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 |
|---|---|---|---|---|---|---|---|---|
| ESI | ELEMENT SOLUTIONS INC | $31.58万 | 0.07% | 6,613 | 6,613 | — | $31.58万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $31.79万 | 0.07% | 7,783 | 7,783 | — | $31.79万 | 新建仓 |
| IMKTA | INGLES MKTS INC | $32.01万 | 0.07% | 3,614 | 3,614 | — | $32.01万 | 新建仓 |
| SM | SM ENERGY COMPANY | $32.01万 | 0.07% | 12,266 | 12,266 | — | $32.01万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $32.08万 | 0.07% | 867 | 0 | 0.0% | — | 不变 |
| RGEN | REPLIGEN CORP | $32.53万 | 0.07% | 2,384 | 2,384 | — | $32.53万 | 新建仓 |
| APTV | APTIV PLC | $32.75万 | 0.07% | 5,336 | 5,336 | — | $32.75万 | 新建仓 |
| BA | BOEING CO | $33.03万 | 0.07% | 1,526 | 1,526 | — | $33.03万 | 新建仓 |
| NPO | ENPRO INC | $33.09万 | 0.07% | 878 | 878 | — | $33.09万 | 新建仓 |
| POWL | POWELL INDS INC | $33.13万 | 0.07% | 1,157 | 1,157 | — | $33.13万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $33.22万 | 0.07% | 891 | 891 | — | $33.22万 | 新建仓 |
| CBRE | CBRE GROUP INC | $33.27万 | 0.07% | 2,470 | 2,470 | — | $33.27万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $33.31万 | 0.07% | 3,466 | 3,466 | — | $33.31万 | 新建仓 |
| IUSG | ISHARES TR | $33.31万 | 0.07% | 1,771 | 1,771 | — | $33.31万 | 新建仓 |
| CAT | CATERPILLAR INC | $34.29万 | 0.07% | 322 | 322 | — | $34.29万 | 新建仓 |
| IDEV | ISHARES TR | $35.03万 | 0.07% | 3,936 | 3,936 | — | $35.03万 | 新建仓 |
| CLH | CLEAN HARBORS INC | $35.22万 | 0.07% | 1,179 | 1,179 | — | $35.22万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $35.57万 | 0.07% | 2,823 | 1,280 | 83.0% | $16.13万 | 重新持有 |
| FSV | FIRSTSERVICE CORP NEW | $35.57万 | 0.07% | 2,503 | 2,503 | — | $35.57万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $36.25万 | 0.08% | 1,481 | 1,481 | — | $36.25万 | 新建仓 |
| AGG | ISHARES TR | $36.60万 | 0.08% | 3,698 | 3,698 | — | $36.60万 | 新建仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $36.63万 | 0.08% | 6,544 | 6,544 | — | $36.63万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $37.40万 | 0.08% | 2,382 | 25 | 1.1% | $3,926 | 加仓 |
| RTO | RENTOKIL INITIAL PLC | $38.11万 | 0.08% | 13,321 | 13,321 | — | $38.11万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $38.49万 | 0.08% | 1,586 | 1,586 | — | $38.49万 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $39.01万 | 0.08% | 1,940 | 1,940 | — | $39.01万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $39.34万 | 0.08% | 4,264 | 4,264 | — | $39.34万 | 新建仓 |
| PTC | PTC INC | $39.50万 | 0.08% | 3,477 | 3,477 | — | $39.50万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $39.94万 | 0.08% | 2,782 | 2,782 | — | $39.94万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $40.31万 | 0.08% | 5,141 | 5,141 | — | $40.31万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $40.64万 | 0.08% | 6,463 | 6,463 | — | $40.64万 | 新建仓 |
| GNW | GENWORTH FINL INC | $40.71万 | 0.08% | 42,987 | 24,190 | 128.7% | $22.91万 | 加仓 |
