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 |
|---|---|---|---|---|---|---|---|---|
| OKE | ONEOK INC NEW | $2,079.73万 | 0.05% | 239,214 | 34,117 | 16.6% | $296.61万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $2,083.76万 | 0.05% | 84,630 | 4,556 | 5.7% | $112.18万 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2,100.72万 | 0.05% | 735,290 | 735,290 | — | $2,100.72万 | 新建仓 |
| USB | US BANCORP | $2,104.90万 | 0.05% | 348,493 | -19,110 | -5.2% | -$115.42万 | 减仓 |
| MOS | MOSAIC CO | $2,118.41万 | 0.05% | 999,721 | -1,255 | -0.1% | -$2.66万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $2,136.77万 | 0.05% | 198,253 | 26,211 | 15.2% | $282.50万 | 加仓 |
| BBD | BANCO BRADESCO S A | $2,138.25万 | 0.05% | 6,162,116 | 0 | 0.0% | — | 不变 |
| AZO | AUTOZONE INC | $2,199.13万 | 0.05% | 6,881 | -546 | -7.4% | -$174.50万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $2,212.35万 | 0.05% | 91,167 | -7,823 | -7.9% | -$189.84万 | 减仓 |
| ED | CONSOLIDATED EDISON INC | $2,217.46万 | 0.05% | 200,439 | 29,883 | 17.5% | $330.60万 | 加仓 |
| RS | RELIANCE INC | $2,224.68万 | 0.05% | 59,547 | -1,838 | -3.0% | -$68.67万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $2,227.52万 | 0.05% | 162,652 | 70,192 | 75.9% | $961.28万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,229.19万 | 0.05% | 575,572 | 5,844 | 1.0% | $22.63万 | 加仓 |
| SNA | SNAP ON INC | $2,231.83万 | 0.05% | 55,463 | 1,857 | 3.5% | $74.73万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $2,240.08万 | 0.06% | 574,969 | -4,088 | -0.7% | -$15.93万 | 减仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,255.82万 | 0.06% | 104,147 | 8,053 | 8.4% | $174.43万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $2,263.47万 | 0.06% | 226,189 | 1,504 | 0.7% | $15.05万 | 加仓 |
| ECL | ECOLAB INC | $2,288.34万 | 0.06% | 82,134 | 4,425 | 5.7% | $123.28万 | 加仓 |
| — | AVALONBAY CMNTYS INC | $2,297.07万 | 0.06% | 121,738 | -1,370 | -1.1% | -$25.85万 | 减仓 |
| GEN | GEN DIGITAL INC | $2,301.64万 | 0.06% | 924,725 | 111,204 | 13.7% | $276.79万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $2,396.44万 | 0.06% | 579,970 | 237,811 | 69.5% | $982.64万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $2,399.32万 | 0.06% | 38,479 | 2,540 | 7.1% | $158.38万 | 加仓 |
| CDE | COEUR MNG INC | $2,400.81万 | 0.06% | 1,471,083 | 457,444 | 45.1% | $746.55万 | 加仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $2,422.39万 | 0.06% | 223,571 | 10,000 | 4.7% | $108.35万 | 加仓 |
| UNM | UNUM GROUP | $2,436.98万 | 0.06% | 272,593 | 0 | 0.0% | — | 不变 |
| BAP | CREDICORP LTD | $2,466.16万 | 0.06% | 63,303 | -6,142 | -8.8% | -$239.28万 | 减仓 |
| WAB | WABTEC | $2,475.90万 | 0.06% | 91,836 | 9,369 | 11.4% | $252.59万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $2,476.24万 | 0.06% | 131,477 | 21,779 | 19.9% | $410.19万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC | $2,503.03万 | 0.06% | 211,565 | 9,386 | 4.6% | $111.05万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $2,503.45万 | 0.06% | 282,556 | 60,000 | 27.0% | $531.60万 | 加仓 |
| OMC | OMNICOM GROUP INC | $2,507.02万 | 0.06% | 344,229 | 23,356 | 7.3% | $170.10万 | 加仓 |
| WY | WEYERHAEUSER CO | $2,511.06万 | 0.06% | 1,048,898 | -119,745 | -10.2% | -$286.67万 | 减仓 |
