13F 机构持仓

Storgate, LLC

DALLAS TX · SEC CIK 0002110835

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$4.82亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FBCG 16.4%
FDEM 6.1%
NVDA 3.2%
TSM 2.8%
GOOG 2.5%
AAPL 2.1%
AMZN 1.7%
JPM 1.2%
AVGO 1.0%
MSFT 1.0%

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
IBN ICICI BANK LIMITED $00.00%0 -15,401-100.0% -$39.89万 清仓
SNPS SYNOPSYS INC $00.00%0 -941-100.0% -$37.31万 清仓
BAM BROOKFIELD ASSET MANAGMT LTD $00.00%0 -7,030-100.0% -$31.25万 清仓
BNY BANK NEW YORK MELLON CORP $00.00%0 -2,609-100.0% -$30.95万 清仓
SPGI S&P GLOBAL INC $00.00%0 -609-100.0% -$25.90万 清仓
UNF UNIFIRST CORP MASS $00.00%0 -860-100.0% -$21.64万 清仓
MUSA MURPHY USA INC $00.00%0 -427-100.0% -$21.09万 清仓
GPK GRAPHIC PACKAGING HLDG CO $00.00%0 -11,304-100.0% -$11.24万 清仓
JBI JANUS INTERNATIONAL GROUP IN $7.62万0.02%13,730 13,730— $7.62万 新建仓
RPC RIDGEPOST CAP INC $8.50万0.02%10,800 10,800— $8.50万 新建仓
SNAP SNAP INC $9.14万0.02%20,587 20,587— $9.14万 新建仓
NOMD NOMAD FOODS LTD $12.00万0.02%10,956 10,956— $12.00万 新建仓
XNDU XANADU QUANTUM TECHNOLO LTD $14.53万0.03%12,000 12,000— $14.53万 新建仓
DNOW DNOW INC $14.75万0.03%11,370 11,370— $14.75万 新建仓
INFQ INFLEQTION INC $15.98万0.03%12,000 12,000— $15.98万 新建仓
ONDS ONDAS INC $16.48万0.03%20,000 20,000— $16.48万 新建仓
IRT INDEPENDENCE RLTY TR INC $16.97万0.04%10,168 10,168— $16.97万 新建仓
CNNE CANNAE HLDGS INC $17.32万0.04%12,026 12,026— $17.32万 新建仓
DV DOUBLEVERIFY HLDGS INC $17.69万0.04%16,319 16,319— $17.69万 新建仓
CVSA COVISTA INC $20.32万0.04%1,630 1,630— $20.32万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $20.36万0.04%406 406— $20.36万 新建仓
UFPI UFP INDUSTRIES INC $20.51万0.04%2,260 2,260— $20.51万 新建仓
BOOT BOOT BARN HLDGS INC $20.52万0.04%1,249 1,249— $20.52万 新建仓
CWEN CLEARWAY ENERGY INC $20.52万0.04%6,004 6,004— $20.52万 新建仓
PM PHILIP MORRIS INTL INC $20.70万0.04%1,144 1,144— $20.70万 新建仓
PCVX VAXCYTE INC $20.87万0.04%3,591 3,591— $20.87万 新建仓
AMRZ AMRIZE LTD $20.90万0.04%3,922 3,922— $20.90万 新建仓
COHR COHERENT CORP $20.95万0.04%531 531— $20.95万 新建仓
VSXY VICTORIAS SECRET AND CO $21.19万0.04%2,538 2,538— $21.19万 新建仓
LNTH LANTHEUS HLDGS INC $21.46万0.04%1,934 1,934— $21.46万 新建仓
ALKS ALKERMES PLC $21.57万0.04%4,116 4,116— $21.57万 新建仓
NWE NORTHWESTERN ENERGY GROUP IN $21.76万0.05%3,038 3,038— $21.76万 新建仓
EXE EXPAND ENERGY CORPORATION $22.14万0.05%2,428 00.0% — 不变
DOLE DOLE PLC $22.21万0.05%16,188 16,188— $22.21万 新建仓
IBKR INTERACTIVE BROKERS GROUP IN $22.35万0.05%2,568 2,568— $22.35万 新建仓
AVNT AVIENT CORPORATION $22.42万0.05%6,067 6,067— $22.42万 新建仓
TGTX TG THERAPEUTICS INC $22.55万0.05%4,105 4,105— $22.55万 新建仓
UBER UBER TECHNOLOGIES INC $22.56万0.05%3,126 3,126— $22.56万 新建仓
SWX SOUTHWEST GAS HLDGS INC $23.13万0.05%2,608 2,608— $23.13万 新建仓
MCO MOODYS CORP $23.37万0.05%516 -265-33.9% -$12.00万 减仓
STAG STAG INDUSTRIAL INC $23.40万0.05%6,147 6,147— $23.40万 新建仓
INGM INGRAM MICRO HLDG CORP $23.50万0.05%8,568 8,568— $23.50万 新建仓
DK DELEK US HLDGS INC NEW $23.55万0.05%4,634 4,634— $23.55万 新建仓
MIRM MIRUM PHARMACEUTICALS INC $23.66万0.05%2,021 2,021— $23.66万 新建仓
ENSG ENSIGN GROUP INC $23.68万0.05%1,477 1,477— $23.68万 新建仓
AWI ARMSTRONG WORLD INDS INC NEW $23.68万0.05%1,476 1,476— $23.68万 新建仓
