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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
26Q1 调仓
2025-12-31 → 2026-03-31 · 共 150 项
建仓 27
增持 70
减持 27
清仓 26
方向
标的
Δ市值
现股数(环比)
建仓
EAGG
ISHARES TR
+$3.0M
62,083
增持
ADEA
ADEIA INC
+$2.9M
295,876
+20%
清仓
—
PUTNAM ETF TRUST
-$2.8M
0
-100%
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
MEOH
METHANEX CORP
+$2.8M
47,049
建仓
PNFP
PINNACLE FINL PARTNERS INC
+$2.6M
30,438
建仓
JKHY
HENRY JACK & ASSOC INC
+$2.6M
16,462
建仓
TALK
TALKSPACE INC
+$2.2M
424,297
建仓
AVEM
AMERICAN CENTY ETF TR
+$2.1M
25,542
建仓
SFM
SPROUTS FMRS MKT INC
+$2.0M
25,370
减持
CCB
COASTAL FINL CORP WA
-$1.9M
20,152
-32%
清仓
—
SYNOVUS FINL CORP
-$1.9M
0
-100%
清仓
AGM
FEDERAL AGRIC MTG CORP
-$1.8M
0
-100%
增持
NNN
NNN REIT INC
+$1.7M
79,447
+97%
增持
KGS
KODIAK GAS SVCS INC
+$1.7M
50,762
+52%
建仓
DKS
DICKS SPORTING GOODS INC
+$1.7M
8,606
建仓
—
CUSHMAN AND WAKEFIELD LTD
+$1.6M
134,229
建仓
PWP
PERELLA WEINBERG PARTNERS
+$1.6M
90,241
清仓
WAL
WESTERN ALLIANCE BANCORP
-$1.6M
0
-100%
增持
AZZ
AZZ INC
+$1.6M
29,687
+53%
建仓
CRL
CHARLES RIV LABS INTL INC
+$1.6M
9,292
清仓
—
AMDOCS LTD
-$1.6M
0
-100%
清仓
CIEN
CIENA CORP
-$1.6M
0
-100%
增持
IVV
ISHARES TR
+$1.5M
13,369
+26%
清仓
LAZ
LAZARD INC
-$1.4M
0
-100%
建仓
USEW
EA SERIES TRUST
+$1.4M
29,285
增持
DGX
QUEST DIAGNOSTICS INC
+$1.4M
20,973
+33%
建仓
NTCT
NETSCOUT SYS INC
+$1.3M
42,151
建仓
CENX
CENTURY ALUM CO
+$1.3M
22,650
增持
RRC
RANGE RES CORP
+$1.3M
57,961
+58%
清仓
TNC
TENNANT CO
-$1.3M
0
-100%
增持
GFF
GRIFFON CORP
+$1.3M
33,448
+113%
增持
PLPC
PREFORMED LINE PRODS CO
+$1.2M
8,785
+58%
增持
CFR
CULLEN FROST BANKERS INC
+$1.2M
23,011
+51%
建仓
LEG
LEGGETT & PLATT INC
+$1.2M
117,224
清仓
UEC
URANIUM ENERGY CORP
-$1.1M
0
-100%
增持
VECO
VEECO INSTRS INC DEL
+$1.1M
161,343
+8%
增持
LMNR
LIMONEIRA CO
+$1.1M
329,184
+26%
增持
MDU
MDU RES GROUP INC
+$1.1M
147,111
+48%
清仓
STKL
SUNOPTA INC
-$1.1M
0
-100%
增持
PNW
PINNACLE WEST CAP CORP
+$1.1M
27,199
+46%
增持
AM
ANTERO MIDSTREAM CORP
+$1.1M
100,368
+48%
清仓
BOW
BOWHEAD SPECIALTY HLDGS INC
-$1.0M
0
-100%
增持
SGOV
ISHARES TR
+$1.0M
34,763
+40%
增持
ECG
EVERUS CONSTR GROUP
+$982.5K
27,270
+4%
减持
BKH
BLACK HILLS CORP
-$939.7K
28,047
-33%
增持
DGII
DIGI INTL INC
+$935.0K
53,259
+41%
增持
SNEX
STONEX GROUP INC
+$924.4K
46,032
+57%
建仓
GOOS
CANADA GOOSE HLDGS INC
+$849.1K
77,406
增持
JLL
