Taylor Frigon Capital Management LLC
SCOTTSDALE AZ · SEC CIK 0001632665
$2.14亿2026Q2 申报市值
93持仓数
21.2%前十大占比 · 第一大 3.0%
2 / 2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
FIG 新建仓+$210.93万
LLY 新建仓+$200.54万
GTLB 加仓+$138.67万
VITL 加仓+$114.92万
PANW 加仓+$102.68万
2026Q2 卖出最多 按季末市值估算
ALAB 减仓-$507.32万
MRVL 减仓-$332.77万
CDNL 减仓-$320.48万
CRDO 减仓-$295.45万
QUIK 减仓-$219.27万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| ALAB | ASTERA LABS INC | $641.74万 | 3.00% | 13,286 | -10,503 | -44.2% | -$507.32万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $520.43万 | 2.44% | 19,137 | -10,864 | -36.2% | -$295.45万 | 减仓 |
| CDNL | CARDINAL INFRASTRUCTURE GROU | $496.93万 | 2.33% | 52,753 | -34,021 | -39.2% | -$320.48万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $437.77万 | 2.05% | 12,837 | 3,011 | 30.6% | $102.68万 | 加仓 |
| KLAC | KLA CORP | $435.58万 | 2.04% | 14,437 | -143 | -1.0% | -$4.31万 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $434.04万 | 2.03% | 16,653 | -140 | -0.8% | -$3.65万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $426.97万 | 2.00% | 14,333 | -11,171 | -43.8% | -$332.77万 | 减仓 |
| ONTO | ONTO INNOVATION INC | $390.45万 | 1.83% | 10,317 | -78 | -0.8% | -$2.95万 | 减仓 |
| NET | CLOUDFLARE INC | $379.20万 | 1.77% | 15,460 | -117 | -0.8% | -$2.87万 | 减仓 |
| CVNA | CARVANA CO | $375.54万 | 1.76% | 57,055 | 13,250 | 30.2% | $87.21万 | 加仓 |
| GEV | GE VERNOVA INC | $369.73万 | 1.73% | 3,147 | -511 | -14.0% | -$60.04万 | 减仓 |
| PWR | QUANTA SVCS INC | $362.25万 | 1.70% | 5,031 | -618 | -10.9% | -$44.50万 | 减仓 |
| BROS | DUTCH BROS INC | $331.21万 | 1.55% | 46,123 | -119 | -0.3% | -$8,545 | 减仓 |
| GKOS | GLAUKOS CORP | $326.83万 | 1.53% | 23,385 | -60 | -0.3% | -$8,386 | 减仓 |
| GTLB | GITLAB INC | $314.87万 | 1.47% | 103,135 | 45,421 | 78.7% | $138.67万 | 加仓 |
| MDB | MONGODB INC | $302.38万 | 1.42% | 9,002 | -27 | -0.3% | -$9,069 | 减仓 |
| PI | IMPINJ INC | $282.66万 | 1.32% | 19,735 | 2 | 0.0% | $286 | 加仓 |
| QUIK | QUICKLOGIC CORP | $281.07万 | 1.32% | 140,746 | -109,801 | -43.8% | -$219.27万 | 减仓 |
| SOFI | SOFI TECHNOLOGIES INC | $278.37万 | 1.30% | 155,252 | 37,235 | 31.6% | $66.76万 | 加仓 |
| MBLY | MOBILEYE GLOBAL INC | $275.11万 | 1.29% | 284,206 | 82,342 | 40.8% | $79.71万 | 加仓 |
| SYM | SYMBOTIC INC | $272.85万 | 1.28% | 60,700 | 20,243 | 50.0% | $90.99万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $270.49万 | 1.27% | 149,276 | -334 | -0.2% | -$6,052 | 减仓 |
| BILL | BILL HOLDINGS INC | $269.65万 | 1.26% | 74,571 | 20,390 | 37.6% | $73.73万 | 加仓 |
| NICE | NICE LTD | $264.16万 | 1.24% | 29,077 | 11,082 | 61.6% | $100.68万 | 加仓 |
| MAIN | MAIN STR CAP CORP | $263.18万 | 1.23% | 50,728 | 649 | 1.3% | $3.37万 | 加仓 |
| BOOT | BOOT BARN HLDGS INC | $262.73万 | 1.23% | 15,994 | 2,584 | 19.3% | $42.45万 | 加仓 |
| TTAN | SERVICETITAN INC | $261.11万 | 1.22% | 36,927 | 527 | 1.4% | $3.73万 | 加仓 |
| P | EVERPURE INC | $257.08万 | 1.20% | 32,629 | -67 | -0.2% | -$5,279 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $255.18万 | 1.19% | 1,846 | -9 | -0.5% | -$1.24万 | 减仓 |
