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Riverwater Partners LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Riverwater Partners LLC
报告期 2026-03-31 · CIK 0001882572
持仓数
213
前50大市值合计
$184.5M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 141 项
建仓 13
增持 68
减持 48
清仓 12
方向
标的
Δ市值
现股数(环比)
建仓
WAL
WESTERN ALLIANCE BANCORP
+$1.1M
29,171
增持
RH
RH
+$942.5K
4,211
+130%
减持
SNEX
STONEX GROUP INC
-$905.8K
7,801
-48%
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。
减持
CROX
CROCS INC
-$586.6K
12,644
-20%
建仓
IDCC
INTERDIGITAL INC
+$526.0K
5,448
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$520.1K
703,994
+1%
清仓
GNMA
ISHARES TR
-$503.2K
0
-100%
清仓
BRCC
BRC INC
-$498.1K
0
-100%
清仓
SCHR
SCHWAB STRATEGIC TR
-$488.9K
0
-100%
增持
—
TECNOGLASS INC
+$486.4K
43,778
+3%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$466.7K
12,895
+184%
建仓
CARR
CARRIER GLOBAL CORPORATION
+$460.0K
9,254
增持
HAE
HAEMONETICS CORP MASS
+$409.9K
15,715
+40%
清仓
—
PERION NETWORK LTD
-$380.9K
0
-100%
建仓
INTU
INTUIT
+$339.5K
741
减持
FSLR
FIRST SOLAR INC
-$339.1K
3,827
-22%
减持
PCAR
PACCAR INC
-$338.9K
6,907
-45%
减持
TALO
TALOS ENERGY INC
-$279.7K
39,658
-29%
增持
ICFI
ICF INTL INC
+$275.2K
13,963
+5%
建仓
FTNT
FORTINET INC
+$275.1K
3,639
建仓
BWA
BORGWARNER INC
+$272.9K
5,580
清仓
ESGE
ISHARES INC
-$265.4K
0
-100%
建仓
WBS
WEBSTER FINL CORP
+$264.3K
7,000
减持
CDW
CDW CORP
-$262.6K
2,714
-30%
增持
VECO
VEECO INSTRS INC DEL
+$245.5K
43,392
+6%
减持
BKNG
BOOKING HOLDINGS INC
-$232.1K
194
-32%
减持
GOOGL
ALPHABET INC
+$228.7K
14,990
-1%
清仓
HD
HOME DEPOT INC
-$225.5K
0
-100%
减持
VVV
VALVOLINE INC
-$224.8K
23,071
-26%
清仓
MDLZ
MONDELEZ INTL INC
-$224.4K
0
-100%
建仓
LEU
CENTRUS ENERGY CORP
+$221.9K
6,814
建仓
COHU
COHU INC
+$216.1K
5,200
建仓
—
TRITON INTL LTD
+$215.7K
2,591
建仓
LGIH
LGI HOMES INC
+$215.3K
1,596
增持
CNX
CNX RES CORP
+$211.7K
86,595
+5%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$211.4K
0
-100%
清仓
IRM
IRON MTN INC DEL
-$209.5K
0
-100%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$207.5K
0
-100%
建仓
SCHB
SCHWAB STRATEGIC TR
+$200.2K
3,872
增持
AGM
FEDERAL AGRIC MTG CORP
+$188.6K
11,360
+5%
减持
ESGD
ISHARES TR
-$172.1K
3,822
-39%
清仓
—
FARMER BROS CO
-$172.0K
0
-100%
增持
LECO
LINCOLN ELEC HLDGS INC
+$160.7K
4,313
+5%
增持
—
STERIS PLC
+$159.6K
4,214
+2%
增持
CSL
CARLISLE COS INC
+$140.8K
3,236
+6%
减持
MSFT
MICROSOFT CORP
+$137.5K
4,022
-6%
减持
AMT
AMERICAN TOWER CORP NEW
-$130.7K
1,568
-26%
减持
AAPL
APPLE INC
+$130.3K
4,613
-0%
增持
DG
DOLLAR GEN CORP NEW
-$128.5K
4,012
+4%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$123.8K
3,821
+0%
增持
EVR
EVERCORE INC
+$116.4K
8,403
+5%
建仓
PWP
PERELLA WEINBERG PARTNERS
+$112.7K
13,534
增持
FMS
FRESENIUS MED CARE AG&CO KGA
+$112.4K
13,580
+36%
减持
NSIT
INSIGHT ENTERPRISES INC
-$109.9K
2,436
-25%
增持
AMZN
AMAZON COM INC
+$108.7K
2,490
+19%
增持
OC
OWENS CORNING NEW
+$106.7K
2,872
+3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$105.3K
1,791
-1%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
+$97.9K
1,056
-3%
减持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
-$94.7K
35,544
-10%
增持
FMC
FMC CORP
-$93.4K
7,912
+5%
增持
JLL
JONES LANG LASALLE INC
+$91.0K
4,955
+6%
减持
FISV
FISERV INC
+$90.6K
7,696
-1%
增持
CFR
CULLEN FROST BANKERS INC
+$85.7K
11,695
+5%
增持
PNW
PINNACLE WEST CAP CORP
+$80.0K
13,598
+5%
减持
ATKR
ATKORE INC
-$75.0K
13,279
-13%
清仓
—
HUDSON PAC PPTYS INC
-$74.8K
0
-100%
增持
SCHW
SCHWAB CHARLES CORP