| ALAB | ASTERA LABS INC | $41.10万 | 0.09% | 851 | 851 | — | $41.10万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $41.43万 | 0.09% | 8,172 | 8,172 | — | $41.43万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $41.51万 | 0.09% | 815 | 815 | — | $41.51万 | 新建仓 |
| WY | WEYERHAEUSER CO | $42.17万 | 0.09% | 17,613 | 17,613 | — | $42.17万 | 新建仓 |
| FROG | JFROG LTD | $42.86万 | 0.09% | 4,716 | 4,716 | — | $42.86万 | 新建仓 |
| EFA | ISHARES TR | $43.29万 | 0.09% | 4,167 | 4,167 | — | $43.29万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $43.34万 | 0.09% | 3,165 | 2,033 | 179.6% | $27.84万 | 重新持有 |
| PLUS | EPLUS INC | $43.61万 | 0.09% | 5,240 | 5,240 | — | $43.61万 | 新建仓 |
| PDFS | PDF SOLUTIONS INC | $43.63万 | 0.09% | 6,163 | 6,163 | — | $43.63万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $44.53万 | 0.09% | 10,434 | 6,907 | 195.8% | $29.48万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $44.54万 | 0.09% | 2,209 | 2,209 | — | $44.54万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $44.66万 | 0.09% | 3,132 | 3,132 | — | $44.66万 | 新建仓 |
| BN | BROOKFIELD CORP | $44.95万 | 0.09% | 10,555 | 10,555 | — | $44.95万 | 新建仓 |
| EQT | EQT CORP | $45.95万 | 0.10% | 8,642 | 5,427 | 168.8% | $28.86万 | 加仓 |
| NFLX | NETFLIX INC. | $46.54万 | 0.10% | 6,518 | 6,518 | — | $46.54万 | 新建仓 |
| CMPR | CIMPRESS PLC | $46.61万 | 0.10% | 4,583 | 4,583 | — | $46.61万 | 新建仓 |
| VLTO | VERALTO CORP | $46.65万 | 0.10% | 5,260 | 5,260 | — | $46.65万 | 新建仓 |
| ALC | ALCON AG | $46.87万 | 0.10% | 6,985 | 6,985 | — | $46.87万 | 新建仓 |
| EOG | EOG RES INC | $47.13万 | 0.10% | 3,633 | 2,130 | 141.7% | $27.63万 | 加仓 |
| ICUI | ICU MED INC | $48.26万 | 0.10% | 3,292 | 3,292 | — | $48.26万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $48.32万 | 0.10% | 15,115 | 15,115 | — | $48.32万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $48.39万 | 0.10% | 7,474 | 7,474 | — | $48.39万 | 新建仓 |
| AEE | AMEREN CORP | $48.74万 | 0.10% | 4,312 | 4,312 | — | $48.74万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $49.55万 | 0.10% | 22,162 | 10,993 | 98.4% | $24.58万 | 加仓 |
| TSLA | TESLA INC | $49.63万 | 0.10% | 1,180 | 1,180 | — | $49.63万 | 新建仓 |
| W | WAYFAIR INC | $50.00万 | 0.10% | 5,410 | 5,410 | — | $50.00万 | 新建仓 |
| TTC | TORO CO | $50.50万 | 0.10% | 5,184 | 2,936 | 130.6% | $28.60万 | 加仓 |
| AER | AERCAP HOLDINGS NV | $50.53万 | 0.10% | 3,466 | 1,980 | 133.2% | $28.86万 | 重新持有 |
| MGRC | MCGRATH RENTCORP | $50.88万 | 0.11% | 4,204 | 4,204 | — | $50.88万 | 新建仓 |
| CRK | COMSTOCK RES INC | $52.47万 | 0.11% | 35,166 | 0 | 0.0% | — | 不变 |
| L | LOEWS CORP | $52.80万 | 0.11% | 4,664 | 2,767 | 145.9% | $31.33万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $53.82万 | 0.11% | 4,090 | 2,606 | 175.6% | $34.29万 | 加仓 |
| WRB | BERKLEY W R CORP | $53.98万 | 0.11% | 7,654 | 6 | 0.1% | $423 | 加仓 |
| MYRG | MYR GROUP INC | $54.19万 | 0.11% | 1,083 | 1,083 | — | $54.19万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $54.25万 | 0.11% | 1,252 | 1,252 | — | $54.25万 | 新建仓 |
