Cache Advisors, LLC
San Francisco CA · SEC CIK 0002052593
$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
26Q126Q2
前十大持仓 占组合比例
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 |
|---|---|---|---|---|---|---|---|---|
| UNP | UNION PAC CORP | $33.43万 | 0.04% | 1,378 | 1,378 | — | $33.43万 | 新建仓 |
| SPGI | S&P GLOBAL INC | $33.56万 | 0.04% | 789 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $33.62万 | 0.04% | 1,387 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $34.41万 | 0.04% | 9,304 | -11,660 | -55.6% | -$43.12万 | 减仓 |
| BLK | BLACKROCK INC | $36.06万 | 0.04% | 375 | 0 | 0.0% | — | 不变 |
| GPN | GLOBAL PMTS INC | $36.40万 | 0.04% | 5,409 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC | $38.14万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $41.13万 | 0.05% | 8,436 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $41.30万 | 0.05% | 5,431 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $43.60万 | 0.05% | 4,688 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $43.71万 | 0.05% | 11,500 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $46.12万 | 0.05% | 951 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $47.12万 | 0.05% | 7,830 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $48.58万 | 0.06% | 10,673 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $49.27万 | 0.06% | 1,675 | 1,675 | — | $49.27万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $50.90万 | 0.06% | 1,600 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $51.66万 | 0.06% | 1,708 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $52.33万 | 0.06% | 4,028 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY | $55.33万 | 0.06% | 3,362 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $56.52万 | 0.07% | 7,100 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $56.86万 | 0.07% | 3,615 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $59.27万 | 0.07% | 4,711 | -437 | -8.5% | -$5.50万 | 减仓 |
| FTNT | FORTINET INC | $59.53万 | 0.07% | 7,285 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $60.40万 | 0.07% | 4,890 | 0 | 0.0% | — | 不变 |
| SNOW | SNOWFLAKE INC | $61.05万 | 0.07% | 4,048 | -7,084 | -63.6% | -$106.84万 | 减仓 |
| RKLB | ROCKET LAB CORP | $61.54万 | 0.07% | 9,583 | 0 | 0.0% | — | 不变 |
| MU | MICRON TECHNOLOGY INC | $65.71万 | 0.08% | 1,945 | 1,945 | — | $65.71万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $66.16万 | 0.08% | 3,408 | 3,408 | — | $66.16万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $66.90万 | 0.08% | 1,396 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $67.41万 | 0.08% | 4,341 | 2,490 | 134.5% | $38.67万 | 加仓 |
| AON | AON PLC | $70.14万 | 0.08% | 2,173 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $70.74万 | 0.08% | 1,659 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $71.67万 | 0.08% | 8,000 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $73.88万 | 0.09% | 2,250 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $75.31万 | 0.09% | 3,650 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $81.09万 | 0.09% | 1,759 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $82.16万 | 0.09% | 3,308 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP | $82.89万 | 0.10% | 1,900 | 564 | 42.2% | $24.60万 | 加仓 |
| COIN | COINBASE GLOBAL INC | $82.94万 | 0.10% | 4,750 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $83.53万 | 0.10% | 4,330 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $84.69万 | 0.10% | 1,695 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $87.54万 | 0.10% | 3,235 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $93.38万 | 0.11% | 5,504 | 5,504 | — | $93.38万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC | $99.77万 | 0.12% | 14,397 | -12,000 | -45.5% | -$83.16万 | 减仓 |
| ZS | ZSCALER INC | $100.22万 | 0.12% | 7,144 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC | $104.01万 | 0.12% | 4,279 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $105.84万 | 0.12% | 3,502 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $106.91万 | 0.12% | 10,143 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $117.02万 | 0.14% | 11,814 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $118.48万 | 0.14% | 5,975 | -1,869 | -23.8% | -$37.06万 | 减仓 |
