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
FITB FIFTH THIRD BANCORP $75.72万0.16%13,433 8,016148.0% $45.19万 加仓
LKQ LKQ CORP $75.83万0.16%28,799 18,362175.9% $48.35万 加仓
IEMG ISHARES INC $76.30万0.16%9,211 9,211— $76.30万 新建仓
GDS GDS HLDGS LTD $76.63万0.16%25,519 15,517155.1% $46.60万 加仓
WTM WHITE MTNS INS GROUP LTD $76.72万0.16%370 246198.4% $51.01万 加仓
EPAM EPAM SYS INC $76.87万0.16%9,687 6,462200.4% $51.28万 加仓
ETR ENTERGY CORP NEW $78.66万0.16%6,848 2,67364.0% $30.70万 加仓
WPM WHEATON PRECIOUS METALS CORP $78.89万0.16%7,024 3,43895.9% $38.62万 加仓
MUB ISHARES TR $79.83万0.17%7,418 7,418— $79.83万 新建仓
CHD CHURCH & DWIGHT CO INC $81.83万0.17%8,447 5,571193.7% $53.97万 加仓
CGDV CAPITAL GROUP DIVIDEND VALUE $82.64万0.17%16,769 16,769— $82.64万 新建仓
WSE WISE GROUP PLC $83.21万0.17%69,868 69,868— $83.21万 新建仓
GFS GLOBALFOUNDRIES INC $86.86万0.18%10,540 10,540— $86.86万 新建仓
FNV FRANCO NEV CORP $87.02万0.18%4,175 2,340127.5% $48.77万 加仓
STT STATE STR CORP $88.67万0.18%5,228 2,42386.4% $41.09万 加仓
CAE CAE INC $89.24万0.19%35,611 18,877112.8% $47.31万 加仓
ZTS ZOETIS INC $89.78万0.19%12,494 12,494— $89.78万 新建仓
INGR INGREDION INC $90.20万0.19%9,524 6,416206.4% $60.77万 加仓
WAT WATERS CORP $90.50万0.19%2,413 1,334123.6% $50.03万 加仓
FE FIRSTENERGY CORP $90.79万0.19%19,098 13,125219.7% $62.40万 加仓
WKC WORLD KINECT CORPORATION $91.55万0.19%27,793 27,793— $91.55万 新建仓
PAC GRUPO AEROPORTUNARIO DEL PAC $91.97万0.19%3,633 3,633— $91.97万 新建仓
ARMK ARAMARK $92.30万0.19%16,222 10,583187.7% $60.22万 加仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $93.22万0.19%24,069 16,604222.4% $64.31万 加仓
FWONK LIBERTY MEDIA CORP DEL $93.87万0.19%9,867 6,304176.9% $59.98万 加仓
MU MICRON TECHNOLOGY INC $94.07万0.20%815 -809-49.8% -$93.38万 减仓
IJH ISHARES TR $94.92万0.20%12,310 8,878258.7% $68.46万 加仓
TT TRANE TECHNOLOGIES PLC $94.94万0.20%1,933 1,017111.0% $49.95万 重新持有
CDW CDW CORP $95.06万0.20%6,759 4,890261.6% $68.77万 加仓
Q QNITY ELECTRONICS INC $95.88万0.20%5,871 3,809184.7% $62.20万 加仓
— FIDELITY COVINGTON TRUST $96.01万0.20%19,582 12,806189.0% $62.79万 加仓
WCN WASTE CONNECTIONS INC $96.08万0.20%5,764 3,547160.0% $59.12万 加仓
BKR BAKER HUGHES COMPANY $96.33万0.20%17,356 12,821282.7% $71.16万 加仓
AEP AMERICAN ELEC PWR CO INC $96.44万0.20%7,049 4,239150.9% $57.99万 加仓
SPYI NEOS ETF TRUST $96.54万0.20%18,185 5,90048.0% $31.32万 加仓
WMT WALMART INC $97.08万0.20%8,571 8,571— $97.08万 新建仓
APG API GROUP CORP $97.70万0.20%23,070 13,524141.7% $57.27万 加仓
TDY TELEDYNE TECHNOLOGIES INC $98.83万0.21%1,482 888149.5% $59.22万 加仓
WAB WABTEC $99.70万0.21%3,698 3,698— $99.70万 新建仓
WLK WESTLAKE CORPORATION $100.70万0.21%13,795 8,285150.4% $60.48万 加仓
ACMR ACM RESH INC $101.56万0.21%8,004 -624-7.2% -$7.92万 减仓
FERG FERGUSON ENTERPRISES INC $102.17万0.21%4,305 2,574148.7% $61.09万 加仓
MCK MCKESSON CORP $102.23万0.21%1,353 817152.4% $61.73万 加仓
KEYS KEYSIGHT TECHNOLOGIES INC $102.64万0.21%2,932 1,723142.5% $60.32万 加仓
SARO STANDARDAERO INC $103.47万0.21%34,595 24,621246.9% $73.64万 加仓
XBI SPDR SERIES TRUST $103.92万0.22%6,567 3,801137.4% $60.15万 加仓
CP CANADIAN PACIFIC KANSAS CITY $104.09万0.22%12,013 7,724180.1% $66.93万 加仓
RSG REPUBLIC SVCS INC $104.75万0.22%4,916 3,730314.5% $79.48万 加仓
COF CAPITAL ONE FINL CORP $106.97万0.22%5,332 5,332— $106.97万 新建仓
ALSN ALLISON TRANSMISSION HLDGS I $107.09万0.22%9,499 5,284125.4% $59.57万 加仓
