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 |
|---|---|---|---|---|---|---|---|---|
| MHK | MOHAWK INDS INC COM | $4,125 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NTGR | NETGEAR INC COM | $4,133 | 0.00% | 177 | 0 | 0.0% | — | 不变 |
| CTNM | CONTINEUM THERAPEUTICS INC CL A | $4,163 | 0.00% | 254 | 0 | 0.0% | — | 不变 |
| EME | EMCOR GROUP INC COM | $4,165 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| LUV | SOUTHWEST AIRLS CO COM | $4,168 | 0.00% | 81 | 0 | 0.0% | — | 不变 |
| EWBC | EAST WEST BANCORP INC COM | $4,185 | 0.00% | 32 | 0 | 0.0% | — | 不变 |
| NPO | ENPRO INC COM | $4,199 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| ADM | ARCHER DANIELS MIDLAND CO COM | $4,214 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| ALLY | ALLY FINL INC COM | $4,219 | 0.00% | 92 | 0 | 0.0% | — | 不变 |
| NWS | NEWS CORP NEW CL B | $4,237 | 0.00% | 151 | 0 | 0.0% | — | 不变 |
| PRSU | PURSUIT ATTRACTIONS AND HOSPIT COM | $4,254 | 0.00% | 76 | 0 | 0.0% | — | 不变 |
| LITE | LUMENTUM HLDGS INC COM | $4,290 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC COM CL A | $4,322 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| SPHR | SPHERE ENTERTAINMENT CO CL A | $4,326 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| RKT | ROCKET COS INC COM CL A | $4,331 | 0.00% | 275 | 0 | 0.0% | — | 不变 |
| HAPN | HAPPEN INC COM NEW | $4,335 | 0.00% | 209 | 0 | 0.0% | — | 不变 |
| TREE | LENDINGTREE INC COM | $4,340 | 0.00% | 98 | 0 | 0.0% | — | 不变 |
| SMCI | SUPER MICRO COMPUTER INC COM NEW | $4,341 | 0.00% | 148 | 10 | 7.2% | $293 | 加仓 |
| FOXA | FOX CORP CL A COM | $4,360 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| CHRW | C H ROBINSON WORLDWIDE IN COM NEW | $4,396 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| VSH | VISHAY INTERTECHNOLOGY INC COM | $4,410 | 0.00% | 82 | 0 | 0.0% | — | 不变 |
| RNR | RENAISSANCERE HLDGS LTD COM | $4,442 | 0.00% | 14 | 11 | 366.7% | $3,490 | 加仓 |
| TXNM | TXNM ENERGY INC COM | $4,503 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| CDNA | CAREDX INC COM | $4,503 | 0.00% | 158 | 0 | 0.0% | — | 不变 |
| BBT | BEACON FINANCIAL CORP. COM | $4,514 | 0.00% | 148 | 0 | 0.0% | — | 不变 |
| NDSN | NORDSON CORP COM | $4,525 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| SNDR | SCHNEIDER NATIONAL INC CL B | $4,530 | 0.00% | 124 | 0 | 0.0% | — | 不变 |
| EAT | BRINKER INTL INC COM | $4,536 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| CAKE | CHEESECAKE FACTORY INC COM | $4,553 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| IDCC | INTERDIGITAL INC COM | $4,567 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| MPB | MID PENN BANCORP INC COM | $4,599 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| LEN | LENNAR CORP CL A | $4,615 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| LSTR | LANDSTAR SYS INC COM | $4,628 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP COM | $4,645 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| IVZ | INVESCO LTD SHS | $4,647 | 0.00% | 176 | 12 | 7.3% | $317 | 加仓 |
| ALRS | ALERUS FINL CORP COM | $4,665 | 0.00% | 150 | 0 | 0.0% | — | 不变 |
| RSVR | RESERVOIR MEDIA INC COM | $4,668 | 0.00% | 472 | 0 | 0.0% | — | 不变 |
| BATRA | ATLANTA BRAVES HLDGS INC COM SER A | $4,730 | 0.00% | 84 | 0 | 0.0% | — | 不变 |
| ANET | ARISTA NETWORKS INC COM SHS | $4,757 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| MLI | MUELLER INDS INC COM | $4,794 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| LH | LABCORP HOLDINGS INC COM SHS | $4,832 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC COM | $4,897 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| CVCO | CAVCO INDS INC DEL COM | $4,915 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| CATY | CATHAY GEN BANCORP COM | $4,922 | 0.00% | 79 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE INC COM | $4,924 | 0.00% | 40 | 0 | 0.0% | — | 不变 |
| CNXN | PC CONNECTION INC COM | $4,927 | 0.00% | 67 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO COM | $4,944 | 0.00% | 156 | -130 | -45.5% | -$4,120 | 减仓 |
| LYV | LIVE NATION ENTERTAINMENT INC COM | $4,944 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| AVR | ANTERIS TECHNOLOGIES GLOBAL COM | $4,955 | 0.00% | 503 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC COM | $4,974 | 0.00% | 57 | 1 | 1.8% | $87 | 加仓 |
