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 |
|---|---|---|---|---|---|---|---|---|
| HLIT | HARMONIC INC | $18.11万 | 0.00% | 11,090 | 11,090 | — | $18.11万 | 新建仓 |
| IAUX | I-80 GOLD CORP | $16.48万 | 0.00% | 114,467 | 15,032 | 15.1% | $2.16万 | 加仓 |
| — | ISHARES TR | $15.41万 | 0.00% | 11,875 | 11,875 | — | $15.41万 | 新建仓 |
| BTQ | BTQ TECHNOLOGIES CORP | $13.26万 | 0.00% | 24,598 | 24,598 | — | $13.26万 | 新建仓 |
| ABSI | ABSCI CORPORATION | $12.66万 | 0.00% | 10,925 | 10,925 | — | $12.66万 | 新建仓 |
| — | COMPUGEN LTD | $9.11万 | 0.00% | 42,585 | -4,246 | -9.1% | -$9,086 | 减仓 |
| EH | EHANG HLDGS LTD | $7.59万 | 0.00% | 11,588 | 11,588 | — | $7.59万 | 新建仓 |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $7.40万 | 0.00% | 25,590 | 25,590 | — | $7.40万 | 新建仓 |
| HSLV | HIGHLANDER SILVER CORP | $6.43万 | 0.00% | 13,808 | 13,808 | — | $6.43万 | 新建仓 |
| NIO | NIO INC | $5.36万 | 0.00% | 10,600 | 0 | 0.0% | — | 不变 |
| — | URANIUM RTY CORP | $4.52万 | 0.00% | 16,243 | 16,243 | — | $4.52万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW | $4.29万 | 0.00% | 11,137 | -2,692 | -19.5% | -$1.04万 | 重新持有 |
| — | ENDAVA PLC | $3.82万 | 0.00% | 13,505 | 0 | 0.0% | — | 不变 |
| — | LUFAX HOLDING LTD | $3.62万 | 0.00% | 27,400 | 0 | 0.0% | — | 不变 |
| OPK | OPKO HEALTH INC | $3.45万 | 0.00% | 22,983 | 6,296 | 37.7% | $9,444 | 加仓 |
| SLI | STANDARD LITHIUM CORP | $2.79万 | 0.00% | 10,158 | 10,158 | — | $2.79万 | 新建仓 |
| — | OSISKO DEVELOPMENT CORP | $2.61万 | 0.00% | 10,603 | 10,603 | — | $2.61万 | 新建仓 |
| AUTL | AUTOLUS THERAPEUTICS LTD | $2.38万 | 0.00% | 14,887 | 0 | 0.0% | — | 不变 |
| IQ | IQIYI INC | $1.24万 | 0.00% | 11,900 | 0 | 0.0% | — | 不变 |
| — | GOLDMINING INC | $1.07万 | 0.00% | 11,804 | 11,804 | — | $1.07万 | 新建仓 |
| EEM | ISHARES TR | $0 | 0.00% | 0 | -2,321,400 | -100.0% | -$1.32亿 | 清仓 |
| EMB | ISHARES TR | $0 | 0.00% | 0 | -225,176 | -100.0% | -$2,115.08万 | 清仓 |
| XLRE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -445,213 | -100.0% | -$1,817.80万 | 清仓 |
| INFY | INFOSYS LTD | $0 | 0.00% | 0 | -1,052,479 | -100.0% | -$1,421.90万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | -91,104 | -100.0% | -$1,332.67万 | 清仓 |
| TIGO | MILLICOM INTL CELLULAR S A | $0 | 0.00% | 0 | -105,170 | -100.0% | -$788.14万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -68,857 | -100.0% | -$647.12万 | 清仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $0 | 0.00% | 0 | -9,880 | -100.0% | -$642.54万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -19,117 | -100.0% | -$628.74万 | 清仓 |
| ASHR | DBX ETF TR | $0 | 0.00% | 0 | -184,810 | -100.0% | -$603.22万 | 清仓 |
| CLSK | CLEANSPARK INC | $0 | 0.00% | 0 | -673,460 | -100.0% | -$573.11万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -128,210 | -100.0% | -$570.28万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -19,487 | -100.0% | -$544.17万 | 清仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $0 | 0.00% | 0 | -79,197 | -100.0% | -$540.60万 | 清仓 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -12,210 | -100.0% | -$519.34万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -16,623 | -100.0% | -$516.63万 | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | -42,448 | -100.0% | -$481.40万 | 清仓 |
| BLK | BLACKROCK INC | $0 | 0.00% | 0 | -4,570 | -100.0% | -$439.50万 | 清仓 |
| SCHD | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -140,000 | -100.0% | -$429.52万 | 清仓 |
| LMT | LOCKHEED MARTIN CORP | $0 | 0.00% | 0 | -7,013 | -100.0% | -$423.86万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -27,759 | -100.0% | -$418.66万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -42,549 | -100.0% | -$410.09万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | -5,500 | -100.0% | -$400.71万 | 清仓 |
| MICC | MAGNUM ICE CREAM CO NV | $0 | 0.00% | 0 | -246,483 | -100.0% | -$368.49万 | 清仓 |
| XLB | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -71,394 | -100.0% | -$356.76万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -16,738 | -100.0% | -$351.55万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -9,819 | -100.0% | -$349.73万 | 清仓 |
| CRH | CRH PLC 看跌期权 | $0 | 0.00% | 0 | -33,000 | -100.0% | -$346.90万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -11,291 | -100.0% | -$341.53万 | 清仓 |
