SIH Partners, LLLP
Wilmington DE · SEC CIK 0001996244
$158.92亿2026Q2 申报市值
320持仓数
73.6%前十大占比 · 第一大 45.9%
135 / 122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
DRAM 新建仓+$9,420.34万
GOOGL 新建仓+$8,318.29万
GOOG 加仓+$5,346.48万
AAPL 加仓+$4,456.32万
AMZN 加仓+$4,303.49万
2026Q2 卖出最多 按季末市值估算
BABA 减仓-$3.25亿
EWY 减仓-$2.04亿
UBS 减仓-$1.49亿
EEM 清仓-$1.32亿
BHP 减仓-$1.20亿
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 |
|---|---|---|---|---|---|---|---|---|
| QUBT | QUANTUM COMPUTING INC | $0 | 0.00% | 0 | -40,412 | -100.0% | -$27.68万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -1,463 | -100.0% | -$26.82万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -24,238 | -100.0% | -$26.66万 | 清仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC 看跌期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$26.04万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -3,077 | -100.0% | -$25.16万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $0 | 0.00% | 0 | -1,008 | -100.0% | -$24.43万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | -1,382 | -100.0% | -$24.01万 | 清仓 |
| NTRA | NATERA INC | $0 | 0.00% | 0 | -1,127 | -100.0% | -$22.54万 | 清仓 |
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -5,359 | -100.0% | -$22.32万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -6,872 | -100.0% | -$21.67万 | 清仓 |
| LCID | LUCID GROUP INC | $0 | 0.00% | 0 | -22,474 | -100.0% | -$21.42万 | 清仓 |
| — | SPROTT FDS TR | $0 | 0.00% | 0 | -7,211 | -100.0% | -$21.12万 | 清仓 |
| — | DYNAMIX CORP | $0 | 0.00% | 0 | -19,628 | -100.0% | -$20.55万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -1,054 | -100.0% | -$20.33万 | 清仓 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | -2,732 | -100.0% | -$20.29万 | 清仓 |
| DCH | DAUCH CORP | $0 | 0.00% | 0 | -27,430 | -100.0% | -$16.27万 | 清仓 |
| RGTI | RIGETTI COMPUTING INC | $0 | 0.00% | 0 | -11,519 | -100.0% | -$16.17万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -10,600 | -100.0% | -$15.91万 | 清仓 |
| TRVI | TREVI THERAPEUTICS INC | $0 | 0.00% | 0 | -10,001 | -100.0% | -$11.93万 | 清仓 |
| CRMD | CORMEDIX INC | $0 | 0.00% | 0 | -10,345 | -100.0% | -$7.02万 | 清仓 |
| VZLA | VIZSLA SILVER CORP | $0 | 0.00% | 0 | -11,415 | -100.0% | -$3.77万 | 清仓 |
| — | OXFORD SQUARE CAP CORP | $0 | 0.00% | 0 | -14,109 | -100.0% | -$2.50万 | 清仓 |
| — | GOLDMINING INC | $1.07万 | 0.00% | 11,804 | 11,804 | — | $1.07万 | 新建仓 |
| IQ | IQIYI INC | $1.24万 | 0.00% | 11,900 | 0 | 0.0% | — | 不变 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $2.38万 | 0.00% | 14,887 | 0 | 0.0% | — | 不变 |
| — | OSISKO DEVELOPMENT CORP | $2.61万 | 0.00% | 10,603 | 10,603 | — | $2.61万 | 新建仓 |
| SLI | STANDARD LITHIUM CORP | $2.79万 | 0.00% | 10,158 | 10,158 | — | $2.79万 | 新建仓 |
| OPK | OPKO HEALTH INC | $3.45万 | 0.00% | 22,983 | 6,296 | 37.7% | $9,444 | 加仓 |
| — | LUFAX HOLDING LTD | $3.62万 | 0.00% | 27,400 | 0 | 0.0% | — | 不变 |
| — | ENDAVA PLC | $3.82万 | 0.00% | 13,505 | 0 | 0.0% | — | 不变 |
| LAC | LITHIUM AMERS CORP NEW | $4.29万 | 0.00% | 11,137 | -2,692 | -19.5% | -$1.04万 | 重新持有 |
