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 |
|---|---|---|---|---|---|---|---|---|
| FITB | FIFTH THIRD BANCORP | $75.72万 | 0.16% | 13,433 | 8,016 | 148.0% | $45.19万 | 加仓 |
| LKQ | LKQ CORP | $75.83万 | 0.16% | 28,799 | 18,362 | 175.9% | $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 | 15,517 | 155.1% | $46.60万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $76.72万 | 0.16% | 370 | 246 | 198.4% | $51.01万 | 加仓 |
| EPAM | EPAM SYS INC | $76.87万 | 0.16% | 9,687 | 6,462 | 200.4% | $51.28万 | 加仓 |
| ETR | ENTERGY CORP NEW | $78.66万 | 0.16% | 6,848 | 2,673 | 64.0% | $30.70万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $78.89万 | 0.16% | 7,024 | 3,438 | 95.9% | $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 | 5,571 | 193.7% | $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 | 2,340 | 127.5% | $48.77万 | 加仓 |
| STT | STATE STR CORP | $88.67万 | 0.18% | 5,228 | 2,423 | 86.4% | $41.09万 | 加仓 |
| CAE | CAE INC | $89.24万 | 0.19% | 35,611 | 18,877 | 112.8% | $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 | 6,416 | 206.4% | $60.77万 | 加仓 |
| WAT | WATERS CORP | $90.50万 | 0.19% | 2,413 | 1,334 | 123.6% | $50.03万 | 加仓 |
| FE | FIRSTENERGY CORP | $90.79万 | 0.19% | 19,098 | 13,125 | 219.7% | $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 | 10,583 | 187.7% | $60.22万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $93.22万 | 0.19% | 24,069 | 16,604 | 222.4% | $64.31万 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $93.87万 | 0.19% | 9,867 | 6,304 | 176.9% | $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 | 8,878 | 258.7% | $68.46万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $94.94万 | 0.20% | 1,933 | 1,017 | 111.0% | $49.95万 | 重新持有 |
| CDW | CDW CORP | $95.06万 | 0.20% | 6,759 | 4,890 | 261.6% | $68.77万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $95.88万 | 0.20% | 5,871 | 3,809 | 184.7% | $62.20万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $96.01万 | 0.20% | 19,582 | 12,806 | 189.0% | $62.79万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $96.08万 | 0.20% | 5,764 | 3,547 | 160.0% | $59.12万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $96.33万 | 0.20% | 17,356 | 12,821 | 282.7% | $71.16万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $96.44万 | 0.20% | 7,049 | 4,239 | 150.9% | $57.99万 | 加仓 |
| SPYI | NEOS ETF TRUST | $96.54万 | 0.20% | 18,185 | 5,900 | 48.0% | $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 | 13,524 | 141.7% | $57.27万 | 加仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $98.83万 | 0.21% | 1,482 | 888 | 149.5% | $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 | 8,285 | 150.4% | $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 | 2,574 | 148.7% | $61.09万 | 加仓 |
| MCK | MCKESSON CORP | $102.23万 | 0.21% | 1,353 | 817 | 152.4% | $61.73万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $102.64万 | 0.21% | 2,932 | 1,723 | 142.5% | $60.32万 | 加仓 |
| SARO | STANDARDAERO INC | $103.47万 | 0.21% | 34,595 | 24,621 | 246.9% | $73.64万 | 加仓 |
| XBI | SPDR SERIES TRUST | $103.92万 | 0.22% | 6,567 | 3,801 | 137.4% | $60.15万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $104.09万 | 0.22% | 12,013 | 7,724 | 180.1% | $66.93万 | 加仓 |
| RSG | REPUBLIC SVCS INC | $104.75万 | 0.22% | 4,916 | 3,730 | 314.5% | $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 | 5,284 | 125.4% | $59.57万 | 加仓 |
