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Toroso Investments, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Toroso Investments, LLC
报告期 2026-03-31 · CIK 0001600064
持仓数
2,335
前50大市值合计
$22.90B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 150 项
建仓 15
增持 111
减持 16
清仓 8
方向
标的
Δ市值
现股数(环比)
减持
MSTR
MICROSTRATEGY INC
+$136.3M
433,993
-15%
增持
AAPL
APPLE INC
+$109.0M
1,319,177
+36%
增持
MSFT
MICROSOFT CORP
+$93.5M
861,849
+37%
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
NVDA
NVIDIA CORPORATION
+$92.3M
3,378,459
+16%
清仓
HMY
HARMONY GOLD MINING CO LTD
-$80.2M
0
-100%
增持
AMZN
AMAZON COM INC
+$70.8M
1,157,180
+12%
增持
META
META PLATFORMS INC
+$67.6M
366,460
+45%
增持
GOOGL
ALPHABET INC
+$67.2M
996,699
+29%
减持
PAAS
PAN AMERN SILVER CORP
-$64.3M
1,199,685
-72%
增持
AVGO
BROADCOM INC
+$61.5M
553,004
+43%
增持
RGA
REINSURANCE GRP OF AMERICA I
+$60.1M
285,368
+6944%
建仓
ANET
ARISTA NETWORKS INC
+$58.7M
531,386
增持
IVV
ISHARES TR
+$55.9M
686,748
+14%
增持
IBIT
ISHARES BITCOIN TRUST ETF
+$51.6M
274,537
+20%
增持
—
AMPLIFY ETF TR
-$47.3M
76,590,909
+5%
增持
FBY
TIDAL TR II
+$41.7M
3,839,928
+143%
增持
AMZY
TIDAL TR II
+$40.9M
3,783,623
+143%
增持
APLY
TIDAL TR II
+$40.5M
4,004,038
+130%
增持
MSFO
TIDAL TR II
+$40.2M
3,902,762
+154%
增持
AG
FIRST MAJESTIC SILVER CORP
+$40.0M
13,596,866
+135%
增持
NVDY
TIDAL TR II
+$39.0M
3,056,702
+126%
增持
JPM
JPMORGAN CHASE & CO.
+$37.8M
280,312
+98%
增持
GOOY
TIDAL TR II
+$37.6M
4,662,511
+129%
增持
AXP
AMERICAN EXPRESS CO
+$37.4M
166,648
+275%
增持
LDOS
LEIDOS HOLDINGS INC
+$37.1M
272,498
+1966%
增持
ORCL
ORACLE CORP
+$35.9M
384,283
+133%
建仓
BLK
BLACKROCK INC
+$35.4M
34,511
减持
—
TASEKO MINES LTD
-$34.3M
131,182
-99%
建仓
—
OSISKO GOLD ROYALTIES LTD
+$34.2M
1,889,974
清仓
—
GATOS SILVER INC
-$33.7M
0
-100%
增持
—
TIDAL TR II
+$32.6M
4,528,827
+102%
清仓
—
SILVERCREST METALS INC
-$32.4M
0
-100%
增持
MMSI
MERIT MED SYS INC
+$32.1M
342,912
+3198%
增持
NFLX
NETFLIX INC
+$31.9M
52,739
+92%
增持
TSLA
TESLA INC
+$31.2M
373,692
+45%
清仓
—
LAM RESEARCH CORP
-$30.5M
0
-100%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$30.2M
108,571
+338%
增持
AMD
ADVANCED MICRO DEVICES INC
+$29.7M
621,079
+162%
建仓
FNV
FRANCO NEV CORP
+$29.5M
250,875
增持
AXON
AXON ENTERPRISE INC
+$28.1M
49,465
+1422%
清仓
—
BLACKROCK INC
-$27.5M
0
-100%
增持
RDNT
RADNET INC
+$26.8M
389,308
+7219%
增持
CW
CURTISS WRIGHT CORP
+$26.8M
76,498
+6500%
增持
LLY
ELI LILLY & CO
+$25.8M
90,340
+82%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$25.7M
