RIHO Partners, LLC
TUCSON AZ · SEC CIK 0002112884
$1.59亿2026Q1 申报市值
14持仓数
91.4%前十大占比 · 第一大 17.0%
2 / 0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
IESC 新建仓+$406.91万
ORLY 加仓+$254.95万
OSG 新建仓+$254.15万
GOOGL 加仓+$185.68万
MUSA 加仓+$144.19万
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$566.03万
NVDA 减仓-$82.23万
2026Q1 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| — | SLEEP NUMBER CORP | $24.84万 | 0.16% | 138,389 | 7,432 | 5.7% | $1.33万 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $254.15万 | 1.60% | 546,569 | 546,569 | — | $254.15万 | 新建仓 |
| IESC | IES HOLDINGS INC | $406.91万 | 2.56% | 8,540 | 8,540 | — | $406.91万 | 新建仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $681.90万 | 4.29% | 14,369 | 764 | 5.6% | $36.26万 | 加仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $818.25万 | 5.15% | 99,387 | 13,349 | 15.5% | $109.90万 | 加仓 |
| MSFT | MICROSOFT CORP | $897.29万 | 5.64% | 24,240 | -15,291 | -38.7% | -$566.03万 | 减仓 |
| AMZN | AMAZON COM INC | $1,028.25万 | 6.47% | 49,371 | 2,650 | 5.7% | $55.19万 | 加仓 |
| GOOGL | ALPHABET INC | $1,116.45万 | 7.02% | 38,825 | 6,457 | 19.9% | $185.68万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $1,139.42万 | 7.17% | 65,334 | -4,715 | -6.7% | -$82.23万 | 减仓 |
| HEI/A | HEICO CORP NEW | $1,166.19万 | 7.34% | 55,246 | 2,317 | 4.4% | $48.91万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,213.02万 | 7.63% | 164,099 | 19,316 | 13.3% | $142.78万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1,888.22万 | 11.88% | 204,552 | 27,619 | 15.6% | $254.95万 | 加仓 |
| PGR | PROGRESSIVE CORP | $2,557.81万 | 16.09% | 129,026 | 6,926 | 5.7% | $137.30万 | 加仓 |
| MUSA | MURPHY USA INC | $2,704.29万 | 17.01% | 54,746 | 2,919 | 5.6% | $144.19万 | 加仓 |