13F 机构持仓

STOREBRAND ASSET MANAGEMENT AS

LYSAKER Q8 · SEC CIK 0001685676

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$406.11亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.0%
AAPL 5.9%
MSFT 4.3%
AMZN 3.5%
GOOGL 2.8%
GOOG 2.6%
AVGO 2.2%
META 1.9%
TSLA 1.6%
V 1.5%

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
SLB SLB LIMITED $1,795.48万0.05%349,384 60,10120.8% $308.86万 加仓
KGC KINROSS GOLD CORP $1,819.53万0.05%596,176 00.0% — 不变
CHRW C H ROBINSON WORLDWIDE IN $1,821.75万0.05%109,698 32,88342.8% $546.09万 加仓
WTW WILLIS TOWERS WATSON PLC LTD $1,827.89万0.05%62,879 -9,998-13.7% -$290.64万 减仓
CVNA CARVANA CO $1,843.12万0.05%58,627 -657-1.1% -$20.65万 减仓
OKE ONEOK INC NEW $1,853.87万0.05%205,097 20,91211.4% $189.02万 加仓
RS RELIANCE INC $1,865.61万0.05%61,385 10,51420.7% $319.54万 加仓
ODFL OLD DOMINION FREIGHT LINE IN $1,877.68万0.05%96,094 10,12711.8% $197.88万 加仓
SBSW SIBANYE STILLWATER LTD $1,881.93万0.05%1,527,539 538,24254.4% $663.11万 加仓
CDE COEUR MNG INC $1,902.60万0.05%1,013,639 1,013,639— $1,902.60万 新建仓
USB US BANCORP $1,911.90万0.05%367,603 3,8931.1% $20.25万 加仓
WPC WP CAREY INC $1,917.48万0.06%282,148 146,350107.8% $994.59万 加仓
NKE NIKE INC $1,925.52万0.06%364,543 -35,311-8.8% -$186.51万 减仓
ED CONSOLIDATED EDISON INC $1,930.35万0.06%170,556 00.0% — 不变
NBIS NEBIUS GROUP N.V. $1,935.07万0.06%186,495 186,495— $1,935.07万 新建仓
SNA SNAP ON INC $1,947.08万0.06%53,606 17,41048.1% $632.37万 加仓
UNM UNUM GROUP $1,990.75万0.06%272,593 -3,969-1.4% -$28.99万 减仓
— AVALONBAY CMNTYS INC $2,010.97万0.06%123,108 -4,460-3.5% -$72.85万 减仓
BKR BAKER HUGHES COMPANY $2,029.02万0.06%332,353 -3,780-1.1% -$23.08万 减仓
CCEP COCA-COLA EUROPACIFIC PARTNE $2,037.22万0.06%224,685 -3,590-1.6% -$32.55万 减仓
WAB WABTEC $2,060.93万0.06%82,467 12,36517.6% $309.01万 加仓
JAZZ JAZZ PHARMACEUTICALS PLC $2,063.18万0.06%109,134 00.0% — 不变
ECL ECOLAB INC $2,067.21万0.06%77,709 2720.4% $7.24万 加仓
NDAQ NASDAQ INC $2,070.25万0.06%243,874 -23,800-8.9% -$202.04万 减仓
SON SONOCO PRODS CO $2,091.07万0.06%386,591 -74,721-16.2% -$404.17万 减仓
CEG CONSTELLATION ENERGY CORP $2,098.98万0.06%75,165 -55,765-42.6% -$1,557.24万 减仓
NOMD NOMAD FOODS LTD $2,131.88万0.06%2,218,400 00.0% — 不变
ALNY ALNYLAM PHARMACEUTICALS INC $2,137.25万0.06%64,595 -10,185-13.6% -$336.99万 减仓
LITE LUMENTUM HLDGS INC $2,170.47万0.06%30,885 30,885— $2,170.47万 新建仓
JBHT HUNT J B TRANS SVCS INC $2,199.46万0.06%103,797 23,95930.0% $507.69万 加仓
PNR PENTAIR PLC $2,235.43万0.06%256,621 -18,252-6.6% -$158.99万 减仓
