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 |
|---|---|---|---|---|---|---|---|---|
| GFI | GOLD FIELDS LTD | $47.09万 | 0.00% | 14,019 | 14,019 | — | $47.09万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $47.17万 | 0.00% | 17,398 | 17,398 | — | $47.17万 | 新建仓 |
| ORA | ORMAT TECHNOLOGIES INC | $49.09万 | 0.00% | 4,508 | 4,508 | — | $49.09万 | 新建仓 |
| BNTX | BIONTECH SE | $49.32万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC | $49.60万 | 0.00% | 1,399 | -801 | -36.4% | -$28.40万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $50.97万 | 0.00% | 8,138 | 8,138 | — | $50.97万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $51.96万 | 0.00% | 3,083 | 0 | 0.0% | — | 不变 |
| BOTZ | GLOBAL X FDS | $52.96万 | 0.00% | 13,959 | 13,959 | — | $52.96万 | 新建仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $53.25万 | 0.00% | 3,594 | -2,098 | -36.9% | -$31.08万 | 减仓 |
| PM | PHILIP MORRIS INTL INC | $53.71万 | 0.00% | 2,969 | -27,042 | -90.1% | -$489.22万 | 减仓 |
| — | ORLA MNG LTD NEW | $54.95万 | 0.00% | 56,131 | 56,131 | — | $54.95万 | 新建仓 |
| IONQ | IONQ INC | $56.78万 | 0.00% | 10,660 | -75,268 | -87.6% | -$400.88万 | 重新持有 |
| AXTI | AXT INC | $57.63万 | 0.00% | 7,995 | 7,995 | — | $57.63万 | 新建仓 |
| OUST | OUSTER INC | $57.81万 | 0.00% | 9,247 | 9,247 | — | $57.81万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $58.16万 | 0.00% | 36,674 | 36,674 | — | $58.16万 | 新建仓 |
| BIO | BIO RAD LABS INC | $58.72万 | 0.00% | 2,000 | 2,000 | — | $58.72万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.67万 | 0.00% | 6,588 | 6,588 | — | $60.67万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $61.27万 | 0.00% | 2,253 | -6,426 | -74.0% | -$174.75万 | 重新持有 |
| XOP | SPDR SERIES TRUST | $61.70万 | 0.00% | 4,000 | 4,000 | — | $61.70万 | 新建仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $61.94万 | 0.00% | 1,349 | 652 | 93.5% | $29.94万 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $65.50万 | 0.00% | 8,756 | -177,499 | -95.3% | -$1,327.87万 | 减仓 |
| QQQ | INVESCO QQQ TR | $65.61万 | 0.00% | 891 | -83 | -8.5% | -$6.11万 | 减仓 |
| ALK | ALASKA AIR GROUP INC | $67.22万 | 0.00% | 12,877 | 12,877 | — | $67.22万 | 新建仓 |
| TTAM | TITAN AMER SA | $68.81万 | 0.00% | 36,873 | 0 | 0.0% | — | 不变 |
| CRBG | COREBRIDGE FINL INC | $70.87万 | 0.00% | 24,755 | 24,755 | — | $70.87万 | 新建仓 |
| LH | LABCORP HOLDINGS INC | $73.95万 | 0.00% | 2,641 | 2,641 | — | $73.95万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $74.02万 | 0.00% | 24,398 | 17,498 | 253.6% | $53.09万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $74.03万 | 0.00% | 23,810 | 23,810 | — | $74.03万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $74.07万 | 0.00% | 6,449 | 2,106 | 48.5% | $24.19万 | 加仓 |
| CRM | SALESFORCE INC | $74.65万 | 0.00% | 4,765 | 4,765 | — | $74.65万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $75.16万 | 0.00% | 16,578 | 16,578 | — | $75.16万 | 新建仓 |
| ARGT | GLOBAL X FDS | $75.20万 | 0.00% | 8,237 | 8,237 | — | $75.20万 | 新建仓 |
