13F 机构持仓

Cache Advisors, LLC

San Francisco CA · SEC CIK 0002052593

2026Q22026Q1 更早 9 个季度 🔒
$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
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 16.4%
AAUS 14.0%
AAUA 9.0%
NVDA 6.6%
AAPL 5.9%
AVGO 4.3%
GOOG 3.3%
AMZN 3.2%
MSFT 3.0%
META 2.3%

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 00.0% — 不变
AAUS EA SERIES TRUST $1.65亿13.95%2,753,833 00.0% — 不变
AAUA EA SERIES TRUST $1.07亿9.04%1,872,926 00.0% — 不变
NVDA NVIDIA CORPORATION $7,791.92万6.61%389,421 00.0% — 不变
AAPL APPLE INC $6,970.34万5.91%240,888 7,0993.0% $205.42万 加仓
AVGO BROADCOM INC $5,028.00万4.26%133,104 1,2981.0% $49.03万 加仓
GOOG ALPHABET INC $3,859.42万3.27%109,230 00.0% — 不变
AMZN AMAZON COM INC $3,792.06万3.22%159,103 24,80218.5% $591.13万 加仓
MSFT MICROSOFT CORP $3,498.37万2.97%93,785 15,91020.4% $593.47万 加仓
META META PLATFORMS INC $2,733.25万2.32%48,523 3100.6% $17.46万 加仓
ANET ARISTA NETWORKS INC $2,233.41万1.89%131,470 63,16392.5% $1,073.01万 加仓
GOOGL ALPHABET INC $2,101.87万1.78%58,815 1500.3% $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 4,08510.7% $173.74万 加仓
AMD ADVANCED MICRO DEVICES INC $1,618.12万1.37%27,855 20,875299.1% $1,212.65万 加仓
SNDK SANDISK CORP $1,501.12万1.27%6,602 3,526114.6% $801.72万 加仓
MU MICRON TECHNOLOGY INC $1,497.11万1.27%12,970 11,025566.8% $1,272.60万 加仓
WDC WESTERN DIGITAL CORP $1,481.32万1.26%23,192 10,09677.1% $644.85万 加仓
AMAT APPLIED MATLS INC $1,291.78万1.10%17,867 4,25031.2% $307.27万 加仓
PLTR PALANTIR TECHNOLOGIES INC $1,051.15万0.89%90,096 21,01830.4% $245.22万 加仓
SNOW SNOWFLAKE INC $1,036.53万0.88%40,728 36,680906.1% $933.51万 加仓
LRCX LAM RESEARCH CORP $1,021.84万0.87%23,581 6,40337.3% $277.46万 加仓
DDOG DATADOG INC $1,016.55万0.86%39,044 13,00049.9% $338.47万 加仓
PANW PALO ALTO NETWORKS INC $855.28万0.73%25,080 00.0% — 不变
DASH DOORDASH INC $802.50万0.68%43,489 8,21823.3% $151.65万 加仓
NFLX NETFLIX INC. $784.33万0.67%109,850 00.0% — 不变
MRVL MARVELL TECHNOLOGY INC $691.16万0.59%23,202 11,38896.4% $339.24万 加仓
UBER UBER TECHNOLOGIES INC $552.28万0.47%76,536 26,20052.1% $189.06万 加仓
CRWD CROWDSTRIKE HLDGS INC $535.19万0.45%7,013 00.0% — 不变
JNJ JOHNSON & JOHNSON $446.43万0.38%17,578 2,15013.9% $54.60万 加仓
QCOM QUALCOMM INC $438.43万0.37%23,726 3,72618.6% $68.85万 加仓
TWLO TWILIO INC $438.08万0.37%21,232 16,521350.7% $340.88万 加仓
INTC INTEL CORP $415.90万0.35%29,786 29,3867,346.5% $410.32万 加仓
CSCO CISCO SYS INC $415.49万0.35%35,373 6,44722.3% $75.73万 加仓
GS GOLDMAN SACHS GROUP INC $391.20万0.33%3,868 1,00235.0% $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 20,000421.1% $292.38万 加仓
ADBE ADOBE INC $360.69万0.31%17,593 13,314311.1% $272.96万 加仓
NOW SERVICENOW INC $291.49万0.25%29,360 26,250844.1% $260.61万 加仓
