小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 15
增持 49
减持 61
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$1.9M
665,286
-3%
清仓
LECO
LINCOLN ELEC HLDGS INC
-$1.2M
0
-100%
增持
MOD
MODINE MFG CO
+$847.8K
23,633
+1%
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。
清仓
TALO
TALOS ENERGY INC
-$798.1K
0
-100%
建仓
LLY
ELI LILLY & CO
+$774.1K
995
清仓
KCCA
KRANESHARES TR
-$630.2K
0
-100%
增持
ATKR
ATKORE INC
+$574.6K
14,151
+7%
建仓
NEE
NEXTERA ENERGY INC
+$562.2K
8,797
增持
CROX
CROCS INC
+$550.1K
10,725
+1%
建仓
LPX
LOUISIANA PAC CORP
+$471.7K
5,622
增持
MSFT
MICROSOFT CORP
+$469.8K
4,555
+18%
增持
LMNR
LIMONEIRA CO
+$452.4K
139,946
+26%
增持
HDSN
HUDSON TECHNOLOGIES INC
+$449.2K
74,334
+172%
增持
DGX
QUEST DIAGNOSTICS INC
+$441.9K
10,235
+53%
建仓
TXN
TEXAS INSTRS INC
+$434.0K
2,491
建仓
ORCL
ORACLE CORP
+$405.2K
3,226
增持
PGR
PROGRESSIVE CORP
+$401.0K
6,418
+10%
减持
SJM
SMUCKER J M CO
-$394.4K
6,577
-32%
清仓
SAP
SAP SE
-$375.8K
0
-100%
建仓
COST
COSTCO WHSL CORP NEW
+$373.6K
510
增持
DHR
DANAHER CORPORATION
+$371.7K
3,571
+59%
建仓
J
JACOBS SOLUTIONS INC
+$364.6K
2,372
建仓
—
NEW YORK CMNTY BANCORP INC
+$361.9K
112,405
清仓
IWN
ISHARES TR
-$348.9K
0
-100%
增持
ECL
ECOLAB INC
+$346.4K
2,921
+77%
增持
KRBN
KRANESHARES TRUST
+$333.7K
68,070
+41%
减持
LEU
CENTRUS ENERGY CORP
-$326.7K
9,364
-29%
清仓
AXP
AMERICAN EXPRESS CO
-$322.4K
0
-100%
增持
A
AGILENT TECHNOLOGIES INC
+$318.3K
3,570
+147%
增持
—
TECNOGLASS INC
+$306.4K
52,671
+0%
增持
AZZ
AZZ INC
+$297.6K
14,945
+1%
建仓
USB
US BANCORP DEL
+$296.4K
6,631
清仓
CSX
CSX CORP
-$292.3K
0
-100%
清仓
ASLE
AERSALE CORPORATION
-$286.8K
0
-100%
清仓
WBS
WEBSTER FINL CORP
-$285.3K
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP
-$275.9K
0
-100%
增持
VECO
VEECO INSTRS INC DEL
+$275.8K
65,542
+0%
清仓
—
PERION NETWORK LTD
-$274.1K
0
-100%
建仓
JPM
JPMORGAN CHASE & CO
+$272.8K
1,362
清仓
CMCSA
COMCAST CORP NEW
-$271.3K
0
-100%
清仓
CVS
CVS HEALTH CORP
-$267.7K
0
-100%
清仓
ABBV
ABBVIE INC
-$265.6K
0
-100%
清仓
DE
DEERE & CO
-$259.9K
0
-100%
清仓
RRX
REGAL REXNORD CORPORATION
-$259.0K
0
-100%
增持
CNX
CNX RES CORP
+$257.8K
65,673
+1%
清仓
KMB
KIMBERLY-CLARK CORP
-$252.9K
0
-100%
清仓
GIS
GENERAL MLS INC
-$252.1K
0
-100%
增持
ICFI
ICF INTL INC
+$251.1K
14,048
+1%
增持
IRDM
IRIDIUM COMMUNICATIONS INC
-$247.3K
16,961
+1%
清仓
RGA
