13F 机构持仓

Cache Advisors, LLC

San Francisco CA · SEC CIK 0002052593

2026Q22026Q1 更早 9 个季度 🔒
$8.66亿2026Q1 申报市值
191持仓数
79.1%前十大占比 · 第一大 19.5%
77 / 5新建仓 / 清仓
申报市值走势$11.79亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

AAEQ 19.5%
AAUS 16.7%
AAUA 10.2%
NVDA 7.8%
AAPL 6.9%
AVGO 4.7%
GOOG 3.6%
MSFT 3.3%
AMZN 3.2%
META 3.2%

2026Q1 买入最多 按季末市值估算

AAUA 新建仓+$8,810.24万
META 加仓+$827.19万
MSFT 加仓+$559.47万
NVDA 加仓+$497.09万
AMAT 新建仓+$465.42万

2026Q1 卖出最多 按季末市值估算

DASH 减仓-$918.42万
AAPL 减仓-$251.61万
NU 减仓-$211.85万
AVGO 减仓-$188.00万
GEV 清仓-$151.89万

2026Q1 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
GEV GE VERNOVA INC $00.00%0 -2,324-100.0% -$151.89万 清仓
APP APPLOVIN CORP $00.00%0 -1,889-100.0% -$127.28万 清仓
GLW CORNING INC $00.00%0 -8,097-100.0% -$70.90万 清仓
CRS CARPENTER TECHNOLOGY CORP $00.00%0 -1,708-100.0% -$53.77万 清仓
— CONFLUENT INC $00.00%0 -14,100-100.0% -$42.64万 清仓
CVNA CARVANA CO $00.00%0 —— — 申报中断
SOBO SOUTH BOW CORP $1,3020.00%28 28— $1,302 新建仓
GIS GENERAL MILLS INC $4,5780.00%123 123— $4,578 新建仓
ZBH ZIMMER BIOMET HOLDINGS INC $6,4200.00%71 71— $6,420 新建仓
GPC GENUINE PARTS CO $6,5570.00%62 62— $6,557 新建仓
CL COLGATE PALMOLIVE CO $7,3300.00%86 -6,535-98.7% -$55.70万 减仓
CINF CINCINNATI FINL CORP $1.02万0.00%65 65— $1.02万 新建仓
SSD SIMPSON MFG INC $1.10万0.00%64 64— $1.10万 新建仓
FTS FORTIS INC $1.14万0.00%147 147— $1.14万 新建仓
TRP TC ENERGY CORP $1.22万0.00%140 140— $1.22万 新建仓
HPQ HP INC $1.54万0.00%800 800— $1.54万 新建仓
SOLS SOLSTICE ADVANCED MATLS INC $1.55万0.00%204 204— $1.55万 新建仓
BKNG BOOKING HOLDINGS INC $1.68万0.00%4 4— $1.68万 新建仓
LW LAMB WESTON HLDGS INC $1.69万0.00%401 401— $1.69万 新建仓
INTC INTEL CORP $1.77万0.00%400 400— $1.77万 新建仓
DUOL DUOLINGO INC $1.90万0.00%193 -1,560-89.0% -$15.38万 重新持有
DE DEERE & CO $1.97万0.00%35 35— $1.97万 新建仓
ABT ABBOTT LABORATORIES $2.05万0.00%200 200— $2.05万 新建仓
MO ALTRIA GROUP INC $2.11万0.00%320 320— $2.11万 新建仓
CTSH COGNIZANT TECHNOLOGY SOLUTIO $2.29万0.00%374 374— $2.29万 新建仓
CRTO CRITEO S A $2.42万0.00%1,347 1,347— $2.42万 新建仓
HD HOME DEPOT INC $2.66万0.00%81 81— $2.66万 新建仓
AES AES CORP $2.82万0.00%2,000 2,000— $2.82万 新建仓
CPRT COPART INC $3.08万0.00%929 929— $3.08万 新建仓
UAL UNITED AIRLS HLDGS INC $3.32万0.00%361 -2,039-85.0% -$18.77万 重新持有
TNET TRINET GROUP INC $3.64万0.00%1,000 1,000— $3.64万 新建仓
AMT AMERICAN TOWER CORP $3.80万0.00%220 220— $3.80万 新建仓
PRCT PROCEPT BIOROBOTICS CORP $4.24万0.00%1,695 1,695— $4.24万 新建仓
VO VANGUARD INDEX FDS $4.59万0.01%160 160— $4.59万 新建仓
TFC TRUIST FINL CORP $4.60万0.01%1,000 1,000— $4.60万 新建仓
EXPE EXPEDIA GROUP INC $4.83万0.01%209 209— $4.83万 新建仓
VIG VANGUARD SPECIALIZED FUNDS $5.16万0.01%240 240— $5.16万 新建仓
ITW ILLINOIS TOOL WKS INC $5.21万0.01%200 200— $5.21万 新建仓
TDG TRANSDIGM GROUP INC $5.45万0.01%47 47— $5.45万 新建仓
TMUS T-MOBILE US INC $5.59万0.01%266 266— $5.59万 新建仓
WEX WEX INC $5.95万0.01%389 389— $5.95万 新建仓
RDDT REDDIT INC $6.01万0.01%446 446— $6.01万 新建仓
ETN EATON CORP PLC $6.04万0.01%169 169— $6.04万 新建仓
ADP AUTOMATIC DATA PROCESSING IN $6.10万0.01%300 300— $6.10万 新建仓
ZTS ZOETIS INC $6.28万0.01%531 531— $6.28万 新建仓
