13F 机构持仓

Catawba River Capital

LAKE WYLIE SC · SEC CIK 0001843303

2026Q22026Q1 更早 9 个季度 🔒
$2.08亿2026Q1 申报市值
24持仓数
70.4%前十大占比 · 第一大 11.0%
2 / 0新建仓 / 清仓
申报市值走势$2.23亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

FBND 11.0%
QXO 10.6%
GLD 9.0%
ROAD 7.5%
PRM 7.5%
REGN 6.3%
HEI/A 5.4%
GHM 4.6%
SCI 4.5%
CDRE 4.0%

2026Q1 买入最多 按季末市值估算

FBND 加仓+$1,192.77万
GHM 新建仓+$963.51万
GPGI 加仓+$608.89万
SIMPLIFY INTERES 新建仓+$102.07万
DSGR 加仓+$67.24万

2026Q1 卖出最多 按季末市值估算

GLD 减仓-$1,316.19万
REGN 减仓-$976.74万
ROAD 减仓-$961.88万
CDRE 减仓-$640.24万
IAU 减仓-$25.56万

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
— DIMENSIONAL U.S. CORE EQUITY 2 ETF $21.31万0.10%5,446 1162.2% $4,538 加仓
DFAW DIMENSIONAL WORLD EQUITY ETF $27.57万0.13%3,710 1815.1% $1.35万 加仓
IAU ISHARES GOLD TRUST $52.89万0.25%5,898 -2,850-32.6% -$25.56万 减仓
— SIMPLIFY INTEREST RATE HEDGE ETF $102.07万0.49%22,434 22,434— $102.07万 新建仓
PDI PIMCO DYNAMIC INCOME FD SHS $322.60万1.55%185,297 10,1865.8% $17.73万 加仓
DBL DOUBLELINE OPPORTUNISTIC CR FD COM $384.27万1.85%262,477 4,8381.9% $7.08万 加仓
— FULL HSE RESORTS INC COM $402.30万1.93%1,669,280 8,5610.5% $2.06万 加仓
ROP ROPER TECHNOLOGIES INC COM $557.63万2.68%15,669 1,0016.8% $35.62万 加仓
GPGI Composecure Inc $660.51万3.18%386,718 356,4931,179.5% $608.89万 加仓
DSGR DISTRIBUTION SOLUTIONS GRP INC COM $663.86万3.19%247,524 25,06911.3% $67.24万 加仓
FSV FIRSTSERVICE CORP NEW COM $684.29万3.29%49,528 5891.2% $8.14万 加仓
CWST CASELLA WASTE SYS INC CL A $710.24万3.41%87,102 1,1791.4% $9.61万 加仓
DHR DANAHER CORP DEL COM $769.31万3.70%40,322 1110.3% $2.12万 加仓
SPXC SPX Technologies $794.49万3.82%39,106 9072.4% $18.43万 加仓
CDRE CADRE HOLDINGS $837.44万4.03%260,318 -199,018-43.3% -$640.24万 减仓
SCI SERVICE CORP INTL COM $931.60万4.48%112,430 -174-0.2% -$1.44万 减仓
GHM GRAHAM CORP COM $963.51万4.63%117,716 117,716— $963.51万 新建仓
HEI/A HEICO CORP NEW CL A $1,130.64万5.44%53,236 -28-0.1% -$5,947 减仓
REGN REGENERON PHARMACEUTICALS COM $1,304.14万6.27%16,778 -12,566-42.8% -$976.74万 减仓
PRM PERIMETER SOLUTIONS INC COMMON STOCK $1,551.17万7.46%599,371 -1,525-0.3% -$3.95万 减仓
ROAD CONSTRUCTION PARTNERS INC COM CL A $1,561.54万7.51%138,312 -85,197-38.1% -$961.88万 减仓
GLD SPDR GOLD SHARES $1,869.03万8.99%42,689 -30,062-41.3% -$1,316.19万 减仓
QXO QXO INC COM NEW $2,203.71万10.59%1,141,820 13,0061.2% $25.10万 加仓
FBND FIDELITY TOTAL BOND ETF $2,294.28万11.03%503,022 261,516108.3% $1,192.77万 加仓