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 |
|---|---|---|---|---|---|---|---|---|
| CME | CME GROUP INC COM | $6,095 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| NTRS | NORTHERN TR CORP COM | $6,128 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| PRDO | PERDOCEO ED CORP COM | $6,144 | 0.00% | 192 | 0 | 0.0% | — | 不变 |
| MTH | MERITAGE HOMES CORP COM | $6,162 | 0.00% | 73 | 0 | 0.0% | — | 不变 |
| ZM | ZOOM COMMUNICATIONS INC CL A | $6,214 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| IONQ | IONQ INC COM | $6,231 | 0.00% | 117 | 0 | 0.0% | — | 不变 |
| EXPD | EXPEDITORS INTL WASH INC COM | $6,251 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| GILD | GILEAD SCIENCES INC COM | $6,270 | 0.00% | 50 | 0 | 0.0% | — | 不变 |
| SPNT | Siriuspoint Ltd Com | $6,360 | 0.00% | 265 | 0 | 0.0% | — | 不变 |
| MCS | MARCUS CORP DEL COM | $6,381 | 0.00% | 272 | 0 | 0.0% | — | 不变 |
| MTD | METTLER TOLEDO INTERNATIONAL COM | $6,388 | 0.00% | 5 | -12 | -70.6% | -$1.53万 | 减仓 |
| AZO | AUTOZONE INC COM | $6,392 | 0.00% | 2 | 0 | 0.0% | — | 不变 |
| ELF | E L F BEAUTY INC COM | $6,438 | 0.00% | 87 | 0 | 0.0% | — | 不变 |
| LAD | LITHIA MTRS INC COM | $6,444 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| FANG | DIAMONDBACK ENERGY INC COM | $6,455 | 0.00% | 37 | 1 | 2.8% | $174 | 加仓 |
| M | MACYS INC COM | $6,492 | 0.00% | 276 | 1 | 0.4% | $24 | 加仓 |
| SPGI | S&P GLOBAL INC COM | $6,516 | 0.00% | 16 | -5 | -23.8% | -$2,036 | 减仓 |
| RVMD | REVOLUTION MEDICINES INC COM | $6,555 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| BFH | BREAD FINANCIAL HOLDINGS INC COM | $6,629 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| GVA | GRANITE CONSTR INC COM | $6,674 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| ELV | ELEVANCE HEALTH INC FORMERLY A COM | $6,724 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| ABNB | AIRBNB INC COM CL A | $6,726 | 0.00% | 47 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC COM | $6,765 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| GDDY | GODADDY INC CL A | $6,790 | 0.00% | 80 | -24 | -23.1% | -$2,037 | 减仓 |
| CTVA | CORTEVA INC COM | $6,910 | 0.00% | 82 | 1 | 1.2% | $84 | 加仓 |
| GATX | GATX CORP COM | $6,942 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| PFSI | PENNYMAC FINL SVCS INC NEW COM | $6,946 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MPWR | MONOLITHIC PWR SYS INC COM | $6,967 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC COM | $7,018 | 0.00% | 18 | 0 | 0.0% | — | 不变 |
| UFPI | UFP INDUSTRIES INC COM | $7,018 | 0.00% | 77 | 0 | 0.0% | — | 不变 |
| STX | SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS | $7,051 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| CTAS | CINTAS CORP COM | $7,143 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| TWST | TWIST BIOSCIENCE CORP COM | $7,202 | 0.00% | 70 | 0 | 0.0% | — | 不变 |
| CINF | CINCINNATI FINL CORP COM | $7,283 | 0.00% | 39 | 12 | 44.4% | $2,241 | 加仓 |
| TMUS | T-MOBILE US INC COM | $7,295 | 0.00% | 43 | -14 | -24.6% | -$2,375 | 减仓 |
| FSLR | FIRST SOLAR INC COM | $7,315 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| SYK | STRYKER CORPORATION COM | $7,319 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| WOR | WORTHINGTON ENTERPRISES INC COM | $7,333 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| SFM | SPROUTS FMRS MKT INC COM | $7,528 | 0.00% | 89 | 0 | 0.0% | — | 不变 |
| DDOG | DATADOG INC CL A COM | $7,550 | 0.00% | 29 | 0 | 0.0% | — | 不变 |
| FHN | FIRST HORIZON CORPORATION COM | $7,591 | 0.00% | 296 | 14 | 5.0% | $359 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC CL A | $7,631 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| MPC | MARATHON PETE CORP COM | $7,655 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| RCKY | ROCKY BRANDS INC COM | $7,671 | 0.00% | 186 | 0 | 0.0% | — | 不变 |
| ENSG | ENSIGN GROUP INC COM | $7,694 | 0.00% | 48 | 0 | 0.0% | — | 不变 |
| IR | INGERSOLL RAND INC COM | $7,707 | 0.00% | 94 | 0 | 0.0% | — | 不变 |
| MS | MORGAN STANLEY COM NEW | $7,843 | 0.00% | 38 | 1 | 2.7% | $206 | 加仓 |
