Redwood Investment Management, LLC
SCOTTSDALE AZ · SEC CIK 0001717479
$10.09亿2026Q2 申报市值
306持仓数
50.0%前十大占比 · 第一大 12.9%
51 / 56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
SPYM 加仓+$500.75万
IUSB 加仓+$276.05万
VOO 加仓+$242.51万
SM 新建仓+$216.10万
XOM 新建仓+$195.00万
2026Q2 卖出最多 按季末市值估算
IRDM 重新持有-$535.86万
SPMO 减仓-$294.31万
DVA 重新持有-$247.48万
QUAL 减仓-$242.35万
EXXON MOBIL CORP 清仓-$236.50万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| CPAY | CORPAY INC | $119.10万 | 0.12% | 3,574 | 11 | 0.3% | $3,666 | 加仓 |
| LAD | LITHIA MOTORS INC | $119.00万 | 0.12% | 4,098 | -66 | -1.6% | -$1.92万 | 减仓 |
| EXP | EAGLE MATERIALS INC | $118.90万 | 0.12% | 5,285 | -416 | -7.3% | -$9.36万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $118.90万 | 0.12% | 8,134 | 8,134 | — | $118.90万 | 新建仓 |
| LOPE | GRAND CANYON EDUCATION INC | $118.70万 | 0.12% | 8,295 | 1,970 | 31.1% | $28.19万 | 加仓 |
| VLO | VALERO ENERGY CORP | $118.60万 | 0.12% | 4,554 | 327 | 7.7% | $8.52万 | 加仓 |
| ON | ON SEMICONDUCTOR | $118.50万 | 0.12% | 12,531 | -4,966 | -28.4% | -$46.96万 | 减仓 |
| GAP | GAP INC | $118.50万 | 0.12% | 63,460 | 63,460 | — | $118.50万 | 新建仓 |
| NEU | NEWMARKET CORP | $118.50万 | 0.12% | 1,497 | 1,497 | — | $118.50万 | 新建仓 |
| PATH | UIPATH INC | $118.30万 | 0.12% | 108,844 | 108,844 | — | $118.30万 | 新建仓 |
| AMP | AMERIPRISE FINANCIAL INC | $118.20万 | 0.12% | 2,576 | 201 | 8.5% | $9.22万 | 加仓 |
| MO | ALTRIA GROUP INC | $118.10万 | 0.12% | 16,414 | 543 | 3.4% | $3.91万 | 加仓 |
| FOXA | FOX CORP | $118.00万 | 0.12% | 22,624 | 4,707 | 26.3% | $24.55万 | 加仓 |
| TROW | T ROWE PRICE GROUP INC | $118.00万 | 0.12% | 10,383 | 2,133 | 25.9% | $24.24万 | 加仓 |
| ZBRA | ZEBRA TECHNOLOGIES CORP | $118.00万 | 0.12% | 4,483 | 4,483 | — | $118.00万 | 新建仓 |
| WST | WEST PHARMACEUTICAL SERVICES | $117.90万 | 0.12% | 3,283 | -885 | -21.2% | -$31.78万 | 减仓 |
| TTC | TORO CO | $117.90万 | 0.12% | 12,101 | 12,101 | — | $117.90万 | 新建仓 |
| CRBG | COREBRIDGE FINANCIAL INC | $117.80万 | 0.12% | 41,147 | -4,215 | -9.3% | -$12.07万 | 减仓 |
| TRMB | TRIMBLE INC | $117.80万 | 0.12% | 23,026 | 23,026 | — | $117.80万 | 新建仓 |
| SCCO | SOUTHERN COPPER CORP | $117.70万 | 0.12% | 6,754 | 6,754 | — | $117.70万 | 新建仓 |
| GM | GENERAL MOTORS CO | $117.60万 | 0.12% | 15,259 | 1,232 | 8.8% | $9.49万 | 加仓 |
| ULTA | ULTA BEAUTY INC | $117.60万 | 0.12% | 2,607 | 2,607 | — | $117.60万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $117.60万 | 0.12% | 19,015 | 19,015 | — | $117.60万 | 新建仓 |
| VRSN | VERISIGN INC | $117.50万 | 0.12% | 4,671 | 399 | 9.3% | $10.04万 | 加仓 |
| R | RYDER SYSTEM INC | $117.50万 | 0.12% | 4,456 | -684 | -13.3% | -$18.04万 | 减仓 |
| RNG | RINGCENTRAL INC | $117.50万 | 0.12% | 30,144 | 1,907 | 6.8% | $7.43万 | 加仓 |
| DBX | DROPBOX INC | $117.50万 | 0.12% | 42,756 | -2,945 | -6.4% | -$8.09万 | 减仓 |
| HCA | HCA HEALTHCARE INC | $117.40万 | 0.12% | 3,010 | 730 | 32.0% | $28.47万 | 加仓 |
| MSCI | MSCI INC | $117.40万 | 0.12% | 2,096 | 166 | 8.6% | $9.30万 | 加仓 |
| CCK | CROWN HOLDINGS INC | $117.30万 | 0.12% | 10,486 | 12 | 0.1% | $1,342 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $117.30万 | 0.12% | 7,196 | -141 | -1.9% | -$2.30万 | 重新持有 |