| FFIV | F5 INC | $2,553.87万 | 0.06% | 61,397 | -31,213 | -33.7% | -$1,298.34万 | 减仓 |
| ATO | ATMOS ENERGY CORP | $2,554.78万 | 0.06% | 148,301 | 22,724 | 18.1% | $391.47万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $2,583.64万 | 0.06% | 588,797 | -71,172 | -10.8% | -$312.30万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $2,596.15万 | 0.06% | 144,568 | 6,051 | 4.4% | $108.66万 | 加仓 |
| DLTR | DOLLAR TREE INC | $2,596.31万 | 0.06% | 214,660 | -14,457 | -6.3% | -$174.86万 | 减仓 |
| DOW | DOW HLDGS INC | $2,602.70万 | 0.06% | 951,281 | 670,769 | 239.1% | $1,835.22万 | 加仓 |
| JAZZ | JAZZ PHARMACEUTICALS PLC | $2,630.98万 | 0.06% | 109,183 | 49 | 0.0% | $1.18万 | 加仓 |
| IR | INGERSOLL RAND INC | $2,632.52万 | 0.06% | 321,078 | -23,231 | -6.7% | -$190.47万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $2,640.49万 | 0.07% | 825,929 | 5,146 | 0.6% | $16.45万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC | $2,664.99万 | 0.07% | 308,769 | -56,112 | -15.4% | -$484.30万 | 减仓 |
| SON | SONOCO PRODS CO | $2,684.69万 | 0.07% | 476,431 | 89,840 | 23.2% | $506.25万 | 加仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $2,688.51万 | 0.07% | 1,600,305 | 529,638 | 49.5% | $889.79万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $2,776.23万 | 0.07% | 258,254 | 2,782 | 1.1% | $29.91万 | 加仓 |
| NOMD | NOMAD FOODS LTD | $2,776.92万 | 0.07% | 2,536,000 | 317,600 | 14.3% | $347.77万 | 加仓 |
| SNOW | SNOWFLAKE INC | $2,795.61万 | 0.07% | 109,847 | 1,289 | 1.2% | $32.81万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $2,813.18万 | 0.07% | 280,533 | -99,389 | -26.2% | -$996.67万 | 减仓 |
| PSA | PUBLIC STORAGE | $2,833.44万 | 0.07% | 89,015 | -3,027 | -3.3% | -$96.35万 | 减仓 |
| PHM | PULTE GROUP INC | $2,836.54万 | 0.07% | 206,730 | -8,756 | -4.1% | -$120.14万 | 减仓 |
| EXC | EXELON CORP | $2,863.12万 | 0.07% | 614,139 | -92,980 | -13.1% | -$433.47万 | 减仓 |
| KMB | KIMBERLY-CLARK CORP | $2,928.95万 | 0.07% | 266,826 | -4,003 | -1.5% | -$43.94万 | 减仓 |
| BWA | BORGWARNER INC | $2,938.88万 | 0.07% | 442,603 | 20,712 | 4.9% | $137.53万 | 加仓 |
| KHC | KRAFT HEINZ CO | $2,946.80万 | 0.07% | 1,247,585 | 63,547 | 5.4% | $150.10万 | 加仓 |
| OTIS | OTIS WORLDWIDE CORP | $2,948.65万 | 0.07% | 411,823 | -10,189 | -2.4% | -$72.95万 | 减仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2,955.93万 | 0.07% | 339,606 | -55,740 | -14.1% | -$485.16万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,972.46万 | 0.07% | 189,377 | 25,852 | 15.8% | $405.77万 | 加仓 |
| ABNB | AIRBNB INC | $3,003.93万 | 0.07% | 209,918 | 13,881 | 7.1% | $198.64万 | 加仓 |
| ORA | ORMAT TECHNOLOGIES INC | $3,015.88万 | 0.07% | 276,940 | 10,642 | 4.0% | $115.89万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $3,019.43万 | 0.07% | 35,189 | 4,304 | 13.9% | $369.31万 | 加仓 |
| BX | BLACKSTONE INC | $3,022.10万 | 0.07% | 256,828 | 19,441 | 8.2% | $228.76万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $3,024.34万 | 0.07% | 127,432 | 9,241 | 7.8% | $219.32万 | 加仓 |
| CRH | CRH PLC | $3,027.42万 | 0.07% | 282,936 | -31,865 | -10.1% | -$340.96万 | 减仓 |
| DOV | DOVER CORP | $3,035.07万 | 0.07% | 135,325 | 201 | 0.1% | $4.51万 | 加仓 |
| WPC | WP CAREY INC | $3,055.87万 | 0.08% | 427,394 | 145,246 | 51.5% | $1,038.51万 | 加仓 |
| SNDK | SANDISK CORP | $3,056.35万 | 0.08% | 13,442 | -8,584 | -39.0% | -$1,951.77万 | 减仓 |