BRZE BRAZE INC $24.04万0.05%11,083 11,083— $24.04万 新建仓
TTWO TAKE-TWO INTERACTIVE SOFTWAR $24.05万0.05%962 962— $24.05万 新建仓
OLLI OLLIES BARGAIN OUTLET HLDGS $24.14万0.05%3,140 3,140— $24.14万 新建仓
MDU MDU RES GROUP INC $24.17万0.05%11,395 11,395— $24.17万 新建仓
PRKS UNITED PARKS & RESORTS INC $24.47万0.05%5,125 5,125— $24.47万 新建仓
SKYW SKYWEST INC $24.51万0.05%2,468 2,468— $24.51万 新建仓
WELL WELLTOWER INC $24.69万0.05%1,088 1,088— $24.69万 新建仓
CALM CAL MAINE FOODS INC $24.72万0.05%3,069 3,069— $24.72万 新建仓
FN FABRINET $24.73万0.05%440 440— $24.73万 新建仓
SSB SOUTHSTATE BK CORP $24.92万0.05%2,494 2,494— $24.92万 新建仓
PFBC PREFERRED BK LOS ANGELES CA $25.18万0.05%2,370 2,370— $25.18万 新建仓
MLI MUELLER INDS INC $25.24万0.05%2,053 2,053— $25.24万 新建仓
VNT VONTIER CORPORATION $25.26万0.05%8,711 8,711— $25.26万 新建仓
HAE HAEMONETICS CORP MASS $25.37万0.05%3,383 3,383— $25.37万 新建仓
GILD GILEAD SCIENCES INC $25.41万0.05%2,011 2,011— $25.41万 新建仓
FBK FB FINL CORP $25.44万0.05%4,596 4,596— $25.44万 新建仓
PRMB PRIMO BRANDS CORPORATION $25.90万0.05%10,598 10,598— $25.90万 新建仓
WTFC WINTRUST FINL CORP $25.97万0.05%1,616 1,616— $25.97万 新建仓
GLW CORNING INC $26.16万0.05%1,024 1,024— $26.16万 新建仓
AUB ATLANTIC UN BANKSHARES CORP $26.29万0.05%6,213 6,213— $26.29万 新建仓
XPO XPO INC $26.36万0.05%1,284 1,284— $26.36万 新建仓
KMX CARMAX INC $26.49万0.05%5,008 5,008— $26.49万 新建仓
PVH PVH CORPORATION $26.54万0.06%3,574 3,574— $26.54万 新建仓
EVR EVERCORE INC $26.77万0.06%784 784— $26.77万 新建仓
EMN EASTMAN CHEM CO $26.77万0.06%3,997 3,997— $26.77万 新建仓
KTB KONTOOR BRANDS INC $27.01万0.06%3,241 3,241— $27.01万 新建仓
FCNCA FIRST CTZNS BANCSHARES INC D $27.05万0.06%130 130— $27.05万 新建仓
WSC WILLSCOT HLDGS CORP $27.31万0.06%9,463 9,463— $27.31万 新建仓
GE GE AEROSPACE $27.77万0.06%743 743— $27.77万 新建仓
ADC AGREE RLTY CORP $27.78万0.06%3,668 3,668— $27.78万 新建仓
SKT TANGER INC $28.00万0.06%7,094 7,094— $28.00万 新建仓
SPXC SPX TECHNOLOGIES INC $28.54万0.06%1,164 1,164— $28.54万 新建仓
TER TERADYNE INC $28.93万0.06%598 -154-20.5% -$7.45万 减仓
FESM FIDELITY COVINGTON TRUST $29.11万0.06%6,028 6,028— $29.11万 新建仓
WFRD WEATHERFORD INTL PLC $29.23万0.06%3,586 3,586— $29.23万 新建仓
MTDR MATADOR RES CO $29.39万0.06%5,903 5,903— $29.39万 新建仓
QNT QUANTINUUM INC $29.43万0.06%3,600 3,600— $29.43万 新建仓
SHOP SHOPIFY INC $29.48万0.06%2,582 -95-3.5% -$1.08万 重新持有
MS MORGAN STANLEY $29.55万0.06%1,414 1,414— $29.55万 新建仓
AIT APPLIED INDL TECHNOLOGIES IN $29.72万0.06%879 879— $29.72万 新建仓
CHE CHEMED CORP NEW $29.76万0.06%639 639— $29.76万 新建仓
THG HANOVER INS GROUP INC $29.78万0.06%1,391 1,391— $29.78万 新建仓
SF STIFEL FINL CORP $29.82万0.06%4,274 4,274— $29.82万 新建仓
MOD MODINE MFG CO $29.85万0.06%1,118 1,118— $29.85万 新建仓
AGO ASSURED GUARANTY LTD $29.88万0.06%3,728 3,728— $29.88万 新建仓
RF REGIONS FINANCIAL CORP NEW $30.03万0.06%9,943 9,943— $30.03万 新建仓
IUSV ISHARES TR $30.10万0.06%2,733 2,733— $30.10万 新建仓
PSMT PRICESMART INC $30.53万0.06%1,563 1,563— $30.53万 新建仓
COO COOPER COS INC $30.57万0.06%4,263 4,263— $30.57万 新建仓
AGYS AGILYSYS INC $30.87万0.06%2,954 2,954— $30.87万 新建仓
DAL DELTA AIR LINES INC $31.12万0.06%3,323 3,323— $31.12万 新建仓
LIVN LIVANOVA PLC $31.30万0.06%3,806 3,806— $31.30万 新建仓
TTAM TITAN AMER SA $31.40万0.07%16,828 16,828— $31.40万 新建仓
AIR AAR CORP $31.40万0.07%2,197 2,197— $31.40万 新建仓