Forest Hill Capital, LLC
LITTLE ROCK AR · SEC CIK 0001316550
$1.52亿2026Q1 申报市值
19持仓数
96.6%前十大占比 · 第一大 33.7%
1 / 17新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
EPD 新建仓+$21.13万
2026Q1 卖出最多 按季末市值估算
SLV 减仓-$681.40万
GOOGL 清仓-$469.50万
JOE 减仓-$393.13万
MSFT 清仓-$386.90万
ECVT 清仓-$381.32万
2026Q1 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PHYS | SPROTT ASSET MANAGEMENT LP | $5,133.48万 | 33.71% | 1,448,500 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $2,546.62万 | 16.72% | 277,500 | -2,000 | -0.7% | -$18.35万 | 减仓 |
| NEM | NEWMONT CORP | $2,108.17万 | 13.84% | 194,750 | -1,000 | -0.5% | -$10.83万 | 减仓 |
| FNV | FRANCO NEV CORP | $2,013.46万 | 13.22% | 81,500 | 0 | 0.0% | — | 不变 |
| SLV | ISHARES SILVER TR | $1,444.57万 | 9.49% | 212,000 | -100,000 | -32.1% | -$681.40万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $946.33万 | 6.21% | 388,000 | 0 | 0.0% | — | 不变 |
| VYMI | VANGUARD WHITEHALL FDS | $180.94万 | 1.19% | 19,200 | 0 | 0.0% | — | 不变 |
| VBR | VANGUARD INDEX FDS | $149.90万 | 0.98% | 6,900 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $97.23万 | 0.64% | 12,531 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $90.11万 | 0.59% | 5,000 | -17,500 | -77.8% | -$315.37万 | 减仓 |
| ENB | ENBRIDGE INC | $85.54万 | 0.56% | 15,800 | 0 | 0.0% | — | 不变 |
| BIPC | BROOKFIELD INFRASTRUCTURE CO | $79.44万 | 0.52% | 20,100 | 0 | 0.0% | — | 不变 |
| ABBV | ABBVIE INC | $78.30万 | 0.51% | 3,600 | 0 | 0.0% | — | 不变 |
| JOE | ST JOE CO | $71.59万 | 0.47% | 11,400 | -62,600 | -84.6% | -$393.13万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $63.73万 | 0.42% | 28,000 | 0 | 0.0% | — | 不变 |
| HUN | HUNTSMAN CORP | $44.59万 | 0.29% | 33,500 | -252,500 | -88.3% | -$336.08万 | 减仓 |
| WM | WASTE MGMT INC DEL | $39.75万 | 0.26% | 1,730 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC | $34.15万 | 0.22% | 4,200 | 0 | 0.0% | — | 不变 |
| EPD | ENTERPRISE PRODS PARTNERS L | $21.13万 | 0.14% | 5,584 | 5,584 | — | $21.13万 | 新建仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | -15,000 | -100.0% | -$469.50万 | 清仓 |
| MSFT | MICROSOFT CORP | $0 | 0.00% | 0 | -8,000 | -100.0% | -$386.90万 | 清仓 |
| ECVT | ECOVYST INC | $0 | 0.00% | 0 | -391,900 | -100.0% | -$381.32万 | 清仓 |
| HWC | HANCOCK WHITNEY CORPORATION | $0 | 0.00% | 0 | -49,751 | -100.0% | -$316.81万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -66,352 | -100.0% | -$284.25万 | 清仓 |
| HQY | HEALTHEQUITY INC | $0 | 0.00% | 0 | -29,576 | -100.0% | -$270.95万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -27,525 | -100.0% | -$262.62万 | 清仓 |
| SSB | SOUTHSTATE BK CORP | $0 | 0.00% | 0 | -25,000 | -100.0% | -$235.28万 | 清仓 |
| — | TRUBRIDGE INC | $0 | 0.00% | 0 | -101,308 | -100.0% | -$223.59万 | 清仓 |
| AUB | ATLANTIC UN BANKSHARES CORP | $0 | 0.00% | 0 | -58,556 | -100.0% | -$206.70万 | 清仓 |
| OBK | ORIGIN BANCORP INC | $0 | 0.00% | 0 | -53,000 | -100.0% | -$199.33万 | 清仓 |
| CMCO | COLUMBUS MCKINNON CORP N Y | $0 | 0.00% | 0 | -102,188 | -100.0% | -$176.27万 | 清仓 |
| — | AMERICAS CAR-MART INC | $0 | 0.00% | 0 | -60,938 | -100.0% | -$153.93万 | 清仓 |
| MRTN | MARTEN TRANS LTD | $0 | 0.00% | 0 | -115,000 | -100.0% | -$130.87万 | 清仓 |
| HUBG | HUB GROUP INC | $0 | 0.00% | 0 | -30,000 | -100.0% | -$127.83万 | 清仓 |
| EVH | EVOLENT HEALTH INC | $0 | 0.00% | 0 | -150,250 | -100.0% | -$60.10万 | 清仓 |
| RELL | RICHARDSON ELECTRS LTD | $0 | 0.00% | 0 | -37,327 | -100.0% | -$40.61万 | 清仓 |