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Rithm Capital Corp. · 13F 持仓分析
期权收益计算器 机构排行

Rithm Capital Corp.

RITMNo.9306 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$8,141.8万
环比变动 Q1 2026
+$1,404.8万+20.9%
持仓股票数
38
新买入
3
加仓
7
减仓
1
清仓
3
持股不变
27
股价 vs SPYRithm Capital Corp. (RITM)S&P 500 (SPY)
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
RRITHM PPTY TR INC COM NEW SHSRPT
13.55%13.03%$1,103.2万76.6万股$877.5万65.5万股+11.1万股+16.91%加仓
RRITHM PROPER 9.875 PFDPFD
12.24%14.78%$996.2万40.0万股$995.8万40.0万股00.00%持仓不变
RRITHM ACQUISITION
8.73%10.39%$711.2万66.0万股$700.3万66.0万股00.00%持仓不变
GE VernovaGEV
4.98%4.47%$405.3万3,450股$301.2万3,450股00.00%持仓不变
FFLEXFLEX
4.28%2.09%$348.5万2.2万股$140.7万2.2万股00.00%持仓不变
VertivVRT
3.29%2.98%$267.9万8,000股$200.5万8,000股00.00%持仓不变
FFORGENT POWER SOLUTIONSFPS
3.09%1.96%$251.4万4.5万股$131.7万4.5万股00.00%持仓不变
QUANTA SVCSPWR
3.01%2.77%$244.8万3,400股$186.7万3,400股00.00%持仓不变
SSTERLING INFRASTRUCTURESTRL
2.68%1.57%$218.2万2,600股$105.9万2,600股00.00%持仓不变
伊顿ETN
2.51%2.55%$204.5万4,800股$171.7万4,800股00.00%持仓不变
NVENT ELECTRICNVT
2.4%2.02%$195.1万1.2万股$136.0万1.2万股00.00%持仓不变
DDYCOM INDSDY
2.36%1.91%$192.1万3,800股$128.8万3,800股00.00%持仓不变
EEVERUS CONSTRECG
2.14%1.84%$174.2万1.1万股$124.0万1.1万股00.00%持仓不变
PPOWELL INDSPOWL
2%1.53%$163.2万5,700股$102.8万1,900股+3,800股+200.00%加仓
MMYRMYRG
1.84%1.26%$150.1万3,000股$84.7万3,000股00.00%持仓不变
MMASTECMTZ
1.79%1.67%$145.6万3,500股$112.6万3,500股00.00%持仓不变
VVALMONT INDSVMI
1.77%$144.4万2,500股$00股+2,500股新买入
FIRST SOLAR COMFSLR
1.74%1.32%$141.6万6,000股$88.8万4,500股+1,500股+33.33%加仓
EMCOREME
1.68%1.37%$136.9万1,650股$92.3万1,250股+400股+32.00%加仓
美国电力AEP
1.68%1.65%$136.8万1.0万股$111.4万8,500股+1,500股+17.65%加仓
哈勃HUBB
1.61%1.82%$130.8万2,500股$122.7万2,500股00.00%持仓不变
WASTE MGMT DELWM
1.59%1.98%$129.3万5,800股$133.3万5,800股00.00%持仓不变
BELDENBDC
1.49%1.73%$121.7万1.0万股$116.6万1.0万股00.00%持仓不变
杜克能源DUK
1.49%1.67%$121.5万9,600股$112.6万8,600股+1,000股+11.63%加仓
CLEAN HARBORSCLH
1.47%1.7%$119.5万4,000股$114.7万4,000股00.00%持仓不变
星座能源CEG
1.45%1.97%$118.0万4,750股$132.6万4,750股00.00%持仓不变
PPRIMORIS SVCSPRIM
1.45%2.1%$118.0万1.2万股$141.6万9,900股+2,000股+20.20%加仓
N新纪元能源NEE
1.42%1.81%$115.4万1.3万股$122.1万1.3万股00.00%持仓不变
EntergyETR
1.41%$114.9万1.0万股$00股+1.0万股新买入
南方电力SO
1.35%1.65%$110.1万1.2万股$111.0万1.2万股00.00%持仓不变
REPUBLIC SVCSRSG
1.26%1.56%$102.3万4,800股$105.1万4,800股00.00%持仓不变
WASTE CONNECTIONSWCN
1.25%1.47%$101.7万6,100股$99.1万6,100股00.00%持仓不变
NNextPowerNXT
1.24%2.06%$101.3万8,500股$138.6万1.2万股-3,000股-26.09%减仓
CASELLA WASTE SYSCWST
0.98%0.97%$80.0万8,250股$65.5万8,250股00.00%持仓不变
艾默生电气EMR
0.97%1.07%$78.7万5,500股$72.1万5,500股00.00%持仓不变
ONEOKOKE
0.85%1.07%$69.6万8,000股$72.3万8,000股00.00%持仓不变
BWX科技BWXT
0.62%0.79%$50.6万2,600股$53.2万2,600股00.00%持仓不变
道明尼能源D
0.34%$27.3万4,000股$00股+4,000股新买入

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