FER FERROVIAL NV $107.35万0.22%15,647 8,711125.6% $59.77万 加仓
FTNT FORTINET INC $108.03万0.22%7,032 7,032— $108.03万 新建仓
MUFG MITSUBISHI UFJ FINANCIAL GRO $108.50万0.23%54,550 33,328157.0% $66.29万 加仓
FELC FIDELITY COVINGTON TRUST $109.62万0.23%26,155 13,909113.6% $58.29万 加仓
SMFG SUMITOMO MITSUI FIN GRP INC $110.27万0.23%46,764 29,587172.2% $69.77万 加仓
NGG NATIONAL GRID PLC $110.76万0.23%13,365 9,281227.3% $76.91万 加仓
COMP COMPASS INC $111.17万0.23%90,160 56,224165.7% $69.32万 加仓
CMCSA COMCAST CORP NEW $111.22万0.23%45,304 27,369152.6% $67.19万 加仓
MA MASTERCARD INCORPORATED $113.66万0.24%2,213 1,489205.7% $76.48万 加仓
AJG GALLAGHER ARTHUR J & CO $113.84万0.24%4,959 3,568256.5% $81.91万 加仓
MHK MOHAWK INDS INC $114.05万0.24%9,400 5,583146.3% $67.74万 加仓
IHG INTERCONTINENTAL HOTELS GROU $114.31万0.24%6,603 3,759132.2% $65.08万 加仓
HEI HEICO CORP NEW $114.44万0.24%3,213 2,032172.1% $72.38万 加仓
UBS UBS GROUP AG $115.64万0.24%23,334 15,080182.7% $74.74万 加仓
ETN EATON CORP PLC $115.86万0.24%2,719 1,648153.9% $70.22万 加仓
CAH CARDINAL HEALTH INC $116.78万0.24%4,916 2,713123.2% $64.45万 加仓
COR CENCORA INC $118.06万0.24%4,172 4,172— $118.06万 新建仓
SAN BANCO SANTANDER SA $118.59万0.25%85,934 50,521142.7% $69.72万 加仓
HCA HCA HEALTHCARE INC $119.31万0.25%3,060 1,50596.8% $58.68万 加仓
— EXXON MOBIL CORP $119.67万0.25%8,753 2,43438.5% $33.28万 加仓
HWM HOWMET AEROSPACE INC $122.12万0.25%4,542 4,542— $122.12万 新建仓
EVRG EVERGY INC $125.32万0.26%14,500 8,627146.9% $74.56万 加仓
DOX AMDOCS LTD $127.74万0.26%25,275 17,830239.5% $90.11万 加仓
EMR EMERSON ELEC CO $129.41万0.27%9,040 5,312142.5% $76.04万 加仓
IVV ISHARES TR $131.13万0.27%1,751 1,751— $131.13万 新建仓
PWR QUANTA SVCS INC $132.70万0.28%1,843 1,843— $132.70万 新建仓
DASH DOORDASH INC $133.97万0.28%7,260 5,737376.7% $105.86万 加仓
PGR PROGRESSIVE CORP $134.48万0.28%6,156 4,460263.0% $97.43万 加仓
SYY SYSCO CORP $134.68万0.28%16,114 9,883158.6% $82.60万 加仓
BTI BRITISH AMERN TOB PLC $135.82万0.28%21,992 15,700249.5% $96.96万 加仓
EFX EQUIFAX INC $136.56万0.28%8,604 6,968425.9% $110.60万 加仓
JNJ JOHNSON & JOHNSON $138.74万0.29%5,463 3,123133.5% $79.31万 加仓
FTI TECHNIPFMC PLC $138.87万0.29%20,946 20,946— $138.87万 新建仓
OMC OMNICOM GROUP INC $139.35万0.29%19,133 10,518122.1% $76.60万 加仓
TGT TARGET CORP $140.13万0.29%10,729 7,200204.0% $94.04万 加仓
SNY SANOFI SA $141.45万0.29%33,157 18,669128.9% $79.64万 加仓
HLT HILTON WORLDWIDE HLDGS INC $142.00万0.29%4,297 3,133269.2% $103.53万 加仓
DFAX DIMENSIONAL ETF TRUST $143.40万0.30%38,924 00.0% — 不变
LNT ALLIANT ENERGY CORP $144.75万0.30%18,974 11,378149.8% $86.80万 加仓
COST COSTCO WHOLESALE CORPORATION $145.47万0.30%1,555 1,555— $145.47万 新建仓
WTW WILLIS TOWERS WATSON PLC LTD $145.98万0.30%5,585 3,344149.2% $87.40万 加仓
IFF INTERNATIONAL FLAVORS&FRAGRA $146.67万0.30%18,514 12,404203.0% $98.26万 加仓
BRK/B BERKSHIRE HATHAWAY INC DEL $148.12万0.31%2,960 2,960— $148.12万 新建仓
RGA REINSURANCE GROUP AMER INC $149.24万0.31%7,018 4,226151.4% $89.87万 加仓
COP CONOCOPHILLIPS $152.35万0.32%14,654 4,42043.2% $45.95万 加仓
HXL HEXCEL CORP NEW $152.63万0.32%15,254 9,467163.6% $94.73万 加仓
CVS CVS HEALTH CORP $152.72万0.32%14,763 8,617140.2% $89.14万 加仓
ARW ARROW ELECTRS INC $153.42万0.32%7,189 4,283147.4% $91.40万 加仓
PNC PNC FINL SVCS GROUP INC $154.38万0.32%6,270 3,471124.0% $85.46万 加仓
AMAT APPLIED MATLS INC $156.17万0.32%2,160 2,160— $156.17万 新建仓