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 |
|---|---|---|---|---|---|---|---|---|
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -67,452 | -100.0% | -$152.78万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -6,951 | -100.0% | -$70.22万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -11,010 | -100.0% | -$57.36万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -9,350 | -100.0% | -$46.07万 | 清仓 |
| HLN | HALEON PLC | $0 | 0.00% | 0 | -45,434 | -100.0% | -$45.64万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | -5,330 | -100.0% | -$39.87万 | 清仓 |
| NBIS | NEBIUS GROUP N.V. | $0 | 0.00% | 0 | -3,427 | -100.0% | -$33.73万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -2,100 | -100.0% | -$31.67万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -12,846 | -100.0% | -$29.88万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -9,435 | -100.0% | -$26.88万 | 清仓 |
| DOX | AMDOCS LTD | $0 | 0.00% | 0 | -3,755 | -100.0% | -$24.21万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -12,310 | -100.0% | -$13.72万 | 清仓 |
| — | SPERO THERAPEUTICS INC | $0 | 0.00% | 0 | -17,025 | -100.0% | -$3.76万 | 清仓 |
| FIGS | FIGS INC | $0 | 0.00% | 0 | -2,250 | -100.0% | -$3.32万 | 清仓 |
| — | BIOATLA INC | $0 | 0.00% | 0 | -15,687 | -100.0% | -$2,362 | 清仓 |
| LODE | COMSTOCK INC | $14.60万 | 0.05% | 34,886 | -1,727 | -4.7% | -$7,227 | 减仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.71万 | 0.07% | 5,600 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $21.36万 | 0.07% | 1,406 | -30 | -2.1% | -$4,557 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $21.44万 | 0.07% | 800 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $21.52万 | 0.07% | 610 | 610 | — | $21.52万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $22.78万 | 0.08% | 692 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $23.45万 | 0.08% | 2,830 | -700 | -19.8% | -$5.80万 | 减仓 |
| KO | COCA COLA CO | $23.78万 | 0.08% | 2,900 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $24.27万 | 0.08% | 684 | 0 | 0.0% | — | 重新持有 |
| GIS | GENERAL MILLS INC | $24.34万 | 0.08% | 6,900 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $26.68万 | 0.09% | 800 | 0 | 0.0% | — | 不变 |
| WTI | W & T OFFSHORE INC | $27.14万 | 0.09% | 83,755 | -64,650 | -43.6% | -$20.95万 | 减仓 |
| MO | ALTRIA GROUP INC | $27.57万 | 0.09% | 3,800 | 0 | 0.0% | — | 不变 |
| T | AT&T INC | $28.57万 | 0.10% | 13,704 | -2,173 | -13.7% | -$4.53万 | 减仓 |
| IWM | ISHARES TR | $28.76万 | 0.10% | 959 | 1 | 0.1% | $300 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $29.17万 | 0.10% | 16,915 | -5,070 | -23.1% | -$8.74万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $29.50万 | 0.10% | 629 | -16 | -2.5% | -$7,504 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $30.40万 | 0.10% | 400 | -100 | -20.0% | -$7.60万 | 重新持有 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $31.44万 | 0.11% | 633 | 10 | 1.6% | $4,967 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $31.84万 | 0.11% | 4,102 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $32.18万 | 0.11% | 826 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $32.19万 | 0.11% | 3,100 | -1,610 | -34.2% | -$16.72万 | 减仓 |
| BWXT | BWX TECHNOLOGIES INC | $32.26万 | 0.11% | 1,700 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $33.04万 | 0.11% | 2,410 | -600 | -19.9% | -$8.23万 | 减仓 |
| AVGO | BROADCOM INC | $34.42万 | 0.12% | 914 | -234 | -20.4% | -$8.81万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $34.79万 | 0.12% | 1,029 | 1,029 | — | $34.79万 | 新建仓 |
| RWR | SPDR SERIES TRUST | $35.27万 | 0.12% | 2,250 | 2,250 | — | $35.27万 | 新建仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.96万 | 0.13% | 3,900 | -200 | -4.9% | -$1.95万 | 减仓 |
| META | META PLATFORMS INC | $38.90万 | 0.13% | 700 | -10 | -1.4% | -$5,557 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $39.58万 | 0.13% | 61,950 | -2,100 | -3.3% | -$1.34万 | 减仓 |
| OKE | ONEOK INC NEW | $39.94万 | 0.14% | 4,468 | 147 | 3.4% | $1.31万 | 加仓 |
| GOOGL | ALPHABET INC | $41.03万 | 0.14% | 1,147 | -252 | -18.0% | -$9.02万 | 减仓 |
| PEP | PEPSICO INC | $41.04万 | 0.14% | 3,012 | 2 | 0.1% | $273 | 加仓 |
| ASML | ASML HLDG NV | $41.20万 | 0.14% | 210 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $41.87万 | 0.14% | 1,004 | -2,652 | -72.5% | -$110.60万 | 减仓 |