| ASML | ASML HLDG NV | $132.08万 | 0.15% | 1,000 | 0 | 0.0% | — | 不变 |
| CDNS | CADENCE DESIGN SYSTEM INC | $133.02万 | 0.15% | 4,787 | 3,378 | 239.7% | $93.86万 | 加仓 |
| KLAC | KLA CORP | $133.55万 | 0.15% | 907 | 192 | 26.9% | $28.27万 | 加仓 |
| P | EVERPURE INC | $138.15万 | 0.16% | 23,400 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $141.99万 | 0.16% | 6,980 | 2,992 | 75.0% | $60.87万 | 加仓 |
| SHOP | SHOPIFY INC | $151.74万 | 0.18% | 9,193 | 660 | 7.7% | $10.89万 | 加仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $152.11万 | 0.18% | 26,686 | -9,166 | -25.6% | -$52.25万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $164.61万 | 0.19% | 1,652 | 120 | 7.8% | $11.96万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $172.94万 | 0.20% | 12,409 | 1,500 | 13.8% | $20.91万 | 加仓 |
| AXON | AXON ENTERPRISE INC | $177.61万 | 0.21% | 4,182 | 0 | 0.0% | — | 不变 |
| NU | NU HLDGS LTD | $178.53万 | 0.21% | 124,237 | -147,425 | -54.3% | -$211.85万 | 减仓 |
| INTU | INTUIT | $182.20万 | 0.21% | 4,214 | 197 | 4.9% | $8.52万 | 加仓 |
| CRM | SALESFORCE INC | $188.56万 | 0.22% | 10,101 | 433 | 4.5% | $8.08万 | 加仓 |
| LLY | ELI LILLY & CO | $189.38万 | 0.22% | 2,059 | 0 | 0.0% | — | 不变 |
| SNDK | SANDISK CORP | $195.43万 | 0.23% | 3,076 | 3,076 | — | $195.43万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $204.23万 | 0.24% | 33,338 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $212.64万 | 0.25% | 7,409 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC | $214.10万 | 0.25% | 16,954 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $224.44万 | 0.26% | 28,926 | 8,912 | 44.5% | $69.15万 | 加仓 |
| ABBV | ABBVIE INC | $225.19万 | 0.26% | 10,354 | 10,354 | — | $225.19万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $242.46万 | 0.28% | 2,866 | 291 | 11.3% | $24.62万 | 加仓 |
| QCOM | QUALCOMM INC | $257.56万 | 0.30% | 20,000 | 8,405 | 72.5% | $108.24万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $273.79万 | 0.32% | 7,013 | 100 | 1.4% | $3.90万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $274.13万 | 0.32% | 3,548 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC | $307.45万 | 0.36% | 26,044 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $354.23万 | 0.41% | 13,096 | 13,096 | — | $354.23万 | 新建仓 |
| UBER | UBER TECHNOLOGIES INC | $362.07万 | 0.42% | 50,336 | -2,221 | -4.2% | -$15.98万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $367.03万 | 0.42% | 17,178 | 5,928 | 52.7% | $126.66万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $377.12万 | 0.44% | 15,428 | 5,843 | 61.0% | $142.83万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $402.08万 | 0.46% | 25,080 | 5,000 | 24.9% | $80.16万 | 加仓 |
| AMAT | APPLIED MATLS INC | $465.42万 | 0.54% | 13,617 | 13,617 | — | $465.42万 | 新建仓 |
| DASH | DOORDASH INC | $529.66万 | 0.61% | 35,271 | -61,159 | -63.4% | -$918.42万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $838.67万 | 0.97% | 68,307 | 17,201 | 33.7% | $211.19万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,010.47万 | 1.17% | 69,078 | 9,124 | 15.2% | $133.47万 | 加仓 |
| NFLX | NETFLIX INC. | $1,056.21万 | 1.22% | 109,850 | 2,780 | 2.6% | $26.73万 | 加仓 |
| TSLA | TESLA INC | $1,413.43万 | 1.63% | 38,021 | 4,521 | 13.5% | $168.07万 | 加仓 |
| GOOGL | ALPHABET INC | $1,686.97万 | 1.95% | 58,665 | 8,462 | 16.9% | $243.33万 | 加仓 |
| META | META PLATFORMS INC | $2,758.41万 | 3.19% | 48,213 | 14,458 | 42.8% | $827.19万 | 加仓 |
| AMZN | AMAZON COM INC | $2,797.09万 | 3.23% | 134,301 | 16,888 | 14.4% | $351.73万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,882.70万 | 3.33% | 77,875 | 15,114 | 24.1% | $559.47万 | 加仓 |
| GOOG | ALPHABET INC | $3,133.37万 | 3.62% | 109,230 | 1,266 | 1.2% | $36.32万 | 加仓 |
| AVGO | BROADCOM INC | $4,079.53万 | 4.71% | 131,806 | -6,074 | -4.4% | -$188.00万 | 减仓 |
| AAPL | APPLE INC | $5,933.33万 | 6.85% | 233,789 | -9,914 | -4.1% | -$251.61万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $6,791.50万 | 7.84% | 389,421 | 28,503 | 7.9% | $497.09万 | 加仓 |
| AAUA | EA SERIES TRUST | $8,810.24万 | 10.18% | 1,872,926 | 1,872,926 | — | $8,810.24万 | 新建仓 |
| AAUS | EA SERIES TRUST | $1.44亿 | 16.66% | 2,753,833 | 0 | 0.0% | — | 不变 |
| AAEQ | EA SERIES TRUST | $1.69亿 | 19.51% | 3,631,067 | 0 | 0.0% | — | 不变 |