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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
25Q3 调仓
2025-06-30 → 2025-09-30 · 共 150 项
建仓 28
增持 75
减持 34
清仓 13
方向
标的
Δ市值
现股数(环比)
增持
AVSE
AMERICAN CENTY ETF TR
+$2.7M
118,140
+43%
建仓
ADEA
ADEIA INC
+$2.3M
137,314
减持
HAE
HAEMONETICS CORP MASS
-$2.1M
25,780
-43%
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
SGOV
ISHARES TR
+$2.0M
27,414
+250%
增持
VECO
VEECO INSTRS INC DEL
+$1.9M
136,300
+23%
建仓
BDC
BELDEN INC
+$1.8M
15,251
清仓
IRDM
IRIDIUM COMMUNICATIONS INC
-$1.5M
0
-100%
减持
IDCC
INTERDIGITAL INC
-$1.4M
10,351
-53%
建仓
DGII
DIGI INTL INC
+$1.4M
37,701
减持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$1.4M
518,247
-0%
建仓
WOR
WORTHINGTON ENTERPRISES INC
+$1.3M
24,004
增持
GOOGL
ALPHABET INC
+$1.3M
13,923
+16%
建仓
PFS
PROVIDENT FINL SVCS INC
+$1.2M
64,383
清仓
LNTH
LANTHEUS HLDGS INC
-$1.2M
0
-100%
减持
NCMI
NATIONAL CINEMEDIA INC
-$1.1M
14,560
-94%
减持
CIEN
CIENA CORP
+$1.0M
20,057
-13%
增持
IVV
ISHARES TR
+$1.0M
5,864
+26%
增持
ATRC
ATRICURE INC
+$1.0M
60,322
+79%
增持
LOPE
GRAND CANYON ED INC
+$1.0M
30,175
+2%
建仓
SF
STIFEL FINL CORP
+$984.5K
8,676
建仓
LAZ
LAZARD INC
+$919.9K
17,428
增持
MSFT
MICROSOFT CORP
+$888.2K
7,016
+27%
减持
CROX
CROCS INC
-$867.8K
6,734
-52%
增持
AAPL
APPLE INC
+$828.2K
7,607
+41%
建仓
CNK
CINEMARK HLDGS INC
+$762.8K
27,224
增持
CVLC
MORGAN STANLEY ETF TRUST
+$739.1K
37,110
+24%
减持
SKWD
SKYWARD SPECIALTY INS GROUP
-$721.7K
26,493
-23%
清仓
DAR
DARLING INGREDIENTS INC
-$718.5K
0
-100%
减持
MOD
MODINE MFG CO
+$684.7K
16,527
-2%
增持
PLMR
PALOMAR HLDGS INC
-$676.1K
18,050
+0%
增持
ICFI
ICF INTL INC
+$641.4K
30,484
+18%
建仓
PLPC
PREFORMED LINE PRODS CO
+$628.5K
3,204
增持
ECG
EVERUS CONSTR GROUP
+$625.3K
24,889
+5%
减持
LMAT
LEMAITRE VASCULAR INC
-$585.2K
21,001
-28%
减持
UEC
URANIUM ENERGY CORP
-$583.6K
97,388
-65%
增持
—
TECNOGLASS INC
-$543.4K
58,079
+1%
增持
GOOG
ALPHABET INC
+$539.9K
5,477
+22%
增持
LPX
LOUISIANA PAC CORP
+$535.0K
17,527
+47%
增持
GFF
GRIFFON CORP
+$525.2K
12,948
+103%
建仓
—
AMRIZE LTD
+$513.7K
10,585
建仓
VMI
VALMONT INDS INC
+$482.3K
1,244
减持
PGR
PROGRESSIVE CORP
-$481.1K
3,605
-30%
增持
V
VISA INC
+$464.3K
5,126
+42%
建仓
MUB
ISHARES TR
+$451.7K
4,242
增持
AVSD
AMERICAN CENTY ETF TR
+$451.3K
55,675
+6%
减持
CNX
CNX RES CORP
-$436.6K
80,149
-10%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$404.6K
