SRH ADVISORS, LLC
SALINA KS · SEC CIK 0001512779
$3.49亿2026Q1 申报市值
278持仓数
86.0%前十大占比 · 第一大 49.5%
11 / 26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
AVMC 加仓+$58.70万
AVLV 加仓+$49.45万
FEBW 新建仓+$48.55万
VCSH 加仓+$41.61万
AVDE 加仓+$19.24万
2026Q1 卖出最多 按季末市值估算
DIS 减仓-$47.20万
ALSN 清仓-$16.09万
VYM 减仓-$14.32万
TOL 减仓-$10.30万
NCLH 清仓-$9.20万
2026Q1 持仓明细 点表头排序 · 每页 100 行
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 |
|---|---|---|---|---|---|---|---|---|
| ALSN | ALLISON TRANSMISSION HLDGS | $0 | 0.00% | 0 | -1,643 | -100.0% | -$16.09万 | 清仓 |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $0 | 0.00% | 0 | -4,120 | -100.0% | -$9.20万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -500 | -100.0% | -$8.47万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -109 | -100.0% | -$7.12万 | 清仓 |
| SCHH | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -1,659 | -100.0% | -$3.47万 | 清仓 |
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -40 | -100.0% | -$1.78万 | 清仓 |
| — | ARCOSA INC | $0 | 0.00% | 0 | -166 | -100.0% | -$1.76万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -280 | -100.0% | -$1.06万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -21 | -100.0% | -$8,427 | 清仓 |
| ZS | ZSCALER INC | $0 | 0.00% | 0 | -37 | -100.0% | -$8,322 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -47 | -100.0% | -$6,392 | 清仓 |
| ACN | ACCENTURE PLC IRELAND | $0 | 0.00% | 0 | -22 | -100.0% | -$5,903 | 清仓 |
| NEU | NEWMARKET CORP | $0 | 0.00% | 0 | -8 | -100.0% | -$5,498 | 清仓 |
| SPY | SPDR S&P 500 ETF TR | $0 | 0.00% | 0 | -7 | -100.0% | -$4,830 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -24 | -100.0% | -$4,824 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -12 | -100.0% | -$4,291 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -21 | -100.0% | -$3,179 | 清仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $0 | 0.00% | 0 | -95 | -100.0% | -$2,860 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -4 | -100.0% | -$1,700 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -46 | -100.0% | -$1,366 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -7 | -100.0% | -$1,244 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -18 | -100.0% | -$1,082 | 清仓 |
| — | MAIA BIOTECHNOLOGY INC | $0 | 0.00% | 0 | -653 | -100.0% | -$999 | 清仓 |
| OMER | OMEROS CORP | $0 | 0.00% | 0 | -50 | -100.0% | -$859 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -15 | -100.0% | -$787 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -6 | -100.0% | -$314 | 清仓 |
| — | Tilray Brands Inc | $97 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| NMAX | NEWSMAX INC CLASS B | $104 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| STLA | Stellantis N V | $156 | 0.00% | 22 | -105 | -82.7% | -$745 | 减仓 |
| VTRS | Viatris Inc | $189 | 0.00% | 14 | 0 | 0.0% | — | 不变 |
| ONON | ON HOLDING CL A ORD | $374 | 0.00% | 11 | 0 | 0.0% | — | 不变 |
| — | Full House Resorts Inc | $522 | 0.00% | 232 | 0 | 0.0% | — | 不变 |
| RIVN | Rivian Automotive Inc Class A | $662 | 0.00% | 44 | 0 | 0.0% | — | 不变 |
| EMB | iShares JPMorgan USD Emerg Markets Bond | $751 | 0.00% | 8 | 0 | 0.0% | — | 不变 |
| MICC | The Magnum Ice Cream Co NV | $792 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| FOUR | Shift4 Payments Inc | $875 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| VWO | Vanguard Ftse Emerging | $1,189 | 0.00% | 22 | 0 | 0.0% | — | 不变 |
| BF/B | Brown Forman Corp Cl B | $1,454 | 0.00% | 55 | 0 | 0.0% | — | 不变 |
| DOW | Dow Inc | $1,749 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP CL B | $2,237 | 0.00% | 248 | 0 | 0.0% | — | 不变 |
| VEA | Vanguard Ftse Developed | $2,243 | 0.00% | 35 | 0 | 0.0% | — | 不变 |
| LW | Lamb Weston Holdings | $2,282 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| SOLS | Solstice Advanced Materials Inc | $2,361 | 0.00% | 31 | 0 | 0.0% | — | 不变 |
| TECH | Techne Corp Common | $2,718 | 0.00% | 52 | 0 | 0.0% | — | 不变 |
| DFIS | Dimensional International Small Cap ETF | $2,828 | 0.00% | 84 | 84 | — | $2,828 | 新建仓 |
