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 |
|---|---|---|---|---|---|---|---|---|
| TTC | TORO CO | $50.50万 | 0.10% | 5,184 | 2,936 | 130.6% | $28.60万 | 加仓 |
| W | WAYFAIR INC | $50.00万 | 0.10% | 5,410 | 5,410 | — | $50.00万 | 新建仓 |
| TSLA | TESLA INC | $49.63万 | 0.10% | 1,180 | 1,180 | — | $49.63万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN | $49.55万 | 0.10% | 22,162 | 10,993 | 98.4% | $24.58万 | 加仓 |
| AEE | AMEREN CORP | $48.74万 | 0.10% | 4,312 | 4,312 | — | $48.74万 | 新建仓 |
| RYAAY | RYANAIR HOLDINGS PLC | $48.39万 | 0.10% | 7,474 | 7,474 | — | $48.39万 | 新建仓 |
| KMI | KINDER MORGAN INC DEL | $48.32万 | 0.10% | 15,115 | 15,115 | — | $48.32万 | 新建仓 |
| ICUI | ICU MED INC | $48.26万 | 0.10% | 3,292 | 3,292 | — | $48.26万 | 新建仓 |
| EOG | EOG RES INC | $47.13万 | 0.10% | 3,633 | 2,130 | 141.7% | $27.63万 | 加仓 |
| ALC | ALCON AG | $46.87万 | 0.10% | 6,985 | 6,985 | — | $46.87万 | 新建仓 |
| VLTO | VERALTO CORP | $46.65万 | 0.10% | 5,260 | 5,260 | — | $46.65万 | 新建仓 |
| CMPR | CIMPRESS PLC | $46.61万 | 0.10% | 4,583 | 4,583 | — | $46.61万 | 新建仓 |
| NFLX | NETFLIX INC. | $46.54万 | 0.10% | 6,518 | 6,518 | — | $46.54万 | 新建仓 |
| EQT | EQT CORP | $45.95万 | 0.10% | 8,642 | 5,427 | 168.8% | $28.86万 | 加仓 |
| BN | BROOKFIELD CORP | $44.95万 | 0.09% | 10,555 | 10,555 | — | $44.95万 | 新建仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $44.66万 | 0.09% | 3,132 | 3,132 | — | $44.66万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $44.54万 | 0.09% | 2,209 | 2,209 | — | $44.54万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $44.53万 | 0.09% | 10,434 | 6,907 | 195.8% | $29.48万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $43.63万 | 0.09% | 6,163 | 6,163 | — | $43.63万 | 新建仓 |
| PLUS | EPLUS INC | $43.61万 | 0.09% | 5,240 | 5,240 | — | $43.61万 | 新建仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $43.34万 | 0.09% | 3,165 | 2,033 | 179.6% | $27.84万 | 重新持有 |
| EFA | ISHARES TR | $43.29万 | 0.09% | 4,167 | 4,167 | — | $43.29万 | 新建仓 |
| FROG | JFROG LTD | $42.86万 | 0.09% | 4,716 | 4,716 | — | $42.86万 | 新建仓 |
| WY | WEYERHAEUSER CO | $42.17万 | 0.09% | 17,613 | 17,613 | — | $42.17万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $41.51万 | 0.09% | 815 | 815 | — | $41.51万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $41.43万 | 0.09% | 8,172 | 8,172 | — | $41.43万 | 新建仓 |
| ALAB | ASTERA LABS INC | $41.10万 | 0.09% | 851 | 851 | — | $41.10万 | 新建仓 |
| GNW | GENWORTH FINL INC | $40.71万 | 0.08% | 42,987 | 24,190 | 128.7% | $22.91万 | 加仓 |
| FCX | FREEPORT MCMORAN INC | $40.64万 | 0.08% | 6,463 | 6,463 | — | $40.64万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $40.31万 | 0.08% | 5,141 | 5,141 | — | $40.31万 | 新建仓 |
| TFII | TFI INTERNATIONAL INC | $39.94万 | 0.08% | 2,782 | 2,782 | — | $39.94万 | 新建仓 |