| HTGC | HERCULES CAPITAL INC | $253.46万 | 1.19% | 160,722 | 2,231 | 1.4% | $3.52万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $252.53万 | 1.18% | 136,284 | 1,756 | 1.3% | $3.25万 | 加仓 |
| KRNT | KORNIT DIGITAL LTD | $250.03万 | 1.17% | 153,866 | -284 | -0.2% | -$4,615 | 减仓 |
| CBZ | CBIZ INC | $238.41万 | 1.12% | 74,318 | 29,021 | 64.1% | $93.10万 | 加仓 |
| IDXX | IDEXX LABS INC | $237.11万 | 1.11% | 4,504 | 910 | 25.3% | $47.91万 | 加仓 |
| CLPT | CLEARPOINT NEURO INC | $235.50万 | 1.10% | 132,009 | 108 | 0.1% | $1,927 | 加仓 |
| CAMT | CAMTEK LTD | $235.38万 | 1.10% | 14,430 | -35 | -0.2% | -$5,709 | 减仓 |
| APH | AMPHENOL CORP | $234.94万 | 1.10% | 13,324 | -182 | -1.3% | -$3.21万 | 减仓 |
| EQIX | EQUINIX INC | $234.55万 | 1.10% | 2,250 | -73 | -3.1% | -$7.61万 | 减仓 |
| MNDY | MONDAY COM LTD | $231.28万 | 1.08% | 31,949 | 2,393 | 8.1% | $17.32万 | 加仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $229.35万 | 1.07% | 101,572 | 12,864 | 14.5% | $29.05万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $229.00万 | 1.07% | 12,752 | -399 | -3.0% | -$7.17万 | 减仓 |
| DXCM | DEXCOM INC | $225.77万 | 1.06% | 33,522 | 5 | 0.0% | $337 | 加仓 |
| RHP | RYMAN HOSPITALITY PPTYS INC | $225.39万 | 1.05% | 17,533 | -572 | -3.2% | -$7.35万 | 减仓 |
| TW | TRADEWEB MKTS INC | $223.19万 | 1.04% | 22,395 | -42 | -0.2% | -$4,186 | 减仓 |
| TOST | TOAST INC | $221.39万 | 1.04% | 79,581 | 63 | 0.1% | $1,753 | 加仓 |
| VITL | VITAL FARMS INC | $219.56万 | 1.03% | 188,784 | 98,812 | 109.8% | $114.92万 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $214.28万 | 1.00% | 35,145 | -194 | -0.5% | -$1.18万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $211.67万 | 0.99% | 18,143 | 1,889 | 11.6% | $22.04万 | 加仓 |
| FIG | FIGMA INC | $210.93万 | 0.99% | 116,599 | 116,599 | — | $210.93万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $205.06万 | 0.96% | 50,483 | 10,813 | 27.3% | $43.92万 | 加仓 |
| LLY | ELI LILLY & CO | $200.54万 | 0.94% | 1,672 | 1,672 | — | $200.54万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $198.51万 | 0.93% | 6,660 | -2,415 | -26.6% | -$71.98万 | 减仓 |
| QCOM | QUALCOMM INC | $191.71万 | 0.90% | 10,375 | -285 | -2.7% | -$5.27万 | 减仓 |
| WMB | WILLIAMS COS INC | $191.57万 | 0.90% | 25,769 | -669 | -2.5% | -$4.97万 | 减仓 |
| ALL | ALLSTATE CORP | $189.92万 | 0.89% | 7,982 | -207 | -2.5% | -$4.93万 | 减仓 |
| CCI | CROWN CASTLE INC | $189.23万 | 0.89% | 24,988 | 500 | 2.0% | $3.79万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC | $187.15万 | 0.88% | 12,880 | -8 | -0.1% | -$1,162 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $186.50万 | 0.87% | 35,289 | 758 | 2.2% | $4.01万 | 加仓 |
| HR | HEALTHCARE RLTY TR | $185.98万 | 0.87% | 92,207 | -2,438 | -2.6% | -$4.92万 | 减仓 |
| — | APYX MEDICAL CORPORATION | $185.71万 | 0.87% | 413,602 | -957 | -0.2% | -$4,297 | 减仓 |
| GCMG | GCM GROSVENOR INC | $181.42万 | 0.85% | 147,494 | -2,712 | -1.8% | -$3.34万 | 减仓 |
