Storgate, LLC
DALLAS TX · SEC CIK 0002110835
$1.27亿2026Q1 申报市值
170持仓数
43.5%前十大占比 · 第一大 24.1%
38 / 13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
FBCG 加仓+$158.91万
JMUB 加仓+$98.24万
WDC 新建仓+$64.57万
BKD 新建仓+$59.35万
TSM 加仓+$55.46万
2026Q1 卖出最多 按季末市值估算
VTI 减仓-$55.63万
FTAI 清仓-$53.39万
HDB 清仓-$51.63万
THC 清仓-$49.82万
MELI 清仓-$45.52万
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 |
|---|---|---|---|---|---|---|---|---|
| SN | SHARKNINJA INC | $37.79万 | 0.30% | 3,568 | 162 | 4.8% | $1.72万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $37.96万 | 0.30% | 2,844 | 378 | 15.3% | $5.04万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $38.04万 | 0.30% | 6,144 | 608 | 11.0% | $3.76万 | 加仓 |
| ETN | EATON CORP PLC | $38.31万 | 0.30% | 1,071 | 1,071 | — | $38.31万 | 新建仓 |
| APG | API GROUP CORP | $38.68万 | 0.30% | 9,546 | 1,400 | 17.2% | $5.67万 | 加仓 |
| IBN | ICICI BANK LIMITED | $39.89万 | 0.31% | 15,401 | 227 | 1.5% | $5,879 | 加仓 |
| SAN | BANCO SANTANDER SA | $39.95万 | 0.31% | 35,413 | 892 | 2.6% | $1.01万 | 加仓 |
| GDS | GDS HLDGS LTD | $40.30万 | 0.32% | 10,002 | 10,002 | — | $40.30万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $40.38万 | 0.32% | 1,731 | 238 | 15.9% | $5.55万 | 加仓 |
| RVTY | REVVITY INC | $40.55万 | 0.32% | 4,628 | 833 | 21.9% | $7.30万 | 加仓 |
| ARW | ARROW ELECTRS INC | $41.67万 | 0.33% | 2,906 | 44 | 1.5% | $6,310 | 加仓 |
| TGT | TARGET CORP | $42.77万 | 0.34% | 3,529 | 108 | 3.2% | $1.31万 | 加仓 |
| CAE | CAE INC | $43.59万 | 0.34% | 16,734 | 237 | 1.4% | $6,174 | 加仓 |
| EPAM | EPAM SYS INC | $43.67万 | 0.34% | 3,225 | 211 | 7.0% | $2.86万 | 加仓 |
| CVS | CVS HEALTH CORP | $44.14万 | 0.35% | 6,146 | 92 | 1.5% | $6,607 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $44.33万 | 0.35% | 6,110 | 325 | 5.6% | $2.36万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $44.42万 | 0.35% | 12,246 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP | $44.45万 | 0.35% | 6,231 | 95 | 1.5% | $6,776 | 加仓 |
| FER | FERROVIAL SE | $45.12万 | 0.35% | 6,936 | 164 | 2.4% | $1.07万 | 加仓 |
| FNV | FRANCO NEV CORP | $45.33万 | 0.36% | 1,835 | -50 | -2.7% | -$1.24万 | 减仓 |
| AZO | AUTOZONE INC | $45.60万 | 0.36% | 135 | 6 | 4.7% | $2.03万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $45.80万 | 0.36% | 7,465 | 441 | 6.3% | $2.71万 | 加仓 |
| MCK | MCKESSON CORP | $46.38万 | 0.36% | 536 | 14 | 2.7% | $1.21万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $46.55万 | 0.37% | 2,203 | -44 | -2.0% | -$9,298 | 减仓 |
| HXL | HEXCEL CORP NEW | $46.83万 | 0.37% | 5,787 | 148 | 2.6% | $1.20万 | 加仓 |
| ETR | ENTERGY CORP NEW | $46.91万 | 0.37% | 4,175 | 57 | 1.4% | $6,405 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $46.98万 | 0.37% | 3,586 | 73 | 2.1% | $9,564 | 加仓 |
| ILMN | ILLUMINA INC | $47.96万 | 0.38% | 3,891 | 3,891 | — | $47.96万 | 新建仓 |