| FANG | DIAMONDBACK ENERGY INC | $54.49万 | 0.11% | 3,100 | 0 | 0.0% | — | 不变 |
| AXS | AXIS CAP HLDGS LTD | $55.57万 | 0.12% | 5,172 | 2,669 | 106.6% | $28.68万 | 加仓 |
| RBA | RB GLOBAL INC | $55.90万 | 0.12% | 4,800 | 4,800 | — | $55.90万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $56.00万 | 0.12% | 23,072 | 0 | 0.0% | — | 不变 |
| CRH | CRH PLC | $56.54万 | 0.12% | 5,284 | 1,857 | 54.2% | $19.87万 | 重新持有 |
| NXPI | NXP SEMICONDUCTORS N V | $56.71万 | 0.12% | 2,018 | 2,018 | — | $56.71万 | 新建仓 |
| STE | STERIS PLC | $56.83万 | 0.12% | 2,699 | 2,699 | — | $56.83万 | 新建仓 |
| VMC | VULCAN MATLS CO | $57.97万 | 0.12% | 1,965 | 1,027 | 109.5% | $30.30万 | 加仓 |
| — | GATES INDL CORP PLC | $58.41万 | 0.12% | 20,883 | 5,762 | 38.1% | $16.12万 | 重新持有 |
| PJUL | INNOVATOR ETFS TRUST | $58.57万 | 0.12% | 12,000 | 12,000 | — | $58.57万 | 新建仓 |
| NU | NU HLDGS LTD | $59.30万 | 0.12% | 44,390 | 29,496 | 198.0% | $39.41万 | 加仓 |
| LAMR | LAMAR ADVERTISING CO | $59.77万 | 0.12% | 3,832 | 2,213 | 136.7% | $34.52万 | 加仓 |
| NET | CLOUDFLARE INC | $60.17万 | 0.12% | 2,453 | 2,453 | — | $60.17万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $61.89万 | 0.13% | 11,994 | 11,994 | — | $61.89万 | 新建仓 |
| ABBV | ABBVIE INC | $61.98万 | 0.13% | 2,463 | 2,463 | — | $61.98万 | 新建仓 |
| OKTA | OKTA INC | $62.92万 | 0.13% | 4,611 | 4,611 | — | $62.92万 | 新建仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.45万 | 0.13% | 13,290 | 13,290 | — | $63.45万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $65.55万 | 0.14% | 2,517 | 1,568 | 165.2% | $40.84万 | 加仓 |
| BE | BLOOM ENERGY CORP | $65.78万 | 0.14% | 2,173 | 2,173 | — | $65.78万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $65.81万 | 0.14% | 2,902 | 1,504 | 107.6% | $34.11万 | 加仓 |
| IR | INGERSOLL RAND INC | $67.05万 | 0.14% | 8,178 | 5,133 | 168.6% | $42.09万 | 加仓 |
| WEX | WEX INC | $67.30万 | 0.14% | 4,770 | 2,657 | 125.7% | $37.49万 | 加仓 |
| CXW | CORECIVIC INC | $68.17万 | 0.14% | 22,439 | 11,985 | 114.6% | $36.41万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $69.72万 | 0.14% | 3,277 | 250 | 8.3% | $5.32万 | 加仓 |
| INTC | INTEL CORP | $70.61万 | 0.15% | 5,057 | 5,057 | — | $70.61万 | 新建仓 |
| RPM | RPM INTL INC | $70.96万 | 0.15% | 6,384 | 4,272 | 202.3% | $47.48万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $71.60万 | 0.15% | 21,876 | 12,813 | 141.4% | $41.94万 | 加仓 |
| TFC | TRUIST FINL CORP | $71.80万 | 0.15% | 14,412 | 7,249 | 101.2% | $36.11万 | 加仓 |
| FISV | FISERV INC | $71.87万 | 0.15% | 14,652 | 8,165 | 125.9% | $40.05万 | 加仓 |
| — | QORVO INC | $72.34万 | 0.15% | 7,756 | 4,454 | 134.9% | $41.54万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $72.54万 | 0.15% | 2,435 | 2,435 | — | $72.54万 | 新建仓 |
| KVUE | KENVUE INC | $72.98万 | 0.15% | 38,192 | 19,753 | 107.1% | $37.75万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $75.59万 | 0.16% | 5,963 | 4,046 | 211.1% | $51.29万 | 加仓 |