| — | URANIUM RTY CORP | $4.52万 | 0.00% | 16,243 | 16,243 | — | $4.52万 | 新建仓 |
| NIO | NIO INC | $5.36万 | 0.00% | 10,600 | 0 | 0.0% | — | 不变 |
| HSLV | HIGHLANDER SILVER CORP | $6.43万 | 0.00% | 13,808 | 13,808 | — | $6.43万 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $7.40万 | 0.00% | 25,590 | 25,590 | — | $7.40万 | 新建仓 |
| EH | EHANG HLDGS LTD | $7.59万 | 0.00% | 11,588 | 11,588 | — | $7.59万 | 新建仓 |
| — | COMPUGEN LTD | $9.11万 | 0.00% | 42,585 | -4,246 | -9.1% | -$9,086 | 减仓 |
| ABSI | ABSCI CORPORATION | $12.66万 | 0.00% | 10,925 | 10,925 | — | $12.66万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $13.26万 | 0.00% | 24,598 | 24,598 | — | $13.26万 | 新建仓 |
| — | ISHARES TR | $15.41万 | 0.00% | 11,875 | 11,875 | — | $15.41万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $16.48万 | 0.00% | 114,467 | 15,032 | 15.1% | $2.16万 | 加仓 |
| HLIT | HARMONIC INC | $18.11万 | 0.00% | 11,090 | 11,090 | — | $18.11万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $19.84万 | 0.00% | 94,455 | 94,455 | — | $19.84万 | 新建仓 |
| TRI | THOMSON REUTERS CORP | $20.08万 | 0.00% | 2,459 | 2,459 | — | $20.08万 | 新建仓 |
| HAFN | HAFNIA LTD | $20.34万 | 0.00% | 30,627 | 7,556 | 32.8% | $5.02万 | 加仓 |
| MO | ALTRIA GROUP INC | $20.43万 | 0.00% | 2,840 | 2,840 | — | $20.43万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC 看涨期权 | $20.43万 | 0.00% | 2,000 | -2,000 | -50.0% | -$20.43万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $20.77万 | 0.00% | 4,637 | -1,363 | -22.7% | -$6.10万 | 减仓 |
| BA | BOEING CO | $20.89万 | 0.00% | 965 | -6,838 | -87.6% | -$148.02万 | 重新持有 |
| QBTS | D-WAVE QUANTUM INC | $20.98万 | 0.00% | 8,744 | -44,812 | -83.7% | -$107.50万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $21.62万 | 0.00% | 24,435 | 24,435 | — | $21.62万 | 新建仓 |
| OR | OR ROYALTIES INC. | $21.92万 | 0.00% | 6,930 | 6,930 | — | $21.92万 | 新建仓 |
| SIL | GLOBAL X FDS | $22.32万 | 0.00% | 2,881 | -38,881 | -93.1% | -$301.17万 | 减仓 |
| GLOB | GLOBANT S A | $22.83万 | 0.00% | 7,888 | 7,888 | — | $22.83万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $23.05万 | 0.00% | 39,742 | -13,239 | -25.0% | -$7.68万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.95万 | 0.00% | 1,633 | 1,633 | — | $23.95万 | 新建仓 |
| PMTR | PERIMETER ACQUISITION CORP I | $23.97万 | 0.00% | 23,028 | -4,117 | -15.2% | -$4.29万 | 减仓 |
| GNTX | GENTEX CORP | $24.58万 | 0.00% | 9,727 | 9,727 | — | $24.58万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $25.08万 | 0.00% | 40,131 | 40,131 | — | $25.08万 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR | $25.13万 | 0.00% | 5,013 | 5,013 | — | $25.13万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $26.34万 | 0.00% | 1,678 | 1,678 | — | $26.34万 | 新建仓 |
| EXPO | EXPONENT INC | $26.36万 | 0.00% | 4,486 | 4,486 | — | $26.36万 | 新建仓 |
| URA | GLOBAL X FDS | $26.62万 | 0.00% | 6,092 | 6,092 | — | $26.62万 | 新建仓 |
| RUM | RUM GROUP INC | $26.65万 | 0.00% | 42,039 | 2,251 | 5.7% | $1.43万 | 加仓 |
