MAD RIVER INVESTORS
BOSTON MA · SEC CIK 0001384484
$2.78亿2026Q1 申报市值
32持仓数
91.0%前十大占比 · 第一大 48.7%
0 / 3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
MSB 加仓+$78.43万
HE 加仓+$48.82万
WBI 加仓+$37.24万
PBT 加仓+$35.12万
MIAX 加仓+$24.13万
2026Q1 卖出最多 按季末市值估算
WPM 减仓-$109.17万
VTI 减仓-$106.57万
TPL 减仓-$45.70万
C 清仓-$35.01万
RSP 清仓-$28.89万
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 |
|---|---|---|---|---|---|---|---|---|
| TPL | TEXAS PACIFIC LAND CORPORATI | $1.35亿 | 48.69% | 285,120 | -963 | -0.3% | -$45.70万 | 减仓 |
| PBT | PERMIAN BASIN RTY TR | $2,158.76万 | 7.77% | 1,003,140 | 16,321 | 1.7% | $35.12万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $1,954.50万 | 7.03% | 1,317,050 | 32,900 | 2.6% | $48.82万 | 加仓 |
| GBTC | GRAYSCALE BITCOIN TRUST ETF | $1,900.09万 | 6.84% | 360,139 | -315 | -0.1% | -$1.66万 | 减仓 |
| LB | LANDBRIDGE COMPANY LLC | $1,839.39万 | 6.62% | 266,385 | 3,451 | 1.3% | $23.83万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1,169.54万 | 4.21% | 89,271 | -8,333 | -8.5% | -$109.17万 | 减仓 |
| MSB | MESABI TR | $1,012.87万 | 3.65% | 321,546 | 24,897 | 8.4% | $78.43万 | 加仓 |
| WBI | WATERBRIDGE INFRASTRUCTURE L | $725.74万 | 2.61% | 270,900 | 13,900 | 5.4% | $37.24万 | 加仓 |
| FNV | FRANCO NEV CORP | $582.80万 | 2.10% | 23,590 | -4 | -0.0% | -$988 | 减仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $415.21万 | 1.49% | 70,339 | -520 | -0.7% | -$3.07万 | 减仓 |
| CCL | CARNIVAL CORP | $404.20万 | 1.45% | 156,181 | 585 | 0.4% | $1.51万 | 加仓 |
| MIAX | MIAMI INTL HLDGS INC | $316.23万 | 1.14% | 81,250 | 6,200 | 8.3% | $24.13万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $282.31万 | 1.02% | 8,800 | -3,322 | -27.4% | -$106.57万 | 减仓 |
| BTC | GRAYSCALE BITCOIN MINI TR ET | $243.57万 | 0.88% | 81,217 | 3,570 | 4.6% | $10.71万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $187.75万 | 0.68% | 6,680 | -10 | -0.1% | -$2,811 | 减仓 |
| AAPL | APPLE INC | $129.43万 | 0.47% | 5,100 | 0 | 0.0% | — | 不变 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $120.25万 | 0.43% | 7,645 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP | $118.42万 | 0.43% | 8,050 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $87.92万 | 0.32% | 5,484 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $72.89万 | 0.26% | 3,500 | 0 | 0.0% | — | 不变 |
| HE | HAWAIIAN ELEC INDS INC MTN B 看涨期权 | $69.60万 | 0.25% | 46,900 | 32,700 | 230.3% | $48.53万 | 加仓 |
| RGLD | ROYAL GOLD INC | $62.68万 | 0.23% | 2,463 | -193 | -7.3% | -$4.91万 | 减仓 |
| CINF | CINCINNATI FINL CORP | $56.65万 | 0.20% | 3,600 | 0 | 0.0% | — | 不变 |
| CSCO | CISCO SYS INC | $46.55万 | 0.17% | 6,000 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $46.00万 | 0.17% | 1,700 | 0 | 0.0% | — | 不变 |
| CACI | CACI INTL INC | $43.78万 | 0.16% | 805 | 0 | 0.0% | — | 不变 |
| ETN | EATON CORP PLC | $42.92万 | 0.15% | 1,200 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $41.68万 | 0.15% | 1,417 | 17 | 1.2% | $5,001 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $39.53万 | 0.14% | 825 | -300 | -26.7% | -$14.38万 | 减仓 |
| RLI | RLI CORP | $34.22万 | 0.12% | 6,000 | -1,500 | -20.0% | -$8.56万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $29.33万 | 0.11% | 1,200 | 0 | 0.0% | — | 不变 |
| VIG | VANGUARD SPECIALIZED FUNDS | $21.51万 | 0.08% | 1,000 | -600 | -37.5% | -$12.90万 | 减仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$35.01万 | 清仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -1,508 | -100.0% | -$28.89万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -2,800 | -100.0% | -$28.25万 | 清仓 |