| ING | ING GROEP N.V. | $77.82万 | 0.00% | 24,800 | 0 | 0.0% | — | 不变 |
| TKR | TIMKEN CO | $80.04万 | 0.01% | 5,508 | 2,600 | 89.4% | $37.78万 | 加仓 |
| SAP | SAP SE | $81.52万 | 0.01% | 5,290 | 3,282 | 163.4% | $50.58万 | 重新持有 |
| CTVA | CORTEVA INC | $81.73万 | 0.01% | 9,650 | 9,650 | — | $81.73万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $81.82万 | 0.01% | 9,665 | 9,665 | — | $81.82万 | 新建仓 |
| TEL | TE CONNECTIVITY PLC | $82.62万 | 0.01% | 4,098 | 4,098 | — | $82.62万 | 新建仓 |
| OKLO | OKLO INC | $83.73万 | 0.01% | 16,000 | -37,454 | -70.1% | -$196.00万 | 重新持有 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $88.43万 | 0.01% | 13,382 | 13,382 | — | $88.43万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $90.66万 | 0.01% | 31,788 | 31,788 | — | $90.66万 | 新建仓 |
| ARGX | ARGENX SE 看涨期权 | $92.78万 | 0.01% | 1,000 | -2,000 | -66.7% | -$185.55万 | 减仓 |
| EQX | EQUINOX GOLD CORP | $97.49万 | 0.01% | 100,295 | 82,009 | 448.5% | $79.71万 | 加仓 |
| EPAM | EPAM SYS INC | $98.74万 | 0.01% | 12,444 | 10,566 | 562.6% | $83.84万 | 加仓 |
| ONON | ON HLDG AG | $98.96万 | 0.01% | 27,940 | 27,940 | — | $98.96万 | 新建仓 |
| QTUM | ETF SER SOLUTIONS | $99.41万 | 0.01% | 6,011 | 6,011 | — | $99.41万 | 新建仓 |
| STM | STMICROELECTRONICS N V | $99.72万 | 0.01% | 13,316 | -18,938 | -58.7% | -$141.83万 | 减仓 |
| RRX | REGAL REXNORD CORPORATION | $102.87万 | 0.01% | 4,319 | 0 | 0.0% | — | 不变 |
| NVMI | NOVA LTD | $104.35万 | 0.01% | 1,922 | 1,922 | — | $104.35万 | 新建仓 |
| PVH | PVH CORPORATION | $105.28万 | 0.01% | 14,177 | -1,478 | -9.4% | -$10.98万 | 减仓 |
| IAG | IAMGOLD CORP | $106.92万 | 0.01% | 67,502 | 67,502 | — | $106.92万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $107.87万 | 0.01% | 44,082 | -3,212,583 | -98.6% | -$7,861.19万 | 减仓 |
| IDXX | IDEXX LABS INC | $109.55万 | 0.01% | 2,081 | 2,081 | — | $109.55万 | 新建仓 |
| BTG | B2GOLD CORP | $110.20万 | 0.01% | 294,649 | 281,437 | 2,130.2% | $105.26万 | 加仓 |
| AVAV | AEROVIRONMENT INC | $112.46万 | 0.01% | 6,813 | -11,834 | -63.5% | -$195.34万 | 减仓 |
| RBRK | RUBRIK INC. | $114.40万 | 0.01% | 14,250 | -15,229 | -51.7% | -$122.26万 | 减仓 |
| SE | SEA LTD | $114.83万 | 0.01% | 11,983 | -502 | -4.0% | -$4.81万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $120.67万 | 0.01% | 22,000 | -53,691 | -70.9% | -$294.50万 | 减仓 |
| EWZ | ISHARES INC | $123.92万 | 0.01% | 35,920 | 35,920 | — | $123.92万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $124.19万 | 0.01% | 8,519 | 0 | 0.0% | — | 不变 |
| ARGX | ARGENX SE | $131.56万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| RL | RALPH LAUREN CORP | $134.79万 | 0.01% | 3,358 | -975 | -22.5% | -$39.14万 | 减仓 |
| BE | BLOOM ENERGY CORP | $136.22万 | 0.01% | 4,500 | -21,879 | -82.9% | -$662.28万 | 重新持有 |
| ASTS | AST SPACEMOBILE INC | $138.23万 | 0.01% | 15,556 | 15,556 | — | $138.23万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $141.57万 | 0.01% | 173,278 | 173,278 | — | $141.57万 | 新建仓 |
| KEN | KENON HLDGS LTD | $145.50万 | 0.01% | 21,762 | 21,762 | — | $145.50万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $145.74万 | 0.01% | 14,703 | 14,703 | — | $145.74万 | 新建仓 |
