Torray Funds
Torray FundsTorray Funds13F · 01 May 2026
持仓 40前十集中度 40%本季新建/加仓 16减持/清仓 23
14.8%减持24.8%加仓34.5%加仓44.4%减持54.0%加仓64.0%减持73.7%减持83.4%减持93.4%减持103.4%减持113.3%加仓123.2%加仓133.0%减持143.0%加仓152.9%减持162.8%减持172.6%减持182.5%新建仓192.3%减持202.1%减持212.0%减持221.9%减持231.8%持有241.4%加仓251.4%加仓261.3%加仓271.3%减持281.1%减持291.0%减持301.0%加仓310.9%加仓320.9%减持330.9%加仓340.9%减持350.8%减持360.8%减持370.7%加仓380.7%新建仓390.7%加仓400.6%减持
RPRXRoyalty Pharma plc均 55
AVGOBroadcom Inc.均 68
MSFTMicrosoft Corp.均 70
CVXChevron Corp.均 51
CEGConstellation Energy Corp.均 66
PSXPhillips 66均 52
TXNTexas Instruments均 61
PFEPfizer Inc.均 44
CNACNA Financial Corp.均 44
OKEONEOK Inc.均 59
PEPPepsiCo Inc.均 61
ABBVAbbVie Inc.均 60
AMGNAmgen均 54
BXBlackstone Group均 62
NEENextEra Energy Inc.均 66
PLDPrologis Inc.均 59
MRSHMarsh均 59
CMCSAComcast Corp.均 47
AMZNAmazon.com Inc.均 69
GOOGLAlphabet Inc.均 71
AAPLApple Inc.均 60
CASYCasey's Gen'l Stores均 58
JPMJPMorgan Chase & Co.均 61
TSMTaiwan Semiconductor S.A.均 78
TWTradeweb Markets Inc.均 66
BEBloom Energy Corp.均 46
APHAmphenol Corp.均 73
VRTXVertex Pharmaceuticals均 61
KLACKLA Corp.均 70
AJGArthur J. Gallagher & Co.均 60
VVisa Inc.均 63
LZAGYLonza Group Ag Unspon ADR
NOWServiceNow Inc.均 68
ORLYO'Reilly Automotive均 59
MSMorgan Stanley均 55
RBCRBC Bearings Inc.均 67
VRSKVerisk Analytics Inc.均 57
BMRNBioMarin Pharmaceutical Inc.均 47
VEEVVeeva Systems Inc.均 64
MPWRMonolithic Power Systems均 71
数据 = Dataroma 13F(季度披露,有 ~45 天滞后);占比为组合权重,非实时。「均」= 五方均分。共识 ≠ 正确,大佬也会一起踏空 · 非投资建议。