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 |
|---|---|---|---|---|---|---|---|---|
| JBHT | HUNT J B TRANS SVCS INC | $52.10万 | 0.04% | 1,800 | 0 | 0.0% | — | 不变 |
| SPYD | SPDR SERIES TRUST | $50.92万 | 0.04% | 10,673 | 0 | 0.0% | — | 不变 |
| ASTS | AST SPACEMOBILE INC | $50.65万 | 0.04% | 5,700 | 5,700 | — | $50.65万 | 新建仓 |
| WDAY | WORKDAY INC | $49.31万 | 0.04% | 4,028 | 0 | 0.0% | — | 不变 |
| NXT | NEXTPOWER INC | $49.17万 | 0.04% | 4,127 | 4,127 | — | $49.17万 | 新建仓 |
| BAC | BANK OF AMER CORP | $48.07万 | 0.04% | 8,436 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $45.38万 | 0.04% | 1,280 | 1,280 | — | $45.38万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $44.50万 | 0.04% | 3,615 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $44.14万 | 0.04% | 5,431 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $43.83万 | 0.04% | 2,486 | 0 | 0.0% | — | 不变 |
| SPOT | SPOTIFY TECHNOLOGY S A | $43.66万 | 0.04% | 951 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC | $41.48万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| DT | DYNATRACE INC | $40.85万 | 0.03% | 9,304 | 0 | 0.0% | — | 不变 |
| NTAP | NETAPP INC | $40.72万 | 0.03% | 2,631 | 2,631 | — | $40.72万 | 新建仓 |
| GPN | GLOBAL PMTS INC | $39.25万 | 0.03% | 5,409 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $39.00万 | 0.03% | 1,387 | 0 | 0.0% | — | 不变 |
| UNP | UNION PAC CORP | $37.48万 | 0.03% | 1,378 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $36.35万 | 0.03% | 4,688 | 0 | 0.0% | — | 不变 |
| BLK | BLACKROCK INC | $36.06万 | 0.03% | 375 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $35.15万 | 0.03% | 950 | 0 | 0.0% | — | 不变 |
| EBAY | EBAY INC. | $35.02万 | 0.03% | 3,134 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $34.76万 | 0.03% | 7,342 | 0 | 0.0% | — | 不变 |
| CSX | CSX CORP | $34.22万 | 0.03% | 7,200 | 0 | 0.0% | — | 不变 |
| SPGI | S&P GLOBAL INC | $32.13万 | 0.03% | 789 | 0 | 0.0% | — | 不变 |
| IGV | ISHARES TR | $31.62万 | 0.03% | 3,490 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $30.24万 | 0.03% | 4,595 | 3,595 | 359.5% | $23.66万 | 重新持有 |
| MDYG | SPDR SERIES TRUST | $25.78万 | 0.02% | 2,300 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $24.68万 | 0.02% | 2,675 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $24.67万 | 0.02% | 11,896 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $24.54万 | 0.02% | 5,977 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $24.37万 | 0.02% | 331 | 331 | — | $24.37万 | 新建仓 |
| MPC | MARATHON PETE CORP | $21.73万 | 0.02% | 850 | 850 | — | $21.73万 | 新建仓 |
| BA | BOEING CO | $20.56万 | 0.02% | 950 | 0 | 0.0% | — | 不变 |
| VGT | VANGUARD WORLD FD | $20.40万 | 0.02% | 1,707 | 1,707 | — | $20.40万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $20.38万 | 0.02% | 527 | 0 | 0.0% | — | 不变 |
| COMP | COMPASS INC | $19.65万 | 0.02% | 15,937 | 0 | 0.0% | — | 不变 |
| MQ | MARQETA INC | $13.84万 | 0.01% | 34,091 | 0 | 0.0% | — | 不变 |
| CCC | CCC INTELLIGENT SOLUTIONS HL | $13.52万 | 0.01% | 26,200 | 0 | 0.0% | — | 不变 |
| COUR | COURSERA INC | $10.03万 | 0.01% | 17,789 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $0 | 0.00% | 0 | -5,255 | -100.0% | -$23.81万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -2,350 | -100.0% | -$22.42万 | 清仓 |
| BSY | BENTLEY SYS INC | $0 | 0.00% | 0 | -6,279 | -100.0% | -$22.05万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -631 | -100.0% | -$19.61万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -825 | -100.0% | -$19.49万 | 清仓 |
| — | ELECTRONIC ARTS INC | $0 | 0.00% | 0 | -900 | -100.0% | -$18.35万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -819 | -100.0% | -$18.31万 | 清仓 |
| PG | PROCTER & GAMBLE CO | $0 | 0.00% | 0 | -1,182 | -100.0% | -$17.07万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -9,000 | -100.0% | -$16.51万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -5,200 | -100.0% | -$16.48万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -386 | -100.0% | -$15.30万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | -88 | -100.0% | -$15.22万 | 清仓 |
