Cache Advisors, LLC
- SEC CIK
- 0002052593
- 最新申報
- 2026/7/14
2025 年第 2 季到 2025 年第 3 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 18 檔
- 估計 +$1.64 億
- 加碼
- 23 檔
- 估計 +$3,057 萬
- 減碼
- 22 檔
- 估計 −$4,236 萬
- 清倉
- 5 檔
- 估計 −$582.3 萬
總值從 $3.70 億變成 $5.73 億（+$2.03 億 (+55.0%)），持股從 94 檔變成 107 檔（+13）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 年第 2 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| Ea Series Trust02072Q853 | 新進– | 2,753,8330 | +2,753,833 | $1.49 億$0 | +$1.49 億 | 25.9%0.0% | +25.94 |
| NVDANVIDIA Corp | 減碼歷史 | 279,597284,956 | −5,359−1.9% | $5,217 萬$4,502 萬 | −$100.0 萬 | 9.1%12.2% | −3.08 |
| AAPLApple Inc. | 加碼歷史 | 198,067183,639 | +14,428+7.9% | $5,043 萬$3,768 萬 | +$367.4 萬 | 8.8%10.2% | −1.39 |
| AVGOBroadcom Inc. | 加碼歷史 | 101,77797,896 | +3,881+4.0% | $3,358 萬$2,699 萬 | +$128.0 萬 | 5.9%7.3% | −1.44 |
| GOOGAlphabet Inc. | 加碼歷史 | 127,690118,557 | +9,133+7.7% | $3,110 萬$2,103 萬 | +$222.4 萬 | 5.4%5.7% | −0.26 |
| MSFTMicrosoft Corp | 加碼歷史 | 56,04743,082 | +12,965+30.1% | $2,903 萬$2,143 萬 | +$671.5 萬 | 5.1%5.8% | −0.73 |
| METAMeta Platforms, Inc. | 減碼歷史 | 32,00635,527 | −3,521−9.9% | $2,350 萬$2,622 萬 | −$258.6 萬 | 4.1%7.1% | −2.99 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 110,355123,684 | −13,329−10.8% | $2,013 萬$1,686 萬 | −$243.1 萬 | 3.5%4.6% | −1.05 |
| TSLATesla, Inc. | 減碼歷史 | 44,39249,837 | −5,445−10.9% | $1,974 萬$1,583 萬 | −$242.2 萬 | 3.4%4.3% | −0.84 |
| AMZNAmazon Com Inc | 加碼歷史 | 74,48857,961 | +16,527+28.5% | $1,636 萬$1,272 萬 | +$362.9 萬 | 2.9%3.4% | −0.59 |
| ANETArista Networks, Inc. | 減碼歷史 | 73,50495,378 | −21,874−22.9% | $1,071 萬$975.8 萬 | −$318.7 萬 | 1.9%2.6% | −0.77 |
| NFLXNetflix Inc | 加碼歷史 | 8,5638,326 | +237+2.8% | $1,027 萬$1,115 萬 | +$28.4 萬 | 1.8%3.0% | −1.22 |
| GOOGLAlphabet Inc. | 加碼歷史 | 41,04435,709 | +5,335+14.9% | $997.8 萬$629.3 萬 | +$129.7 萬 | 1.7%1.7% | +0.04 |
| UBERUber Technologies, Inc | 加碼歷史 | 70,85767,960 | +2,897+4.3% | $694.2 萬$634.1 萬 | +$28.4 萬 | 1.2%1.7% | −0.50 |
| DASHDoorDash, Inc. | 減碼歷史 | 22,03324,136 | −2,103−8.7% | $599.3 萬$595.0 萬 | −$57.2 萬 | 1.0%1.6% | −0.56 |
| NKENIKE, Inc. | 新進歷史 | 80,6980 | +80,698 | $562.7 萬$0 | +$562.7 萬 | 1.0%0.0% | +0.98 |
