SIH Partners, LLLP
Wilmington DE · SEC CIK 0001996244
$75.79亿2026Q1 申报市值
291持仓数
57.2%前十大占比 · 第一大 10.6%
137 / 60新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
BABA 加仓+$4.71亿
EEM 新建仓+$1.32亿
EWY 新建仓+$1.31亿
RACE 加仓+$1.10亿
BHP 加仓+$8,832.96万
2026Q1 卖出最多 按季末市值估算
TTE 减仓-$5,475.01万
JD 减仓-$4,756.59万
TSEM 减仓-$2,418.57万
BIDU 减仓-$2,305.93万
WMT 清仓-$2,149.21万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| FXI | ISHARES TR 看涨期权 | $0 | 0.00% | 0 | -1,000,000 | -100.0% | -$3,829.00万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -192,910 | -100.0% | -$2,149.21万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -53,352 | -100.0% | -$1,521.71万 | 清仓 |
| NFLX | NETFLIX INC | $0 | 0.00% | 0 | -150,477 | -100.0% | -$1,410.87万 | 清仓 |
| XLP | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -123,341 | -100.0% | -$958.11万 | 清仓 |
| IJR | ISHARES TR | $0 | 0.00% | 0 | -75,956 | -100.0% | -$912.84万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -361,883 | -100.0% | -$811.70万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -30,826 | -100.0% | -$771.61万 | 清仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RMD | RESMED INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COST | COSTCO WHSL CORP NEW | $0 | 0.00% | 0 | -6,863 | -100.0% | -$591.82万 | 清仓 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | QIAGEN NV 看跌期权 | $0 | 0.00% | 0 | -104,600 | -100.0% | -$470.39万 | 清仓 |
| XLK | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -31,543 | -100.0% | -$454.12万 | 清仓 |
| IONQ | IONQ INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OKLO | OKLO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -24,632 | -100.0% | -$353.52万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -88,972 | -100.0% | -$344.05万 | 清仓 |
| CAT | CATERPILLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -30,483 | -100.0% | -$297.97万 | 清仓 |
| COIN | COINBASE GLOBAL INC | $0 | 0.00% | 0 | -12,059 | -100.0% | -$272.70万 | 清仓 |
| CRWV | COREWEAVE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -77,222 | -100.0% | -$223.25万 | 清仓 |
| WIX | WIX COM LTD | $0 | 0.00% | 0 | -21,110 | -100.0% | -$219.31万 | 清仓 |
| LIT | GLOBAL X FDS | $0 | 0.00% | 0 | -31,705 | -100.0% | -$205.64万 | 清仓 |
| BA | BOEING CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IEMG | ISHARES INC | $0 | 0.00% | 0 | -23,000 | -100.0% | -$154.61万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -6,644 | -100.0% | -$152.73万 | 清仓 |
| — | TIDAL TRUST II | $0 | 0.00% | 0 | -196,833 | -100.0% | -$138.77万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | QIAGEN NV 看涨期权 | $0 | 0.00% | 0 | -26,900 | -100.0% | -$120.97万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -15,396 | -100.0% | -$118.43万 | 清仓 |
| AZN | ASTRAZENECA PLC | $0 | 0.00% | 0 | -6,072 | -100.0% | -$111.65万 | 清仓 |
| CCJ | CAMECO CORP | $0 | 0.00% | 0 | -11,580 | -100.0% | -$105.95万 | 清仓 |
| DIA | SPDR DOW JONES INDL AVERAGE | $0 | 0.00% | 0 | -2,000 | -100.0% | -$96.11万 | 清仓 |
| — | PROSHARES TR | $0 | 0.00% | 0 | -38,631 | -100.0% | -$89.51万 | 清仓 |
| CEPO | CANTOR EQUITY PARTNERS I INC | $0 | 0.00% | 0 | -81,848 | -100.0% | -$85.29万 | 清仓 |
| — | QIAGEN NV | $0 | 0.00% | 0 | -18,933 | -100.0% | -$85.14万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -8,373 | -100.0% | -$81.33万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -12,641 | -100.0% | -$63.86万 | 清仓 |
| UEC | URANIUM ENERGY CORP | $0 | 0.00% | 0 | -51,094 | -100.0% | -$59.68万 | 清仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $0 | 0.00% | 0 | -71,708 | -100.0% | -$55.72万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -13,984 | -100.0% | -$52.26万 | 清仓 |
| DEC | DIVERSIFIED ENERGY CO | $0 | 0.00% | 0 | -35,312 | -100.0% | -$51.13万 | 清仓 |
| PATH | UIPATH INC | $0 | 0.00% | 0 | -30,573 | -100.0% | -$50.11万 | 清仓 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -865 | -100.0% | -$49.32万 | 清仓 |
