RWWM, INC.
ROCKLIN CA · SEC CIK 0001507683
$13.53亿2026Q2 申报市值
40持仓数
84.9%前十大占比 · 第一大 15.7%
6 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
WHR 加仓+$2,829.57万
CROX 新建仓+$1,934.05万
LULU 加仓+$1,851.95万
SGOV 加仓+$1,252.96万
ADBE 加仓+$1,099.85万
2026Q2 卖出最多 按季末市值估算
CRI 减仓-$3,697.46万
PII 减仓-$2,660.60万
HELE 减仓-$2,032.63万
KHC 减仓-$2,019.48万
DJCO 减仓-$376.65万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DJCO | DAILY JOURNAL CORP | $2.13亿 | 15.74% | 354,295 | -6,265 | -1.7% | -$376.65万 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD | $2.13亿 | 15.73% | 2,217,364 | 55,587 | 2.6% | $533.52万 | 加仓 |
| WFC | WELLS FARGO & CO | $1.39亿 | 10.26% | 1,680,197 | -41,147 | -2.4% | -$340.04万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.28亿 | 9.46% | 255,944 | 12,351 | 5.1% | $618.03万 | 加仓 |
| WHR | WHIRLPOOL CORP | $1.24亿 | 9.15% | 3,140,419 | 717,801 | 29.6% | $2,829.57万 | 加仓 |
| FOXF | FOX FACTORY HLDG CORP | $9,119.28万 | 6.74% | 5,381,694 | -151,378 | -2.7% | -$256.51万 | 减仓 |
| SGOV | ISHARES TR | $8,509.03万 | 6.29% | 845,240 | 124,462 | 17.3% | $1,252.96万 | 加仓 |
| CRI | CARTERS INC | $5,943.69万 | 4.39% | 1,444,045 | -898,314 | -38.4% | -$3,697.46万 | 减仓 |
| KHC | KRAFT HEINZ CO | $5,549.78万 | 4.10% | 2,349,610 | -854,988 | -26.7% | -$2,019.48万 | 减仓 |
| — | EXXON MOBIL CORP | $4,122.44万 | 3.05% | 301,524 | -19,979 | -6.2% | -$273.15万 | 减仓 |
| PII | POLARIS INC | $3,416.60万 | 2.52% | 499,211 | -388,750 | -43.8% | -$2,660.60万 | 减仓 |
| MSFT | MICROSOFT CORP | $3,370.20万 | 2.49% | 90,349 | -309 | -0.3% | -$11.53万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $2,689.86万 | 1.99% | 235,581 | 162,196 | 221.0% | $1,851.95万 | 加仓 |
| ADBE | ADOBE INC | $2,135.30万 | 1.58% | 104,151 | 53,646 | 106.2% | $1,099.85万 | 加仓 |
| CROX | CROCS INC | $1,934.05万 | 1.43% | 160,316 | 160,316 | — | $1,934.05万 | 新建仓 |
| AMCX | AMC GLOBAL MEDIA INC | $1,399.15万 | 1.03% | 1,401,949 | -121,019 | -7.9% | -$120.78万 | 减仓 |
| HELE | HELEN OF TROY LTD | $1,379.69万 | 1.02% | 474,611 | -699,218 | -59.6% | -$2,032.63万 | 减仓 |
| HRB | BLOCK H & R INC | $1,128.20万 | 0.83% | 296,272 | -64,082 | -17.8% | -$244.02万 | 减仓 |
| TME | TENCENT MUSIC ENTMT GROUP | $891.27万 | 0.66% | 1,054,403 | 1,054,403 | — | $891.27万 | 新建仓 |
| WGO | WINNEBAGO INDS INC | $405.36万 | 0.30% | 129,757 | -36,466 | -21.9% | -$113.92万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $404.03万 | 0.30% | 4,319 | 92 | 2.2% | $8.61万 | 加仓 |
| AAPL | APPLE INC | $226.89万 | 0.17% | 7,841 | 559 | 7.7% | $16.18万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $179.36万 | 0.13% | 6,378 | -9 | -0.1% | -$2,531 | 减仓 |
| RSG | REPUBLIC SVCS INC | $127.98万 | 0.09% | 6,006 | -72 | -1.2% | -$1.53万 | 减仓 |
| TBLL | INVESCO EXCH TRADED FD TR II | $123.35万 | 0.09% | 11,684 | -242 | -2.0% | -$2.55万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $118.43万 | 0.09% | 5,919 | 179 | 3.1% | $3.58万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $90.57万 | 0.07% | 7,169 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $74.89万 | 0.06% | 1 | 1 | — | $74.89万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $49.28万 | 0.04% | 3,960 | -193 | -4.6% | -$2.40万 | 减仓 |
| CVX | CHEVRON CORPORATION | $45.22万 | 0.03% | 2,728 | 105 | 4.0% | $1.74万 | 加仓 |
| SBUX | STARBUCKS CORP | $41.68万 | 0.03% | 4,079 | 5 | 0.1% | $511 | 加仓 |
| GOOG | ALPHABET INC | $28.80万 | 0.02% | 815 | 815 | — | $28.80万 | 新建仓 |
| IVV | ISHARES TR | $28.53万 | 0.02% | 381 | -11 | -2.8% | -$8,238 | 减仓 |
| SYK | STRYKER CORPORATION | $25.27万 | 0.02% | 803 | 170 | 26.9% | $5.35万 | 重新持有 |
| USFD | US FOODS HLDG CORP | $21.85万 | 0.02% | 2,137 | 2,137 | — | $21.85万 | 新建仓 |
| GOOGL | ALPHABET INC | $21.62万 | 0.02% | 605 | -209 | -25.7% | -$7.47万 | 重新持有 |
| ORCL | ORACLE CORP | $21.40万 | 0.02% | 1,460 | -27 | -1.8% | -$3,957 | 减仓 |
| TJX | TJX COS INC NEW | $20.77万 | 0.02% | 1,371 | 4 | 0.3% | $606 | 加仓 |
| XPOF | XPONENTIAL FITNESS INC | $20.76万 | 0.02% | 30,000 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $20.28万 | 0.01% | 851 | 851 | — | $20.28万 | 新建仓 |
| FAF | FIRST AMERN FINL CORP | $0 | 0.00% | 0 | -29,057 | -100.0% | -$175.18万 | 清仓 |
| WNC | WABASH NATL CORP | $0 | 0.00% | 0 | -55,375 | -100.0% | -$47.73万 | 清仓 |