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 |
|---|---|---|---|---|---|---|---|---|
| SNPS | SYNOPSYS INC | $299.05万 | 0.02% | 6,704 | 6,704 | — | $299.05万 | 新建仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $299.15万 | 0.02% | 3,100 | 3,100 | — | $299.15万 | 新建仓 |
| FER | FERROVIAL NV 看涨期权 | $306.69万 | 0.02% | 44,700 | -680,900 | -93.8% | -$4,671.65万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $307.21万 | 0.02% | 143,624 | -74,853 | -34.3% | -$160.11万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $313.16万 | 0.02% | 63,599 | 63,599 | — | $313.16万 | 新建仓 |
| MSTR | STRATEGY INC | $318.16万 | 0.02% | 36,599 | -133,451 | -78.5% | -$1,160.09万 | 减仓 |
| KRE | SPDR SERIES TRUST | $336.50万 | 0.02% | 44,957 | -115,052 | -71.9% | -$861.16万 | 减仓 |
| AMCR | AMCOR PLC | $350.25万 | 0.02% | 80,795 | 80,795 | — | $350.25万 | 新建仓 |
| RDW | REDWIRE CORPORATION | $350.43万 | 0.02% | 286,533 | 286,533 | — | $350.43万 | 新建仓 |
| SAN | BANCO SANTANDER SA | $350.94万 | 0.02% | 254,307 | 32,521 | 14.7% | $44.88万 | 加仓 |
| QGEN | QIAGEN NV 看涨期权 | $354.64万 | 0.02% | 90,700 | -76,800 | -45.9% | -$300.29万 | 减仓 |
| NOW | SERVICENOW INC | $359.65万 | 0.02% | 36,226 | 34,204 | 1,691.6% | $339.58万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $392.55万 | 0.02% | 7,929 | 40 | 0.5% | $1.98万 | 加仓 |
| BP | BP PLC | $404.00万 | 0.03% | 109,338 | 85,838 | 365.3% | $317.17万 | 加仓 |
| SMR | NUSCALE PWR CORP | $427.00万 | 0.03% | 425,725 | 394,372 | 1,257.8% | $395.56万 | 重新持有 |
| SOC | SABLE OFFSHORE CORP | $440.21万 | 0.03% | 1,429,269 | 1,429,269 | — | $440.21万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $449.27万 | 0.03% | 37,974 | -24,174 | -38.9% | -$286.00万 | 减仓 |
| PINS | PINTEREST INC | $451.31万 | 0.03% | 214,602 | 214,602 | — | $451.31万 | 新建仓 |
| VICR | VICOR CORP | $454.86万 | 0.03% | 11,977 | 11,977 | — | $454.86万 | 新建仓 |
| KKR | KKR & CO INC | $456.56万 | 0.03% | 49,745 | 15,762 | 46.4% | $144.66万 | 加仓 |
| LOGI | LOGITECH INTL S A | $478.93万 | 0.03% | 50,928 | -217,848 | -81.1% | -$2,048.64万 | 减仓 |
| PDD | PDD HOLDINGS INC | $484.75万 | 0.03% | 63,549 | 35,863 | 129.5% | $273.56万 | 加仓 |
| UBS | UBS GROUP AG | $487.42万 | 0.03% | 98,350 | -3,008,761 | -96.8% | -$1.49亿 | 减仓 |
| MDB | MONGODB INC | $497.00万 | 0.03% | 14,796 | 14,796 | — | $497.00万 | 新建仓 |
| MSFT | MICROSOFT CORP | $497.61万 | 0.03% | 13,340 | -122,302 | -90.2% | -$4,562.11万 | 减仓 |
| INTU | INTUIT | $497.94万 | 0.03% | 19,078 | 18,497 | 3,183.6% | $482.77万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $498.58万 | 0.03% | 7,806 | 2,198 | 39.2% | $140.39万 | 加仓 |
| SONY | SONY GROUP CORP | $505.06万 | 0.03% | 251,777 | 251,777 | — | $505.06万 | 新建仓 |
| RBC | RBC BEARINGS INC | $510.61万 | 0.03% | 7,928 | 6,301 | 387.3% | $405.82万 | 加仓 |
| GDX | VANECK ETF TRUST | $542.86万 | 0.03% | 71,949 | -325,551 | -81.9% | -$2,456.28万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $543.02万 | 0.03% | 35,004 | 35,004 | — | $543.02万 | 新建仓 |
| TTE | TOTALENERGIES SE | $558.24万 | 0.04% | 71,790 | -38,238 | -34.8% | -$297.34万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $563.31万 | 0.04% | 4,075 | -4,841 | -54.3% | -$669.20万 | 减仓 |
