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 |
|---|---|---|---|---|---|---|---|---|
| VNT | VONTIER CORPORATION | $25.26万 | 0.05% | 8,711 | 8,711 | — | $25.26万 | 新建仓 |
| MLI | MUELLER INDS INC | $25.24万 | 0.05% | 2,053 | 2,053 | — | $25.24万 | 新建仓 |
| PFBC | PREFERRED BK LOS ANGELES CA | $25.18万 | 0.05% | 2,370 | 2,370 | — | $25.18万 | 新建仓 |
| SSB | SOUTHSTATE BK CORP | $24.92万 | 0.05% | 2,494 | 2,494 | — | $24.92万 | 新建仓 |
| FN | FABRINET | $24.73万 | 0.05% | 440 | 440 | — | $24.73万 | 新建仓 |
| CALM | CAL MAINE FOODS INC | $24.72万 | 0.05% | 3,069 | 3,069 | — | $24.72万 | 新建仓 |
| WELL | WELLTOWER INC | $24.69万 | 0.05% | 1,088 | 1,088 | — | $24.69万 | 新建仓 |
| SKYW | SKYWEST INC | $24.51万 | 0.05% | 2,468 | 2,468 | — | $24.51万 | 新建仓 |
| PRKS | UNITED PARKS & RESORTS INC | $24.47万 | 0.05% | 5,125 | 5,125 | — | $24.47万 | 新建仓 |
| MDU | MDU RES GROUP INC | $24.17万 | 0.05% | 11,395 | 11,395 | — | $24.17万 | 新建仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $24.14万 | 0.05% | 3,140 | 3,140 | — | $24.14万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $24.05万 | 0.05% | 962 | 962 | — | $24.05万 | 新建仓 |
| BRZE | BRAZE INC | $24.04万 | 0.05% | 11,083 | 11,083 | — | $24.04万 | 新建仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $23.68万 | 0.05% | 1,476 | 1,476 | — | $23.68万 | 新建仓 |
| ENSG | ENSIGN GROUP INC | $23.68万 | 0.05% | 1,477 | 1,477 | — | $23.68万 | 新建仓 |
| MIRM | MIRUM PHARMACEUTICALS INC | $23.66万 | 0.05% | 2,021 | 2,021 | — | $23.66万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $23.55万 | 0.05% | 4,634 | 4,634 | — | $23.55万 | 新建仓 |
| INGM | INGRAM MICRO HLDG CORP | $23.50万 | 0.05% | 8,568 | 8,568 | — | $23.50万 | 新建仓 |
| STAG | STAG INDUSTRIAL INC | $23.40万 | 0.05% | 6,147 | 6,147 | — | $23.40万 | 新建仓 |
| MCO | MOODYS CORP | $23.37万 | 0.05% | 516 | -265 | -33.9% | -$12.00万 | 减仓 |
| SWX | SOUTHWEST GAS HLDGS INC | $23.13万 | 0.05% | 2,608 | 2,608 | — | $23.13万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $22.56万 | 0.05% | 3,126 | 3,126 | — | $22.56万 | 新建仓 |
| TGTX | TG THERAPEUTICS INC | $22.55万 | 0.05% | 4,105 | 4,105 | — | $22.55万 | 新建仓 |
| AVNT | AVIENT CORPORATION | $22.42万 | 0.05% | 6,067 | 6,067 | — | $22.42万 | 新建仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $22.35万 | 0.05% | 2,568 | 2,568 | — | $22.35万 | 新建仓 |
| DOLE | DOLE PLC | $22.21万 | 0.05% | 16,188 | 16,188 | — | $22.21万 | 新建仓 |
| EXE | EXPAND ENERGY CORPORATION | $22.14万 | 0.05% | 2,428 | 0 | 0.0% | — | 不变 |
| NWE | NORTHWESTERN ENERGY GROUP IN | $21.76万 | 0.05% | 3,038 | 3,038 | — | $21.76万 | 新建仓 |
