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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $27.53亿 | 6.78% | 13,758,264 | -150,819 | -1.1% | -$3,017.74万 | 减仓 |
| AAPL | APPLE INC | $24.07亿 | 5.93% | 8,317,573 | 266,076 | 3.3% | $7,699.18万 | 加仓 |
| MSFT | MICROSOFT CORP | $15.17亿 | 3.73% | 4,065,646 | -3,717 | -0.1% | -$138.65万 | 减仓 |
| AMZN | AMAZON COM INC | $14.00亿 | 3.45% | 5,873,418 | 85,492 | 1.5% | $2,037.62万 | 加仓 |
| GOOGL | ALPHABET INC | $12.22亿 | 3.01% | 3,418,072 | -7,296 | -0.2% | -$260.74万 | 减仓 |
| GOOG | ALPHABET INC | $10.50亿 | 2.59% | 2,972,569 | -135,587 | -4.4% | -$4,790.70万 | 减仓 |
| AVGO | BROADCOM INC | $9.30亿 | 2.29% | 2,461,236 | -59,252 | -2.4% | -$2,238.24万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $6.91亿 | 1.70% | 598,496 | 5,765 | 1.0% | $665.45万 | 加仓 |
| META | META PLATFORMS INC | $6.68亿 | 1.65% | 1,186,760 | 23,246 | 2.0% | $1,309.42万 | 加仓 |
| TSLA | TESLA INC | $6.57亿 | 1.62% | 1,561,958 | 24,101 | 1.6% | $1,013.69万 | 加仓 |
| V | VISA INC | $6.15亿 | 1.51% | 1,792,907 | 22,980 | 1.3% | $788.42万 | 加仓 |
| LLY | ELI LILLY & CO | $5.66亿 | 1.39% | 471,742 | 4,906 | 1.1% | $588.44万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5.62亿 | 1.39% | 1,718,354 | 31,459 | 1.9% | $1,029.75万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $5.00亿 | 1.23% | 861,218 | 13,117 | 1.5% | $761.98万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $3.89亿 | 0.96% | 757,909 | 395 | 0.1% | $20.29万 | 加仓 |
| AMAT | APPLIED MATLS INC | $3.68亿 | 0.91% | 509,329 | -12,333 | -2.4% | -$891.68万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $3.66亿 | 0.90% | 844,760 | -58,506 | -6.5% | -$2,535.24万 | 减仓 |
| CSCO | CISCO SYS INC | $3.46亿 | 0.85% | 2,941,807 | -242,077 | -7.6% | -$2,843.44万 | 减仓 |
| INTC | INTEL CORP | $3.18亿 | 0.78% | 2,280,459 | 68,615 | 3.1% | $958.07万 | 加仓 |
| WM | WASTE MGMT INC DEL | $3.09亿 | 0.76% | 1,387,852 | 54,488 | 4.1% | $1,214.43万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $2.95亿 | 0.73% | 865,983 | -251,495 | -22.5% | -$8,576.48万 | 减仓 |
| PWR | QUANTA SVCS INC | $2.85亿 | 0.70% | 395,652 | -53,646 | -11.9% | -$3,862.73万 | 减仓 |
| KLAC | KLA CORP | $2.81亿 | 0.69% | 929,769 | -22,091 | -2.3% | -$666.51万 | 减仓 |
| ABBV | ABBVIE INC | $2.71亿 | 0.67% | 1,078,470 | 36,523 | 3.5% | $919.06万 | 加仓 |
| BAC | BANK OF AMER CORP | $2.66亿 | 0.66% | 4,670,817 | 53,851 | 1.2% | $306.84万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $2.59亿 | 0.64% | 2,859,410 | 91,281 | 3.3% | $828.28万 | 加仓 |
| KO | COCA COLA CO | $2.56亿 | 0.63% | 3,150,631 | -14,741 | -0.5% | -$119.80万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $2.48亿 | 0.61% | 1,688,505 | 11,300 | 0.7% | $165.70万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $2.36亿 | 0.58% | 233,364 | -12,810 | -5.2% | -$1,295.56万 | 减仓 |
| C | CITIGROUP INC | $2.24亿 | 0.55% | 1,602,707 | -76,602 | -4.6% | -$1,072.12万 | 减仓 |
| MRK | MERCK & CO INC | $2.17亿 | 0.53% | 1,685,911 | -62,851 | -3.6% | -$807.64万 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $2.10亿 | 0.52% | 275,039 | -84,173 | -23.4% | -$6,423.58万 | 减仓 |