| CVX | CHEVRON CORPORATION | $26.87万 | 0.00% | 1,621 | 1,621 | — | $26.87万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $27.09万 | 0.00% | 4,317 | 4,317 | — | $27.09万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $27.29万 | 0.00% | 279 | 279 | — | $27.29万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $28.34万 | 0.00% | 18,632 | 18,632 | — | $28.34万 | 新建仓 |
| WOLF | WOLFSPEED INC | $28.95万 | 0.00% | 6,000 | 6,000 | — | $28.95万 | 新建仓 |
| BAP | CREDICORP LTD | $29.41万 | 0.00% | 755 | 755 | — | $29.41万 | 新建仓 |
| AAUC | ALLIED GOLD CORP | $29.64万 | 0.00% | 12,463 | 12,463 | — | $29.64万 | 新建仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $30.68万 | 0.00% | 18,824 | 18,824 | — | $30.68万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $30.76万 | 0.00% | 5,456 | 5,456 | — | $30.76万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $31.49万 | 0.00% | 1,669 | 1,669 | — | $31.49万 | 新建仓 |
| B | BARRICK MNG CORP | $31.72万 | 0.00% | 8,637 | 8,637 | — | $31.72万 | 新建仓 |
| GRAB | GRAB HOLDINGS LIMITED | $31.92万 | 0.00% | 84,661 | 0 | 0.0% | — | 不变 |
| BX | BLACKSTONE INC | $32.19万 | 0.00% | 2,736 | -49,264 | -94.7% | -$579.69万 | 减仓 |
| ARIS | ARIS MINING CORPORATION | $32.56万 | 0.00% | 21,839 | 21,839 | — | $32.56万 | 新建仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $32.59万 | 0.00% | 2,907 | 2,907 | — | $32.59万 | 新建仓 |
| SNY | SANOFI SA | $34.52万 | 0.00% | 8,092 | -920 | -10.2% | -$3.92万 | 减仓 |
| AGG | ISHARES TR | $35.83万 | 0.00% | 3,620 | 0 | 0.0% | — | 不变 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $36.02万 | 0.00% | 1,800 | -700 | -28.0% | -$14.01万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.43万 | 0.00% | 728 | 728 | — | $36.43万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $36.57万 | 0.00% | 4,701 | 4,701 | — | $36.57万 | 新建仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $36.79万 | 0.00% | 6,296 | 6,296 | — | $36.79万 | 新建仓 |
| AME | AMETEK INC | $37.31万 | 0.00% | 1,542 | 0 | 0.0% | — | 不变 |
| KTB | KONTOOR BRANDS INC | $38.34万 | 0.00% | 4,601 | 4,601 | — | $38.34万 | 新建仓 |
| FSM | FORTUNA MNG CORP | $39.55万 | 0.00% | 46,801 | 46,801 | — | $39.55万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $39.95万 | 0.00% | 3,910 | -19,561 | -83.3% | -$199.85万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $39.98万 | 0.00% | 7,434 | 7,434 | — | $39.98万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $40.25万 | 0.00% | 12,941 | 12,941 | — | $40.25万 | 新建仓 |
| ONDS | ONDAS INC | $41.29万 | 0.00% | 50,109 | 50,109 | — | $41.29万 | 新建仓 |
| NN | NEXTNAV INC | $42.48万 | 0.00% | 23,824 | 23,824 | — | $42.48万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $42.56万 | 0.00% | 1,633 | -164 | -9.1% | -$4.27万 | 减仓 |
| ETN | EATON CORP PLC | $42.91万 | 0.00% | 1,007 | 1,007 | — | $42.91万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $43.66万 | 0.00% | 10,682 | -18,146 | -62.9% | -$74.16万 | 减仓 |
| NET | CLOUDFLARE INC | $43.86万 | 0.00% | 1,788 | 1,788 | — | $43.86万 | 新建仓 |
| NVS | NOVARTIS AG | $45.50万 | 0.00% | 2,903 | 0 | 0.0% | — | 不变 |
| LMND | LEMONADE INC | $45.63万 | 0.00% | 7,015 | 7,015 | — | $45.63万 | 新建仓 |
| EWW | ISHARES INC | $46.62万 | 0.00% | 6,194 | -1,260 | -16.9% | -$9.48万 | 减仓 |