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 |
|---|---|---|---|---|---|---|---|---|
| ADI | ANALOG DEVICES INC | $3,344.07万 | 0.10% | 105,113 | 17,373 | 19.8% | $552.70万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $3,394.04万 | 0.10% | 169,753 | 0 | 0.0% | — | 不变 |
| TSN | TYSON FOODS INC | $3,424.46万 | 0.10% | 534,487 | 82,193 | 18.2% | $526.61万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $3,439.85万 | 0.10% | 174,736 | -12,592 | -6.7% | -$247.89万 | 减仓 |
| NU | NU HLDGS LTD | $3,439.92万 | 0.10% | 2,393,818 | 236,001 | 10.9% | $339.13万 | 加仓 |
| F | FORD MTR CO | $3,451.61万 | 0.10% | 2,990,998 | -693,797 | -18.8% | -$800.64万 | 减仓 |
| FAST | FASTENAL CO | $3,452.24万 | 0.10% | 744,018 | 18,287 | 2.5% | $84.85万 | 加仓 |
| AYI | ACUITY INC | $3,457.07万 | 0.10% | 123,370 | -9,859 | -7.4% | -$276.27万 | 减仓 |
| VLO | VALERO ENERGY CORP | $3,462.28万 | 0.10% | 140,128 | 26,593 | 23.4% | $657.06万 | 加仓 |
| EXC | EXELON CORP | $3,466.30万 | 0.10% | 707,119 | 14,292 | 2.1% | $70.06万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $3,495.28万 | 0.10% | 569,728 | -60,090 | -9.5% | -$368.65万 | 减仓 |
| GIS | GENERAL MILLS INC | $3,499.83万 | 0.10% | 940,310 | -4,001 | -0.4% | -$14.89万 | 减仓 |
| HSY | HERSHEY CO | $3,569.37万 | 0.10% | 171,695 | 20,146 | 13.3% | $418.82万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $3,600.71万 | 0.10% | 390,067 | -154 | -0.0% | -$1.42万 | 减仓 |
| FTNT | FORTINET INC | $3,656.01万 | 0.11% | 447,382 | 26,554 | 6.3% | $217.00万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $3,669.04万 | 0.11% | 125,330 | -10,599 | -7.8% | -$310.29万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $3,678.09万 | 0.11% | 396,004 | 12,575 | 3.3% | $116.80万 | 加仓 |
| CBRE | CBRE GROUP INC | $3,705.83万 | 0.11% | 273,574 | -30,395 | -10.0% | -$411.73万 | 减仓 |
| RPRX | ROYALTY PHARMA PLC | $3,725.55万 | 0.11% | 776,642 | -37,475 | -4.6% | -$179.77万 | 减仓 |
| BALL | BALL CORP | $3,751.33万 | 0.11% | 634,635 | -25,546 | -3.9% | -$151.00万 | 减仓 |
| EOG | EOG RES INC | $3,752.86万 | 0.11% | 259,588 | 16,994 | 7.0% | $245.68万 | 加仓 |
| NET | CLOUDFLARE INC | $3,766.70万 | 0.11% | 182,548 | -58,279 | -24.2% | -$1,202.53万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $3,770.67万 | 0.11% | 1,583,650 | -118,660 | -7.0% | -$282.53万 | 减仓 |
| FOXA | FOX CORP | $3,808.96万 | 0.11% | 652,220 | -3,822 | -0.6% | -$22.32万 | 减仓 |
| LOW | LOWES COS INC | $3,825.26万 | 0.11% | 161,895 | 1,980 | 1.2% | $46.78万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $3,868.22万 | 0.11% | 281,981 | 61,531 | 27.9% | $844.08万 | 加仓 |
| LNG | CHENIERE ENERGY INC | $3,901.76万 | 0.11% | 137,502 | 67,427 | 96.2% | $1,913.31万 | 加仓 |
| — | WARNER BROS DISCOVERY INC | $3,909.01万 | 0.11% | 1,423,527 | 382,301 | 36.7% | $1,049.80万 | 加仓 |
| JBL | JABIL INC | $3,941.60万 | 0.11% | 148,387 | -7,136 | -4.6% | -$189.55万 | 减仓 |
| RKLB | ROCKET LAB CORP | $4,083.56万 | 0.12% | 635,871 | 84,117 | 15.2% | $540.20万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $4,091.98万 | 0.12% | 426,292 | 137,894 | 47.8% | $1,323.64万 | 加仓 |
| NUE | NUCOR CORP | $4,110.18万 | 0.12% | 243,062 | 34,480 | 16.5% | $583.06万 | 加仓 |
| CIEN | CIENA CORP | $4,139.00万 | 0.12% | 106,612 | 56,445 | 112.5% | $2,191.36万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $4,155.53万 | 0.12% | 320,050 | 18,165 | 6.0% | $235.85万 | 加仓 |
