Riverstone Advisors, LLC
CIK 1763404 · 在 SEC EDGAR 上查看 ↗
- 投资组合价值
- $241.1M
- 持仓
- 85
- 截至
- 2026年6月30日
按 13F 价值排名第 5843（共 9443） · 前 61.9%
投资组合价值同比（季度）：+18.9% 13F不披露现金
- 前十大持仓权重
- 71.05%
- 前二十五大持仓权重
- 89.02%
- 持仓高于 1%
- 19
- 有效持仓数量
- 10.6
仅基于13F多头股票持仓（现金、债券、空头未披露）
周转率 Q2 2026: 1.35% 估计买入 $12374937 · 卖出 $3004192
中位数持有期：5.0 季度 跟踪时间 Q4 2024–Q2 2026 · 85.9% 仍持有
- 新仓位
- 14
- 增加
- 44
- 减少
- 20
- 已结清
- 3
本页内容
行业细分
Technology
15.4%
Communication Services
13.2%
Retail
10.8%
Industrials
6.9%
Consumer products
6.3%
Healthcare
4.4%
Energy
2.8%
Communications
0.5%
Financials
0.4%
Financial Services
0.4%
Consumer Discretionary
0.2%
Consumer Staples
0.2%
其他/未映射
38.5%
完整投资组合 85 持仓
| 类型 | 连胜 | 8个季度趋势 | |||||
|---|---|---|---|---|---|---|---|
| IVV | $59565978 | 24.70% | 79539 | $8471297 | 上涨 ×1 | ||
| GOOGL Alphabet Inc. - Class A Common Stock | $27567370 | 11.43% | 77140 | $5551749 | 上涨 ×1 | ||
| AMZN Amazon.com, Inc. - Common Stock | $19240592 | 7.98% | 80728 | $2691285 | 上涨 ×1 | ||
| TOL Toll Brothers, Inc. Common Stock | $14986649 | 6.21% | 90966 | $2490316 | 下跌 ×3 | ||
| BRKB | $10721106 | 4.45% | 21426 | $536800 | 上涨 ×1 | ||
| RTX RTX Corporation Common Stock | $10141691 | 4.21% | 53453 | $-129177 | 上涨 ×1 | ||
| QQQ Invesco QQQ Trust, Series 1 | $8006552 | 3.32% | 10873 | $1968651 | 上涨 ×4 | ||
| AVGO Broadcom Inc. - Common Stock | $7976606 | 3.31% | 21116 | $1633879 | 上涨 ×6 | ||
| DHR Danaher Corporation Common Stock | $6791697 | 2.82% | 35656 | $20059 | 下跌 ×6 | ||
| AMAT Applied Materials, Inc. - Common Stock | $6328419 | 2.62% | 8753 | $3397228 | 上涨 ×2 | ||
| NVDA NVIDIA Corporation - Common Stock | $5883047 | 2.44% | 29402 | $1423331 | 上涨 ×6 | ||
| TSCO Tractor Supply Company - Common Stock | $4964409 | 2.06% | 157052 | $-2304267 | 下跌 ×6 | ||
| LNG Cheniere Energy, Inc. Common Stock | $4570709 | 1.90% | 19124 | $-878789 | 下跌 ×3 | ||
| IDMO | $4128923 | 1.71% | 68484 | $1354949 | 上涨 ×4 | ||
| AAPL Apple Inc. - Common Stock | $4079976 | 1.69% | 14100 | $927954 | 上涨 ×3 | ||
| GOOG Alphabet Inc. - Class C Capital Stock | $3080964 | 1.28% | 8720 | $662066 | 上涨 ×3 | ||
| CRWD CrowdStrike Holdings, Inc. - Class A Common Stock | $2873222 | 1.19% | 3765 | $1427143 | 上涨 ×3 | ||
| MU Micron Technology, Inc. - Common Stock | $2712581 | 1.12% | 2350 | $1776764 | 下跌 ×1 | ||
| MSFT Microsoft Corporation - Common Stock | $2402573 | 1.00% | 6441 | $353636 | 上涨 ×4 | ||
| XOM Exxon Mobil Corporation Common Stock | $1834916 | 0.76% | 13421 | $-1057002 | 下跌 ×6 | ||
| SPY SPY | $1830740 | 0.76% | 2452 | $187684 | 下跌 ×1 | ||
| HWM Howmet Aerospace Inc. Common Stock | $1543525 | 0.64% | 5741 | $373249 | 上涨 ×4 | ||
| VTI | $1193029 | 0.49% | 3224 | $142098 | 下跌 ×1 | ||
| MPWR Monolithic Power Systems, Inc. - Common Stock | $1132153 | 0.47% | 819 | $276060 | 上涨 ×5 | ||
| AMGN Amgen Inc. - Common Stock | $1111708 | 0.46% | 3070 | $74102 | 上涨 ×3 | ||
| PWR Quanta Services, Inc. Common Stock | $1103101 | 0.46% | 1532 | $341610 | 上涨 ×3 | ||
| INTC Intel Corporation - Common Stock | $1058116 | 0.44% | 7578 | $773036 | 上涨 ×1 | ||
| JPM JP Morgan Chase & Co. Common Stock | $1014806 | 0.42% | 3100 | $210583 | 上涨 ×5 | ||
| META Meta Platforms, Inc. - Class A Common Stock | $933602 | 0.39% | 1657 | $-124787 | 下跌 ×1 | ||
| ICSH | $858529 | 0.36% | 16974 | $238950 | 上涨 ×1 | ||
| PAYC Paycom Software, Inc. Common Stock | $853920 | 0.35% | 6794 | $17558 | 下跌 ×6 | ||
| QQQM Invesco NASDAQ 100 ETF | $842937 | 0.35% | 2782 | 上涨 ×1 | |||
| COST Costco Wholesale Corporation - Common Stock | $775037 | 0.32% | 829 | $36682 | 上涨 ×2 | ||
| IWF | $760536 | 0.32% | 6125 | $107648 | 上涨 ×2 | ||
| GLD | $708395 | 0.29% | 1923 | $-119053 | |||
| CSCO Cisco Systems, Inc. - Common Stock | $653111 | 0.27% | 5560 | $227354 | 上涨 ×6 | ||
| PH Parker-Hannifin Corporation Common Stock | $586112 | 0.24% | 599 | $-50353 | 下跌 ×1 | ||
| GE GE Aerospace Common Stock | $556363 | 0.23% | 1489 | $246592 | 上涨 ×3 | ||
| TSLA Tesla, Inc. - Common Stock | $554351 | 0.23% | 1318 | $203419 | 上涨 ×1 | ||
| PULS | $553269 | 0.23% | 11166 | $-35897 | 下跌 ×1 | ||
| ABBV AbbVie Inc. Common Stock | $526964 | 0.22% | 2094 | $141470 | 上涨 ×6 | ||
| HD Home Depot, Inc. (The) Common Stock | $510237 | 0.21% | 1447 | $111093 | 上涨 ×1 | ||
| PM Philip Morris International Inc Common Stock | $505282 | 0.21% | 2793 | $83334 | 上涨 ×3 | ||
| AMD Advanced Micro Devices, Inc. - Common Stock | $503649 | 0.21% | 867 | 上涨 ×1 | |||
| JAAA | $502297 | 0.21% | 9948 | 上涨 ×1 | |||
| LLY Eli Lilly and Company Common Stock | $484570 | 0.20% | 404 | $217837 | 上涨 ×1 | ||
| V Visa Inc. | $471063 | 0.20% | 1373 | $152804 | 上涨 ×3 | ||
| WMT Walmart Inc. - Common Stock | $470369 | 0.20% | 4153 | $-528 | 上涨 ×3 | ||
| IWD | $456636 | 0.19% | 1884 | $54261 | 上涨 ×1 | ||
| APH Amphenol Corporation Common Stock | $430397 | 0.18% | 2441 | $170369 | 上涨 ×1 | ||
| FSLR First Solar, Inc. - Common Stock | $426380 | 0.18% | 1807 | $69931 | |||
| GEV GE Vernova Inc. Common Stock | $414754 | 0.17% | 353 | $-2510 | 下跌 ×1 | ||
| ADI Analog Devices, Inc. - Common Stock | $399950 | 0.17% | 1007 | $119032 | 上涨 ×2 | ||
| ORCL Oracle Corporation Common Stock | $386872 | 0.16% | 2640 | $32043 | 上涨 ×2 | ||
| AME AMETEK, Inc. | $343555 | 0.14% | 1420 | $86323 | 上涨 ×1 | ||
| ISRG Intuitive Surgical, Inc. - Common Stock | $340016 | 0.14% | 855 | $-66116 | 下跌 ×1 | ||
| IBDR | $335150 | 0.14% | 13832 | $-224956 | 下跌 ×1 | ||
| CAT Caterpillar, Inc. Common Stock | $334379 | 0.14% | 314 | $127509 | 上涨 ×1 | ||
| SCHG | $327041 | 0.14% | 9664 | $45522 | |||
| VOO | $315933 | 0.13% | 460 | $41060 | |||
| MRK Merck & Company, Inc. Common Stock (new) | $307630 | 0.13% | 2394 | $38301 | 上涨 ×1 | ||
| JNJ Johnson & Johnson Common Stock | $307304 | 0.13% | 1210 | $34265 | 上涨 ×1 | ||
| PG Procter & Gamble Company (The) Common Stock | $299202 | 0.12% | 2040 | $93153 | 上涨 ×1 | ||
| MRVL Marvell Technology, Inc. - Common Stock | $297890 | 0.12% | 1000 | 上涨 ×1 | |||
| GLW Corning Incorporated Common Stock | $286082 | 0.12% | 1120 | 上涨 ×1 | |||
| FTI TechnipFMC plc Ordinary Share | $280383 | 0.12% | 4229 | $-18950 | 下跌 ×1 | ||
| VIG | $270922 | 0.11% | 1145 | $15391 | 下跌 ×1 | ||
| ANET Arista Networks, Inc. Common Stock | $265353 | 0.11% | 1562 | 上涨 ×1 | |||
| SHOP Shopify Inc. - Class A Subordinate Voting Shares | $262043 | 0.11% | 2295 | $-188120 | 下跌 ×1 | ||
| JPST | $260384 | 0.11% | 5149 | $663 | 上涨 ×1 | ||
| A Agilent Technologies, Inc. Common Stock | $260214 | 0.11% | 1959 | 上涨 ×1 | |||
| LRCX Lam Research Corporation - Common Stock | $258265 | 0.11% | 596 | 上涨 ×1 | |||
| IEFA | $249747 | 0.10% | 2586 | $17504 | 上涨 ×1 | ||
| CIEN Ciena Corporation Common Stock | $243318 | 0.10% | 496 | 上涨 ×1 | |||
| JGRO | $235433 | 0.10% | 2388 | $33599 | |||
| MAIN Main Street Capital Corporation Common Stock | $228687 | 0.09% | 4408 | $-4761 | |||
| DIS Walt Disney Company (The) Common Stock | $226751 | 0.09% | 2356 | 上涨 ×1 | |||
| MA Mastercard Incorporated Common Stock | $222902 | 0.09% | 434 | ||||
| IUSV iShares Core S&P U.S. Value ETF | $219529 | 0.09% | 1993 | $15745 | |||
| IWV | $219170 | 0.09% | 514 | 上涨 ×1 | |||
| IBDS | $217336 | 0.09% | 8973 | $-9107 | 下跌 ×1 | ||
| IQV IQVIA Holdings, Inc. Common Stock | $214281 | 0.09% | 1109 | $-20041 | 下跌 ×1 | ||
| IBM International Business Machines Corporation Common Stock | $212313 | 0.09% | 755 | 上涨 ×1 | |||
| ELV Elevance Health, Inc. Common Stock | $208061 | 0.09% | 538 | 上涨 ×1 | |||
| NEA Nuveen AMT-Free Quality Municipal Income Fund Common Shares of Beneficial Interest Par Value $.01 | $127407 | 0.05% | 10852 | $7695 | 上涨 ×4 | ||
| 无匹配项 | |||||||
重仓股
持仓连续增加3个季度以上。
持股数量按13F申报数据报告（未按拆股调整）
| 证券 | 价值 | % 占投资组合 | 连胜 |
|---|---|---|---|
| QQQ | $8006552 | 3.32% | 上涨 ×4 |
| AVGO | $7976606 | 3.31% | 上涨 ×6 |
| NVDA | $5883047 | 2.44% | 上涨 ×6 |
| IDMO | $4128923 | 1.71% | 上涨 ×4 |
| AAPL | $4079976 | 1.69% | 上涨 ×3 |
| GOOG | $3080964 | 1.28% | 上涨 ×3 |
| CRWD | $2873222 | 1.19% | 上涨 ×3 |
| MSFT | $2402573 | 1.00% | 上涨 ×4 |
| HWM | $1543525 | 0.64% | 上涨 ×4 |
| MPWR | $1132153 | 0.47% | 上涨 ×5 |
| AMGN | $1111708 | 0.46% | 上涨 ×3 |
| PWR | $1103101 | 0.46% | 上涨 ×3 |
| JPM | $1014806 | 0.42% | 上涨 ×5 |
| CSCO | $653111 | 0.27% | 上涨 ×6 |
| GE | $556363 | 0.23% | 上涨 ×3 |
最大新仓位
本季度新开仓位，按规模从大到小排序。
| 证券 | 价值 | 股份 | % 占投资组合 |
|---|---|---|---|
| QQQM | $842937 | 2782 | 0.35% |
| AMD | $503649 | 867 | 0.21% |
| JAAA | $502297 | 9948 | 0.21% |
| MRVL | $297890 | 1000 | 0.12% |
| GLW | $286082 | 1120 | 0.12% |
| ANET | $265353 | 1562 | 0.11% |
| A | $260214 | 1959 | 0.11% |
| LRCX | $258265 | 596 | 0.11% |
| CIEN | $243318 | 496 | 0.10% |
| DIS | $226751 | 2356 | 0.09% |
| MA | $222902 | 434 | 0.09% |
| IWV | $219170 | 514 | 0.09% |
| IBM | $212313 | 755 | 0.09% |
| ELV | $208061 | 538 | 0.09% |
季度涨幅榜
已退出持仓
包含公司事件（合并、退市）——并非所有退出都是卖出
已关闭的头寸反映了 13F 报告的变更；对于指数管理人来说，这些通常是机械性的（退市、并购、指数再平衡），而不是主动决策。
| 证券 | 季度 | 先前持股数 | 先前价值 | 退出后价格 |
|---|---|---|---|---|
| VO | 2025年6月30日 | 2944 | $761316 | 不再跟踪 |
| COP | 2025年12月31日 | 7789 | $736762 | 44.7% |
| LLY | 2025年9月30日 | 800 | $623624 | 63.8% |
| MA | 2025年12月31日 | 672 | $382240 | 0.8% |
| EOG | 2025年12月31日 | 3295 | $369435 | 45.5% |
| IBDQ | 2025年12月31日 | 13922 | $350696 | 不再跟踪 |
| IVW | 2026年6月30日 | 2965 | $335342 | 不再跟踪 |
| DXCM | 2025年12月31日 | 4815 | $324001 | 34.8% |
| MRK | 2025年12月31日 | 3578 | $300302 | 44.1% |
| IVE | 2026年6月30日 | 1202 | $253770 | 不再跟踪 |
| PYPL | 2026年3月31日 | 4308 | $251501 | 37.6% |
| FLDR | 2025年9月30日 | 4700 | $235329 | 不再跟踪 |
| SDY | 2025年12月31日 | 1680 | $235284 | 不再跟踪 |
| ABT | 2026年3月31日 | 1821 | $228153 | 11.4% |
| NOW | 2026年6月30日 | 2171 | $226978 | 30.6% |
| NEE | 2025年6月30日 | 3173 | $224904 | 22.4% |
| CRM | 2025年3月31日 | 646 | $215977 | -23.4% |