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 |
|---|---|---|---|---|---|---|---|---|
| RUN | SUNRUN INC | $207.35万 | 0.01% | 154,969 | 23,265 | 17.7% | $31.13万 | 加仓 |
| PLUG | PLUG PWR INC | $207.95万 | 0.01% | 767,344 | 64,965 | 9.2% | $17.61万 | 加仓 |
| GLPI | GAMING & LEISURE P | $212.35万 | 0.01% | 47,686 | 0 | 0.0% | — | 不变 |
| FN | FABRINET | $212.86万 | 0.01% | 3,787 | 3,787 | — | $212.86万 | 新建仓 |
| IEX | IDEX CORP | $216.76万 | 0.01% | 9,551 | 48 | 0.5% | $1.09万 | 加仓 |
| ENPH | ENPHASE ENERGY INC | $221.05万 | 0.01% | 44,893 | -407 | -0.9% | -$2.00万 | 减仓 |
| CDW | CDW CORP | $224.08万 | 0.01% | 15,933 | 10,886 | 215.7% | $153.10万 | 加仓 |
| AAON | AAON INC | $224.10万 | 0.01% | 17,665 | 997 | 6.0% | $12.65万 | 加仓 |
| NBR | NABORS INDUSTRIES LTD | $225.97万 | 0.01% | 26,898 | -5,000 | -15.7% | -$42.01万 | 减仓 |
| ARES | ARES MANAGEMENT CORPORATION | $227.45万 | 0.01% | 20,434 | 11,899 | 139.4% | $132.45万 | 加仓 |
| CNM | CORE & MAIN INC | $227.71万 | 0.01% | 47,193 | 13,448 | 39.9% | $64.89万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $232.73万 | 0.01% | 44,203 | 19,218 | 76.9% | $101.18万 | 加仓 |
| XPO | XPO INC | $233.23万 | 0.01% | 11,361 | 11,361 | — | $233.23万 | 新建仓 |
| AMRZ | AMRIZE LTD | $233.96万 | 0.01% | 43,894 | 5,302 | 13.7% | $28.26万 | 加仓 |
| MHK | MOHAWK INDS INC | $242.49万 | 0.01% | 19,986 | 0 | 0.0% | — | 不变 |
| MAN | MANPOWERGROUP INC WIS | $246.37万 | 0.01% | 72,955 | 0 | 0.0% | — | 不变 |
| — | BEAZER HOMES USA INC | $246.64万 | 0.01% | 87,929 | -300,939 | -77.4% | -$844.13万 | 减仓 |
| TW | TRADEWEB MKTS INC | $247.04万 | 0.01% | 24,788 | 17,789 | 254.2% | $177.29万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $248.38万 | 0.01% | 51,054 | 1,889 | 3.8% | $9.19万 | 加仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $249.84万 | 0.01% | 233,061 | 0 | 0.0% | — | 不变 |
| SUNC | SUNOCOCORP LLC | $252.36万 | 0.01% | 37,293 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $257.79万 | 0.01% | 32,719 | -3,059 | -8.5% | -$24.10万 | 减仓 |
| HRB | BLOCK H & R INC | $259.63万 | 0.01% | 68,181 | 0 | 0.0% | — | 不变 |
| ATHM | AUTOHOME INC | $259.82万 | 0.01% | 136,533 | -25,362 | -15.7% | -$48.26万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $259.88万 | 0.01% | 7,239 | 0 | 0.0% | — | 不变 |
| CSIQ | CANADIAN SOLAR INC | $261.53万 | 0.01% | 163,254 | 70,626 | 76.2% | $113.14万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $271.54万 | 0.01% | 9,698 | 0 | 0.0% | — | 不变 |
| BLBD | BLUE BIRD CORP | $272.81万 | 0.01% | 34,550 | 4,072 | 13.4% | $32.15万 | 加仓 |
| BBY | BEST BUY INC | $274.53万 | 0.01% | 36,179 | -1,305 | -3.5% | -$9.90万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $276.58万 | 0.01% | 175,942 | -638,315 | -78.4% | -$1,003.43万 | 减仓 |
| TAL | TAL ED GROUP | $289.89万 | 0.01% | 302,913 | -53,664 | -15.0% | -$51.36万 | 减仓 |
| FTI | TECHNIPFMC PLC | $294.52万 | 0.01% | 44,423 | 44,423 | — | $294.52万 | 新建仓 |
| VSNT | VERSANT MEDIA GROUP INC | $295.74万 | 0.01% | 82,128 | -6,040 | -6.9% | -$21.75万 | 减仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $296.56万 | 0.01% | 474,504 | 2,627 | 0.6% | $1.64万 | 加仓 |
