Torren Management, LLC
SAN DIEGO CA · SEC CIK 0002096203
$1.97亿2026Q2 申报市值
948持仓数
83.5%前十大占比 · 第一大 34.3%
4 / 41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
AVRE 加仓+$58.21万
AVUQ 加仓+$7.42万
CB 加仓+$5.35万
COST 加仓+$4.49万
AFL 加仓+$3.46万
2026Q2 卖出最多 按季末市值估算
DFSD 减仓-$747.27万
DFCF 减仓-$699.21万
DFGX 减仓-$407.17万
DUSB 减仓-$404.44万
LTPZ 减仓-$182.74万
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 |
|---|---|---|---|---|---|---|---|---|
| SXT | SENSIENT TECHNOLOGIES CORP COM | $2,652 | 0.00% | 22 | 1 | 4.8% | $121 | 加仓 |
| EQT | EQT CORP COM | $2,667 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| XPO | XPO INC COM | $2,669 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| FBP | FIRST BANCORP CORPORATION COM NEW | $2,686 | 0.00% | 103 | 1 | 1.0% | $26 | 加仓 |
| REX | REX AMERICAN RES CORP COM | $2,709 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| FIBK | FIRST INTST BANCSYSTEM INC COM | $2,737 | 0.00% | 71 | 1 | 1.4% | $39 | 加仓 |
| KYMR | KYMERA THERAPEUTICS INC COM | $2,752 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ROG | ROGERS CORP COM | $2,783 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| CMC | COMMERCIAL METALS CO COM | $2,824 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| UHS | UNIVERSAL HLTH SVCS INC CL B | $2,840 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC COM | $2,857 | 0.00% | 18 | -6 | -25.0% | -$952 | 减仓 |
| OMC | OMNICOM GROUP INC COM | $2,884 | 0.00% | 40 | 1 | 2.6% | $72 | 加仓 |
| CROX | CROCS INC COM | $2,895 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC COM | $2,898 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| ROKU | ROKU INC COM CL A | $2,901 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| PEG | PUBLIC SVC ENTERPRISE GROUP COM | $2,902 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| DTE | DTE ENERGY CO COM | $2,906 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| PFGC | PERFORMANCE FOOD GROUP CO COM | $2,907 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| SMTC | SEMTECH CORP COM | $2,913 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| ADSK | AUTODESK INC COM | $2,916 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GPC | GENUINE PARTS CO COM | $2,940 | 0.00% | 25 | -14 | -35.9% | -$1,646 | 减仓 |
| INCY | INCYTE CORP COM | $2,947 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| BBUC | BROOKFIELD BUSINESS CORP CL A SUB VTG SH | $2,955 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| IMKTA | INGLES MKTS INC CL A | $2,973 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| OBK | ORIGIN BANCORP INC COM | $3,005 | 0.00% | 59 | 1 | 1.7% | $51 | 加仓 |
| TCMD | TACTILE SYS TECHNOLOGY INC COM | $3,008 | 0.00% | 101 | 0 | 0.0% | — | 不变 |
| SYY | SYSCO CORP COM | $3,020 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| HWC | HANCOCK WHITNEY CORPORATION COM | $3,027 | 0.00% | 41 | 1 | 2.5% | $74 | 加仓 |
| BCPC | BALCHEM CORP COM | $3,041 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| CGNX | COGNEX CORP COM | $3,042 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP CL A | $3,045 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| KBR | KBR INC COM | $3,046 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| MD | PEDIATRIX MEDICAL GROUP INC COM | $3,065 | 0.00% | 121 | 0 | 0.0% | — | 不变 |
| HSY | HERSHEY CO COM | $3,074 | 0.00% | 18 | 8 | 80.0% | $1,366 | 加仓 |
| — | COSTAMARE BULKERS HLDGS LTD COM SHS | $3,091 | 0.00% | 176 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO COM | $3,109 | 0.00% | 224 | 1 | 0.4% | $14 | 加仓 |
| HWKN | HAWKINS INC COM | $3,126 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| JAZZ | JAZZ PHARMACEUTICALS PLC SHS USD | $3,133 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| RRX | REGAL REXNORD CORPORATION COM | $3,140 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| LGND | LIGAND PHARMACEUTICALS INC COM NEW | $3,161 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP COM | $3,170 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| EOG | EOG RES INC COM | $3,175 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ED | CONSOLIDATED EDISON INC COM | $3,175 | 0.00% | 29 | 1 | 3.6% | $109 | 加仓 |
| EVRG | EVERGY INC COM | $3,196 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| EG | EVEREST GROUP LTD COM | $3,259 | 0.00% | 9 | 2 | 28.6% | $724 | 加仓 |
| HOFT | HOOKER FURNISHINGS CORPORATION COM | $3,263 | 0.00% | 183 | 0 | 0.0% | — | 不变 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS INC CL A | $3,282 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| — | JANUS HENDERSON GROUP PLC ORD SHS | $3,290 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| NRG | NRG ENERGY INC COM NEW | $3,294 | 0.00% | 23 | 1 | 4.5% | $143 | 加仓 |