| DHR | DANAHER CORP DEL COM | $4,984 | 0.00% | 26 | 0 | 0.0% | — | 不变 |
| CPAY | CORPAY INC COM SHS | $4,999 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VREX | VAREX IMAGING CORP COM | $5,006 | 0.00% | 480 | 0 | 0.0% | — | 不变 |
| — | WEBSTER FINL CORP COM | $5,050 | 0.00% | 66 | 4 | 6.5% | $306 | 加仓 |
| PKG | PACKAGING CORP AMER COM | $5,083 | 0.00% | 21 | 0 | 0.0% | — | 不变 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES CORP COM | $5,127 | 0.00% | 239 | 0 | 0.0% | — | 不变 |
| IRDM | IRIDIUM COMMUNICATIONS INC COM | $5,127 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| HUBG | HUB GROUP INC CL A | $5,149 | 0.00% | 118 | 1 | 0.9% | $44 | 加仓 |
| TDS | TELEPHONE & DATA SYS INC COM NEW | $5,182 | 0.00% | 140 | 0 | 0.0% | — | 不变 |
| BATRK | ATLANTA BRAVES HLDGS INC COM SER C | $5,190 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| BIOA | BIOAGE LABS INC COM | $5,221 | 0.00% | 213 | 0 | 0.0% | — | 不变 |
| — | CHART INDS INC COM | $5,224 | 0.00% | 25 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND SHS CLASS A | $5,226 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW COM | $5,249 | 0.00% | 127 | 78 | 159.2% | $3,224 | 加仓 |
| SCHW | SCHWAB CHARLES CORP COM | $5,298 | 0.00% | 57 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC COM | $5,336 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SAH | SONIC AUTOMOTIVE INC CL A | $5,337 | 0.00% | 63 | 0 | 0.0% | — | 不变 |
| TER | TERADYNE INC COM | $5,359 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| IMAX | IMAX CORP COM | $5,381 | 0.00% | 135 | 0 | 0.0% | — | 不变 |
| MCO | MOODYS CORP COM | $5,435 | 0.00% | 12 | 0 | 0.0% | — | 不变 |
| IIIN | INSTEEL INDS INC COM | $5,436 | 0.00% | 180 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC COM | $5,448 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| CAT | CATERPILLAR INC COM | $5,463 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC COM | $5,478 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| NSIT | INSIGHT ENTERPRISES INC COM | $5,481 | 0.00% | 45 | 0 | 0.0% | — | 不变 |
| WFC | WELLS FARGO & CO COM | $5,488 | 0.00% | 66 | 0 | 0.0% | — | 不变 |
| ALHC | ALIGNMENT HEALTHCARE INC COM | $5,500 | 0.00% | 231 | 0 | 0.0% | — | 不变 |
| FCN | FTI CONSULTING INC COM | $5,513 | 0.00% | 37 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC COM | $5,525 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC COM | $5,534 | 0.00% | 11 | 1 | 10.0% | $503 | 加仓 |
| AMGN | AMGEN INC COM | $5,540 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| VRSK | VERISK ANALYTICS INC COM | $5,565 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| DIOD | DIODES INC COM | $5,581 | 0.00% | 51 | 0 | 0.0% | — | 不变 |
| CMBT | CMB.TECH NV SHS | $5,582 | 0.00% | 399 | 0 | 0.0% | — | 不变 |
| IRTC | IRHYTHM HOLDINGS INC COM | $5,591 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| AXON | AXON ENTERPRISE INC COM | $5,606 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| JCI | JOHNSON CTLS INTL PLC SHS | $5,699 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| YUM | YUM BRANDS INC COM | $5,755 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| SXI | STANDEX INTL CORP COM | $5,760 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| NNI | NELNET INC CL A | $5,778 | 0.00% | 43 | 0 | 0.0% | — | 不变 |
| SYF | SYNCHRONY FINANCIAL COM | $5,868 | 0.00% | 77 | 4 | 5.5% | $305 | 加仓 |
| SO | SOUTHERN CO COM | $5,876 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| TXRH | TEXAS ROADHOUSE INC COM | $5,880 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| PAG | PENSKE AUTOMOTIVE GRP INC COM | $5,905 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| R | RYDER SYS INC COM | $5,928 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| SF | STIFEL FINL CORP COM | $5,946 | 0.00% | 85 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP COM | $5,978 | 0.00% | 64 | 0 | 0.0% | — | 不变 |
| SOFI | SOFI TECHNOLOGIES INC COM | $5,989 | 0.00% | 334 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC CL A | $6,022 | 0.00% | 13 | 0 | 0.0% | — | 不变 |
| — | TAYLOR MORRISON HOME CORP COM | $6,026 | 0.00% | 84 | 0 | 0.0% | — | 不变 |