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 |
|---|---|---|---|---|---|---|---|---|
| FDX | FEDEX CORP | $156.19万 | 0.32% | 4,988 | 2,920 | 141.2% | $91.43万 | 加仓 |
| LPLA | LPL FINL HLDGS INC | $157.35万 | 0.33% | 5,586 | 3,956 | 242.7% | $111.43万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $157.61万 | 0.33% | 3,792 | 2,002 | 111.8% | $83.21万 | 加仓 |
| RVTY | REVVITY INC | $159.76万 | 0.33% | 14,359 | 9,731 | 210.3% | $108.27万 | 加仓 |
| SLB | SLB LIMITED | $160.72万 | 0.33% | 34,570 | 17,929 | 107.7% | $83.35万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $160.86万 | 0.33% | 25,924 | 11,830 | 83.9% | $73.41万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $163.34万 | 0.34% | 40,702 | 34,242 | 530.1% | $137.41万 | 加仓 |
| SN | SHARKNINJA INC | $167.92万 | 0.35% | 11,028 | 7,460 | 209.1% | $113.59万 | 加仓 |
| APH | AMPHENOL CORP | $168.79万 | 0.35% | 9,573 | 9,573 | — | $168.79万 | 新建仓 |
| PFE | PFIZER INC | $171.73万 | 0.36% | 71,316 | 39,199 | 122.1% | $94.39万 | 加仓 |
| ILMN | ILLUMINA INC | $173.19万 | 0.36% | 9,850 | 5,959 | 153.1% | $104.78万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $173.82万 | 0.36% | 18,386 | 12,242 | 199.3% | $115.74万 | 加仓 |
| ICLR | ICON PUB LTD CO | $174.44万 | 0.36% | 10,042 | 6,834 | 213.0% | $118.71万 | 加仓 |
| HAL | HALLIBURTON CO | $177.76万 | 0.37% | 52,359 | 30,801 | 142.9% | $104.57万 | 加仓 |
| CI | THE CIGNA GROUP | $180.13万 | 0.37% | 6,534 | 3,856 | 144.0% | $106.30万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $181.54万 | 0.38% | 4,837 | 3,496 | 260.7% | $131.21万 | 加仓 |
| WFC | WELLS FARGO & CO | $185.21万 | 0.38% | 22,412 | 12,826 | 133.8% | $105.99万 | 加仓 |
| AZO | AUTOZONE INC | $191.76万 | 0.40% | 600 | 465 | 344.4% | $148.61万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $196.70万 | 0.41% | 7,025 | 4,204 | 149.0% | $117.71万 | 加仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $197.56万 | 0.41% | 58,312 | 34,749 | 147.5% | $117.73万 | 加仓 |
| TPR | TAPESTRY INC | $202.44万 | 0.42% | 13,830 | 7,726 | 126.6% | $113.09万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $203.79万 | 0.42% | 7,041 | 5,798 | 466.5% | $167.81万 | 加仓 |
| BKD | BROOKDALE SR LIVING INC | $204.08万 | 0.42% | 126,834 | 83,446 | 192.3% | $134.26万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $204.42万 | 0.42% | 3,314 | -350 | -9.6% | -$21.59万 | 减仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $206.40万 | 0.43% | 39,578 | 18,824 | 90.7% | $98.17万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $207.58万 | 0.43% | 13,717 | 9,804 | 250.5% | $148.36万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $210.89万 | 0.44% | 47,540 | 0 | 0.0% | — | 不变 |
| CTVA | CORTEVA INC | $216.02万 | 0.45% | 25,507 | 15,145 | 146.2% | $128.26万 | 加仓 |
| TXT | TEXTRON INC | $224.16万 | 0.46% | 24,437 | 13,692 | 127.4% | $125.60万 | 加仓 |
