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Torray LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Torray LLC
报告期 2026-03-31 · CIK 0000098758
持仓数
88
前50大市值合计
$642.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 94 项
建仓 5
增持 47
减持 38
清仓 4
方向
标的
Δ市值
现股数(环比)
减持
FISV
Fiserv
-$12.5M
55,896
-72%
清仓
—
RenaissanceRe
-$9.3M
0
-100%
清仓
AMAT
Applied Materials
-$7.7M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
QCOM
Qualcomm
+$7.2M
90,965
+284%
增持
TROW
T. Rowe Price Group
+$4.6M
163,189
+48%
增持
GOOGL
Alphabet Class A
+$3.1M
232,363
+2544%
减持
BMY
Bristol-Myers Squibb
-$3.0M
161,134
-14%
增持
GM
General Motors
+$2.7M
402,567
+26%
清仓
ENTG
Entegris
-$2.7M
0
-100%
增持
SLB
Schlumberger
+$2.1M
266,542
+27%
建仓
DLR
Digital Realty Trust
+$2.0M
19,916
增持
EOG
EOG Resources
+$2.0M
86,759
+24%
增持
BAC
Bank of America
+$1.7M
337,536
+24%
增持
ADBE
Adobe Systems
-$1.3M
14,100
+0%
减持
—
BROADCOM INC
-$1.2M
928
-44%
清仓
AMN
AMN Healthcare Services
-$1.2M
0
-100%
增持
AMZN
Amazon.com
+$1.2M
82,660
+7%
减持
AMT
American Tower
-$1.2M
26,420
-1%
增持
KLAC
KLA
+$1.1M
21,437
+28%
建仓
AVGO
Broadcom Limited
+$1.0M
2,347
建仓
TW
Tradeweb Markets
+$988.0K
17,509
增持
JNJ
Johnson & Johnson
-$910.0K
76,740
+1%
减持
NOW
ServiceNow
-$892.0K
8,718
-1%
增持
—
DuPont de Nemours
-$830.0K
162,784
+0%
减持
AMGN
Amgen
-$827.0K
10,581
-20%
建仓
NTRA
Natera
+$734.0K
16,740
减持
—
LyondellBasell Industries
-$732.0K
30,759
-12%
增持
—
Cooper Companies
-$728.0K
15,177
+0%
增持
—
Eaton
+$688.0K
91,255
+0%
增持
JPM
JPMorgan Chase
-$688.0K
105,356
+1%
减持
V
Visa
-$679.0K
34,950
-0%
增持
NKE
Nike
-$678.0K
36,597
+1%
减持
GPC
Genuine Parts Co
-$653.0K
87,589
-15%
减持
SCHW
Charles Schwab
+$625.0K
73,082
-0%
减持
ORLY
O'Reilly Automotive
+$620.0K
9,438
-1%
增持
AAPL
Apple
+$607.0K
73,237
+5%
增持
—
Catalent
-$552.0K
17,317
+3%
增持
DHR
Danaher
+$471.0K
20,348
+8%
增持
MSFT
Microsoft
-$452.0K
41,238
+5%
减持
—
Myovant Sciences
+$407.0K
79,171
-3%
增持
MO
Altria Group
-$398.0K
339,746
+1%
增持
MRSH
Marsh & McLennan
-$391.0K
96,785
+1%
增持
—
Blueprint Medicines
+$386.0K
17,487
+15%
增持
APH
Amphenol
+$329.0K
69,425
+3%
减持
OMCL
Omnicell
-$326.0K
8,695
-9%
增持
SHW
Sherwin-Williams
-$325.0K
17,777
+0%
增持
ENB
Enbridge
-$324.0K
68,570
+1%
建仓
COST
Costco
+$316.0K
670
增持
CCI
Crown Castle International
-$313.0K
14,135
+1%
减持
—
Aspen Technology
+$306.0K
6,230
-3%
增持
BRK/B
Berkshire Hathaway B
-$302.0K
64,106
+0%
增持
LZAGY
Lonza Group ADR
-$271.0K
63,582
+1%
增持
—
Accenture
-$270.0K
14,293
+1%
减持
CNSWF
Constellation Software
-$269.0K
2,850
-1%
增持
HON
Honeywell
-$262.0K
58,132
+1%
增持
—
Royalty Pharma
-$258.0K
139,024
+0%
增持
PSX
Phillips 66
+$255.0K
127,721
+4%
减持
CHD
Church & Dwight
-$248.0K
10,499
-3%
减持
—
Sapiens
-$233.0K
43,203
-2%
增持
LMT
Lockheed Martin
-$224.0K
5,826
+1%
减持
SBAC
SBA Communications
-$207.0K
5,045
-2%
增持
PRU
Prudential Financial
-$203.0K
26,177
+2%
减持
HD
Home Depot
-$189.0K
9,977
-7%
减持
ZBRA
Zebra Technologies
-$186.0K
4,364
-3%
减持
MKSI
MKS Instruments
-$180.0K
8,194
-2%
减持
—
Pool
-$161.0K
3,814
-3%
增持
ABBV
Abbvie
-$160.0K
18,249
+7%
增持
BX
Blackstone Group
-$159.0K
26,605
+2%
减持
ICFI
ICF International
+$148.0K
12,801
-3%
减持
DT
Dynatrace
-$147.0K
26,763
-2%
增持
IDXX
Idexx Laboratories
+$143.0K
10,423
+12%
增持
MCD
McDonalds
-$134.0K
8,742
+0%
减持
VRSK
Verisk Analytics
-$130.0K
27,589
-1%
减持
RBC
RBC Bearings
+$124.0K
7,425
-3%
减持
CPRT
Copart
-$124.0K
45,299
-0%
减持
VICR
Vicor
-$111.0K
9,543
-23%
减持
TYL
Tyler Technologies
+$110.0K
10,884
-1%
减持
MPWR
Monolithic Power Systems
-$98.0K
3,295
-2%
减持
MTD
Mettler Toledo
-$96.0K
984
-3%
增持
GOOG
Alphabet Class C
-$83.0K
6,280
+1900%
减持
—
Rocket Pharmaceuticals
+$77.0K
56,951
-6%
减持
VRRM
Verra Mobility
-$74.0K
90,039
-3%
减持
QLYS
Qualys
+$73.0K
8,628
-4%
增持
HII
Huntington Ingalls
+$59.0K
10,284
+1%
增持
HALO
Halozyme Therapeutics
+$56.0K
32,913
+16%
增持
SBUX
Starbucks
+$56.0K
4,710
+6%
减持
GMAB
Genmab ADR
-$56.0K
131,430
-0%
增持
ANSS
Ansys
+$38.0K
4,449
+12%
增持
CSCO
Cisco Systems
+$34.0K
39,953
+9%
减持
RYAN
Ryan Specialty Holdings
+$20.0K
39,985
-2%
增持
GILD
Gilead Sciences
+$20.0K
45,242
+1%
减持
JKHY
Jack Henry & Associates
-$18.0K
8,088
-2%
增持
PAYX
Paychex
-$1.0K
17,441
+1%
减持
BMRN
BioMarin Pharmaceuticals
-$1.0K
11,300
-2%
