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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 14
增持 32
减持 89
清仓 15
方向
标的
Δ市值
现股数(环比)
减持
EFV
ISHARES TR
-$903.8K
88,285
-14%
增持
ATKR
ATKORE INC
-$762.9K
14,310
+1%
减持
HDSN
HUDSON TECHNOLOGIES INC
-$665.3K
17,424
-77%
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。
增持
AMKR
AMKOR TECHNOLOGY INC
+$580.6K
30,883
+52%
建仓
TLH
ISHARES TR
+$572.0K
5,570
清仓
EVTC
EVERTEC INC
-$546.2K
0
-100%
建仓
ARMK
ARAMARK
+$511.8K
15,043
建仓
ORLY
OREILLY AUTOMOTIVE INC
+$447.8K
424
减持
GOOGL
ALPHABET INC
+$406.1K
13,821
-1%
减持
VECO
VEECO INSTRS INC DEL
+$394.6K
57,798
-12%
减持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$387.2K
652,315
-2%
清仓
J
JACOBS SOLUTIONS INC
-$364.6K
0
-100%
清仓
—
NEW YORK CMNTY BANCORP INC
-$361.9K
0
-100%
增持
COST
COSTCO WHSL CORP NEW
+$361.6K
865
+70%
建仓
—
TECHTARGET INC
+$350.4K
11,243
建仓
—
ARIS WATER SOLUTIONS INC
+$338.4K
21,597
增持
LPX
LOUISIANA PAC CORP
+$332.9K
9,773
+74%
建仓
EFX
EQUIFAX INC
+$306.7K
1,265
增持
—
AMDOCS LTD
+$303.0K
8,222
+115%
减持
SONY
SONY GROUP CORP
-$276.0K
3,604
-47%
清仓
FCFS
FIRSTCASH HOLDINGS INC
-$267.5K
0
-100%
清仓
III
INFORMATION SVCS GROUP INC
-$260.4K
0
-100%
清仓
—
EATON CORP PLC
-$259.8K
0
-100%
清仓
IJJ
ISHARES TR
-$259.1K
0
-100%
清仓
DCBO
DOCEBO INC
-$258.1K
0
-100%
减持
SYY
SYSCO CORP
-$251.0K
5,740
-29%
清仓
ITT
ITT INC
-$237.1K
0
-100%
清仓
CRM
SALESFORCE INC
-$234.9K
0
-100%
清仓
IVW
ISHARES TR
-$232.2K
0
-100%
清仓
TKR
TIMKEN CO
-$232.0K
0
-100%
建仓
VRSN
VERISIGN INC
+$225.8K
1,270
建仓
TLT
ISHARES TR
+$223.0K
2,430
建仓
PCRX
PACIRA BIOSCIENCES INC
+$222.2K
7,765
建仓
OMF
ONEMAIN HLDGS INC
+$214.4K
4,422
减持
CFR
CULLEN FROST BANKERS INC
-$213.8K
7,742
-13%
增持
LLY
ELI LILLY & CO
+$211.9K
1,089
+9%
清仓
UPS
UNITED PARCEL SERVICE INC
-$210.2K
0
-100%
建仓
CRWD
CROWDSTRIKE HLDGS INC
+$208.1K
543
建仓
BWB
BRIDGEWATER BANCSHARES INC
+$207.5K
17,871
建仓
QCOM
QUALCOMM INC
+$204.8K
1,028
减持
AGM
FEDERAL AGRIC MTG CORP
-$196.6K
11,408
-1%
减持
—
TECNOGLASS INC
-$192.9K
51,933
-1%
增持
GLW
CORNING INC
+$181.4K
17,097
+17%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$168.1K
12,951
+1%
清仓
—
TERRAN ORBITAL CORPORATION
-$168.0K
0
-100%
减持
CDW
CDW CORP
-$163.3K
965
-35%
建仓
—
PERION NETWORK LTD
+$156.6K
18,757
增持
CRL
CHARLES RIV LABS INTL INC
+$153.7K