| PTC | PTC INC | $39.50万 | 0.08% | 3,477 | 3,477 | — | $39.50万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $39.34万 | 0.08% | 4,264 | 4,264 | — | $39.34万 | 新建仓 |
| ABG | ASBURY AUTOMOTIVE GROUP INC | $39.01万 | 0.08% | 1,940 | 1,940 | — | $39.01万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $38.49万 | 0.08% | 1,586 | 1,586 | — | $38.49万 | 新建仓 |
| RTO | RENTOKIL INITIAL PLC | $38.11万 | 0.08% | 13,321 | 13,321 | — | $38.11万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $37.40万 | 0.08% | 2,382 | 25 | 1.1% | $3,926 | 加仓 |
| PRSU | PURSUIT ATTRACTIONS AND HOSP | $36.63万 | 0.08% | 6,544 | 6,544 | — | $36.63万 | 新建仓 |
| AGG | ISHARES TR | $36.60万 | 0.08% | 3,698 | 3,698 | — | $36.60万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $36.25万 | 0.08% | 1,481 | 1,481 | — | $36.25万 | 新建仓 |
| FSV | FIRSTSERVICE CORP NEW | $35.57万 | 0.07% | 2,503 | 2,503 | — | $35.57万 | 新建仓 |
| J | JACOBS SOLUTIONS INC | $35.57万 | 0.07% | 2,823 | 1,280 | 83.0% | $16.13万 | 重新持有 |
| CLH | CLEAN HARBORS INC | $35.22万 | 0.07% | 1,179 | 1,179 | — | $35.22万 | 新建仓 |
| IDEV | ISHARES TR | $35.03万 | 0.07% | 3,936 | 3,936 | — | $35.03万 | 新建仓 |
| CAT | CATERPILLAR INC | $34.29万 | 0.07% | 322 | 322 | — | $34.29万 | 新建仓 |
| IUSG | ISHARES TR | $33.31万 | 0.07% | 1,771 | 1,771 | — | $33.31万 | 新建仓 |
| CHEF | CHEFS WHSE INC | $33.31万 | 0.07% | 3,466 | 3,466 | — | $33.31万 | 新建仓 |
| CBRE | CBRE GROUP INC | $33.27万 | 0.07% | 2,470 | 2,470 | — | $33.27万 | 新建仓 |
| AEIS | ADVANCED ENERGY INDS | $33.22万 | 0.07% | 891 | 891 | — | $33.22万 | 新建仓 |
| POWL | POWELL INDS INC | $33.13万 | 0.07% | 1,157 | 1,157 | — | $33.13万 | 新建仓 |
| NPO | ENPRO INC | $33.09万 | 0.07% | 878 | 878 | — | $33.09万 | 新建仓 |
| BA | BOEING CO | $33.03万 | 0.07% | 1,526 | 1,526 | — | $33.03万 | 新建仓 |
| APTV | APTIV PLC | $32.75万 | 0.07% | 5,336 | 5,336 | — | $32.75万 | 新建仓 |
| RGEN | REPLIGEN CORP | $32.53万 | 0.07% | 2,384 | 2,384 | — | $32.53万 | 新建仓 |
| VTI | VANGUARD INDEX FDS | $32.08万 | 0.07% | 867 | 0 | 0.0% | — | 不变 |
| SM | SM ENERGY COMPANY | $32.01万 | 0.07% | 12,266 | 12,266 | — | $32.01万 | 新建仓 |
| IMKTA | INGLES MKTS INC | $32.01万 | 0.07% | 3,614 | 3,614 | — | $32.01万 | 新建仓 |
| LTH | LIFE TIME GROUP HOLDINGS INC | $31.79万 | 0.07% | 7,783 | 7,783 | — | $31.79万 | 新建仓 |
| ESI | ELEMENT SOLUTIONS INC | $31.58万 | 0.07% | 6,613 | 6,613 | — | $31.58万 | 新建仓 |
| AIR | AAR CORP | $31.40万 | 0.07% | 2,197 | 2,197 | — | $31.40万 | 新建仓 |
| TTAM | TITAN AMER SA | $31.40万 | 0.07% | 16,828 | 16,828 | — | $31.40万 | 新建仓 |
| LIVN | LIVANOVA PLC | $31.30万 | 0.06% | 3,806 | 3,806 | — | $31.30万 | 新建仓 |
| DAL | DELTA AIR LINES INC | $31.12万 | 0.06% | 3,323 | 3,323 | — | $31.12万 | 新建仓 |
| AGYS | AGILYSYS INC | $30.87万 | 0.06% | 2,954 | 2,954 | — | $30.87万 | 新建仓 |
| COO | COOPER COS INC | $30.57万 | 0.06% | 4,263 | 4,263 | — | $30.57万 | 新建仓 |
| PSMT | PRICESMART INC | $30.53万 | 0.06% | 1,563 | 1,563 | — | $30.53万 | 新建仓 |
