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 |
|---|---|---|---|---|---|---|---|---|
| MA | MASTERCARD INCORPORATED | $113.66万 | 0.24% | 2,213 | 1,489 | 205.7% | $76.48万 | 加仓 |
| CMCSA | COMCAST CORP NEW | $111.22万 | 0.23% | 45,304 | 27,369 | 152.6% | $67.19万 | 加仓 |
| COMP | COMPASS INC | $111.17万 | 0.23% | 90,160 | 56,224 | 165.7% | $69.32万 | 加仓 |
| NGG | NATIONAL GRID PLC | $110.76万 | 0.23% | 13,365 | 9,281 | 227.3% | $76.91万 | 加仓 |
| SMFG | SUMITOMO MITSUI FIN GRP INC | $110.27万 | 0.23% | 46,764 | 29,587 | 172.2% | $69.77万 | 加仓 |
| FELC | FIDELITY COVINGTON TRUST | $109.62万 | 0.23% | 26,155 | 13,909 | 113.6% | $58.29万 | 加仓 |
| MUFG | MITSUBISHI UFJ FINANCIAL GRO | $108.50万 | 0.23% | 54,550 | 33,328 | 157.0% | $66.29万 | 加仓 |
| FTNT | FORTINET INC | $108.03万 | 0.22% | 7,032 | 7,032 | — | $108.03万 | 新建仓 |
| FER | FERROVIAL NV | $107.35万 | 0.22% | 15,647 | 8,711 | 125.6% | $59.77万 | 加仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $107.09万 | 0.22% | 9,499 | 5,284 | 125.4% | $59.57万 | 加仓 |
| COF | CAPITAL ONE FINL CORP | $106.97万 | 0.22% | 5,332 | 5,332 | — | $106.97万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $104.75万 | 0.22% | 4,916 | 3,730 | 314.5% | $79.48万 | 加仓 |
| CP | CANADIAN PACIFIC KANSAS CITY | $104.09万 | 0.22% | 12,013 | 7,724 | 180.1% | $66.93万 | 加仓 |
| XBI | SPDR SERIES TRUST | $103.92万 | 0.22% | 6,567 | 3,801 | 137.4% | $60.15万 | 加仓 |
| SARO | STANDARDAERO INC | $103.47万 | 0.21% | 34,595 | 24,621 | 246.9% | $73.64万 | 加仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $102.64万 | 0.21% | 2,932 | 1,723 | 142.5% | $60.32万 | 加仓 |
| MCK | MCKESSON CORP | $102.23万 | 0.21% | 1,353 | 817 | 152.4% | $61.73万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $102.17万 | 0.21% | 4,305 | 2,574 | 148.7% | $61.09万 | 加仓 |
| ACMR | ACM RESH INC | $101.56万 | 0.21% | 8,004 | -624 | -7.2% | -$7.92万 | 减仓 |
| WLK | WESTLAKE CORPORATION | $100.70万 | 0.21% | 13,795 | 8,285 | 150.4% | $60.48万 | 加仓 |
| WAB | WABTEC | $99.70万 | 0.21% | 3,698 | 3,698 | — | $99.70万 | 新建仓 |
| TDY | TELEDYNE TECHNOLOGIES INC | $98.83万 | 0.21% | 1,482 | 888 | 149.5% | $59.22万 | 加仓 |
| APG | API GROUP CORP | $97.70万 | 0.20% | 23,070 | 13,524 | 141.7% | $57.27万 | 加仓 |
| WMT | WALMART INC | $97.08万 | 0.20% | 8,571 | 8,571 | — | $97.08万 | 新建仓 |
| SPYI | NEOS ETF TRUST | $96.54万 | 0.20% | 18,185 | 5,900 | 48.0% | $31.32万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $96.44万 | 0.20% | 7,049 | 4,239 | 150.9% | $57.99万 | 加仓 |
| BKR | BAKER HUGHES COMPANY | $96.33万 | 0.20% | 17,356 | 12,821 | 282.7% | $71.16万 | 加仓 |
| WCN | WASTE CONNECTIONS INC | $96.08万 | 0.20% | 5,764 | 3,547 | 160.0% | $59.12万 | 加仓 |
| — | FIDELITY COVINGTON TRUST | $96.01万 | 0.20% | 19,582 | 12,806 | 189.0% | $62.79万 | 加仓 |
| Q | QNITY ELECTRONICS INC | $95.88万 | 0.20% | 5,871 | 3,809 | 184.7% | $62.20万 | 加仓 |
| CDW | CDW CORP | $95.06万 | 0.20% | 6,759 | 4,890 | 261.6% | $68.77万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $94.94万 | 0.20% | 1,933 | 1,017 | 111.0% | $49.95万 | 重新持有 |
