Avory & Company, LLC

报告期 2026-03-31 · CIK 1842766

持仓数

前50大市值合计

$77.3M

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

22Q1 调仓2021-12-31 → 2022-03-31 · 共 21 项建仓 6增持 10减持 5

方向

标的

Δ市值

现股数(环比)

减持

EA ELECTRONIC ARTS INC

-$6.7M

23,119 -68%

减持

PLNT PLANET FITNESS INC

-$4.1M

26,631 -63%

减持

GOOGL ALPHABET INC

-$3.2M

964 -55%

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。

META META PLATFORMS INC

增持

SQ BLOCK INC

+$2.5M

43,771 +54%

增持

— CAPRI HOLDINGS LIMITED

-$2.4M

368,713 +4%

增持

Z ZILLOW GROUP INC

+$2.3M

236,404 +29%

增持

OMCL OMNICELL COM

+$1.7M

67,108 +46%

增持

— WIX COM LTD

+$1.5M

54,663 +72%

建仓

UNH UNITEDHEALTH GROUP INC

+$939.0K

1,841

增持

NTNX NUTANIX INC

+$683.0K

692,695 +6%

建仓

QQQX NUVEEN NASDAQ 100 DYNAMIC OV

+$488.0K

17,157

建仓

ETV EATON VANCE TAX-MANAGED BUY-

+$473.0K

30,308

增持

ZM ZOOM VIDEO COMMUNICATIONS IN

+$462.0K

87,732 +38%

建仓

ETW EATON VANCE TAX-MANAGED GLOB

+$460.0K

45,132

建仓

XEXGX EATON VANCE TAX-MANAGED GLOB

+$457.0K

47,080

减持

BBY BEST BUY INC

-$278.0K

15,591 -9%

建仓

KNG FIRST TR EXCHANGE-TRADED FD

+$274.0K

5,000

增持

— FIVERR INTL LTD

+$194.0K

28,306 +28%

减持

TPR TAPESTRY INC

-$138.0K

30,041 -9%

增持

DUOL DUOLINGO INC

-$82.0K

54,691 +4%