REINSURANCE GRP OF AMERICA I
-$244.3K
0
-100%
清仓
TPR
TAPESTRY INC
-$242.9K
0
-100%
清仓
LULU
LULULEMON ATHLETICA INC
-$239.8K
0
-100%
建仓
NKE
NIKE INC
+$238.8K
2,541
增持
—
LINDE PLC
+$230.5K
1,533
+31%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$229.1K
0
-100%
清仓
NOW
SERVICENOW INC
-$225.4K
0
-100%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$224.7K
0
-100%
清仓
WDAY
WORKDAY INC
-$215.3K
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC
+$210.2K
1,414
建仓
AEM
AGNICO EAGLE MINES LTD
+$209.4K
3,510
建仓
MRSH
MARSH & MCLENNAN COS INC
+$207.6K
1,008
增持
GOOG
ALPHABET INC
+$203.2K
4,599
+30%
增持
KMX
CARMAX INC
+$201.7K
7,356
+29%
建仓
AVGO
BROADCOM INC
+$200.1K
151
增持
EVR
EVERCORE INC
+$197.0K
8,478
+1%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$188.9K
3,466
-3%
减持
CEG
CONSTELLATION ENERGY CORP
+$180.3K
2,703
-1%
增持
—
NVENT ELECTRIC PLC
+$173.5K
6,144
+25%
减持
FISV
FISERV INC
-$172.5K
4,509
-33%
减持
ADBE
ADOBE INC
-$170.4K
652
-22%
增持
LHX
L3HARRIS TECHNOLOGIES INC
+$166.3K
1,847
+71%
增持
TJX
TJX COS INC NEW
+$161.0K
7,475
+17%
增持
V
VISA INC
+$158.2K
3,388
+12%
减持
PCAR
PACCAR INC
+$155.3K
6,223
-1%
增持
CG
CARLYLE GROUP INC
+$144.6K
21,761
+1%
增持
FANG
DIAMONDBACK ENERGY INC
+$141.6K
1,810
+29%
减持
NVDA
NVIDIA CORPORATION
+$134.3K
666
-29%
增持
CRL
CHARLES RIV LABS INTL INC
+$133.3K
3,639
+1%
增持
CIEN
CIENA CORP
+$127.4K
26,281
+1%
减持
CRAI
CRA INTL INC
+$120.2K
2,445
-2%
减持
AAPL
APPLE INC
-$120.1K
4,689
-2%
减持
GOOGL
ALPHABET INC
+$118.8K
13,989
-2%
减持
PSX
PHILLIPS 66
+$114.0K
3,966
-1%
增持
—
UNILEVER PLC
+$113.2K
9,621
+26%
减持
BJ
BJS WHSL CLUB HLDGS INC
+$113.1K
12,816
-0%
增持
PLXS
PLEXUS CORP
-$105.0K
8,332
+1%
减持
PHM
PULTE GROUP INC
-$93.1K
2,264
-36%
增持
HD
HOME DEPOT INC
+$90.1K
824
+26%
增持
—
BLACKROCK INC
+$87.7K
519
+22%
减持
SONY
SONY GROUP CORP
-$84.9K
6,790
-4%
增持
AGM
FEDERAL AGRIC MTG CORP
+$84.8K
11,476
+1%
减持
MAS
MASCO CORP
+$84.1K
8,727
-3%
减持
TMO
THERMO FISHER SCIENTIFIC INC
+$80.5K
1,776
-1%
减持
DG
DOLLAR GEN CORP NEW
+$80.1K
4,761
-2%
减持
CSL
CARLISLE COS INC
+$76.9K
2,577
-14%
减持
MU
MICRON TECHNOLOGY INC
-$72.7K
5,148
-35%
减持
LMAT
LEMAITRE VASCULAR INC
+$71.4K
8,104
-1%
增持
UNP
UNION PAC CORP
+$71.4K
1,997
+17%
减持
—
FERGUSON PLC NEW
+$70.6K
3,972
-4%
减持
CRM
SALESFORCE INC
-$70.3K
780
-33%
增持
UNH
UNITEDHEALTH GROUP INC