| FER | FERROVIAL NV | $107.35万 | 0.22% | 15,647 | 8,711 | 125.6% | $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 | 33,328 | 157.0% | $66.29万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $109.62万 | 0.23% | 26,155 | 13,909 | 113.6% | $58.29万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $110.27万 | 0.23% | 46,764 | 29,587 | 172.2% | $69.77万 | 加仓 |
| NGG | NATIONAL GRID PLC | $110.76万 | 0.23% | 13,365 | 9,281 | 227.3% | $76.91万 | 加仓 |
| COMP | COMPASS INC | $111.17万 | 0.23% | 90,160 | 56,224 | 165.7% | $69.32万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $111.22万 | 0.23% | 45,304 | 27,369 | 152.6% | $67.19万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $113.66万 | 0.24% | 2,213 | 1,489 | 205.7% | $76.48万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $113.84万 | 0.24% | 4,959 | 3,568 | 256.5% | $81.91万 | 加仓 |
| MHK | MOHAWK INDS INC | $114.05万 | 0.24% | 9,400 | 5,583 | 146.3% | $67.74万 | 加仓 |
| IHG | INTERCONTINENTAL HOTELS GROU | $114.31万 | 0.24% | 6,603 | 3,759 | 132.2% | $65.08万 | 加仓 |
| HEI | HEICO CORP NEW | $114.44万 | 0.24% | 3,213 | 2,032 | 172.1% | $72.38万 | 加仓 |
| UBS | UBS GROUP AG | $115.64万 | 0.24% | 23,334 | 15,080 | 182.7% | $74.74万 | 加仓 |
| ETN | EATON CORP PLC | $115.86万 | 0.24% | 2,719 | 1,648 | 153.9% | $70.22万 | 加仓 |
| CAH | CARDINAL HEALTH INC | $116.78万 | 0.24% | 4,916 | 2,713 | 123.2% | $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 | 50,521 | 142.7% | $69.72万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $119.31万 | 0.25% | 3,060 | 1,505 | 96.8% | $58.68万 | 加仓 |
| — | EXXON MOBIL CORP | $119.67万 | 0.25% | 8,753 | 2,434 | 38.5% | $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 | 8,627 | 146.9% | $74.56万 | 加仓 |
| DOX | AMDOCS LTD | $127.74万 | 0.26% | 25,275 | 17,830 | 239.5% | $90.11万 | 加仓 |
| EMR | EMERSON ELEC CO | $129.41万 | 0.27% | 9,040 | 5,312 | 142.5% | $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 | 5,737 | 376.7% | $105.86万 | 加仓 |
| PGR | PROGRESSIVE CORP | $134.48万 | 0.28% | 6,156 | 4,460 | 263.0% | $97.43万 | 加仓 |
| SYY | SYSCO CORP | $134.68万 | 0.28% | 16,114 | 9,883 | 158.6% | $82.60万 | 加仓 |
| BTI | BRITISH AMERN TOB PLC | $135.82万 | 0.28% | 21,992 | 15,700 | 249.5% | $96.96万 | 加仓 |
| EFX | EQUIFAX INC | $136.56万 | 0.28% | 8,604 | 6,968 | 425.9% | $110.60万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $138.74万 | 0.29% | 5,463 | 3,123 | 133.5% | $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 | 10,518 | 122.1% | $76.60万 | 加仓 |
| TGT | TARGET CORP | $140.13万 | 0.29% | 10,729 | 7,200 | 204.0% | $94.04万 | 加仓 |
| SNY | SANOFI SA | $141.45万 | 0.29% | 33,157 | 18,669 | 128.9% | $79.64万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $142.00万 | 0.29% | 4,297 | 3,133 | 269.2% | $103.53万 | 加仓 |
| DFAX | DIMENSIONAL ETF TRUST | $143.40万 | 0.30% | 38,924 | 0 | 0.0% | — | 不变 |
| LNT | ALLIANT ENERGY CORP | $144.75万 | 0.30% | 18,974 | 11,378 | 149.8% | $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 | 3,344 | 149.2% | $87.40万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $146.67万 | 0.30% | 18,514 | 12,404 | 203.0% | $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 | 4,226 | 151.4% | $89.87万 | 加仓 |
| COP | CONOCOPHILLIPS | $152.35万 | 0.32% | 14,654 | 4,420 | 43.2% | $45.95万 | 加仓 |
| HXL | HEXCEL CORP NEW | $152.63万 | 0.32% | 15,254 | 9,467 | 163.6% | $94.73万 | 加仓 |
| CVS | CVS HEALTH CORP | $152.72万 | 0.32% | 14,763 | 8,617 | 140.2% | $89.14万 | 加仓 |
| ARW | ARROW ELECTRS INC | $153.42万 | 0.32% | 7,189 | 4,283 | 147.4% | $91.40万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $154.38万 | 0.32% | 6,270 | 3,471 | 124.0% | $85.46万 | 加仓 |
| AMAT | APPLIED MATLS INC | $156.17万 | 0.32% | 2,160 | 2,160 | — | $156.17万 | 新建仓 |