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 |
|---|---|---|---|---|---|---|---|---|
| QCOM | QUALCOMM INC | $5,640.65万 | 23.68% | 442,890 | -1,700 | -0.4% | -$21.65万 | 减仓 |
| NOW | SERVICENOW INC | $1,764.92万 | 7.41% | 166,455 | -1,012 | -0.6% | -$10.73万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,544.13万 | 6.48% | 76,746 | 172 | 0.2% | $3.46万 | 加仓 |
| PFE | PFIZER INC | $934.63万 | 3.92% | 332,667 | 18,667 | 5.9% | $52.44万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $897.96万 | 3.77% | 29,956 | -4,010 | -11.8% | -$120.20万 | 减仓 |
| ORCL | ORACLE CORP | $854.79万 | 3.59% | 59,872 | -1,524 | -2.5% | -$21.76万 | 减仓 |
| FAS | DIREXION SHARES ETF TRUST | $737.88万 | 3.10% | 64,270 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $718.38万 | 3.02% | 34,807 | 1,533 | 4.6% | $31.64万 | 加仓 |
| SHOP | SHOPIFY INC | $684.63万 | 2.87% | 59,219 | 390 | 0.7% | $4.51万 | 加仓 |
| LLY | ELI LILLY & CO | $481.06万 | 2.02% | 5,247 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $456.44万 | 1.92% | 24,440 | 7,900 | 47.8% | $147.54万 | 加仓 |
| WM | WASTE MGMT INC DEL | $387.03万 | 1.62% | 16,915 | 1 | 0.0% | $229 | 加仓 |
| LRCX | LAM RESEARCH CORP | $372.98万 | 1.57% | 17,900 | -1,000 | -5.3% | -$20.84万 | 减仓 |
| MSFT | MICROSOFT CORP | $367.69万 | 1.54% | 10,027 | -248 | -2.4% | -$9.09万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $352.60万 | 1.48% | 24,835 | -700 | -2.7% | -$9.94万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $330.84万 | 1.39% | 52,698 | 3,800 | 7.8% | $23.86万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $298.04万 | 1.25% | 17,468 | 92 | 0.5% | $1.57万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $291.85万 | 1.23% | 2,946 | 200 | 7.3% | $19.81万 | 加仓 |
| SCMB | SCHWAB STRATEGIC TR | $264.25万 | 1.11% | 103,690 | -8,602 | -7.7% | -$21.92万 | 减仓 |
| WMB | WILLIAMS COS INC | $235.49万 | 0.99% | 32,343 | -7,874 | -19.6% | -$57.33万 | 减仓 |
| AAPL | APPLE INC | $225.91万 | 0.95% | 9,069 | 247 | 2.8% | $6.15万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $213.09万 | 0.89% | 42,687 | -6,100 | -12.5% | -$30.45万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $208.86万 | 0.88% | 4,710 | -9 | -0.2% | -$3,991 | 减仓 |
| NVO | NOVO-NORDISK A S | $201.66万 | 0.85% | 55,783 | 17,890 | 47.2% | $64.67万 | 加仓 |
| FIG | FIGMA INC | $199.06万 | 0.84% | 94,880 | 760 | 0.8% | $1.59万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $198.52万 | 0.83% | 28,022 | 65 | 0.2% | $4,605 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $196.98万 | 0.83% | 126,027 | 10,000 | 8.6% | $15.63万 | 加仓 |
| BAC | BANK AMERICA CORP | $189.83万 | 0.80% | 39,651 | -310 | -0.8% | -$1.48万 | 减仓 |
| U | UNITY SOFTWARE INC | $172.98万 | 0.73% | 78,683 | -1,691 | -2.1% | -$3.72万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $165.76万 | 0.70% | 17,518 | 270 | 1.6% | $2.55万 | 加仓 |