| LVS | LAS VEGAS SANDS CORP | $298.24万 | 0.01% | 64,569 | -10,448 | -13.9% | -$48.26万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $299.52万 | 0.01% | 75,180 | -12,430 | -14.2% | -$49.52万 | 减仓 |
| UMH | UMH PPTYS INC | $301.13万 | 0.01% | 198,900 | 0 | 0.0% | — | 不变 |
| PAYC | PAYCOM SOFTWARE INC | $304.28万 | 0.01% | 24,211 | 0 | 0.0% | — | 不变 |
| MOD | MODINE MFG CO | $304.56万 | 0.01% | 11,406 | -3,730 | -24.6% | -$99.60万 | 减仓 |
| PLPC | PREFORMED LINE PRODS CO | $311.41万 | 0.01% | 7,585 | 389 | 5.4% | $15.97万 | 加仓 |
| IRT | INDEPENDENCE RLTY TR INC | $320.27万 | 0.01% | 191,894 | 13,694 | 7.7% | $22.86万 | 加仓 |
| AWR | AMER STATES WTR CO | $322.48万 | 0.01% | 39,027 | 14,832 | 61.3% | $122.56万 | 加仓 |
| FISV | FISERV INC | $322.99万 | 0.01% | 65,849 | -5,210 | -7.3% | -$25.56万 | 减仓 |
| IQV | IQVIA HLDGS INC | $325.71万 | 0.01% | 16,857 | -790 | -4.5% | -$15.26万 | 减仓 |
| NWPX | NWPX INFRASTRUCTURE INC | $327.99万 | 0.01% | 21,875 | -198 | -0.9% | -$2.97万 | 减仓 |
| JXN | JACKSON FINANCIAL INC | $332.19万 | 0.01% | 32,444 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $334.93万 | 0.01% | 57,311 | -10,809 | -15.9% | -$63.17万 | 减仓 |
| PPG | PPG INDS INC | $338.76万 | 0.01% | 27,930 | 5,055 | 22.1% | $61.31万 | 加仓 |
| NVT | NVENT ELEC PLC | $339.86万 | 0.01% | 20,038 | 0 | 0.0% | — | 不变 |
| BIIB | BIOGEN INC | $341.63万 | 0.01% | 15,812 | 11,589 | 274.4% | $250.39万 | 加仓 |
| MAC | MACERICH CO | $341.66万 | 0.01% | 135,635 | -10,185 | -7.0% | -$25.66万 | 减仓 |
| AA | ALCOA CORP | $352.21万 | 0.01% | 67,551 | -1,676 | -2.4% | -$8.74万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $354.18万 | 0.01% | 939,464 | 81,948 | 9.6% | $30.89万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $358.10万 | 0.01% | 93,989 | -64,593 | -40.7% | -$246.10万 | 减仓 |
| RKT | ROCKET COS INC | $358.48万 | 0.01% | 227,607 | -52,380 | -18.7% | -$82.50万 | 减仓 |
| MAS | MASCO CORP | $359.14万 | 0.01% | 44,137 | -14,702 | -25.0% | -$119.63万 | 减仓 |
| UHAL/B | U HAUL HOLDING COMPANY | $359.18万 | 0.01% | 62,250 | -9,171 | -12.8% | -$52.92万 | 减仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $362.63万 | 0.01% | 169,455 | -54,672 | -24.4% | -$117.00万 | 减仓 |
| GDDY | GODADDY INC | $367.39万 | 0.01% | 43,284 | 17,894 | 70.5% | $151.88万 | 加仓 |
| RF | REGIONS FINANCIAL CORP NEW | $368.29万 | 0.01% | 121,951 | 0 | 0.0% | — | 不变 |
| STZ | CONSTELLATION BRANDS INC | $368.63万 | 0.01% | 26,503 | 3,569 | 15.6% | $49.64万 | 加仓 |
| CPT | CAMDEN PPTY TR | $368.98万 | 0.01% | 32,228 | 439 | 1.4% | $5.03万 | 加仓 |
| NIO | NIO INC | $371.78万 | 0.01% | 734,744 | 8,568 | 1.2% | $4.34万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $379.79万 | 0.01% | 169,701 | -18,843 | -10.0% | -$42.17万 | 减仓 |
| UDR | UDR INC | $381.53万 | 0.01% | 95,573 | 4,577 | 5.0% | $18.27万 | 加仓 |
| JOYY | JOYY INC | $387.91万 | 0.01% | 58,783 | -26,730 | -31.3% | -$176.39万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $388.58万 | 0.01% | 82,396 | 1,538 | 1.9% | $7.25万 | 加仓 |
