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 |
|---|---|---|---|---|---|---|---|---|
| ARGX | ARGENX SE 看涨期权 | $92.78万 | 0.01% | 1,000 | -2,000 | -66.7% | -$185.55万 | 减仓 |
| OSCR | OSCAR HEALTH INC | $90.66万 | 0.01% | 31,788 | 31,788 | — | $90.66万 | 新建仓 |
| FLKR | FRANKLIN TEMPLETON ETF TR | $88.43万 | 0.01% | 13,382 | 13,382 | — | $88.43万 | 新建仓 |
| OKLO | OKLO INC | $83.73万 | 0.01% | 16,000 | -37,454 | -70.1% | -$196.00万 | 重新持有 |
| TEL | TE CONNECTIVITY PLC | $82.62万 | 0.01% | 4,098 | 4,098 | — | $82.62万 | 新建仓 |
| SHAZ | SHARONAI HOLDINGS INC | $81.82万 | 0.01% | 9,665 | 9,665 | — | $81.82万 | 新建仓 |
| CTVA | CORTEVA INC | $81.73万 | 0.01% | 9,650 | 9,650 | — | $81.73万 | 新建仓 |
| SAP | SAP SE | $81.52万 | 0.01% | 5,290 | 3,282 | 163.4% | $50.58万 | 重新持有 |
| TKR | TIMKEN CO | $80.04万 | 0.01% | 5,508 | 2,600 | 89.4% | $37.78万 | 加仓 |
| ING | ING GROEP N.V. | $77.82万 | 0.00% | 24,800 | 0 | 0.0% | — | 不变 |
| ARGT | GLOBAL X FDS | $75.20万 | 0.00% | 8,237 | 8,237 | — | $75.20万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $75.16万 | 0.00% | 16,578 | 16,578 | — | $75.16万 | 新建仓 |
| CRM | SALESFORCE INC | $74.65万 | 0.00% | 4,765 | 4,765 | — | $74.65万 | 新建仓 |
| ETR | ENTERGY CORP NEW | $74.07万 | 0.00% | 6,449 | 2,106 | 48.5% | $24.19万 | 加仓 |
| EGO | ELDORADO GOLD CORP NEW | $74.03万 | 0.00% | 23,810 | 23,810 | — | $74.03万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $74.02万 | 0.00% | 24,398 | 17,498 | 253.6% | $53.09万 | 加仓 |
| LH | LABCORP HOLDINGS INC | $73.95万 | 0.00% | 2,641 | 2,641 | — | $73.95万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $70.87万 | 0.00% | 24,755 | 24,755 | — | $70.87万 | 新建仓 |
| TTAM | TITAN AMER SA | $68.81万 | 0.00% | 36,873 | 0 | 0.0% | — | 不变 |
| ALK | ALASKA AIR GROUP INC | $67.22万 | 0.00% | 12,877 | 12,877 | — | $67.22万 | 新建仓 |
| QQQ | INVESCO QQQ TR | $65.61万 | 0.00% | 891 | -83 | -8.5% | -$6.11万 | 减仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $65.50万 | 0.00% | 8,756 | -177,499 | -95.3% | -$1,327.87万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $61.94万 | 0.00% | 1,349 | 652 | 93.5% | $29.94万 | 加仓 |
| XOP | SPDR SERIES TRUST | $61.70万 | 0.00% | 4,000 | 4,000 | — | $61.70万 | 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 |
| ORLY | OREILLY AUTOMOTIVE INC | $60.67万 | 0.00% | 6,588 | 6,588 | — | $60.67万 | 新建仓 |
| BIO | BIO RAD LABS INC | $58.72万 | 0.00% | 2,000 | 2,000 | — | $58.72万 | 新建仓 |
| CGAU | CENTERRA GOLD INC | $58.16万 | 0.00% | 36,674 | 36,674 | — | $58.16万 | 新建仓 |
| OUST | OUSTER INC | $57.81万 | 0.00% | 9,247 | 9,247 | — | $57.81万 | 新建仓 |
| AXTI | AXT INC | $57.63万 | 0.00% | 7,995 | 7,995 | — | $57.63万 | 新建仓 |
| IONQ | IONQ INC | $56.78万 | 0.00% | 10,660 | -75,268 | -87.6% | -$400.88万 | 重新持有 |
| — | ORLA MNG LTD NEW | $54.95万 | 0.00% | 56,131 | 56,131 | — | $54.95万 | 新建仓 |
| PM | PHILIP MORRIS INTL INC | $53.71万 | 0.00% | 2,969 | -27,042 | -90.1% | -$489.22万 | 减仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $53.25万 | 0.00% | 3,594 | -2,098 | -36.9% | -$31.08万 | 减仓 |
