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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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 128 项建仓 81增持 27减持 14清仓 6

方向

标的

Δ市值

现股数(环比)

建仓

AAUA EA SERIES TRUST

+$88.1M

1,872,926

减持

DASH DOORDASH INC

-$16.5M

35,271 -63%

减持

AVGO BROADCOM INC

-$6.9M

131,806 -4%

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。

减持

AAPL APPLE INC

-$6.9M

233,789 -4%

增持

META META PLATFORMS INC

+$5.3M

48,213 +43%

建仓

AMAT APPLIED MATLS INC

+$4.7M

13,617

建仓

WDC WESTERN DIGITAL CORP

+$3.5M

13,096

减持

NU NU HLDGS LTD

-$2.8M

124,237 -54%

增持

GOOG ALPHABET INC

-$2.5M

109,230 +1%

建仓

ABBV ABBVIE INC

+$2.3M

10,354

减持

HOOD ROBINHOOD MKTS INC

-$2.0M

14,397 -45%

建仓

SNDK SANDISK CORP

+$2.0M

3,076

减持

SNOW SNOWFLAKE INC

-$1.8M

4,048 -64%

增持

JNJ JOHNSON & JOHNSON

+$1.8M

15,428 +61%

增持

LRCX LAM RESEARCH CORP

+$1.7M

17,178 +53%

增持

ANET ARISTA NETWORKS INC

+$1.7M

68,307 +34%

增持

MSFT MICROSOFT CORP

-$1.5M

77,875 +24%

清仓

GEV GE VERNOVA INC

-$1.5M

0 -100%

清仓

APP APPLOVIN CORP

-$1.3M

0 -100%

增持

GOOGL ALPHABET INC

+$1.2M

58,665 +17%

减持

PCOR PROCORE TECHNOLOGIES INC

-$1.1M

26,686 -26%

建仓

— EXXON MOBIL CORP

+$933.8K

5,504

增持

TSLA TESLA INC

-$931.3K

38,021 +13%

减持

— ACCENTURE PLC IRELAND

-$919.8K

5,975 -24%

减持

ORCL ORACLE CORP

-$893.7K

510 -90%

增持

CDNS CADENCE DESIGN SYSTEM INC

+$889.7K

4,787 +240%

增持

AMZN AMAZON COM INC

+$869.6K

134,301 +14%

增持

INTU INTUIT

-$838.9K

4,214 +5%

清仓

GLW CORNING INC

-$709.0K

0 -100%

增持

CSCO CISCO SYS INC

+$702.7K

28,926 +45%

增持

CRM SALESFORCE INC

-$675.6K

10,101 +4%

减持

UBER UBER TECHNOLOGIES INC

-$673.8K

50,336 -4%

建仓

TXN TEXAS INSTRS INC

+$661.6K

3,408

建仓

MU MICRON TECHNOLOGY INC

+$657.1K

1,945

增持

NVDA NVIDIA CORPORATION

+$603.8K

389,421 +8%

增持

QCOM QUALCOMM INC

+$592.3K

20,000 +72%

增持

AMD ADVANCED MICRO DEVICES INC

+$565.9K

6,980 +75%

减持

DT DYNATRACE INC

-$564.5K

9,304 -56%

增持

PLTR PALANTIR TECHNOLOGIES INC

-$552.1K

69,078 +15%

清仓

CRS CARPENTER TECHNOLOGY CORP

-$537.7K

0 -100%

增持

NFLX NETFLIX INC.