| EAT | BRINKER INTL INC | $147.08万 | 0.01% | 8,755 | 8,755 | — | $147.08万 | 新建仓 |
| SMCI | SUPER MICRO COMPUTER INC | $147.37万 | 0.01% | 50,247 | 9,875 | 24.5% | $28.96万 | 加仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $150.61万 | 0.01% | 15,050 | 4,616 | 44.2% | $46.19万 | 加仓 |
| HUBS | HUBSPOT INC | $151.01万 | 0.01% | 8,274 | 8,274 | — | $151.01万 | 新建仓 |
| KORU | DIREXION SHARES ETF TRUST | $153.61万 | 0.01% | 1,966 | 1,966 | — | $153.61万 | 新建仓 |
| XLE | SELECT SECTOR SPDR TR | $154.02万 | 0.01% | 29,000 | -24,881 | -46.2% | -$132.14万 | 减仓 |
| FRO | FRONTLINE PLC | $165.97万 | 0.01% | 47,705 | 4,382 | 10.1% | $15.24万 | 加仓 |
| CRWV | COREWEAVE INC | $170.22万 | 0.01% | 17,101 | -17,092 | -50.0% | -$170.13万 | 重新持有 |
| ACN | ACCENTURE PLC IRELAND | $171.71万 | 0.01% | 13,799 | 13,799 | — | $171.71万 | 新建仓 |
| VSAT | VIASAT INC | $179.62万 | 0.01% | 20,000 | 20,000 | — | $179.62万 | 新建仓 |
| COHR | COHERENT CORP | $183.67万 | 0.01% | 4,656 | -4,425 | -48.7% | -$174.55万 | 减仓 |
| IGV | ISHARES TR | $184.75万 | 0.01% | 20,392 | 20,392 | — | $184.75万 | 新建仓 |
| AS | AMER SPORTS INC | $187.23万 | 0.01% | 55,328 | 55,328 | — | $187.23万 | 新建仓 |
| AU | ANGLOGOLD ASHANTI PLC | $192.31万 | 0.01% | 23,774 | 9,071 | 61.7% | $73.38万 | 加仓 |
| ALAB | ASTERA LABS INC | $193.21万 | 0.01% | 4,000 | 1,323 | 49.4% | $63.90万 | 重新持有 |
| KGC | KINROSS GOLD CORP | $193.93万 | 0.01% | 82,103 | 82,103 | — | $193.93万 | 新建仓 |
| SMH | VANECK ETF TRUST | $202.60万 | 0.01% | 3,089 | 3,089 | — | $202.60万 | 新建仓 |
| ABVX | ABIVAX SA | $207.41万 | 0.01% | 15,564 | 15,564 | — | $207.41万 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC 看涨期权 | $209.47万 | 0.01% | 28,000 | -13,000 | -31.7% | -$97.25万 | 减仓 |
| MNDY | MONDAY COM LTD | $213.70万 | 0.01% | 29,520 | 29,520 | — | $213.70万 | 新建仓 |
| MRNA | MODERNA INC | $216.00万 | 0.01% | 30,844 | 3,898 | 14.5% | $27.30万 | 加仓 |
| QGEN | QIAGEN NV | $223.82万 | 0.01% | 57,242 | 22,824 | 66.3% | $89.24万 | 加仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $225.68万 | 0.01% | 620,000 | 620,000 | — | $225.68万 | 新建仓 |
| IOT | SAMSARA INC | $229.22万 | 0.01% | 70,680 | 70,680 | — | $229.22万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $236.27万 | 0.01% | 10,269 | 10,269 | — | $236.27万 | 新建仓 |
| CAMT | CAMTEK LTD | $241.61万 | 0.02% | 14,812 | 11,053 | 294.0% | $180.30万 | 加仓 |
| TE | T1 ENERGY INC | $267.60万 | 0.02% | 282,275 | 282,275 | — | $267.60万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $269.96万 | 0.02% | 109,962 | 109,962 | — | $269.96万 | 新建仓 |
| WSE | WISE GROUP PLC | $273.57万 | 0.02% | 229,695 | 229,695 | — | $273.57万 | 新建仓 |
| LIN | LINDE PLC | $273.95万 | 0.02% | 5,279 | 5,279 | — | $273.95万 | 新建仓 |
| SOXX | ISHARES TR | $275.53万 | 0.02% | 4,300 | 3,460 | 411.9% | $221.70万 | 加仓 |
| NEM | NEWMONT CORP | $288.94万 | 0.02% | 30,936 | 20,169 | 187.3% | $188.38万 | 加仓 |
| VEEV | VEEVA SYS INC | $292.65万 | 0.02% | 16,490 | 16,490 | — | $292.65万 | 新建仓 |