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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC 看跌期权 | $72.96亿 | 45.91% | 6,320,500 | 6,320,500 | — | $72.96亿 | 新建仓 |
| TTE | TOTALENERGIES SE 看跌期权 | $7.32亿 | 4.61% | 9,419,520 | 601,390 | 6.8% | $4,676.41万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $6.24亿 | 3.93% | 6,500,000 | 6,450,000 | 12,900.0% | $6.19亿 | 重新持有 |
| MU | MICRON TECHNOLOGY INC 看涨期权 | $5.19亿 | 3.27% | 450,000 | 450,000 | — | $5.19亿 | 新建仓 |
| DB | DEUTSCHE BK AG 看跌期权 | $4.73亿 | 2.98% | 14,025,200 | -1,022,300 | -6.8% | -$3,451.28万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST 看跌期权 | $4.43亿 | 2.79% | 6,000,000 | 6,000,000 | — | $4.43亿 | 新建仓 |
| TTE | TOTALENERGIES SE 看涨期权 | $4.32亿 | 2.72% | 5,552,984 | 424,686 | 8.3% | $3,302.36万 | 加仓 |
| RACE | FERRARI N V 看跌期权 | $4.07亿 | 2.56% | 1,094,500 | -115,000 | -9.5% | -$4,281.34万 | 减仓 |
| ALC | ALCON AG 看跌期权 | $4.02亿 | 2.53% | 5,990,300 | 2,504,300 | 71.8% | $1.68亿 | 加仓 |
| DB | DEUTSCHE BK AG 看涨期权 | $3.71亿 | 2.33% | 10,986,800 | 8,023,700 | 270.8% | $2.71亿 | 加仓 |
| UBS | UBS GROUP AG 看跌期权 | $3.69亿 | 2.32% | 7,450,900 | -4,417,600 | -37.2% | -$2.19亿 | 减仓 |
| STLA | STELLANTIS N.V 看跌期权 | $3.04亿 | 1.91% | 52,905,100 | -6,029,100 | -10.2% | -$3,460.70万 | 减仓 |
| UBS | UBS GROUP AG 看涨期权 | $2.94亿 | 1.85% | 5,923,400 | -448,800 | -7.0% | -$2,224.25万 | 减仓 |
| LOGI | LOGITECH INTL S A 看跌期权 | $2.08亿 | 1.31% | 2,215,300 | 314,600 | 16.6% | $2,958.50万 | 加仓 |
| BABA | ALIBABA GROUP HLDG LTD | $1.47亿 | 0.92% | 1,531,216 | -3,389,917 | -68.9% | -$3.25亿 | 减仓 |
| STLA | STELLANTIS N.V 看涨期权 | $1.30亿 | 0.82% | 22,585,000 | 3,096,700 | 15.9% | $1,777.51万 | 加仓 |
| SNDK | SANDISK CORP | $1.20亿 | 0.76% | 52,803 | -11,829 | -18.3% | -$2,689.60万 | 减仓 |
| AZN | ASTRAZENECA PLC 看涨期权 | $1.04亿 | 0.66% | 549,100 | 209,000 | 61.5% | $3,963.06万 | 加仓 |
| RACE | FERRARI N V | $9,839.74万 | 0.62% | 264,303 | -317,673 | -54.6% | -$1.18亿 | 减仓 |
| AZN | ASTRAZENECA PLC 看跌期权 | $9,752.16万 | 0.61% | 514,300 | 98,600 | 23.7% | $1,869.65万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $9,420.34万 | 0.59% | 1,275,604 | 1,275,604 | — | $9,420.34万 | 新建仓 |
| RACE | FERRARI N V 看涨期权 | $8,447.63万 | 0.53% | 226,910 | 55,710 | 32.5% | $2,074.03万 | 加仓 |
| GOOG | ALPHABET INC | $8,331.13万 | 0.52% | 235,789 | 151,317 | 179.1% | $5,346.48万 | 加仓 |
| GOOGL | ALPHABET INC | $8,318.29万 | 0.52% | 232,764 | 232,764 | — | $8,318.29万 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $7,166.66万 | 0.45% | 358,172 | -122,477 | -25.5% | -$2,450.64万 | 减仓 |
| ALC | ALCON AG | $6,041.14万 | 0.38% | 900,319 | 463,429 | 106.1% | $3,109.61万 | 加仓 |
| AAPL | APPLE INC | $5,734.57万 | 0.36% | 198,181 | 154,006 | 348.6% | $4,456.32万 | 加仓 |
| AMZN | AMAZON COM INC | $5,422.04万 | 0.34% | 227,492 | 180,561 | 384.7% | $4,303.49万 | 加仓 |
| DB | DEUTSCHE BK AG | $5,084.27万 | 0.32% | 1,506,004 | -180,533 | -10.7% | -$609.48万 | 减仓 |
| AMRZ | AMRIZE LTD | $5,082.84万 | 0.32% | 953,629 | -390,841 | -29.1% | -$2,083.18万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $4,366.79万 | 0.27% | 37,831 | -72,402 | -65.7% | -$8,357.29万 | 减仓 |