JONES LANG LASALLE INC
+$808.4K
9,842
+51%
建仓
TILE
INTERFACE INC
+$783.6K
31,444
增持
MSFT
MICROSOFT CORP
-$768.1K
7,478
+2%
增持
AAAU
GOLDMAN SACHS PHYSICAL GOLD
+$744.5K
71,690
+19%
减持
KRBN
KRANESHARES TRUST
-$717.1K
84,950
-7%
增持
VMI
VALMONT INDS INC
+$704.1K
5,462
+49%
增持
LMAT
LEMAITRE VASCULAR INC
+$698.8K
22,271
+4%
增持
AVSE
AMERICAN CENTY ETF TR
+$680.0K
132,575
+6%
增持
CLSE
TRUST FOR PROFESSIONAL MANAG
+$666.8K
524,596
+2%
减持
WRBY
WARBY PARKER INC
-$597.0K
46,759
-35%
减持
MOD
MODINE MFG CO
+$553.1K
12,734
-23%
减持
GOOGL
ALPHABET INC
-$549.3K
12,819
-5%
清仓
ORCL
ORACLE CORP
-$547.5K
0
-100%
增持
LPX
LOUISIANA PAC CORP
+$531.5K
30,970
+45%
增持
BJ
BJS WHSL CLUB HLDGS INC
+$503.7K
14,849
+40%
增持
INTU
INTUIT
+$481.2K
2,000
+245%
清仓
CSX
CSX CORP
-$464.6K
0
-100%
清仓
MUB
ISHARES TR
-$454.4K
0
-100%
增持
MSA
MSA SAFETY INC
+$453.9K
9,665
+37%
减持
PLXS
PLEXUS CORP
+$450.3K
15,175
-15%
增持
PNC
PNC FINL SVCS GROUP INC
+$448.7K
5,309
+69%
清仓
SONY
SONY GROUP CORP
-$441.2K
0
-100%
增持
SKWD
SKYWARD SPECIALTY INS GROUP
+$437.6K
47,614
+48%
减持
LLY
ELI LILLY & CO
-$436.1K
1,157
-17%
增持
CVLC
MORGAN STANLEY ETF TRUST
+$433.1K
58,304
+16%
增持
SF
STIFEL FINL CORP
+$408.2K
23,279
+122%
增持
AVSD
AMERICAN CENTY ETF TR
+$403.6K
75,873
+9%
增持
MMSI
MERIT MED SYS INC
-$394.6K
25,891
+5%
清仓
MS
MORGAN STANLEY
-$388.4K
0
-100%
增持
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$382.2K
53,145
+5%
增持
ATRC
ATRICURE INC
-$374.8K
70,506
+17%
减持
NPKI
NPK INTERNATIONAL INC
+$366.2K
155,150
-2%
增持
LOPE
GRAND CANYON ED INC
+$327.0K
33,976
+4%
清仓
CRM
SALESFORCE INC
-$326.4K
0
-100%
清仓
SLB
SLB LIMITED
-$323.7K
0
-100%
建仓
FTNT
FORTINET INC
+$319.3K
3,907
建仓
FCN
FTI CONSULTING INC
+$313.6K
1,774
增持
CROX
CROCS INC
+$301.7K
11,951
+48%
增持
CBT
CABOT CORP
+$294.6K
24,539
+5%
减持
GOOG
ALPHABET INC
-$291.4K
4,630
-10%
增持
EOG
EOG RES INC
+$289.6K
3,700
+58%
减持
V
VISA INC
-$284.0K
4,802
-3%
减持
CCJ
CAMECO CORP
-$279.6K
2,834
-56%
建仓
VOO
VANGUARD INDEX FDS
+$279.5K
468
清仓
APO
APOLLO GLOBAL MGMT INC
-$273.7K
0
-100%
增持
—
TECNOGLASS INC
+$264.7K
76,520
+22%
建仓
HURN
HURON CONSULTING GROUP INC
+$257.0K
2,016
建仓
MWA
MUELLER WTR PRODS INC
+$256.4K
9,328
建仓
CVX
CHEVRON CORPORATION
+$252.8K
1,222
清仓
ZBRA
ZEBRA TECHNOLOGIES CORPORATI
-$251.8K
0
-100%
减持
COF
CAPITAL ONE FINL CORP
-$250.5K
4,031
-1%
