13FBOX
MAD RIVER INVESTORS · 13F 持仓分析
期权收益计算器 机构排行

MAD RIVER INVESTORS

No.6139 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$2.68亿
环比变动 Q1 2026
-$976.4万-3.5%
持仓股票数
29
新买入
1
加仓
10
减仓
9
清仓
3
持股不变
9
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
TTEXAS PACIFIC LAND CORPORATITPL
46.58%48.69%$1.25亿28.5万股$1.35亿28.5万股+210股+0.07%加仓
PPERMIAN BASIN RTY TRPBT
9.39%7.77%$2,516.9万100.5万股$2,158.8万100.3万股+2,012股+0.20%加仓
LANDBRIDGE CO LLC CL A CLASS ALB
7.92%6.62%$2,123.3万26.8万股$1,839.4万26.6万股+1,568股+0.59%加仓
HHAWAIIAN ELEC INDS MTN BHE
6.92%7.28%$1,854.5万137.1万股$2,024.1万136.4万股+6,700股+0.49%加仓
GRAYSCALE BITCOIN TRUST ETFGBTC
6.11%6.84%$1,639.4万36.0万股$1,900.1万36.0万股00.00%持仓不变
MMIAMI INTLMIAX
4.01%1.14%$1,073.9万28.9万股$316.2万8.1万股+20.8万股+255.69%加仓
WWATERBRIDGE INFRASTRUCTURE LWBI
3.42%2.61%$917.8万26.8万股$725.7万27.1万股-3,099股-1.14%减仓
MESABI TRMSB
3.05%3.65%$819.0万32.4万股$1,012.9万32.2万股+2,189股+0.68%加仓
惠顿贵金属WPM
2.35%4.21%$630.9万5.6万股$1,169.5万8.9万股-3.3万股-37.08%减仓
FRANCO NEVFNV
1.75%2.1%$469.1万2.3万股$582.8万2.4万股-1,084股-4.60%减仓
F富达·WISE ORIGIN BITCOIN FUNDFBTC
1.34%1.49%$359.2万7.0万股$415.2万7.0万股+30股+0.04%加仓
CCARNIVAL CORP LTD COMMON SHARESCCL
1.02%1.45%$272.5万9.5万股$404.2万15.6万股-6.1万股-38.93%减仓
G通用动力VTI
0.94%1.02%$251.6万6,800股$282.3万8,800股-2,000股-22.73%减仓
GGRAYSCALE BITCOIN MINI TR ETF SHS NEWBTC
0.79%0.88%$211.5万8.2万股$243.6万8.1万股+300股+0.37%加仓
PALO ALTOPANW
0.7%0.32%$187.0万5,484股$87.9万5,484股00.00%持仓不变
芝加哥期权交易所CBOE
0.61%0.68%$162.7万6,705股$187.7万6,680股+25股+0.37%加仓
苹果AAPL
0.55%0.47%$146.1万5,050股$129.4万5,100股-50股-0.98%减仓
甲骨文ORCL
0.44%0.43%$118.0万8,050股$118.4万8,050股00.00%持仓不变
INTERCONTINENTAL EXCHANGE COMICE
0.36%0.43%$96.6万7,846股$120.2万7,645股+201股+2.63%加仓
亚马逊AMZN
0.3%0.26%$81.0万3,400股$72.9万3,500股-100股-2.86%减仓
联合健康UNH
0.26%0.17%$70.7万1,700股$46.0万1,700股00.00%持仓不变
思科CSCO
0.26%0.17%$70.5万6,000股$46.6万6,000股00.00%持仓不变
CINCINNATI FINL COMCINF
0.25%0.2%$66.7万3,600股$56.6万3,600股00.00%持仓不变
伊顿ETN
0.19%0.15%$51.1万1,200股$42.9万1,200股00.00%持仓不变
RRLIRLI
0.13%0.12%$35.4万6,000股$34.2万6,000股00.00%持仓不变
伯克希尔哈撒韦BRK.B
0.12%0.14%$31.3万625股$39.5万825股-200股-24.24%减仓
强生JNJ
0.11%0.11%$30.5万1,200股$29.3万1,200股00.00%持仓不变
CCACI国际CACI
0.08%0.16%$21.1万455股$43.8万805股-350股-43.48%减仓
FFERMIFRMI
0.06%$15.1万1.7万股$00股+1.7万股新买入

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