+$70.2K
2,480
+13%
减持
PHG
KONINKLIJKE PHILIPS N V
-$69.7K
15,667
-5%
增持
LOPE
GRAND CANYON ED INC
+$68.7K
12,716
+1%
增持
NPKI
NEWPARK RES INC
+$64.5K
75,254
+4%
减持
—
ARCH CAP GROUP LTD
+$59.0K
3,822
-4%
减持
PWP
PERELLA WEINBERG PARTNERS
+$56.9K
33,165
-1%
减持
—
SKECHERS U S A INC
-$55.4K
5,506
-13%
减持
—
EATON CORP PLC
+$52.5K
831
-3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$52.3K
3,052
-32%
减持
IRMD
IRADIMED CORP
-$49.3K
11,754
-1%
增持
PNW
PINNACLE WEST CAP CORP
+$49.2K
13,699
+1%
减持
III
INFORMATION SVCS GROUP INC
-$47.8K
64,459
-1%
减持
ANIK
ANIKA THERAPEUTICS INC
+$47.4K
17,662
-0%
减持
CCB
COASTAL FINL CORP WA
-$46.4K
7,771
-1%
减持
MRK
MERCK & CO INC
-$46.0K
1,815
-31%
减持
FBIZ
FIRST BUSINESS FINL SVCS INC
-$45.7K
14,275
-1%
增持
CFR
CULLEN FROST BANKERS INC
+$45.7K
8,889
+1%
减持
MA
MASTERCARD INCORPORATED
+$45.5K
1,260
-4%
减持
TCMD
TACTILE SYS TECHNOLOGY INC
+$43.4K
25,051
-2%
减持
OC
OWENS CORNING NEW
+$42.6K
2,566
-1%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
+$42.4K
5,212
-1%
增持
—
HARVARD BIOSCIENCE INC
-$42.0K
93,197
+14%
增持
JLL
JONES LANG LASALLE INC
+$41.2K
5,008
+1%
减持
APH
AMPHENOL CORP NEW
+$40.2K
3,088
-3%
减持
AMZN
AMAZON COM INC
+$39.8K
2,757
-8%
减持
DLTR
DOLLAR TREE INC
-$39.7K
2,865
-3%
减持
SYY
SYSCO CORP
-$37.6K
8,140
-15%
减持
AVY
AVERY DENNISON CORP
+$36.5K
3,024
-4%
减持
CDW
CDW CORP
+$34.3K
1,483
-2%
减持
—
HOLOGIC INC
+$33.1K
5,842
-1%
减持
GLW
CORNING INC
+$32.1K
14,650
-1%
减持
MS
MORGAN STANLEY
-$30.6K
4,430
-8%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
+$29.0K
1,147
-1%
减持
SNN
SMITH & NEPHEW PLC
-$28.7K
10,747
-3%
增持
WAL
WESTERN ALLIANCE BANCORP
-$28.3K
29,467
+1%
增持
—
TE CONNECTIVITY LTD
+$27.8K
2,666
+4%
增持
IWM
ISHARES TR
+$27.6K
2,741
+0%
减持
OTIS
OTIS WORLDWIDE CORP
+$26.4K
2,996
-1%
减持
OMC
OMNICOM GROUP INC
+$26.4K
4,470
-5%
减持
SPGI
S&P GLOBAL INC
-$26.1K
826
-4%
减持
INTU
INTUIT
-$25.5K
654
-9%
增持
ESML
ISHARES TR
+$25.3K
10,407
+0%
增持
IDCC
INTERDIGITAL INC
-$24.1K
13,593
+0%
减持
FMS
FRESENIUS MEDICAL CARE AG
-$22.8K
12,645
-1%
增持
—
STERIS PLC
+$21.9K
4,046
+0%
减持
ATOM
ATOMERA INC
-$21.6K
22,567
-2%
减持
VTI
VANGUARD INDEX FDS
-$20.1K
1,612
-13%
减持
SCHW
SCHWAB CHARLES CORP
+$19.3K
18,868
-4%
减持
META
META PLATFORMS INC
-$19.2K
693
-31%
减持
ALRS
ALERUS FINL CORP
-$18.7K
16,893
-1%
