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 |
|---|---|---|---|---|---|---|---|---|
| ZTO | ZTO EXPRESS CAYMAN INC | $664.35万 | 0.04% | 296,850 | -42,200 | -12.4% | -$94.44万 | 减仓 |
| PYPL | PAYPAL HLDGS INC | $661.72万 | 0.04% | 153,248 | 147,623 | 2,624.4% | $637.44万 | 加仓 |
| KSA | ISHARES TR | $660.55万 | 0.04% | 177,044 | -79,671 | -31.0% | -$297.25万 | 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 |
| HON | HONEYWELL INTL INC | $606.61万 | 0.04% | 27,093 | -16,290 | -37.5% | -$364.73万 | 减仓 |
| RELY | REMITLY GLOBAL INC | $597.15万 | 0.04% | 266,464 | 266,464 | — | $597.15万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $576.62万 | 0.04% | 6,720 | 2,252 | 50.4% | $193.24万 | 加仓 |
| INDA | ISHARES TR | $568.06万 | 0.04% | 115,016 | 10,016 | 9.5% | $49.47万 | 加仓 |
| ORCL | ORACLE CORP | $565.43万 | 0.04% | 38,583 | 10,734 | 38.5% | $157.31万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $563.31万 | 0.04% | 4,075 | -4,841 | -54.3% | -$669.20万 | 减仓 |
| TTE | TOTALENERGIES SE | $558.24万 | 0.04% | 71,790 | -38,238 | -34.8% | -$297.34万 | 减仓 |
| AEM | AGNICO EAGLE MINES LTD | $543.02万 | 0.03% | 35,004 | 35,004 | — | $543.02万 | 新建仓 |
| GDX | VANECK ETF TRUST | $542.86万 | 0.03% | 71,949 | -325,551 | -81.9% | -$2,456.28万 | 减仓 |
| RBC | RBC BEARINGS INC | $510.61万 | 0.03% | 7,928 | 6,301 | 387.3% | $405.82万 | 加仓 |
| SONY | SONY GROUP CORP | $505.06万 | 0.03% | 251,777 | 251,777 | — | $505.06万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $498.58万 | 0.03% | 7,806 | 2,198 | 39.2% | $140.39万 | 加仓 |
| INTU | INTUIT | $497.94万 | 0.03% | 19,078 | 18,497 | 3,183.6% | $482.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $497.61万 | 0.03% | 13,340 | -122,302 | -90.2% | -$4,562.11万 | 减仓 |
| MDB | MONGODB INC | $497.00万 | 0.03% | 14,796 | 14,796 | — | $497.00万 | 新建仓 |
| UBS | UBS GROUP AG | $487.42万 | 0.03% | 98,350 | -3,008,761 | -96.8% | -$1.49亿 | 减仓 |
| PDD | PDD HOLDINGS INC | $484.75万 | 0.03% | 63,549 | 35,863 | 129.5% | $273.56万 | 加仓 |
| LOGI | LOGITECH INTL S A | $478.93万 | 0.03% | 50,928 | -217,848 | -81.1% | -$2,048.64万 | 减仓 |
| KKR | KKR & CO INC | $456.56万 | 0.03% | 49,745 | 15,762 | 46.4% | $144.66万 | 加仓 |
| VICR | VICOR CORP | $454.86万 | 0.03% | 11,977 | 11,977 | — | $454.86万 | 新建仓 |
| PINS | PINTEREST INC | $451.31万 | 0.03% | 214,602 | 214,602 | — | $451.31万 | 新建仓 |
| APO | APOLLO GLOBAL MGMT INC | $449.27万 | 0.03% | 37,974 | -24,174 | -38.9% | -$286.00万 | 减仓 |
| SOC | SABLE OFFSHORE CORP | $440.21万 | 0.03% | 1,429,269 | 1,429,269 | — | $440.21万 | 新建仓 |
| SMR | NUSCALE PWR CORP | $427.00万 | 0.03% | 425,725 | 394,372 | 1,257.8% | $395.56万 | 重新持有 |
| BP | BP PLC | $404.00万 | 0.03% | 109,338 | 85,838 | 365.3% | $317.17万 | 加仓 |
| ROK | ROCKWELL AUTOMATION INC | $392.55万 | 0.02% | 7,929 | 40 | 0.5% | $1.98万 | 加仓 |
| NOW | SERVICENOW INC | $359.65万 | 0.02% | 36,226 | 34,204 | 1,691.6% | $339.58万 | 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 |
| SAN | BANCO SANTANDER SA | $350.94万 | 0.02% | 254,307 | 32,521 | 14.7% | $44.88万 | 加仓 |
