Taylor Frigon Capital Management LLC
SCOTTSDALE AZ · SEC CIK 0001632665
$1.76亿2026Q1 申报市值
93持仓数
16.7%前十大占比 · 第一大 2.0%
3 / 3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
PLTR 新建仓+$237.76万
PANW 新建仓+$157.54万
AJG 新建仓+$157.11万
CDNL 加仓+$145.83万
MNDY 加仓+$102.93万
2026Q1 卖出最多 按季末市值估算
MPWR 减仓-$245.02万
CYBERARK SOFTWAR 清仓-$229.94万
TSEM 减仓-$227.51万
CAMT 减仓-$186.39万
KLAC 减仓-$157.25万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -5,155 | -100.0% | -$229.94万 | 清仓 |
| FPI | FARMLAND PARTNERS INC | $0 | 0.00% | 0 | -143,622 | -100.0% | -$139.17万 | 清仓 |
| INMD | INMODE LTD | $0 | 0.00% | 0 | -86,262 | -100.0% | -$124.24万 | 清仓 |
| SMR | NUSCALE PWR CORP | $19.12万 | 0.11% | 17,634 | 215 | 1.2% | $2,331 | 加仓 |
| — | VUZIX CORP | $74.62万 | 0.42% | 323,041 | -1,378 | -0.4% | -$3,183 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $95.37万 | 0.54% | 6,641 | -259 | -3.8% | -$3.72万 | 减仓 |
| HD | HOME DEPOT INC | $100.28万 | 0.57% | 3,049 | -97 | -3.1% | -$3.19万 | 减仓 |
| POOL | POOL CORP | $108.05万 | 0.61% | 5,340 | -140 | -2.6% | -$2.83万 | 减仓 |
| TSCO | TRACTOR SUPPLY CO | $116.98万 | 0.67% | 25,824 | -891 | -3.3% | -$4.04万 | 减仓 |
| MKC | MCCORMICK & CO INC | $117.52万 | 0.67% | 23,298 | -739 | -3.1% | -$3.73万 | 减仓 |
| CLPT | CLEARPOINT NEURO INC | $120.03万 | 0.68% | 131,901 | -517 | -0.4% | -$4,705 | 减仓 |
| CBZ | CBIZ INC | $121.62万 | 0.69% | 45,297 | 255 | 0.6% | $6,847 | 加仓 |
| GTLB | GITLAB INC | $124.89万 | 0.71% | 57,714 | 184 | 0.3% | $3,982 | 加仓 |
| FDS | FACTSET RESH SYS INC | $126.40万 | 0.72% | 5,825 | -197 | -3.3% | -$4.27万 | 减仓 |
| VITL | VITAL FARMS INC | $127.04万 | 0.72% | 89,972 | 50,718 | 129.2% | $71.61万 | 加仓 |
| SYK | STRYKER CORPORATION | $128.48万 | 0.73% | 3,910 | -176 | -4.3% | -$5.78万 | 减仓 |
| FVRR | FIVERR INTL LTD | $134.88万 | 0.77% | 101,492 | -646 | -0.6% | -$8,585 | 减仓 |
| QCOM | QUALCOMM INC | $137.28万 | 0.78% | 10,660 | -383 | -3.5% | -$4.93万 | 减仓 |
| FAST | FASTENAL CO | $137.34万 | 0.78% | 29,598 | -1,286 | -4.2% | -$5.97万 | 减仓 |
| MBLY | MOBILEYE GLOBAL INC | $138.68万 | 0.79% | 201,864 | -838 | -0.4% | -$5,757 | 减仓 |
| STE | STERIS PLC | $141.04万 | 0.80% | 6,378 | -219 | -3.3% | -$4.84万 | 减仓 |
| — | AVALONBAY CMNTYS INC | $144.04万 | 0.82% | 8,818 | -299 | -3.3% | -$4.88万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $144.59万 | 0.82% | 97,104 | -3,333 | -3.3% | -$4.96万 | 减仓 |
| GCMG | GCM GROSVENOR INC | $147.20万 | 0.84% | 150,206 | -4,631 | -3.0% | -$4.54万 | 减仓 |
| TTC | TORO CO | $147.70万 | 0.84% | 15,807 | -961 | -5.7% | -$8.98万 | 减仓 |
| SYY | SYSCO CORP | $148.46万 | 0.84% | 20,813 | -838 | -3.9% | -$5.98万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $148.48万 | 0.84% | 11,626 | -382 | -3.2% | -$4.88万 | 减仓 |
| TJX | TJX COS INC NEW | $149.48万 | 0.85% | 9,360 | -409 | -4.2% | -$6.53万 | 减仓 |
| WSO | WATSCO INC | $149.88万 | 0.85% | 4,120 | -111 | -2.6% | -$4.04万 | 减仓 |
| — | APYX MEDICAL CORPORATION | $152.97万 | 0.87% | 414,559 | -23,402 | -5.3% | -$8.64万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $157.11万 | 0.89% | 7,254 | 7,254 | — | $157.11万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $157.54万 | 0.90% | 9,826 | 9,826 | — | $157.54万 | 新建仓 |