| EDV | VANGUARD WORLD FD | $0 | 0.00% | 0 | -50,000 | -100.0% | -$324.75万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -58,018 | -100.0% | -$323.74万 | 清仓 |
| SOXL | DIREXION SHARES ETF TRUST | $0 | 0.00% | 0 | -66,858 | -100.0% | -$320.32万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -19,323 | -100.0% | -$308.59万 | 清仓 |
| XLI | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -18,732 | -100.0% | -$302.95万 | 清仓 |
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -12,381 | -100.0% | -$300.96万 | 清仓 |
| CRH | CRH PLC 看涨期权 | $0 | 0.00% | 0 | -27,000 | -100.0% | -$283.82万 | 清仓 |
| IBB | ISHARES TR | $0 | 0.00% | 0 | -15,884 | -100.0% | -$268.20万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -13,866 | -100.0% | -$252.96万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -6,528 | -100.0% | -$229.69万 | 清仓 |
| REMX | VANECK ETF TRUST | $0 | 0.00% | 0 | -25,862 | -100.0% | -$227.59万 | 清仓 |
| AJG | GALLAGHER ARTHUR J & CO | $0 | 0.00% | 0 | -9,732 | -100.0% | -$210.78万 | 清仓 |
| LYG | LLOYDS BANKING GROUP PLC | $0 | 0.00% | 0 | -376,246 | -100.0% | -$189.25万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -8,506 | -100.0% | -$185.00万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -17,682 | -100.0% | -$175.14万 | 清仓 |
| OMC | OMNICOM GROUP INC | $0 | 0.00% | 0 | -22,732 | -100.0% | -$171.19万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -12,236 | -100.0% | -$170.53万 | 清仓 |
| ALM | ALMONTY INDS INC | $0 | 0.00% | 0 | -113,278 | -100.0% | -$164.03万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -4,993 | -100.0% | -$160.64万 | 清仓 |
| RCAT | RED CAT HLDGS INC | $0 | 0.00% | 0 | -116,407 | -100.0% | -$152.38万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -12,609 | -100.0% | -$144.81万 | 清仓 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -18,377 | -100.0% | -$142.59万 | 清仓 |
| GLW | CORNING INC | $0 | 0.00% | 0 | -10,480 | -100.0% | -$142.50万 | 清仓 |
| ITB | ISHARES TR | $0 | 0.00% | 0 | -15,676 | -100.0% | -$141.95万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -26,699 | -100.0% | -$131.81万 | 清仓 |
| NICE | NICE LTD | $0 | 0.00% | 0 | -11,525 | -100.0% | -$127.07万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -50,364 | -100.0% | -$125.56万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -17,513 | -100.0% | -$124.08万 | 清仓 |
| NVDA | NVIDIA CORPORATION 看跌期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$104.64万 | 清仓 |
| HSY | HERSHEY CO | $0 | 0.00% | 0 | -4,904 | -100.0% | -$101.95万 | 清仓 |
| APH | AMPHENOL CORP | $0 | 0.00% | 0 | -7,950 | -100.0% | -$100.45万 | 清仓 |
| UNH | UNITEDHEALTH GROUP INC | $0 | 0.00% | 0 | -3,646 | -100.0% | -$98.66万 | 清仓 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -9,471 | -100.0% | -$91.86万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -32,171 | -100.0% | -$90.34万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -18,600 | -100.0% | -$90.01万 | 清仓 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,854 | -100.0% | -$79.67万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$78.95万 | 清仓 |
| VALE | VALE S A | $0 | 0.00% | 0 | -48,935 | -100.0% | -$77.86万 | 清仓 |
| WFC | WELLS FARGO & CO | $0 | 0.00% | 0 | -9,360 | -100.0% | -$74.52万 | 清仓 |
| ARGX | ARGENX SE 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$73.03万 | 清仓 |
| MIDD | MIDDLEBY CORP | $0 | 0.00% | 0 | -5,401 | -100.0% | -$71.61万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -11,075 | -100.0% | -$69.64万 | 清仓 |
| FCX | FREEPORT MCMORAN INC | $0 | 0.00% | 0 | -11,514 | -100.0% | -$67.68万 | 清仓 |
| ASND | ASCENDIS PHARMA A/S | $0 | 0.00% | 0 | -2,881 | -100.0% | -$65.90万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -44,936 | -100.0% | -$64.57万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -14,745 | -100.0% | -$56.05万 | 清仓 |
| FPS | FORGENT POWER SOLUTIONS INC | $0 | 0.00% | 0 | -18,655 | -100.0% | -$54.60万 | 清仓 |
| MOH | MOLINA HEALTHCARE INC | $0 | 0.00% | 0 | -4,073 | -100.0% | -$54.29万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -2,118 | -100.0% | -$53.90万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -6,665 | -100.0% | -$53.69万 | 清仓 |
| CVSA | COVISTA INC | $0 | 0.00% | 0 | -4,591 | -100.0% | -$52.91万 | 清仓 |