Riverwater Partners LLC
Milwaukee WI · SEC CIK 0001882572
$3.37亿2026Q2 申报市值
209持仓数
23.3%前十大占比 · 第一大 5.2%
24 / 30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
STVN 新建仓+$447.15万
NTCT 加仓+$385.47万
PDFS 新建仓+$317.61万
IDCC 加仓+$219.51万
MIDD 新建仓+$204.98万
2026Q2 卖出最多 按季末市值估算
VECO 减仓-$872.43万
TGLS 清仓-$340.90万
ADEA 减仓-$237.07万
LPX 减仓-$210.99万
SNEX 减仓-$201.41万
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 |
|---|---|---|---|---|---|---|---|---|
| TGLS | TECNOGLASS INC | $0 | 0.00% | 0 | -76,520 | -100.0% | -$340.90万 | 清仓 |
| CRL | CHARLES RIV LABS INTL INC | $0 | 0.00% | 0 | -9,292 | -100.0% | -$160.29万 | 清仓 |
| — | LEGGETT & PLATT INC | $0 | 0.00% | 0 | -117,224 | -100.0% | -$115.82万 | 清仓 |
| WRBY | WARBY PARKER INC | $0 | 0.00% | 0 | -46,759 | -100.0% | -$98.52万 | 清仓 |
| GOOS | CANADA GOOSE HLDGS INC | $0 | 0.00% | 0 | -77,406 | -100.0% | -$84.91万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -1,476 | -100.0% | -$73.75万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -4,390 | -100.0% | -$55.47万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -2,935 | -100.0% | -$52.85万 | 清仓 |
| VRSK | VERISK ANALYTICS INC | $0 | 0.00% | 0 | -2,551 | -100.0% | -$48.41万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -6,514 | -100.0% | -$46.46万 | 清仓 |
| — | HOLOGIC INC | $0 | 0.00% | 0 | -5,172 | -100.0% | -$39.10万 | 清仓 |
| ZTS | ZOETIS INC | $0 | 0.00% | 0 | -3,242 | -100.0% | -$38.32万 | 清仓 |
| VRSN | VERISIGN INC | $0 | 0.00% | 0 | -1,543 | -100.0% | -$38.32万 | 清仓 |
| ESML | ISHARES TR | $0 | 0.00% | 0 | -7,995 | -100.0% | -$37.59万 | 清仓 |
| FCFS | FIRSTCASH HOLDINGS INC | $0 | 0.00% | 0 | -1,992 | -100.0% | -$37.45万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -854 | -100.0% | -$36.32万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,092 | -100.0% | -$35.03万 | 清仓 |
| ARW | ARROW ELECTRS INC | $0 | 0.00% | 0 | -2,244 | -100.0% | -$32.18万 | 清仓 |
| NKE | NIKE INC | $0 | 0.00% | 0 | -5,510 | -100.0% | -$29.10万 | 清仓 |
| FANG | DIAMONDBACK ENERGY INC | $0 | 0.00% | 0 | -1,452 | -100.0% | -$28.72万 | 清仓 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -1,551 | -100.0% | -$26.90万 | 清仓 |
| AMT | AMERICAN TOWER CORP | $0 | 0.00% | 0 | -1,552 | -100.0% | -$26.78万 | 清仓 |
| XYL | XYLEM INC | $0 | 0.00% | 0 | -2,138 | -100.0% | -$25.55万 | 清仓 |
| UTI | UNIVERSAL TECHNICAL INST INC | $0 | 0.00% | 0 | -6,987 | -100.0% | -$25.22万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -1,962 | -100.0% | -$24.38万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -6,853 | -100.0% | -$24.08万 | 清仓 |
| IRMD | IRADIMED CORP | $0 | 0.00% | 0 | -2,285 | -100.0% | -$22.00万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -2,408 | -100.0% | -$20.75万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -2,639 | -100.0% | -$20.34万 | 清仓 |
| — | URANIUM RTY CORP | $0 | 0.00% | 0 | -12,519 | -100.0% | -$4.57万 | 清仓 |
| — | AMERICAN VANGUARD CORP | $6.87万 | 0.02% | 24,553 | 0 | 0.0% | — | 不变 |