| NBN | NORTHEAST BK PORTLAND ME | $0 | 0.00% | 0 | -1,329 | -100.0% | -$14.93万 | 清仓 |
| JETS | ETF SER SOLUTIONS | $0 | 0.00% | 0 | -6,000 | -100.0% | -$14.78万 | 清仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $0 | 0.00% | 0 | -4,550 | -100.0% | -$14.56万 | 清仓 |
| APPF | APPFOLIO INC | $0 | 0.00% | 0 | -883 | -100.0% | -$13.94万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -321 | -100.0% | -$13.93万 | 清仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $0 | 0.00% | 0 | -468 | -100.0% | -$13.21万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -2,300 | -100.0% | -$13.01万 | 清仓 |
| IWD | ISHARES TR | $0 | 0.00% | 0 | -608 | -100.0% | -$12.99万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -365 | -100.0% | -$11.70万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -630 | -100.0% | -$11.49万 | 清仓 |
| LRN | STRIDE INC | $0 | 0.00% | 0 | -1,250 | -100.0% | -$11.02万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -355 | -100.0% | -$10.48万 | 清仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -1,125 | -100.0% | -$10.38万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -231 | -100.0% | -$10.32万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,030 | -100.0% | -$9.93万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -405 | -100.0% | -$7.68万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -510 | -100.0% | -$7.50万 | 清仓 |
| — | LISTED FDS TR | $0 | 0.00% | 0 | -2,000 | -100.0% | -$7.12万 | 清仓 |
| MSCI | MSCI INC | $0 | 0.00% | 0 | -132 | -100.0% | -$7.11万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -141 | -100.0% | -$6.93万 | 清仓 |
| EXLS | EXLSERVICE HLDGS INC | $0 | 0.00% | 0 | -2,274 | -100.0% | -$6.92万 | 清仓 |
| ALL | ALLSTATE CORP | $0 | 0.00% | 0 | -333 | -100.0% | -$6.90万 | 清仓 |
| CDW | CDW CORP | $0 | 0.00% | 0 | -531 | -100.0% | -$6.43万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -2,767 | -100.0% | -$6.28万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -531 | -100.0% | -$6.28万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -300 | -100.0% | -$6.10万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -169 | -100.0% | -$6.04万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -446 | -100.0% | -$6.01万 | 清仓 |
| WEX | WEX INC | $0 | 0.00% | 0 | -389 | -100.0% | -$5.95万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -47 | -100.0% | -$5.45万 | 清仓 |
| ITW | ILLINOIS TOOL WKS INC | $0 | 0.00% | 0 | -200 | -100.0% | -$5.21万 | 清仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $0 | 0.00% | 0 | -240 | -100.0% | -$5.16万 | 清仓 |
| EXPE | EXPEDIA GROUP INC | $0 | 0.00% | 0 | -209 | -100.0% | -$4.83万 | 清仓 |
| TFC | TRUIST FINL CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$4.60万 | 清仓 |
| VO | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -640 | -100.0% | -$4.59万 | 清仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $0 | 0.00% | 0 | -1,695 | -100.0% | -$4.24万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -220 | -100.0% | -$3.80万 | 清仓 |
| TNET | TRINET GROUP INC | $0 | 0.00% | 0 | -1,000 | -100.0% | -$3.64万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -361 | -100.0% | -$3.32万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -929 | -100.0% | -$3.08万 | 清仓 |
| AES | AES CORP | $0 | 0.00% | 0 | -2,000 | -100.0% | -$2.82万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -81 | -100.0% | -$2.66万 | 清仓 |
| CRTO | CRITEO S A | $0 | 0.00% | 0 | -1,347 | -100.0% | -$2.42万 | 清仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -374 | -100.0% | -$2.29万 | 清仓 |
| MO | ALTRIA GROUP INC | $0 | 0.00% | 0 | -320 | -100.0% | -$2.11万 | 清仓 |
| ABT | ABBOTT LABORATORIES | $0 | 0.00% | 0 | -200 | -100.0% | -$2.05万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -35 | -100.0% | -$1.97万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -193 | -100.0% | -$1.90万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -401 | -100.0% | -$1.69万 | 清仓 |