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 |
|---|---|---|---|---|---|---|---|---|
| DY | DYCOM INDS INC | $1,097.13万 | 0.03% | 21,700 | 21,700 | — | $1,097.13万 | 新建仓 |
| RNR | RENAISSANCERE HLDGS LTD | $1,103.41万 | 0.03% | 34,819 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $1,104.91万 | 0.03% | 62,259 | -1,238 | -1.9% | -$21.97万 | 减仓 |
| ES | EVERSOURCE ENERGY | $1,114.03万 | 0.03% | 154,148 | -2,472 | -1.6% | -$17.87万 | 减仓 |
| FDXF | FEDEX FGHT HLDG CO INC | $1,115.77万 | 0.03% | 73,892 | 73,892 | — | $1,115.77万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $1,116.77万 | 0.03% | 353,297 | -19,124 | -5.1% | -$60.45万 | 减仓 |
| EIX | EDISON INTL | $1,130.52万 | 0.03% | 151,850 | 64,532 | 73.9% | $480.44万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $1,131.06万 | 0.03% | 236,921 | 0 | 0.0% | — | 不变 |
| RMD | RESMED INC | $1,131.65万 | 0.03% | 58,069 | -111 | -0.2% | -$2.16万 | 减仓 |
| DAL | DELTA AIR LINES INC | $1,132.79万 | 0.03% | 120,947 | 1,921 | 1.6% | $17.99万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $1,144.09万 | 0.03% | 78,740 | -184 | -0.2% | -$2.67万 | 减仓 |
| DVA | DAVITA INC | $1,150.07万 | 0.03% | 51,693 | -2,529 | -4.7% | -$56.27万 | 减仓 |
| MEOH | METHANEX CORP | $1,153.66万 | 0.03% | 249,980 | 39,749 | 18.9% | $183.44万 | 加仓 |
| XYZ | BLOCK INC | $1,154.68万 | 0.03% | 151,932 | 15,324 | 11.2% | $116.46万 | 加仓 |
| WFRD | WEATHERFORD INTL PLC | $1,166.27万 | 0.03% | 143,101 | 0 | 0.0% | — | 不变 |
| MKC | MCCORMICK & CO INC | $1,173.74万 | 0.03% | 232,793 | 5,676 | 2.5% | $28.62万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $1,184.97万 | 0.03% | 45,337 | -17,542 | -27.9% | -$458.50万 | 减仓 |
| LEA | LEAR CORP | $1,193.60万 | 0.03% | 89,035 | 17,000 | 23.6% | $227.90万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $1,219.72万 | 0.03% | 69,389 | 5,379 | 8.4% | $94.55万 | 加仓 |
| WU | WESTERN UN CO | $1,227.24万 | 0.03% | 1,593,816 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,228.59万 | 0.03% | 45,177 | 6,434 | 16.6% | $174.97万 | 加仓 |
| HPQ | HP INC | $1,245.17万 | 0.03% | 567,534 | 50,264 | 9.7% | $110.28万 | 加仓 |
| MOH | MOLINA HEALTHCARE INC | $1,247.51万 | 0.03% | 54,548 | -821 | -1.5% | -$18.78万 | 减仓 |
| CMC | COMMERCIAL METALS CO | $1,267.93万 | 0.03% | 202,061 | -4,529 | -2.2% | -$28.42万 | 减仓 |
| VIPS | VIPSHOP HLDGS LTD | $1,276.40万 | 0.03% | 962,595 | 12,352 | 1.3% | $16.38万 | 加仓 |
| FICO | FAIR ISAAC CORP | $1,291.68万 | 0.03% | 10,811 | -339 | -3.0% | -$40.50万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $1,295.23万 | 0.03% | 533,675 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO | $1,295.37万 | 0.03% | 109,796 | -15,711 | -12.5% | -$185.36万 | 减仓 |
| A | AGILENT TECHNOLOGIES INC | $1,302.11万 | 0.03% | 98,028 | 2,197 | 2.3% | $29.18万 | 加仓 |
| RBLX | ROBLOX CORP | $1,308.88万 | 0.03% | 240,691 | -24,575 | -9.3% | -$133.64万 | 减仓 |
| PEG | PUBLIC SVC ENTERPRISE GROUP | $1,323.01万 | 0.03% | 163,013 | 27,599 | 20.4% | $223.99万 | 加仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $1,323.71万 | 0.03% | 61,192 | 61,192 | — | $1,323.71万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $1,326.28万 | 0.03% | 45,295 | -435 | -1.0% | -$12.74万 | 减仓 |
