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 |
|---|---|---|---|---|---|---|---|---|
| TASK | TASKUS INC | $526.50万 | 0.01% | 1,125,000 | 603,800 | 115.8% | $282.58万 | 加仓 |
| MAA | MID-AMER APT CMNTYS INC | $529.82万 | 0.01% | 38,133 | -3,731 | -8.9% | -$51.84万 | 减仓 |
| SSNC | SS&C TECH HLDGS | $530.33万 | 0.01% | 85,468 | 164 | 0.2% | $1.02万 | 加仓 |
| DXCM | DEXCOM INC | $534.91万 | 0.01% | 79,422 | 6,191 | 8.5% | $41.70万 | 加仓 |
| CHT | CHUNGHWA TELECOM CO LTD | $536.86万 | 0.01% | 121,297 | 1,200 | 1.0% | $5.31万 | 加仓 |
| SUI | SUN CMNTYS INC | $541.08万 | 0.01% | 45,124 | -249 | -0.5% | -$2.99万 | 减仓 |
| EFX | EQUIFAX INC | $543.17万 | 0.01% | 34,222 | -338 | -1.0% | -$5.36万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $553.74万 | 0.01% | 60,724 | -8,592 | -12.4% | -$78.35万 | 减仓 |
| BZ | KANZHUN LIMITED | $553.82万 | 0.01% | 430,320 | 62,799 | 17.1% | $80.82万 | 加仓 |
| WTRG | ESSENTIAL UTILS INC | $557.71万 | 0.01% | 145,577 | -45,518 | -23.8% | -$174.38万 | 减仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $564.05万 | 0.01% | 690,386 | -158,533 | -18.7% | -$129.52万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $566.37万 | 0.01% | 352,000 | 37,037 | 11.8% | $59.59万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $567.96万 | 0.01% | 59,697 | 3,250 | 5.8% | $30.92万 | 加仓 |
| ZBH | ZIMMER BIOMET HOLDINGS INC | $571.86万 | 0.01% | 66,426 | 3,353 | 5.3% | $28.87万 | 加仓 |
| KIM | KIMCO REALTY CORP | $576.60万 | 0.01% | 227,456 | 22,951 | 11.2% | $58.18万 | 加仓 |
| XP | XP INC | $577.20万 | 0.01% | 354,981 | 62,608 | 21.4% | $101.80万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $578.14万 | 0.01% | 102,561 | 0 | 0.0% | — | 不变 |
| SBAC | SBA COMMUNICATIONS CORP | $579.69万 | 0.01% | 32,851 | 2,826 | 9.4% | $49.87万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $587.78万 | 0.01% | 62,173 | 17,477 | 39.1% | $165.23万 | 加仓 |
| IREN | IREN LIMITED | $592.22万 | 0.01% | 129,504 | -15,890 | -10.9% | -$72.66万 | 减仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $598.66万 | 0.01% | 807,911 | 96,117 | 13.5% | $71.22万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $610.71万 | 0.02% | 21,681 | -272 | -1.2% | -$7.66万 | 减仓 |
| STE | STERIS PLC | $633.86万 | 0.02% | 30,102 | 1,774 | 6.3% | $37.36万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $645.87万 | 0.02% | 42,483 | -278 | -0.7% | -$4.23万 | 减仓 |
| HAL | HALLIBURTON CO | $648.50万 | 0.02% | 191,016 | -1,474 | -0.8% | -$5.00万 | 减仓 |
| TYL | TYLER TECHNOLOGIES INC | $649.47万 | 0.02% | 22,207 | 6,670 | 42.9% | $195.07万 | 加仓 |
| VMC | VULCAN MATLS CO | $650.67万 | 0.02% | 22,056 | 0 | 0.0% | — | 不变 |
| — | NAVIENT CORPORATION | $651.83万 | 0.02% | 765,954 | -138 | -0.0% | -$1,174 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $653.99万 | 0.02% | 364,745 | -68,082 | -15.7% | -$122.07万 | 减仓 |
| ALLY | ALLY FINL INC | $661.54万 | 0.02% | 143,970 | 0 | 0.0% | — | 不变 |
| AN | AUTONATION INC | $661.78万 | 0.02% | 35,620 | 0 | 0.0% | — | 不变 |
| ZTS | ZOETIS INC | $670.86万 | 0.02% | 93,356 | 2,096 | 2.3% | $15.06万 | 加仓 |
