Storgate, LLC
DALLAS TX · SEC CIK 0002110835
$4.82亿2026Q2 申报市值
351持仓数
38.1%前十大占比 · 第一大 16.4%
181 / 8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
FBCG 加仓+$4,114.59万
FDEM 加仓+$1,769.93万
NVDA 重新持有+$1,508.94万
GOOG 加仓+$1,125.32万
AAPL 新建仓+$1,019.70万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$93.38万
IBN 清仓-$39.89万
SNPS 清仓-$37.31万
BAM 清仓-$31.25万
BNY 清仓-$30.95万
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 |
|---|---|---|---|---|---|---|---|---|
| FBCG | FIDELITY COVINGTON TRUST | $7,916.09万 | 16.42% | 1,274,528 | 662,468 | 108.2% | $4,114.59万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $2,937.24万 | 6.09% | 808,490 | 487,181 | 151.6% | $1,769.93万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,543.07万 | 3.20% | 77,119 | 75,413 | 4,420.5% | $1,508.94万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,357.64万 | 2.82% | 28,428 | 17,888 | 169.7% | $854.28万 | 加仓 |
| GOOG | ALPHABET INC | $1,205.24万 | 2.50% | 34,111 | 31,849 | 1,408.0% | $1,125.32万 | 加仓 |
| AAPL | APPLE INC | $1,019.70万 | 2.12% | 35,240 | 35,240 | — | $1,019.70万 | 新建仓 |
| AMZN | AMAZON COM INC | $828.59万 | 1.72% | 34,765 | 32,036 | 1,173.9% | $763.55万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $570.63万 | 1.18% | 17,433 | 15,696 | 903.6% | $513.78万 | 加仓 |
| AVGO | BROADCOM INC | $495.19万 | 1.03% | 13,109 | 13,109 | — | $495.19万 | 新建仓 |
| MSFT | MICROSOFT CORP | $493.39万 | 1.02% | 13,227 | 13,227 | — | $493.39万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $446.27万 | 0.93% | 6,987 | 4,600 | 192.7% | $293.81万 | 加仓 |
| APP | APPLOVIN CORP | $441.91万 | 0.92% | 8,577 | 5,025 | 141.5% | $258.90万 | 加仓 |
| META | META PLATFORMS INC | $424.27万 | 0.88% | 7,532 | 7,532 | — | $424.27万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $423.90万 | 0.88% | 25,573 | 15,847 | 162.9% | $262.68万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $371.44万 | 0.77% | 73,327 | 40,232 | 121.6% | $203.80万 | 加仓 |
| C | CITIGROUP INC | $363.38万 | 0.75% | 25,963 | 17,134 | 194.1% | $239.81万 | 加仓 |
| ASML | ASML HLDG NV | $351.53万 | 0.73% | 1,767 | 1,304 | 281.6% | $259.42万 | 加仓 |
| FIX | COMFORT SYS USA INC | $339.71万 | 0.70% | 1,714 | 976 | 132.2% | $193.44万 | 加仓 |
| BAC | BANK OF AMER CORP | $334.91万 | 0.69% | 58,776 | 42,493 | 261.0% | $242.13万 | 加仓 |
| CLS | CELESTICA INC | $283.89万 | 0.59% | 7,782 | 4,762 | 157.7% | $173.72万 | 加仓 |
| LLY | ELI LILLY & CO | $266.03万 | 0.55% | 2,218 | 2,218 | — | $266.03万 | 新建仓 |
| FLEX | FLEX LTD | $262.18万 | 0.54% | 16,177 | 979 | 6.4% | $15.87万 | 加仓 |
| MRK | MERCK & CO INC | $257.17万 | 0.53% | 20,013 | 10,659 | 114.0% | $136.97万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $254.16万 | 0.53% | 28,957 | 28,957 | — | $254.16万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $247.77万 | 0.51% | 31,818 | 19,025 | 148.7% | $148.15万 | 加仓 |
| SE | SEA LTD | $245.21万 | 0.51% | 25,588 | 14,306 | 126.8% | $137.09万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $238.54万 | 0.49% | 24,577 | 14,297 | 139.1% | $138.77万 | 加仓 |
| V | VISA INC | $236.84万 | 0.49% | 6,903 | 5,989 | 655.3% | $205.48万 | 加仓 |
| KLAC | KLA CORP | $234.73万 | 0.49% | 7,780 | 7,780 | — | $234.73万 | 新建仓 |
| GOOGL | ALPHABET INC | $229.32万 | 0.48% | 6,417 | 6,417 | — | $229.32万 | 新建仓 |