| BOTZ | GLOBAL X FDS | $52.96万 | 0.00% | 13,959 | 13,959 | — | $52.96万 | 新建仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC | $51.96万 | 0.00% | 3,083 | 0 | 0.0% | — | 不变 |
| CRCL | CIRCLE INTERNET GROUP INC | $50.97万 | 0.00% | 8,138 | 8,138 | — | $50.97万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $49.60万 | 0.00% | 1,399 | -801 | -36.4% | -$28.40万 | 减仓 |
| BNTX | BIONTECH SE | $49.32万 | 0.00% | 5,300 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $49.09万 | 0.00% | 4,508 | 4,508 | — | $49.09万 | 新建仓 |
| HMC | HONDA MOTOR CO LTD | $47.17万 | 0.00% | 17,398 | 17,398 | — | $47.17万 | 新建仓 |
| GFI | GOLD FIELDS LTD | $47.09万 | 0.00% | 14,019 | 14,019 | — | $47.09万 | 新建仓 |
| EWW | ISHARES INC | $46.62万 | 0.00% | 6,194 | -1,260 | -16.9% | -$9.48万 | 减仓 |
| LMND | LEMONADE INC | $45.63万 | 0.00% | 7,015 | 7,015 | — | $45.63万 | 新建仓 |
| NVS | NOVARTIS AG | $45.50万 | 0.00% | 2,903 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC | $43.86万 | 0.00% | 1,788 | 1,788 | — | $43.86万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $43.66万 | 0.00% | 10,682 | -18,146 | -62.9% | -$74.16万 | 减仓 |
| ETN | EATON CORP PLC | $42.91万 | 0.00% | 1,007 | 1,007 | — | $42.91万 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $42.56万 | 0.00% | 1,633 | -164 | -9.1% | -$4.27万 | 减仓 |
| NN | NEXTNAV INC | $42.48万 | 0.00% | 23,824 | 23,824 | — | $42.48万 | 新建仓 |
| ONDS | ONDAS INC | $41.29万 | 0.00% | 50,109 | 50,109 | — | $41.29万 | 新建仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $40.25万 | 0.00% | 12,941 | 12,941 | — | $40.25万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $39.98万 | 0.00% | 7,434 | 7,434 | — | $39.98万 | 新建仓 |
| FLUT | FLUTTER ENTMT PLC | $39.95万 | 0.00% | 3,910 | -19,561 | -83.3% | -$199.85万 | 减仓 |
| FSM | FORTUNA MNG CORP | $39.55万 | 0.00% | 46,801 | 46,801 | — | $39.55万 | 新建仓 |
| KTB | KONTOOR BRANDS INC | $38.34万 | 0.00% | 4,601 | 4,601 | — | $38.34万 | 新建仓 |
| AME | AMETEK INC | $37.31万 | 0.00% | 1,542 | 0 | 0.0% | — | 不变 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $36.79万 | 0.00% | 6,296 | 6,296 | — | $36.79万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $36.57万 | 0.00% | 4,701 | 4,701 | — | $36.57万 | 新建仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $36.43万 | 0.00% | 728 | 728 | — | $36.43万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $36.02万 | 0.00% | 1,800 | -700 | -28.0% | -$14.01万 | 减仓 |
| AGG | ISHARES TR | $35.83万 | 0.00% | 3,620 | 0 | 0.0% | — | 不变 |
| SNY | SANOFI SA | $34.52万 | 0.00% | 8,092 | -920 | -10.2% | -$3.92万 | 减仓 |
| SOXQ | INVESCO EXCH TRADED FD TR II | $32.59万 | 0.00% | 2,907 | 2,907 | — | $32.59万 | 新建仓 |
| ARIS | ARIS MINING CORPORATION | $32.56万 | 0.00% | 21,839 | 21,839 | — | $32.56万 | 新建仓 |
| BX | BLACKSTONE INC | $32.19万 | 0.00% | 2,736 | -49,264 | -94.7% | -$579.69万 | 减仓 |
| GRAB | GRAB HOLDINGS LIMITED | $31.92万 | 0.00% | 84,661 | 0 | 0.0% | — | 不变 |
