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 |
|---|---|---|---|---|---|---|---|---|
| AAEQ | EA SERIES TRUST | $1.93亿 | 16.38% | 3,631,067 | 0 | 0.0% | — | 不变 |
| AAUS | EA SERIES TRUST | $1.65亿 | 13.95% | 2,753,833 | 0 | 0.0% | — | 不变 |
| AAUA | EA SERIES TRUST | $1.07亿 | 9.04% | 1,872,926 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION | $7,791.92万 | 6.61% | 389,421 | 0 | 0.0% | — | 不变 |
| AAPL | APPLE INC | $6,970.34万 | 5.91% | 240,888 | 7,099 | 3.0% | $205.42万 | 加仓 |
| AVGO | BROADCOM INC | $5,028.00万 | 4.26% | 133,104 | 1,298 | 1.0% | $49.03万 | 加仓 |
| GOOG | ALPHABET INC | $3,859.42万 | 3.27% | 109,230 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $3,792.06万 | 3.22% | 159,103 | 24,802 | 18.5% | $591.13万 | 加仓 |
| MSFT | MICROSOFT CORP | $3,498.37万 | 2.97% | 93,785 | 15,910 | 20.4% | $593.47万 | 加仓 |
| META | META PLATFORMS INC | $2,733.25万 | 2.32% | 48,523 | 310 | 0.6% | $17.46万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $2,233.41万 | 1.89% | 131,470 | 63,163 | 92.5% | $1,073.01万 | 加仓 |
| GOOGL | ALPHABET INC | $2,101.87万 | 1.78% | 58,815 | 150 | 0.3% | $5.36万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $1,906.11万 | 1.62% | 538,600 | 538,600 | — | $1,906.11万 | 新建仓 |
| TSLA | TESLA INC | $1,790.77万 | 1.52% | 42,106 | 4,085 | 10.7% | $173.74万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,618.12万 | 1.37% | 27,855 | 20,875 | 299.1% | $1,212.65万 | 加仓 |
| SNDK | SANDISK CORP | $1,501.12万 | 1.27% | 6,602 | 3,526 | 114.6% | $801.72万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1,497.11万 | 1.27% | 12,970 | 11,025 | 566.8% | $1,272.60万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $1,481.32万 | 1.26% | 23,192 | 10,096 | 77.1% | $644.85万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,291.78万 | 1.10% | 17,867 | 4,250 | 31.2% | $307.27万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,051.15万 | 0.89% | 90,096 | 21,018 | 30.4% | $245.22万 | 加仓 |
| SNOW | SNOWFLAKE INC | $1,036.53万 | 0.88% | 40,728 | 36,680 | 906.1% | $933.51万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,021.84万 | 0.87% | 23,581 | 6,403 | 37.3% | $277.46万 | 加仓 |
| DDOG | DATADOG INC | $1,016.55万 | 0.86% | 39,044 | 13,000 | 49.9% | $338.47万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $855.28万 | 0.73% | 25,080 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $802.50万 | 0.68% | 43,489 | 8,218 | 23.3% | $151.65万 | 加仓 |
| NFLX | NETFLIX INC. | $784.33万 | 0.67% | 109,850 | 0 | 0.0% | — | 不变 |
| MRVL | MARVELL TECHNOLOGY INC | $691.16万 | 0.59% | 23,202 | 11,388 | 96.4% | $339.24万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $552.28万 | 0.47% | 76,536 | 26,200 | 52.1% | $189.06万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $535.19万 | 0.45% | 7,013 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $446.43万 | 0.38% | 17,578 | 2,150 | 13.9% | $54.60万 | 加仓 |
| QCOM | QUALCOMM INC | $438.43万 | 0.37% | 23,726 | 3,726 | 18.6% | $68.85万 | 加仓 |
| TWLO | TWILIO INC | $438.08万 | 0.37% | 21,232 | 16,521 | 350.7% | $340.88万 | 加仓 |
| INTC | INTEL CORP | $415.90万 | 0.35% | 29,786 | 29,386 | 7,346.5% | $410.32万 | 加仓 |
| CSCO | CISCO SYS INC | $415.49万 | 0.35% | 35,373 | 6,447 | 22.3% | $75.73万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $391.20万 | 0.33% | 3,868 | 1,002 | 35.0% | $101.34万 | 加仓 |
| FLEX | FLEX LTD | $384.07万 | 0.33% | 23,698 | 23,698 | — | $384.07万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $361.82万 | 0.31% | 24,750 | 20,000 | 421.1% | $292.38万 | 加仓 |
| ADBE | ADOBE INC | $360.69万 | 0.31% | 17,593 | 13,314 | 311.1% | $272.96万 | 加仓 |
| NOW | SERVICENOW INC | $291.49万 | 0.25% | 29,360 | 26,250 | 844.1% | $260.61万 | 加仓 |
| ACN | ACCENTURE PLC IRELAND | $281.25万 | 0.24% | 22,601 | 16,626 | 278.3% | $206.89万 | 加仓 |
| ON | ON SEMICONDUCTOR CORP | $274.83万 | 0.23% | 29,070 | 29,070 | — | $274.83万 | 新建仓 |
| KLAC | KLA CORP | $273.65万 | 0.23% | 9,070 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $260.55万 | 0.22% | 10,354 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $259.08万 | 0.22% | 15,446 | 15,180 | 5,706.8% | $254.61万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $257.17万 | 0.22% | 2,665 | 2,665 | — | $257.17万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $248.27万 | 0.21% | 2,654 | 1,002 | 60.7% | $93.73万 | 加仓 |