| LIN | LINDE PLC | $1.97亿 | 0.48% | 379,126 | -2,535 | -0.7% | -$131.55万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $1.91亿 | 0.47% | 460,561 | 20,249 | 4.6% | $841.61万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1.91亿 | 0.47% | 298,368 | -58,585 | -16.4% | -$3,741.94万 | 减仓 |
| MCO | MOODYS CORP | $1.86亿 | 0.46% | 410,972 | -922 | -0.2% | -$41.76万 | 减仓 |
| HD | HOME DEPOT INC | $1.83亿 | 0.45% | 517,729 | 851 | 0.2% | $30.01万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $1.82亿 | 0.45% | 421,405 | -53,591 | -11.3% | -$2,312.24万 | 减仓 |
| GLW | CORNING INC | $1.81亿 | 0.45% | 707,662 | -186,160 | -20.8% | -$4,755.08万 | 减仓 |
| WELL | WELLTOWER INC | $1.80亿 | 0.44% | 790,981 | 4,376 | 0.6% | $99.32万 | 加仓 |
| NFLX | NETFLIX INC. | $1.75亿 | 0.43% | 2,447,377 | 98,268 | 4.2% | $701.63万 | 加仓 |
| MS | MORGAN STANLEY | $1.74亿 | 0.43% | 833,778 | -2,127 | -0.3% | -$44.46万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $1.71亿 | 0.42% | 176,819 | -35,968 | -16.9% | -$3,470.91万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $1.67亿 | 0.41% | 3,941,542 | 158,152 | 4.2% | $669.62万 | 加仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.62亿 | 0.40% | 974,704 | 32,231 | 3.4% | $537.19万 | 加仓 |
| MSCI | MSCI INC | $1.61亿 | 0.40% | 287,532 | -17,224 | -5.7% | -$964.61万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $1.59亿 | 0.39% | 745,704 | 70,529 | 10.4% | $1,502.83万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $1.54亿 | 0.38% | 1,171,995 | 66,433 | 6.0% | $874.13万 | 加仓 |
| DE | DEERE & CO | $1.50亿 | 0.37% | 236,312 | 8,572 | 3.8% | $543.75万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.49亿 | 0.37% | 501,051 | 27,211 | 5.7% | $811.08万 | 加仓 |
| PEP | PEPSICO INC | $1.43亿 | 0.35% | 1,058,125 | 16,569 | 1.6% | $224.34万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $1.42亿 | 0.35% | 866,530 | 68,928 | 8.6% | $1,127.46万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.39亿 | 0.34% | 1,684,753 | -101,963 | -5.7% | -$842.62万 | 减仓 |
| CB | CHUBB LIMITED | $1.36亿 | 0.34% | 399,565 | -7,073 | -1.7% | -$241.01万 | 减仓 |
| ORCL | ORACLE CORP | $1.35亿 | 0.33% | 919,027 | 12,847 | 1.4% | $188.27万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $1.30亿 | 0.32% | 481,993 | 9,731 | 2.1% | $261.63万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1.29亿 | 0.32% | 758,858 | -4,316 | -0.6% | -$73.32万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $1.28亿 | 0.32% | 879,415 | 19,967 | 2.3% | $291.74万 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $1.28亿 | 0.32% | 884,807 | -18,786 | -2.1% | -$271.66万 | 减仓 |
| MCD | MCDONALDS CORP | $1.26亿 | 0.31% | 467,119 | 5,378 | 1.2% | $145.37万 | 加仓 |
| T | AT&T INC | $1.26亿 | 0.31% | 6,088,972 | 301,236 | 5.2% | $623.56万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.26亿 | 0.31% | 371,425 | -1,841 | -0.5% | -$62.27万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.25亿 | 0.31% | 250,543 | 4,776 | 1.9% | $238.99万 | 加仓 |
| PFE | PFIZER INC | $1.25亿 | 0.31% | 5,190,196 | 325,887 | 6.7% | $784.74万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.24亿 | 0.31% | 1,007,340 | 686 | 0.1% | $8.45万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $1.19亿 | 0.29% | 317,017 | -80,870 | -20.3% | -$3,035.21万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $1.19亿 | 0.29% | 399,151 | 89,439 | 28.9% | $2,664.30万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.19亿 | 0.29% | 939,277 | -12,879 | -1.4% | -$162.71万 | 减仓 |