| KEX | KIRBY CORP | $117.20万 | 0.12% | 8,621 | 914 | 11.9% | $12.43万 | 加仓 |
| ALK | ALASKA AIR GROUP INC | $117.20万 | 0.12% | 22,459 | 474 | 2.2% | $2.47万 | 重新持有 |
| SEIC | SEI INVESTMENTS COMPANY | $117.20万 | 0.12% | 13,366 | 51 | 0.4% | $4,472 | 重新持有 |
| BWA | BORGWARNER INC | $117.10万 | 0.12% | 17,643 | -1,704 | -8.8% | -$11.31万 | 减仓 |
| AN | AUTONATION INC | $117.10万 | 0.12% | 6,305 | 933 | 17.4% | $17.33万 | 加仓 |
| VMI | VALMONT INDUSTRIES | $117.10万 | 0.12% | 2,027 | -694 | -25.5% | -$40.09万 | 重新持有 |
| KR | KROGER CO | $117.00万 | 0.12% | 21,078 | 6,371 | 43.3% | $35.36万 | 加仓 |
| GNTX | GENTEX CORP | $117.00万 | 0.12% | 46,307 | 46,307 | — | $117.00万 | 新建仓 |
| HXL | HEXCEL CORP | $116.90万 | 0.12% | 11,683 | -1,346 | -10.3% | -$13.47万 | 减仓 |
| MET | METLIFE INC | $116.90万 | 0.12% | 13,813 | 13,813 | — | $116.90万 | 新建仓 |
| AIT | APPLIED INDUSTRIAL TECH INC | $116.90万 | 0.12% | 3,458 | 3,458 | — | $116.90万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $116.80万 | 0.12% | 6,793 | -1,176 | -14.8% | -$20.22万 | 减仓 |
| VOYA | VOYA FINANCIAL INC | $116.80万 | 0.12% | 12,905 | -2,436 | -15.9% | -$22.05万 | 减仓 |
| HSIC | HENRY SCHEIN INC | $116.70万 | 0.12% | 13,969 | -289 | -2.0% | -$2.41万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP | $116.70万 | 0.12% | 2,154 | -81 | -3.6% | -$4.39万 | 重新持有 |
| MCO | MOODYS CORP | $116.70万 | 0.12% | 2,577 | 2,577 | — | $116.70万 | 新建仓 |
| TNL | TRAVEL PLUS LEISURE CO | $116.60万 | 0.12% | 15,260 | -477 | -3.0% | -$3.64万 | 减仓 |
| EXEL | EXELIXIS INC | $116.60万 | 0.12% | 21,430 | -2,813 | -11.6% | -$15.31万 | 减仓 |
| GEN | GEN DIGITAL INC | $116.60万 | 0.12% | 46,846 | 46,846 | — | $116.60万 | 新建仓 |
| IQV | IQVIA HOLDINGS INC | $116.60万 | 0.12% | 6,035 | 6,035 | — | $116.60万 | 新建仓 |
| SNX | TD SYNNEX CORP | $116.50万 | 0.12% | 4,356 | -2,145 | -33.0% | -$57.37万 | 减仓 |
| LEA | LEAR CORP | $116.50万 | 0.12% | 8,690 | -42 | -0.5% | -$5,631 | 减仓 |
| DLTR | DOLLAR TREE INC | $116.50万 | 0.12% | 9,632 | -3 | -0.0% | -$363 | 减仓 |
| SCHW | SCHWAB | $116.50万 | 0.12% | 12,630 | 1,442 | 12.9% | $13.30万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC | $116.50万 | 0.12% | 16,142 | 16,142 | — | $116.50万 | 新建仓 |
| XYZ | BLOCK INC | $116.50万 | 0.12% | 15,332 | 15,332 | — | $116.50万 | 新建仓 |
| GL | GLOBE LIFE INC | $116.40万 | 0.12% | 6,514 | -1,276 | -16.4% | -$22.80万 | 减仓 |
| MAS | MASCO CORP | $116.40万 | 0.12% | 14,304 | -3,154 | -18.1% | -$25.67万 | 减仓 |
| AFL | AFLAC INC | $116.40万 | 0.12% | 9,927 | 377 | 3.9% | $4.42万 | 加仓 |
| RS | RELIANCE INC | $116.40万 | 0.12% | 3,115 | -303 | -8.9% | -$11.32万 | 减仓 |
| PVH | PVH CORP | $116.40万 | 0.12% | 15,668 | 15,668 | — | $116.40万 | 新建仓 |
| LSTR | LANDSTAR SYSTEM INC | $116.40万 | 0.12% | 5,628 | 5,628 | — | $116.40万 | 新建仓 |
| CRL | CHARLES RIVER LABORATORIES | $116.40万 | 0.12% | 5,132 | -345 | -6.3% | -$7.83万 | 重新持有 |
| CROX | CROCS INC | $116.30万 | 0.12% | 9,641 | -3,030 | -23.9% | -$36.55万 | 减仓 |