| APPAppLovin Corp | 減碼歷史 | 6,20310,436 | −4,233−40.6% | $445.7 萬$365.3 萬 | −$304.2 萬 | 0.8%1.0% | −0.21 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 20,08010,180 | +9,900+97.2% | $408.9 萬$208.3 萬 | +$201.6 萬 | 0.7%0.6% | +0.15 |
| COINCoinbase Global, Inc. | 減碼歷史 | 11,73214,358 | −2,626−18.3% | $395.9 萬$503.2 萬 | −$88.6 萬 | 0.7%1.4% | −0.67 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 7,291715 | +6,576+919.7% | $366.5 萬$34.7 萬 | +$330.6 萬 | 0.6%0.1% | +0.55 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 6,3008,616 | −2,316−26.9% | $354.2 萬$452.3 萬 | −$130.2 萬 | 0.6%1.2% | −0.61 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 6,9134,846 | +2,067+42.7% | $339.0 萬$246.8 萬 | +$101.4 萬 | 0.6%0.7% | −0.08 |
| CRMSalesforce, Inc. | 不變歷史 | 12,55212,552 | 00.0% | $297.5 萬$342.3 萬 | $0 | 0.5%0.9% | −0.41 |
| LLYEli Lilly & Co | 不變歷史 | 3,6003,600 | 00.0% | $274.7 萬$280.6 萬 | $0 | 0.5%0.8% | −0.28 |
| INTUIntuit Inc. | 不變歷史 | 4,0174,017 | 00.0% | $274.3 萬$316.4 萬 | $0 | 0.5%0.9% | −0.38 |
| NOWServiceNow, Inc. | 不變歷史 | 2,7852,785 | 00.0% | $256.3 萬$286.3 萬 | $0 | 0.4%0.8% | −0.33 |
| DDOGDatadog, Inc. | 減碼歷史 | 17,38125,381 | −8,000−31.5% | $247.5 萬$340.9 萬 | −$113.9 萬 | 0.4%0.9% | −0.49 |
| GEVGE Vernova Inc. | 新進歷史 | 3,9810 | +3,981 | $244.8 萬$0 | +$244.8 萬 | 0.4%0.0% | +0.43 |
| NUNu Holdings Ltd. | 減碼歷史 | 145,246441,918 | −296,672−67.1% | $232.5 萬$606.3 萬 | −$475.0 萬 | 0.4%1.6% | −1.23 |
| NSCNorfolk Southern Corp | 不變歷史 | 7,4097,409 | 00.0% | $222.6 萬$189.6 萬 | $0 | 0.4%0.5% | −0.12 |
| PEverpure, Inc. | 減碼歷史 | 26,53656,836 | −30,300−53.3% | $222.4 萬$327.3 萬 | −$253.9 萬 | 0.4%0.9% | −0.50 |
| ZSZscaler, Inc. | 加碼歷史 | 7,1442,666 | +4,478+168.0% | $214.1 萬$83.7 萬 | +$134.2 萬 | 0.4%0.2% | +0.15 |
| XYZBlock, Inc. | 加碼歷史 | 23,5357,830 | +15,705+200.6% | $207.4 萬$53.2 萬 | +$138.4 萬 | 0.4%0.1% | +0.22 |
| ABNBAirbnb, Inc. | 加碼歷史 | 16,95415,529 | +1,425+9.2% | $205.9 萬$205.5 萬 | +$17.3 萬 | 0.4%0.6% | −0.20 |
| GSGoldman Sachs Group Inc | 不變歷史 | 2,5002,500 | 00.0% | $199.1 萬$176.9 萬 | $0 | 0.3%0.5% | −0.13 |
| PCORProcore Technologies, Inc. | 減碼歷史 | 26,68648,302 | −21,616−44.8% | $194.6 萬$330.5 萬 | −$157.6 萬 | 0.3%0.9% | −0.55 |
