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 |
|---|---|---|---|---|---|---|---|---|
| AIOT | POWERFLEET INC | $22.05万 | 0.07% | 57,570 | 0 | 0.0% | — | 不变 |
| DVN | DEVON ENERGY CORP NEW | $20.83万 | 0.06% | 5,040 | 5,040 | — | $20.83万 | 新建仓 |
| CAT | CATERPILLAR INC | $20.77万 | 0.06% | 195 | 195 | — | $20.77万 | 新建仓 |
| BAC | BANK OF AMER CORP | $20.33万 | 0.06% | 3,568 | 3,568 | — | $20.33万 | 新建仓 |
| SSD | SIMPSON MFG INC | $20.27万 | 0.06% | 968 | 968 | — | $20.27万 | 新建仓 |
| ALLY | ALLY FINL INC | $20.16万 | 0.06% | 4,387 | 4,387 | — | $20.16万 | 新建仓 |
| ARCC | ARES CAPITAL CORP | $19.85万 | 0.06% | 10,712 | 10,712 | — | $19.85万 | 新建仓 |
| ABEO | ABEONA THERAPEUTICS INC | $15.02万 | 0.04% | 24,304 | 5,238 | 27.5% | $3.24万 | 加仓 |
| — | AMERICAN VANGUARD CORP | $6.87万 | 0.02% | 24,553 | 0 | 0.0% | — | 不变 |
| 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 |