| TXT | TEXTRON INC | $224.16万 | 0.46% | 24,437 | 13,692 | 127.4% | $125.60万 | 加仓 |
| CTVA | CORTEVA INC | $216.02万 | 0.45% | 25,507 | 15,145 | 146.2% | $128.26万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $210.89万 | 0.44% | 47,540 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $207.58万 | 0.43% | 13,717 | 9,804 | 250.5% | $148.36万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $206.40万 | 0.43% | 39,578 | 18,824 | 90.7% | $98.17万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $204.42万 | 0.42% | 3,314 | -350 | -9.6% | -$21.59万 | 减仓 |
| BKD | BROOKDALE SR LIVING INC | $204.08万 | 0.42% | 126,834 | 83,446 | 192.3% | $134.26万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $203.79万 | 0.42% | 7,041 | 5,798 | 466.5% | $167.81万 | 加仓 |
| TPR | TAPESTRY INC | $202.44万 | 0.42% | 13,830 | 7,726 | 126.6% | $113.09万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $197.56万 | 0.41% | 58,312 | 34,749 | 147.5% | $117.73万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $196.70万 | 0.41% | 7,025 | 4,204 | 149.0% | $117.71万 | 加仓 |
| AZO | AUTOZONE INC | $191.76万 | 0.40% | 600 | 465 | 344.4% | $148.61万 | 加仓 |
| WFC | WELLS FARGO & CO | $185.21万 | 0.38% | 22,412 | 12,826 | 133.8% | $105.99万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $181.54万 | 0.38% | 4,837 | 3,496 | 260.7% | $131.21万 | 加仓 |
| CI | THE CIGNA GROUP | $180.13万 | 0.37% | 6,534 | 3,856 | 144.0% | $106.30万 | 加仓 |
| HAL | HALLIBURTON CO | $177.76万 | 0.37% | 52,359 | 30,801 | 142.9% | $104.57万 | 加仓 |
| ICLR | ICON PUB LTD CO | $174.44万 | 0.36% | 10,042 | 6,834 | 213.0% | $118.71万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $173.82万 | 0.36% | 18,386 | 12,242 | 199.3% | $115.74万 | 加仓 |
| ILMN | ILLUMINA INC | $173.19万 | 0.36% | 9,850 | 5,959 | 153.1% | $104.78万 | 加仓 |
| PFE | PFIZER INC | $171.73万 | 0.36% | 71,316 | 39,199 | 122.1% | $94.39万 | 加仓 |
| APH | AMPHENOL CORP | $168.79万 | 0.35% | 9,573 | 9,573 | — | $168.79万 | 新建仓 |
| SN | SHARKNINJA INC | $167.92万 | 0.35% | 11,028 | 7,460 | 209.1% | $113.59万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $163.34万 | 0.34% | 40,702 | 34,242 | 530.1% | $137.41万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $160.86万 | 0.33% | 25,924 | 11,830 | 83.9% | $73.41万 | 加仓 |
| SLB | SLB LIMITED | $160.72万 | 0.33% | 34,570 | 17,929 | 107.7% | $83.35万 | 加仓 |
| RVTY | REVVITY INC | $159.76万 | 0.33% | 14,359 | 9,731 | 210.3% | $108.27万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $157.61万 | 0.33% | 3,792 | 2,002 | 111.8% | $83.21万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $157.35万 | 0.33% | 5,586 | 3,956 | 242.7% | $111.43万 | 加仓 |
| FDX | FEDEX CORP | $156.19万 | 0.32% | 4,988 | 2,920 | 141.2% | $91.43万 | 加仓 |
| AMAT | APPLIED MATLS INC | $156.17万 | 0.32% | 2,160 | 2,160 | — | $156.17万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $154.38万 | 0.32% | 6,270 | 3,471 | 124.0% | $85.46万 | 加仓 |
| ARW | ARROW ELECTRS INC | $153.42万 | 0.32% | 7,189 | 4,283 | 147.4% | $91.40万 | 加仓 |
| CVS | CVS HEALTH CORP | $152.72万 | 0.32% | 14,763 | 8,617 | 140.2% | $89.14万 | 加仓 |
| HXL | HEXCEL CORP NEW | $152.63万 | 0.32% | 15,254 | 9,467 | 163.6% | $94.73万 | 加仓 |
