13F 机构持仓

Torrey Growth & Income Advisors

DEL MAR CA · SEC CIK 0002087822

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2.94亿2026Q2
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

QCOM 27.0%
AMD 10.1%
NOW 5.6%
AXP 3.4%
FAS 3.1%
AMZN 2.9%
ORCL 2.7%
LRCX 2.6%
PFE 2.5%
LLY 2.2%

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
KO COCA COLA CO $23.78万0.08%2,900 00.0% — 不变
BHP BHP BILLITON LIMITED $23.45万0.08%2,830 -700-19.8% -$5.80万 减仓
JPM JPMORGAN CHASE & CO $22.78万0.08%692 00.0% — 不变
HD HOME DEPOT INC $21.52万0.07%610 610— $21.52万 新建仓
ITW ILLINOIS TOOL WKS INC $21.44万0.07%800 00.0% — 不变
TJX TJX COS INC NEW $21.36万0.07%1,406 -30-2.1% -$4,557 减仓
EPD ENTERPRISE PRODS PARTNERS L $20.71万0.07%5,600 00.0% — 不变
LODE COMSTOCK INC $14.60万0.05%34,886 -1,727-4.7% -$7,227 减仓
TTD THE TRADE DESK INC $00.00%0 -67,452-100.0% -$152.78万 清仓
CLX CLOROX CO DEL $00.00%0 -6,951-100.0% -$70.22万 清仓
NKE NIKE INC $00.00%0 -11,010-100.0% -$57.36万 清仓
MRNA MODERNA INC $00.00%0 -9,350-100.0% -$46.07万 清仓
HLN HALEON PLC $00.00%0 -45,434-100.0% -$45.64万 清仓
CRWV COREWEAVE INC $00.00%0 -5,330-100.0% -$39.87万 清仓
NBIS NEBIUS GROUP N.V. $00.00%0 -3,427-100.0% -$33.73万 清仓
LYV LIVE NATION ENTERTAINMENT IN $00.00%0 -2,100-100.0% -$31.67万 清仓
DOCS DOXIMITY INC $00.00%0 -12,846-100.0% -$29.88万 清仓
CMCSA COMCAST CORP NEW $00.00%0 -9,435-100.0% -$26.88万 清仓
DOX AMDOCS LTD $00.00%0 -3,755-100.0% -$24.21万 清仓
PATH UIPATH INC $00.00%0 -12,310-100.0% -$13.72万 清仓
— SPERO THERAPEUTICS INC $00.00%0 -17,025-100.0% -$3.76万 清仓
FIGS FIGS INC $00.00%0 -2,250-100.0% -$3.32万 清仓
— BIOATLA INC $00.00%0 -15,687-100.0% -$2,362 清仓