| MET | METLIFE INC | $4,221.48万 | 0.12% | 596,929 | -46,047 | -7.2% | -$325.64万 | 减仓 |
| SNPS | SYNOPSYS INC | $4,269.85万 | 0.12% | 107,694 | -2,882 | -2.6% | -$114.27万 | 减仓 |
| TER | TERADYNE INC | $4,280.70万 | 0.12% | 144,394 | 34,220 | 31.1% | $1,014.49万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $4,397.57万 | 0.13% | 122,536 | 26,883 | 28.1% | $964.78万 | 加仓 |
| VMI | VALMONT INDS INC | $4,413.57万 | 0.13% | 110,458 | -769 | -0.7% | -$30.73万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $4,417.80万 | 0.13% | 609,688 | 184,791 | 43.5% | $1,339.00万 | 加仓 |
| — | HOLOGIC INC | $4,438.68万 | 0.13% | 587,205 | -133,153 | -18.5% | -$1,006.50万 | 减仓 |
| AON | AON PLC | $4,439.32万 | 0.13% | 137,534 | -5,051 | -3.5% | -$163.04万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $4,449.30万 | 0.13% | 136,035 | 10,071 | 8.0% | $329.39万 | 加仓 |
| COO | COOPER COS INC | $4,544.39万 | 0.13% | 635,579 | 69,749 | 12.3% | $498.71万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $4,556.84万 | 0.13% | 107,298 | 1,816 | 1.7% | $77.12万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $4,580.03万 | 0.13% | 102,567 | -7,006 | -6.4% | -$312.85万 | 减仓 |
| SBUX | STARBUCKS CORP | $4,672.94万 | 0.13% | 521,592 | 26,120 | 5.3% | $234.01万 | 加仓 |
| OKTA | OKTA INC | $4,823.90万 | 0.14% | 612,870 | 53,086 | 9.5% | $417.84万 | 加仓 |
| CI | THE CIGNA GROUP | $4,869.33万 | 0.14% | 182,543 | -15,322 | -7.7% | -$408.71万 | 减仓 |
| FDX | FEDEX CORP | $4,889.57万 | 0.14% | 137,278 | 36,321 | 36.0% | $1,293.68万 | 加仓 |
| ADBE | ADOBE INC | $4,995.83万 | 0.14% | 205,522 | -10,435 | -4.8% | -$253.65万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,999.18万 | 0.14% | 103,095 | 413 | 0.4% | $20.03万 | 加仓 |
| EBAY | EBAY INC. | $5,004.37万 | 0.14% | 549,810 | -50,145 | -8.4% | -$456.42万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $5,048.39万 | 0.15% | 771,217 | 34,347 | 4.7% | $224.84万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $5,073.23万 | 0.15% | 43,774 | 5,765 | 15.2% | $668.14万 | 加仓 |
| ALL | ALLSTATE CORP | $5,133.66万 | 0.15% | 247,596 | 19,171 | 8.4% | $397.49万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $5,160.66万 | 0.15% | 123,834 | -19,777 | -13.8% | -$824.19万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $5,232.11万 | 0.15% | 613,881 | 25,752 | 4.4% | $219.48万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $5,261.31万 | 0.15% | 699,178 | -85,693 | -10.9% | -$644.84万 | 减仓 |
| DAR | DARLING INGREDIENTS INC | $5,290.53万 | 0.15% | 855,381 | -52,618 | -5.8% | -$325.44万 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $5,392.22万 | 0.15% | 207,162 | 1,083 | 0.5% | $28.19万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $5,558.77万 | 0.16% | 93,743 | -61 | -0.1% | -$3.62万 | 减仓 |
| APP | APPLOVIN CORP | $5,565.63万 | 0.16% | 139,840 | -1,102 | -0.8% | -$43.86万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $5,583.04万 | 0.16% | 192,194 | 26,382 | 15.9% | $766.37万 | 加仓 |
| O | REALTY INCOME CORP | $5,674.50万 | 0.16% | 927,509 | 374,619 | 67.8% | $2,291.92万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $5,908.30万 | 0.17% | 194,301 | 5,478 | 2.9% | $166.58万 | 加仓 |