| TEM | TEMPUS AI INC | $164.36万 | 0.69% | 37,415 | -5,200 | -12.2% | -$22.84万 | 减仓 |
| TTD | THE TRADE DESK INC | $152.78万 | 0.64% | 67,452 | 36,123 | 115.3% | $81.82万 | 加仓 |
| VCEL | VERICEL CORP | $142.18万 | 0.60% | 44,683 | -1,000 | -2.2% | -$3.18万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $130.53万 | 0.55% | 2,033 | 1 | 0.0% | $642 | 加仓 |
| MAR | MARRIOTT INTL INC NEW | $124.13万 | 0.52% | 3,835 | -300 | -7.3% | -$9.71万 | 减仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $122.34万 | 0.51% | 150,205 | 700 | 0.5% | $5,702 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $114.56万 | 0.48% | 10,211 | -400 | -3.8% | -$4.49万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $112.55万 | 0.47% | 175,586 | -3,600 | -2.0% | -$2.31万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $97.17万 | 0.41% | 3,656 | -405 | -10.0% | -$10.76万 | 减仓 |
| DRI | DARDEN RESTAURANTS INC | $95.41万 | 0.40% | 4,905 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $92.10万 | 0.39% | 4,253 | 1 | 0.0% | $217 | 加仓 |
| BA | BOEING CO | $90.80万 | 0.38% | 4,683 | 1,015 | 27.7% | $19.68万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $89.26万 | 0.37% | 3,730 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC | $88.65万 | 0.37% | 40,880 | -100 | -0.2% | -$2,169 | 减仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $88.61万 | 0.37% | 70,547 | 33,608 | 91.0% | $42.21万 | 加仓 |
| IVV | ISHARES TR | $85.77万 | 0.36% | 1,330 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $85.75万 | 0.36% | 9,181 | 49 | 0.5% | $4,577 | 加仓 |
| SNOW | SNOWFLAKE INC | $81.81万 | 0.34% | 5,430 | 0 | 0.0% | — | 不变 |
| TWLO | TWILIO INC | $77.14万 | 0.32% | 6,240 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $75.54万 | 0.32% | 12,820 | -100 | -0.8% | -$5,892 | 减仓 |
| V | VISA INC | $72.08万 | 0.30% | 2,406 | 50 | 2.1% | $1.50万 | 加仓 |
| CLX | CLOROX CO DEL | $70.22万 | 0.29% | 6,951 | -100 | -1.4% | -$1.01万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $66.23万 | 0.28% | 4,625 | -11 | -0.2% | -$1,575 | 减仓 |
| VST | VISTRA CORP | $59.04万 | 0.25% | 4,000 | 0 | 0.0% | — | 不变 |
| NKE | NIKE INC | $57.36万 | 0.24% | 11,010 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $55.98万 | 0.24% | 985 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $54.17万 | 0.23% | 10,210 | 4,501 | 78.8% | $23.88万 | 加仓 |
| WTI | W & T OFFSHORE INC | $53.20万 | 0.22% | 148,405 | 900 | 0.6% | $3,227 | 加仓 |
| IWR | ISHARES TR | $52.44万 | 0.22% | 5,458 | 6 | 0.1% | $576 | 加仓 |
| PAYX | PAYCHEX INC | $51.21万 | 0.21% | 5,532 | 0 | 0.0% | — | 不变 |
| FUL | FULLER H B CO | $51.10万 | 0.21% | 8,400 | 0 | 0.0% | — | 不变 |
| ILMN | ILLUMINA INC | $48.75万 | 0.20% | 3,935 | 0 | 0.0% | — | 不变 |
| LMT | LOCKHEED MARTIN CORP | $48.17万 | 0.20% | 800 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $46.78万 | 0.20% | 3,010 | 0 | 0.0% | — | 不变 |
