Torrey Growth & Income Advisors
DEL MAR CA · SEC CIK 0002087822
$2.94亿2026Q2 申报市值
108持仓数
62.0%前十大占比 · 第一大 27.0%
10 / 15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
GFS 新建仓+$421.04万
EXTR 新建仓+$376.58万
WOLF 新建仓+$269.90万
PLAB 新建仓+$166.67万
FATPIPE INC UT 新建仓+$134.42万
2026Q2 卖出最多 按季末市值估算
AMD 减仓-$1,471.80万
QCOM 减仓-$311.09万
SHOP 减仓-$253.09万
TTD 清仓-$152.78万
SCMB 减仓-$131.81万
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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | APPLE INC | $247.55万 | 0.84% | 8,595 | -474 | -5.2% | -$13.65万 | 减仓 |
| NVO | NOVO-NORDISK A S | $264.41万 | 0.90% | 55,006 | -777 | -1.4% | -$3.74万 | 减仓 |
| WOLF | WOLFSPEED INC | $269.90万 | 0.92% | 53,110 | 53,110 | — | $269.90万 | 新建仓 |
| COST | COSTCO WHOLESALE CORPORATION | $295.62万 | 1.00% | 3,146 | 200 | 6.8% | $18.79万 | 加仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $326.00万 | 1.11% | 186,551 | 36,346 | 24.2% | $63.51万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $345.32万 | 1.17% | 17,429 | -39 | -0.2% | -$7,727 | 减仓 |
| EXTR | EXTREME NETWORKS INC | $376.58万 | 1.28% | 116,015 | 116,015 | — | $376.58万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $378.37万 | 1.28% | 16,915 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $390.74万 | 1.33% | 10,540 | 513 | 5.1% | $19.02万 | 加仓 |
| CRM | SALESFORCE INC | $406.93万 | 1.38% | 26,214 | 1,774 | 7.3% | $27.54万 | 加仓 |
| GFS | GLOBALFOUNDRIES INC | $421.04万 | 1.43% | 52,025 | 52,025 | — | $421.04万 | 新建仓 |
| SHOP | SHOPIFY INC | $424.29万 | 1.44% | 37,093 | -22,126 | -37.4% | -$253.09万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $537.96万 | 1.83% | 18,110 | 592 | 3.4% | $17.59万 | 加仓 |
| LLY | ELI LILLY & CO | $634.00万 | 2.15% | 5,248 | 1 | 0.0% | $1,208 | 加仓 |
| PFE | PFIZER INC | $733.98万 | 2.49% | 304,431 | -28,236 | -8.5% | -$68.08万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $765.82万 | 2.60% | 17,900 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $781.24万 | 2.65% | 53,400 | -6,472 | -10.8% | -$94.69万 | 减仓 |
| AMZN | AMAZON COM INC | $858.93万 | 2.92% | 35,829 | 1,022 | 2.9% | $24.50万 | 加仓 |
| FAS | DIREXION SHARES ETF TRUST | $923.64万 | 3.14% | 62,385 | -1,885 | -2.9% | -$27.91万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1,005.03万 | 3.41% | 29,747 | -209 | -0.7% | -$7.06万 | 减仓 |
| NOW | SERVICENOW INC | $1,638.34万 | 5.56% | 167,880 | 1,425 | 0.9% | $13.91万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $2,966.50万 | 10.07% | 51,296 | -25,450 | -33.2% | -$1,471.80万 | 减仓 |
| QCOM | QUALCOMM INC | $7,943.12万 | 26.97% | 426,198 | -16,692 | -3.8% | -$311.09万 | 减仓 |