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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $24.26亿 | 6.97% | 13,909,083 | 21,336 | 0.2% | $372.10万 | 加仓 |
| AAPL | APPLE INC | $20.43亿 | 5.87% | 8,051,497 | -34,166 | -0.4% | -$867.10万 | 减仓 |
| MSFT | MICROSOFT CORP | $15.06亿 | 4.33% | 4,069,363 | -423,367 | -9.4% | -$1.57亿 | 减仓 |
| AMZN | AMAZON COM INC | $12.05亿 | 3.46% | 5,787,926 | -443,258 | -7.1% | -$9,231.73万 | 减仓 |
| GOOGL | ALPHABET INC | $9.85亿 | 2.83% | 3,425,368 | -50,804 | -1.5% | -$1,460.92万 | 减仓 |
| GOOG | ALPHABET INC | $8.92亿 | 2.56% | 3,108,156 | -73,440 | -2.3% | -$2,106.70万 | 减仓 |
| AVGO | BROADCOM INC | $7.80亿 | 2.24% | 2,520,488 | -7,543 | -0.3% | -$233.46万 | 减仓 |
| META | META PLATFORMS INC | $6.66亿 | 1.91% | 1,163,514 | -13,096 | -1.1% | -$749.26万 | 减仓 |
| TSLA | TESLA INC | $5.72亿 | 1.64% | 1,537,857 | -15,606 | -1.0% | -$580.15万 | 减仓 |
| V | VISA INC | $5.35亿 | 1.54% | 1,769,927 | 39,259 | 2.3% | $1,186.56万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $4.96亿 | 1.43% | 1,686,895 | -88,237 | -5.0% | -$2,595.58万 | 减仓 |
| LLY | ELI LILLY & CO | $4.29亿 | 1.23% | 466,836 | 3,536 | 0.8% | $325.23万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.78亿 | 1.09% | 757,514 | -6,520 | -0.9% | -$325.78万 | 减仓 |
| WM | WASTE MGMT INC DEL | $3.06亿 | 0.88% | 1,333,364 | -138,941 | -9.4% | -$3,192.73万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $2.84亿 | 0.82% | 2,768,129 | 129,811 | 4.9% | $1,332.77万 | 加仓 |
| CSCO | CISCO SYS INC | $2.47亿 | 0.71% | 3,183,884 | 36,119 | 1.1% | $280.25万 | 加仓 |
| PWR | QUANTA SVCS INC | $2.47亿 | 0.71% | 449,298 | -49,911 | -10.0% | -$2,740.21万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.42亿 | 0.70% | 1,677,205 | 74,674 | 4.7% | $1,078.59万 | 加仓 |
| KO | COCA COLA CO | $2.41亿 | 0.69% | 3,165,372 | 225,391 | 7.7% | $1,714.10万 | 加仓 |
| ABBV | ABBVIE INC | $2.27亿 | 0.65% | 1,041,947 | -10,653 | -1.0% | -$231.69万 | 减仓 |
| NFLX | NETFLIX INC. | $2.26亿 | 0.65% | 2,349,109 | -109,929 | -4.5% | -$1,056.97万 | 减仓 |
| BAC | BANK AMERICA CORP | $2.25亿 | 0.65% | 4,616,966 | 65,842 | 1.4% | $320.98万 | 加仓 |
| MRK | MERCK & CO INC | $2.10亿 | 0.60% | 1,748,762 | 53,896 | 3.2% | $648.31万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.08亿 | 0.60% | 246,174 | -5,896 | -2.3% | -$498.80万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.00亿 | 0.58% | 592,731 | 17,549 | 3.1% | $592.88万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1.93亿 | 0.55% | 903,266 | 15,666 | 1.8% | $334.72万 | 加仓 |
| C | CITIGROUP INC | $1.90亿 | 0.55% | 1,679,309 | -108,234 | -6.1% | -$1,227.48万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.90亿 | 0.55% | 3,783,390 | 416,235 | 12.4% | $2,089.50万 | 加仓 |
| LIN | LINDE PLC | $1.89亿 | 0.54% | 381,661 | 17,105 | 4.7% | $848.00万 | 加仓 |
| MCO | MOODYS CORP | $1.80亿 | 0.52% | 411,894 | -43,647 | -9.6% | -$1,904.10万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $1.79亿 | 0.51% | 1,117,478 | 150,336 | 15.5% | $2,410.19万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1.78亿 | 0.51% | 521,662 | 6,876 | 1.3% | $235.01万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.73亿 | 0.50% | 848,101 | -17,083 | -2.0% | -$347.52万 | 减仓 |
