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 |
|---|---|---|---|---|---|---|---|---|
| WTS | WATTS WATER TECHNOLOGIES INC | $3,711.45万 | 0.09% | 94,813 | 5,264 | 5.9% | $206.06万 | 加仓 |
| ARW | ARROW ELECTRS INC | $3,731.22万 | 0.09% | 174,838 | -752 | -0.4% | -$16.05万 | 减仓 |
| EW | EDWARDS LIFESCIENCES CORP | $3,767.13万 | 0.09% | 416,442 | 20,131 | 5.1% | $182.11万 | 加仓 |
| EG | EVEREST GROUP LTD | $3,790.03万 | 0.09% | 106,095 | 10,027 | 10.4% | $358.19万 | 加仓 |
| F | FORD MTR CO | $3,806.23万 | 0.09% | 2,738,293 | -252,705 | -8.4% | -$351.26万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $3,812.24万 | 0.09% | 152,502 | -1,493 | -1.0% | -$37.32万 | 减仓 |
| BG | BUNGE GLOBAL SA | $3,856.08万 | 0.09% | 361,293 | 123,441 | 51.9% | $1,317.49万 | 加仓 |
| AME | AMETEK INC | $3,936.36万 | 0.10% | 162,700 | 13,186 | 8.8% | $319.02万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $3,947.11万 | 0.10% | 703,962 | -72,680 | -9.4% | -$407.52万 | 减仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $4,044.24万 | 0.10% | 631,813 | 163,792 | 35.0% | $1,048.43万 | 加仓 |
| GWW | WW GRAINGER INC | $4,047.19万 | 0.10% | 29,750 | 1,639 | 5.8% | $222.97万 | 加仓 |
| SPXC | SPX TECHNOLOGIES INC | $4,161.83万 | 0.10% | 169,753 | 0 | 0.0% | — | 不变 |
| — | WARNER BROS DISCOVERY INC | $4,172.75万 | 0.10% | 1,565,173 | 141,646 | 10.0% | $377.63万 | 加仓 |
| VLO | VALERO ENERGY CORP | $4,242.98万 | 0.10% | 162,916 | 22,788 | 16.3% | $593.49万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $4,284.52万 | 0.11% | 293,903 | 11,922 | 4.2% | $173.80万 | 加仓 |
| URI | UNITED RENTALS INC | $4,436.17万 | 0.11% | 39,158 | -286 | -0.7% | -$32.40万 | 减仓 |
| CF | CF INDUSTRIES HOLD | $4,439.34万 | 0.11% | 410,063 | 90,013 | 28.1% | $974.48万 | 加仓 |
| TER | TERADYNE INC | $4,445.38万 | 0.11% | 91,877 | -52,517 | -36.4% | -$2,540.98万 | 减仓 |
| NET | CLOUDFLARE INC | $4,447.81万 | 0.11% | 181,336 | -1,212 | -0.7% | -$29.73万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $4,487.90万 | 0.11% | 162,505 | -23,990 | -12.9% | -$662.53万 | 减仓 |
| AON | AON PLC | $4,494.20万 | 0.11% | 135,494 | -2,040 | -1.5% | -$67.66万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $4,520.92万 | 0.11% | 98,467 | -4,628 | -4.5% | -$212.49万 | 减仓 |
| ADI | ANALOG DEVICES INC | $4,577.30万 | 0.11% | 115,248 | 10,135 | 9.6% | $402.53万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $4,587.62万 | 0.11% | 118,626 | -6,704 | -5.3% | -$259.26万 | 减仓 |
| SNPS | SYNOPSYS INC | $4,647.96万 | 0.11% | 104,198 | -3,496 | -3.2% | -$155.95万 | 减仓 |
| AYI | ACUITY INC | $4,705.27万 | 0.12% | 124,921 | 1,551 | 1.3% | $58.42万 | 加仓 |
| FDX | FEDEX CORP | $4,716.61万 | 0.12% | 150,628 | 13,350 | 9.7% | $418.03万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $4,723.34万 | 0.12% | 486,641 | 60,349 | 14.2% | $585.75万 | 加仓 |
| ADBE | ADOBE INC | $4,824.53万 | 0.12% | 235,320 | 29,798 | 14.5% | $610.92万 | 加仓 |
| CIEN | CIENA CORP | $4,959.46万 | 0.12% | 101,098 | -5,514 | -5.2% | -$270.49万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $4,968.04万 | 0.12% | 91,690 | -2,053 | -2.2% | -$111.24万 | 减仓 |
| MET | METLIFE INC | $5,016.04万 | 0.12% | 592,842 | -4,087 | -0.7% | -$34.58万 | 减仓 |
| MAR | MARRIOTT INTL INC NEW | $5,043.29万 | 0.12% | 136,088 | 53 | 0.0% | $1.96万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $5,062.11万 | 0.12% | 406,791 | 13,042 | 3.3% | $162.29万 | 加仓 |