| TEAM | ATLASSIAN CORPORATION | $42.27万 | 0.14% | 5,460 | -1,102 | -16.8% | -$8.53万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $43.06万 | 0.15% | 6,049 | -4,161 | -40.8% | -$29.62万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $45.45万 | 0.15% | 900 | 100 | 12.5% | $5.05万 | 加仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $45.94万 | 0.16% | 1,850 | -400 | -17.8% | -$9.93万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $46.09万 | 0.16% | 4,200 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $46.48万 | 0.16% | 1,100 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $48.20万 | 0.16% | 6,320 | -6,500 | -50.7% | -$49.58万 | 减仓 |
| FUL | FULLER H B CO | $49.32万 | 0.17% | 8,400 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC | $53.28万 | 0.18% | 5,430 | -102 | -1.8% | -$1.00万 | 减仓 |
| IWR | ISHARES TR | $58.04万 | 0.20% | 5,258 | -200 | -3.7% | -$2.21万 | 减仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $62.45万 | 0.21% | 10,476 | 4,430 | 73.3% | $26.41万 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $64.14万 | 0.22% | 1,735 | -2,100 | -54.8% | -$77.64万 | 减仓 |
| VST | VISTRA CORP | $65.88万 | 0.22% | 4,050 | 50 | 1.2% | $8,134 | 加仓 |
| AMBA | AMBARELLA INC | $66.38万 | 0.23% | 8,000 | 8,000 | — | $66.38万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $67.61万 | 0.23% | 4,625 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $68.05万 | 0.23% | 3,835 | -100 | -2.5% | -$1.77万 | 减仓 |
| TWLO | TWILIO INC | $70.49万 | 0.24% | 3,500 | -2,740 | -43.9% | -$55.18万 | 减仓 |
| QQQ | INVESCO QQQ TR | $72.48万 | 0.25% | 986 | 1 | 0.1% | $735 | 加仓 |
| CADL | CANDEL THERAPEUTICS INC | $73.97万 | 0.25% | 66,456 | -692 | -1.0% | -$7,702 | 减仓 |
| V | VISA INC | $82.40万 | 0.28% | 2,400 | -6 | -0.2% | -$2,060 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $85.10万 | 0.29% | 9,181 | 0 | 0.0% | — | 不变 |
| AKAM | AKAMAI TECHNOLOGIES INC | $95.30万 | 0.32% | 8,011 | -2,200 | -21.5% | -$26.17万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $96.75万 | 0.33% | 22,780 | -29,918 | -56.8% | -$127.06万 | 减仓 |
| IVV | ISHARES TR | $96.88万 | 0.33% | 1,292 | -38 | -2.9% | -$2.85万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $97.13万 | 0.33% | 837 | -12 | -1.4% | -$1.39万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $98.34万 | 0.33% | 3,530 | -200 | -5.4% | -$5.57万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $100.63万 | 0.34% | 4,905 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $102.11万 | 0.35% | 17,877 | -19,538 | -52.2% | -$111.60万 | 减仓 |
| IBRX | IMMUNITYBIO INC | $102.64万 | 0.35% | 118,860 | 63,410 | 114.4% | $54.75万 | 加仓 |
| BA | BOEING CO | $105.38万 | 0.36% | 4,883 | 200 | 4.3% | $4.32万 | 加仓 |
| ABBV | ABBVIE INC | $107.55万 | 0.37% | 4,254 | 1 | 0.0% | $253 | 加仓 |
| HIMX | HIMAX TECHNOLOGIES INC | $107.58万 | 0.37% | 71,200 | 71,200 | — | $107.58万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $114.52万 | 0.39% | 38,780 | -2,100 | -5.1% | -$6.20万 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $117.77万 | 0.40% | 70,669 | 122 | 0.2% | $2,033 | 加仓 |
| SNOW | SNOWFLAKE INC | $122.22万 | 0.42% | 4,830 | -600 | -11.0% | -$15.18万 | 减仓 |
| — | FATPIPE INC UT | $134.42万 | 0.46% | 210,450 | 210,450 | — | $134.42万 | 新建仓 |
| SCMB | SCHWAB STRATEGIC TR | $136.18万 | 0.46% | 52,690 | -51,000 | -49.2% | -$131.81万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $143.15万 | 0.49% | 33,457 | -9,230 | -21.6% | -$39.49万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $151.82万 | 0.52% | 2,034 | 1 | 0.0% | $746 | 加仓 |
| PLAB | PHOTRONICS INC | $166.67万 | 0.57% | 51,800 | 51,800 | — | $166.67万 | 新建仓 |
| VCEL | VERICEL CORP | $167.46万 | 0.57% | 38,308 | -6,375 | -14.3% | -$27.87万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $168.09万 | 0.57% | 170,560 | -5,026 | -2.9% | -$4.95万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $171.74万 | 0.58% | 23,422 | -4,600 | -16.4% | -$33.73万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $181.10万 | 0.61% | 15,415 | -9,420 | -37.9% | -$110.67万 | 减仓 |
| U | UNITY SOFTWARE INC | $187.48万 | 0.64% | 65,713 | -12,970 | -16.5% | -$37.00万 | 减仓 |
| FIG | FIGMA INC | $187.55万 | 0.64% | 104,426 | 9,546 | 10.1% | $17.14万 | 加仓 |
| WMB | WILLIAMS COS INC | $228.36万 | 0.78% | 30,243 | -2,100 | -6.5% | -$15.86万 | 减仓 |
| BAC | BANK OF AMER CORP | $233.30万 | 0.79% | 40,702 | 1,051 | 2.7% | $6.02万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $233.51万 | 0.79% | 4,710 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC | $233.99万 | 0.79% | 130,796 | 4,769 | 3.8% | $8.53万 | 加仓 |