13FBOX
挪威Storebrand资产管理 · 13F 持仓分析
期权收益计算器 机构排行

挪威Storebrand资产管理

STOREBRAND ASSET MANAGEMENT ASNo.232 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$406.11亿
环比变动 Q1 2026
+$129.86亿+47.0%
持仓股票数
762
新买入
98
加仓
274
减仓
382
清仓
198
持股不变
8
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
英伟达NVDA
6.78%2.42%$27.53亿1,375.8万股$6.67亿134.8万股+1,241.0万股+920.80%加仓
苹果AAPL
5.93%5.53%$24.07亿831.8万股$15.29亿794.1万股+37.7万股+4.74%加仓
微软MSFT
3.73%5.79%$15.17亿406.6万股$15.99亿425.2万股-18.7万股-4.39%减仓
亚马逊AMZN
3.45%1.04%$14.00亿587.3万股$2.87亿188.7万股+398.6万股+211.26%加仓
谷歌AGOOGL
3.01%1.69%$12.22亿341.8万股$4.66亿333.7万股+8.1万股+2.43%加仓
AAlphabet Inc Class CGOOG
2.59%1.89%$10.50亿297.3万股$5.21亿369.5万股-72.3万股-19.56%减仓
博通AVGO
2.29%1.25%$9.30亿246.1万股$3.45亿30.9万股+215.2万股+696.17%加仓
美光科技MU
1.7%0.13%$6.91亿59.8万股$3,640.8万42.7万股+17.2万股+40.29%加仓
Meta平台META
1.65%1.53%$6.68亿118.7万股$4.22亿119.2万股-5,719股-0.48%减仓
特斯拉TSLA
1.62%0.51%$6.57亿156.2万股$1.42亿57.0万股+99.2万股+174.10%加仓
VisaV
1.51%1.76%$6.15亿179.3万股$4.86亿186.8万股-7.5万股-4.00%减仓
礼来LLY
1.39%1.02%$5.66亿47.2万股$2.83亿48.5万股-1.3万股-2.72%减仓
摩根大通JPM
1.39%1.6%$5.62亿171.8万股$4.43亿260.5万股-88.7万股-34.05%减仓
AMD超威AMD
1.23%0.49%$5.00亿86.1万股$1.35亿91.4万股-5.3万股-5.76%减仓
万事达MA
0.96%1.27%$3.89亿75.8万股$3.51亿82.3万股-6.5万股-7.90%减仓
应用材料AMAT
0.91%0.42%$3.68亿50.9万股$1.16亿71.4万股-20.5万股-28.66%减仓
泛林集团LRCX
0.9%0.24%$3.66亿84.5万股$6,685.7万8.5万股+75.9万股+889.68%加仓
思科CSCO
0.85%0.58%$3.46亿294.2万股$1.60亿316.5万股-22.3万股-7.04%减仓
英特尔INTC
0.78%0.37%$3.18亿228.0万股$1.02亿203.4万股+24.6万股+12.10%加仓
WASTE MGMT DELWM
0.76%0.92%$3.09亿138.8万股$2.54亿142.0万股-3.2万股-2.26%减仓
PALO ALTOPANW
0.73%0.56%$2.95亿86.6万股$1.55亿52.6万股+34.0万股+64.70%加仓
QUANTA SVCSPWR
0.7%0.09%$2.85亿39.6万股$2,521.2万11.7万股+27.9万股+238.65%加仓
科磊KLAC
0.69%0.19%$2.81亿93.0万股$5,344.5万9.2万股+83.8万股+911.28%加仓
艾伯维ABBV
0.67%0.56%$2.71亿107.8万股$1.54亿99.2万股+8.7万股+8.76%加仓
BBANK OF AMERBAC
0.66%0.51%$2.66亿467.1万股$1.42亿422.0万股+45.1万股+10.69%加仓
雅培ABT
0.64%1.04%$2.59亿285.9万股$2.87亿260.7万股+25.2万股+9.68%加仓
可口可乐KO
0.63%0.62%$2.56亿315.1万股$1.71亿289.5万股+25.6万股+8.84%加仓
宝洁PG
0.61%0.72%$2.48亿168.9万股$2.00亿136.4万股+32.5万股+23.82%加仓
高盛GS
0.58%0.32%$2.36亿23.3万股$8,815.5万22.9万股+4,846股+2.12%加仓
C花旗集团C
0.55%0.37%$2.24亿160.3万股$1.03亿200.7万股-40.5万股-20.16%减仓
默沙东MRK
0.53%0.69%$2.17亿168.6万股$1.91亿175.5万股-6.9万股-3.95%减仓
CrowdStrikeCRWD
0.52%0.41%$2.10亿27.5万股$1.13亿44.2万股-16.7万股-37.76%减仓
林德LIN
0.48%0.55%$1.97亿37.9万股$1.51亿36.9万股+1.0万股+2.81%加仓
联合健康UNH
0.47%1.02%$1.91亿46.1万股$2.81亿53.3万股-7.3万股-13.67%减仓
西部数据WDC
0.47%0.04%$1.91亿29.8万股$1,065.0万20.3万股+9.5万股+46.72%加仓
穆迪MCO
0.46%0.83%$1.86亿41.1万股$2.28亿58.4万股-17.3万股-29.65%减仓
家得宝HD
0.45%1.18%$1.83亿51.8万股$3.25亿93.7万股-42.0万股-44.77%减仓
DDELL TECHNOLOGIES INC CLASS CDELL
0.45%0.2%$1.82亿42.1万股$5,476.9万71.6万股-29.5万股-41.14%减仓
康宁GLW
0.45%0.04%$1.81亿70.8万股$1,004.4万33.0万股+37.8万股+114.54%加仓
WELLTOWER COMWELL
0.44%0.05%$1.80亿79.1万股$1,435.4万15.9万股+63.2万股+396.89%加仓
NETFLIXNFLX
0.43%0.44%$1.75亿244.7万股$1.21亿24.8万股+220.0万股+888.41%加仓
摩根士丹利MS
0.43%0.26%$1.74亿83.4万股$7,137.3万76.5万股+6.8万股+8.93%加仓
希捷STX
0.42%0.03%$1.71亿17.7万股$760.1万8.9万股+8.8万股+98.60%加仓
威瑞森VZ
0.41%0.46%$1.67亿394.2万股$1.27亿335.7万股+58.4万股+17.41%加仓
MMARSH & MCLENNAN COS COMMRSH
0.4%0.78%$1.62亿97.5万股$2.15亿113.5万股-16.0万股-14.13%减仓
明晟MSCI
0.4%0.61%$1.61亿28.8万股$1.70亿30.0万股-1.2万股-4.13%减仓
REPUBLIC SVCSRSG
0.39%0.28%$1.59亿74.6万股$7,759.1万47.1万股+27.5万股+58.49%加仓
AMERICAN WTR WKS NEWAWK
0.38%0.32%$1.54亿117.2万股$8,802.2万66.7万股+50.5万股+75.74%加仓
迪尔DE
0.37%0.29%$1.50亿23.6万股$8,090.6万20.2万股+3.4万股+16.80%加仓
德州仪器TXN
0.37%0.31%$1.49亿50.1万股$8,638.4万50.7万股-5,716股-1.13%减仓

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