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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 11
增持 78
减持 45
清仓 16
方向
标的
Δ市值
现股数(环比)
增持
IVV
ISHARES TR
+$3.3M
10,605
+81%
增持
ADEA
ADEIA INC
+$1.9M
246,498
+80%
建仓
—
SYNOVUS FINL CORP
+$1.9M
37,010
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。
建仓
—
ALLOT LTD
+$1.7M
168,689
增持
NPKI
NPK INTERNATIONAL INC
+$1.4M
157,876
+307%
减持
CIEN
CIENA CORP
-$1.4M
6,683
-67%
建仓
KGS
KODIAK GAS SVCS INC
+$1.2M
33,416
清仓
ITGR
INTEGER HLDGS CORP
-$1.2M
0
-100%
增持
HAE
HAEMONETICS CORP MASS
+$1.2M
31,011
+20%
增持
AVSD
AMERICAN CENTY ETF TR
+$1.2M
69,811
+25%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$1.2M
50,270
+35%
增持
LOPE
GRAND CANYON ED INC
-$1.2M
32,770
+9%
增持
IEMG
ISHARES INC
+$1.1M
25,324
+177%
清仓
—
PINNACLE FINL PARTNERS INC
-$1.0M
0
-100%
增持
VMI
VALMONT INDS INC
+$996.2K
3,675
+195%
清仓
HSTM
HEALTHSTREAM INC
-$957.9K
0
-100%
减持
GOOGL
ALPHABET INC
+$850.8K
13,532
-3%
清仓
—
UNILEVER PLC
-$768.7K
0
-100%
清仓
CNK
CINEMARK HLDGS INC
-$762.8K
0
-100%
建仓
UL
UNILEVER PLC
+$749.2K
11,455
增持
—
TECNOGLASS INC
-$741.8K
62,485
+8%
清仓
LEU
CENTRUS ENERGY CORP
-$685.3K
0
-100%
减持
CPK
CHESAPEAKE UTILS CORP
-$649.5K
16,737
-18%
减持
CNX
CNX RES CORP
-$645.1K
52,470
-35%
增持
AVSE
AMERICAN CENTY ETF TR
+$635.5K
125,369
+6%
增持
AGM
FEDERAL AGRIC MTG CORP
+$630.3K
10,160
+48%
增持
—
ACCENTURE PLC IRELAND
+$618.7K
3,590
+157%
增持
JLL
JONES LANG LASALLE INC
+$601.1K
6,499
+22%
减持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$600.2K
515,745
-0%
增持
EXEL
EXELIXIS INC
+$588.8K
60,628
+21%
减持
TNC
TENNANT CO
-$561.0K
17,613
-23%
清仓
—
MAREX GROUP PLC
-$559.0K
0
-100%
增持
LAZ
LAZARD INC
+$527.3K
29,801
+71%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$523.7K
60,325
+13%
增持
PLPC
PREFORMED LINE PRODS CO
+$517.5K
5,544
+73%
减持
ORCL
ORACLE CORP
-$513.1K
2,809
-26%
增持
IUSV
ISHARES TR
+$491.0K
8,248
+132%
增持
MDU
MDU RES GROUP INC
+$480.7K
99,288
+21%
增持
LLY
ELI LILLY & CO
+$454.9K
1,396
+2%
清仓
KMX
CARMAX INC
-$413.6K
0
-100%
增持
SKWD
SKYWARD SPECIALTY INS GROUP
+$382.2K
32,131
+21%
增持
KRBN
KRANESHARES TRUST
+$361.0K
91,505
+3%
增持
AZZ
AZZ INC
+$357.3K
19,460
+23%
清仓
SSD
SIMPSON MFG INC
-$356.0K
0
-100%
建仓
NKE
NIKE INC
+$340.9K
5,351
建仓
—
ARCH CAP GROUP LTD
+$335.1K
3,494
增持
SF
STIFEL FINL CORP