ULTA ULTA BEAUTY INC $2,240.60万0.06%42,865 16,31661.5% $852.85万 加仓
WMS ADVANCED DRAIN SYS INC DEL $2,242.42万0.06%163,525 8,0265.2% $110.06万 加仓
BBD BANCO BRADESCO S A $2,249.17万0.06%6,162,116 5,959,7242,944.6% $2,175.30万 加仓
APO APOLLO GLOBAL MGMT INC $2,252.68万0.06%202,179 3800.2% $4.23万 加仓
AVT AVNET INC $2,264.63万0.07%367,515 -29-0.0% -$1,787 减仓
VLTO VERALTO CORP $2,279.73万0.07%257,830 -23,681-8.4% -$209.39万 减仓
FTAI FTAI AVIATION LTD $2,281.05万0.07%93,104 93,104— $2,281.05万 新建仓
BWA BORGWARNER INC $2,289.18万0.07%421,891 79,68423.3% $432.37万 加仓
ATO ATMOS ENERGY CORP $2,319.66万0.07%125,577 12,52011.1% $231.27万 加仓
BAP CREDICORP LTD $2,355.44万0.07%69,445 5,3888.4% $182.75万 加仓
BMI BADGER METER INC $2,370.23万0.07%155,578 22,13416.6% $337.21万 加仓
OMC OMNICOM GROUP INC $2,416.49万0.07%320,873 -80,443-20.0% -$605.82万 减仓
EQH EQUITABLE HLDGS INC $2,449.14万0.07%659,969 -25,329-3.7% -$94.00万 减仓
ABNB AIRBNB INC $2,475.56万0.07%196,037 -43,285-18.1% -$546.60万 减仓
PSA PUBLIC STORAGE OPER CO $2,493.23万0.07%92,042 -410-0.4% -$11.11万 减仓
TAP MOLSON COORS BEVERAGE CO $2,493.42万0.07%579,057 44,3218.3% $190.85万 加仓
DLR DIGITAL RLTY TR INC $2,496.21万0.07%138,517 400.0% $7,208 加仓
AZO AUTOZONE INC $2,508.68万0.07%7,427 -348-4.5% -$117.55万 减仓
DLTR DOLLAR TREE INC $2,509.06万0.07%229,117 22,34210.8% $244.67万 加仓
UPS UNITED PARCEL SVCS INC $2,513.33万0.07%255,472 12,5105.1% $123.07万 加仓
ARW ARROW ELECTRS INC $2,518.14万0.07%175,590 -3,607-2.0% -$51.73万 减仓
PHM PULTE GROUP INC $2,534.33万0.07%215,486 -11,922-5.2% -$140.21万 减仓
MOS MOSAIC CO $2,552.49万0.07%1,000,976 -14,924-1.5% -$38.06万 减仓
CCL CARNIVAL CORP $2,569.46万0.07%992,835 -20,725-2.0% -$53.64万 减仓
WTS WATTS WATER TECHNOLOGIES INC $2,599.52万0.07%89,549 -8,135-8.3% -$236.15万 减仓
KMB KIMBERLY-CLARK CORP $2,612.69万0.08%270,829 -17,272-6.0% -$166.62万 减仓
HOOD ROBINHOOD MKTS INC $2,632.86万0.08%379,922 -155,382-29.0% -$1,076.80万 减仓
IBKR INTERACTIVE BROKERS GROUP IN $2,651.59万0.08%395,346 -5,427-1.4% -$36.40万 减仓
KHC KRAFT HEINZ CO $2,662.90万0.08%1,184,038 -190,206-13.8% -$427.77万 减仓
FFIV F5 INC $2,679.49万0.08%92,610 -30,582-24.8% -$884.83万 减仓
JKS JINKOSOLAR HLDG CO LTD $2,720.56万0.08%1,070,667 181,93320.5% $462.29万 加仓
BX BLACKSTONE INC $2,729.71万0.08%237,387 -42,776-15.3% -$491.88万 减仓
KMI KINDER MORGAN INC DEL $2,752.09万0.08%820,783 29,6523.7% $99.42万 加仓
DGX QUEST DIAGNOSTICS INC $2,754.97万0.08%140,574 -2,334-1.6% -$45.74万 减仓
FERG FERGUSON ENTERPRISES INC $2,756.92万0.08%118,191 1,1231.0% $26.20万 加仓