| GOOGL | ALPHABET INC | $229.32万 | 0.48% | 6,417 | 6,417 | — | $229.32万 | 新建仓 |
| KLAC | KLA CORP | $234.73万 | 0.49% | 7,780 | 7,780 | — | $234.73万 | 新建仓 |
| V | VISA INC | $236.84万 | 0.49% | 6,903 | 5,989 | 655.3% | $205.48万 | 加仓 |
| ACGL | ARCH CAP GROUP LTD | $238.54万 | 0.49% | 24,577 | 14,297 | 139.1% | $138.77万 | 加仓 |
| SE | SEA LTD | $245.21万 | 0.51% | 25,588 | 14,306 | 126.8% | $137.09万 | 加仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $247.77万 | 0.51% | 31,818 | 19,025 | 148.7% | $148.15万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $254.16万 | 0.53% | 28,957 | 28,957 | — | $254.16万 | 新建仓 |
| MRK | MERCK & CO INC | $257.17万 | 0.53% | 20,013 | 10,659 | 114.0% | $136.97万 | 加仓 |
| FLEX | FLEX LTD | $262.18万 | 0.54% | 16,177 | 979 | 6.4% | $15.87万 | 加仓 |
| LLY | ELI LILLY & CO | $266.03万 | 0.55% | 2,218 | 2,218 | — | $266.03万 | 新建仓 |
| CLS | CELESTICA INC | $283.89万 | 0.59% | 7,782 | 4,762 | 157.7% | $173.72万 | 加仓 |
| BAC | BANK OF AMER CORP | $334.91万 | 0.69% | 58,776 | 42,493 | 261.0% | $242.13万 | 加仓 |
| FIX | COMFORT SYS USA INC | $339.71万 | 0.70% | 1,714 | 976 | 132.2% | $193.44万 | 加仓 |
| ASML | ASML HLDG NV | $351.53万 | 0.73% | 1,767 | 1,304 | 281.6% | $259.42万 | 加仓 |
| C | CITIGROUP INC | $363.38万 | 0.75% | 25,963 | 17,134 | 194.1% | $239.81万 | 加仓 |
| JMUB | J P MORGAN EXCHANGE TRADED F | $371.44万 | 0.77% | 73,327 | 40,232 | 121.6% | $203.80万 | 加仓 |
| CVX | CHEVRON CORPORATION | $423.90万 | 0.88% | 25,573 | 15,847 | 162.9% | $262.68万 | 加仓 |
| META | META PLATFORMS INC | $424.27万 | 0.88% | 7,532 | 7,532 | — | $424.27万 | 新建仓 |
| APP | APPLOVIN CORP | $441.91万 | 0.92% | 8,577 | 5,025 | 141.5% | $258.90万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $446.27万 | 0.93% | 6,987 | 4,600 | 192.7% | $293.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $493.39万 | 1.02% | 13,227 | 13,227 | — | $493.39万 | 新建仓 |
| AVGO | BROADCOM INC | $495.19万 | 1.03% | 13,109 | 13,109 | — | $495.19万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $570.63万 | 1.18% | 17,433 | 15,696 | 903.6% | $513.78万 | 加仓 |
| AMZN | AMAZON COM INC | $828.59万 | 1.72% | 34,765 | 32,036 | 1,173.9% | $763.55万 | 加仓 |
| AAPL | APPLE INC | $1,019.70万 | 2.12% | 35,240 | 35,240 | — | $1,019.70万 | 新建仓 |
| GOOG | ALPHABET INC | $1,205.24万 | 2.50% | 34,111 | 31,849 | 1,408.0% | $1,125.32万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,357.64万 | 2.82% | 28,428 | 17,888 | 169.7% | $854.28万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,543.07万 | 3.20% | 77,119 | 75,413 | 4,420.5% | $1,508.94万 | 重新持有 |
| FDEM | FIDELITY COVINGTON TRUST | $2,937.24万 | 6.09% | 808,490 | 487,181 | 151.6% | $1,769.93万 | 加仓 |
| FBCG | FIDELITY COVINGTON TRUST | $7,916.09万 | 16.42% | 1,274,528 | 662,468 | 108.2% | $4,114.59万 | 加仓 |