| ALKS | ALKERMES PLC | $21.57万 | 0.04% | 4,116 | 4,116 | — | $21.57万 | 新建仓 |
| LNTH | LANTHEUS HLDGS INC | $21.46万 | 0.04% | 1,934 | 1,934 | — | $21.46万 | 新建仓 |
| VSXY | VICTORIAS SECRET AND CO | $21.19万 | 0.04% | 2,538 | 2,538 | — | $21.19万 | 新建仓 |
| COHR | COHERENT CORP | $20.95万 | 0.04% | 531 | 531 | — | $20.95万 | 新建仓 |
| AMRZ | AMRIZE LTD | $20.90万 | 0.04% | 3,922 | 3,922 | — | $20.90万 | 新建仓 |
| PCVX | VAXCYTE INC | $20.87万 | 0.04% | 3,591 | 3,591 | — | $20.87万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $20.70万 | 0.04% | 1,144 | 1,144 | — | $20.70万 | 新建仓 |
| CWEN | CLEARWAY ENERGY INC | $20.52万 | 0.04% | 6,004 | 6,004 | — | $20.52万 | 新建仓 |
| BOOT | BOOT BARN HLDGS INC | $20.52万 | 0.04% | 1,249 | 1,249 | — | $20.52万 | 新建仓 |
| UFPI | UFP INDUSTRIES INC | $20.51万 | 0.04% | 2,260 | 2,260 | — | $20.51万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $20.36万 | 0.04% | 406 | 406 | — | $20.36万 | 新建仓 |
| CVSA | COVISTA INC | $20.32万 | 0.04% | 1,630 | 1,630 | — | $20.32万 | 新建仓 |
| DV | DOUBLEVERIFY HLDGS INC | $17.69万 | 0.04% | 16,319 | 16,319 | — | $17.69万 | 新建仓 |
| CNNE | CANNAE HLDGS INC | $17.32万 | 0.04% | 12,026 | 12,026 | — | $17.32万 | 新建仓 |
| IRT | INDEPENDENCE RLTY TR INC | $16.97万 | 0.04% | 10,168 | 10,168 | — | $16.97万 | 新建仓 |
| ONDS | ONDAS INC | $16.48万 | 0.03% | 20,000 | 20,000 | — | $16.48万 | 新建仓 |
| INFQ | INFLEQTION INC | $15.98万 | 0.03% | 12,000 | 12,000 | — | $15.98万 | 新建仓 |
| DNOW | DNOW INC | $14.75万 | 0.03% | 11,370 | 11,370 | — | $14.75万 | 新建仓 |
| XNDU | XANADU QUANTUM TECHNOLO LTD | $14.53万 | 0.03% | 12,000 | 12,000 | — | $14.53万 | 新建仓 |
| NOMD | NOMAD FOODS LTD | $12.00万 | 0.02% | 10,956 | 10,956 | — | $12.00万 | 新建仓 |
| SNAP | SNAP INC | $9.14万 | 0.02% | 20,587 | 20,587 | — | $9.14万 | 新建仓 |
| RPC | RIDGEPOST CAP INC | $8.50万 | 0.02% | 10,800 | 10,800 | — | $8.50万 | 新建仓 |
| JBI | JANUS INTERNATIONAL GROUP IN | $7.62万 | 0.02% | 13,730 | 13,730 | — | $7.62万 | 新建仓 |
| IBN | ICICI BANK LIMITED | $0 | 0.00% | 0 | -15,401 | -100.0% | -$39.89万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -941 | -100.0% | -$37.31万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -7,030 | -100.0% | -$31.25万 | 清仓 |
| BNY | BANK NEW YORK MELLON CORP | $0 | 0.00% | 0 | -2,609 | -100.0% | -$30.95万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -609 | -100.0% | -$25.90万 | 清仓 |
| UNF | UNIFIRST CORP MASS | $0 | 0.00% | 0 | -860 | -100.0% | -$21.64万 | 清仓 |
| MUSA | MURPHY USA INC | $0 | 0.00% | 0 | -427 | -100.0% | -$21.09万 | 清仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $0 | 0.00% | 0 | -11,304 | -100.0% | -$11.24万 | 清仓 |