| IUSV | ISHARES TR | $30.10万 | 0.06% | 2,733 | 2,733 | — | $30.10万 | 新建仓 |
| RF | REGIONS FINANCIAL CORP NEW | $30.03万 | 0.06% | 9,943 | 9,943 | — | $30.03万 | 新建仓 |
| AGO | ASSURED GUARANTY LTD | $29.88万 | 0.06% | 3,728 | 3,728 | — | $29.88万 | 新建仓 |
| MOD | MODINE MFG CO | $29.85万 | 0.06% | 1,118 | 1,118 | — | $29.85万 | 新建仓 |
| SF | STIFEL FINL CORP | $29.82万 | 0.06% | 4,274 | 4,274 | — | $29.82万 | 新建仓 |
| THG | HANOVER INS GROUP INC | $29.78万 | 0.06% | 1,391 | 1,391 | — | $29.78万 | 新建仓 |
| CHE | CHEMED CORP NEW | $29.76万 | 0.06% | 639 | 639 | — | $29.76万 | 新建仓 |
| AIT | APPLIED INDL TECHNOLOGIES IN | $29.72万 | 0.06% | 879 | 879 | — | $29.72万 | 新建仓 |
| MS | MORGAN STANLEY | $29.55万 | 0.06% | 1,414 | 1,414 | — | $29.55万 | 新建仓 |
| SHOP | SHOPIFY INC | $29.48万 | 0.06% | 2,582 | -95 | -3.5% | -$1.08万 | 重新持有 |
| QNT | QUANTINUUM INC | $29.43万 | 0.06% | 3,600 | 3,600 | — | $29.43万 | 新建仓 |
| MTDR | MATADOR RES CO | $29.39万 | 0.06% | 5,903 | 5,903 | — | $29.39万 | 新建仓 |
| WFRD | WEATHERFORD INTL PLC | $29.23万 | 0.06% | 3,586 | 3,586 | — | $29.23万 | 新建仓 |
| FESM | FIDELITY COVINGTON TRUST | $29.11万 | 0.06% | 6,028 | 6,028 | — | $29.11万 | 新建仓 |
| TER | TERADYNE INC | $28.93万 | 0.06% | 598 | -154 | -20.5% | -$7.45万 | 减仓 |
| SPXC | SPX TECHNOLOGIES INC | $28.54万 | 0.06% | 1,164 | 1,164 | — | $28.54万 | 新建仓 |
| SKT | TANGER INC | $28.00万 | 0.06% | 7,094 | 7,094 | — | $28.00万 | 新建仓 |
| ADC | AGREE RLTY CORP | $27.78万 | 0.06% | 3,668 | 3,668 | — | $27.78万 | 新建仓 |
| GE | GE AEROSPACE | $27.77万 | 0.06% | 743 | 743 | — | $27.77万 | 新建仓 |
| WSC | WILLSCOT HLDGS CORP | $27.31万 | 0.06% | 9,463 | 9,463 | — | $27.31万 | 新建仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $27.05万 | 0.06% | 130 | 130 | — | $27.05万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $27.01万 | 0.06% | 3,241 | 3,241 | — | $27.01万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $26.77万 | 0.06% | 3,997 | 3,997 | — | $26.77万 | 新建仓 |
| EVR | EVERCORE INC | $26.77万 | 0.06% | 784 | 784 | — | $26.77万 | 新建仓 |
| PVH | PVH CORPORATION | $26.54万 | 0.06% | 3,574 | 3,574 | — | $26.54万 | 新建仓 |
| KMX | CARMAX INC | $26.49万 | 0.05% | 5,008 | 5,008 | — | $26.49万 | 新建仓 |
| XPO | XPO INC | $26.36万 | 0.05% | 1,284 | 1,284 | — | $26.36万 | 新建仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $26.29万 | 0.05% | 6,213 | 6,213 | — | $26.29万 | 新建仓 |
| GLW | CORNING INC | $26.16万 | 0.05% | 1,024 | 1,024 | — | $26.16万 | 新建仓 |
| WTFC | WINTRUST FINL CORP | $25.97万 | 0.05% | 1,616 | 1,616 | — | $25.97万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION | $25.90万 | 0.05% | 10,598 | 10,598 | — | $25.90万 | 新建仓 |
| FBK | FB FINL CORP | $25.44万 | 0.05% | 4,596 | 4,596 | — | $25.44万 | 新建仓 |
| GILD | GILEAD SCIENCES INC | $25.41万 | 0.05% | 2,011 | 2,011 | — | $25.41万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $25.37万 | 0.05% | 3,383 | 3,383 | — | $25.37万 | 新建仓 |