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 |
|---|---|---|---|---|---|---|---|---|
| TDY | TELEDYNE TECHNOLOGIES INC | $35.94万 | 0.28% | 594 | 83 | 16.2% | $5.02万 | 加仓 |
| STT | STATE STR CORP | $35.50万 | 0.28% | 2,805 | 42 | 1.5% | $5,316 | 加仓 |
| ICLR | ICON PLC | $35.50万 | 0.28% | 3,208 | -319 | -9.0% | -$3.53万 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $35.39万 | 0.28% | 1,164 | 1,164 | — | $35.39万 | 新建仓 |
| XBI | SPDR SERIES TRUST | $35.33万 | 0.28% | 2,766 | 0 | 0.0% | — | 不变 |
| INGR | INGREDION INC | $35.01万 | 0.27% | 3,108 | 48 | 1.6% | $5,408 | 加仓 |
| NGG | NATIONAL GRID PLC | $34.55万 | 0.27% | 4,084 | 132 | 3.3% | $1.12万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $34.14万 | 0.27% | 1,209 | 206 | 20.5% | $5.82万 | 加仓 |
| MCO | MOODYS CORP | $34.07万 | 0.27% | 781 | 781 | — | $34.07万 | 新建仓 |
| ACMR | ACM RESH INC | $33.95万 | 0.27% | 8,628 | 8,628 | — | $33.95万 | 新建仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $33.92万 | 0.27% | 17,177 | 17,177 | — | $33.92万 | 新建仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $33.74万 | 0.26% | 4,289 | 721 | 20.2% | $5.67万 | 加仓 |
| PGR | PROGRESSIVE CORP | $33.62万 | 0.26% | 1,696 | 55 | 3.4% | $1.09万 | 加仓 |
| TFC | TRUIST FINL CORP | $32.93万 | 0.26% | 7,163 | 100 | 1.4% | $4,597 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $32.89万 | 0.26% | 6,776 | 0 | 0.0% | — | 不变 |
| HEI | HEICO CORP NEW | $32.38万 | 0.25% | 1,181 | 1,181 | — | $32.38万 | 新建仓 |
| WEX | WEX INC | $32.34万 | 0.25% | 2,113 | 162 | 8.3% | $2.48万 | 加仓 |
| UBS | UBS GROUP AG | $32.25万 | 0.25% | 8,254 | 8,254 | — | $32.25万 | 新建仓 |
| WAT | WATERS CORP | $32.13万 | 0.25% | 1,079 | 1,079 | — | $32.13万 | 新建仓 |
| KVUE | KENVUE INC | $31.79万 | 0.25% | 18,439 | 261 | 1.4% | $4,500 | 加仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $31.25万 | 0.25% | 7,030 | 113 | 1.6% | $5,023 | 加仓 |
| BNY | BANK NEW YORK MELLON CORP | $30.95万 | 0.24% | 2,609 | -366 | -12.3% | -$4.34万 | 减仓 |
| LKQ | LKQ CORP | $30.65万 | 0.24% | 10,437 | 178 | 1.7% | $5,228 | 加仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $30.29万 | 0.24% | 3,563 | 407 | 12.9% | $3.46万 | 加仓 |
| FE | FIRSTENERGY CORP | $30.26万 | 0.24% | 5,973 | 457 | 8.3% | $2.32万 | 加仓 |
| AJG | GALLAGHER ARTHUR J & CO | $30.13万 | 0.24% | 1,391 | -112 | -7.5% | -$2.43万 | 减仓 |
| EFX | EQUIFAX INC | $29.46万 | 0.23% | 1,636 | 1,636 | — | $29.46万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $27.81万 | 0.22% | 867 | -1,734 | -66.7% | -$55.63万 | 减仓 |
| BKR | BAKER HUGHES COMPANY | $27.69万 | 0.22% | 4,535 | 4,535 | — | $27.69万 | 新建仓 |
| V | VISA INC | $27.62万 | 0.22% | 914 | 29 | 3.3% | $8,765 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $27.24万 | 0.21% | 124 | 11 | 9.7% | $2.42万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $26.84万 | 0.21% | 2,876 | 2,876 | — | $26.84万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $26.65万 | 0.21% | 2,428 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $26.34万 | 0.21% | 1,243 | 1,243 | — | $26.34万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $25.98万 | 0.20% | 1,186 | 1,186 | — | $25.98万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $25.90万 | 0.20% | 609 | 11 | 1.8% | $4,679 | 加仓 |
| SARO | STANDARDAERO INC | $25.76万 | 0.20% | 9,974 | 2,348 | 30.8% | $6.06万 | 加仓 |
| — | QORVO INC | $25.56万 | 0.20% | 3,302 | 46 | 1.4% | $3,560 | 加仓 |
| VMC | VULCAN MATLS CO | $25.54万 | 0.20% | 938 | 56 | 6.3% | $1.52万 | 加仓 |
| AXS | AXIS CAP HLDGS LTD | $25.38万 | 0.20% | 2,503 | 246 | 10.9% | $2.49万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $25.17万 | 0.20% | 5,417 | 397 | 7.9% | $1.84万 | 加仓 |
| COMP | COMPASS INC | $24.81万 | 0.19% | 33,936 | 33,936 | — | $24.81万 | 新建仓 |