| — | COMPUGEN LTD | $180.23万 | 0.84% | 842,181 | -5,862 | -0.7% | -$1.25万 | 减仓 |
| TMDX | TRANSMEDICS GROUP INC | $178.72万 | 0.84% | 26,908 | 7,190 | 36.5% | $47.76万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $176.02万 | 0.82% | 5,204 | -57 | -1.1% | -$1.93万 | 减仓 |
| SYY | SYSCO CORP | $171.57万 | 0.80% | 20,528 | -285 | -1.4% | -$2.38万 | 减仓 |
| VNOM | VIPER ENERGY INC | $170.93万 | 0.80% | 40,314 | -692 | -1.7% | -$2.93万 | 减仓 |
| WSO | WATSCO INC | $170.37万 | 0.80% | 4,088 | -32 | -0.8% | -$1.33万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $165.63万 | 0.78% | 7,215 | -39 | -0.5% | -$8,953 | 减仓 |
| — | AVALONBAY CMNTYS INC | $165.08万 | 0.77% | 8,749 | -69 | -0.8% | -$1.30万 | 减仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $161.55万 | 0.76% | 11,544 | -82 | -0.7% | -$1.15万 | 减仓 |
| IRT | INDEPENDENCE RLTY TR INC | $161.28万 | 0.75% | 96,631 | -473 | -0.5% | -$7,894 | 减仓 |
| AVY | AVERY DENNISON CORP | $154.34万 | 0.72% | 9,507 | 9 | 0.1% | $1,461 | 加仓 |
| FHI | FEDERATED HERMES INC | $152.26万 | 0.71% | 27,573 | -9,968 | -26.6% | -$55.04万 | 减仓 |
| TTC | TORO CO | $150.94万 | 0.71% | 15,494 | -313 | -2.0% | -$3.05万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $146.50万 | 0.69% | 1,566 | -403 | -20.5% | -$37.70万 | 减仓 |
| GGG | GRACO INC | $143.29万 | 0.67% | 18,951 | 245 | 1.3% | $1.85万 | 加仓 |
| JKHY | HENRY JACK & ASSOC INC | $143.18万 | 0.67% | 10,395 | 165 | 1.6% | $2.27万 | 加仓 |
| FAST | FASTENAL CO | $139.07万 | 0.65% | 28,955 | -643 | -2.2% | -$3.09万 | 减仓 |
| TJX | TJX COS INC NEW | $138.38万 | 0.65% | 9,134 | -226 | -2.4% | -$3.42万 | 减仓 |
| FDS | FACTSET RESH SYS INC | $136.92万 | 0.64% | 5,951 | 126 | 2.2% | $2.90万 | 加仓 |
| STE | STERIS PLC | $135.75万 | 0.64% | 6,447 | 69 | 1.1% | $1.45万 | 加仓 |
| NOG | NORTHERN OIL & GAS INC | $129.40万 | 0.61% | 71,297 | 1,169 | 1.7% | $2.12万 | 加仓 |
| ROL | ROLLINS INC | $128.62万 | 0.60% | 30,815 | 743 | 2.5% | $3.10万 | 加仓 |
| SYK | STRYKER CORPORATION | $122.19万 | 0.57% | 3,881 | -29 | -0.7% | -$9,131 | 减仓 |
| MKC | MCCORMICK & CO INC | $121.73万 | 0.57% | 24,142 | 844 | 3.6% | $4.26万 | 加仓 |
| EPAM | EPAM SYS INC | $120.66万 | 0.56% | 15,206 | 1,735 | 12.9% | $13.77万 | 加仓 |
| POOL | POOL CORP | $118.87万 | 0.56% | 5,531 | 191 | 3.6% | $4.10万 | 加仓 |
| HD | HOME DEPOT INC | $108.24万 | 0.51% | 3,069 | 20 | 0.7% | $7,054 | 加仓 |
| FVRR | FIVERR INTL LTD | $105.53万 | 0.49% | 102,261 | 769 | 0.8% | $7,936 | 加仓 |
| — | VUZIX CORP | $93.37万 | 0.44% | 321,981 | -1,060 | -0.3% | -$3,074 | 减仓 |
| HLI | HOULIHAN LOKEY INC | $91.50万 | 0.43% | 6,822 | 181 | 2.7% | $2.43万 | 加仓 |
| TSCO | TRACTOR SUPPLY CO | $84.82万 | 0.40% | 26,833 | 1,009 | 3.9% | $3.19万 | 加仓 |
| SMR | NUSCALE PWR CORP | $51.17万 | 0.24% | 51,016 | 33,382 | 189.3% | $33.48万 | 加仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -23,532 | -100.0% | -$211.95万 | 清仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $0 | 0.00% | 0 | -287,691 | -100.0% | -$163.98万 | 清仓 |