| CGNX | Cognex Corp | $2,939 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| TER | Teradyne Inc | $2,965 | 0.00% | 10 | 0 | 0.0% | — | 不变 |
| OEF | iShares S&P 100 ETF | $3,181 | 0.00% | 10 | 10 | — | $3,181 | 新建仓 |
| BCPC | Balchem Corp | $3,390 | 0.00% | 20 | 0 | 0.0% | — | 不变 |
| NWSA | News Corp New Cl A | $3,440 | 0.00% | 138 | 0 | 0.0% | — | 不变 |
| CNI | Canadian Natl Ry Co | $3,494 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| STZ | Constellation Brands Inc | $3,600 | 0.00% | 24 | 0 | 0.0% | — | 不变 |
| CDW | Cdw Corp | $4,115 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| ALL | Allstate Corporation | $4,147 | 0.00% | 20 | -12 | -37.5% | -$2,488 | 减仓 |
| ITW | Illinois Tool Works Inc | $4,425 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| LH | Lab Cp Of Amer Hldg New | $4,536 | 0.00% | 17 | 0 | 0.0% | — | 不变 |
| DG | Dollar General Corp | $4,647 | 0.00% | 39 | -11 | -22.0% | -$1,311 | 减仓 |
| AON | A O N Plc | $5,164 | 0.00% | 16 | 0 | 0.0% | — | 不变 |
| CCL | Carnival Corp | $5,339 | 0.00% | 206 | -298 | -59.1% | -$7,723 | 减仓 |
| CHKP | Check Pt Software Tech | $5,428 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| JKHY | Henry Jack & Assoc Inc | $6,164 | 0.00% | 39 | 0 | 0.0% | — | 不变 |
| INGR | Ingredion Inc | $6,309 | 0.00% | 56 | 0 | 0.0% | — | 不变 |
| VUG | Vanguard Growth ETF | $6,552 | 0.00% | 15 | 15 | — | $6,552 | 新建仓 |
| VTV | Vanguard Value ETF | $6,671 | 0.00% | 34 | 34 | — | $6,671 | 新建仓 |
| FDX | Fedex Corporation | $6,767 | 0.00% | 19 | 0 | 0.0% | — | 不变 |
| FCFS | First Cash Finl Svcs Inc | $6,768 | 0.00% | 36 | 0 | 0.0% | — | 不变 |
| ADX | Adams Express Co | $6,852 | 0.00% | 313 | 0 | 0.0% | — | 不变 |
| EXPE | Expedia Inc | $6,927 | 0.00% | 30 | 0 | 0.0% | — | 不变 |
| WDFC | Wd-40 Company | $6,934 | 0.00% | 34 | 0 | 0.0% | — | 不变 |
| NXP | Nuveen Select TaxFree Income | $7,319 | 0.00% | 510 | 0 | 0.0% | — | 不变 |
| TJX | T J X Cos Inc | $7,346 | 0.00% | 46 | 0 | 0.0% | — | 不变 |
| RLI | R L I Corp | $7,529 | 0.00% | 132 | 0 | 0.0% | — | 不变 |
| MA | Mastercard Inc | $7,548 | 0.00% | 15 | 0 | 0.0% | — | 不变 |
| EFX | Equifax Inc | $7,563 | 0.00% | 42 | 0 | 0.0% | — | 不变 |
| BN | Brookfield Corp | $7,689 | 0.00% | 190 | -34 | -15.2% | -$1,376 | 减仓 |
| NFLX | Netflix Inc | $7,692 | 0.00% | 80 | 0 | 0.0% | — | 不变 |
| MP | MP Materials Corp | $7,915 | 0.00% | 164 | 0 | 0.0% | — | 不变 |
| SOLV | Solventum Corp Com Shs | $8,163 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| GGG | Graco Incorporated | $8,380 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| V | Visa Inc Cl A | $8,463 | 0.00% | 28 | 0 | 0.0% | — | 不变 |
| ADI | Analog Devices Inc | $8,590 | 0.00% | 27 | 0 | 0.0% | — | 不变 |
| LSTR | Landstar System Inc | $8,657 | 0.00% | 54 | 0 | 0.0% | — | 不变 |
| BRO | Brown & Brown Inc | $8,869 | 0.00% | 136 | 0 | 0.0% | — | 不变 |
| ACGL | Arch Cap Group Ltd New | $9,503 | 0.00% | 99 | 0 | 0.0% | — | 不变 |
| PRI | Primerica Inc | $9,518 | 0.00% | 38 | 0 | 0.0% | — | 不变 |
| MKL | Markel Corp | $9,570 | 0.00% | 5 | 0 | 0.0% | — | 不变 |
| XLI | Select Sector Industrial | $9,704 | 0.00% | 60 | 0 | 0.0% | — | 不变 |
| HST | Host Hotels & Resorts | $9,791 | 0.00% | 511 | 0 | 0.0% | — | 不变 |
| GEHC | GE HEALTHCARE TECHNOLOGIES ORD WI | $1.03万 | 0.00% | 145 | 0 | 0.0% | — | 不变 |
| CLX | Clorox Company | $1.04万 | 0.00% | 100 | 0 | 0.0% | — | 不变 |
| TDG | Transdigm Group Inc | $1.04万 | 0.00% | 9 | 0 | 0.0% | — | 不变 |
| TTWO | Take Two Interactv | $1.05万 | 0.00% | 53 | 0 | 0.0% | — | 不变 |
| WRB | Berkley W R Corporation | $1.08万 | 0.00% | 163 | 0 | 0.0% | — | 不变 |
| BMI | Badger Meter Inc | $1.10万 | 0.00% | 72 | 0 | 0.0% | — | 不变 |
| PNW | Pinnacle West Cap | $1.11万 | 0.00% | 110 | 0 | 0.0% | — | 不变 |
| VNQ | Vanguard Reit Etf | $1.11万 | 0.00% | 125 | 0 | 0.0% | — | 不变 |
| EPD | Enterprise Products Partners LP | $1.14万 | 0.00% | 300 | 0 | 0.0% | — | 不变 |
| SIRI | Sirius Xm Hldgs Inc | $1.16万 | 0.00% | 502 | -318 | -38.8% | -$7,339 | 减仓 |
| ROST | Ross Stores Inc | $1.26万 | 0.00% | 58 | 0 | 0.0% | — | 不变 |
| AVGO | Broadcom Inc Com | $1.30万 | 0.00% | 42 | 0 | 0.0% | — | 不变 |