375,521
+56%
增持
HL
HECLA MNG CO
+$25.1M
15,885,647
+100%
增持
LRN
STRIDE INC
+$24.9M
246,459
+2752%
增持
FICO
FAIR ISAAC CORP
+$24.7M
14,133
+692%
增持
SNX
TD SYNNEX CORPORATION
+$24.5M
226,719
+1224%
增持
PANW
PALO ALTO NETWORKS INC
+$24.0M
187,732
+531%
建仓
AGYS
AGILYSYS INC
+$23.9M
181,507
增持
—
TRANE TECHNOLOGIES PLC
+$23.7M
80,695
+410%
建仓
SMCY
TIDAL TR II
+$23.6M
916,458
建仓
PLTY
TIDAL TR II
+$23.6M
334,098
增持
KFY
KORN FERRY
+$23.3M
352,030
+5931%
增持
SPY
SPDR S&P 500 ETF TR
-$23.3M
21,183
+153%
增持
LMT
LOCKHEED MARTIN CORP
+$23.2M
78,833
+205%
增持
BKNG
BOOKING HOLDINGS INC
+$23.1M
7,242
+136%
减持
MTD
METTLER TOLEDO INTERNATIONAL
-$23.0M
1,315
-92%
清仓
IAUX
I-80 GOLD CORP
-$23.0M
0
-100%
减持
COIN
COINBASE GLOBAL INC
+$22.9M
277,880
-2%
建仓
TSMY
TIDAL TR II
+$22.8M
1,198,689
增持
SHW
SHERWIN WILLIAMS CO
+$22.6M
84,694
+424%
增持
TSCO
TRACTOR SUPPLY CO
-$22.5M
97,840
+3%
减持
DPZ
DOMINOS PIZZA INC
-$22.3M
5,774
-90%
增持
APD
AIR PRODS & CHEMS INC
+$22.3M
95,587
+422%
增持
NVR
NVR INC
+$22.3M
2,811
+3699%
减持
MCO
MOODYS CORP
-$21.9M
9,369
-83%
增持
CTAS
CINTAS CORP
+$21.9M
152,865
+418%
增持
EMR
EMERSON ELEC CO
+$21.8M
200,005
+628%
增持
ISRG
INTUITIVE SURGICAL INC
+$21.8M
60,114
+207%
建仓
OLLI
OLLIES BARGAIN OUTLET HLDGS
+$21.7M
198,060
建仓
FCFS
FIRSTCASH HOLDINGS INC
+$21.7M
209,471
增持
—
AZEK CO INC
+$21.4M
461,076
+4255%
增持
MMM
3M CO
+$21.3M
242,335
+233%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$21.3M
93,610
+272%
增持
COST
COSTCO WHSL CORP NEW
+$21.3M
47,653
+89%
减持
MCK
MCKESSON CORP
-$21.2M
8,776
-83%
减持
DECK
DECKERS OUTDOOR CORP
-$21.2M
14,983
-90%
增持
UNH
UNITEDHEALTH GROUP INC
+$21.0M
82,500
+133%
增持
BNY
BANK NEW YORK MELLON CORP
+$20.8M
302,559
+796%
减持
KLAC
KLA CORP
-$20.8M
12,590
-66%
减持
APH
AMPHENOL CORP NEW
-$20.8M
72,221
-82%
增持
HCA
HCA HEALTHCARE INC
+$20.8M
99,123
+348%
增持
QTWO
Q2 HLDGS INC
+$20.7M
213,899
+1909%
增持
—
JOHNSON CTLS INTL PLC
+$20.6M
316,847
+456%
建仓
PJT
PJT PARTNERS INC
+$20.1M
127,107
增持
—
EATON CORP PLC
+$19.8M
89,403
+201%
增持
GS
GOLDMAN SACHS GROUP INC
+$19.7M
44,572
+281%
建仓
DFIN
DONNELLEY FINL SOLUTIONS INC
+$19.6M
312,364
增持
PWR
QUANTA SVCS INC
+$19.3M
78,799
+320%
增持
—
GARMIN LTD
+$19.2M
104,417
+672%
增持
CBRE
CBRE GROUP INC
+$19.1M
155,440
+1411%
增持
MLI
MUELLER INDS INC
+$19.1M
276,102
+630%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$19.0M
112,771
增持
BJ
BJS WHSL CLUB HLDGS INC
+$18.5M
241,763
+553%
增持
TRMB
TRIMBLE INC
+$18.4M
280,179
+1179%
