0% | — | 不变 |
| PODD | INSULET CORP | $220.31万 | 0.01% | 10,499 | -9,666 | -47.9% | -$202.83万 | 减仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $222.91万 | 0.01% | 49,165 | -8,384 | -14.6% | -$38.01万 | 减仓 |
| SUNC | SUNOCOCORP LLC | $229.91万 | 0.01% | 37,293 | 0 | 0.0% | — | 不变 |
| KT | KT CORP | $235.31万 | 0.01% | 109,700 | 0 | 0.0% | — | 不变 |
| NVT | NVENT ELEC PLC | $237.01万 | 0.01% | 20,038 | 0 | 0.0% | — | 不变 |
| BBY | BEST BUY INC | $240.65万 | 0.01% | 37,484 | -6,303 | -14.4% | -$40.47万 | 减仓 |
| YUMC | YUM CHINA HLDGS INC | $242.80万 | 0.01% | 49,775 | -25,834 | -34.2% | -$126.02万 | 减仓 |
| PPG | PPG INDS INC | $244.49万 | 0.01% | 22,875 | -9,401 | -29.1% | -$100.48万 | 减仓 |
| LH | LABCORP HOLDINGS INC | $258.75万 | 0.01% | 9,698 | -1,224 | -11.2% | -$32.66万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $265.34万 | 0.01% | 178,200 | -14,795 | -7.7% | -$22.03万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $269.78万 | 0.01% | 13,214 | -844 | -6.0% | -$17.23万 | 减仓 |
| NBR | NABORS INDUSTRIES LTD | $274.51万 | 0.01% | 31,898 | 0 | 0.0% | — | 不变 |
| MAC | MACERICH CO | $275.60万 | 0.01% | 145,820 | 26,501 | 22.2% | $50.09万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $276.00万 | 0.01% | 307,352 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP | $276.76万 | 0.01% | 44,696 | 7,959 | 21.7% | $49.28万 | 加仓 |
| LII | LENNOX INTL INC | $279.41万 | 0.01% | 6,020 | -3,827 | -38.9% | -$177.62万 | 减仓 |
| ATHM | AUTOHOME INC | $281.21万 | 0.01% | 161,895 | 0 | 0.0% | — | 不变 |
| UMH | UMH PPTYS INC | $287.01万 | 0.01% | 198,900 | -34,208 | -14.7% | -$49.36万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $294.26万 | 0.01% | 24,211 | -2,493 | -9.3% | -$30.30万 | 减仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $296.92万 | 0.01% | 233,061 | 0 | 0.0% | — | 不变 |
| FUTU | FUTU HLDGS LTD | $299.22万 | 0.01% | 21,879 | -42,965 | -66.3% | -$587.59万 | 减仓 |
| IQV | IQVIA HLDGS INC | $300.95万 | 0.01% | 17,647 | -2,673 | -13.2% | -$45.59万 | 减仓 |
| SLG | SL GREEN RLTY CORP | $305.19万 | 0.01% | 82,619 | -16,195 | -16.4% | -$59.82万 | 减仓 |
| UDR | UDR INC | $307.38万 | 0.01% | 90,996 | -21,142 | -18.9% | -$71.42万 | 减仓 |
| CPT | CAMDEN PPTY TR | $310.45万 | 0.01% | 31,789 | -3,706 | -10.4% | -$36.19万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $313.85万 | 0.01% | 857,516 | -70,076 | -7.6% | -$25.65万 | 减仓 |
| RF | REGIONS FINANCIAL CORP NEW | $318.54万 | 0.01% | 121,951 | -821 | -0.7% | -$2.14万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $319.04万 | 0.01% | 71,421 | -26,441 | -27.0% | -$118.11万 | 减仓 |
| VSNT | VERSANT MEDIA GROUP INC | $326.40万 | 0.01% | 88,168 | 88,168 | — | $326.40万 | 新建仓 |
| MOD | MODINE MFG CO | $328.01万 | 0.01% | 15,136 | -4,248 | -21.9% | -$92.06万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $339.28万 | 0.01% | 147,000 | 0 | 0.0% | — | 不变 |
| ENR | ENERGIZER HLDGS INC | $341.09万 | 0.01% | 207,726 | 0 | 0.0% | — | 不变 |