| AMGN | AMGEN INC | $1.18亿 | 0.29% | 325,992 | 15,525 | 5.0% | $562.19万 | 加仓 |
| STLD | STEEL DYNAMICS INC | $1.15亿 | 0.28% | 502,981 | -15,441 | -3.0% | -$354.31万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $1.13亿 | 0.28% | 680,904 | 23,176 | 3.5% | $386.32万 | 加仓 |
| ADSK | AUTODESK INC | $1.13亿 | 0.28% | 581,501 | 120,621 | 26.2% | $2,345.11万 | 加仓 |
| CVS | CVS HEALTH CORP | $1.11亿 | 0.27% | 1,077,763 | 18,380 | 1.7% | $190.14万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1.11亿 | 0.27% | 330,696 | -24,471 | -6.9% | -$819.34万 | 减仓 |
| HUBB | HUBBELL INC | $1.09亿 | 0.27% | 207,616 | 15,116 | 7.9% | $790.87万 | 加仓 |
| CMI | CUMMINS INC | $1.08亿 | 0.27% | 151,135 | 21,676 | 16.7% | $1,545.95万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.08亿 | 0.26% | 214,598 | 3,847 | 1.8% | $192.87万 | 加仓 |
| DIS | DISNEY WALT CO | $1.06亿 | 0.26% | 1,100,812 | 17,005 | 1.6% | $163.67万 | 加仓 |
| PLD | PROLOGIS INC. | $1.04亿 | 0.26% | 770,079 | 29,866 | 4.0% | $404.59万 | 加仓 |
| QCOM | QUALCOMM INC | $1.04亿 | 0.26% | 562,121 | 14,653 | 2.7% | $270.77万 | 加仓 |
| TJX | TJX COS INC NEW | $1.03亿 | 0.25% | 680,676 | 88,441 | 14.9% | $1,339.88万 | 加仓 |
| PH | PARKER-HANNIFIN CORP | $1.02亿 | 0.25% | 104,213 | 11,934 | 12.9% | $1,167.29万 | 加仓 |
| CTVA | CORTEVA INC | $1.02亿 | 0.25% | 1,202,493 | 53,300 | 4.6% | $451.40万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $1.02亿 | 0.25% | 1,408,144 | 22,170 | 1.6% | $159.98万 | 加仓 |
| FLEX | FLEX LTD | $1.01亿 | 0.25% | 625,708 | -145,509 | -18.9% | -$2,358.26万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $1.01亿 | 0.25% | 1,753,508 | 73,476 | 4.4% | $423.37万 | 加仓 |
| TMUS | T-MOBILE US INC | $9,969.70万 | 0.25% | 594,390 | 74,239 | 14.3% | $1,245.21万 | 加仓 |
| RCL | ROYAL CARIBBEAN GROUP | $9,802.15万 | 0.24% | 308,700 | -59,116 | -16.1% | -$1,877.11万 | 减仓 |
| MCK | MCKESSON CORP | $9,764.77万 | 0.24% | 129,232 | -5,572 | -4.1% | -$421.02万 | 减仓 |
| CRM | SALESFORCE INC | $9,758.40万 | 0.24% | 622,903 | 5,281 | 0.9% | $82.73万 | 加仓 |
| SYY | SYSCO CORP | $9,704.01万 | 0.24% | 1,161,044 | -18,028 | -1.5% | -$150.68万 | 减仓 |
| FIX | COMFORT SYS USA INC | $9,519.11万 | 0.23% | 48,029 | -16,484 | -25.6% | -$3,267.05万 | 减仓 |
| PGR | PROGRESSIVE CORP | $9,470.55万 | 0.23% | 433,534 | 79,058 | 22.3% | $1,727.02万 | 加仓 |
| EQIX | EQUINIX INC | $9,398.19万 | 0.23% | 90,160 | -712 | -0.8% | -$74.22万 | 减仓 |
| CME | CME GROUP INC | $9,320.33万 | 0.23% | 422,059 | 651 | 0.2% | $14.38万 | 加仓 |
| COR | CENCORA INC | $9,304.95万 | 0.23% | 328,820 | -40,378 | -10.9% | -$1,142.62万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $9,203.12万 | 0.23% | 997,412 | 267 | 0.0% | $2.46万 | 加仓 |
| MELI | MERCADOLIBRE INC | $8,926.74万 | 0.22% | 52,591 | 5,457 | 11.6% | $926.27万 | 加仓 |
| MMM | 3M CO | $8,899.22万 | 0.22% | 549,640 | 15,158 | 2.8% | $245.42万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $8,849.53万 | 0.22% | 222,529 | 10,043 | 4.7% | $399.39万 | 加仓 |