| IR | INGERSOLL RAND INC | $24.40万 | 0.19% | 3,045 | 3,045 | — | $24.40万 | 新建仓 |
| CRL | CHARLES RIV LABS INTL INC | $24.12万 | 0.19% | 1,398 | 83 | 6.3% | $1.43万 | 加仓 |
| FENI | FIDELITY COVINGTON TRUST | $24.03万 | 0.19% | 6,460 | 0 | 0.0% | — | 不变 |
| KDP | KEURIG DR PEPPER INC | $23.86万 | 0.19% | 9,063 | 646 | 7.7% | $1.70万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $23.79万 | 0.19% | 2,062 | 2,062 | — | $23.79万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $23.62万 | 0.19% | 11,169 | 664 | 6.3% | $1.40万 | 加仓 |
| VLO | VALERO ENERGY CORP | $23.45万 | 0.18% | 949 | 949 | — | $23.45万 | 新建仓 |
| IJH | ISHARES TR | $23.18万 | 0.18% | 3,432 | 283 | 9.0% | $1.91万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $22.93万 | 0.18% | 1,917 | 1,917 | — | $22.93万 | 新建仓 |
| DASH | DOORDASH INC | $22.87万 | 0.18% | 1,523 | 1,523 | — | $22.87万 | 新建仓 |
| ARMK | ARAMARK | $22.86万 | 0.18% | 5,639 | 5,639 | — | $22.86万 | 新建仓 |
| CDW | CDW CORP | $22.62万 | 0.18% | 1,869 | 1,869 | — | $22.62万 | 新建仓 |
| TER | TERADYNE INC | $22.29万 | 0.17% | 752 | -1,186 | -61.2% | -$35.16万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $22.13万 | 0.17% | 3,527 | 545 | 18.3% | $3.42万 | 加仓 |
| EOG | EOG RES INC | $21.73万 | 0.17% | 1,503 | 1,503 | — | $21.73万 | 新建仓 |
| UNF | UNIFIRST CORP MASS | $21.64万 | 0.17% | 860 | 860 | — | $21.64万 | 新建仓 |
| NU | NU HLDGS LTD | $21.40万 | 0.17% | 14,894 | 817 | 5.8% | $1.17万 | 加仓 |
| MUSA | MURPHY USA INC | $21.09万 | 0.17% | 427 | 427 | — | $21.09万 | 新建仓 |
| TTC | TORO CO | $21.01万 | 0.16% | 2,248 | 2,248 | — | $21.01万 | 新建仓 |
| RPM | RPM INTL INC | $20.99万 | 0.16% | 2,112 | 2,112 | — | $20.99万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $20.51万 | 0.16% | 1,619 | 1,619 | — | $20.51万 | 新建仓 |
| EQT | EQT CORP | $20.46万 | 0.16% | 3,215 | 3,215 | — | $20.46万 | 新建仓 |
| L | LOEWS CORP | $20.25万 | 0.16% | 1,897 | 1,897 | — | $20.25万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $20.22万 | 0.16% | 2,357 | 2,357 | — | $20.22万 | 新建仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $20.20万 | 0.16% | 1,484 | 1,484 | — | $20.20万 | 新建仓 |
| CXW | CORECIVIC INC | $19.77万 | 0.16% | 10,454 | 10,454 | — | $19.77万 | 新建仓 |
| GNW | GENWORTH FINL INC | $15.26万 | 0.12% | 18,797 | 1,459 | 8.4% | $1.18万 | 加仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $11.24万 | 0.09% | 11,304 | 606 | 5.7% | $6,024 | 加仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -2,712 | -100.0% | -$53.39万 | 清仓 |
| HDB | HDFC BANK LTD | $0 | 0.00% | 0 | -14,129 | -100.0% | -$51.63万 | 清仓 |
| THC | TENET HEALTHCARE CORP | $0 | 0.00% | 0 | -2,507 | -100.0% | -$49.82万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -226 | -100.0% | -$45.52万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRH | CRH PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RELX | RELX PLC | $0 | 0.00% | 0 | -10,437 | -100.0% | -$42.19万 | 清仓 |
| AGX | ARGAN INC | $0 | 0.00% | 0 | -1,162 | -100.0% | -$36.41万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -271 | -100.0% | -$36.04万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -3,920 | -100.0% | -$35.86万 | 清仓 |
| TT | TRANE TECHNOLOGIES PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -2,543 | -100.0% | -$33.54万 | 清仓 |
| — | GATES INDL CORP PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -544 | -100.0% | -$31.59万 | 清仓 |
| JEF | JEFFERIES FINL GROUP INC | $0 | 0.00% | 0 | -4,309 | -100.0% | -$26.70万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AER | AERCAP HOLDINGS NV | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WCC | WESCO INTL INC | $0 | 0.00% | 0 | -863 | -100.0% | -$21.11万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | DAYFORCE INC | $0 | 0.00% | 0 | -2,909 | -100.0% | -$20.12万 | 清仓 |