5,517
+52%
减持
CG
CARLYLE GROUP INC
-$152.7K
21,622
-1%
减持
PCAR
PACCAR INC
-$147.0K
6,061
-3%
清仓
ATOM
ATOMERA INC
-$139.0K
0
-100%
减持
TCMD
TACTILE SYS TECHNOLOGY INC
-$136.7K
22,646
-10%
增持
NVDA
NVIDIA CORPORATION
+$135.3K
5,966
+796%
减持
IDCC
INTERDIGITAL INC
+$128.0K
13,513
-1%
减持
—
BEACON ROOFING SUPPLY INC
-$121.8K
3,325
-23%
减持
SJM
SMUCKER J M CO
-$120.5K
6,487
-1%
增持
ORCL
ORACLE CORP
+$116.7K
3,696
+15%
减持
EVR
EVERCORE INC
+$115.7K
8,389
-1%
增持
NPKI
NEWPARK RES INC
+$113.4K
79,028
+5%
减持
MU
MICRON TECHNOLOGY INC
-$112.2K
3,761
-27%
减持
AAPL
APPLE INC
+$112.1K
4,350
-7%
减持
FBIN
FORTUNE BRANDS INNOVATIONS I
-$111.4K
4,381
-6%
减持
KRBN
KRANESHARES TRUST
+$107.7K
67,656
-1%
减持
SSD
SIMPSON MFG INC
-$104.8K
2,021
-7%
减持
POOL
POOL CORP
-$104.2K
953
-3%
减持
MOD
MODINE MFG CO
+$104.1K
23,493
-1%
减持
NTRS
NORTHERN TR CORP
-$103.0K
3,739
-20%
增持
PHG
KONINKLIJKE PHILIPS N V
+$94.9K
16,201
+3%
增持
NKE
NIKE INC
+$94.6K
4,424
+74%
减持
LMNR
LIMONEIRA CO
+$93.5K
136,031
-3%
增持
—
HARVARD BIOSCIENCE INC
-$93.1K
105,977
+14%
减持
PSX
PHILLIPS 66
-$92.9K
3,931
-1%
增持
AMZN
AMAZON COM INC
+$87.7K
3,027
+10%
增持
DHR
DANAHER CORPORATION
+$86.4K
3,915
+10%
减持
RHI
ROBERT HALF INC.
-$84.8K
3,987
-7%
减持
FSLR
FIRST SOLAR INC
+$84.4K
1,627
-3%
增持
PGR
PROGRESSIVE CORP
+$79.9K
6,775
+6%
增持
CCB
COASTAL FINL CORP WA
+$79.3K
8,265
+6%
减持
HSIC
HENRY SCHEIN INC
-$79.2K
4,820
-6%
减持
ALRS
ALERUS FINL CORP
-$70.8K
15,229
-10%
增持
JPM
JPMORGAN CHASE & CO
+$69.8K
1,694
+24%
减持
MA
MASTERCARD INCORPORATED
-$66.4K
1,225
-3%
增持
TJX
TJX COS INC NEW
+$66.2K
7,487
+0%
减持
MCS
MARCUS CORP DEL
-$65.7K
14,361
-11%
增持
SPGI
S&P GLOBAL INC
+$65.6K
935
+13%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$65.6K
1,748
-2%
减持
FISV
FISERV INC
-$65.0K
4,399
-2%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$64.6K
3,424
-1%
减持
SLB
SCHLUMBERGER LTD
-$64.2K
4,642
-10%
减持
CNM
CORE & MAIN INC
-$63.4K
5,041
-7%
减持
LMAT
LEMAITRE VASCULAR INC
+$62.9K
7,300
-10%
减持
—
NVENT ELECTRIC PLC
-$60.8K
5,253
-15%
增持
CRAI
CRA INTL INC
+$60.3K
2,474
+1%
减持
FBIZ
FIRST BUSINESS FINL SVCS INC
-$58.3K
12,895
-10%
减持
NEE
NEXTERA ENERGY INC
+$57.9K
8,758
-0%
减持
WAL
WESTERN ALLIANCE BANCORP
-$57.7K
29,191
-1%
减持
—
ACCENTURE PLC IRELAND
-$57.5K
1,195
-1%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$54.5K
