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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $21.97万 | 0.09% | 2,900 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.64万 | 0.09% | 5,600 | -14,480 | -72.1% | -$55.94万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $21.18万 | 0.09% | 645 | 645 | — | $21.18万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $20.49万 | 0.09% | 800 | 0 | 0.0% | — | 重新持有 |
| JPM | JPMORGAN CHASE & CO | $20.02万 | 0.08% | 692 | 15 | 2.2% | $4,340 | 加仓 |
| PATH | UIPATH INC | $13.72万 | 0.06% | 12,310 | 200 | 1.7% | $2,229 | 加仓 |
| LODE | COMSTOCK INC | $11.09万 | 0.05% | 36,613 | 7,344 | 25.1% | $2.23万 | 加仓 |
| — | SPERO THERAPEUTICS INC | $3.76万 | 0.02% | 17,025 | 0 | 0.0% | — | 不变 |
| FIGS | FIGS INC | $3.32万 | 0.01% | 2,250 | 2,250 | — | $3.32万 | 新建仓 |
| — | BIOATLA INC | $2,362 | 0.00% | 15,687 | 0 | 0.0% | — | 不变 |
| — | EXACT SCIENCES CORP | $0 | 0.00% | 0 | -15,156 | -100.0% | -$153.92万 | 清仓 |
| FBT | FIRST TR EXCHANGE-TRADED FD | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCU | DOCUSIGN INC | $0 | 0.00% | 0 | -4,086 | -100.0% | -$27.95万 | 清仓 |
| PINS | PINTEREST INC | $0 | 0.00% | 0 | -10,400 | -100.0% | -$26.93万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -1,835 | -100.0% | -$20.88万 | 清仓 |