| GGG | GRACO INC | $158.35万 | 0.90% | 18,706 | -820 | -4.2% | -$6.94万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $159.13万 | 0.91% | 5,261 | -153 | -2.8% | -$4.63万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $160.29万 | 0.91% | 34,531 | -340 | -1.0% | -$1.58万 | 减仓 |
| ROL | ROLLINS INC | $160.61万 | 0.91% | 30,072 | -1,871 | -5.9% | -$9.99万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $160.80万 | 0.91% | 94,645 | -3,405 | -3.5% | -$5.79万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $161.67万 | 0.92% | 10,230 | -463 | -4.3% | -$7.32万 | 减仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $163.98万 | 0.93% | 287,691 | -1,261 | -0.4% | -$7,188 | 减仓 |
| AVY | AVERY DENNISON CORP | $164.00万 | 0.93% | 9,498 | -360 | -3.7% | -$6.22万 | 减仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $167.05万 | 0.95% | 18,105 | -650 | -3.5% | -$6.00万 | 减仓 |
| EXR | EXTRA SPACE STORAGE INC | $168.99万 | 0.96% | 12,888 | -494 | -3.7% | -$6.48万 | 减仓 |
| ALL | ALLSTATE CORP | $169.79万 | 0.97% | 8,189 | -624 | -7.1% | -$12.94万 | 减仓 |
| APH | AMPHENOL CORP | $170.65万 | 0.97% | 13,506 | -412 | -3.0% | -$5.21万 | 减仓 |
| TXN | TEXAS INSTRS INC | $176.18万 | 1.00% | 9,075 | -393 | -4.2% | -$7.63万 | 减仓 |
| — | COMPUGEN LTD | $180.63万 | 1.03% | 848,043 | -21,184 | -2.4% | -$4.51万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $187.41万 | 1.07% | 118,017 | 31,081 | 35.8% | $49.36万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $189.03万 | 1.08% | 35,339 | -1,509 | -4.1% | -$8.07万 | 减仓 |
| EPAM | EPAM SYS INC | $190.93万 | 1.09% | 13,471 | -63 | -0.5% | -$8,929 | 减仓 |
| WMB | WILLIAMS COS INC | $192.42万 | 1.09% | 26,438 | -1,016 | -3.7% | -$7.39万 | 减仓 |
| VNOM | VIPER ENERGY INC | $192.69万 | 1.10% | 41,006 | -1,378 | -3.3% | -$6.48万 | 减仓 |
| P | EVERPURE INC | $193.04万 | 1.10% | 32,696 | -225 | -0.7% | -$1.33万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $196.02万 | 1.12% | 19,718 | -105 | -0.5% | -$1.04万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $196.20万 | 1.12% | 1,969 | -92 | -4.5% | -$9.17万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $196.27万 | 1.12% | 13,410 | -107 | -0.8% | -$1.57万 | 减仓 |
| NICE | NICE LTD | $198.41万 | 1.13% | 17,995 | 1,329 | 8.0% | $14.65万 | 加仓 |
| CCI | CROWN CASTLE INC | $199.11万 | 1.13% | 24,488 | -539 | -2.2% | -$4.38万 | 减仓 |
| IDXX | IDEXX LABS INC | $201.94万 | 1.15% | 3,594 | -24 | -0.7% | -$1.35万 | 减仓 |
| PI | IMPINJ INC | $202.66万 | 1.15% | 19,733 | 2,558 | 14.9% | $26.27万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $202.82万 | 1.15% | 1,855 | -2,241 | -54.7% | -$245.02万 | 减仓 |
| MNDY | MONDAY COM LTD | $204.26万 | 1.16% | 29,556 | 14,894 | 101.6% | $102.93万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $204.98万 | 1.17% | 70,128 | -2,726 | -3.7% | -$7.97万 | 减仓 |
| BILL | BILL HOLDINGS INC | $207.51万 | 1.18% | 54,181 | -263 | -0.5% | -$1.01万 | 减仓 |