| INSM | INSMED INC | $1,331.13万 | 0.03% | 124,848 | 34,022 | 37.5% | $362.74万 | 加仓 |
| AGNC | AGNC INVT CORP | $1,369.67万 | 0.03% | 1,256,581 | 0 | 0.0% | — | 不变 |
| SOLV | SOLVENTUM CORP | $1,386.84万 | 0.03% | 179,759 | 26,407 | 17.2% | $203.73万 | 加仓 |
| ILMN | ILLUMINA INC | $1,388.34万 | 0.03% | 78,959 | 65,647 | 493.1% | $1,154.27万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $1,389.49万 | 0.03% | 20,835 | 1,830 | 9.6% | $122.04万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $1,390.49万 | 0.03% | 85,144 | 5,041 | 6.3% | $82.32万 | 加仓 |
| PHIN | PHINIA INC | $1,396.91万 | 0.03% | 169,590 | -1,667 | -1.0% | -$13.73万 | 减仓 |
| KGC | KINROSS GOLD CORP | $1,408.17万 | 0.03% | 596,176 | 0 | 0.0% | — | 不变 |
| OPCH | OPTION CARE HEALTH INC | $1,408.42万 | 0.03% | 671,634 | 671,634 | — | $1,408.42万 | 新建仓 |
| WDAY | WORKDAY INC | $1,425.70万 | 0.04% | 116,460 | 6,134 | 5.6% | $75.09万 | 加仓 |
| CRBG | COREBRIDGE FINL INC | $1,427.33万 | 0.04% | 498,544 | -33,670 | -6.3% | -$96.40万 | 减仓 |
| SE | SEA LTD | $1,445.59万 | 0.04% | 150,849 | -10,132 | -6.3% | -$97.09万 | 减仓 |
| IRM | IRON MTN INC DEL | $1,480.40万 | 0.04% | 117,204 | -2,359 | -2.0% | -$29.80万 | 减仓 |
| OII | OCEANEERING INTL INC | $1,483.79万 | 0.04% | 366,188 | 0 | 0.0% | — | 不变 |
| DD | DUPONT DE NEMOURS INC | $1,488.87万 | 0.04% | 109,766 | -113,777 | -50.9% | -$1,543.27万 | 减仓 |
| NKE | NIKE INC | $1,492.73万 | 0.04% | 363,638 | -905 | -0.2% | -$3.72万 | 减仓 |
| DHI | D R HORTON INC | $1,498.19万 | 0.04% | 91,981 | -7,103 | -7.2% | -$115.69万 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC | $1,502.94万 | 0.04% | 80,251 | 26,886 | 50.4% | $503.52万 | 加仓 |
| TFC | TRUIST FINL CORP | $1,505.00万 | 0.04% | 302,087 | -56,007 | -15.6% | -$279.03万 | 减仓 |
| BSAC | BANCO SANTANDER CHILE NEW | $1,515.26万 | 0.04% | 460,147 | 20,205 | 4.6% | $66.54万 | 加仓 |
| NOV | NOV INC | $1,519.17万 | 0.04% | 818,960 | 0 | 0.0% | — | 不变 |
| CCK | CROWN HLDGS INC | $1,535.22万 | 0.04% | 137,294 | -17,471 | -11.3% | -$195.36万 | 减仓 |
| YUM | YUM BRANDS INC | $1,536.94万 | 0.04% | 96,143 | -6,396 | -6.2% | -$102.25万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $1,550.05万 | 0.04% | 62,409 | -12,756 | -17.0% | -$316.82万 | 减仓 |
| KKR | KKR & CO INC | $1,554.78万 | 0.04% | 169,403 | 20,389 | 13.7% | $187.13万 | 加仓 |
| WRB | BERKLEY W R CORP | $1,559.20万 | 0.04% | 221,069 | -37,192 | -14.4% | -$262.32万 | 减仓 |
| WSO | WATSCO INC | $1,567.11万 | 0.04% | 37,605 | 9,426 | 33.5% | $392.81万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $1,567.83万 | 0.04% | 45,534 | -6,479 | -12.5% | -$223.08万 | 减仓 |
| TTMI | TTM TECHNOLOGIES INC | $1,570.97万 | 0.04% | 84,000 | 84,000 | — | $1,570.97万 | 新建仓 |
| SRE | SEMPRA | $1,585.47万 | 0.04% | 171,014 | 14,996 | 9.6% | $139.03万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $1,588.84万 | 0.04% | 286,277 | -46,076 | -13.9% | -$255.72万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $1,605.98万 | 0.04% | 149,477 | 0 | 0.0% | — | 不变 |
| ITRI | ITRON INC | $1,617.87万 | 0.04% | 186,972 | 28,883 | 18.3% | $249.92万 | 加仓 |
| COHR | COHERENT CORP | $1,620.72万 | 0.04% | 41,086 | 11,604 | 39.4% | $457.74万 | 加仓 |
