Cache Advisors, LLC
San Francisco CA · SEC CIK 0002052593
$11.79亿2026Q2 申报市值
139持仓数
67.9%前十大占比 · 第一大 16.4%
20 / 73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
ROIV 新建仓+$1,906.11万
MU 加仓+$1,272.60万
AMD 加仓+$1,212.65万
ANET 加仓+$1,073.01万
SNOW 加仓+$933.51万
2026Q2 卖出最多 按季末市值估算
TSCO 清仓-$23.81万
CRCL 清仓-$22.42万
BSY 清仓-$22.05万
MCD 清仓-$19.61万
LOW 清仓-$19.49万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| GOOGL | ALPHABET INC | $2,101.87万 | 1.78% | 58,815 | 150 | 0.3% | $5.36万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,233.41万 | 1.89% | 131,470 | 63,163 | 92.5% | $1,073.01万 | 加仓 |
| META | META PLATFORMS INC | $2,733.25万 | 2.32% | 48,523 | 310 | 0.6% | $17.46万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,498.37万 | 2.97% | 93,785 | 15,910 | 20.4% | $593.47万 | 加仓 |
| AMZN | AMAZON COM INC | $3,792.06万 | 3.22% | 159,103 | 24,802 | 18.5% | $591.13万 | 加仓 |
| GOOG | ALPHABET INC | $3,859.42万 | 3.27% | 109,230 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $5,028.00万 | 4.26% | 133,104 | 1,298 | 1.0% | $49.03万 | 加仓 |
| AAPL | APPLE INC | $6,970.34万 | 5.91% | 240,888 | 7,099 | 3.0% | $205.42万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $7,791.92万 | 6.61% | 389,421 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $1.07亿 | 9.04% | 1,872,926 | 0 | 0.0% | — | 不变 |
| AAUS | EA SERIES TRUST | $1.65亿 | 13.95% | 2,753,833 | 0 | 0.0% | — | 不变 |
| AAEQ | EA SERIES TRUST | $1.93亿 | 16.38% | 3,631,067 | 0 | 0.0% | — | 不变 |