| ACNAccenture plc | 不變歷史 | 7,8447,844 | 00.0% | $193.4 萬$234.4 萬 | $0 | 0.3%0.6% | −0.30 |
| JNJJohnson & Johnson | 不變歷史 | 8,2558,255 | 00.0% | $153.1 萬$126.1 萬 | $0 | 0.3%0.3% | −0.07 |
| State Street Energy Select Sector SPDR ETF81369Y506 | 新進– | 16,6690 | +16,669 | $148.9 萬$0 | +$148.9 萬 | 0.3%0.0% | +0.26 |
| LRCXLam Research Corp | 不變歷史 | 10,79010,790 | 00.0% | $144.5 萬$105.0 萬 | $0 | 0.3%0.3% | −0.03 |
| COSTCostco Wholesale Corp | 加碼歷史 | 1,532638 | +894+140.1% | $141.8 萬$63.2 萬 | +$82.8 萬 | 0.2%0.2% | +0.08 |
| HIMSHims & Hers Health, Inc. | 加碼歷史 | 24,83724,000 | +837+3.5% | $140.9 萬$119.6 萬 | +$4.75 萬 | 0.2%0.3% | −0.08 |
| QCOMQualcomm Inc | 加碼歷史 | 8,0206,469 | +1,551+24.0% | $133.4 萬$103.0 萬 | +$25.8 萬 | 0.2%0.3% | −0.05 |
| SHOPShopify Inc. | 新進歷史 | 8,5330 | +8,533 | $126.8 萬$0 | +$126.8 萬 | 0.2%0.0% | +0.22 |
| GILDGilead Sciences, Inc. | 不變歷史 | 10,90910,909 | 00.0% | $121.1 萬$120.9 萬 | $0 | 0.2%0.3% | −0.12 |
| UNHUnitedHealth Group Inc | 加碼歷史 | 3,2351,535 | +1,700+110.7% | $111.7 萬$47.9 萬 | +$58.7 萬 | 0.2%0.1% | +0.07 |
| DOCSDoximity, Inc. | 不變歷史 | 14,09614,096 | 00.0% | $103.1 萬$86.5 萬 | $0 | 0.2%0.2% | −0.05 |
| MRVLMarvell Technology, Inc. | 不變歷史 | 11,81411,814 | 00.0% | $99.3 萬$91.4 萬 | $0 | 0.2%0.2% | −0.07 |
| NTNXNutanix, Inc. | 減碼歷史 | 13,22335,500 | −22,277−62.8% | $98.4 萬$271.4 萬 | −$165.7 萬 | 0.2%0.7% | −0.56 |
| WDAYWorkday, Inc. | 不變歷史 | 4,0284,028 | 00.0% | $97.0 萬$96.7 萬 | $0 | 0.2%0.3% | −0.09 |
| VRSNVerisign Inc | 不變歷史 | 3,3083,308 | 00.0% | $92.5 萬$95.5 萬 | $0 | 0.2%0.3% | −0.10 |
| SNOWSnowflake Inc. | 減碼歷史 | 4,04826,193 | −22,145−84.5% | $91.3 萬$586.1 萬 | −$499.5 萬 | 0.2%1.6% | −1.43 |
| NETCloudflare, Inc. | 不變歷史 | 3,6503,650 | 00.0% | $78.3 萬$71.5 萬 | $0 | 0.1%0.2% | −0.06 |
| iShares Russell 1000 Growth ETF464287614 | 新進– | 1,6590 | +1,659 | $77.7 萬$0 | +$77.7 萬 | 0.1%0.0% | +0.14 |
| HOODRobinhood Markets, Inc. | 新進歷史 | 5,3970 | +5,397 | $77.3 萬$0 | +$77.3 萬 | 0.1%0.0% | +0.13 |
| DELLDell Technologies Inc. | 不變歷史 | 4,9614,961 | 00.0% | $70.3 萬$60.8 萬 | $0 | 0.1%0.2% | −0.04 |
| ADBEAdobe Inc. | 不變歷史 | 1,9631,963 | 00.0% | $69.2 萬$75.9 萬 | $0 | 0.1%0.2% | −0.08 |