53,597
+7%
减持
LEU
CENTRUS ENERGY CORP
-$402.8K
2,210
-63%
清仓
ADBE
ADOBE INC
-$395.8K
0
-100%
建仓
—
ASML HOLDING N V
+$375.6K
388
清仓
—
NVENT ELECTRIC PLC
-$372.1K
0
-100%
增持
MMSI
MERIT MED SYS INC
+$369.0K
24,725
+37%
减持
WAL
WESTERN ALLIANCE BANCORP
-$363.9K
16,048
-29%
建仓
EQT
EQT CORP
+$362.2K
6,655
清仓
VSTS
VESTIS CORPORATION
-$360.1K
0
-100%
建仓
IUSV
ISHARES TR
+$354.7K
3,549
清仓
SJM
SMUCKER J M CO
-$344.8K
0
-100%
增持
PLXS
PLEXUS CORP
+$331.4K
19,300
+6%
清仓
ORLY
OREILLY AUTOMOTIVE INC
-$323.1K
0
-100%
增持
AMZN
AMAZON COM INC
+$320.5K
6,956
+26%
增持
NVDA
NVIDIA CORPORATION
+$319.5K
9,839
+3%
减持
CCB
COASTAL FINL CORP WA
+$316.8K
29,601
-1%
建仓
ABBV
ABBVIE INC
+$308.6K
1,333
减持
—
MAREX GROUP PLC
-$298.0K
16,627
-23%
增持
CPK
CHESAPEAKE UTILS CORP
+$295.1K
20,325
+0%
增持
AZZ
AZZ INC
+$289.8K
15,838
+4%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$286.7K
2,202
+14%
增持
JLL
JONES LANG LASALLE INC
+$276.1K
5,316
+4%
增持
EXEL
EXELIXIS INC
+$273.0K
50,086
+23%
增持
—
PUTNAM ETF TRUST
+$258.6K
55,951
+9%
清仓
USB
US BANCORP DEL
-$256.8K
0
-100%
建仓
BAC
BANK AMERICA CORP
+$250.4K
4,853
建仓
CVSB
MORGAN STANLEY ETF TRUST
+$250.3K
4,935
清仓
—
SKECHERS U S A INC
-$249.7K
0
-100%
建仓
ACWX
ISHARES TR
+$233.8K
3,596
减持
GLW
CORNING INC
+$229.3K
8,271
-3%
增持
BKH
BLACK HILLS CORP
+$228.7K
41,579
+0%
建仓
IDXX
IDEXX LABS INC
+$226.2K
354
增持
DGX
QUEST DIAGNOSTICS INC
+$220.4K
13,581
+3%
建仓
IRMD
IRADIMED CORP
+$218.0K
3,064
增持
UNH
UNITEDHEALTH GROUP INC
+$218.0K
2,413
+22%
增持
BDX
BECTON DICKINSON & CO
+$217.5K
3,515
+37%
清仓
GDDY
GODADDY INC
-$210.1K
0
-100%
减持
ORCL
ORACLE CORP
+$209.4K
3,771
-3%
建仓
CVCO
CAVCO INDS INC DEL
+$207.3K
357
建仓
FANG
DIAMONDBACK ENERGY INC
+$206.9K
1,446
建仓
NULG
NUSHARES ETF TR
+$204.8K
2,059
建仓
AEP
AMERICAN ELEC PWR CO INC
+$204.7K
1,819
建仓
IVE
ISHARES TR
+$204.0K
988
清仓
—
GENPACT LIMITED
-$204.0K
0
-100%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$201.0K
2,412
减持
AEM
AGNICO EAGLE MINES LTD
+$184.6K
4,083
-4%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$174.4K
3,057
+59%
增持
CDW
CDW CORP
+$173.5K
3,184
+70%
减持
KRBN
KRANESHARES TRUST
+$172.5K
88,835
-3%
增持
UYLD
ANGEL OAK FUNDS TRUST
+$162.6K
9,208
+53%
减持
PCAR
PACCAR INC
-$161.1K
3,897
-32%
增持
IEFA
ISHARES TR
+$158.2K
6,647
+31%
减持
—
ACCENTURE PLC IRELAND
-$155.2K
1,397