| MET | METLIFE INC COM | $7,856 | 0.00% | 93 | 0 | 0.0% | — | 不变 |
| RJF | RAYMOND JAMES FINL INC COM | $7,857 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| RF | REGIONS FINANCIAL CORP NEW COM | $7,916 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC COM | $7,949 | 0.00% | 107 | 1 | 0.9% | $74 | 加仓 |
| FTRE | FORTREA HLDGS INC COMMON STOCK | $8,091 | 0.00% | 465 | -686 | -59.6% | -$1.19万 | 减仓 |
| NOW | SERVICENOW INC COM | $8,240 | 0.00% | 83 | 3 | 3.8% | $298 | 加仓 |
| HUBB | HUBBELL INC COM | $8,371 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| AMKR | AMKOR TECHNOLOGY INC COM | $8,379 | 0.00% | 97 | 0 | 0.0% | — | 不变 |
| KSS | KOHLS CORP COM | $8,382 | 0.00% | 473 | -1 | -0.2% | -$18 | 减仓 |
| LLY | ELI LILLY & CO COM | $8,398 | 0.00% | 7 | 0 | 0.0% | — | 不变 |
| FN | FABRINET SHS | $8,431 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| DAVE | DAVE INC CLASS A COM NEW | $8,570 | 0.00% | 23 | 0 | 0.0% | — | 不变 |
| AMP | AMERIPRISE FINL INC COM | $8,716 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| CSL | CARLISLE COS INC COM | $8,735 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC COM | $8,787 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| COP | CONOCOPHILLIPS COM | $8,889 | 0.00% | 86 | 1 | 1.2% | $103 | 加仓 |
| EQH | EQUITABLE HLDGS INC COM | $8,931 | 0.00% | 204 | 1 | 0.5% | $44 | 加仓 |
| CARG | CARGURUS INC COM CL A | $8,932 | 0.00% | 262 | 0 | 0.0% | — | 不变 |
| PAYX | PAYCHEX INC COM | $8,948 | 0.00% | 91 | -31 | -25.4% | -$3,048 | 减仓 |
| NTRA | NATERA INC COM | $8,958 | 0.00% | 33 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC COM | $9,060 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| MTB | M & T BK CORP COM | $9,077 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC COM | $9,119 | 0.00% | 49 | 2 | 4.3% | $372 | 加仓 |
| SB | SAFE BULKERS INC COM | $9,131 | 0.00% | 1,447 | 0 | 0.0% | — | 不变 |
| DOCN | DIGITALOCEAN HLDGS INC COM | $9,579 | 0.00% | 61 | 0 | 0.0% | — | 不变 |
| JBHT | HUNT J B TRANS SVCS INC COM | $9,634 | 0.00% | 33 | 1 | 3.1% | $292 | 加仓 |
| ARMK | ARAMARK COM | $9,699 | 0.00% | 170 | 0 | 0.0% | — | 不变 |
| KEY | KEYCORP COM | $9,723 | 0.00% | 422 | 1 | 0.2% | $23 | 加仓 |
| ESE | ESCO TECHNOLOGIES INC COM | $9,801 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ODFL | OLD DOMINION FREIGHT LINE INC COM | $9,964 | 0.01% | 46 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC COM | $9,977 | 0.01% | 92 | 0 | 0.0% | — | 不变 |
| FTV | FORTIVE CORP COM | $1.02万 | 0.01% | 167 | 0 | 0.0% | — | 不变 |
| GE | GE AEROSPACE COM NEW | $1.02万 | 0.01% | 27 | 0 | 0.0% | — | 不变 |
| VSAT | VIASAT INC COM | $1.04万 | 0.01% | 116 | 0 | 0.0% | — | 不变 |
| INBX | INHIBRX BIOSCIENCES INC COM | $1.04万 | 0.01% | 110 | 0 | 0.0% | — | 不变 |
| ARW | ARROW ELECTRS INC COM | $1.05万 | 0.01% | 49 | 0 | 0.0% | — | 不变 |
| DRI | DARDEN RESTAURANTS INC COM | $1.05万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| PFG | PRINCIPAL FINANCIAL GROUP INC COM | $1.05万 | 0.01% | 98 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC COM | $1.06万 | 0.01% | 9 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC COM | $1.10万 | 0.01% | 50 | 0 | 0.0% | — | 不变 |
| J | JACOBS SOLUTIONS INC COM | $1.11万 | 0.01% | 88 | 0 | 0.0% | — | 不变 |
| DY | DYCOM INDS INC COM | $1.11万 | 0.01% | 22 | 0 | 0.0% | — | 不变 |
| UI | UBIQUITI INC COM | $1.12万 | 0.01% | 21 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC COM | $1.13万 | 0.01% | 45 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION COM | $1.13万 | 0.01% | 60 | 0 | 0.0% | — | 不变 |
| GHC | GRAHAM HLDGS CO COM CL B | $1.14万 | 0.01% | 10 | 0 | 0.0% | — | 不变 |
| DOV | DOVER CORP COM | $1.15万 | 0.01% | 51 | 0 | 0.0% | — | 不变 |
| SSNC | SS&C TECH HLDGS COM | $1.17万 | 0.01% | 188 | 0 | 0.0% | — | 不变 |
| CMRE | COSTAMARE INC SHS | $1.17万 | 0.01% | 835 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC SHS | $1.18万 | 0.01% | 24 | 0 | 0.0% | — | 不变 |
| ZION | ZIONS BANCORPORATION NATL ASSN COM | $1.18万 | 0.01% | 171 | 0 | 0.0% | — | 不变 |
| SCSC | SCANSOURCE INC COM | $1.19万 | 0.01% | 228 | 0 | 0.0% | — | 不变 |
| ON | ON SEMICONDUCTOR CORP COM | $1.19万 | 0.01% | 126 | 0 | 0.0% | — | 不变 |