| SBUXStarbucks Corp | 不變歷史 | 8,0008,000 | 00.0% | $67.7 萬$73.3 萬 | $0 | 0.1%0.2% | −0.08 |
| PTGXProtagonist Therapeutics, Inc | 不變歷史 | 10,14310,143 | 00.0% | $67.4 萬$56.1 萬 | $0 | 0.1%0.2% | −0.03 |
| BACBank of America Corp | 減碼歷史 | 3,1008,036 | −4,936−61.4% | $66.9 萬$38.0 萬 | −$106.5 萬 | 0.1%0.1% | +0.01 |
| SPOTSpotify Technology S.A. | 加碼歷史 | 957951 | +6+0.6% | $66.8 萬$73.0 萬 | +$4,188 | 0.1%0.2% | −0.08 |
| AXONAxon Enterprise, Inc. | 減碼歷史 | 9034,003 | −3,100−77.4% | $64.8 萬$331.4 萬 | −$222.5 萬 | 0.1%0.9% | −0.78 |
| CORTCorcept Therapeutics Inc | 不變歷史 | 7,5007,500 | 00.0% | $62.3 萬$55.0 萬 | $0 | 0.1%0.1% | −0.04 |
| FTNTFortinet, Inc. | 不變歷史 | 7,2857,285 | 00.0% | $61.3 萬$77.0 萬 | $0 | 0.1%0.2% | −0.10 |
| ICEIntercontinental Exchange, Inc. | 新進歷史 | 3,6150 | +3,615 | $60.9 萬$0 | +$60.9 萬 | 0.1%0.0% | +0.11 |
| WFCWells Fargo & Company | 不變歷史 | 7,1007,100 | 00.0% | $59.5 萬$56.9 萬 | $0 | 0.1%0.2% | −0.05 |
| PENPenumbra Inc | 不變歷史 | 2,2502,250 | 00.0% | $57.0 萬$57.7 萬 | $0 | 0.1%0.2% | −0.06 |
| AXPAmerican Express Co | 不變歷史 | 1,7081,708 | 00.0% | $56.7 萬$54.5 萬 | $0 | 0.1%0.1% | −0.05 |
| DUOLDuolingo, Inc. | 減碼歷史 | 1,7536,811 | −5,058−74.3% | $56.4 萬$279.3 萬 | −$162.8 萬 | 0.1%0.8% | −0.66 |
| MCOMoodys Corp | 不變歷史 | 1,0961,096 | 00.0% | $52.2 萬$55.0 萬 | $0 | 0.1%0.1% | −0.06 |
| RKLBRocket Lab Corp | 不變歷史 | 9,5839,583 | 00.0% | $45.9 萬$34.3 萬 | $0 | 0.1%0.1% | −0.01 |
| DTDynatrace, Inc. | 不變歷史 | 9,3049,304 | 00.0% | $45.1 萬$51.4 萬 | $0 | 0.1%0.1% | −0.06 |
| GPNGlobal Payments Inc | 不變歷史 | 5,4095,409 | 00.0% | $44.9 萬$43.3 萬 | $0 | 0.1%0.1% | −0.04 |
| BSYBentley Systems Inc | 加碼歷史 | 8,0366,279 | +1,757+28.0% | $41.4 萬$33.9 萬 | +$9.05 萬 | 0.1%0.1% | −0.02 |
| ORCLOracle Corp | 新進歷史 | 1,4000 | +1,400 | $39.4 萬$0 | +$39.4 萬 | 0.1%0.0% | +0.07 |
| ADIAnalog Devices Inc | 不變歷史 | 1,6001,600 | 00.0% | $39.3 萬$38.1 萬 | $0 | 0.1%0.1% | −0.03 |
| IBMInternational Business Machines Corp | 不變歷史 | 1,3871,387 | 00.0% | $39.1 萬$40.9 萬 | $0 | 0.1%0.1% | −0.04 |
| SPGIS&P Global Inc. | 不變歷史 | 789789 | 00.0% | $38.4 萬$41.6 萬 | $0 | 0.1%0.1% | −0.05 |
| BLKBlackRock, Inc. | 新進歷史 | 3280 | +328 | $38.2 萬$0 | +$38.2 萬 | 0.1%0.0% | +0.07 |