| ABEO | ABEONA THERAPEUTICS INC | $15.02万 | 0.04% | 24,304 | 5,238 | 27.5% | $3.24万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $19.85万 | 0.06% | 10,712 | 10,712 | — | $19.85万 | 新建仓 |
| ALLY | ALLY FINL INC | $20.16万 | 0.06% | 4,387 | 4,387 | — | $20.16万 | 新建仓 |
| SSD | SIMPSON MFG INC | $20.27万 | 0.06% | 968 | 968 | — | $20.27万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.33万 | 0.06% | 3,568 | 3,568 | — | $20.33万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.77万 | 0.06% | 195 | 195 | — | $20.77万 | 新建仓 |
| DVN | DEVON ENERGY CORP NEW | $20.83万 | 0.06% | 5,040 | 5,040 | — | $20.83万 | 新建仓 |
| AIOT | POWERFLEET INC | $22.05万 | 0.07% | 57,570 | 0 | 0.0% | — | 不变 |
| CVSB | MORGAN STANLEY ETF TRUST | $23.30万 | 0.07% | 4,602 | -255 | -5.3% | -$1.29万 | 减仓 |
| AMAT | APPLIED MATLS INC | $23.35万 | 0.07% | 323 | 323 | — | $23.35万 | 新建仓 |
| CBRE | CBRE GROUP INC | $24.14万 | 0.07% | 1,792 | -52 | -2.8% | -$7,004 | 减仓 |
| MAMA | MAMAS CREATIONS INC | $24.54万 | 0.07% | 12,407 | -2,853 | -18.7% | -$5.64万 | 减仓 |
| CVX | CHEVRON CORPORATION | $24.70万 | 0.07% | 1,490 | 268 | 21.9% | $4.44万 | 加仓 |
| INTU | INTUIT | $24.87万 | 0.07% | 953 | -1,047 | -52.3% | -$27.33万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $25.24万 | 0.07% | 1,845 | 82 | 4.7% | $1.12万 | 加仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $25.40万 | 0.08% | 4,627 | -88 | -1.9% | -$4,831 | 重新持有 |
| NULG | NUSHARES ETF TR | $25.89万 | 0.08% | 2,212 | -53 | -2.3% | -$6,204 | 减仓 |
| SCHB | SCHWAB STRATEGIC TR | $25.95万 | 0.08% | 8,961 | -500 | -5.3% | -$1.45万 | 减仓 |
| ACWX | ISHARES TR | $26.04万 | 0.08% | 3,422 | -130 | -3.7% | -$9,894 | 减仓 |
| ABBV | ABBVIE INC | $26.15万 | 0.08% | 1,039 | 1,039 | — | $26.15万 | 新建仓 |
| CEG | CONSTELLATION ENERGY CORP | $26.18万 | 0.08% | 1,054 | -39 | -3.6% | -$9,686 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $26.54万 | 0.08% | 10,262 | 2,680 | 35.3% | $6.93万 | 加仓 |
| CNM | CORE & MAIN INC | $26.75万 | 0.08% | 5,544 | 15 | 0.3% | $724 | 加仓 |
| BLK | BLACKROCK INC | $27.50万 | 0.08% | 286 | 22 | 8.3% | $2.12万 | 加仓 |
| DCI | DONALDSON INC | $27.68万 | 0.08% | 3,083 | 15 | 0.5% | $1,347 | 加仓 |
| CCJ | CAMECO CORP | $27.76万 | 0.08% | 2,725 | -109 | -3.8% | -$1.11万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $27.97万 | 0.08% | 563 | 38 | 7.2% | $1.89万 | 加仓 |
| HURN | HURON CONSULTING GROUP INC | $28.16万 | 0.08% | 3,123 | 1,107 | 54.9% | $9.98万 | 加仓 |
| SLB | SLB LIMITED | $28.27万 | 0.08% | 6,081 | -2,352 | -27.9% | -$10.93万 | 重新持有 |
| TJX | TJX COS INC NEW | $28.57万 | 0.08% | 1,886 | -2,645 | -58.4% | -$40.07万 | 减仓 |
| INTC | INTEL CORP | $29.21万 | 0.09% | 2,092 | 2,092 | — | $29.21万 | 新建仓 |
| HLI | HOULIHAN LOKEY INC | $30.68万 | 0.09% | 2,287 | 535 | 30.5% | $7.18万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $32.07万 | 0.10% | 467 | -1 | -0.2% | -$687 | 减仓 |
| LPX | LOUISIANA PAC CORP | $32.60万 | 0.10% | 4,145 | -26,825 | -86.6% | -$210.99万 | 减仓 |