| COP | CONOCOPHILLIPS | $152.35万 | 0.32% | 14,654 | 4,420 | 43.2% | $45.95万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $149.24万 | 0.31% | 7,018 | 4,226 | 151.4% | $89.87万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $148.12万 | 0.31% | 2,960 | 2,960 | — | $148.12万 | 新建仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $146.67万 | 0.30% | 18,514 | 12,404 | 203.0% | $98.26万 | 加仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $145.98万 | 0.30% | 5,585 | 3,344 | 149.2% | $87.40万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $145.47万 | 0.30% | 1,555 | 1,555 | — | $145.47万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $144.75万 | 0.30% | 18,974 | 11,378 | 149.8% | $86.80万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $143.40万 | 0.30% | 38,924 | 0 | 0.0% | — | 不变 |
| HLT | HILTON WORLDWIDE HLDGS INC | $142.00万 | 0.29% | 4,297 | 3,133 | 269.2% | $103.53万 | 加仓 |
| SNY | SANOFI SA | $141.45万 | 0.29% | 33,157 | 18,669 | 128.9% | $79.64万 | 加仓 |
| TGT | TARGET CORP | $140.13万 | 0.29% | 10,729 | 7,200 | 204.0% | $94.04万 | 加仓 |
| OMC | OMNICOM GROUP INC | $139.35万 | 0.29% | 19,133 | 10,518 | 122.1% | $76.60万 | 加仓 |
| FTI | TECHNIPFMC PLC | $138.87万 | 0.29% | 20,946 | 20,946 | — | $138.87万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $138.74万 | 0.29% | 5,463 | 3,123 | 133.5% | $79.31万 | 加仓 |
| EFX | EQUIFAX INC | $136.56万 | 0.28% | 8,604 | 6,968 | 425.9% | $110.60万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $135.82万 | 0.28% | 21,992 | 15,700 | 249.5% | $96.96万 | 加仓 |
| SYY | SYSCO CORP | $134.68万 | 0.28% | 16,114 | 9,883 | 158.6% | $82.60万 | 加仓 |
| PGR | PROGRESSIVE CORP | $134.48万 | 0.28% | 6,156 | 4,460 | 263.0% | $97.43万 | 加仓 |
| DASH | DOORDASH INC | $133.97万 | 0.28% | 7,260 | 5,737 | 376.7% | $105.86万 | 加仓 |
| PWR | QUANTA SVCS INC | $132.70万 | 0.28% | 1,843 | 1,843 | — | $132.70万 | 新建仓 |
| IVV | ISHARES TR | $131.13万 | 0.27% | 1,751 | 1,751 | — | $131.13万 | 新建仓 |
| EMR | EMERSON ELEC CO | $129.41万 | 0.27% | 9,040 | 5,312 | 142.5% | $76.04万 | 加仓 |
| DOX | AMDOCS LTD | $127.74万 | 0.26% | 25,275 | 17,830 | 239.5% | $90.11万 | 加仓 |
| EVRG | EVERGY INC | $125.32万 | 0.26% | 14,500 | 8,627 | 146.9% | $74.56万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $122.12万 | 0.25% | 4,542 | 4,542 | — | $122.12万 | 新建仓 |
| — | EXXON MOBIL CORP | $119.67万 | 0.25% | 8,753 | 2,434 | 38.5% | $33.28万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $119.31万 | 0.25% | 3,060 | 1,505 | 96.8% | $58.68万 | 加仓 |
| SAN | BANCO SANTANDER SA | $118.59万 | 0.25% | 85,934 | 50,521 | 142.7% | $69.72万 | 加仓 |
| COR | CENCORA INC | $118.06万 | 0.24% | 4,172 | 4,172 | — | $118.06万 | 新建仓 |
| CAH | CARDINAL HEALTH INC | $116.78万 | 0.24% | 4,916 | 2,713 | 123.2% | $64.45万 | 加仓 |
| ETN | EATON CORP PLC | $115.86万 | 0.24% | 2,719 | 1,648 | 153.9% | $70.22万 | 加仓 |
| UBS | UBS GROUP AG | $115.64万 | 0.24% | 23,334 | 15,080 | 182.7% | $74.74万 | 加仓 |
| HEI | HEICO CORP NEW | $114.44万 | 0.24% | 3,213 | 2,032 | 172.1% | $72.38万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $114.31万 | 0.24% | 6,603 | 3,759 | 132.2% | $65.08万 | 加仓 |
| MHK | MOHAWK INDS INC | $114.05万 | 0.24% | 9,400 | 5,583 | 146.3% | $67.74万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $113.84万 | 0.24% | 4,959 | 3,568 | 256.5% | $81.91万 | 加仓 |