+$328.1K
10,482
+21%
建仓
CRM
SALESFORCE INC
+$326.4K
1,232
增持
LMNR
LIMONEIRA CO
-$323.0K
261,428
+7%
清仓
ABBV
ABBVIE INC
-$308.6K
0
-100%
增持
CFR
CULLEN FROST BANKERS INC
+$307.3K
15,234
+19%
减持
BLK
BLACKROCK INC
-$288.0K
257
-47%
减持
GOOG
ALPHABET INC
+$285.6K
5,161
-6%
清仓
—
DUPONT DE NEMOURS INC
-$283.2K
0
-100%
增持
TMO
THERMO FISHER SCIENTIFIC INC
+$269.4K
2,308
+5%
减持
SGOV
ISHARES TR
-$264.9K
24,863
-9%
增持
DHR
DANAHER CORPORATION
+$259.7K
5,600
+9%
增持
PNW
PINNACLE WEST CAP CORP
+$258.2K
18,641
+20%
清仓
BAC
BANK AMERICA CORP
-$250.4K
0
-100%
增持
VT
VANGUARD INTL EQUITY INDEX F
+$242.6K
4,705
+54%
清仓
IT
GARTNER INC
-$239.2K
0
-100%
增持
WAL
WESTERN ALLIANCE BANCORP
+$239.1K
19,398
+21%
减持
EFX
EQUIFAX INC
-$236.2K
1,381
-34%
建仓
EXLS
EXLSERVICE HOLDINGS INC
+$229.6K
5,411
减持
FERG
FERGUSON ENTERPRISES INC
-$226.6K
3,591
-21%
清仓
IDXX
IDEXX LABS INC
-$226.2K
0
-100%
建仓
GMED
GLOBUS MED INC
+$209.5K
2,399
增持
RRC
RANGE RES CORP
+$203.3K
36,705
+27%
建仓
JNJ
JOHNSON & JOHNSON
+$201.8K
975
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$201.0K
0
-100%
增持
VECO
VEECO INSTRS INC DEL
+$175.6K
149,953
+10%
增持
—
AMDOCS LTD
+$172.7K
19,699
+14%
减持
PLXS
PLEXUS CORP
-$169.3K
17,845
-8%
增持
GFF
GRIFFON CORP
+$168.9K
15,681
+21%
增持
LPX
LOUISIANA PAC CORP
+$164.5K
21,317
+22%
增持
VRSK
VERISK ANALYTICS INC
+$162.7K
2,344
+63%
增持
NNN
NNN REIT INC
+$159.0K
40,403
+19%
减持
FCFS
FIRSTCASH HOLDINGS INC
-$147.9K
1,594
-37%
增持
DGX
QUEST DIAGNOSTICS INC
+$143.3K
15,741
+16%
增持
CROX
CROCS INC
+$127.9K
8,074
+20%
减持
CSX
CSX CORP
-$123.8K
12,817
-23%
减持
ARW
ARROW ELECTRS INC
-$121.2K
2,620
-23%
减持
META
META PLATFORMS INC
-$120.9K
936
-7%
增持
MSA
MSA SAFETY INC
+$120.5K
7,060
+20%
减持
—
LINDE PLC
-$114.7K
1,626
-4%
增持
AM
ANTERO MIDSTREAM CORP
+$114.4K
68,014
+21%
减持
COF
CAPITAL ONE FINL CORP
+$113.9K
4,068
-1%
增持
IDCC
INTERDIGITAL INC
+$112.4K
11,577
+12%
增持
DLTR
DOLLAR TREE INC
+$106.9K
3,730
+0%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$106.4K
10,638
+17%
增持
LMAT
LEMAITRE VASCULAR INC
-$105.3K
21,363
+2%
增持
—
ALLEGION PLC
+$103.4K
3,147
+40%
增持
ECG
EVERUS CONSTR GROUP
+$102.7K
26,145
+5%
建仓
AIOT
POWERFLEET INC
+$102.1K
19,190
增持
MSFT
MICROSOFT CORP
-$97.7K
7,312
+4%
减持
PGR
PROGRESSIVE CORP
-$94.1K
3,496
-3%
减持
AAPL
APPLE INC
+$88.4K
7,450
-2%
减持
SCHW