增持
HASI
HA SUSTAINABLE INFRA CAP INC
+$17.8M
699,275
+2467%
增持
—
SKECHERS U S A INC
+$17.7M
314,101
+506%
增持
SLM
SLM CORP
+$17.6M
704,971
+797%
增持
V
VISA INC
+$17.5M
166,820
+30%
增持
PM
PHILIP MORRIS INTL INC
+$17.5M
322,523
+83%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$17.4M
222,873
+126%
增持
GEV
GE VERNOVA INC
+$17.3M
58,294
+702%
增持
IR
INGERSOLL RAND INC
+$17.3M
214,243
+913%
增持
TDG
TRANSDIGM GROUP INC
+$17.3M
15,216
+993%
增持
TFPM
TRIPLE FLAG PRECIOUS METAL
+$17.2M
1,717,347
+222%
增持
WAL
WESTERN ALLIANCE BANCORP
+$17.0M
207,495
+4675%
增持
TTEK
TETRA TECH INC NEW
+$16.7M
432,931
+3593%
建仓
SNEX
STONEX GROUP INC
+$16.6M
168,999
增持
CAT
CATERPILLAR INC
+$16.2M
73,746
+173%
增持
AIT
APPLIED INDL TECHNOLOGIES IN
+$16.1M
69,265
+2937%
增持
CROX
CROCS INC
+$16.1M
175,240
+709%
清仓
EGO
ELDORADO GOLD CORP NEW
-$15.8M
0
-100%
增持
SHEL
SHELL PLC
+$15.7M
492,747
+114%
减持
IIPR
INNOVATIVE INDL PPTYS INC
-$15.6M
135,064
-26%
增持
SGOV
ISHARES TR
+$15.6M
220,012
+240%
减持
RSG
REPUBLIC SVCS INC
-$15.6M
44,855
-63%
增持
BMI
BADGER METER INC
+$15.5M
82,073
+838%
增持
T
AT&T INC
+$15.3M
1,291,092
+102%
减持
—
SEABRIDGE GOLD INC
-$15.0M
2,755,267
-0%
增持
AAON
AAON INC
+$15.0M
140,054
+935%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$14.8M
175,344
+49%
增持
GWW
GRAINGER W W INC
+$14.7M
19,938
+226%
增持
—
TIDAL TR II
+$14.6M
4,905,836
+287%
清仓
—
ARISTA NETWORKS INC
-$14.3M
0
-100%
增持
NFLY
TIDAL TR II
+$14.3M
1,390,997
+117%
增持
RL
RALPH LAUREN CORP
+$14.1M
77,846
+293%
增持
DELL
DELL TECHNOLOGIES INC
+$14.1M
274,620
+86%
增持
—
MASIMO CORP
+$14.0M
86,731
+3530%
增持
KD
KYNDRYL HLDGS INC
+$14.0M
473,050
+363%
增持
—
TIDAL TR II
+$13.8M
1,638,533
+147%
增持
JPO
TIDAL TR II
+$13.7M
1,363,173
+124%
增持
ALL
ALLSTATE CORP
+$13.6M
110,832
+172%
增持
GDXY
TIDAL TR II
+$13.6M
1,697,745
+185%
增持
XOMO
TIDAL TR II
+$13.6M
1,688,958
+159%
增持
—
TIDAL TR II
+$13.5M
1,478,790
+114%
增持
ARW
ARROW ELECTRS INC
+$13.5M
127,620
+1667%
增持
—
TIDAL TR II
+$13.3M
1,356,508
+130%
增持
—
TIDAL TR II
+$13.3M
1,885,300
+123%
增持
SPGI
S&P GLOBAL INC
+$13.2M
57,587
+92%
增持
—
TIDAL TR II
+$13.1M
2,842,065
+138%
减持
—
BITFARMS LTD
-$13.1M
47,007
-99%
增持
MU
MICRON TECHNOLOGY INC
+$13.1M
286,463
+168%
增持
—
TIDAL TR II
+$13.0M
1,312,948
+118%
建仓
PI
IMPINJ INC
+$12.9M
88,948
减持
AMAT
APPLIED MATLS INC
-$12.9M
250,521
-6%
增持
APLD
APPLIED DIGITAL CORP
+$12.9M
1,697,850
+14636%
增持
—
TIDAL TR II
+$12.8M
2,389,798
+212%
增持
—
TIDAL TR II
+$12.7M
1,915,028
+140%