| WTM | WHITE MTNS INS GROUP LTD | $32.76万 | 0.10% | 158 | -26 | -14.1% | -$5.39万 | 减仓 |
| OC | OWENS CORNING NEW | $33.19万 | 0.10% | 2,088 | -83 | -3.8% | -$1.32万 | 减仓 |
| FSLR | FIRST SOLAR INC | $33.77万 | 0.10% | 1,431 | -51 | -3.4% | -$1.20万 | 减仓 |
| APD | AIR PRODUCTS AND CHEMICALS I | $33.95万 | 0.10% | 1,158 | 1,158 | — | $33.95万 | 新建仓 |
| NULV | NUSHARES ETF TR | $34.04万 | 0.10% | 6,809 | -130 | -1.9% | -$6,499 | 减仓 |
| FCN | FTI CONSULTING INC | $34.27万 | 0.10% | 2,300 | 526 | 29.7% | $7.84万 | 加仓 |
| VV | VANGUARD INDEX FDS | $34.29万 | 0.10% | 997 | 0 | 0.0% | — | 不变 |
| EXC | EXELON CORP | $34.32万 | 0.10% | 7,362 | -75 | -1.0% | -$3,496 | 减仓 |
| FMS | FRESENIUS MEDICAL CARE AG | $34.61万 | 0.10% | 15,306 | 0 | 0.0% | — | 不变 |
| HSIC | SCHEIN HENRY INC | $34.90万 | 0.10% | 4,179 | 4 | 0.1% | $334 | 加仓 |
| PRI | PRIMERICA INC | $36.38万 | 0.11% | 1,280 | -209 | -14.0% | -$5.94万 | 减仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $36.40万 | 0.11% | 2,957 | -1,453 | -32.9% | -$17.89万 | 减仓 |
| TEL | TE CONNECTIVITY PLC | $36.51万 | 0.11% | 1,811 | -209 | -10.3% | -$4.21万 | 减仓 |
| CVCO | CAVCO INDS INC DEL | $36.62万 | 0.11% | 596 | 0 | 0.0% | — | 不变 |
| EL | LAUDER ESTEE COS INC | $36.74万 | 0.11% | 4,654 | -134 | -2.8% | -$1.06万 | 减仓 |
| MWA | MUELLER WTR PRODS INC | $37.08万 | 0.11% | 14,356 | 5,028 | 53.9% | $12.99万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $37.92万 | 0.11% | 2,855 | 107 | 3.9% | $1.42万 | 加仓 |
| — | EXXON MOBIL CORP | $38.58万 | 0.11% | 2,822 | 448 | 18.9% | $6.13万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $39.10万 | 0.12% | 673 | 673 | — | $39.10万 | 新建仓 |
| HD | HOME DEPOT INC | $39.61万 | 0.12% | 1,123 | 258 | 29.8% | $9.10万 | 加仓 |
| ECL | ECOLAB INC | $40.18万 | 0.12% | 1,442 | -1,289 | -47.2% | -$35.91万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $40.62万 | 0.12% | 2,391 | 132 | 5.8% | $2.24万 | 加仓 |
| EQT | EQT CORP | $40.66万 | 0.12% | 7,647 | -253 | -3.2% | -$1.35万 | 减仓 |
| — | GATES INDL CORP PLC | $41.51万 | 0.12% | 14,842 | 83 | 0.6% | $2,322 | 加仓 |
| RACE | FERRARI N V | $41.77万 | 0.12% | 1,122 | 1,122 | — | $41.77万 | 新建仓 |
| STE | STERIS PLC | $41.78万 | 0.12% | 1,984 | -70 | -3.4% | -$1.47万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $41.91万 | 0.12% | 836 | -1,529 | -64.7% | -$76.66万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $42.53万 | 0.13% | 4,687 | 4,687 | — | $42.53万 | 新建仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $43.51万 | 0.13% | 6,288 | 58 | 0.9% | $4,013 | 加仓 |
| ATR | APTARGROUP INC | $43.58万 | 0.13% | 3,481 | 748 | 27.4% | $9.36万 | 加仓 |
| UYLD | ANGEL OAK FUNDS TRUST | $44.37万 | 0.13% | 8,699 | -545 | -5.9% | -$2.78万 | 减仓 |
| PCAR | PACCAR INC | $45.07万 | 0.13% | 3,752 | -43 | -1.1% | -$5,165 | 减仓 |
| UNP | UNION PAC CORP | $45.15万 | 0.13% | 1,660 | 23 | 1.4% | $6,256 | 加仓 |
| DLTR | DOLLAR TREE INC | $45.22万 | 0.13% | 3,739 | 8 | 0.2% | $968 | 加仓 |
| OMF | ONEMAIN HLDGS INC | $45.34万 | 0.13% | 7,437 | 1,641 | 28.3% | $10.01万 | 加仓 |