| EVRG | EVERGY INC | $48.11万 | 0.38% | 5,873 | 136 | 2.4% | $1.11万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $48.44万 | 0.38% | 1,790 | 898 | 100.7% | $24.30万 | 加仓 |
| DOX | AMDOCS LTD | $48.59万 | 0.38% | 7,445 | -1,298 | -14.8% | -$8.47万 | 减仓 |
| EMR | EMERSON ELEC CO | $48.84万 | 0.38% | 3,728 | 88 | 2.4% | $1.15万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $49.04万 | 0.38% | 1,630 | 169 | 11.6% | $5.08万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $49.34万 | 0.39% | 4,215 | 57 | 1.4% | $6,672 | 加仓 |
| WRB | BERKLEY W R CORP | $50.69万 | 0.40% | 7,648 | -1,590 | -17.2% | -$10.54万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $51.10万 | 0.40% | 1,737 | 19 | 1.1% | $5,589 | 加仓 |
| CMCSA | COMCAST CORP NEW | $51.49万 | 0.40% | 17,935 | 441 | 2.5% | $1.27万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $54.51万 | 0.43% | 7,596 | 1,136 | 17.6% | $8.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $54.87万 | 0.43% | 1,624 | -394 | -19.5% | -$13.31万 | 减仓 |
| PAGP | PLAINS GP HLDGS L P | $56.02万 | 0.44% | 23,072 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $56.84万 | 0.45% | 2,729 | 94 | 3.6% | $1.96万 | 加仓 |
| RGA | REINSURANCE GROUP AMER INC | $57.00万 | 0.45% | 2,792 | 198 | 7.6% | $4.04万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $57.20万 | 0.45% | 2,340 | -1,092 | -31.8% | -$26.69万 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $58.09万 | 0.46% | 3,027 | 825 | 37.5% | $15.83万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $58.24万 | 0.46% | 2,799 | 59 | 2.2% | $1.23万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $59.35万 | 0.47% | 43,388 | 43,388 | — | $59.35万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $60.65万 | 0.48% | 12,285 | 6,860 | 126.5% | $33.87万 | 加仓 |
| ASML | ASML HLDG NV | $61.15万 | 0.48% | 463 | 12 | 2.7% | $1.58万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $61.31万 | 0.48% | 3,100 | 0 | 0.0% | — | 不变 |
| BDX | BECTON DICKINSON & CO | $61.52万 | 0.48% | 3,913 | 111 | 2.9% | $1.75万 | 加仓 |
| WLK | WESTLAKE CORPORATION | $64.37万 | 0.50% | 5,510 | 130 | 2.4% | $1.52万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $64.57万 | 0.51% | 2,387 | 2,387 | — | $64.57万 | 新建仓 |
| OMC | OMNICOM GROUP INC | $64.88万 | 0.51% | 8,615 | 184 | 2.2% | $1.39万 | 加仓 |
| GOOG | ALPHABET INC | $64.89万 | 0.51% | 2,262 | -134 | -5.6% | -$3.84万 | 减仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD | $65.15万 | 0.51% | 2,241 | 62 | 2.8% | $1.80万 | 加仓 |
| SNY | SANOFI SA | $69.80万 | 0.55% | 14,488 | 322 | 2.3% | $1.55万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $70.97万 | 0.56% | 23,563 | 1,615 | 7.4% | $4.86万 | 加仓 |
| CI | THE CIGNA GROUP | $71.44万 | 0.56% | 2,678 | 64 | 2.4% | $1.71万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $73.59万 | 0.58% | 1,555 | -79 | -4.8% | -$3.74万 | 减仓 |
