CIK: 0002065487
申报总市值
US$1.3亿
申报季度: 2026-03-31 · 持股只数: 92
Rydar Equities, Inc.在最新一期 13F 报告中披露了 92 项持股，申报期为 2026-03-31，总持股市值约为 US$1.3亿，季度换手率为 13.7%。
Rydar Equities, Inc. 目前披露的持仓，Herfindahl 集中度指数为 0.024——换算下来相当于约 41 个等权重仓位，明显低于其实际披露的 92 只持仓。这一差距显示该机构的策略偏向集中在少数高信心仓位，而非广泛分散。
整体仓位大小相当一致（变异系数为 1.13），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
减仓 MSFT
+0.9% -US$119.0万
减仓 AMZN
-1.0% -US$83.5万
加仓 JNJ
+51.4% US$64.9万
加仓 T
+5.1% US$64.2万
加仓 XOM
+0.7% US$63.7万
减仓 MELI
-0.8% -US$52.9万
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple INC | 股票-科技 | 7.68% | -0.39% | +2.49% | |
| 2 | AMZN | Amazon.com INC | 股票-周期性消费 | 5.33% | -0.69% | -1.00% | |
| 3 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 4.42% | -0.16% | +5.82% | |
| 4 | JPM | Jpmorgan Chase & Co | 股票-金融 | 3.74% | -0.29% | +2.51% | |
| 5 | NVDA | Nvidia CORP | 股票-科技 | 3.50% | -0.15% | +3.13% | |
| 6 | GS | Goldman Sachs Group INC | 股票-金融 | 3.30% | +0.08% | +7.86% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.13% | -0.95% | +0.87% | |
| 8 | T | At&t INC | 股票-通信服务 | 2.74% | +0.48% | +5.12% | |
| 9 | MELI | Mercadolibre INC | 股票-周期性消费 | 2.26% | -0.43% | -0.76% | |
| 10 | MS | Morgan Stanley | 股票-金融 | 2.20% | -0.23% | -1.56% | |
| 11 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 2.12% | +0.10% | +6.37% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 1.98% | -0.20% | -4.00% | |
| 13 | RTX | Rtx CORP | 股票-工业 | 1.95% | — | -3.59% | |
| 14 | WM | Waste Management INC | 股票-工业 | 1.94% | — | +0.17% | |
| 15 | PAA | Plains All Amer Pipeline LP | 股票-能源 | 1.88% | +0.39% | +2.08% | |
| 16 | COST | Costco Wholesale CORP | 股票-非周期性消费 | 1.83% | +0.20% | -6.02% | |
| 17 | LMT | Lockheed Martin CORP | 股票-工业 | 1.79% | +0.31% | -2.17% | |
| 18 | WMT | Walmart INC | 股票-非周期性消费 | 1.79% | +0.20% | +1.49% | |
| 19 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.76% | -0.31% | +3.77% | |
| 20 | XOM | Exxon Mobil CORP | 股票-能源 | 1.67% | +0.48% | +0.67% | |
| 21 | KO | Coca-cola Co/the | 股票-非周期性消费 | 1.63% | +0.14% | +1.30% | |
| 22 | QQQ | Invesco Qqq Trust Series 1 | ETF-科技型 | 1.62% | -0.13% | -0.57% | |
| 23 | MCD | Mcdonald's CORP | 股票-周期性消费 | 1.56% | — | +2.03% | |
| 24 | COF | Capital One Financial CORP | 股票-金融 | 1.46% | +0.11% | +44.24% | |
| 25 | HD | Home Depot INC | 股票-周期性消费 | 1.39% | +0.10% | +13.41% | |
| 26 | AXP | American Express Co | 股票-金融 | 1.36% | -0.16% | +10.39% | |
| 27 | AZO | Autozone INC | 股票-周期性消费 | 1.31% | — | +7.74% | |
| 28 | TRV | Travelers Cos Inc/the | 股票-金融 | 1.26% | — | +2.77% | |
| 29 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-大型股与成长 | 1.18% | -0.13% | -5.83% | |
| 30 | UNP | Union Pacific CORP | 股票-工业 | 1.18% | — | +3.38% | |
| 31 | JNJ | Johnson & Johnson | 股票-医疗保健 | 1.14% | +0.50% | +51.45% | |
| 32 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.11% | -0.20% | +0.19% | |
| 33 | CMI | Cummins INC | 股票-工业 | 1.07% | +0.30% | +32.46% | |
| 34 | CRWD | Crowdstrike Holdings INC - A | 股票-科技 | 1.06% | +0.19% | +46.39% | |
| 35 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 1.02% | — | +2.67% | |
