托雷投资
托雷
报告期
Q4 2025
组合日期
31 Dec 2025
持股数
95
市值
$698.4M
全部持仓
$AVGO
4.52%
$RPRX
4.12%
$PSX
3.82%
$ - HEWLETT PACKARD ENTERPRISE C
3.57%
$TXN
3.48%
$CNA
3.37%
$CVX
3.15%
$BX
3.08%
$ - KKR & CO INC 6.25 CON SER D
3.08%
$ABBV
3.03%
$AMGN
3.03%
$PLD
2.87%
$PFE
2.87%
$UNH
2.8%
$PEP
2.79%
$OKE
2.74%
$NEE
2.7%
$MMC
2.59%
$AMZN
2.39%
$MSFT
2.35%
$GOOGL
2.12%
$INTU
2.05%
$AAPL
1.95%
$JPM
1.79%
$CASY
1.37%
$AXP
1.29%
$APH
1.24%
$TSM
1.17%
$KLAC
1.15%
$TW
1.11%
$VRTX
1%
$V
0.99%
$CEG
0.96%
$CPRT
0.9%
$OTC-LZAGY
0.89%
$NOW
0.89%
$AJG
0.86%
$ORLY
0.82%
$MS
0.79%
$ADBE
0.75%
$OTC-CNSWF
0.74%
$VEEV
0.68%
$TYL
0.61%
$RBC
0.59%
$VRSK
0.56%
$MPWR
0.55%
$SHW
0.54%
$ETF-VUG
0.45%
$RYAN
0.45%
$FN
0.44%
$KRYS
0.42%
$NTRA
0.4%
$JKHY
0.39%
$AXSM
0.39%
$BE
0.38%
$DT
0.37%
$HALO
0.37%
$MTD
0.33%
$HURN
0.32%
$BWXT
0.31%
$FCN
0.3%
$SNDX
0.29%
$COO
0.29%
$ENTG
0.27%
$GOOG
0.27%
$QLYS
0.27%
$CCCS
0.24%
$VSTM
0.24%
$BRK.B
0.21%
$HD
0.21%
$ETF-IWF
0.14%
$EVLV
0.13%
$JNJ
0.13%
$TSLA
0.12%
$POOL
0.11%
$RKLB
0.09%
$NVDA
0.08%
$COST
0.08%
$URI
0.08%
$ENB
0.08%
$NOC
0.07%
$DHR
0.06%
$LLY
0.06%
$OTC-RYCEY
0.06%
$MMM
0.05%
$RTX
0.04%
$AMAT
0.04%
$WFC
0.04%
$EW
0.04%
$ETF-VTI
0.04%
$HON
0.03%
$ABT
0.03%
$SLB
0.03%
$MSI
0.03%
$EXPE
0.03%