| TSN | TYSON FOODS INC | $3,062.15万 | 0.08% | 534,873 | 386 | 0.1% | $2.21万 | 加仓 |
| FOXA | FOX CORP | $3,066.82万 | 0.08% | 587,964 | -64,256 | -9.9% | -$335.16万 | 减仓 |
| JBHT | HUNT J B TRANS SVCS INC | $3,102.78万 | 0.08% | 107,203 | 3,406 | 3.3% | $98.58万 | 加仓 |
| SYF | SYNCHRONY FINANCIAL | $3,104.30万 | 0.08% | 408,192 | -11,364 | -2.7% | -$86.42万 | 减仓 |
| BMI | BADGER METER INC | $3,104.54万 | 0.08% | 209,229 | 53,651 | 34.5% | $796.07万 | 加仓 |
| TPR | TAPESTRY INC | $3,121.57万 | 0.08% | 213,251 | -3,143 | -1.5% | -$46.01万 | 减仓 |
| WMB | WILLIAMS COS INC | $3,124.15万 | 0.08% | 420,252 | -18,618 | -4.2% | -$138.41万 | 减仓 |
| DG | DOLLAR GEN CORP | $3,146.55万 | 0.08% | 273,352 | -7,588 | -2.7% | -$87.35万 | 减仓 |
| FTAI | FTAI AVIATION LTD | $3,156.44万 | 0.08% | 116,676 | 23,572 | 25.3% | $637.69万 | 加仓 |
| VLTO | VERALTO CORP | $3,190.22万 | 0.08% | 359,745 | 101,915 | 39.5% | $903.78万 | 加仓 |
| HSY | HERSHEY CO | $3,238.42万 | 0.08% | 184,578 | 12,883 | 7.5% | $226.03万 | 加仓 |
| AVT | AVNET INC | $3,264.27万 | 0.08% | 367,515 | 0 | 0.0% | — | 不变 |
| — | ELECTRONIC ARTS INC | $3,277.42万 | 0.08% | 159,843 | -48 | -0.0% | -$9,842 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $3,292.67万 | 0.08% | 602,833 | -252,548 | -29.5% | -$1,379.42万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $3,324.91万 | 0.08% | 144,832 | 240 | 0.2% | $5.51万 | 加仓 |
| NU | NU HLDGS LTD | $3,325.24万 | 0.08% | 2,488,954 | 95,136 | 4.0% | $127.10万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,338.51万 | 0.08% | 362,527 | -27,540 | -7.1% | -$253.62万 | 减仓 |
| CTAS | CINTAS CORP | $3,357.18万 | 0.08% | 197,388 | 6,113 | 3.2% | $103.97万 | 加仓 |
| CBRE | CBRE GROUP INC | $3,359.34万 | 0.08% | 249,413 | -24,161 | -8.8% | -$325.42万 | 减仓 |
| DASH | DOORDASH INC | $3,366.84万 | 0.08% | 182,455 | -10,197 | -5.3% | -$188.17万 | 减仓 |
| DGX | QUEST DIAGNOSTICS INC | $3,411.76万 | 0.08% | 160,970 | 20,396 | 14.5% | $432.29万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC | $3,419.06万 | 0.08% | 101,039 | 20,157 | 24.9% | $682.09万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $3,447.10万 | 0.08% | 319,383 | 1,970 | 0.6% | $21.26万 | 加仓 |
| BALL | BALL CORP | $3,489.06万 | 0.09% | 559,144 | -75,491 | -11.9% | -$471.06万 | 减仓 |
| LOW | LOWES COS INC | $3,490.18万 | 0.09% | 158,292 | -3,603 | -2.2% | -$79.44万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $3,502.97万 | 0.09% | 4,195,171 | 3,647,019 | 665.3% | $3,045.26万 | 加仓 |
| DDOG | DATADOG INC | $3,507.18万 | 0.09% | 134,705 | 4,694 | 3.6% | $122.21万 | 加仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $3,522.26万 | 0.09% | 901,987 | 23,667 | 2.7% | $92.42万 | 加仓 |
| EOG | EOG RES INC | $3,552.85万 | 0.09% | 273,865 | 14,277 | 5.5% | $185.22万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $3,557.65万 | 0.09% | 1,086,969 | -63,597 | -5.5% | -$208.15万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3,610.80万 | 0.09% | 411,393 | 15,389 | 3.9% | $135.07万 | 加仓 |
| FAST | FASTENAL CO | $3,659.74万 | 0.09% | 761,969 | 17,951 | 2.4% | $86.22万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $3,673.67万 | 0.09% | 143,570 | 9,778 | 7.3% | $250.20万 | 加仓 |
| GIS | GENERAL MILLS INC | $3,697.20万 | 0.09% | 1,062,414 | 122,104 | 13.0% | $424.92万 | 加仓 |