| LOGI | LOGITECH INTL S A 看涨期权 | $4,269.42万 | 0.27% | 454,000 | 15,200 | 3.5% | $142.94万 | 加仓 |
| JD | JD.COM INC | $4,224.19万 | 0.27% | 1,657,844 | -1,725,017 | -51.0% | -$4,395.34万 | 减仓 |
| AVGO | BROADCOM INC | $4,176.71万 | 0.26% | 110,568 | -8,531 | -7.2% | -$322.26万 | 减仓 |
| TSLA | TESLA INC | $3,610.09万 | 0.23% | 85,832 | 28,497 | 49.7% | $1,198.58万 | 加仓 |
| ALC | ALCON AG 看涨期权 | $3,543.55万 | 0.22% | 528,100 | 366,300 | 226.4% | $2,457.87万 | 加仓 |
| STLA | STELLANTIS N.V | $3,406.17万 | 0.21% | 5,934,087 | -12,168,444 | -67.2% | -$6,984.69万 | 减仓 |
| QCOM | QUALCOMM INC | $3,319.42万 | 0.21% | 179,632 | 179,632 | — | $3,319.42万 | 新建仓 |
| BILI | BILIBILI INC | $3,315.56万 | 0.21% | 1,946,895 | -112,515 | -5.5% | -$191.61万 | 减仓 |
| ADI | ANALOG DEVICES INC | $3,226.85万 | 0.20% | 81,246 | -4,372 | -5.1% | -$173.64万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $3,092.57万 | 0.19% | 308,394 | 287,144 | 1,351.3% | $2,879.48万 | 重新持有 |
| LI | LI AUTO INC | $3,077.37万 | 0.19% | 2,621,271 | -808,979 | -23.6% | -$949.74万 | 减仓 |
| KLAC | KLA CORP | $3,017.19万 | 0.19% | 100,003 | 100,003 | — | $3,017.19万 | 新建仓 |
| CIEN | CIENA CORP | $2,972.84万 | 0.19% | 60,601 | 58,092 | 2,315.3% | $2,849.76万 | 加仓 |
| FER | FERROVIAL NV | $2,876.69万 | 0.18% | 419,281 | 360,313 | 611.0% | $2,472.11万 | 加仓 |
| AMAT | APPLIED MATLS INC | $2,819.84万 | 0.18% | 39,002 | -5,217 | -11.8% | -$377.19万 | 减仓 |
| NTES | NETEASE COM INC | $2,678.47万 | 0.17% | 209,027 | -303,947 | -59.3% | -$3,894.78万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $2,580.12万 | 0.16% | 282,908 | 231,001 | 445.0% | $2,106.73万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $2,528.09万 | 0.16% | 58,341 | 52,475 | 894.6% | $2,273.90万 | 加仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $2,520.67万 | 0.16% | 1,893,815 | 813,166 | 75.2% | $1,082.32万 | 加仓 |
| XPEV | XPENG INC | $2,454.63万 | 0.15% | 1,853,953 | -471,841 | -20.3% | -$624.72万 | 减仓 |
| XYZ | BLOCK INC | $2,329.32万 | 0.15% | 306,489 | 306,489 | — | $2,329.32万 | 新建仓 |
| ECHO | ECHOSTAR CORP | $2,169.80万 | 0.14% | 213,773 | 213,773 | — | $2,169.80万 | 新建仓 |
| GEV | GE VERNOVA INC | $2,132.14万 | 0.13% | 18,148 | 15,653 | 627.4% | $1,839.01万 | 加仓 |
| RMD | RESMED INC | $2,116.73万 | 0.13% | 108,617 | 82,518 | 316.2% | $1,608.11万 | 重新持有 |
| 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 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2,113.26万 | 0.13% | 84,537 | 84,537 | — | $2,113.26万 | 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 |
| EWT | ISHARES INC | $1,887.71万 | 0.12% | 173,806 | 173,806 | — | $1,887.71万 | 新建仓 |
| 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 |
| CAT | CATERPILLAR INC | $1,714.28万 | 0.11% | 16,098 | 10,187 | 172.3% | $1,084.81万 | 重新持有 |
| AZN | ASTRAZENECA PLC | $1,691.58万 | 0.11% | 89,209 | 79,960 | 864.5% | $1,516.20万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $1,645.77万 | 0.10% | 58,562 | 10,947 | 23.0% | $307.64万 | 加仓 |
| META | META PLATFORMS INC | $1,643.96万 | 0.10% | 29,185 | 23,166 | 384.9% | $1,304.92万 | 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 |