| IJH | ISHARES TR | $94.92万 | 0.20% | 12,310 | 8,878 | 258.7% | $68.46万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $94.07万 | 0.20% | 815 | -809 | -49.8% | -$93.38万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL | $93.87万 | 0.19% | 9,867 | 6,304 | 176.9% | $59.98万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $93.22万 | 0.19% | 24,069 | 16,604 | 222.4% | $64.31万 | 加仓 |
| ARMK | ARAMARK | $92.30万 | 0.19% | 16,222 | 10,583 | 187.7% | $60.22万 | 加仓 |
| PAC | GRUPO AEROPORTUNARIO DEL PAC | $91.97万 | 0.19% | 3,633 | 3,633 | — | $91.97万 | 新建仓 |
| WKC | WORLD KINECT CORPORATION | $91.55万 | 0.19% | 27,793 | 27,793 | — | $91.55万 | 新建仓 |
| FE | FIRSTENERGY CORP | $90.79万 | 0.19% | 19,098 | 13,125 | 219.7% | $62.40万 | 加仓 |
| WAT | WATERS CORP | $90.50万 | 0.19% | 2,413 | 1,334 | 123.6% | $50.03万 | 加仓 |
| INGR | INGREDION INC | $90.20万 | 0.19% | 9,524 | 6,416 | 206.4% | $60.77万 | 加仓 |
| ZTS | ZOETIS INC | $89.78万 | 0.19% | 12,494 | 12,494 | — | $89.78万 | 新建仓 |
| CAE | CAE INC | $89.24万 | 0.19% | 35,611 | 18,877 | 112.8% | $47.31万 | 加仓 |
| STT | STATE STR CORP | $88.67万 | 0.18% | 5,228 | 2,423 | 86.4% | $41.09万 | 加仓 |
| FNV | FRANCO NEV CORP | $87.02万 | 0.18% | 4,175 | 2,340 | 127.5% | $48.77万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $86.86万 | 0.18% | 10,540 | 10,540 | — | $86.86万 | 新建仓 |
| WSE | WISE GROUP PLC | $83.21万 | 0.17% | 69,868 | 69,868 | — | $83.21万 | 新建仓 |
| CGDV | CAPITAL GROUP DIVIDEND VALUE | $82.64万 | 0.17% | 16,769 | 16,769 | — | $82.64万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $81.83万 | 0.17% | 8,447 | 5,571 | 193.7% | $53.97万 | 加仓 |
| MUB | ISHARES TR | $79.83万 | 0.17% | 7,418 | 7,418 | — | $79.83万 | 新建仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $78.89万 | 0.16% | 7,024 | 3,438 | 95.9% | $38.62万 | 加仓 |
| ETR | ENTERGY CORP NEW | $78.66万 | 0.16% | 6,848 | 2,673 | 64.0% | $30.70万 | 加仓 |
| EPAM | EPAM SYS INC | $76.87万 | 0.16% | 9,687 | 6,462 | 200.4% | $51.28万 | 加仓 |
| WTM | WHITE MTNS INS GROUP LTD | $76.72万 | 0.16% | 370 | 246 | 198.4% | $51.01万 | 加仓 |
| GDS | GDS HLDGS LTD | $76.63万 | 0.16% | 25,519 | 15,517 | 155.1% | $46.60万 | 加仓 |
| IEMG | ISHARES INC | $76.30万 | 0.16% | 9,211 | 9,211 | — | $76.30万 | 新建仓 |
| LKQ | LKQ CORP | $75.83万 | 0.16% | 28,799 | 18,362 | 175.9% | $48.35万 | 加仓 |
| FITB | FIFTH THIRD BANCORP | $75.72万 | 0.16% | 13,433 | 8,016 | 148.0% | $45.19万 | 加仓 |
| TFX | TELEFLEX INCORPORATED | $75.59万 | 0.16% | 5,963 | 4,046 | 211.1% | $51.29万 | 加仓 |
| KVUE | KENVUE INC | $72.98万 | 0.15% | 38,192 | 19,753 | 107.1% | $37.75万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $72.54万 | 0.15% | 2,435 | 2,435 | — | $72.54万 | 新建仓 |
| — | QORVO INC | $72.34万 | 0.15% | 7,756 | 4,454 | 134.9% | $41.54万 | 加仓 |
| FISV | FISERV INC | $71.87万 | 0.15% | 14,652 | 8,165 | 125.9% | $40.05万 | 加仓 |
| TFC | TRUIST FINL CORP | $71.80万 | 0.15% | 14,412 | 7,249 | 101.2% | $36.11万 | 加仓 |