| MKL | MARKEL GROUP INC | $673.98万 | 0.02% | 3,451 | -1,339 | -28.0% | -$261.51万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $681.82万 | 0.02% | 74,761 | 13,092 | 21.2% | $119.40万 | 加仓 |
| AUGO | AURA MINERALS INC | $685.05万 | 0.02% | 108,824 | 108,824 | — | $685.05万 | 新建仓 |
| M | MACYS INC | $692.79万 | 0.02% | 294,178 | 80,000 | 37.4% | $188.40万 | 加仓 |
| MYRG | MYR GROUP INC | $699.46万 | 0.02% | 13,978 | 5 | 0.0% | $2,502 | 加仓 |
| ROL | ROLLINS INC | $704.91万 | 0.02% | 168,882 | -5,913 | -3.4% | -$24.68万 | 减仓 |
| WSM | WILLIAMS SONOMA INC | $705.17万 | 0.02% | 30,252 | -5,435 | -15.2% | -$126.69万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $707.01万 | 0.02% | 714,154 | -83,742 | -10.5% | -$82.90万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $715.34万 | 0.02% | 48,932 | 3,252 | 7.1% | $47.54万 | 加仓 |
| NTRA | NATERA INC | $716.19万 | 0.02% | 26,384 | -1,714 | -6.1% | -$46.53万 | 减仓 |
| VNO | VORNADO RLTY TR | $716.99万 | 0.02% | 182,441 | 0 | 0.0% | — | 不变 |
| OI | O-I GLASS INC | $717.73万 | 0.02% | 745,310 | 0 | 0.0% | — | 不变 |
| IPGP | IPG PHOTONICS CORP | $735.48万 | 0.02% | 62,690 | 0 | 0.0% | — | 不变 |
| MDB | MONGODB INC | $737.13万 | 0.02% | 21,945 | -1,261 | -5.4% | -$42.36万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $747.97万 | 0.02% | 17,091 | 1,192 | 7.5% | $52.17万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $748.48万 | 0.02% | 255,193 | 42,590 | 20.0% | $124.92万 | 加仓 |
| CARR | CARRIER GLOBAL CORPORATION | $750.66万 | 0.02% | 102,339 | 11,758 | 13.0% | $86.24万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $750.69万 | 0.02% | 55,202 | -2,678 | -4.6% | -$36.42万 | 减仓 |
| NWSA | NEWS CORP NEW | $754.97万 | 0.02% | 304,055 | 12,551 | 4.3% | $31.16万 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $771.99万 | 0.02% | 444,952 | 124,873 | 39.0% | $216.65万 | 加仓 |
| VICI | VICI PPTYS INC | $780.51万 | 0.02% | 293,976 | 18,276 | 6.6% | $48.52万 | 加仓 |
| SJM | SMUCKER J M CO | $780.52万 | 0.02% | 69,380 | -7,720 | -10.0% | -$86.85万 | 减仓 |
| ALM | ALMONTY INDS INC | $817.30万 | 0.02% | 493,539 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $820.06万 | 0.02% | 32,599 | 3,079 | 10.4% | $77.46万 | 加仓 |
| — | CADELER A S | $834.16万 | 0.02% | 380,721 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $850.75万 | 0.02% | 85,468 | 27,779 | 48.2% | $276.51万 | 加仓 |
| ROST | ROSS STORES INC | $869.96万 | 0.02% | 40,872 | 1,256 | 3.2% | $26.73万 | 加仓 |
| WFG | WEST FRASER TIMBER CO LTD | $884.44万 | 0.02% | 130,660 | 23,044 | 21.4% | $155.98万 | 加仓 |
| WAT | WATERS CORP | $890.01万 | 0.02% | 23,731 | 392 | 1.7% | $14.70万 | 加仓 |
| INCY | INCYTE CORP | $894.16万 | 0.02% | 78,878 | -1,877 | -2.3% | -$21.28万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $901.08万 | 0.02% | 48,670 | -326 | -0.7% | -$6.04万 | 减仓 |
| RDDT | REDDIT INC | $904.49万 | 0.02% | 52,108 | -1,758 | -3.3% | -$30.52万 | 减仓 |
| DKS | DICKS SPORTING GOODS INC | $908.01万 | 0.02% | 40,034 | 2,650 | 7.1% | $60.10万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $923.43万 | 0.02% | 199,618 | -11,386 | -5.4% | -$52.67万 | 减仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $924.71万 | 0.02% | 118,750 | 0 | 0.0% | — | 不变 |