SCHWAB CHARLES CORP
+$88.1K
21,694
-0%
增持
AVY
AVERY DENNISON CORP
+$84.9K
4,290
+0%
减持
EL
LAUDER ESTEE COS INC
+$76.3K
4,859
-1%
减持
CDW
CDW CORP
-$74.7K
3,175
-0%
减持
OC
OWENS CORNING NEW
-$73.6K
2,193
-3%
增持
—
PUTNAM ETF TRUST
+$69.7K
57,473
+3%
增持
MRSH
MARSH & MCLENNAN COS INC
+$69.0K
1,972
+34%
清仓
NCMI
NATIONAL CINEMEDIA INC
-$65.7K
0
-100%
增持
AVGO
BROADCOM INC
+$65.2K
2,480
+3%
减持
BSX
BOSTON SCIENTIFIC CORP
-$63.1K
2,309
-20%
减持
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$62.0K
1,037
-2%
减持
COST
COSTCO WHSL CORP NEW
-$59.7K
767
-2%
减持
ICE
INTERCONTINENTAL EXCHANGE IN
-$58.1K
4,370
-4%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$57.8K
2,032
+0%
增持
MAS
MASCO CORP
-$56.8K
8,216
+0%
增持
HAYW
HAYWARD HLDGS INC
+$56.8K
20,006
+20%
减持
FSLR
FIRST SOLAR INC
+$55.3K
1,493
-2%
增持
SYY
SYSCO CORP
-$55.1K
6,508
+0%
增持
ADI
ANALOG DEVICES INC
+$55.0K
1,617
+4%
增持
APH
AMPHENOL CORP NEW
+$52.7K
4,520
+0%
增持
HD
HOME DEPOT INC
-$49.9K
956
+2%
减持
—
AMRIZE LTD
+$48.4K
10,393
-2%
增持
ZTS
ZOETIS INC
-$45.4K
2,949
+4%
减持
INTU
INTUIT
-$45.3K
579
-8%
增持
HLI
HOULIHAN LOKEY INC
-$45.0K
1,460
+0%
增持
CVCO
CAVCO INDS INC DEL
+$43.7K
425
+19%
增持
TJX
TJX COS INC NEW
+$43.0K
4,505
+0%
增持
NEE
NEXTERA ENERGY INC
+$42.2K
8,391
+0%
减持
TXN
TEXAS INSTRS INC
-$39.2K
2,448
-3%
减持
—
ASML HOLDING N V
+$38.4K
387
-0%
减持
CCJ
CAMECO CORP
+$38.2K
6,420
-2%
增持
MA
MASTERCARD INCORPORATED
+$38.0K
1,341
+5%
增持
ICFI
ICF INTL INC
-$37.6K
32,724
+7%
减持
PCAR
PACCAR INC
+$36.4K
3,831
-2%
减持
MS
MORGAN STANLEY
+$35.9K
2,188
-1%
增持
TSLA
TESLA INC
+$35.7K
731
+11%
减持
GLW
CORNING INC
+$35.2K
8,151
-1%
增持
SLB
SLB LIMITED
+$35.1K
8,433
+0%
增持
VRSN
VERISIGN INC
-$33.8K
1,175
+3%
增持
ANET
ARISTA NETWORKS INC
-$32.9K
2,249
+0%
减持
PSX
PHILLIPS 66
-$32.8K
3,624
-1%
减持
SPGI
S&P GLOBAL INC
+$30.8K
898
-0%
减持
—
HOLOGIC INC
+$29.8K
5,202
-2%
增持
VVV
VALVOLINE INC
-$28.7K
10,663
+13%
减持
LHX
L3HARRIS TECHNOLOGIES INC
-$28.4K
1,676
-2%
增持
—
EXXON MOBIL CORP
+$27.7K
2,301
+4%
增持
WRBY
WARBY PARKER INC
-$26.9K
71,861
+23%
减持
EOG
EOG RES INC
-$24.2K
2,336
-3%
减持
BDX
BECTON DICKINSON & CO
+$23.3K
3,510
-0%
增持
XYL
XYLEM INC
-$22.1K
1,978
+0%
增持
UNH
UNITEDHEALTH GROUP INC
-$21.8K
2,458
+2%
增持
A
AGILENT TECHNOLOGIES INC
+$21.5K
2,733
+0%
减持
CEG
CONSTELLATION ENERGY CORP
+$21.4K
1,088
-1%