ACN ACCENTURE PLC IRELAND $281.25万0.24%22,601 16,626278.3% $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 00.0% — 不变
ABBV ABBVIE INC $260.55万0.22%10,354 00.0% — 不变
TMUS T-MOBILE US INC $259.08万0.22%15,446 15,1805,706.8% $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 1,00260.7% $93.73万 加仓
LLY ELI LILLY & CO $246.96万0.21%2,059 00.0% — 不变
V VISA INC $243.35万0.21%7,093 3,591102.5% $123.20万 加仓
ABNB AIRBNB INC $242.61万0.21%16,954 00.0% — 不变
AXON AXON ENTERPRISE INC $234.45万0.20%4,182 00.0% — 不变
NSC NORFOLK SOUTHN CORP $233.08万0.20%7,409 00.0% — 不变
REGN REGENERON PHARMACEUTICALS $221.23万0.19%3,548 00.0% — 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 6,535194.4% $136.61万 加仓
ASML ASML HLDG NV $198.94万0.17%1,000 00.0% — 不变
P EVERPURE INC $184.37万0.16%23,400 00.0% — 不变
AON AON PLC $181.04万0.15%5,458 3,285151.2% $108.96万 加仓
CDNS CADENCE DESIGN SYSTEM INC $179.67万0.15%4,787 00.0% — 不变
XLE SELECT SECTOR SPDR TR $177.06万0.15%33,338 00.0% — 不变
TXN TEXAS INSTRS INC $174.10万0.15%5,841 2,43371.4% $72.52万 加仓
NU NU HLDGS LTD $165.98万0.14%124,237 00.0% — 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 2,91079.7% $71.38万 加仓
CRM SALESFORCE INC $158.24万0.13%10,101 00.0% — 不变
GILD GILEAD SCIENCES INC $156.78万0.13%12,409 00.0% — 不变
HOOD ROBINHOOD MKTS INC $144.37万0.12%14,397 00.0% — 不变
RKLB ROCKET LAB CORP $138.07万0.12%13,583 4,00041.7% $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 00.0% — 不变
BRK/B BERKSHIRE HATHAWAY INC DEL $130.40万0.11%2,606 1,21086.7% $60.55万 加仓
PTGX PROTAGONIST THERAPEUTICS INC $124.33万0.11%10,143 00.0% — 不变
INTU INTUIT $123.77万0.10%4,742 52812.5% $13.78万 加仓
MA MASTERCARD INCORPORATED $117.87万0.10%2,295 60035.4% $30.82万 加仓
FTNT FORTINET INC $111.91万0.09%7,285 00.0% — 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 00.0% — 不变
SHOP SHOPIFY INC $104.97万0.09%9,193 00.0% — 不变
ZS ZSCALER INC $100.84万0.09%7,144 00.0% — 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 00.0% — 不变
VRSN VERISIGN INC $83.22万0.07%3,308 00.0% — 不变
IWF ISHARES TR $82.40万0.07%6,636 00.0% — 不变
RTX RTX CORPORATION $82.15万0.07%4,330 00.0% — 不变
SBUX STARBUCKS CORP $81.75万0.07%8,000 00.0% — 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 00.0% — 不变
PEN PENUMBRA INC $71.04万0.06%2,250 00.0% — 不变
ISRG INTUITIVE SURGICAL INC $69.95万0.06%1,759 00.0% — 不变
NTNX NUTANIX INC $68.80万0.06%13,500 2,00017.4% $10.19万 加仓
CORT CORCEPT THERAPEUTICS INC $65.21万0.06%7,500 00.0% — 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 00.0% — 不变
JPM JPMORGAN CHASE & CO $62.72万0.05%1,916 24114.4% $7.89万 加仓
XYZ BLOCK INC $59.51万0.05%7,830 00.0% — 不变
PEP PEPSICO INC $58.78万0.05%4,341 00.0% — 不变
WFC WELLS FARGO & CO $58.67万0.05%7,100 00.0% — 不变
AXP AMERICAN EXPRESS CO $57.77万0.05%1,708 00.0% — 不变
WMT WALMART INC $55.38万0.05%4,890 00.0% — 不变