+$523.2K

109,850 +3%

减持

CL COLGATE PALMOLIVE CO

-$515.9K

86 -99%

增持

CRWD CROWDSTRIKE HLDGS INC

-$502.6K

7,013 +1%

建仓

JPM JPMORGAN CHASE & CO

+$492.7K

1,675

增持

KLAC KLA CORP

+$466.7K

907 +27%

清仓

— CONFLUENT INC

-$426.4K

0 -100%

清仓

CVNA CARVANA CO

-$422.0K

0 -100%

增持

PEP PEPSICO INC

+$408.5K

4,341 +135%

增持

GILD GILEAD SCIENCES INC

+$390.5K

12,409 +14%

建仓

UNP UNION PAC CORP

+$334.3K

1,378

增持

COST COSTCO WHOLESALE CORPORATION

+$325.0K

1,652 +8%

增持

PANW PALO ALTO NETWORKS INC

+$322.1K

25,080 +25%

建仓

IGV ISHARES TR

+$289.6K

3,490

建仓

SCHW SCHWAB CHARLES CORP

+$251.4K

2,675

建仓

CRCL CIRCLE INTERNET GROUP INC

+$224.2K

2,350

建仓

MCD MCDONALDS CORP

+$196.1K

631

建仓

LOW LOWES COS INC

+$194.9K

825

建仓

EA ELECTRONIC ARTS INC

+$183.5K

900

建仓

HON HONEYWELL INTL INC

+$183.1K

819

建仓

PG PROCTER & GAMBLE CO

+$170.7K

1,182

建仓

IOT SAMSARA INC

+$164.8K

5,200

增持

GS GOLDMAN SACHS GROUP INC

+$161.2K

2,866 +11%

建仓

ELV ELEVANCE HEALTH INC FORMERLY

+$154.3K

527

建仓

SNPS SYNOPSYS INC

+$153.0K

386

建仓

MELI MERCADOLIBRE INC

+$152.2K

88

建仓

NBN NORTHEAST BK PORTLAND ME

+$149.3K

1,329

建仓

JETS ETF SER SOLUTIONS

+$147.8K

6,000

增持

MCO MOODYS CORP

+$146.4K

1,900 +42%

建仓

CMG CHIPOTLE MEXICAN GRILL INC

+$145.6K

4,550

增持

SHOP SHOPIFY INC

+$143.8K

9,193 +8%

减持

TWLO TWILIO INC

-$139.5K

4,711 -8%

建仓

MSI MOTOROLA SOLUTIONS INC

+$139.3K

321

建仓

KEYS KEYSIGHT TECHNOLOGIES INC

+$132.1K

468

建仓

IWD ISHARES TR

+$129.9K

608

建仓

SHW SHERWIN WILLIAMS CO

+$117.0K

365

建仓

COF CAPITAL ONE FINL CORP

+$114.9K

630

建仓

LRN STRIDE INC

+$110.2K

1,250

建仓

CME CME GROUP INC

+$104.8K

355

建仓

ORLY OREILLY AUTOMOTIVE INC

+$103.8K

1,125

建仓

VRTX VERTEX PHARMACEUTICALS INC

+$103.2K

231

建仓

DIS DISNEY WALT CO

+$99.3K

1,030

减持

RBLX ROBLOX CORP

-$95.4K

2,300 -17%

建仓

VRSK VERISK ANALYTICS INC

+$76.8K

405

建仓

SPRX LISTED FDS TR

+$71.2K

2,000

建仓

MSCI MSCI INC

+$71.1K

132

建仓

TMO THERMO FISHER SCIENTIFIC INC

+$69.3K

141

建仓

EXLS EXLSERVICE HLDGS INC

+$69.2K

2,274

建仓

ALL ALLSTATE CORP

+$69.0K

333

建仓

CDW CDW CORP

+$64.3K

531

建仓

TTD THE TRADE DESK INC

+$62.8K

2,767

建仓

ZTS ZOETIS INC

+$62.8K

531

建仓

ADP AUTOMATIC DATA PROCESSING IN

+$61.0K

300

建仓

— EATON CORP PLC

+$60.4K

169

建仓

RDDT REDDIT INC

+$60.1K

446

建仓

WEX WEX INC

+$59.5K

389

建仓

TMUS T-MOBILE US INC

+$55.9K

266

建仓

TDG TRANSDIGM GROUP INC

+$54.5K

47

建仓

ITW ILLINOIS TOOL WKS INC

+$52.1K

200

建仓

VIG VANGUARD SPECIALIZED FUNDS

+$51.6K

240

建仓

EXPE EXPEDIA GROUP INC

+$48.3K

209

建仓

TFC TRUIST FINL CORP

+$46.0K

1,000

建仓

VO VANGUARD INDEX FDS

+$45.9K

160

建仓

PRCT PROCEPT BIOROBOTICS CORP

+$42.4K

1,695

建仓

AMT AMERICAN TOWER CORP

+$38.0K

220

建仓

TNET TRINET GROUP INC

+$36.4K

1,000

建仓

UAL UNITED AIRLS HLDGS INC

+$33.2K

361

建仓

CPRT COPART INC

+$30.8K

929

建仓

AES AES CORP

+$28.2K

2,000

建仓

HD HOME DEPOT INC

+$26.6K

81

建仓

CRTO CRITEO S A

+$24.2K

1,347

建仓

CTSH COGNIZANT TECHNOLOGY SOLUTIO

+$22.9K

374

建仓

MO ALTRIA GROUP INC

+$21.1K

320

建仓

ABT ABBOTT LABORATORIES

+$20.5K

200

建仓

DE DEERE & CO

+$19.7K

35

建仓

DUOL DUOLINGO INC

+$19.0K

193

建仓

INTC INTEL CORP

+$17.7K

400

建仓

LW LAMB WESTON HLDGS INC

+$16.9K

401

建仓

BKNG BOOKING HOLDINGS INC

+$16.8K

4

建仓

SOLS SOLSTICE ADVANCED MATLS INC

+$15.5K

204

建仓

HPQ HP INC

+$15.4K

800

建仓

TRP TC ENERGY CORP

+$12.2K

140

建仓

FTS FORTIS INC

+$11.4K

147

建仓

SSD SIMPSON MFG INC

+$11.0K

64

建仓

CINF CINCINNATI FINL CORP

+$10.2K

65

建仓

GPC GENUINE PARTS CO

+$6.6K

62

建仓

ZBH ZIMMER BIOMET HOLDINGS INC

+$6.4K

71

建仓

GIS GENERAL MILLS INC

+$4.6K

123

建仓

SOBO SOUTH BOW CORP

+$1.3K

28