| LII | LENNOX INTL INC | $395.16万 | 0.01% | 6,897 | 877 | 14.6% | $50.25万 | 加仓 |
| UMC | UNITED MICROELECTRONICS CORP | $399.65万 | 0.01% | 146,875 | -160,477 | -52.2% | -$436.66万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $411.57万 | 0.01% | 19,978 | 0 | 0.0% | — | 不变 |
| GRMN | GARMIN LTD | $423.72万 | 0.01% | 17,838 | 154 | 0.9% | $3.66万 | 加仓 |
| LKQ | LKQ CORP | $424.64万 | 0.01% | 161,277 | 896 | 0.6% | $2.36万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $427.72万 | 0.01% | 82,619 | 0 | 0.0% | — | 不变 |
| AVY | AVERY DENNISON CORP | $428.78万 | 0.01% | 26,411 | -1,398 | -5.0% | -$22.70万 | 减仓 |
| EXPD | EXPEDITORS INTL WASH INC | $429.91万 | 0.01% | 26,378 | 0 | 0.0% | — | 不变 |
| MWA | MUELLER WTR PRODS INC | $432.07万 | 0.01% | 167,276 | 5,898 | 3.7% | $15.23万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $434.24万 | 0.01% | 147,000 | 0 | 0.0% | — | 不变 |
| INVH | INVITATION HOMES INC | $441.75万 | 0.01% | 146,227 | 296 | 0.2% | $8,942 | 加仓 |
| — | PUBLIC POL HLDG CO INC | $442.85万 | 0.01% | 597,637 | -2,363 | -0.4% | -$1.75万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $445.36万 | 0.01% | 207,726 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $448.66万 | 0.01% | 85,215 | 0 | 0.0% | — | 不变 |
| FIS | FIDELITY NATL INFORMATION SV | $455.86万 | 0.01% | 117,249 | -5,467 | -4.5% | -$21.26万 | 减仓 |
| CTRE | CARETRUST REIT INC | $460.94万 | 0.01% | 114,235 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $460.98万 | 0.01% | 110,493 | -14,255 | -11.4% | -$59.47万 | 减仓 |
| ESS | ESSEX PPTY TR INC | $467.13万 | 0.01% | 16,020 | 1,389 | 9.5% | $40.50万 | 加仓 |
| RL | RALPH LAUREN CORP | $474.23万 | 0.01% | 11,814 | 0 | 0.0% | — | 不变 |
| ERO | ERO COPPER CORP | $476.10万 | 0.01% | 177,982 | 177,982 | — | $476.10万 | 新建仓 |
| L | LOEWS CORP | $479.03万 | 0.01% | 42,313 | -742 | -1.7% | -$8.40万 | 减仓 |
| IVZ | INVESCO LTD | $480.25万 | 0.01% | 181,983 | 15,000 | 9.0% | $39.58万 | 加仓 |
| PKG | PACKAGING CORP AMER | $480.71万 | 0.01% | 20,174 | -5,040 | -20.0% | -$120.09万 | 减仓 |
| ZS | ZSCALER INC | $482.22万 | 0.01% | 34,164 | -280 | -0.8% | -$3.95万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $484.59万 | 0.01% | 28,362 | 28,362 | — | $484.59万 | 新建仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $488.52万 | 0.01% | 185,398 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $494.23万 | 0.01% | 152,399 | 24,931 | 19.6% | $80.85万 | 加仓 |
| CHRD | CHORD ENERGY CORPORATION | $494.40万 | 0.01% | 43,255 | 0 | 0.0% | — | 不变 |
| AFG | AMERICAN FINANCIAL GROUP INC | $497.92万 | 0.01% | 35,581 | -7,272 | -17.0% | -$101.76万 | 减仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $509.96万 | 0.01% | 189,858 | 0 | 0.0% | — | 不变 |
| OC | OWENS CORNING NEW | $520.47万 | 0.01% | 32,742 | 534 | 1.7% | $8.49万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $525.64万 | 0.01% | 390,522 | -20,164 | -4.9% | -$27.14万 | 减仓 |
| IONQ | IONQ INC | $526.08万 | 0.01% | 98,775 | 30,663 | 45.0% | $163.31万 | 加仓 |