| HD | HOME DEPOT INC | $1.70亿 | 0.49% | 516,878 | -373,943 | -42.0% | -$1.23亿 | 减仓 |
| T | AT&T INC | $1.68亿 | 0.48% | 5,787,736 | 120,169 | 2.1% | $348.37万 | 加仓 |
| MSCI | MSCI INC | $1.64亿 | 0.47% | 304,756 | -30,706 | -9.2% | -$1,655.08万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.63亿 | 0.47% | 942,473 | -12,797 | -1.3% | -$221.96万 | 减仓 |
| PEP | PEPSICO INC | $1.62亿 | 0.46% | 1,041,556 | 10,999 | 1.1% | $170.80万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.58亿 | 0.46% | 1,006,654 | 107,579 | 12.0% | $1,692.00万 | 加仓 |
| WELL | WELLTOWER INC | $1.56亿 | 0.45% | 786,605 | 7,909 | 1.0% | $156.37万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.50亿 | 0.43% | 1,105,562 | 16,354 | 1.5% | $222.56万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $1.48亿 | 0.43% | 675,175 | 22,687 | 3.5% | $496.89万 | 加仓 |
| MCD | MCDONALDS CORP | $1.44亿 | 0.41% | 461,741 | 9,394 | 2.1% | $291.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.42亿 | 0.41% | 1,786,716 | 34,204 | 2.0% | $272.30万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $1.40亿 | 0.40% | 359,212 | -8,366 | -2.3% | -$326.62万 | 减仓 |
| KLAC | KLA CORP | $1.40亿 | 0.40% | 95,186 | -2,650 | -2.7% | -$390.19万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $1.38亿 | 0.40% | 797,602 | -19,245 | -2.4% | -$332.13万 | 减仓 |
| MS | MORGAN STANLEY | $1.38亿 | 0.40% | 835,905 | 17,233 | 2.1% | $283.60万 | 加仓 |
| PFE | PFIZER INC | $1.37亿 | 0.39% | 4,864,309 | 66,820 | 1.4% | $187.63万 | 加仓 |
| ORCL | ORACLE CORP | $1.33亿 | 0.38% | 906,180 | -37,870 | -4.0% | -$557.11万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $1.33亿 | 0.38% | 952,156 | 11,410 | 1.2% | $159.02万 | 加仓 |
| CB | CHUBB LTD SWITZ | $1.33亿 | 0.38% | 406,638 | 46,967 | 13.1% | $1,530.80万 | 加仓 |
| DE | DEERE & CO | $1.28亿 | 0.37% | 227,740 | 22,327 | 10.9% | $1,257.68万 | 加仓 |
| CME | CME GROUP INC | $1.24亿 | 0.36% | 421,408 | 28,036 | 7.1% | $828.04万 | 加仓 |
| GLW | CORNING INC | $1.22亿 | 0.35% | 893,822 | -68,337 | -7.1% | -$929.18万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.19亿 | 0.34% | 440,312 | -14,428 | -3.2% | -$390.41万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.18亿 | 0.34% | 245,767 | 10,419 | 4.4% | $499.28万 | 加仓 |
| MCK | MCKESSON CORP | $1.17亿 | 0.34% | 134,804 | -2,841 | -2.1% | -$245.85万 | 减仓 |
| COR | CENCORA INC | $1.16亿 | 0.33% | 369,198 | -26,153 | -6.6% | -$821.57万 | 减仓 |
| CRM | SALESFORCE INC | $1.15亿 | 0.33% | 617,622 | 15,267 | 2.5% | $284.99万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.13亿 | 0.32% | 373,266 | -13,885 | -3.6% | -$419.99万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.13亿 | 0.32% | 859,448 | -63,915 | -6.9% | -$836.97万 | 减仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.11亿 | 0.32% | 397,887 | 78,604 | 24.6% | $2,184.17万 | 加仓 |
| ADSK | AUTODESK INC | $1.10亿 | 0.32% | 460,880 | 34,293 | 8.0% | $820.97万 | 加仓 |
| TMUS | T-MOBILE US INC | $1.09亿 | 0.31% | 520,151 | 36,716 | 7.6% | $771.15万 | 加仓 |
| AMGN | AMGEN INC | $1.09亿 | 0.31% | 310,467 | 1,905 | 0.6% | $67.03万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.09亿 | 0.31% | 472,262 | 70,893 | 17.7% | $1,633.80万 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $1.07亿 | 0.31% | 903,593 | 1,931 | 0.2% | $22.91万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $1.07亿 | 0.31% | 657,728 | -343,598 | -34.3% | -$5,581.41万 | 减仓 |