| MRNA | MODERNA INC | $46.07万 | 0.19% | 9,350 | -100 | -1.1% | -$4,927 | 减仓 |
| HLN | HALEON PLC | $45.64万 | 0.19% | 45,434 | -4,900 | -9.7% | -$4.92万 | 减仓 |
| T | AT&T INC | $45.38万 | 0.19% | 15,877 | 0 | 0.0% | — | 不变 |
| TEAM | ATLASSIAN CORPORATION | $44.86万 | 0.19% | 6,562 | -399 | -5.7% | -$2.73万 | 减仓 |
| SOUN | SOUNDHOUND AI INC | $40.86万 | 0.17% | 64,050 | -87 | -0.1% | -$555 | 减仓 |
| IBRX | IMMUNITYBIO INC | $40.51万 | 0.17% | 55,450 | 55,450 | — | $40.51万 | 新建仓 |
| OKE | ONEOK INC NEW | $40.18万 | 0.17% | 4,321 | 0 | 0.0% | — | 不变 |
| CRWV | COREWEAVE INC | $39.87万 | 0.17% | 5,330 | 0 | 0.0% | — | 不变 |
| KMB | KIMBERLY-CLARK CORP | $39.81万 | 0.17% | 4,200 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $39.58万 | 0.17% | 710 | 18 | 2.6% | $1.00万 | 加仓 |
| GOOGL | ALPHABET INC | $39.35万 | 0.17% | 1,399 | 257 | 22.5% | $7.23万 | 加仓 |
| ETN | EATON CORP PLC | $38.70万 | 0.16% | 1,100 | 0 | 0.0% | — | 不变 |
| VWO | VANGUARD INTL EQUITY INDEX F | $38.12万 | 0.16% | 6,046 | -3,652 | -37.7% | -$23.03万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $37.87万 | 0.16% | 4,100 | 0 | 0.0% | — | 不变 |
| AVGO | BROADCOM INC | $34.76万 | 0.15% | 1,148 | -222 | -16.2% | -$6.72万 | 减仓 |
| NBIS | NEBIUS GROUP N.V. | $33.73万 | 0.14% | 3,427 | 3,427 | — | $33.73万 | 新建仓 |
| BWXT | BWX TECHNOLOGIES INC | $33.55万 | 0.14% | 1,700 | 0 | 0.0% | — | 不变 |
| CVS | CVS HEALTH CORP | $33.39万 | 0.14% | 4,710 | 5 | 0.1% | $354 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $32.08万 | 0.13% | 21,985 | 21,985 | — | $32.08万 | 新建仓 |
| CADL | CANDEL THERAPEUTICS INC | $31.76万 | 0.13% | 67,148 | 398 | 0.6% | $1,883 | 加仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $31.67万 | 0.13% | 2,100 | 0 | 0.0% | — | 不变 |
| DOCS | DOXIMITY INC | $29.88万 | 0.13% | 12,846 | -800 | -5.9% | -$1.86万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $29.78万 | 0.13% | 4,102 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $29.72万 | 0.12% | 623 | 28 | 4.7% | $1.34万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $27.79万 | 0.12% | 849 | 3 | 0.4% | $982 | 加仓 |
| ASML | ASML HLDG NV | $27.10万 | 0.11% | 210 | 0 | 0.0% | — | 不变 |
| CMCSA | COMCAST CORP NEW | $26.88万 | 0.11% | 9,435 | 0 | 0.0% | — | 不变 |
| UAL | UNITED AIRLS HLDGS INC | $26.28万 | 0.11% | 3,010 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $25.45万 | 0.11% | 6,900 | 0 | 0.0% | — | 不变 |
| MO | ALTRIA GROUP INC | $25.27万 | 0.11% | 3,800 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $25.23万 | 0.11% | 3,530 | 0 | 0.0% | — | 不变 |
| DOX | AMDOCS LTD | $24.21万 | 0.10% | 3,755 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $23.89万 | 0.10% | 826 | 0 | 0.0% | — | 不变 |
| IWM | ISHARES TR | $23.42万 | 0.10% | 958 | 0 | 0.0% | — | 不变 |
| TRV | TRAVELERS COMPANIES INC | $23.20万 | 0.10% | 800 | 0 | 0.0% | — | 不变 |
| TJX | TJX COS INC NEW | $22.59万 | 0.09% | 1,436 | 0 | 0.0% | — | 不变 |