| INTU | INTUIT | $5,098.77万 | 0.13% | 195,355 | 21,041 | 12.1% | $549.17万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $5,105.94万 | 0.13% | 685,085 | -14,093 | -2.0% | -$105.04万 | 减仓 |
| RKLB | ROCKET LAB CORP | $5,123.15万 | 0.13% | 503,999 | -131,872 | -20.7% | -$1,340.48万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5,261.83万 | 0.13% | 1,232,856 | 35,877 | 3.0% | $153.12万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $5,268.55万 | 0.13% | 187,473 | 12,737 | 7.3% | $357.95万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $5,305.28万 | 0.13% | 94,634 | -12,664 | -11.8% | -$709.96万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $5,346.21万 | 0.13% | 107,628 | 5,061 | 4.9% | $251.40万 | 加仓 |
| CL | COLGATE PALMOLIVE CO | $5,430.48万 | 0.13% | 592,330 | -21,551 | -3.5% | -$197.58万 | 减仓 |
| CI | THE CIGNA GROUP | $5,443.88万 | 0.13% | 197,471 | 14,928 | 8.2% | $411.54万 | 加仓 |
| JBL | JABIL INC | $5,466.41万 | 0.13% | 141,808 | -6,579 | -4.4% | -$253.61万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $5,470.48万 | 0.13% | 569,130 | -40,558 | -6.7% | -$389.84万 | 减仓 |
| EBAY | EBAY INC. | $5,520.16万 | 0.14% | 493,974 | -55,836 | -10.2% | -$623.97万 | 减仓 |
| VMI | VALMONT INDS INC | $5,525.26万 | 0.14% | 95,659 | -14,799 | -13.4% | -$854.79万 | 减仓 |
| SBUX | STARBUCKS CORP | $5,540.85万 | 0.14% | 542,211 | 20,619 | 4.0% | $210.71万 | 加仓 |
| NOW | SERVICENOW INC | $5,565.04万 | 0.14% | 560,540 | -8,405 | -1.5% | -$83.44万 | 减仓 |
| COO | COOPER COS INC | $5,615.35万 | 0.14% | 783,064 | 147,485 | 23.2% | $1,057.61万 | 加仓 |
| NUE | NUCOR CORP | $5,695.85万 | 0.14% | 255,706 | 12,644 | 5.2% | $281.65万 | 加仓 |
| TRMB | TRIMBLE INC | $5,881.42万 | 0.14% | 1,149,163 | 226,234 | 24.5% | $1,157.87万 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $5,967.65万 | 0.15% | 220,640 | 13,478 | 6.5% | $364.54万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $5,989.38万 | 0.15% | 120,978 | -1,558 | -1.3% | -$77.13万 | 减仓 |
| BRO | BROWN & BROWN INC | $6,007.29万 | 0.15% | 936,445 | -9,255 | -1.0% | -$59.37万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $6,053.29万 | 0.15% | 206,470 | 14,276 | 7.4% | $418.54万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $6,197.05万 | 0.15% | 46,523 | 2,749 | 6.3% | $366.18万 | 加仓 |
| O | REALTY INCOME CORP | $6,251.42万 | 0.15% | 1,008,945 | 81,436 | 8.8% | $504.58万 | 加仓 |
| BE | BLOOM ENERGY CORP | $6,280.54万 | 0.15% | 207,484 | -33,577 | -13.9% | -$1,016.38万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $6,296.26万 | 0.16% | 2,564,669 | 247,929 | 10.7% | $608.67万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $6,297.46万 | 0.16% | 128,216 | 4,382 | 3.5% | $215.23万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6,337.46万 | 0.16% | 191,777 | -2,524 | -1.3% | -$83.41万 | 减仓 |
| ALL | ALLSTATE CORP | $6,404.25万 | 0.16% | 269,154 | 21,558 | 8.7% | $512.95万 | 加仓 |
| APP | APPLOVIN CORP | $6,726.48万 | 0.17% | 130,553 | -9,287 | -6.6% | -$478.49万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $6,767.63万 | 0.17% | 1,500,251 | -83,399 | -5.3% | -$376.21万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $6,928.27万 | 0.17% | 343,647 | -7,198 | -2.1% | -$145.12万 | 减仓 |