| LLY | ELI LILLY & CO | $246.96万 | 0.21% | 2,059 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $243.35万 | 0.21% | 7,093 | 3,591 | 102.5% | $123.20万 | 加仓 |
| ABNB | AIRBNB INC | $242.61万 | 0.21% | 16,954 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC | $234.45万 | 0.20% | 4,182 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $233.08万 | 0.20% | 7,409 | 0 | 0.0% | — | 不变 |
| REGN | REGENERON PHARMACEUTICALS | $221.23万 | 0.19% | 3,548 | 0 | 0.0% | — | 不变 |
| HQY | HEALTHEQUITY INC | $207.74万 | 0.18% | 23,000 | 23,000 | — | $207.74万 | 新建仓 |
| MS | MORGAN STANLEY | $206.89万 | 0.18% | 9,897 | 6,535 | 194.4% | $136.61万 | 加仓 |
| ASML | ASML HLDG NV | $198.94万 | 0.17% | 1,000 | 0 | 0.0% | — | 不变 |
| P | EVERPURE INC | $184.37万 | 0.16% | 23,400 | 0 | 0.0% | — | 不变 |
| AON | AON PLC | $181.04万 | 0.15% | 5,458 | 3,285 | 151.2% | $108.96万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $179.67万 | 0.15% | 4,787 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $177.06万 | 0.15% | 33,338 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $174.10万 | 0.15% | 5,841 | 2,433 | 71.4% | $72.52万 | 加仓 |
| NU | NU HLDGS LTD | $165.98万 | 0.14% | 124,237 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP | $161.80万 | 0.14% | 10,200 | 10,200 | — | $161.80万 | 新建仓 |
| NET | CLOUDFLARE INC | $160.90万 | 0.14% | 6,560 | 2,910 | 79.7% | $71.38万 | 加仓 |
| CRM | SALESFORCE INC | $158.24万 | 0.13% | 10,101 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC | $156.78万 | 0.13% | 12,409 | 0 | 0.0% | — | 不变 |
| HOOD | ROBINHOOD MKTS INC | $144.37万 | 0.12% | 14,397 | 0 | 0.0% | — | 不变 |
| RKLB | ROCKET LAB CORP | $138.07万 | 0.12% | 13,583 | 4,000 | 41.7% | $40.66万 | 加仓 |
| NTRS | NORTHERN TR CORP | $136.36万 | 0.12% | 7,844 | 7,844 | — | $136.36万 | 新建仓 |
| UNH | UNITEDHEALTH GROUP INC | $134.46万 | 0.11% | 3,235 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $130.40万 | 0.11% | 2,606 | 1,210 | 86.7% | $60.55万 | 加仓 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $124.33万 | 0.11% | 10,143 | 0 | 0.0% | — | 不变 |
| INTU | INTUIT | $123.77万 | 0.10% | 4,742 | 528 | 12.5% | $13.78万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $117.87万 | 0.10% | 2,295 | 600 | 35.4% | $30.82万 | 加仓 |
| FTNT | FORTINET INC | $111.91万 | 0.09% | 7,285 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $108.78万 | 0.09% | 4,000 | 4,000 | — | $108.78万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $108.40万 | 0.09% | 26,686 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $104.97万 | 0.09% | 9,193 | 0 | 0.0% | — | 不变 |
| ZS | ZSCALER INC | $100.84万 | 0.09% | 7,144 | 0 | 0.0% | — | 不变 |
| WM | WASTE MGMT INC DEL | $100.30万 | 0.09% | 4,500 | 4,500 | — | $100.30万 | 新建仓 |
| CIEN | CIENA CORP | $97.43万 | 0.08% | 1,986 | 1,986 | — | $97.43万 | 新建仓 |
| ALAB | ASTERA LABS INC | $96.60万 | 0.08% | 2,000 | 2,000 | — | $96.60万 | 新建仓 |
| MCO | MOODYS CORP | $86.05万 | 0.07% | 1,900 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC | $83.22万 | 0.07% | 3,308 | 0 | 0.0% | — | 不变 |
| IWF | ISHARES TR | $82.40万 | 0.07% | 6,636 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $82.15万 | 0.07% | 4,330 | 0 | 0.0% | — | 不变 |
| SBUX | STARBUCKS CORP | $81.75万 | 0.07% | 8,000 | 0 | 0.0% | — | 不变 |
| PWR | QUANTA SVCS INC | $75.39万 | 0.06% | 1,047 | 1,047 | — | $75.39万 | 新建仓 |
| — | EXXON MOBIL CORP | $75.25万 | 0.06% | 5,504 | 0 | 0.0% | — | 不变 |
| PEN | PENUMBRA INC | $71.04万 | 0.06% | 2,250 | 0 | 0.0% | — | 不变 |
| ISRG | INTUITIVE SURGICAL INC | $69.95万 | 0.06% | 1,759 | 0 | 0.0% | — | 不变 |
| NTNX | NUTANIX INC | $68.80万 | 0.06% | 13,500 | 2,000 | 17.4% | $10.19万 | 加仓 |
| CORT | CORCEPT THERAPEUTICS INC | $65.21万 | 0.06% | 7,500 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $64.08万 | 0.05% | 1,000 | 1,000 | — | $64.08万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $63.55万 | 0.05% | 1,600 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $62.72万 | 0.05% | 1,916 | 241 | 14.4% | $7.89万 | 加仓 |
| XYZ | BLOCK INC | $59.51万 | 0.05% | 7,830 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $58.78万 | 0.05% | 4,341 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO | $58.67万 | 0.05% | 7,100 | 0 | 0.0% | — | 不变 |
| AXP | AMERICAN EXPRESS CO | $57.77万 | 0.05% | 1,708 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $55.38万 | 0.05% | 4,890 | 0 | 0.0% | — | 不变 |