| SPG | SIMON PPTY GROUP INC NEW | $5,943.78万 | 0.17% | 318,650 | 9,305 | 3.0% | $173.57万 | 加仓 |
| NOW | SERVICENOW INC | $5,948.32万 | 0.17% | 568,945 | -111,965 | -16.4% | -$1,170.59万 | 减仓 |
| TRMB | TRIMBLE INC | $6,020.27万 | 0.17% | 922,929 | 76,514 | 9.0% | $499.10万 | 加仓 |
| BRO | BROWN & BROWN INC | $6,166.91万 | 0.18% | 945,700 | 256,564 | 37.2% | $1,673.05万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $6,420.91万 | 0.18% | 408,377 | 62,124 | 17.9% | $976.78万 | 加仓 |
| DHR | DANAHER CORP DEL | $6,466.91万 | 0.19% | 341,082 | 8,177 | 2.5% | $155.04万 | 加仓 |
| APH | AMPHENOL CORP | $6,624.66万 | 0.19% | 524,310 | -24,425 | -4.5% | -$308.61万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $6,651.36万 | 0.19% | 2,316,740 | 55,774 | 2.5% | $160.13万 | 加仓 |
| PCAR | PACCAR INC | $6,661.94万 | 0.19% | 576,791 | 72,057 | 14.3% | $832.26万 | 加仓 |
| FSLR | FIRST SOLAR INC | $6,805.94万 | 0.20% | 345,024 | 77,524 | 29.0% | $1,529.24万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $6,822.28万 | 0.20% | 335,775 | 443 | 0.1% | $9.00万 | 加仓 |
| EME | EMCOR GROUP INC | $6,848.56万 | 0.20% | 92,760 | 1,613 | 1.8% | $119.09万 | 加仓 |
| VTR | VENTAS INC | $6,863.30万 | 0.20% | 839,240 | 85,228 | 11.3% | $696.99万 | 加仓 |
| CMI | CUMMINS INC | $6,965.15万 | 0.20% | 129,459 | 18,041 | 16.2% | $970.64万 | 加仓 |
| PGR | PROGRESSIVE CORP | $7,027.13万 | 0.20% | 354,476 | -268 | -0.1% | -$5.31万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $7,032.57万 | 0.20% | 332,808 | 20,734 | 6.6% | $438.13万 | 加仓 |
| BLK | BLACKROCK INC | $7,039.72万 | 0.20% | 73,200 | -2,899 | -3.8% | -$278.80万 | 减仓 |
| QCOM | QUALCOMM INC | $7,050.29万 | 0.20% | 547,468 | -106,871 | -16.3% | -$1,376.28万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $7,115.06万 | 0.20% | 210,536 | 52,834 | 33.5% | $1,785.53万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $7,333.36万 | 0.21% | 350,845 | -74,902 | -17.6% | -$1,565.60万 | 减仓 |
| XYL | XYLEM INC | $7,344.45万 | 0.21% | 614,598 | 6,982 | 1.1% | $83.43万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7,360.14万 | 0.21% | 252,336 | 7,563 | 3.1% | $220.60万 | 加仓 |
| TGT | TARGET CORP | $7,370.10万 | 0.21% | 608,094 | 84,890 | 16.2% | $1,028.87万 | 加仓 |
| AFL | AFLAC INC | $7,405.18万 | 0.21% | 674,978 | 90,811 | 15.5% | $996.29万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $7,511.04万 | 0.22% | 1,196,979 | -224,233 | -15.8% | -$1,407.06万 | 减仓 |
| INTU | INTUIT | $7,536.99万 | 0.22% | 174,314 | -8,964 | -4.9% | -$387.59万 | 减仓 |
| SYK | STRYKER CORPORATION | $7,578.07万 | 0.22% | 230,624 | 5,536 | 2.5% | $181.91万 | 加仓 |
| CVS | CVS HEALTH CORP | $7,608.49万 | 0.22% | 1,059,383 | 6,654 | 0.6% | $47.79万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $7,643.09万 | 0.22% | 418,960 | -2,561 | -0.6% | -$46.72万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,693.02万 | 0.22% | 568,884 | -16,787 | -2.9% | -$227.01万 | 减仓 |
| MMM | 3M CO | $7,762.28万 | 0.22% | 534,482 | 22,103 | 4.3% | $321.00万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $7,796.11万 | 0.22% | 474,996 | -35,899 | -7.0% | -$589.21万 | 减仓 |
| NXT | NEXTPOWER INC | $7,806.89万 | 0.22% | 647,606 | -77,274 | -10.7% | -$931.54万 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $7,807.65万 | 0.22% | 393,749 | -149,413 | -27.5% | -$2,962.71万 | 减仓 |