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Cache Advisors, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

Cache Advisors, LLC

报告期 2026-03-31 · CIK 0002052593

持仓数

191

前50大市值合计

$825.8M

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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 81 项建仓 18增持 32减持 22清仓 9

方向

标的

Δ市值

现股数(环比)

建仓

AAEQ EA SERIES TRUST

+$179.1M

3,631,067

增持

DASH DOORDASH INC

+$15.8M

96,430 +338%

增持

AAPL APPLE INC

+$15.8M

243,703 +23%

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

+$15.1M

360,918 +29%

增持

AVGO BROADCOM INC

+$14.1M

137,880 +35%

增持

AMZN AMAZON COM INC

+$10.7M

117,413 +58%

减持

PLTR PALANTIR TECHNOLOGIES INC

-$9.5M

59,954 -46%

增持

GOOGL ALPHABET INC

+$5.7M

50,203 +22%

减持

NKE NIKE INC

-$5.2M

5,977 -93%

减持

TSLA TESLA INC

-$4.7M

33,500 -25%

减持

ANET ARISTA NETWORKS INC

-$4.0M

51,106 -30%

减持

APP APPLOVIN CORP

-$3.2M

1,889 -70%

减持

BRK/B BERKSHIRE HATHAWAY INC DEL

-$3.0M

1,396 -81%

减持

COIN COINBASE GLOBAL INC

-$2.9M

4,750 -60%

减持

GOOG ALPHABET INC

+$2.8M

107,964 -15%

减持

UBER UBER TECHNOLOGIES INC

-$2.6M

52,557 -26%

增持

NU NU HLDGS LTD

+$2.2M

271,662 +87%

增持

HOOD ROBINHOOD MKTS INC

+$2.2M

26,397 +389%

增持

NOW SERVICENOW INC

-$2.1M

3,110 +12%

增持

AXON AXON ENTERPRISE INC

+$1.7M

4,182 +363%

减持

SQ BLOCK INC

-$1.6M

7,830 -67%

建仓

CSCO CISCO SYS INC

+$1.5M

20,014

增持

SNOW SNOWFLAKE INC

+$1.5M

11,132 +175%

清仓

HIMS HIMS & HERS HEALTH INC

-$1.4M

0 -100%

增持

MSFT MICROSOFT CORP

+$1.3M

62,761 +12%

建仓

V VISA INC

+$1.2M

3,502

增持

META META PLATFORMS INC

-$1.2M

33,755 +5%

建仓

— ASML HOLDING N V

+$1.1M

1,000

增持

DDOG DATADOG INC

+$1.1M

26,044 +50%

建仓

MA MASTERCARD INCORPORATED

+$967.6K

1,695

减持

GEV GE VERNOVA INC

-$929.0K

2,324 -42%

建仓

KLAC KLA CORP

+$868.8K

715

增持

ADBE ADOBE INC

+$805.2K

4,279 +118%

减持

REGN REGENERON PHARMACEUTICALS

-$803.7K

3,548 -44%

建仓

RTX RTX CORPORATION

+$794.1K

4,330

建仓

— AON PLC

+$766.8K

2,173

建仓

GLW CORNING INC

+$709.0K

8,097

清仓

DELL DELL TECHNOLOGIES INC

-$703.3K

0 -100%

增持

ISRG INTUITIVE SURGICAL INC

+$671.1K

1,759 +142%

增持

PCOR PROCORE TECHNOLOGIES INC

+$661.9K

35,852 +34%

减持

PSTG PURE STORAGE INC

-$655.9K

23,400 -12%

增持

QCOM QUALCOMM INC

+$649.1K

11,595 +45%

增持

AMD ADVANCED MICRO DEVICES INC

+$608.5K

3,988 +163%

建仓

MS MORGAN STANLEY

+$596.9K

3,362

增持

ORCL ORACLE CORP

+$575.0K

4,970 +255%

清仓

DUOL DUOLINGO INC

-$564.2K

0 -100%

建仓

WMT WALMART INC

+$544.8K

4,890

建仓

CRS CARPENTER TECHNOLOGY CORP

+$537.7K

1,708

减持

LLY ELI LILLY & CO

-$534.0K

2,059 -43%

建仓

CL COLGATE PALMOLIVE CO

+$523.2K

6,621

减持

DOCS DOXIMITY INC

-$504.4K

11,896 -16%

增持

LRCX LAM RESEARCH CORP

+$481.0K

11,250 +4%

建仓

SPYD SPDR SERIES TRUST

+$461.6K

10,673

增持

DT DYNATRACE INC

+$457.8K

20,964 +125%

增持

JNJ JOHNSON & JOHNSON

+$453.0K

9,585 +16%

建仓

CDNS CADENCE DESIGN SYSTEM INC

+$440.4K

1,409

建仓

CVNA CARVANA CO

+$422.0K

1,000

减持

CRM SALESFORCE INC

-$413.7K

9,668 -23%

减持

NTNX NUTANIX INC

-$389.2K

11,500 -13%

建仓

KO COCA COLA CO

+$379.7K

5,431

增持

TWLO TWILIO INC

+$370.4K

5,148 +42%

建仓

EBAY EBAY INC.

+$273.0K

3,134

增持

GS GOLDMAN SACHS GROUP INC

+$272.6K

2,575 +3%

清仓

AMGN AMGEN INC

-$268.1K

0 -100%

清仓

TTD THE TRADE DESK INC

-$267.0K

0 -100%

清仓

UAL UNITED AIRLS HLDGS INC

-$231.6K

0 -100%

增持

NFLX NETFLIX INC

-$227.5K

107,070 +1150%

清仓

MELI MERCADOLIBRE INC

-$205.7K

0 -100%

增持

BAC BANK AMERICA CORP

-$205.1K

8,436 +172%

清仓

UPWK UPWORK INC

-$204.3K

0 -100%

清仓

RLX RLX TECHNOLOGY INC

-$188.8K

0 -100%

减持

BSY BENTLEY SYS INC

-$174.1K

6,279 -22%

减持

CCC CCC INTELLIGENT SOLUTIONS HL

-$166.0K

26,200 -36%

增持

MCO MOODYS CORP

+$160.3K

1,336 +22%

增持

RBLX ROBLOX CORP

-$145.0K

2,783 +4%

减持

— SPOTIFY TECHNOLOGY S A

-$115.7K

951 -1%

减持

— CONFLUENT INC

+$80.5K

14,100 -19%

增持

PEP PEPSICO INC

+$62.2K

1,851 +28%

减持

CART MAPLEBEAR INC

-$48.8K

7,342 -29%

增持

BLK BLACKROCK INC

+$19.0K

375 +14%

增持

XLE SELECT SECTOR SPDR TR

+$1.3K

33,338 +100%