| ORCL | ORACLE CORP | $565.43万 | 0.04% | 38,583 | 10,734 | 38.5% | $157.31万 | 加仓 |
| INDA | ISHARES TR | $568.06万 | 0.04% | 115,016 | 10,016 | 9.5% | $49.47万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $576.62万 | 0.04% | 6,720 | 2,252 | 50.4% | $193.24万 | 加仓 |
| RELY | REMITLY GLOBAL INC | $597.15万 | 0.04% | 266,464 | 266,464 | — | $597.15万 | 新建仓 |
| HON | HONEYWELL INTL INC | $606.61万 | 0.04% | 27,093 | -16,290 | -37.5% | -$364.73万 | 减仓 |
| JHX | JAMES HARDIE INDS PLC | $615.97万 | 0.04% | 235,283 | -1,763,310 | -88.2% | -$4,616.35万 | 减仓 |
| KSA | ISHARES TR | $660.55万 | 0.04% | 177,044 | -79,671 | -31.0% | -$297.25万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $661.72万 | 0.04% | 153,248 | 147,623 | 2,624.4% | $637.44万 | 加仓 |
| ZTO | ZTO EXPRESS CAYMAN INC | $664.35万 | 0.04% | 296,850 | -42,200 | -12.4% | -$94.44万 | 减仓 |
| TTD | THE TRADE DESK INC | $676.22万 | 0.04% | 374,018 | 374,018 | — | $676.22万 | 新建仓 |
| FRO | FRONTLINE PLC 看跌期权 | $682.93万 | 0.04% | 196,300 | -44,400 | -18.4% | -$154.47万 | 减仓 |
| CRH | CRH PLC | $688.48万 | 0.04% | 64,344 | 64,344 | — | $688.48万 | 新建仓 |
| BHP | BHP BILLITON LIMITED | $696.83万 | 0.04% | 83,643 | -1,436,834 | -94.5% | -$1.20亿 | 减仓 |
| ESLT | ELBIT SYS LTD | $709.63万 | 0.04% | 9,353 | 8,726 | 1,391.7% | $662.06万 | 加仓 |
| INTC | INTEL CORP | $714.15万 | 0.04% | 51,146 | -101,627 | -66.5% | -$1,419.02万 | 减仓 |
| FXI | ISHARES TR | $714.69万 | 0.04% | 226,238 | -2,775,542 | -92.5% | -$8,767.94万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV 看跌期权 | $715.03万 | 0.04% | 410,700 | -156,400 | -27.6% | -$272.29万 | 减仓 |
| SKM | SK TELECOM CO LTD | $730.73万 | 0.05% | 227,216 | 207,147 | 1,032.2% | $666.18万 | 加仓 |
| NBIS | NEBIUS GROUP N.V. | $756.79万 | 0.05% | 27,403 | -155,537 | -85.0% | -$4,295.47万 | 减仓 |
| LIF | LIFE360 INC | $778.58万 | 0.05% | 140,639 | 63,184 | 81.6% | $349.79万 | 重新持有 |
| GDS | GDS HLDGS LTD | $780.29万 | 0.05% | 259,837 | -15,675 | -5.7% | -$47.07万 | 减仓 |
| TCOM | TRIP COM GROUP LTD | $786.52万 | 0.05% | 197,420 | 10,466 | 5.6% | $41.70万 | 加仓 |
| IREN | IREN LIMITED | $799.22万 | 0.05% | 174,770 | 148,698 | 570.3% | $680.00万 | 加仓 |
| SMTC | SEMTECH CORP | $809.25万 | 0.05% | 50,000 | 50,000 | — | $809.25万 | 新建仓 |
| IJH | ISHARES TR | $848.21万 | 0.05% | 110,000 | 110,000 | — | $848.21万 | 新建仓 |
| QGEN | QIAGEN NV 看跌期权 | $850.42万 | 0.05% | 217,500 | 153,500 | 239.8% | $600.18万 | 加仓 |
| FRO | FRONTLINE PLC 看涨期权 | $855.49万 | 0.05% | 245,900 | -37,400 | -13.2% | -$130.11万 | 减仓 |
| SHY | ISHARES TR | $863.19万 | 0.05% | 105,126 | 105,126 | — | $863.19万 | 新建仓 |
| MXL | MAXLINEAR INC | $935.80万 | 0.06% | 73,092 | 73,092 | — | $935.80万 | 新建仓 |
| MLM | MARTIN MARIETTA MATLS INC | $984.37万 | 0.06% | 17,069 | 17,069 | — | $984.37万 | 新建仓 |
| ASML | ASML HLDG NV | $992.73万 | 0.06% | 4,990 | 2,934 | 142.7% | $583.70万 | 加仓 |
| VOD | VODAFONE GROUP PLC | $1,002.33万 | 0.06% | 757,908 | 0 | 0.0% | — | 不变 |
| TECK | TECK RESOURCES LTD | $1,037.10万 | 0.07% | 174,419 | 174,419 | — | $1,037.10万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $1,049.30万 | 0.07% | 110,990 | 39,383 | 55.0% | $372.33万 | 加仓 |
