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 |
|---|---|---|---|---|---|---|---|---|
| AA | ALCOA CORP | $459.18万 | 0.01% | 69,227 | 0 | 0.0% | — | 不变 |
| KIM | KIMCO REALTY CORP | $459.52万 | 0.01% | 204,505 | -54,230 | -21.0% | -$121.85万 | 减仓 |
| L | LOEWS CORP | $459.57万 | 0.01% | 43,055 | 4,639 | 12.1% | $49.52万 | 加仓 |
| DXCM | DEXCOM INC | $459.89万 | 0.01% | 73,231 | -1,152 | -1.5% | -$7.23万 | 减仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $470.35万 | 0.01% | 185,398 | 0 | 0.0% | — | 不变 |
| LKQ | LKQ CORP | $471.04万 | 0.01% | 160,381 | -50,997 | -24.1% | -$149.78万 | 减仓 |
| VNO | VORNADO RLTY TR | $474.16万 | 0.01% | 182,441 | -50,951 | -21.8% | -$132.42万 | 减仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $474.57万 | 0.01% | 188,544 | 0 | 0.0% | — | 不变 |
| FITB | FIFTH THIRD BANCORP | $476.50万 | 0.01% | 102,561 | 5,584 | 5.8% | $25.94万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $479.91万 | 0.01% | 56,447 | 4,334 | 8.3% | $36.85万 | 加仓 |
| AVY | AVERY DENNISON CORP | $480.21万 | 0.01% | 27,809 | -3,730 | -11.8% | -$64.41万 | 减仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $481.72万 | 0.01% | 320,079 | -63,225 | -16.5% | -$95.15万 | 减仓 |
| ZS | ZSCALER INC | $483.21万 | 0.01% | 34,444 | -15,407 | -30.9% | -$216.14万 | 减仓 |
| SMCI | SUPER MICRO COMPUTER INC | $484.10万 | 0.01% | 212,603 | -84,699 | -28.5% | -$192.86万 | 减仓 |
| BZ | KANZHUN LIMITED | $492.11万 | 0.01% | 367,521 | 28,177 | 8.3% | $37.73万 | 加仓 |
| — | MASIMO CORP | $492.95万 | 0.01% | 27,714 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED | $498.41万 | 0.01% | 145,394 | 145,394 | — | $498.41万 | 新建仓 |
| JOYY | JOYY INC | $499.31万 | 0.01% | 85,513 | 0 | 0.0% | — | 不变 |
| OVV | OVINTIV INC | $505.84万 | 0.01% | 85,215 | 0 | 0.0% | — | 不变 |
| CHT | CHUNGHWA TELECOM CO LTD | $507.29万 | 0.01% | 120,097 | 0 | 0.0% | — | 不变 |
| TME | TENCENT MUSIC ENTMT GROUP | $508.69万 | 0.01% | 548,152 | 16,646 | 3.1% | $15.45万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $510.06万 | 0.01% | 90,581 | -24,732 | -21.4% | -$139.27万 | 减仓 |
| MAA | MID-AMER APT CMNTYS INC | $511.24万 | 0.01% | 41,864 | 77 | 0.2% | $9,403 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $514.63万 | 0.01% | 711,794 | 287,443 | 67.7% | $207.82万 | 加仓 |
| SBAC | SBA COMMUNICATIONS CORP | $516.76万 | 0.01% | 30,025 | -10,032 | -25.0% | -$172.66万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $518.97万 | 0.01% | 53,365 | 53,365 | — | $518.97万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $525.02万 | 0.02% | 797,896 | 345,428 | 76.3% | $227.29万 | 加仓 |
| TYL | TYLER TECHNOLOGIES INC | $531.96万 | 0.02% | 15,537 | -933 | -5.7% | -$31.94万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $532.90万 | 0.02% | 57,880 | -13 | -0.0% | -$1,197 | 减仓 |
| PKG | PACKAGING CORP AMER | $535.09万 | 0.02% | 25,214 | 25 | 0.1% | $5,305 | 加仓 |
| WIX | WIX COM LTD | $545.04万 | 0.02% | 60,513 | -5,549 | -8.4% | -$49.98万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $547.28万 | 0.02% | 42,853 | -2,418 | -5.3% | -$30.88万 | 减仓 |
| XP | XP INC | $556.68万 | 0.02% | 292,373 | 35,752 | 13.9% | $68.07万 | 加仓 |