2,137
-2%
减持
IRMD
IRADIMED CORP
-$50.2K
10,625
-10%
减持
UNP
UNION PAC CORP
-$49.9K
1,950
-2%
减持
HD
HOME DEPOT INC
-$49.3K
775
-6%
减持
—
GATES INDL CORP PLC
-$48.6K
15,550
-6%
减持
PLXS
PLEXUS CORP
+$47.7K
8,119
-3%
减持
HAE
HAEMONETICS CORP MASS
-$47.4K
15,732
-0%
减持
—
INTERPUBLIC GROUP COS INC
-$46.2K
8,290
-6%
减持
UTL
UNITIL CORP
-$45.3K
8,377
-8%
减持
MSFT
MICROSOFT CORP
+$44.8K
4,388
-4%
减持
ANIK
ANIKA THERAPEUTICS INC
-$44.4K
15,959
-10%
减持
ICFI
ICF INTL INC
-$44.3K
13,955
-1%
增持
V
VISA INC
-$43.2K
3,438
+1%
增持
GOLD
A-MARK PRECIOUS METALS INC
+$42.5K
9,229
+11%
减持
CIEN
CIENA CORP
-$41.3K
26,116
-1%
增持
INTU
INTUIT
+$40.2K
708
+8%
增持
A
AGILENT TECHNOLOGIES INC
+$39.0K
4,308
+21%
减持
JLL
JONES LANG LASALLE INC
+$38.3K
4,946
-1%
减持
LOPE
GRAND CANYON ED INC
+$38.0K
12,651
-1%
减持
—
STERIS PLC
-$35.2K
3,983
-2%
减持
ARW
ARROW ELECTRS INC
-$33.8K
1,806
-7%
减持
PNC
PNC FINL SVCS GROUP INC
-$32.9K
3,500
-2%
减持
IVE
ISHARES TR
-$32.7K
1,560
-8%
减持
PRI
PRIMERICA INC
-$32.4K
1,050
-5%
减持
—
HOLOGIC INC
-$31.4K
5,711
-2%
减持
DGX
QUEST DIAGNOSTICS INC
+$30.9K
10,179
-1%
减持
EXC
EXELON CORP
-$30.4K
8,126
-2%
减持
DCI
DONALDSON INC
-$29.8K
3,798
-6%
减持
MEC
MAYVILLE ENGR CO INC
+$29.0K
35,492
-10%
减持
CVX
CHEVRON CORP NEW
-$28.4K
2,071
-7%
减持
CNX
CNX RES CORP
+$28.3K
65,271
-1%
减持
PHM
PULTE GROUP INC
-$28.0K
2,226
-2%
减持
MRK
MERCK & CO INC
-$27.5K
1,712
-6%
减持
VVV
VALVOLINE INC
-$27.3K
6,568
-6%
减持
—
BLACKROCK INC
-$26.4K
516
-1%
减持
BSX
BOSTON SCIENTIFIC CORP
+$25.9K
3,050
-0%
减持
SCHB
SCHWAB STRATEGIC TR
-$24.3K
3,374
-13%
增持
APH
AMPHENOL CORP NEW
+$22.7K
5,624
+82%
减持
ADBE
ADOBE INC
+$22.1K
632
-3%
减持
—
SKECHERS U S A INC
+$21.2K
5,186
-6%
减持
CEG
CONSTELLATION ENERGY CORP
+$20.5K
2,597
-4%
减持
GOOG
ALPHABET INC
+$20.2K
3,928
-15%
增持
DLTR
DOLLAR TREE INC
+$20.0K
3,760
+31%
减持
AIT
APPLIED INDL TECHNOLOGIES IN
-$19.9K
1,150
-7%
增持
IWM
ISHARES TR
-$18.7K
2,748
+0%
减持
LEU
CENTRUS ENERGY CORP
-$18.7K
8,659
-8%
减持
VTI
VANGUARD INDEX FDS
-$17.7K
1,500
-7%
减持
MS
MORGAN STANLEY
-$17.3K
4,114
-7%
增持
—
LINDE PLC
-$17.2K
1,583
+3%
减持
AZZ
AZZ INC
-$16.6K
14,742
-1%
减持
ZION
ZIONS BANCORPORATION N A
-$14.7K
4,973
-6%
增持
IMXI
INTERNATIONAL MNY EXPRESS IN
+$14.5K
14,833
+15%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$14.4K
5,127
-2%