-16%
增持
AVGO
BROADCOM INC
+$151.7K
2,404
+3%
清仓
DCTH
DELCATH SYS INC
-$149.8K
0
-100%
增持
MDU
MDU RES GROUP INC
+$145.0K
81,829
+4%
增持
—
PINNACLE FINL PARTNERS INC
-$144.5K
11,120
+3%
增持
LMNR
LIMONEIRA CO
-$131.9K
244,006
+2%
增持
TJX
TJX COS INC NEW
+$131.4K
4,490
+7%
增持
AGM
FEDERAL AGRIC MTG CORP
-$130.1K
6,867
+4%
增持
APH
AMPHENOL CORP NEW
+$119.5K
4,510
+2%
增持
ANET
ARISTA NETWORKS INC
+$117.6K
2,248
+10%
增持
MA
MASTERCARD INCORPORATED
+$116.1K
1,279
+18%
减持
CCI
CROWN CASTLE INC
-$115.4K
2,355
-29%
建仓
AVD
AMERICAN VANGUARD CORP
+$113.8K
19,826
增持
AVY
AVERY DENNISON CORP
+$110.9K
4,288
+29%
减持
A
AGILENT TECHNOLOGIES INC
-$105.6K
2,730
-29%
增持
BJ
BJS WHSL CLUB HLDGS INC
-$104.6K
9,130
+3%
增持
KMX
CARMAX INC
-$102.3K
9,218
+20%
增持
DHR
DANAHER CORPORATION
+$102.1K
5,156
+11%
增持
—
AMDOCS LTD
-$101.4K
17,224
+4%
增持
PRI
PRIMERICA INC
+$100.8K
1,353
+35%
增持
MSA
MSA SAFETY INC
+$94.2K
5,870
+7%
增持
TSLA
TESLA INC
+$92.9K
659
+5%
减持
SONY
SONY GROUP CORP
-$91.5K
17,236
-24%
减持
COST
COSTCO WHSL CORP NEW
-$89.7K
779
-5%
增持
LLY
ELI LILLY & CO
+$83.4K
1,370
+11%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$80.1K
2,030
+21%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$77.2K
1,704
-4%
增持
—
LINDE PLC
+$76.1K
1,701
+9%
减持
INTU
INTUIT
-$75.2K
628
-2%
减持
FSLR
FIRST SOLAR INC
+$74.2K
1,518
-4%
增持
ATR
APTARGROUP INC
+$74.0K
2,409
+52%
减持
SCHW
SCHWAB CHARLES CORP
+$73.4K
21,780
-1%
增持
ZION
ZIONS BANCORPORATION N A
+$73.4K
6,446
+15%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$70.5K
4,546
-0%
增持
AM
ANTERO MIDSTREAM CORP
+$69.3K
56,357
+4%
减持
CCJ
CAMECO CORP
-$69.1K
6,549
-21%
增持
MRSH
MARSH & MCLENNAN COS INC
+$66.6K
1,473
+40%
增持
ESGU
ISHARES TR
+$62.7K
6,012
+0%
增持
—
WHITE MTNS INS GROUP LTD
+$62.6K
190
+34%
增持
DCI
DONALDSON INC
+$61.9K
4,913
+0%
增持
CARR
CARRIER GLOBAL CORPORATION
-$60.3K
10,722
+12%
增持
BLK
BLACKROCK INC
+$59.5K
483
+1%
增持
ZTS
ZOETIS INC
+$56.3K
2,846
+23%
增持
ECL
ECOLAB INC
+$56.3K
2,809
+6%
增持
PNW
PINNACLE WEST CAP CORP
+$53.6K
15,562
+4%
增持
TXN
TEXAS INSTRS INC
-$51.8K
2,525
+2%
增持
EFX
EQUIFAX INC
+$51.4K
2,089
+12%
增持
COF
CAPITAL ONE FINL CORP
+$51.0K
4,102
+6%
减持
EL
LAUDER ESTEE COS INC
-$50.9K
4,909
-18%
减持
BSX
BOSTON SCIENTIFIC CORP
-$50.2K
2,901
-7%
增持
MAS
MASCO CORP
+$50.0K
8,214
+0%
增持
CSX
CSX CORP
+$49.2K
16,571
+0%
