RWWM, INC.
ROCKLIN CA · SEC CIK 0001507683
$13.70亿2026Q1 申报市值
34持仓数
87.9%前十大占比 · 第一大 19.8%
3 / 1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
WHR 加仓+$8,583.25万
KHC 加仓+$1,583.74万
ADBE 新建仓+$1,227.68万
HRB 新建仓+$1,143.76万
LULU 新建仓+$1,123.52万
2026Q1 卖出最多 按季末市值估算
CRI 减仓-$7,774.10万
BABA 减仓-$2,719.75万
EXXON MOBIL CORP 减仓-$1,254.97万
SGOV 减仓-$447.56万
WFC 减仓-$370.46万
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 |
|---|---|---|---|---|---|---|---|---|
| BABA | ALIBABA GROUP HLDG LTD | $2.71亿 | 19.80% | 2,161,777 | -216,782 | -9.1% | -$2,719.75万 | 减仓 |
| DJCO | DAILY JOURNAL CORP | $1.74亿 | 12.70% | 360,560 | -7,296 | -2.0% | -$351.92万 | 减仓 |
| WFC | WELLS FARGO & CO | $1.37亿 | 10.00% | 1,721,344 | -46,534 | -2.6% | -$370.46万 | 减仓 |
| WHR | WHIRLPOOL CORP | $1.31亿 | 9.54% | 2,422,618 | 1,591,849 | 191.6% | $8,583.25万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.17亿 | 8.52% | 243,593 | 1,625 | 0.7% | $77.87万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $9,107.44万 | 6.65% | 5,533,072 | 247,635 | 4.7% | $407.61万 | 加仓 |
| CRI | CARTERS INC | $8,376.28万 | 6.11% | 2,342,359 | -2,173,964 | -48.1% | -$7,774.10万 | 减仓 |
| SGOV | ISHARES TR | $7,255.35万 | 5.30% | 720,778 | -44,463 | -5.8% | -$447.56万 | 减仓 |
| KHC | KRAFT HEINZ CO | $7,207.14万 | 5.26% | 3,204,598 | 704,198 | 28.2% | $1,583.74万 | 加仓 |
| — | EXXON MOBIL CORP | $5,454.62万 | 3.98% | 321,503 | -73,970 | -18.7% | -$1,254.97万 | 减仓 |
| PII | POLARIS INC | $4,839.39万 | 3.53% | 887,961 | -28,659 | -3.1% | -$156.19万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,355.89万 | 2.45% | 90,658 | -1,742 | -1.9% | -$64.48万 | 减仓 |
| HELE | HELEN OF TROY LTD | $1,692.66万 | 1.24% | 1,173,829 | 541,689 | 85.7% | $781.12万 | 加仓 |
| ADBE | ADOBE INC | $1,227.68万 | 0.90% | 50,505 | 50,505 | — | $1,227.68万 | 新建仓 |
| HRB | BLOCK H & R INC | $1,143.76万 | 0.83% | 360,354 | 360,354 | — | $1,143.76万 | 新建仓 |
| LULU | LULULEMON ATHLETICA INC | $1,123.52万 | 0.82% | 73,385 | 73,385 | — | $1,123.52万 | 新建仓 |
| AMCX | AMC NETWORKS INC | $1,034.10万 | 0.75% | 1,522,968 | -3,132 | -0.2% | -$2.13万 | 减仓 |
| WGO | WINNEBAGO INDS INC | $515.13万 | 0.38% | 166,223 | -4,488 | -2.6% | -$13.91万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $421.19万 | 0.31% | 4,227 | -75 | -1.7% | -$7.47万 | 减仓 |
| AAPL | APPLE INC | $184.81万 | 0.13% | 7,282 | -1,079 | -12.9% | -$27.38万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $175.18万 | 0.13% | 29,057 | 0 | 0.0% | — | 不变 |
| IBM | INTERNATIONAL BUSINESS MACHS | $154.81万 | 0.11% | 6,387 | -3,154 | -33.1% | -$76.45万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $133.12万 | 0.10% | 6,078 | -86 | -1.4% | -$1.88万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $125.88万 | 0.09% | 11,926 | -13,934 | -53.9% | -$147.07万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $100.11万 | 0.07% | 5,740 | -2,082 | -26.6% | -$36.31万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $99.91万 | 0.07% | 7,169 | 0 | 0.0% | — | 不变 |
| ACN | ACCENTURE PLC IRELAND | $82.35万 | 0.06% | 4,153 | -179 | -4.1% | -$3.55万 | 减仓 |
| CVX | CHEVRON CORPORATION | $54.27万 | 0.04% | 2,623 | 0 | 0.0% | — | 不变 |
| WNC | WABASH NATL CORP | $47.73万 | 0.03% | 55,375 | -69,071 | -55.5% | -$59.54万 | 减仓 |
| SBUX | STARBUCKS CORP | $36.50万 | 0.03% | 4,074 | 25 | 0.6% | $2,240 | 加仓 |
| IVV | ISHARES TR | $25.61万 | 0.02% | 392 | -26 | -6.2% | -$1.70万 | 减仓 |
| ORCL | ORACLE CORP | $21.88万 | 0.02% | 1,487 | 167 | 12.7% | $2.46万 | 加仓 |
| TJX | TJX COS INC NEW | $21.83万 | 0.02% | 1,367 | -89 | -6.1% | -$1.42万 | 减仓 |
| XPOF | XPONENTIAL FITNESS INC | $18.06万 | 0.01% | 30,000 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -2,388 | -100.0% | -$26.61万 | 清仓 |
| GOOGL | ALPHABET INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |