RIHO Partners, LLC
TUCSON AZ · SEC CIK 0002112884
$1.78亿2026Q2 申报市值
14持仓数
91.2%前十大占比 · 第一大 15.8%
2 / 2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
NVDA 加仓+$422.73万
DRAM 新建仓+$338.88万
TOPBUILD COR 新建仓+$255.43万
SGI 加仓+$182.43万
ORLY 加仓+$123.18万
2026Q2 卖出最多 按季末市值估算
BLDR 清仓-$818.25万
MUSA 减仓-$774.63万
MSFT 减仓-$48.83万
SLEEP NUMBER COR 清仓-$24.84万
HEI/A 减仓-$6.83万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| PGR | PROGRESSIVE CORP | $2,816.21万 | 15.85% | 128,918 | -108 | -0.1% | -$2.36万 | 减仓 |
| MUSA | MURPHY USA INC | $2,175.47万 | 12.24% | 40,371 | -14,375 | -26.3% | -$774.63万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $2,006.90万 | 11.29% | 217,928 | 13,376 | 6.5% | $123.18万 | 加仓 |
| HEI/A | HEICO CORP NEW | $1,967.50万 | 11.07% | 55,055 | -191 | -0.3% | -$6.83万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,730.00万 | 9.73% | 86,461 | 21,127 | 32.3% | $422.73万 | 加仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $1,468.97万 | 8.27% | 187,368 | 23,269 | 14.2% | $182.43万 | 加仓 |
| GOOGL | ALPHABET INC | $1,383.24万 | 7.78% | 38,706 | -119 | -0.3% | -$4.25万 | 减仓 |
| AMZN | AMAZON COM INC | $1,175.45万 | 6.61% | 49,318 | -53 | -0.1% | -$1.26万 | 减仓 |
| MSFT | MICROSOFT CORP | $855.37万 | 4.81% | 22,931 | -1,309 | -5.4% | -$48.83万 | 减仓 |
| TPL | TEXAS PACIFIC LAND CORPORATI | $627.49万 | 3.53% | 14,338 | -31 | -0.2% | -$1.36万 | 减仓 |
| IESC | IES HOLDINGS INC | $625.20万 | 3.52% | 8,510 | -30 | -0.4% | -$2.20万 | 减仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $346.21万 | 1.95% | 554,818 | 8,249 | 1.5% | $5.15万 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST | $338.88万 | 1.91% | 45,888 | 45,888 | — | $338.88万 | 新建仓 |
| — | TOPBUILD COR | $255.43万 | 1.44% | 7,100 | 7,100 | — | $255.43万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -99,387 | -100.0% | -$818.25万 | 清仓 |
| — | SLEEP NUMBER CORP | $0 | 0.00% | 0 | -138,389 | -100.0% | -$24.84万 | 清仓 |