| NTRA | NATERA INC | $561.93万 | 0.02% | 28,098 | 1,736 | 6.6% | $34.72万 | 加仓 |
| ALLY | ALLY FINL INC | $564.79万 | 0.02% | 143,970 | -26,385 | -15.5% | -$103.51万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $566.14万 | 0.02% | 158,582 | -47,343 | -23.0% | -$169.01万 | 减仓 |
| MDB | MONGODB INC | $568.01万 | 0.02% | 23,206 | 3,725 | 19.1% | $91.18万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $570.31万 | 0.02% | 63,073 | -30,296 | -32.4% | -$273.94万 | 减仓 |
| SUI | SUN CMNTYS INC | $571.52万 | 0.02% | 45,373 | -3,828 | -7.8% | -$48.22万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $575.66万 | 0.02% | 122,716 | -81,889 | -40.0% | -$384.14万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $576.40万 | 0.02% | 85,304 | -308 | -0.4% | -$2.08万 | 减仓 |
| VMC | VULCAN MATLS CO | $600.58万 | 0.02% | 22,056 | -10,020 | -31.2% | -$272.84万 | 减仓 |
| NTAP | NETAPP INC | $614.00万 | 0.02% | 59,967 | -29,431 | -32.9% | -$301.34万 | 减仓 |
| CHRD | CHORD ENERGY CORPORATION | $615.00万 | 0.02% | 43,255 | -9,547 | -18.1% | -$135.74万 | 减仓 |
| RJF | RAYMOND JAMES FINL INC | $619.14万 | 0.02% | 42,761 | -9,791 | -18.6% | -$141.76万 | 减仓 |
| EFX | EQUIFAX INC | $622.32万 | 0.02% | 34,560 | -25,716 | -42.7% | -$463.07万 | 减仓 |
| STE | STERIS PLC | $626.42万 | 0.02% | 28,328 | -20 | -0.1% | -$4,423 | 减仓 |
| — | NAVIENT CORPORATION | $626.66万 | 0.02% | 766,092 | 0 | 0.0% | — | 不变 |
| HTHT | H WORLD GROUP LTD | $627.36万 | 0.02% | 124,748 | 6,599 | 5.6% | $33.19万 | 加仓 |
| HUM | HUMANA INC | $632.34万 | 0.02% | 36,469 | -7,992 | -18.0% | -$138.57万 | 减仓 |
| EIX | EDISON INTL | $638.99万 | 0.02% | 87,318 | 0 | 0.0% | — | 不变 |
| CAG | CONAGRA BRANDS INC | $645.60万 | 0.02% | 410,686 | -7,161 | -1.7% | -$11.26万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $650.68万 | 0.02% | 35,687 | -8,995 | -20.1% | -$164.01万 | 减仓 |
| LPLA | LPL FINL HLDGS INC | $660.41万 | 0.02% | 21,953 | -9,735 | -30.7% | -$292.86万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $683.76万 | 0.02% | 118,750 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $687.33万 | 0.02% | 432,827 | 14,494 | 3.5% | $23.02万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $687.41万 | 0.02% | 76,260 | -5,529 | -6.8% | -$49.84万 | 减仓 |
| WAT | WATERS CORP | $695.04万 | 0.02% | 23,339 | 17,055 | 271.4% | $507.90万 | 加仓 |
| AN | AUTONATION INC | $695.52万 | 0.02% | 35,620 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $702.29万 | 0.02% | 29,482 | 29,482 | — | $702.29万 | 新建仓 |
| WFG | WEST FRASER TIMBER LTD | $702.62万 | 0.02% | 107,616 | 56,368 | 110.0% | $368.03万 | 加仓 |
| ACMR | ACM RESH INC | $708.30万 | 0.02% | 180,000 | 180,000 | — | $708.30万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $711.39万 | 0.02% | 848,919 | 1,981 | 0.2% | $1.66万 | 加仓 |
| ALM | ALMONTY INDS INC | $714.64万 | 0.02% | 493,539 | -664,873 | -57.4% | -$962.74万 | 重新持有 |
| IPGP | IPG PHOTONICS CORP | $718.36万 | 0.02% | 62,690 | 0 | 0.0% | — | 不变 |
| RDDT | REDDIT INC | $725.31万 | 0.02% | 53,866 | 3,199 | 6.3% | $43.07万 | 加仓 |
| NWSA | NEWS CORP NEW | $726.72万 | 0.02% | 291,504 | -24,132 | -7.6% | -$60.16万 | 减仓 |