| B | BARRICK MNG CORP | $31.72万 | 0.00% | 8,637 | 8,637 | — | $31.72万 | 新建仓 |
| — | AVALONBAY CMNTYS INC | $31.49万 | 0.00% | 1,669 | 1,669 | — | $31.49万 | 新建仓 |
| FITB | FIFTH THIRD BANCORP | $30.76万 | 0.00% | 5,456 | 5,456 | — | $30.76万 | 新建仓 |
| OCTV | OCTAVE INTELLIGENCE PLC | $30.68万 | 0.00% | 18,824 | 18,824 | — | $30.68万 | 新建仓 |
| AAUC | ALLIED GOLD CORP | $29.64万 | 0.00% | 12,463 | 12,463 | — | $29.64万 | 新建仓 |
| BAP | CREDICORP LTD | $29.41万 | 0.00% | 755 | 755 | — | $29.41万 | 新建仓 |
| WOLF | WOLFSPEED INC | $28.95万 | 0.00% | 6,000 | 6,000 | — | $28.95万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $28.34万 | 0.00% | 18,632 | 18,632 | — | $28.34万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $27.29万 | 0.00% | 279 | 279 | — | $27.29万 | 新建仓 |
| CMC | COMMERCIAL METALS CO | $27.09万 | 0.00% | 4,317 | 4,317 | — | $27.09万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $26.87万 | 0.00% | 1,621 | 1,621 | — | $26.87万 | 新建仓 |
| RUM | RUM GROUP INC | $26.65万 | 0.00% | 42,039 | 2,251 | 5.7% | $1.43万 | 加仓 |
| URA | GLOBAL X FDS | $26.62万 | 0.00% | 6,092 | 6,092 | — | $26.62万 | 新建仓 |
| EXPO | EXPONENT INC | $26.36万 | 0.00% | 4,486 | 4,486 | — | $26.36万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $26.34万 | 0.00% | 1,678 | 1,678 | — | $26.34万 | 新建仓 |
| ECO | OKEANIS ECO TANKERS COR | $25.13万 | 0.00% | 5,013 | 5,013 | — | $25.13万 | 新建仓 |
| RNW | RENEW ENERGY GLOBAL PLC | $25.08万 | 0.00% | 40,131 | 40,131 | — | $25.08万 | 新建仓 |
| GNTX | GENTEX CORP | $24.58万 | 0.00% | 9,727 | 9,727 | — | $24.58万 | 新建仓 |
| PMTR | PERIMETER ACQUISITION CORP I | $23.97万 | 0.00% | 23,028 | -4,117 | -15.2% | -$4.29万 | 减仓 |
| PG | PROCTER & GAMBLE CO | $23.95万 | 0.00% | 1,633 | 1,633 | — | $23.95万 | 新建仓 |
| EVLV | EVOLV TECHNOLOGIES HLDNGS IN | $23.05万 | 0.00% | 39,742 | -13,239 | -25.0% | -$7.68万 | 减仓 |
| GLOB | GLOBANT S A | $22.83万 | 0.00% | 7,888 | 7,888 | — | $22.83万 | 新建仓 |
| SIL | GLOBAL X FDS | $22.32万 | 0.00% | 2,881 | -38,881 | -93.1% | -$301.17万 | 减仓 |
| OR | OR ROYALTIES INC. | $21.92万 | 0.00% | 6,930 | 6,930 | — | $21.92万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $21.62万 | 0.00% | 24,435 | 24,435 | — | $21.62万 | 新建仓 |
| QBTS | D-WAVE QUANTUM INC | $20.98万 | 0.00% | 8,744 | -44,812 | -83.7% | -$107.50万 | 减仓 |
| BA | BOEING CO | $20.89万 | 0.00% | 965 | -6,838 | -87.6% | -$148.02万 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP | $20.77万 | 0.00% | 4,637 | -1,363 | -22.7% | -$6.10万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC 看涨期权 | $20.43万 | 0.00% | 2,000 | -2,000 | -50.0% | -$20.43万 | 减仓 |
| MO | ALTRIA GROUP INC | $20.43万 | 0.00% | 2,840 | 2,840 | — | $20.43万 | 新建仓 |
| HAFN | HAFNIA LTD | $20.34万 | 0.00% | 30,627 | 7,556 | 32.8% | $5.02万 | 加仓 |
| TRI | THOMSON REUTERS CORP | $20.08万 | 0.00% | 2,459 | 2,459 | — | $20.08万 | 新建仓 |
| CIG | CIA ENERGETICA DE MINAS GERA | $19.84万 | 0.00% | 94,455 | 94,455 | — | $19.84万 | 新建仓 |