| CLSK | CLEANSPARK INC COM NEW | $3,303 | 0.00% | 227 | 0 | 0.0% | — | 不变 |
| ALNY | ALNYLAM PHARMACEUTICALS INC COM | $3,311 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| AVPT | AVEPOINT INC COM CL A | $3,318 | 0.00% | 296 | 0 | 0.0% | — | 不变 |
| BYD | BOYD GAMING CORP COM | $3,325 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| FFIV | F5 INC COM | $3,328 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MAZE | MAZE THERAPEUTICS INC COM | $3,342 | 0.00% | 112 | 0 | 0.0% | — | 不变 |
| COIN | COINBASE GLOBAL INC COM CL A | $3,362 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TDW | TIDEWATER INC NEW COM | $3,398 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| KFY | KORN FERRY COM NEW | $3,399 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| MOG/A | MOOG INC CL A | $3,416 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| PRCH | PORCH GROUP INC COM | $3,429 | 0.00% | 228 | 0 | 0.0% | — | 不变 |
| DAR | DARLING INGREDIENTS INC COM | $3,441 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| ZD | ZIFF DAVIS INC COM | $3,456 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC COM | $3,495 | 0.00% | 26 | -49 | -65.3% | -$6,587 | 减仓 |
| MLM | MARTIN MARIETTA MATLS INC COM | $3,495 | 0.00% | 6 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS COM | $3,503 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| CARE | CARTER BANKSHARES INC COM NEW | $3,506 | 0.00% | 103 | 0 | 0.0% | — | 不变 |
| KBH | KB HOME COM | $3,517 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| CEG | CONSTELLATION ENERGY CORP COM | $3,519 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VRSN | VERISIGN INC COM | $3,536 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC CL A COM | $3,549 | 0.00% | 20 | -14 | -41.2% | -$2,484 | 减仓 |
| BKR | BAKER HUGHES COMPANY CL A | $3,559 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| RUSHA | RUSH ENTERPRISES INC CL A | $3,568 | 0.00% | 49 | 0 | 0.0% | — | 不变 |
| KE | KIMBALL ELECTRONICS INC COM | $3,584 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| KN | KNOWLES CORP COM | $3,650 | 0.00% | 88 | 0 | 0.0% | — | 不变 |
| AJG | GALLAGHER ARTHUR J & CO COM | $3,673 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| PTGX | PROTAGONIST THERAPEUTICS INC COM | $3,677 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| USFD | US FOODS HLDG CORP COM | $3,681 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| TDAY | USA TODAY CO INC COM | $3,685 | 0.00% | 431 | 0 | 0.0% | — | 不变 |
| AXGN | AXOGEN INC COM | $3,695 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| PLPC | PREFORMED LINE PRODS CO COM | $3,695 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| PG | PROCTER & GAMBLE CO COM | $3,701 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| WEC | WEC ENERGY GROUP INC COM | $3,709 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| COLB | COLUMBIA BKG SYS INC COM | $3,718 | 0.00% | 116 | 0 | 0.0% | — | 不变 |
| CPRT | COPART INC COM | $3,721 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| WTFC | WINTRUST FINL CORP COM | $3,747 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC COM | $3,767 | 0.00% | 41 | 0 | 0.0% | — | 不变 |
| SAIA | SAIA INC COM | $3,790 | 0.00% | 9 | 1 | 12.5% | $421 | 加仓 |
| PSX | PHILLIPS 66 COM | $3,797 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| QTWO | Q2 HLDGS INC COM | $3,800 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ABG | ASBURY AUTOMOTIVE GROUP INC COM | $3,821 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| MRSH | MARSH & MCLENNAN COS INC COM | $3,833 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| FORM | FORMFACTOR INC COM | $3,838 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| ADBE | ADOBE INC COM | $3,895 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CCL | CARNIVAL CORP LTD COMMON SHARES | $3,913 | 0.00% | 137 | 137 | — | $3,913 | 新建仓 |
| WTW | WILLIS TOWERS WATSON PLC LTD SHS | $3,932 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRTX | VERTEX PHARMACEUTICALS INC COM | $3,974 | 0.00% | 8 | 1 | 14.3% | $497 | 加仓 |
| BLK | BLACKROCK INC COM | $4,006 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| VST | VISTRA CORP COM | $4,023 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| TDTF | FlexShares iBoxx 5-Year Target Duration TIPS Index Fund | $4,065 | 0.00% | 171 | 0 | 0.0% | — | 不变 |
| OMCL | OMNICELL COM COM | $4,069 | 0.00% | 98 | 0 | 0.0% | — | 不变 |