| VRSN | VERISIGN INC | $733.16万 | 0.02% | 29,520 | -33,379 | -53.1% | -$829.00万 | 减仓 |
| PAYX | PAYCHEX INC | $735.35万 | 0.02% | 79,825 | -109,939 | -57.9% | -$1,012.76万 | 减仓 |
| MOH | MOLINA HEALTHCARE INC | $738.07万 | 0.02% | 55,369 | -1,381 | -2.4% | -$18.41万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $741.29万 | 0.02% | 37,384 | 127 | 0.3% | $2.52万 | 加仓 |
| SJM | SMUCKER J M CO | $743.55万 | 0.02% | 77,100 | -4,161 | -5.1% | -$40.13万 | 减仓 |
| — | BEAZER HOMES USA INC | $748.18万 | 0.02% | 388,868 | 112,875 | 40.9% | $217.17万 | 加仓 |
| HAL | HALLIBURTON CO | $750.52万 | 0.02% | 192,490 | 51,422 | 36.5% | $200.49万 | 加仓 |
| VICI | VICI PPTYS INC | $753.21万 | 0.02% | 275,700 | -88,227 | -24.2% | -$241.04万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $754.50万 | 0.02% | 15,899 | 344 | 2.2% | $16.32万 | 加仓 |
| INCY | INCYTE CORP | $760.07万 | 0.02% | 80,755 | 39,302 | 94.8% | $369.91万 | 加仓 |
| EXE | EXPAND ENERGY CORPORATION | $760.95万 | 0.02% | 69,316 | -5,317 | -7.1% | -$58.37万 | 减仓 |
| WTRG | ESSENTIAL UTILS INC | $769.54万 | 0.02% | 191,095 | -13,820 | -6.7% | -$55.65万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $770.95万 | 0.02% | 48,996 | 752 | 1.6% | $11.83万 | 加仓 |
| OI | O-I GLASS INC | $783.32万 | 0.02% | 745,310 | 0 | 0.0% | — | 不变 |
| — | PUBLIC POL HLDG CO INC | $784.80万 | 0.02% | 600,000 | 600,000 | — | $784.80万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $791.28万 | 0.02% | 119,026 | 20,651 | 21.0% | $137.29万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $797.62万 | 0.02% | 45,680 | -40,279 | -46.9% | -$703.31万 | 减仓 |
| XYZ | BLOCK INC | $822.11万 | 0.02% | 136,608 | -62,507 | -31.4% | -$376.17万 | 减仓 |
| DVA | DAVITA INC | $833.34万 | 0.02% | 54,222 | -7,929 | -12.8% | -$121.86万 | 减仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $834.44万 | 0.02% | 236,921 | -601 | -0.3% | -$2.12万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $836.09万 | 0.02% | 54,822 | -9,633 | -14.9% | -$146.91万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $840.85万 | 0.02% | 211,004 | -35,486 | -14.4% | -$141.41万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $843.26万 | 0.02% | 101,757 | 101,757 | — | $843.26万 | 新建仓 |
| PCG | PG&E CORP | $844.13万 | 0.02% | 480,436 | 0 | 0.0% | — | 不变 |
| ROST | ROSS STORES INC | $858.20万 | 0.02% | 39,616 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $872.20万 | 0.03% | 72,035 | 30,353 | 72.8% | $367.51万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $881.36万 | 0.03% | 31,213 | 10,230 | 48.8% | $288.86万 | 加仓 |
| GNRC | GENERAC HLDGS INC | $893.24万 | 0.03% | 45,730 | 0 | 0.0% | — | 不变 |
| — | CADELER A S | $895.84万 | 0.03% | 380,721 | 0 | 0.0% | — | 不变 |
| REG | REGENCY CTRS CORP | $906.08万 | 0.03% | 119,757 | -9,094 | -7.1% | -$68.81万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $909.72万 | 0.03% | 430,129 | -5,332 | -1.2% | -$11.28万 | 减仓 |
| MKL | MARKEL GROUP INC | $916.84万 | 0.03% | 4,790 | -19 | -0.4% | -$3.64万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $924.23万 | 0.03% | 80,103 | -6,086 | -7.1% | -$70.22万 | 减仓 |