| FDX | FEDEX CORP | $73.66万 | 0.58% | 2,068 | 51 | 2.5% | $1.82万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $73.66万 | 0.58% | 12,793 | 465 | 3.8% | $2.68万 | 加仓 |
| CRK | COMSTOCK RES INC | $74.13万 | 0.58% | 35,166 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC | $75.27万 | 0.59% | 2,821 | 111 | 4.1% | $2.96万 | 加仓 |
| WFC | WELLS FARGO & CO | $76.31万 | 0.60% | 9,586 | -56 | -0.6% | -$4,458 | 减仓 |
| BAC | BANK AMERICA CORP | $79.38万 | 0.62% | 16,283 | 380 | 2.4% | $1.85万 | 加仓 |
| HAL | HALLIBURTON CO | $84.05万 | 0.66% | 21,558 | 509 | 2.4% | $1.98万 | 加仓 |
| CLS | CELESTICA INC | $85.07万 | 0.67% | 3,020 | -1,215 | -28.7% | -$34.22万 | 减仓 |
| SLB | SLB LIMITED | $85.52万 | 0.67% | 16,641 | 685 | 4.3% | $3.52万 | 加仓 |
| TPR | TAPESTRY INC | $86.13万 | 0.68% | 6,104 | 395 | 6.9% | $5.57万 | 加仓 |
| CTVA | CORTEVA INC | $86.74万 | 0.68% | 10,362 | 63 | 0.6% | $5,274 | 加仓 |
| PFE | PFIZER INC | $90.18万 | 0.71% | 32,117 | 676 | 2.2% | $1.90万 | 加仓 |
| SE | SEA LTD | $93.43万 | 0.73% | 11,282 | -1,051 | -8.5% | -$8.70万 | 减仓 |
| TXT | TEXTRON INC | $94.08万 | 0.74% | 10,745 | 226 | 2.1% | $1.98万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $95.23万 | 0.75% | 14,094 | 988 | 7.5% | $6.68万 | 加仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $97.88万 | 0.77% | 20,754 | 1,112 | 5.7% | $5.24万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $98.68万 | 0.77% | 10,280 | -2,460 | -19.3% | -$23.61万 | 减仓 |
| FLEX | FLEXTRONICS INTL LTD | $99.49万 | 0.78% | 15,198 | 749 | 5.2% | $4.90万 | 加仓 |
| C | CITIGROUP INC | $100.13万 | 0.79% | 8,829 | 125 | 1.4% | $1.42万 | 加仓 |
| FIX | COMFORT SYS USA INC | $101.77万 | 0.80% | 738 | 48 | 7.0% | $6.62万 | 加仓 |
| — | EXXON MOBIL CORP | $107.21万 | 0.84% | 6,319 | 0 | 0.0% | — | 不变 |
| MRK | MERCK & CO INC | $112.52万 | 0.88% | 9,354 | -319 | -3.3% | -$3.84万 | 减仓 |
| DFAX | DIMENSIONAL ETF TRUST | $132.22万 | 1.04% | 38,924 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS | $135.09万 | 1.06% | 10,234 | 0 | 0.0% | — | 不变 |
| APP | APPLOVIN CORP | $141.37万 | 1.11% | 3,552 | 44 | 1.3% | $1.75万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $144.42万 | 1.13% | 3,664 | 192 | 5.5% | $7.57万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $165.44万 | 1.30% | 33,095 | 19,651 | 146.2% | $98.24万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $184.74万 | 1.45% | 47,540 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $201.23万 | 1.58% | 9,726 | -273 | -2.7% | -$5.65万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $356.20万 | 2.79% | 10,540 | 1,641 | 18.4% | $55.46万 | 加仓 |
| FDEM | FIDELITY COVINGTON TRUST | $1,014.69万 | 7.96% | 321,309 | 16,224 | 5.3% | $51.24万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $3,067.64万 | 24.07% | 612,060 | 31,705 | 5.5% | $158.91万 | 加仓 |