Redwood Grove Capital, LLC
New York NY · SEC CIK 0001691170
$3.10亿2026Q1 申报市值
22持仓数
63.8%前十大占比 · 第一大 10.0%
2 / 2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
XYL 新建仓+$1,745.82万
UCTT 新建仓+$1,009.54万
IQV 加仓+$811.77万
FISV 加仓+$378.32万
SHLS 加仓+$336.24万
2026Q1 卖出最多 按季末市值估算
POR 清仓-$1,518.02万
MRK 减仓-$1,318.38万
PYPL 清仓-$948.11万
ELAN 减仓-$634.62万
GNRC 减仓-$627.01万
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 |
|---|---|---|---|---|---|---|---|---|
| ELAN | ELANCO ANIMAL HEALTH INC | $3,091.28万 | 9.98% | 1,291,800 | -265,200 | -17.0% | -$634.62万 | 减仓 |
| GOOG | ALPHABET INC | $2,343.10万 | 7.56% | 81,681 | -5,200 | -6.0% | -$149.17万 | 减仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN | $1,998.62万 | 6.45% | 3,037,422 | 511,000 | 20.2% | $336.24万 | 加仓 |
| HUM | HUMANA INC | $1,991.73万 | 6.43% | 114,870 | 9,200 | 8.7% | $159.52万 | 加仓 |
| FSLR | FIRST SOLAR INC | $1,862.13万 | 6.01% | 94,400 | -2,800 | -2.9% | -$55.23万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $1,791.80万 | 5.78% | 449,636 | 38,000 | 9.2% | $151.43万 | 加仓 |
| XYL | XYLEM INC | $1,745.82万 | 5.64% | 146,094 | 146,094 | — | $1,745.82万 | 新建仓 |
| IEX | IDEX CORP | $1,745.76万 | 5.63% | 92,100 | 0 | 0.0% | — | 不变 |
| IQV | IQVIA HLDGS INC | $1,594.55万 | 5.15% | 93,500 | 47,600 | 103.7% | $811.77万 | 加仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $1,593.79万 | 5.14% | 219,682 | 0 | 0.0% | — | 不变 |
| FISV | FISERV INC | $1,437.59万 | 4.64% | 257,632 | 67,800 | 35.7% | $378.32万 | 加仓 |
| QCOM | QUALCOMM INC | $1,403.78万 | 4.53% | 109,006 | 0 | 0.0% | — | 不变 |
| BAC | BANK AMERICA CORP | $1,211.96万 | 3.91% | 248,607 | -13,000 | -5.0% | -$63.37万 | 减仓 |
| AMRC | AMERESCO INC | $1,197.29万 | 3.86% | 469,525 | -23,100 | -4.7% | -$58.91万 | 减仓 |
| ICFI | ICF INTL INC | $1,182.47万 | 3.82% | 181,111 | 32,800 | 22.1% | $214.15万 | 加仓 |
| ARRY | ARRAY TECHNOLOGIES INC | $1,140.14万 | 3.68% | 1,576,953 | -72,300 | -4.4% | -$52.27万 | 减仓 |
| UCTT | ULTRA CLEAN HLDGS INC | $1,009.54万 | 3.26% | 162,358 | 162,358 | — | $1,009.54万 | 新建仓 |
| GNRC | GENERAC HLDGS INC | $962.59万 | 3.11% | 49,280 | -32,100 | -39.4% | -$627.01万 | 减仓 |
| BRO | BROWN & BROWN INC | $759.04万 | 2.45% | 116,400 | 24,400 | 26.5% | $159.11万 | 加仓 |
| SNY | SANOFI SA | $392.94万 | 1.27% | 81,557 | -107,284 | -56.8% | -$516.89万 | 减仓 |
| MRK | MERCK & CO INC | $361.69万 | 1.17% | 30,068 | -109,600 | -78.5% | -$1,318.38万 | 减仓 |
| URI | UNITED RENTALS INC | $163.85万 | 0.53% | 2,249 | 0 | 0.0% | — | 不变 |
| POR | PORTLAND GEN ELEC CO | $0 | 0.00% | 0 | -316,321 | -100.0% | -$1,518.02万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -162,404 | -100.0% | -$948.11万 | 清仓 |