TTD THE TRADE DESK INC $6.28万0.01%2,767 00.0% — 重新持有
CDW CDW CORP $6.43万0.01%531 531— $6.43万 新建仓
ALL ALLSTATE CORP $6.90万0.01%333 333— $6.90万 新建仓
EXLS EXLSERVICE HLDGS INC $6.92万0.01%2,274 2,274— $6.92万 新建仓
TMO THERMO FISHER SCIENTIFIC INC $6.93万0.01%141 141— $6.93万 新建仓
MSCI MSCI INC $7.11万0.01%132 132— $7.11万 新建仓
— LISTED FDS TR $7.12万0.01%2,000 2,000— $7.12万 新建仓
ORCL ORACLE CORP $7.50万0.01%510 -4,460-89.7% -$65.61万 减仓
VRSK VERISK ANALYTICS INC $7.68万0.01%405 405— $7.68万 新建仓
DIS DISNEY WALT CO $9.93万0.01%1,030 1,030— $9.93万 新建仓
VRTX VERTEX PHARMACEUTICALS INC $10.32万0.01%231 231— $10.32万 新建仓
COUR COURSERA INC $10.35万0.01%17,789 00.0% — 不变
ORLY OREILLY AUTOMOTIVE INC $10.38万0.01%1,125 1,125— $10.38万 新建仓
CME CME GROUP INC $10.48万0.01%355 355— $10.48万 新建仓
LRN STRIDE INC $11.02万0.01%1,250 1,250— $11.02万 新建仓
COF CAPITAL ONE FINL CORP $11.49万0.01%630 630— $11.49万 新建仓
COMP COMPASS INC $11.65万0.01%15,937 00.0% — 不变
SHW SHERWIN WILLIAMS CO $11.70万0.01%365 365— $11.70万 新建仓
IWD ISHARES TR $12.99万0.02%608 608— $12.99万 新建仓
RBLX ROBLOX CORP $13.01万0.02%2,300 -483-17.4% -$2.73万 减仓
KEYS KEYSIGHT TECHNOLOGIES INC $13.21万0.02%468 468— $13.21万 新建仓
MQ MARQETA INC $13.91万0.02%34,091 00.0% — 不变
MSI MOTOROLA SOLUTIONS INC $13.93万0.02%321 321— $13.93万 新建仓
APPF APPFOLIO INC $13.94万0.02%883 00.0% — 不变
CMG CHIPOTLE MEXICAN GRILL INC $14.56万0.02%4,550 4,550— $14.56万 新建仓
JETS ETF SER SOLUTIONS $14.78万0.02%6,000 6,000— $14.78万 新建仓
NBN NORTHEAST BK PORTLAND ME $14.93万0.02%1,329 1,329— $14.93万 新建仓
MELI MERCADOLIBRE INC $15.22万0.02%88 00.0% — 重新持有
SNPS SYNOPSYS INC $15.30万0.02%386 386— $15.30万 新建仓
ELV ELEVANCE HEALTH INC FORMERLY $15.43万0.02%527 527— $15.43万 新建仓
CCC CCC INTELLIGENT SOLUTIONS HL $15.72万0.02%26,200 00.0% — 不变
IOT SAMSARA INC $16.48万0.02%5,200 5,200— $16.48万 新建仓
PINS PINTEREST INC $16.51万0.02%9,000 00.0% — 不变
PG PROCTER & GAMBLE CO $17.07万0.02%1,182 1,182— $17.07万 新建仓
— HONEYWELL INTL INC $18.31万0.02%819 819— $18.31万 新建仓
— ELECTRONIC ARTS INC $18.35万0.02%900 900— $18.35万 新建仓
BA BOEING CO $18.91万0.02%950 00.0% — 不变
LOW LOWES COS INC $19.49万0.02%825 825— $19.49万 新建仓
MCD MCDONALDS CORP $19.61万0.02%631 631— $19.61万 新建仓
BSY BENTLEY SYS INC $22.05万0.03%6,279 00.0% — 不变
MDYG SPDR SERIES TRUST $22.07万0.03%2,300 00.0% — 不变
CRCL CIRCLE INTERNET GROUP INC $22.42万0.03%2,350 2,350— $22.42万 新建仓
TSCO TRACTOR SUPPLY CO $23.81万0.03%5,255 00.0% — 不变
SCHW SCHWAB CHARLES CORP $25.14万0.03%2,675 2,675— $25.14万 新建仓
CART MAPLEBEAR INC $27.50万0.03%7,342 00.0% — 不变
DOCS DOXIMITY INC $27.72万0.03%11,896 00.0% — 不变
EBAY EBAY INC. $28.53万0.03%3,134 00.0% — 不变
HAPN LENDINGCLUB ISSUANCE TR SER $28.64万0.03%20,000 00.0% — 不变
IGV ISHARES TR $28.96万0.03%3,490 3,490— $28.96万 新建仓
CSX CSX CORP $29.56万0.03%7,200 00.0% — 不变
CORT CORCEPT THERAPEUTICS INC $30.23万0.03%7,500 00.0% — 不变
VTI VANGUARD INDEX FDS $30.48万0.04%950 00.0% — 不变
APH AMPHENOL CORP $31.41万0.04%2,486 00.0% — 不变
NKE NIKE INC $31.57万0.04%5,977 00.0% — 不变
NOW SERVICENOW INC $32.52万0.04%3,110 00.0% — 不变