Redwood Grove Capital, LLC
New York NY · SEC CIK 0001691170
$3.95亿2026Q2 申报市值
25持仓数
60.5%前十大占比 · 第一大 9.5%
5 / 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
TMO 新建仓+$1,945.28万
XYL 加仓+$1,182.31万
GFL 新建仓+$787.31万
PRIM 新建仓+$617.43万
ELAN 加仓+$574.64万
2026Q2 卖出最多 按季末市值估算
HUM 减仓-$2,216.49万
SHLS 减仓-$1,263.93万
UCTT 减仓-$868.37万
SNY 清仓-$392.94万
MRK 清仓-$361.69万
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 |
|---|---|---|---|---|---|---|---|---|
| SNY | SANOFI SA | $0 | 0.00% | 0 | -81,557 | -100.0% | -$392.94万 | 清仓 |
| MRK | MERCK & CO INC | $0 | 0.00% | 0 | -30,068 | -100.0% | -$361.69万 | 清仓 |
| HURN | HURON CONSULTING GROUP INC | $173.11万 | 0.44% | 19,200 | 19,200 | — | $173.11万 | 新建仓 |
| URI | UNITED RENTALS INC | $254.79万 | 0.65% | 2,249 | 0 | 0.0% | — | 不变 |
| OSK | OSHKOSH CORP | $488.07万 | 1.24% | 31,800 | 31,800 | — | $488.07万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $617.43万 | 1.56% | 62,291 | 62,291 | — | $617.43万 | 新建仓 |
| BRO | BROWN & BROWN INC | $746.71万 | 1.89% | 116,400 | 0 | 0.0% | — | 不变 |
| GFL | GFL ENVIRONMENTAL INC | $787.31万 | 1.99% | 214,000 | 214,000 | — | $787.31万 | 新建仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $985.73万 | 2.50% | 1,330,267 | -246,686 | -15.6% | -$182.79万 | 减仓 |
| BAC | BANK OF AMER CORP | $1,216.56万 | 3.08% | 213,507 | -35,100 | -14.1% | -$200.00万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $1,238.00万 | 3.14% | 42,280 | -7,000 | -14.2% | -$204.97万 | 减仓 |
| FISV | FISERV INC | $1,263.68万 | 3.20% | 257,632 | 0 | 0.0% | — | 不变 |
| ICFI | ICF INTL INC | $1,405.12万 | 3.56% | 192,852 | 11,741 | 6.5% | $85.54万 | 加仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $1,446.69万 | 3.67% | 101,458 | -60,900 | -37.5% | -$868.37万 | 减仓 |
| AMRC | AMERESCO INC | $1,500.13万 | 3.80% | 543,525 | 74,000 | 15.8% | $204.24万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,740.32万 | 4.41% | 219,682 | 0 | 0.0% | — | 不变 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,743.11万 | 4.42% | 1,760,722 | -1,276,700 | -42.0% | -$1,263.93万 | 减仓 |
| IQV | IQVIA HLDGS INC | $1,806.61万 | 4.58% | 93,500 | 0 | 0.0% | — | 不变 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1,945.28万 | 4.93% | 38,800 | 38,800 | — | $1,945.28万 | 新建仓 |
| FSLR | FIRST SOLAR INC | $2,010.38万 | 5.09% | 85,200 | -9,200 | -9.7% | -$217.08万 | 减仓 |
| IEX | IDEX CORP | $2,090.21万 | 5.30% | 92,100 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $2,139.98万 | 5.42% | 115,806 | 6,800 | 6.2% | $125.66万 | 加仓 |
| SW | SMURFIT WESTROCK PLC | $2,315.94万 | 5.87% | 500,636 | 51,000 | 11.3% | $235.93万 | 加仓 |
| HUM | HUMANA INC | $2,346.38万 | 5.94% | 59,070 | -55,800 | -48.6% | -$2,216.49万 | 减仓 |
| GOOG | ALPHABET INC | $2,546.84万 | 6.45% | 72,081 | -9,600 | -11.8% | -$339.20万 | 减仓 |
| XYL | XYLEM INC | $2,909.29万 | 7.37% | 246,112 | 100,018 | 68.5% | $1,182.31万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $3,753.76万 | 9.51% | 1,525,300 | 233,500 | 18.1% | $574.64万 | 加仓 |