| BIDU | BAIDU INC | $1,568.89万 | 0.10% | 137,273 | 17,832 | 14.9% | $203.80万 | 加仓 |
| TXN | TEXAS INSTRS INC | $1,564.84万 | 0.10% | 52,499 | -99,659 | -65.5% | -$2,970.54万 | 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 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,396.51万 | 0.09% | 29,242 | -32,678 | -52.8% | -$1,560.60万 | 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 |
| IBIT | ISHARES BITCOIN TRUST ETF | $1,331.64万 | 0.08% | 400,012 | -186,748 | -31.8% | -$621.68万 | 减仓 |
| 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 |
| NOK | NOKIA CORP | $1,174.00万 | 0.07% | 884,037 | 744,965 | 535.7% | $989.31万 | 加仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,165.41万 | 0.07% | 49,105 | -2,900 | -5.6% | -$68.83万 | 减仓 |
| EWY | ISHARES INC | $1,103.63万 | 0.07% | 54,662 | -1,012,379 | -94.9% | -$2.04亿 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $1,049.30万 | 0.07% | 110,990 | 39,383 | 55.0% | $372.33万 | 加仓 |
| TECK | TECK RESOURCES LTD | $1,037.10万 | 0.07% | 174,419 | 174,419 | — | $1,037.10万 | 新建仓 |
| VOD | VODAFONE GROUP PLC | $1,002.33万 | 0.06% | 757,908 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $992.73万 | 0.06% | 4,990 | 2,934 | 142.7% | $583.70万 | 加仓 |
| MLM | MARTIN MARIETTA MATLS INC | $984.37万 | 0.06% | 17,069 | 17,069 | — | $984.37万 | 新建仓 |
| MXL | MAXLINEAR INC | $935.80万 | 0.06% | 73,092 | 73,092 | — | $935.80万 | 新建仓 |
| SHY | ISHARES TR | $863.19万 | 0.05% | 105,126 | 105,126 | — | $863.19万 | 新建仓 |
| FRO | FRONTLINE PLC 看涨期权 | $855.49万 | 0.05% | 245,900 | -37,400 | -13.2% | -$130.11万 | 减仓 |
| QGEN | QIAGEN NV 看跌期权 | $850.42万 | 0.05% | 217,500 | 153,500 | 239.8% | $600.18万 | 加仓 |
| IJH | ISHARES TR | $848.21万 | 0.05% | 110,000 | 110,000 | — | $848.21万 | 新建仓 |
| SMTC | SEMTECH CORP | $809.25万 | 0.05% | 50,000 | 50,000 | — | $809.25万 | 新建仓 |
| IREN | IREN LIMITED | $799.22万 | 0.05% | 174,770 | 148,698 | 570.3% | $680.00万 | 加仓 |
| TCOM | TRIP COM GROUP LTD | $786.52万 | 0.05% | 197,420 | 10,466 | 5.6% | $41.70万 | 加仓 |
| GDS | GDS HLDGS LTD | $780.29万 | 0.05% | 259,837 | -15,675 | -5.7% | -$47.07万 | 减仓 |
| LIF | LIFE360 INC | $778.58万 | 0.05% | 140,639 | 63,184 | 81.6% | $349.79万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $756.79万 | 0.05% | 27,403 | -155,537 | -85.0% | -$4,295.47万 | 减仓 |
| SKM | SK TELECOM CO LTD | $730.73万 | 0.05% | 227,216 | 207,147 | 1,032.2% | $666.18万 | 加仓 |
| 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 |
| FXI | ISHARES TR | $714.69万 | 0.04% | 226,238 | -2,775,542 | -92.5% | -$8,767.94万 | 减仓 |
| INTC | INTEL CORP | $714.15万 | 0.04% | 51,146 | -101,627 | -66.5% | -$1,419.02万 | 减仓 |
| ESLT | ELBIT SYS LTD | $709.63万 | 0.04% | 9,353 | 8,726 | 1,391.7% | $662.06万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $696.83万 | 0.04% | 83,643 | -1,436,834 | -94.5% | -$1.20亿 | 减仓 |
| CRH | CRH PLC | $688.48万 | 0.04% | 64,344 | 64,344 | — | $688.48万 | 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 |
| TTD | THE TRADE DESK INC | $676.22万 | 0.04% | 374,018 | 374,018 | — | $676.22万 | 新建仓 |