| RDW | REDWIRE CORPORATION | $350.43万 | 0.02% | 286,533 | 286,533 | — | $350.43万 | 新建仓 |
| AMCR | AMCOR PLC | $350.25万 | 0.02% | 80,795 | 80,795 | — | $350.25万 | 新建仓 |
| KRE | SPDR SERIES TRUST | $336.50万 | 0.02% | 44,957 | -115,052 | -71.9% | -$861.16万 | 减仓 |
| MSTR | STRATEGY INC | $318.16万 | 0.02% | 36,599 | -133,451 | -78.5% | -$1,160.09万 | 减仓 |
| ENPH | ENPHASE ENERGY INC | $313.16万 | 0.02% | 63,599 | 63,599 | — | $313.16万 | 新建仓 |
| LUNR | INTUITIVE MACHINES INC | $307.21万 | 0.02% | 143,624 | -74,853 | -34.3% | -$160.11万 | 减仓 |
| FER | FERROVIAL NV 看涨期权 | $306.69万 | 0.02% | 44,700 | -680,900 | -93.8% | -$4,671.65万 | 减仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $299.15万 | 0.02% | 3,100 | 3,100 | — | $299.15万 | 新建仓 |
| SNPS | SYNOPSYS INC | $299.05万 | 0.02% | 6,704 | 6,704 | — | $299.05万 | 新建仓 |
| VEEV | VEEVA SYS INC | $292.65万 | 0.02% | 16,490 | 16,490 | — | $292.65万 | 新建仓 |
| NEM | NEWMONT CORP | $288.94万 | 0.02% | 30,936 | 20,169 | 187.3% | $188.38万 | 加仓 |
| SOXX | ISHARES TR | $275.53万 | 0.02% | 4,300 | 3,460 | 411.9% | $221.70万 | 加仓 |
| LIN | LINDE PLC | $273.95万 | 0.02% | 5,279 | 5,279 | — | $273.95万 | 新建仓 |
| WSE | WISE GROUP PLC | $273.57万 | 0.02% | 229,695 | 229,695 | — | $273.57万 | 新建仓 |
| CMCSA | COMCAST CORP NEW | $269.96万 | 0.02% | 109,962 | 109,962 | — | $269.96万 | 新建仓 |
| TE | T1 ENERGY INC | $267.60万 | 0.02% | 282,275 | 282,275 | — | $267.60万 | 新建仓 |
| CAMT | CAMTEK LTD | $241.61万 | 0.02% | 14,812 | 11,053 | 294.0% | $180.30万 | 加仓 |
| FDS | FACTSET RESH SYS INC | $236.27万 | 0.01% | 10,269 | 10,269 | — | $236.27万 | 新建仓 |
| IOT | SAMSARA INC | $229.22万 | 0.01% | 70,680 | 70,680 | — | $229.22万 | 新建仓 |
| HIVE | HIVE DIGITAL TECHNOLOGIES LT | $225.68万 | 0.01% | 620,000 | 620,000 | — | $225.68万 | 新建仓 |
| QGEN | QIAGEN NV | $223.82万 | 0.01% | 57,242 | 22,824 | 66.3% | $89.24万 | 加仓 |
| MRNA | MODERNA INC | $216.00万 | 0.01% | 30,844 | 3,898 | 14.5% | $27.30万 | 加仓 |
| MNDY | MONDAY COM LTD | $213.70万 | 0.01% | 29,520 | 29,520 | — | $213.70万 | 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 |
| ABVX | ABIVAX SA | $207.41万 | 0.01% | 15,564 | 15,564 | — | $207.41万 | 新建仓 |
| SMH | VANECK ETF TRUST | $202.60万 | 0.01% | 3,089 | 3,089 | — | $202.60万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $193.93万 | 0.01% | 82,103 | 82,103 | — | $193.93万 | 新建仓 |
| ALAB | ASTERA LABS INC | $193.21万 | 0.01% | 4,000 | 1,323 | 49.4% | $63.90万 | 重新持有 |
| AU | ANGLOGOLD ASHANTI PLC | $192.31万 | 0.01% | 23,774 | 9,071 | 61.7% | $73.38万 | 加仓 |
| AS | AMER SPORTS INC | $187.23万 | 0.01% | 55,328 | 55,328 | — | $187.23万 | 新建仓 |
| IGV | ISHARES TR | $184.75万 | 0.01% | 20,392 | 20,392 | — | $184.75万 | 新建仓 |
| COHR | COHERENT CORP | $183.67万 | 0.01% | 4,656 | -4,425 | -48.7% | -$174.55万 | 减仓 |
| VSAT | VIASAT INC | $179.62万 | 0.01% | 20,000 | 20,000 | — | $179.62万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND | $171.71万 | 0.01% | 13,799 | 13,799 | — | $171.71万 | 新建仓 |