| ELV | ELEVANCE HEALTH INC | $116.30万 | 0.12% | 3,007 | 3,007 | — | $116.30万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $116.30万 | 0.12% | 25,177 | 8,325 | 49.4% | $38.46万 | 重新持有 |
| ADT | ADT INC | $116.20万 | 0.12% | 178,746 | 20,138 | 12.7% | $13.09万 | 加仓 |
| PPLI | PEOPLE INC | $116.20万 | 0.12% | 25,172 | 25,172 | — | $116.20万 | 新建仓 |
| PRI | PRIMERICA INC | $116.10万 | 0.12% | 4,086 | -146 | -3.4% | -$4.15万 | 重新持有 |
| C | CITIGROUP INC | $116.00万 | 0.11% | 8,291 | -1,090 | -11.6% | -$15.25万 | 减仓 |
| UNM | UNUM GROUP | $116.00万 | 0.11% | 12,971 | -1,184 | -8.4% | -$10.59万 | 减仓 |
| CPT | CAMDEN PROPERTY TRUST | $116.00万 | 0.11% | 10,133 | -443 | -4.2% | -$5.07万 | 减仓 |
| REXR | REXFORD INDUSTRIAL REALTY IN | $115.90万 | 0.11% | 34,610 | 6,233 | 22.0% | $20.87万 | 重新持有 |
| ABNB | AIRBNB INC | $115.90万 | 0.11% | 8,096 | -60 | -0.7% | -$8,589 | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL | $115.80万 | 0.11% | 24,224 | -4,235 | -14.9% | -$20.24万 | 减仓 |
| CACC | CREDIT ACCEPTANCE CORP | $115.80万 | 0.11% | 1,819 | -609 | -25.1% | -$38.77万 | 减仓 |
| CART | MAPLEBEAR INC | $115.80万 | 0.11% | 24,447 | 24,447 | — | $115.80万 | 新建仓 |
| MPC | MARATHON PETROLEUM CORP | $115.70万 | 0.11% | 4,525 | 174 | 4.0% | $4.45万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $115.70万 | 0.11% | 6,492 | 217 | 3.5% | $3.87万 | 加仓 |
| COKE | COCA COLA CONSOLIDATED INC | $115.60万 | 0.11% | 6,056 | 597 | 10.9% | $11.40万 | 加仓 |
| TRV | TRAVELERS COS INC | $115.50万 | 0.11% | 3,500 | -61 | -1.7% | -$2.01万 | 减仓 |
| DECK | DECKERS OUTDOOR CORP | $115.40万 | 0.11% | 11,618 | 11,618 | — | $115.40万 | 新建仓 |
| TPR | TAPESTRY INC | $115.40万 | 0.11% | 7,881 | 7,881 | — | $115.40万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $115.30万 | 0.11% | 4,947 | -813 | -14.1% | -$18.95万 | 减仓 |
| — | QORVO INC | $115.30万 | 0.11% | 12,359 | 12,359 | — | $115.30万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $115.30万 | 0.11% | 4,506 | 634 | 16.4% | $16.22万 | 重新持有 |
| AMG | AFFILIATED MANAGERS GROUP | $115.00万 | 0.11% | 3,397 | -397 | -10.5% | -$13.44万 | 减仓 |
| LNG | CHENIERE ENERGY INC | $114.70万 | 0.11% | 4,799 | 1,264 | 35.8% | $30.21万 | 加仓 |
| ETSY | ETSY INC | $114.70万 | 0.11% | 15,220 | -4,683 | -23.5% | -$35.29万 | 重新持有 |
| LYFT | LYFT INC | $114.00万 | 0.11% | 78,004 | -2,628 | -3.3% | -$3.84万 | 减仓 |
| TKO | TKO GROUP HOLDINGS INC | $113.70万 | 0.11% | 5,649 | 466 | 9.0% | $9.38万 | 重新持有 |
| MA | Mastercard Inc | $109.40万 | 0.11% | 2,130 | 148 | 7.5% | $7.60万 | 加仓 |
| ABBV | ABBVIE INC | $109.40万 | 0.11% | 4,348 | 4,348 | — | $109.40万 | 新建仓 |
| UPS | UNITED PARCEL SERVICE | $105.70万 | 0.10% | 9,832 | 979 | 11.1% | $10.52万 | 加仓 |
| SWK | STANLEY BLACK & DECKER INC | $99.60万 | 0.10% | 10,581 | 1,092 | 11.5% | $10.28万 | 加仓 |
| ORCL | Oracle Corp | $98.30万 | 0.10% | 6,709 | 442 | 7.1% | $6.48万 | 加仓 |
| VWO | Vanguard | $97.40万 | 0.10% | 16,319 | -548 | -3.2% | -$3.27万 | 减仓 |
| GPC | GENUINE PARTS CO | $96.70万 | 0.10% | 8,200 | 1,664 | 25.5% | $19.62万 | 加仓 |
| IP | INTERNATIONAL PAPER CO | $93.90万 | 0.09% | 24,658 | 6,392 | 35.0% | $24.34万 | 加仓 |