| KDP | KEURIG DR PEPPER INC | $71.60万 | 0.15% | 21,876 | 12,813 | 141.4% | $41.94万 | 加仓 |
| RPM | RPM INTL INC | $70.96万 | 0.15% | 6,384 | 4,272 | 202.3% | $47.48万 | 加仓 |
| INTC | INTEL CORP | $70.61万 | 0.15% | 5,057 | 5,057 | — | $70.61万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $69.72万 | 0.14% | 3,277 | 250 | 8.3% | $5.32万 | 加仓 |
| CXW | CORECIVIC INC | $68.17万 | 0.14% | 22,439 | 11,985 | 114.6% | $36.41万 | 加仓 |
| WEX | WEX INC | $67.30万 | 0.14% | 4,770 | 2,657 | 125.7% | $37.49万 | 加仓 |
| IR | INGERSOLL RAND INC | $67.05万 | 0.14% | 8,178 | 5,133 | 168.6% | $42.09万 | 加仓 |
| CRL | CHARLES RIV LABS INTL INC | $65.81万 | 0.14% | 2,902 | 1,504 | 107.6% | $34.11万 | 加仓 |
| BE | BLOOM ENERGY CORP | $65.78万 | 0.14% | 2,173 | 2,173 | — | $65.78万 | 新建仓 |
| VLO | VALERO ENERGY CORP | $65.55万 | 0.14% | 2,517 | 1,568 | 165.2% | $40.84万 | 加仓 |
| ST | SENSATA TECHNOLOGIES HLDG PL | $63.45万 | 0.13% | 13,290 | 13,290 | — | $63.45万 | 新建仓 |
| OKTA | OKTA INC | $62.92万 | 0.13% | 4,611 | 4,611 | — | $62.92万 | 新建仓 |
| ABBV | ABBVIE INC | $61.98万 | 0.13% | 2,463 | 2,463 | — | $61.98万 | 新建仓 |
| GIL | GILDAN ACTIVEWEAR INC | $61.89万 | 0.13% | 11,994 | 11,994 | — | $61.89万 | 新建仓 |
| NET | CLOUDFLARE INC | $60.17万 | 0.12% | 2,453 | 2,453 | — | $60.17万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $59.77万 | 0.12% | 3,832 | 2,213 | 136.7% | $34.52万 | 加仓 |
| NU | NU HLDGS LTD | $59.30万 | 0.12% | 44,390 | 29,496 | 198.0% | $39.41万 | 加仓 |
| PJUL | INNOVATOR ETFS TRUST | $58.57万 | 0.12% | 12,000 | 12,000 | — | $58.57万 | 新建仓 |
| — | GATES INDL CORP PLC | $58.41万 | 0.12% | 20,883 | 5,762 | 38.1% | $16.12万 | 重新持有 |
| VMC | VULCAN MATLS CO | $57.97万 | 0.12% | 1,965 | 1,027 | 109.5% | $30.30万 | 加仓 |
| STE | STERIS PLC | $56.83万 | 0.12% | 2,699 | 2,699 | — | $56.83万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $56.71万 | 0.12% | 2,018 | 2,018 | — | $56.71万 | 新建仓 |
| CRH | CRH PLC | $56.54万 | 0.12% | 5,284 | 1,857 | 54.2% | $19.87万 | 重新持有 |
| PAGP | PLAINS GP HLDGS L P | $56.00万 | 0.12% | 23,072 | 0 | 0.0% | — | 不变 |
| RBA | RB GLOBAL INC | $55.90万 | 0.12% | 4,800 | 4,800 | — | $55.90万 | 新建仓 |
| AXS | AXIS CAP HLDGS LTD | $55.57万 | 0.12% | 5,172 | 2,669 | 106.6% | $28.68万 | 加仓 |
| FANG | DIAMONDBACK ENERGY INC | $54.49万 | 0.11% | 3,100 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $54.25万 | 0.11% | 1,252 | 1,252 | — | $54.25万 | 新建仓 |
| MYRG | MYR GROUP INC | $54.19万 | 0.11% | 1,083 | 1,083 | — | $54.19万 | 新建仓 |
| WRB | BERKLEY W R CORP | $53.98万 | 0.11% | 7,654 | 6 | 0.1% | $423 | 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 |
| L | LOEWS CORP | $52.80万 | 0.11% | 4,664 | 2,767 | 145.9% | $31.33万 | 加仓 |
| CRK | COMSTOCK RES INC | $52.47万 | 0.11% | 35,166 | 0 | 0.0% | — | 不变 |
| MGRC | MCGRATH RENTCORP | $50.88万 | 0.11% | 4,204 | 4,204 | — | $50.88万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $50.53万 | 0.10% | 3,466 | 1,980 | 133.2% | $28.86万 | 重新持有 |