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 |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | $23.78万 | 0.08% | 2,900 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | 0 | 0.0% | — | 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 | $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 |