| DIS | DISNEY WALT CO | $1.04亿 | 0.30% | 1,083,807 | -14,821 | -1.3% | -$142.84万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.04亿 | 0.30% | 210,751 | -3,514 | -1.6% | -$172.72万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.02亿 | 0.29% | 1,680,032 | 32,657 | 2.0% | $198.06万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $1.01亿 | 0.29% | 367,816 | -144,790 | -28.2% | -$3,984.33万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $9,969.31万 | 0.29% | 1,385,974 | -212,966 | -13.3% | -$1,531.86万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $9,795.39万 | 0.28% | 212,486 | 3,403 | 1.6% | $156.87万 | 加仓 |
| PLD | PROLOGIS INC. | $9,784.14万 | 0.28% | 740,213 | 22,372 | 3.1% | $295.71万 | 加仓 |
| INTC | INTEL CORP | $9,760.87万 | 0.28% | 2,211,844 | -210,153 | -8.7% | -$927.41万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $9,655.22万 | 0.28% | 356,953 | -37,846 | -9.6% | -$1,023.70万 | 减仓 |
| CTVA | CORTEVA INC | $9,619.89万 | 0.28% | 1,149,193 | 121,506 | 11.8% | $1,017.13万 | 加仓 |
| TJX | TJX COS INC NEW | $9,457.99万 | 0.27% | 592,235 | 65,110 | 12.4% | $1,039.81万 | 加仓 |
| HUBB | HUBBELL INC | $9,446.75万 | 0.27% | 192,500 | 17,747 | 10.2% | $870.92万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $9,404.01万 | 0.27% | 94,377 | 7,888 | 9.1% | $785.98万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $9,371.17万 | 0.27% | 997,145 | 61,782 | 6.6% | $580.63万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $9,370.25万 | 0.27% | 763,174 | -44,976 | -5.6% | -$552.22万 | 减仓 |
| STLD | STEEL DYNAMICS INC | $9,331.60万 | 0.27% | 518,422 | -9,248 | -1.8% | -$166.46万 | 减仓 |
| TXN | TEXAS INSTRS INC | $9,199.13万 | 0.26% | 473,840 | 6,514 | 1.4% | $126.46万 | 加仓 |
| MDT | MEDTRONIC PLC | $8,972.20万 | 0.26% | 1,035,453 | 95,715 | 10.2% | $829.37万 | 加仓 |
| EQIX | EQUINIX INC | $8,907.64万 | 0.26% | 90,872 | -305 | -0.3% | -$29.90万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $8,899.77万 | 0.26% | 355,167 | -7,579 | -2.1% | -$189.91万 | 减仓 |
| FIX | COMFORT SYS USA INC | $8,896.28万 | 0.26% | 64,513 | 3,567 | 5.9% | $491.89万 | 加仓 |
| SPGI | S&P GLOBAL INC | $8,701.90万 | 0.25% | 204,587 | -6,443 | -3.1% | -$274.05万 | 减仓 |
| — | THOMSON REUTERS CORP | $8,475.88万 | 0.24% | 941,974 | 557,402 | 144.9% | $5,015.50万 | 加仓 |
| SYY | SYSCO CORP | $8,410.32万 | 0.24% | 1,179,072 | 112,826 | 10.6% | $804.79万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $8,336.14万 | 0.24% | 212,787 | -26,945 | -11.2% | -$1,055.60万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $8,288.01万 | 0.24% | 19,685 | -3,360 | -14.6% | -$1,414.67万 | 减仓 |
| PH | PARKER-HANNIFIN CORP | $8,261.19万 | 0.24% | 92,279 | 19,345 | 26.5% | $1,731.84万 | 加仓 |
| MELI | MERCADOLIBRE INC | $8,149.56万 | 0.23% | 47,134 | 2,214 | 4.9% | $382.81万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $7,865.42万 | 0.23% | 1,364,576 | 44,793 | 3.4% | $258.19万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $7,807.65万 | 0.22% | 393,749 | -149,413 | -27.5% | -$2,962.71万 | 减仓 |
| NXT | NEXTPOWER INC | $7,806.89万 | 0.22% | 647,606 | -77,274 | -10.7% | -$931.54万 | 减仓 |