| CARTMaplebear Inc. | 減碼歷史 | 10,31015,182 | −4,872−32.1% | $37.9 萬$68.7 萬 | −$17.9 萬 | 0.1%0.2% | −0.12 |
| CCCCCC Intelligent Solutions Holdings Inc. | 減碼歷史 | 41,091171,091 | −130,000−76.0% | $37.4 萬$161.0 萬 | −$118.4 萬 | 0.1%0.4% | −0.37 |
| RBLXRoblox Corp | 加碼歷史 | 2,6752,602 | +73+2.8% | $37.1 萬$27.4 萬 | +$1.01 萬 | 0.1%0.1% | −0.01 |
| TWLOTwilio Inc | 不變歷史 | 3,6153,615 | 00.0% | $36.2 萬$45.0 萬 | $0 | 0.1%0.1% | −0.06 |
| CFLTConfluent, Inc. | 減碼歷史 | 17,47152,644 | −35,173−66.8% | $34.6 萬$131.2 萬 | −$69.6 萬 | 0.1%0.4% | −0.29 |
| SHELShell plc | 加碼歷史 | 4,6883,303 | +1,385+41.9% | $33.5 萬$23.3 萬 | +$9.91 萬 | 0.1%0.1% | 0.00 |
| ISRGIntuitive Surgical Inc | 加碼歷史 | 727677 | +50+7.4% | $32.5 萬$36.8 萬 | +$2.24 萬 | 0.1%0.1% | −0.04 |
| Vanguard Morningstar Total Stock Market ETF922908769 | 新進– | 9500 | +950 | $31.2 萬$0 | +$31.2 萬 | 0.1%0.0% | +0.05 |
| APHAmphenol Corp | 不變歷史 | 2,4862,486 | 00.0% | $30.8 萬$24.5 萬 | $0 | 0.1%0.1% | −0.01 |
| HAPNHappen, Inc. | 不變歷史 | 20,00020,000 | 00.0% | $30.4 萬$24.1 萬 | $0 | 0.1%0.1% | −0.01 |
| TSCOTractor Supply Co | 不變歷史 | 5,2555,255 | 00.0% | $29.9 萬$27.7 萬 | $0 | 0.1%0.1% | −0.02 |
| PINSPinterest, Inc. | 不變歷史 | 9,0009,000 | 00.0% | $29.0 萬$32.3 萬 | $0 | 0.1%0.1% | −0.04 |
| AMGNAmgen Inc | 新進歷史 | 9500 | +950 | $26.8 萬$0 | +$26.8 萬 | <0.1%0.0% | +0.05 |
| TTDTrade Desk, Inc. | 新進歷史 | 2,7670 | +2,767 | $26.7 萬$0 | +$26.7 萬 | <0.1%0.0% | +0.05 |
| CSXCSX Corp | 不變歷史 | 7,2007,200 | 00.0% | $25.6 萬$23.5 萬 | $0 | <0.1%0.1% | −0.02 |
| AMDAdvanced Micro Devices Inc | 不變歷史 | 1,5181,518 | 00.0% | $24.6 萬$21.5 萬 | $0 | <0.1%0.1% | −0.02 |
| APPFAppfolio Inc | 不變歷史 | 883883 | 00.0% | $24.3 萬$20.3 萬 | $0 | <0.1%0.1% | −0.01 |
| JBHTHunt J B Transport Services Inc | 不變歷史 | 1,8001,800 | 00.0% | $24.2 萬$25.8 萬 | $0 | <0.1%0.1% | −0.03 |
| UALUnited Airlines Holdings, Inc. | 新進歷史 | 2,4000 | +2,400 | $23.2 萬$0 | +$23.2 萬 | <0.1%0.0% | +0.04 |
| SPDR Series Trust78464A821 | 新進– | 2,3000 | +2,300 | $21.1 萬$0 | +$21.1 萬 | <0.1%0.0% | +0.04 |
| COURCoursera, Inc. | 不變歷史 | 17,78917,789 | 00.0% | $20.8 萬$15.6 萬 | $0 | <0.1%<0.1% | −0.01 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。