| JXN | JACKSON FINANCIAL INC | $343.00万 | 0.01% | 32,444 | 0 | 0.0% | — | 不变 |
| CHTR | CHARTER COMMUNICATIONS INC | $343.68万 | 0.01% | 15,920 | -5,051 | -24.1% | -$109.04万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $344.01万 | 0.01% | 22,934 | 1,299 | 6.0% | $19.48万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $347.75万 | 0.01% | 68,120 | -9,353 | -12.1% | -$47.75万 | 减仓 |
| OC | OWENS CORNING NEW | $348.56万 | 0.01% | 32,208 | -9,244 | -22.3% | -$100.04万 | 减仓 |
| TASK | TASKUS INC | $349.73万 | 0.01% | 521,200 | 0 | 0.0% | — | 不变 |
| ESS | ESSEX PPTY TR INC | $354.07万 | 0.01% | 14,631 | 691 | 5.0% | $16.72万 | 加仓 |
| MAS | MASCO CORP | $355.21万 | 0.01% | 58,839 | -25,101 | -29.9% | -$151.53万 | 减仓 |
| INVH | INVITATION HOMES INC | $362.64万 | 0.01% | 145,931 | -23,552 | -13.9% | -$58.53万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $363.68万 | 0.01% | 38,743 | 26,092 | 206.2% | $244.93万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $368.24万 | 0.01% | 224,127 | -30,792 | -12.1% | -$50.59万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $375.02万 | 0.01% | 80,858 | 107 | 0.1% | $4,963 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $377.81万 | 0.01% | 26,378 | 16,500 | 167.0% | $236.33万 | 加仓 |
| M | MACYS INC | $387.45万 | 0.01% | 214,178 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC | $391.65万 | 0.01% | 19,978 | 59 | 0.3% | $1.16万 | 加仓 |
| MYRG | MYR GROUP INC | $394.49万 | 0.01% | 13,973 | -286 | -2.0% | -$8.07万 | 减仓 |
| FISV | FISERV INC | $396.51万 | 0.01% | 71,059 | -60,534 | -46.0% | -$337.78万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $398.44万 | 0.01% | 61,669 | 5,888 | 10.6% | $38.04万 | 加仓 |
| RKT | ROCKET COS INC | $398.98万 | 0.01% | 279,987 | 31,263 | 12.6% | $44.55万 | 加仓 |
| IOT | SAMSARA INC | $403.95万 | 0.01% | 127,468 | -101,366 | -44.3% | -$321.23万 | 减仓 |
| LVS | LAS VEGAS SANDS CORP | $404.19万 | 0.01% | 75,017 | 0 | 0.0% | — | 不变 |
| EPC | EDGEWELL PERSONAL CARE CO | $405.16万 | 0.01% | 189,858 | 0 | 0.0% | — | 不变 |
| TAL | TAL ED GROUP | $405.43万 | 0.01% | 356,577 | 3,403 | 1.0% | $3.87万 | 加仓 |
| IVZ | INVESCO LTD | $405.60万 | 0.01% | 166,983 | 982 | 0.6% | $2.39万 | 加仓 |
| RL | RALPH LAUREN CORP | $406.39万 | 0.01% | 11,814 | -2,415 | -17.0% | -$83.07万 | 减仓 |
| GRMN | GARMIN LTD | $410.29万 | 0.01% | 17,684 | -9,646 | -35.3% | -$223.80万 | 减仓 |
| CNC | CENTENE CORP DEL | $417.66万 | 0.01% | 127,569 | 6,000 | 4.9% | $19.64万 | 加仓 |
| CTRE | CARETRUST REIT INC | $418.67万 | 0.01% | 114,235 | -20,770 | -15.4% | -$76.12万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $430.87万 | 0.01% | 314,963 | -37,837 | -10.7% | -$51.76万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $436.21万 | 0.01% | 87,610 | 0 | 0.0% | — | 不变 |
| NIO | NIO INC | $437.88万 | 0.01% | 726,176 | 61,657 | 9.3% | $37.18万 | 加仓 |
| MWA | MUELLER WTR PRODS INC | $443.63万 | 0.01% | 161,378 | -15,293 | -8.7% | -$42.04万 | 减仓 |
| CRWV | COREWEAVE INC | $446.92万 | 0.01% | 57,689 | 48,589 | 533.9% | $376.42万 | 加仓 |