| SAP | SAP SE | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SBET | SHARPLINK GAMING INC | $0 | 0.00% | 0 | -50,382 | -100.0% | -$45.04万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMR | NUSCALE PWR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -13,588 | -100.0% | -$44.12万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -404 | -100.0% | -$43.42万 | 清仓 |
| FTAI | FTAI AVIATION LTD | $0 | 0.00% | 0 | -1,862 | -100.0% | -$36.65万 | 清仓 |
| — | AMCOR PLC | $0 | 0.00% | 0 | -8,394 | -100.0% | -$35.00万 | 清仓 |
| BITB | BITWISE BITCOIN ETF TR | $0 | 0.00% | 0 | -6,966 | -100.0% | -$33.13万 | 清仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $0 | 0.00% | 0 | -14,621 | -100.0% | -$30.56万 | 清仓 |
| — | TASEKO MINES LTD | $0 | 0.00% | 0 | -52,092 | -100.0% | -$29.48万 | 清仓 |
| GOOGL | ALPHABET INC 看涨期权 | $0 | 0.00% | 0 | -800 | -100.0% | -$25.04万 | 清仓 |
| SOUN | SOUNDHOUND AI INC | $0 | 0.00% | 0 | -25,014 | -100.0% | -$24.94万 | 清仓 |
| — | THOMSON REUTERS CORP | $0 | 0.00% | 0 | -1,856 | -100.0% | -$24.48万 | 清仓 |
| — | TELEFONICA S A | $0 | 0.00% | 0 | -57,665 | -100.0% | -$23.35万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -718 | -100.0% | -$21.22万 | 清仓 |
| BTI | BRITISH AMERN TOB PLC | $0 | 0.00% | 0 | -3,644 | -100.0% | -$20.63万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -7,762 | -100.0% | -$20.32万 | 清仓 |
| WULF | TERAWULF INC | $0 | 0.00% | 0 | -16,573 | -100.0% | -$19.04万 | 清仓 |
| USAR | USA RARE EARTH INC | $0 | 0.00% | 0 | -14,768 | -100.0% | -$17.57万 | 清仓 |
| NVTS | NAVITAS SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -24,296 | -100.0% | -$17.35万 | 清仓 |
| UAMY | UNITED STATES ANTIMONY CORP | $0 | 0.00% | 0 | -34,125 | -100.0% | -$17.13万 | 清仓 |
| — | KAMADA LTD | $0 | 0.00% | 0 | -19,024 | -100.0% | -$13.43万 | 清仓 |
| — | AUDIOCODES LTD | $0 | 0.00% | 0 | -13,912 | -100.0% | -$12.15万 | 清仓 |
| NAK | NORTHERN DYNASTY MINERALS LT | $0 | 0.00% | 0 | -51,666 | -100.0% | -$10.18万 | 清仓 |
| RZLV | REZOLVE AI PLC | $0 | 0.00% | 0 | -37,539 | -100.0% | -$9.65万 | 清仓 |
| LAC | LITHIUM AMERS CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IQ | IQIYI INC | $1.61万 | 0.00% | 11,900 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $1.90万 | 0.00% | 16,687 | -87,647 | -84.0% | -$9.99万 | 减仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $2.05万 | 0.00% | 14,887 | 0 | 0.0% | — | 不变 |
| — | OXFORD SQUARE CAP CORP | $2.50万 | 0.00% | 14,109 | 14,109 | — | $2.50万 | 新建仓 |
| VZLA | VIZSLA SILVER CORP | $3.77万 | 0.00% | 11,415 | 11,415 | — | $3.77万 | 新建仓 |
| — | LUFAX HOLDING LTD | $5.12万 | 0.00% | 27,400 | 0 | 0.0% | — | 不变 |
| — | ENDAVA PLC | $5.97万 | 0.00% | 13,505 | 0 | 0.0% | — | 不变 |
| BTG | B2GOLD CORP | $5.99万 | 0.00% | 13,212 | 13,212 | — | $5.99万 | 新建仓 |
| NIO | NIO INC | $6.39万 | 0.00% | 10,600 | 0 | 0.0% | — | 不变 |
| CRMD | CORMEDIX INC | $7.02万 | 0.00% | 10,345 | 10,345 | — | $7.02万 | 新建仓 |
| — | COMPUGEN LTD | $9.97万 | 0.00% | 46,831 | 46,831 | — | $9.97万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $11.93万 | 0.00% | 10,001 | 10,001 | — | $11.93万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $15.11万 | 0.00% | 99,435 | 87,454 | 729.9% | $13.29万 | 加仓 |
| — | TIDAL TRUST II | $15.91万 | 0.00% | 10,600 | 10,600 | — | $15.91万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $16.17万 | 0.00% | 11,519 | -86,901 | -88.3% | -$122.01万 | 减仓 |
| DCH | DAUCH CORP | $16.27万 | 0.00% | 27,430 | 27,430 | — | $16.27万 | 新建仓 |
| HAFN | HAFNIA LTD | $17.53万 | 0.00% | 23,071 | -38,749 | -62.7% | -$29.45万 | 减仓 |
| BBIO | BRIDGEBIO PHARMA INC | $20.29万 | 0.00% | 2,732 | 2,732 | — | $20.29万 | 新建仓 |
| RUM | RUMBLE INC | $20.29万 | 0.00% | 39,788 | 0 | 0.0% | — | 不变 |
| RTX | RTX CORPORATION | $20.33万 | 0.00% | 1,054 | 1,054 | — | $20.33万 | 新建仓 |
| — | DYNAMIX CORP | $20.55万 | 0.00% | 19,628 | -31,925 | -61.9% | -$33.43万 | 减仓 |
| — | SPROTT FDS TR | $21.12万 | 0.00% | 7,211 | 7,211 | — | $21.12万 | 新建仓 |
| NOW | SERVICENOW INC | $21.14万 | 0.00% | 2,022 | 2,022 | — | $21.14万 | 新建仓 |
| LCID | LUCID GROUP INC | $21.42万 | 0.00% | 22,474 | -47,522 | -67.9% | -$45.29万 | 减仓 |