Catawba River Capital
LAKE WYLIE SC · SEC CIK 0001843303
$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
26Q126Q2
前十大持仓 占组合比例
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 | 116 | 2.2% | $4,538 | 加仓 |
| DFAW | DIMENSIONAL WORLD EQUITY ETF | $27.57万 | 0.13% | 3,710 | 181 | 5.1% | $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 | 10,186 | 5.8% | $17.73万 | 加仓 |
| DBL | DOUBLELINE OPPORTUNISTIC CR FD COM | $384.27万 | 1.85% | 262,477 | 4,838 | 1.9% | $7.08万 | 加仓 |
| — | FULL HSE RESORTS INC COM | $402.30万 | 1.93% | 1,669,280 | 8,561 | 0.5% | $2.06万 | 加仓 |
| ROP | ROPER TECHNOLOGIES INC COM | $557.63万 | 2.68% | 15,669 | 1,001 | 6.8% | $35.62万 | 加仓 |
| GPGI | Composecure Inc | $660.51万 | 3.18% | 386,718 | 356,493 | 1,179.5% | $608.89万 | 加仓 |
| DSGR | DISTRIBUTION SOLUTIONS GRP INC COM | $663.86万 | 3.19% | 247,524 | 25,069 | 11.3% | $67.24万 | 加仓 |
| FSV | FIRSTSERVICE CORP NEW COM | $684.29万 | 3.29% | 49,528 | 589 | 1.2% | $8.14万 | 加仓 |
| CWST | CASELLA WASTE SYS INC CL A | $710.24万 | 3.41% | 87,102 | 1,179 | 1.4% | $9.61万 | 加仓 |
| DHR | DANAHER CORP DEL COM | $769.31万 | 3.70% | 40,322 | 111 | 0.3% | $2.12万 | 加仓 |
| SPXC | SPX Technologies | $794.49万 | 3.82% | 39,106 | 907 | 2.4% | $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 | 13,006 | 1.2% | $25.10万 | 加仓 |
| FBND | FIDELITY TOTAL BOND ETF | $2,294.28万 | 11.03% | 503,022 | 261,516 | 108.3% | $1,192.77万 | 加仓 |