| DINO | HF SINCLAIR CORP | $939.73万 | 0.02% | 134,922 | -80,000 | -37.2% | -$557.20万 | 减仓 |
| ASTS | AST SPACEMOBILE INC | $939.75万 | 0.02% | 105,756 | 3,999 | 3.9% | $35.54万 | 加仓 |
| PCG | PG&E CORP | $940.11万 | 0.02% | 558,924 | 78,488 | 16.3% | $132.02万 | 加仓 |
| CNC | CENTENE CORP DEL | $943.27万 | 0.02% | 146,950 | 19,381 | 15.2% | $124.41万 | 加仓 |
| PYPL | PAYPAL HLDGS INC | $948.26万 | 0.02% | 219,606 | -2,457 | -1.1% | -$10.61万 | 减仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $962.64万 | 0.02% | 430,517 | 388 | 0.1% | $8,676 | 加仓 |
| RBC | RBC BEARINGS INC | $966.09万 | 0.02% | 15,000 | 15,000 | — | $966.09万 | 新建仓 |
| NTAP | NETAPP INC | $966.17万 | 0.02% | 62,430 | 2,463 | 4.1% | $38.12万 | 加仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $977.41万 | 0.02% | 398,131 | 0 | 0.0% | — | 不变 |
| MLM | MARTIN MARIETTA MATLS INC | $977.85万 | 0.02% | 16,956 | -1,362 | -7.4% | -$78.55万 | 减仓 |
| MSTR | STRATEGY INC | $985.43万 | 0.02% | 113,359 | 15,899 | 16.3% | $138.21万 | 加仓 |
| KR | KROGER CO | $992.45万 | 0.02% | 178,723 | -37,432 | -17.3% | -$207.86万 | 减仓 |
| PTC | PTC INC | $993.07万 | 0.02% | 87,410 | 13,993 | 19.1% | $158.97万 | 加仓 |
| CHKP | CHECK POINT SOFTWARE TECH LT | $993.27万 | 0.02% | 75,574 | -3,363 | -4.3% | -$44.20万 | 减仓 |
| REG | REGENCY CTRS CORP | $994.34万 | 0.02% | 124,698 | 4,941 | 4.1% | $39.40万 | 加仓 |
| APTV | APTIV PLC | $994.48万 | 0.02% | 162,020 | 0 | 0.0% | — | 不变 |
| VGNT | VERSIGENT PLC | $994.86万 | 0.02% | 236,816 | 236,816 | — | $994.86万 | 新建仓 |
| ACI | ALBERTSONS COMPANIES INC | $1,001.52万 | 0.02% | 740,221 | 145,394 | 24.4% | $196.72万 | 加仓 |
| FOX | FOX CORP | $1,010.00万 | 0.02% | 215,628 | -1,994 | -0.9% | -$9.34万 | 减仓 |
| ECHO | ECHOSTAR CORP | $1,016.86万 | 0.03% | 100,183 | 9,019 | 9.9% | $91.54万 | 加仓 |
| VISN | VISTANCE NETWORKS INC | $1,018.14万 | 0.03% | 796,670 | -20,000 | -2.4% | -$25.56万 | 减仓 |
| ACMR | ACM RESH INC | $1,021.59万 | 0.03% | 80,510 | -99,490 | -55.3% | -$1,262.43万 | 减仓 |
| CSL | CARLISLE COS INC | $1,028.90万 | 0.03% | 28,364 | -984 | -3.4% | -$35.69万 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $1,035.94万 | 0.03% | 56,575 | 1,753 | 3.2% | $32.10万 | 加仓 |
| CCI | CROWN CASTLE INC | $1,040.08万 | 0.03% | 137,340 | 3,818 | 2.9% | $28.91万 | 加仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $1,043.45万 | 0.03% | 140,931 | -1,763 | -1.2% | -$13.05万 | 减仓 |
| OXY | OCCIDENTAL PETE CORP | $1,043.55万 | 0.03% | 214,855 | 3,818 | 1.8% | $18.54万 | 加仓 |
| CPRT | COPART INC | $1,051.66万 | 0.03% | 373,062 | 2,896 | 0.8% | $8.16万 | 加仓 |
| TROW | PRICE T ROWE GROUP INC | $1,052.87万 | 0.03% | 92,609 | 16,349 | 21.4% | $185.87万 | 加仓 |
| IDXX | IDEXX LABS INC | $1,059.83万 | 0.03% | 20,132 | -3,239 | -13.9% | -$170.51万 | 减仓 |
| EQT | EQT CORP | $1,087.98万 | 0.03% | 204,622 | -17,820 | -8.0% | -$94.75万 | 减仓 |
| VTRS | VIATRIS INC | $1,089.14万 | 0.03% | 685,858 | -40,794 | -5.6% | -$64.78万 | 减仓 |
| WCC | WESCO INTL INC | $1,091.18万 | 0.03% | 31,589 | -8,803 | -21.8% | -$304.08万 | 减仓 |