| HUM | HUMANA INC | $1,626.30万 | 0.04% | 40,942 | 4,473 | 12.3% | $177.68万 | 加仓 |
| VMRK | EQUITY RESIDENTIAL | $1,631.40万 | 0.04% | 240,159 | 3,512 | 1.5% | $23.86万 | 加仓 |
| TRGP | TARGA RES CORP | $1,632.62万 | 0.04% | 60,887 | 5,230 | 9.4% | $140.24万 | 加仓 |
| AMG | AFFILIATED MANAGERS GROUP | $1,633.02万 | 0.04% | 48,257 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $1,653.28万 | 0.04% | 168,136 | 88,311 | 110.6% | $868.36万 | 加仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $1,676.10万 | 0.04% | 240,335 | 240,335 | — | $1,676.10万 | 新建仓 |
| NTRS | NORTHERN TR CORP | $1,678.48万 | 0.04% | 96,553 | 247 | 0.3% | $4.29万 | 加仓 |
| CVNA | CARVANA CO | $1,683.87万 | 0.04% | 255,829 | -37,306 | -12.7% | -$245.55万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $1,688.37万 | 0.04% | 238,268 | 0 | 0.0% | — | 不变 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1,716.31万 | 0.04% | 504,797 | 32,262 | 6.8% | $109.69万 | 加仓 |
| MTZ | MASTEC INC | $1,719.20万 | 0.04% | 41,321 | 5,961 | 16.9% | $248.01万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,728.20万 | 0.04% | 226,204 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,733.33万 | 0.04% | 57,580 | -7,015 | -10.9% | -$211.17万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $1,761.89万 | 0.04% | 73,716 | -63,786 | -46.4% | -$1,524.55万 | 减仓 |
| BXP | BXP INC | $1,780.07万 | 0.04% | 268,447 | -18,452 | -6.4% | -$122.36万 | 减仓 |
| STT | STATE STR CORP | $1,791.26万 | 0.04% | 105,617 | 61 | 0.1% | $1.03万 | 加仓 |
| PNR | PENTAIR PLC | $1,797.12万 | 0.04% | 234,427 | -22,194 | -8.6% | -$170.14万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD | $1,797.55万 | 0.04% | 2,117,250 | 589,711 | 38.6% | $500.66万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $1,808.67万 | 0.04% | 209,749 | 209,749 | — | $1,808.67万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $1,859.97万 | 0.05% | 13,455 | 1,181 | 9.6% | $163.26万 | 加仓 |
| BVN | COMPANIA DE MINAS BUENAVENTU | $1,866.86万 | 0.05% | 637,370 | -267,984 | -29.6% | -$784.93万 | 减仓 |
| AMP | AMERIPRISE FINL INC | $1,884.36万 | 0.05% | 41,075 | 1,077 | 2.7% | $49.41万 | 加仓 |
| CNH | CNH INDL N V | $1,886.44万 | 0.05% | 1,679,826 | 143,807 | 9.4% | $161.50万 | 加仓 |
| ALAB | ASTERA LABS INC | $1,889.91万 | 0.05% | 39,127 | 19,390 | 98.2% | $936.58万 | 加仓 |
| SLB | SLB LIMITED | $1,891.70万 | 0.05% | 406,905 | 57,521 | 16.5% | $267.42万 | 加仓 |
| VRSK | VERISK ANALYTICS INC | $1,894.01万 | 0.05% | 105,498 | 22,597 | 27.3% | $405.68万 | 加仓 |
| KVUE | KENVUE INC | $1,921.69万 | 0.05% | 1,005,594 | 75,473 | 8.1% | $144.23万 | 加仓 |
| NDAQ | NASDAQ INC | $1,962.48万 | 0.05% | 248,982 | 5,108 | 2.1% | $40.26万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $1,988.37万 | 0.05% | 205,240 | 17,993 | 9.6% | $174.32万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $1,990.45万 | 0.05% | 44,136 | 1,271 | 3.0% | $57.32万 | 加仓 |
| TWLO | TWILIO INC | $2,007.16万 | 0.05% | 97,279 | -580 | -0.6% | -$11.97万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $2,021.42万 | 0.05% | 51,846 | -7,600 | -12.8% | -$296.32万 | 减仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $2,070.84万 | 0.05% | 59,155 | 27,942 | 89.5% | $978.17万 | 加仓 |