| EWY | ISHARES INC | $1,103.63万 | 0.07% | 54,662 | -1,012,379 | -94.9% | -$2.04亿 | 减仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,165.41万 | 0.07% | 49,105 | -2,900 | -5.6% | -$68.83万 | 减仓 |
| NOK | NOKIA CORP | $1,174.00万 | 0.07% | 884,037 | 744,965 | 535.7% | $989.31万 | 加仓 |
| FLUT | FLUTTER ENTMT PLC 看跌期权 | $1,266.91万 | 0.08% | 124,000 | -86,000 | -41.0% | -$878.66万 | 减仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,331.64万 | 0.08% | 400,012 | -186,748 | -31.8% | -$621.68万 | 减仓 |
| MICC | MAGNUM ICE CREAM CO NV 看涨期权 | $1,394.72万 | 0.09% | 801,100 | 687,100 | 602.7% | $1,196.24万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,396.51万 | 0.09% | 29,242 | -32,678 | -52.8% | -$1,560.60万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $1,404.22万 | 0.09% | 131,076 | 79,962 | 156.4% | $856.63万 | 重新持有 |
| TXN | TEXAS INSTRS INC | $1,564.84万 | 0.10% | 52,499 | -99,659 | -65.5% | -$2,970.54万 | 减仓 |
| BIDU | BAIDU INC | $1,568.89万 | 0.10% | 137,273 | 17,832 | 14.9% | $203.80万 | 加仓 |
| WSE | WISE GROUP PLC 看涨期权 | $1,613.81万 | 0.10% | 1,355,000 | 1,355,000 | — | $1,613.81万 | 新建仓 |
| META | META PLATFORMS INC | $1,643.96万 | 0.10% | 29,185 | 23,166 | 384.9% | $1,304.92万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,645.77万 | 0.10% | 58,562 | 10,947 | 23.0% | $307.64万 | 加仓 |
| AZN | ASTRAZENECA PLC | $1,691.58万 | 0.11% | 89,209 | 79,960 | 864.5% | $1,516.20万 | 加仓 |
| CAT | CATERPILLAR INC | $1,714.28万 | 0.11% | 16,098 | 10,187 | 172.3% | $1,084.81万 | 重新持有 |
| FER | FERROVIAL NV 看跌期权 | $1,802.38万 | 0.11% | 262,700 | -222,000 | -45.8% | -$1,523.14万 | 减仓 |
| EWT | ISHARES INC | $1,887.71万 | 0.12% | 173,806 | 173,806 | — | $1,887.71万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1,914.85万 | 0.12% | 32,963 | -83,481 | -71.7% | -$4,849.49万 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,113.26万 | 0.13% | 84,537 | 84,537 | — | $2,113.26万 | 新建仓 |
| WSE | WISE GROUP PLC 看跌期权 | $2,115.22万 | 0.13% | 1,776,000 | 1,776,000 | — | $2,115.22万 | 新建仓 |
| RMD | RESMED INC | $2,116.73万 | 0.13% | 108,617 | 82,518 | 316.2% | $1,608.11万 | 重新持有 |
| GEV | GE VERNOVA INC | $2,132.14万 | 0.13% | 18,148 | 15,653 | 627.4% | $1,839.01万 | 加仓 |
| ECHO | ECHOSTAR CORP | $2,169.80万 | 0.14% | 213,773 | 213,773 | — | $2,169.80万 | 新建仓 |
| XYZ | BLOCK INC | $2,329.32万 | 0.15% | 306,489 | 306,489 | — | $2,329.32万 | 新建仓 |
| XPEV | XPENG INC | $2,454.63万 | 0.15% | 1,853,953 | -471,841 | -20.3% | -$624.72万 | 减仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $2,520.67万 | 0.16% | 1,893,815 | 813,166 | 75.2% | $1,082.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,528.09万 | 0.16% | 58,341 | 52,475 | 894.6% | $2,273.90万 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,580.12万 | 0.16% | 282,908 | 231,001 | 445.0% | $2,106.73万 | 加仓 |
| NTES | NETEASE COM INC | $2,678.47万 | 0.17% | 209,027 | -303,947 | -59.3% | -$3,894.78万 | 减仓 |
| AMAT | APPLIED MATLS INC | $2,819.84万 | 0.18% | 39,002 | -5,217 | -11.8% | -$377.19万 | 减仓 |
| FER | FERROVIAL NV | $2,876.69万 | 0.18% | 419,281 | 360,313 | 611.0% | $2,472.11万 | 加仓 |
| CIEN | CIENA CORP | $2,972.84万 | 0.19% | 60,601 | 58,092 | 2,315.3% | $2,849.76万 | 加仓 |
| KLAC | KLA CORP | $3,017.19万 | 0.19% | 100,003 | 100,003 | — | $3,017.19万 | 新建仓 |