| CRWV | COREWEAVE INC | $170.22万 | 0.01% | 17,101 | -17,092 | -50.0% | -$170.13万 | 重新持有 |
| FRO | FRONTLINE PLC | $165.97万 | 0.01% | 47,705 | 4,382 | 10.1% | $15.24万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $154.02万 | 0.01% | 29,000 | -24,881 | -46.2% | -$132.14万 | 减仓 |
| KORU | DIREXION SHARES ETF TRUST | $153.61万 | 0.01% | 1,966 | 1,966 | — | $153.61万 | 新建仓 |
| HUBS | HUBSPOT INC | $151.01万 | 0.01% | 8,274 | 8,274 | — | $151.01万 | 新建仓 |
| CCEP | COCA-COLA EUROPACIFIC PARTNE | $150.61万 | 0.01% | 15,050 | 4,616 | 44.2% | $46.19万 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $147.37万 | 0.01% | 50,247 | 9,875 | 24.5% | $28.96万 | 加仓 |
| EAT | BRINKER INTL INC | $147.08万 | 0.01% | 8,755 | 8,755 | — | $147.08万 | 新建仓 |
| PRIM | PRIMORIS SVCS CORP | $145.74万 | 0.01% | 14,703 | 14,703 | — | $145.74万 | 新建仓 |
| KEN | KENON HLDGS LTD | $145.50万 | 0.01% | 21,762 | 21,762 | — | $145.50万 | 新建仓 |
| ITUB | ITAU UNIBANCO HLDG S A | $141.57万 | 0.01% | 173,278 | 173,278 | — | $141.57万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $138.23万 | 0.01% | 15,556 | 15,556 | — | $138.23万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $136.22万 | 0.01% | 4,500 | -21,879 | -82.9% | -$662.28万 | 重新持有 |
| RL | RALPH LAUREN CORP | $134.79万 | 0.01% | 3,358 | -975 | -22.5% | -$39.14万 | 减仓 |
| ARGX | ARGENX SE | $131.56万 | 0.01% | 1,418 | 0 | 0.0% | — | 不变 |
| AER | AERCAP HOLDINGS NV | $124.19万 | 0.01% | 8,519 | 0 | 0.0% | — | 不变 |
| EWZ | ISHARES INC | $123.92万 | 0.01% | 35,920 | 35,920 | — | $123.92万 | 新建仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC | $120.67万 | 0.01% | 22,000 | -53,691 | -70.9% | -$294.50万 | 减仓 |
| SE | SEA LTD | $114.83万 | 0.01% | 11,983 | -502 | -4.0% | -$4.81万 | 减仓 |
| RBRK | RUBRIK INC. | $114.40万 | 0.01% | 14,250 | -15,229 | -51.7% | -$122.26万 | 减仓 |
| AVAV | AEROVIRONMENT INC | $112.46万 | 0.01% | 6,813 | -11,834 | -63.5% | -$195.34万 | 减仓 |
| BTG | B2GOLD CORP | $110.20万 | 0.01% | 294,649 | 281,437 | 2,130.2% | $105.26万 | 加仓 |
| IDXX | IDEXX LABS INC | $109.55万 | 0.01% | 2,081 | 2,081 | — | $109.55万 | 新建仓 |
| KWEB | KRANESHARES TRUST | $107.87万 | 0.01% | 44,082 | -3,212,583 | -98.6% | -$7,861.19万 | 减仓 |
| IAG | IAMGOLD CORP | $106.92万 | 0.01% | 67,502 | 67,502 | — | $106.92万 | 新建仓 |
| PVH | PVH CORPORATION | $105.28万 | 0.01% | 14,177 | -1,478 | -9.4% | -$10.98万 | 减仓 |
| NVMI | NOVA LTD | $104.35万 | 0.01% | 1,922 | 1,922 | — | $104.35万 | 新建仓 |
| RRX | REGAL REXNORD CORPORATION | $102.87万 | 0.01% | 4,319 | 0 | 0.0% | — | 不变 |
| STM | STMICROELECTRONICS N V | $99.72万 | 0.01% | 13,316 | -18,938 | -58.7% | -$141.83万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $99.41万 | 0.01% | 6,011 | 6,011 | — | $99.41万 | 新建仓 |
| ONON | ON HLDG AG | $98.96万 | 0.01% | 27,940 | 27,940 | — | $98.96万 | 新建仓 |
| EPAM | EPAM SYS INC | $98.74万 | 0.01% | 12,444 | 10,566 | 562.6% | $83.84万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $97.49万 | 0.01% | 100,295 | 82,009 | 448.5% | $79.71万 | 加仓 |