+$72.9K
16,502
+0%
增持
KRBN
KRANESHARES TR
-$72.7K
61,205
+1%
增持
DHR
DANAHER CORPORATION
+$71.7K
2,293
+21%
增持
PHG
KONINKLIJKE PHILIPS N V
+$70.6K
17,132
+4%
增持
LOPE
GRAND CANYON ED INC
-$68.7K
12,621
+5%
增持
RRX
REGAL REXNORD CORPORATION
+$68.3K
1,980
+18%
增持
AZZ
AZZ INC
+$67.7K
14,871
+6%
增持
CRL
CHARLES RIV LABS INTL INC
+$65.1K
3,625
+5%
增持
ESGU
ISHARES TR
+$56.1K
8,000
+0%
增持
SJM
SMUCKER J M CO
-$55.3K
13,114
+4%
减持
—
TERRAN ORBITAL CORPORATION
-$54.9K
25,100
-50%
减持
DCI
DONALDSON INC
-$54.9K
4,543
-12%
减持
—
INTERPUBLIC GROUP COS INC
-$54.3K
16,905
-11%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
+$53.9K
16,810
+5%
增持
—
TE CONNECTIVITY LTD
+$52.2K
2,783
+8%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$51.3K
2,496
+3%
增持
PFE
PFIZER INC
-$48.0K
11,879
+0%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$47.3K
3,529
+10%
增持
ZTS
ZOETIS INC
+$47.2K
2,241
+10%
增持
THG
HANOVER INS GROUP INC
-$46.2K
5,128
+5%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$43.1K
3,894
-8%
增持
CIEN
CIENA CORP
+$41.9K
33,617
+27%
增持
CEG
CONSTELLATION ENERGY CORP
+$40.0K
3,059
+0%
减持
ADI
ANALOG DEVICES INC
-$38.7K
1,330
-12%
增持
AXP
AMERICAN EXPRESS CO
+$38.0K
1,789
+8%
减持
GIS
GENERAL MLS INC
-$35.8K
2,720
-5%
减持
POOL
POOL CORP
+$33.2K
1,107
-1%
增持
PLXS
PLEXUS CORP
+$32.4K
8,625
+3%
增持
EFV
ISHARES TR
+$31.6K
30,123
+1%
减持
—
ACCENTURE PLC IRELAND
+$28.3K
1,367
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$27.6K
6,491
-4%
增持
—
GENPACT LIMITED
-$25.4K
9,207
+15%
增持
ALGM
ALLEGRO MICROSYSTEMS INC
+$25.4K
6,560
+16%
增持
DGX
QUEST DIAGNOSTICS INC
+$24.7K
4,517
+5%
增持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$24.3K
1,254
+1%
减持
AVY
AVERY DENNISON CORP
-$24.0K
3,314
-0%
增持
LMNR
LIMONEIRA CO
-$23.5K
92,785
+5%
减持
VRSK
VERISK ANALYTICS INC
-$23.3K
1,756
-20%
增持
PSX
PHILLIPS 66
-$23.0K
4,366
+1%
增持
ESML
ISHARES TR
+$22.0K
13,865
+0%
减持
CSX
CSX CORP
+$19.2K
8,552
-6%
增持
RHI
ROBERT HALF INTL INC
+$18.7K
4,822
+13%
增持
ULTA
ULTA BEAUTY INC
+$18.3K
570
+24%
增持
NNN
NNN REIT INC
+$17.4K
18,040
+6%
减持
DAR
DARLING INGREDIENTS INC
+$17.1K
3,710
-1%
增持
OTIS
OTIS WORLDWIDE CORP
+$16.8K
3,327
+1%
减持
—
NVENT ELECTRIC PLC
+$16.3K
6,694
-13%
增持
CVX
CHEVRON CORP NEW
-$13.9K
2,485
+0%
增持
PGR
PROGRESSIVE CORP
+$12.9K
6,221
+10%
减持
NEE
NEXTERA ENERGY INC
-$12.8K
2,697
-2%
减持
GOOG
ALPHABET INC
-$10.8K
4,322
-16%
增持
EXC
EXELON CORP
-$10.3K
9,277
+0%
减持
—
EATON CORP PLC
-$10.0K
1,680
-17%
减持
UNH
UNITEDHEALTH GROUP INC
-$9.4K
2,350
-2%
减持
DE
DEERE & CO
-$9.1K
811
-1%
减持
ABT
ABBOTT LABS
-$8.8K
2,584
-10%
增持
KMB
KIMBERLY-CLARK CORP
+$8.4K
1,695
+1%
减持
—
EXXON MOBIL CORP
-$8.0K
3,043
-0%
减持
—
ACTIVISION BLIZZARD INC
-$7.7K
5,874
-0%
减持
EOG
EOG RES INC
-$7.5K
2,880
-2%
增持
—
HOLOGIC INC
+$7.2K
6,473
+1%
减持
AEM
AGNICO EAGLE MINES LTD
-$6.6K
4,010
-1%
增持
UNP
UNION PAC CORP
+$6.5K
1,882
+0%
增持
CVS
CVS HEALTH CORP
-$5.2K
3,384
+5%
增持
PNC
PNC FINL SVCS GROUP INC
+$5.0K
3,942
+2%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$4.1K
1,223
-1%
增持
ELV
ELEVANCE HEALTH INC
-$3.9K
486
+2%
减持
CSCO
CISCO SYS INC
-$3.3K
5,865
-0%
增持
GLW
CORNING INC
-$3.2K
16,249
+0%
减持
—
HARVARD BIOSCIENCE INC
+$2.5K
44,311
-23%
增持
HASI
HANNON ARMSTRONG SUST INFR C
+$1.9K
8,200
+15%
减持
BSX
BOSTON SCIENTIFIC CORP
-$1.4K
4,580
-8%
增持
—
DUPONT DE NEMOURS INC
-$1.1K
4,447
+0%
增持
BNY
BANK NEW YORK MELLON CORP
+$576
5,301
+2%
减持
—
SKECHERS U S A INC
+$336
7,064
-10%