| DXCM | DEXCOM INC | $210.49万 | 1.20% | 33,517 | -261 | -0.8% | -$1.64万 | 减仓 |
| TOST | TOAST INC | $210.80万 | 1.20% | 79,518 | 17,487 | 28.2% | $46.36万 | 加仓 |
| WIX | WIX COM LTD | $211.95万 | 1.21% | 23,532 | 5,812 | 32.8% | $52.35万 | 加仓 |
| FHI | FEDERATED HERMES INC | $212.90万 | 1.21% | 37,541 | -2,297 | -5.8% | -$13.03万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $213.17万 | 1.21% | 10,395 | -4,782 | -31.5% | -$98.06万 | 减仓 |
| KLAC | KLA CORP | $214.68万 | 1.22% | 1,458 | -1,068 | -42.3% | -$157.25万 | 减仓 |
| SYM | SYMBOTIC INC | $215.23万 | 1.22% | 40,457 | -283 | -0.7% | -$1.51万 | 减仓 |
| CAMT | CAMTEK LTD | $219.30万 | 1.25% | 14,465 | -12,294 | -45.9% | -$186.39万 | 减仓 |
| MDB | MONGODB INC | $221.00万 | 1.26% | 9,029 | -49 | -0.5% | -$1.20万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $221.86万 | 1.26% | 88,708 | 16,697 | 23.2% | $41.76万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $226.12万 | 1.29% | 39,670 | -223 | -0.6% | -$1.27万 | 减仓 |
| EQIX | EQUINIX INC | $227.71万 | 1.30% | 2,323 | -74 | -3.1% | -$7.25万 | 减仓 |
| TTAN | SERVICETITAN INC | $230.99万 | 1.31% | 36,400 | 9,632 | 36.0% | $61.12万 | 加仓 |
| HTGC | HERCULES CAPITAL INC | $234.09万 | 1.33% | 158,491 | -4,797 | -2.9% | -$7.09万 | 减仓 |
| BROS | DUTCH BROS INC | $234.26万 | 1.33% | 46,242 | -284 | -0.6% | -$1.44万 | 减仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $234.44万 | 1.33% | 149,610 | 31,135 | 26.3% | $48.79万 | 加仓 |
| QUIK | QUICKLOGIC CORP | $235.01万 | 1.34% | 250,547 | -2,803 | -1.1% | -$2.63万 | 减仓 |
| DLR | DIGITAL RLTY TR INC | $236.99万 | 1.35% | 13,151 | -516 | -3.8% | -$9.30万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $237.76万 | 1.35% | 16,254 | 16,254 | — | $237.76万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $242.42万 | 1.38% | 134,528 | -4,155 | -3.0% | -$7.49万 | 减仓 |
| KRNT | KORNIT DIGITAL LTD | $247.46万 | 1.41% | 154,150 | -1,032 | -0.7% | -$1.66万 | 减仓 |
| GKOS | GLAUKOS CORP | $252.41万 | 1.44% | 23,445 | -4,980 | -17.5% | -$53.61万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $252.62万 | 1.44% | 25,504 | -97 | -0.4% | -$9,608 | 减仓 |
| ALAB | ASTERA LABS INC | $260.73万 | 1.48% | 23,789 | -2,278 | -8.7% | -$24.97万 | 减仓 |
| TW | TRADEWEB MKTS INC | $263.99万 | 1.50% | 22,437 | -174 | -0.8% | -$2.05万 | 减仓 |
| MAIN | MAIN STR CAP CORP | $265.22万 | 1.51% | 50,079 | -3,072 | -5.8% | -$16.27万 | 减仓 |
| CVNA | CARVANA CO | $275.43万 | 1.57% | 8,761 | 923 | 11.8% | $29.02万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $281.62万 | 1.60% | 30,001 | -130 | -0.4% | -$1.22万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $294.68万 | 1.68% | 16,793 | -12,965 | -43.6% | -$227.51万 | 减仓 |
| PWR | QUANTA SVCS INC | $310.14万 | 1.76% | 5,649 | -79 | -1.4% | -$4.34万 | 减仓 |
| GEV | GE VERNOVA INC | $319.31万 | 1.82% | 3,658 | -48 | -1.3% | -$4.19万 | 减仓 |
| NET | CLOUDFLARE INC | $321.42万 | 1.83% | 15,577 | -173 | -1.1% | -$3.57万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $344.10万 | 1.96% | 86,774 | 36,774 | 73.5% | $145.83万 | 加仓 |