建仓
CBRE
CBRE GROUP INC
+$249.8K
1,844
建仓
WMT
WALMART INC
+$243.8K
1,962
建仓
CTRA
COTERRA ENERGY INC
+$240.8K
6,853
清仓
FBIN
FORTUNE BRANDS INNOVATIONS I
-$235.8K
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$234.4K
525
增持
EFX
EQUIFAX INC
+$228.9K
2,935
+113%
清仓
BSX
BOSTON SCIENTIFIC CORP
-$220.2K
0
-100%
清仓
SSNC
SS&C TECHNOLOGIES HLDGS INC
-$217.9K
0
-100%
清仓
PRDO
PERDOCEO ED CORP
-$216.8K
0
-100%
清仓
IVE
ISHARES TR
-$209.5K
0
-100%
清仓
CCI
CROWN CASTLE INC
-$208.8K
0
-100%
减持
PSX
PHILLIPS 66
+$191.1K
3,616
-0%
增持
KNF
KNIFE RIVER CORP
+$189.8K
13,134
+5%
增持
CNX
CNX RES CORP
+$188.7K
54,942
+5%
增持
—
ALLOT LTD
-$186.4K
220,995
+31%
减持
DCI
DONALDSON INC
-$175.2K
3,068
-38%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$174.9K
2,365
+2%
增持
PLMR
PALOMAR HLDGS INC
-$173.5K
18,903
+5%
增持
CDW
CDW CORP
+$171.0K
4,986
+57%
减持
EL
LAUDER ESTEE COS INC
-$165.2K
4,788
-1%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$163.2K
2,040
+0%
增持
—
ARCH CAP GROUP LTD
+$157.9K
5,136
+47%
增持
PFS
PROVIDENT FINL SVCS INC
+$154.9K
67,414
+5%
增持
EQT
EQT CORP
+$152.4K
7,900
+21%
增持
—
LINDE PLC
+$136.6K
1,674
+3%
增持
AVGO
BROADCOM INC
+$134.9K
3,209
+29%
增持
COST
COSTCO WHOLESALE CORPORATION
+$133.7K
798
+4%
减持
SCHW
SCHWAB CHARLES CORP
-$129.5K
21,685
-0%
减持
AEM
AGNICO EAGLE MINES LTD
+$129.0K
3,998
-1%
增持
CPK
CHESAPEAKE UTILS CORP
+$126.8K
17,527
+5%
增持
—
EXXON MOBIL CORP
+$125.9K
2,374
+3%
增持
DHR
DANAHER CORP DEL
-$120.8K
6,124
+9%
增持
FCFS
FIRSTCASH HOLDINGS INC
+$120.4K
1,992
+25%
增持
NEE
NEXTERA ENERGY INC
+$111.6K
8,454
+1%
增持
HAE
HAEMONETICS CORP MASS
+$110.0K
46,052
+49%
减持
SPGI
S&P GLOBAL INC
-$106.0K
854
-5%
增持
OWNS
TIDAL TRUST III
+$102.2K
65,076
+11%
增持
UNH
UNITEDHEALTH GROUP INC
-$100.8K
2,626
+7%
增持
QCOM
QUALCOMM INC
-$100.1K
2,413
+0%
减持
ARMK
ARAMARK
+$99.4K
30,298
-1%
减持
UL
UNILEVER PLC
-$98.2K
11,426
-0%
增持
VRSN
VERISIGN INC
+$97.8K
1,543
+31%
减持
FSLR
FIRST SOLAR INC
-$97.7K
1,482
-1%
减持
MRSH
MARSH & MCLENNAN COS INC
-$96.8K
1,551
-21%
减持
OMF
ONEMAIN HLDGS INC
-$95.8K
5,796
-4%
减持
GLW
CORNING INC
-$93.3K
4,563
-44%
减持
—
ASML HLDG NV
+$89.2K
381
-2%
增持
ICFI
ICF INTL INC
-$86.6K
41,426
+27%
减持
LHX
L3HARRIS TECHNOLOGIES INC
+$83.0K
1,666
-1%
增持
CEG
CONSTELLATION ENERGY CORP
-$79.1K
1,093
+0%
增持
ADI
ANALOG DEVICES INC
+$79.1K
1,627
+1%
