13FBOX
Taylor Frigon Capital Management LLC · 13F 持仓分析
期权收益计算器 机构排行

Taylor Frigon Capital Management LLC

No.6924
最新持仓市值 (Q2 2026)
$2.14亿
环比变动 Q1 2026
+$3,789.5万+21.6%
持仓股票数
93
新买入
2
加仓
43
减仓
48
清仓
2
持股不变
0
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
AASTERA LABSALAB
3%1.48%$641.7万1.3万股$260.7万2.4万股-1.1万股-44.15%减仓
CREDO TECHNOLOGY GROUP HOLDING LTD COM USD0.00005CRDO
2.44%1.6%$520.4万1.9万股$281.6万3.0万股-1.1万股-36.21%减仓
CCARDINAL INFRASTRUCTURE GROUCDNL
2.33%1.96%$496.9万5.3万股$344.1万8.7万股-3.4万股-39.21%减仓
PALO ALTOPANW
2.05%0.9%$437.8万1.3万股$157.5万9,826股+3,011股+30.64%加仓
科磊KLAC
2.04%1.22%$435.6万1.4万股$214.7万1,458股+1.3万股+890.19%加仓
TTOWER SEMICONDUCTOR SHS NEWTSEM
2.03%1.68%$434.0万1.7万股$294.7万1.7万股-140股-0.83%减仓
迈威尔MRVL
2%1.44%$427.0万1.4万股$252.6万2.6万股-1.1万股-43.80%减仓
OONTO INNOVATIONONTO
1.83%1.21%$390.4万1.0万股$213.2万1.0万股-78股-0.75%减仓
CloudflareNET
1.77%1.83%$379.2万1.5万股$321.4万1.6万股-117股-0.75%减仓
CCARVANA CL ACVNA
1.76%1.57%$375.5万5.7万股$275.4万8,761股+4.8万股+551.24%加仓
GE VernovaGEV
1.73%1.82%$369.7万3,147股$319.3万3,658股-511股-13.97%减仓
QUANTA SVCSPWR
1.7%1.76%$362.3万5,031股$310.1万5,649股-618股-10.94%减仓
DDUTCH BROSBROS
1.55%1.33%$331.2万4.6万股$234.3万4.6万股-119股-0.26%减仓
GGLAUKOS COMGKOS
1.53%1.44%$326.8万2.3万股$252.4万2.3万股-60股-0.26%减仓
GGitLabGTLB
1.47%0.71%$314.9万10.3万股$124.9万5.8万股+4.5万股+78.70%加仓
MONGODB CL AMDB
1.42%1.26%$302.4万9,002股$221.0万9,029股-27股-0.30%减仓
IIMPINJPI
1.32%1.15%$282.7万2.0万股$202.7万2.0万股+2股+0.01%加仓
QQUICKLOGICQUIK
1.32%1.34%$281.1万14.1万股$235.0万25.1万股-11.0万股-43.82%减仓
SOFI TECHNOLOGIES COMSOFI
1.3%1.07%$278.4万15.5万股$187.4万11.8万股+3.7万股+31.55%加仓
MobileyeMBLY
1.29%0.79%$275.1万28.4万股$138.7万20.2万股+8.2万股+40.79%加仓
SYMBOTIC CLASS A COMSYM
1.28%1.22%$272.8万6.1万股$215.2万4.0万股+2.0万股+50.04%加仓
ALKAMI TECHNOLOGYALKT
1.27%1.33%$270.5万14.9万股$234.4万15.0万股-334股-0.22%减仓
BBILLBILL
1.26%1.18%$269.6万7.5万股$207.5万5.4万股+2.0万股+37.63%加仓
Nice Ltd ADRNICE
1.24%1.13%$264.2万2.9万股$198.4万1.8万股+1.1万股+61.58%加仓
MAIN STR CAPMAIN
1.23%1.51%$263.2万5.1万股$265.2万5.0万股+649股+1.30%加仓
BOOT BARNBOOT
1.23%1.12%$262.7万1.6万股$196.3万1.3万股+2,584股+19.27%加仓
SSERVICETITAN INC SHS CL ATTAN
1.22%1.31%$261.1万3.7万股$231.0万3.6万股+527股+1.45%加仓
EEVERPURE CL AEVPR
1.2%1.1%$257.1万3.3万股$193.0万3.3万股-67股-0.20%减仓
MONOLITHIC PWR SYSMPWR
1.19%1.15%$255.2万1,846股$202.8万1,855股-9股-0.49%减仓
HERCULES CAPITALHTGC
1.19%1.33%$253.5万16.1万股$234.1万15.8万股+2,231股+1.41%加仓
ARES CAPITALARCC
1.18%1.38%$252.5万13.6万股$242.4万13.5万股+1,756股+1.31%加仓
KORNIT DIGITALKRNT
1.17%1.41%$250.0万15.4万股$247.5万15.4万股-284股-0.18%减仓
CCBIZCBZ
1.12%0.69%$238.4万7.4万股$121.6万4.5万股+2.9万股+64.07%加仓
IDEXX LABS COMIDXX
1.11%1.15%$237.1万4,504股$201.9万3,594股+910股+25.32%加仓
CCLEARPOINT NEUROCLPT
1.1%0.68%$235.5万13.2万股$120.0万13.2万股+108股+0.08%加仓
CAMTEKCAMT
1.1%1.25%$235.4万1.4万股$219.3万1.4万股-35股-0.24%减仓
安费诺APH
1.1%0.97%$234.9万1.3万股$170.7万1.4万股-182股-1.35%减仓
EquinixEQIX
1.1%1.3%$234.5万2,250股$227.7万2,323股-73股-3.14%减仓
MMONDAY COMMNDY
1.08%1.16%$231.3万3.2万股$204.3万3.0万股+2,393股+8.10%加仓
PROCEPT BIOROBOTICSPRCT
1.07%1.26%$229.3万10.2万股$221.9万8.9万股+1.3万股+14.50%加仓
DIGITAL RLTY TR COMDLR
1.07%1.35%$229.0万1.3万股$237.0万1.3万股-399股-3.03%减仓
德康医疗DXCM
1.06%1.2%$225.8万3.4万股$210.5万3.4万股+5股+0.01%加仓
RYMAN HOSPITALITY PPTYSRHP
1.05%0.95%$225.4万1.8万股$167.1万1.8万股-572股-3.16%减仓
TradewebTW
1.04%1.5%$223.2万2.2万股$264.0万2.2万股-42股-0.19%减仓
TTOAST CL ATOST
1.04%1.2%$221.4万8.0万股$210.8万8.0万股+63股+0.08%加仓
VITAL FARMSVITL
1.03%0.72%$219.6万18.9万股$127.0万9.0万股+9.9万股+109.83%加仓
ONEMAINOMF
1%1.08%$214.3万3.5万股$189.0万3.5万股-194股-0.55%减仓
帕兰提尔PLTR
0.99%1.35%$211.7万1.8万股$237.8万1.6万股+1,889股+11.62%加仓
FFIGMAFIG
0.99%$210.9万11.7万股$00股+11.7万股新买入
PPROCORE TECHNOLOGIESPCOR
0.96%1.29%$205.1万5.0万股$226.1万4.0万股+1.1万股+27.26%加仓

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