Torrey Growth & Income Advisors
DEL MAR CA · SEC CIK 0002087822
$2.38亿2026Q1 申报市值
110持仓数
59.9%前十大占比 · 第一大 23.7%
5 / 4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
CRM 加仓+$147.54万
TTD 加仓+$81.82万
NVO 加仓+$64.67万
PFE 加仓+$52.44万
NTLA 加仓+$42.21万
2026Q1 卖出最多 按季末市值估算
EXACT SCIENCES C 清仓-$153.92万
AXP 减仓-$120.20万
WMB 减仓-$57.33万
EPD 重新持有-$55.94万
VZ 减仓-$30.45万
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $298.04万 | 1.25% | 17,468 | 92 | 0.5% | $1.57万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $330.84万 | 1.39% | 52,698 | 3,800 | 7.8% | $23.86万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $352.60万 | 1.48% | 24,835 | -700 | -2.7% | -$9.94万 | 减仓 |
| MSFT | MICROSOFT CORP | $367.69万 | 1.54% | 10,027 | -248 | -2.4% | -$9.09万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $372.98万 | 1.57% | 17,900 | -1,000 | -5.3% | -$20.84万 | 减仓 |
| WM | WASTE MGMT INC DEL | $387.03万 | 1.62% | 16,915 | 1 | 0.0% | $229 | 加仓 |
| CRM | SALESFORCE INC | $456.44万 | 1.92% | 24,440 | 7,900 | 47.8% | $147.54万 | 加仓 |
| LLY | ELI LILLY & CO | $481.06万 | 2.02% | 5,247 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $684.63万 | 2.87% | 59,219 | 390 | 0.7% | $4.51万 | 加仓 |
| AMZN | AMAZON COM INC | $718.38万 | 3.02% | 34,807 | 1,533 | 4.6% | $31.64万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $737.88万 | 3.10% | 64,270 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $854.79万 | 3.59% | 59,872 | -1,524 | -2.5% | -$21.76万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $897.96万 | 3.77% | 29,956 | -4,010 | -11.8% | -$120.20万 | 减仓 |
| PFE | PFIZER INC | $934.63万 | 3.92% | 332,667 | 18,667 | 5.9% | $52.44万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,544.13万 | 6.48% | 76,746 | 172 | 0.2% | $3.46万 | 加仓 |
| NOW | SERVICENOW INC | $1,764.92万 | 7.41% | 166,455 | -1,012 | -0.6% | -$10.73万 | 减仓 |
| QCOM | QUALCOMM INC | $5,640.65万 | 23.68% | 442,890 | -1,700 | -0.4% | -$21.65万 | 减仓 |