IR INGERSOLL RAND INC $2,758.60万0.08%344,309 -37,231-9.8% -$298.29万 减仓
REGN REGENERON PHARMACEUTICALS $2,776.79万0.08%35,939 3,80211.8% $293.76万 加仓
CBOE CBOE GLOBAL MKTS INC $2,782.31万0.08%98,990 13,91216.4% $391.02万 加仓
HCA HCA HEALTHCARE INC $2,813.22万0.08%59,446 -7,446-11.1% -$352.37万 减仓
DOV DOVER CORP $2,816.66万0.08%135,124 9480.7% $19.76万 加仓
SYF SYNCHRONY FINANCIAL $2,853.82万0.08%419,556 -28,489-6.4% -$193.78万 减仓
WY WEYERHAEUSER CO $2,854.99万0.08%1,168,643 12,7211.1% $31.08万 加仓
ROP ROPER TECHNOLOGIES INC $2,862.09万0.08%80,882 -8,590-9.6% -$303.97万 减仓
URI UNITED RENTALS INC $2,873.73万0.08%39,444 -2,816-6.7% -$205.16万 减仓
DASH DOORDASH INC $2,892.67万0.08%192,652 -28,615-12.9% -$429.65万 减仓
ZM ZOOM COMMUNICATIONS INC $2,933.28万0.08%364,881 -6,761-1.8% -$54.35万 减仓
ORA ORMAT TECHNOLOGIES INC $2,980.41万0.09%266,298 -3,276-1.2% -$36.66万 减仓
BG BUNGE GLOBAL SA $3,025.48万0.09%237,852 19,6929.0% $250.48万 加仓
KDP KEURIG DR PEPPER INC $3,029.44万0.09%1,150,566 -20,820-1.8% -$54.82万 减仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $3,041.40万0.09%153,995 1050.1% $2.07万 加仓
TPR TAPESTRY INC $3,053.54万0.09%216,394 51,13230.9% $721.52万 加仓
GWW WW GRAINGER INC $3,066.38万0.09%28,111 -939-3.2% -$102.43万 减仓
MRVL MARVELL TECHNOLOGY INC $3,067.70万0.09%309,712 -2,327-0.7% -$23.05万 减仓
EXPE EXPEDIA GROUP INC $3,089.12万0.09%133,792 -1,831-1.4% -$42.28万 减仓
PRU PRUDENTIAL FINL INC $3,100.81万0.09%317,413 -50,079-13.6% -$489.22万 减仓
AJG GALLAGHER ARTHUR J & CO $3,131.57万0.09%144,592 -7,704-5.1% -$166.85万 减仓
EG EVEREST GROUP LTD $3,139.98万0.09%96,068 11,63113.8% $380.16万 加仓
EW EDWARDS LIFESCIENCES CORP $3,173.66万0.09%396,311 -15,621-3.8% -$125.09万 减仓
WMB WILLIAMS COS INC $3,194.10万0.09%438,870 00.0% — 不变
AME AMETEK INC $3,204.98万0.09%149,514 38,00434.1% $814.65万 加仓
HASI HA SUSTAINABLE INFRA CAP INC $3,227.83万0.09%878,320 -52,534-5.6% -$193.06万 减仓
CTAS CINTAS CORP $3,235.23万0.09%191,275 -46,822-19.7% -$791.95万 减仓
OTIS OTIS WORLDWIDE CORP $3,252.87万0.09%422,012 -15,095-3.5% -$116.35万 减仓
— ELECTRONIC ARTS INC $3,259.70万0.09%159,891 -4,506-2.7% -$91.86万 减仓
BVN COMPANIA DE MINAS BUENAVENTU $3,262.90万0.09%905,354 -75,758-7.7% -$273.03万 减仓
BE BLOOM ENERGY CORP $3,266.14万0.09%241,061 40,01319.9% $542.14万 加仓
CRH CRH PLC $3,309.19万0.10%314,801 -6,190-1.9% -$65.07万 减仓
GEHC GE HEALTHCARE TECHNOLOGIES I $3,331.37万0.10%468,021 37,8478.8% $269.39万 加仓
DG DOLLAR GEN CORP $3,335.60万0.10%280,940 80,27940.0% $953.15万 加仓