| BLK | BLACKROCK INC | $6,933.81万 | 0.17% | 72,110 | -1,090 | -1.5% | -$104.81万 | 减仓 |
| SPG | SIMON PPTY GROUP INC NEW | $7,201.75万 | 0.18% | 322,010 | 3,360 | 1.1% | $75.15万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,234.77万 | 0.18% | 545,938 | -22,946 | -4.0% | -$304.08万 | 减仓 |
| FSLR | FIRST SOLAR INC | $7,281.75万 | 0.18% | 308,601 | -36,423 | -10.6% | -$859.44万 | 减仓 |
| DHR | DANAHER CORP DEL | $7,298.51万 | 0.18% | 383,164 | 42,082 | 12.3% | $801.58万 | 加仓 |
| FTNT | FORTINET INC | $7,316.67万 | 0.18% | 476,284 | 28,902 | 6.5% | $443.99万 | 加仓 |
| PCAR | PACCAR INC | $7,327.68万 | 0.18% | 610,030 | 33,239 | 5.8% | $399.27万 | 加仓 |
| EME | EMCOR GROUP INC | $7,389.42万 | 0.18% | 89,042 | -3,718 | -4.0% | -$308.55万 | 减仓 |
| VTR | VENTAS INC | $7,587.10万 | 0.19% | 854,403 | 15,163 | 1.8% | $134.65万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $7,674.14万 | 0.19% | 507,113 | 98,736 | 24.2% | $1,494.17万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $7,699.19万 | 0.19% | 942,719 | 745 | 0.1% | $6.08万 | 加仓 |
| OKTA | OKTA INC | $7,747.70万 | 0.19% | 567,805 | -45,065 | -7.4% | -$614.91万 | 减仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $7,795.81万 | 0.19% | 348,105 | 12,330 | 3.7% | $276.13万 | 加仓 |
| NXT | NEXTPOWER INC | $7,884.78万 | 0.19% | 661,808 | 14,202 | 2.2% | $169.20万 | 加仓 |
| TRV | TRAVELERS COMPANIES INC | $7,913.74万 | 0.19% | 239,723 | -12,613 | -5.0% | -$416.38万 | 减仓 |
| CAH | CARDINAL HEALTH INC | $8,050.08万 | 0.20% | 338,865 | 6,057 | 1.8% | $143.89万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $8,132.25万 | 0.20% | 1,405,991 | 41,415 | 3.0% | $239.54万 | 加仓 |
| SYK | STRYKER CORPORATION | $8,156.37万 | 0.20% | 259,064 | 28,440 | 12.3% | $895.40万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,214.63万 | 0.20% | 172,009 | -38,527 | -18.3% | -$1,839.93万 | 减仓 |
| COF | CAPITAL ONE FINL CORP | $8,272.77万 | 0.20% | 412,360 | -6,600 | -1.6% | -$132.41万 | 减仓 |
| MDT | MEDTRONIC PLC | $8,354.70万 | 0.21% | 1,067,966 | 32,513 | 3.1% | $254.35万 | 加仓 |
| SPGI | S&P GLOBAL INC | $8,394.57万 | 0.21% | 206,123 | 1,536 | 0.8% | $62.56万 | 加仓 |
| TGT | TARGET CORP | $8,412.13万 | 0.21% | 644,065 | 35,971 | 5.9% | $469.82万 | 加仓 |
| XYL | XYLEM INC | $8,491.02万 | 0.21% | 718,300 | 103,702 | 16.9% | $1,225.86万 | 加仓 |
| APH | AMPHENOL CORP | $8,536.34万 | 0.21% | 484,139 | -40,171 | -7.7% | -$708.30万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $8,692.63万 | 0.21% | 342,270 | 342,270 | — | $8,692.63万 | 新建仓 |
| AFL | AFLAC INC | $8,715.90万 | 0.21% | 743,360 | 68,382 | 10.1% | $801.78万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $8,794.08万 | 0.22% | 493,384 | 1,259 | 0.3% | $22.44万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $8,817.37万 | 0.22% | 94,256 | -121 | -0.1% | -$11.32万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $8,849.53万 | 0.22% | 222,529 | 10,043 | 4.7% | $399.39万 | 加仓 |
| MMM | 3M CO | $8,899.22万 | 0.22% | 549,640 | 15,158 | 2.8% | $245.42万 | 加仓 |
| MELI | MERCADOLIBRE INC | $8,926.74万 | 0.22% | 52,591 | 5,457 | 11.6% | $926.27万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $9,203.12万 | 0.23% | 997,412 | 267 | 0.0% | $2.46万 | 加仓 |
| COR | CENCORA INC | $9,304.95万 | 0.23% | 328,820 | -40,378 | -10.9% | -$1,142.62万 | 减仓 |