| 36 | TSLA | Tesla INC | 股票-周期性消费 | 0.97% | -0.12% | +9.47% | |
| 37 | CVX | Chevron CORP | 股票-能源 | 0.88% | +0.21% | -2.87% | |
| 38 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.88% | -0.23% | -3.13% | |
| 39 | MA | Mastercard INC - A | 股票-金融 | 0.81% | -0.12% | +0.14% | |
| 40 | VWO | Vanguard Ftse Emerging Marke | ETF-新兴市场 | 0.81% | — | +2.65% | |
| 41 | META | Meta Platforms Inc-class A | 股票-通信服务 | 0.80% | — | +4.79% | |
| 42 | COP | Conocophillips | 股票-能源 | 0.75% | +0.35% | +35.11% | |
| 43 | CARR | Carrier Global CORP | 股票-工业 | 0.73% | — | -1.12% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 0.71% | — | +1.32% | |
| 45 | UBER | Uber Technologies INC | 股票-工业 | 0.70% | -0.11% | -1.01% | |
| 46 | PANW | Palo Alto Networks INC | 股票-科技 | 0.69% | — | +1.38% | |
| 47 | LRCX | Lam Research CORP | 股票-科技 | 0.63% | +0.13% | +0.50% | |
| 48 | NOC | Northrop Grumman CORP | 股票-工业 | 0.62% | — | -1.35% | |
| 49 | VLO | Valero Energy CORP | 股票-能源 | 0.58% | +0.17% | -5.88% | |
| 50 | RSG | Republic Services INC | 股票-工业 | 0.57% | — | +2.25% |
Q3 2026表现
+3.2%
近4个季度表现
+15.7%
基于可获取价格的持仓（占申报价值的85%）计算
Rydar Equities, Inc. 在 2026-03-31 最显著的持仓异动： 清仓: Blackrock INC (BLK); 新建仓: Kla CORP (KLAC); 清仓: Fs Kkr Capital CORP (FSK); 新建仓: L3harris Technologies INC (LHX); 新建仓: Texas Pacific Land CORP (TPL).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JNJ | Johnson & Johnson | +0.5% | +51.45% | 加仓 |
| 2 | T | At&t INC | +0.5% | +5.12% | 加仓 |
| 3 | XOM | Exxon Mobil CORP | +0.5% | +0.67% | 加仓 |
| 4 | PAA | Plains All Amer Pipeline LP | +0.4% | +2.08% | 加仓 |
| 5 | COP | Conocophillips | +0.4% | +35.11% | 加仓 |
| 6 | LMT | Lockheed Martin CORP | +0.3% | -2.17% | 减仓 |
| 7 | CMI | Cummins INC | +0.3% | +32.46% | 加仓 |
| 8 | CVX | Chevron CORP | +0.2% | -2.87% | 减仓 |
| 9 | WMT | Walmart INC | +0.2% | +1.49% | 加仓 |
| 10 | COST | Costco Wholesale CORP | +0.2% | -6.02% | 减仓 |
| 11 | CRWD | Crowdstrike Holdings INC - A | +0.2% | +46.39% | 加仓 |
| 12 | VLO | Valero Energy CORP | +0.2% | -5.88% | 减仓 |
| 13 | KO | Coca-cola Co/the | +0.1% | +1.30% | 加仓 |
| 14 | OXY | Occidental Petroleum CORP | +0.1% | +5.00% | 加仓 |
| 15 | BA | Boeing Co/the | +0.1% | +39.56% | 加仓 |
| 16 | LRCX | Lam Research CORP | +0.1% | +0.50% | 加仓 |
| 17 | OKE | Oneok INC | +0.1% | +17.17% | 加仓 |
| 18 | COF | Capital One Financial CORP | +0.1% | +44.24% | 加仓 |
| 19 | CAT | Caterpillar INC | +0.1% | +37.50% | 加仓 |
| 20 | PG | Procter & Gamble Co/the | +0.1% | +6.37% | 加仓 |
| 21 | ORLY | O'reilly Automotive INC | +0.1% | +32.39% | 加仓 |
| 22 | HD | Home Depot INC | +0.1% | +13.41% | 加仓 |
| 23 | GS | Goldman Sachs Group INC | +0.1% | +7.86% | 加仓 |
| 24 | UBER | Uber Technologies INC | -0.1% | -1.01% | 减仓 |
| 25 | TSLA | Tesla INC | -0.1% | +9.47% | 加仓 |
| 26 | MA | Mastercard INC - A | -0.1% | +0.14% | 加仓 |
| 27 | DIA | Ss Spdr Dow Jones Indus Avg | -0.1% | -5.83% | 减仓 |
| 28 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -0.57% | 减仓 |
| 29 | SHOP | Shopify INC - Class A | -0.1% | +0.02% | 加仓 |
| 30 | NVDA | Nvidia CORP | -0.2% | +3.13% | 加仓 |
| 31 | HOOD | Robinhood Markets INC - A | -0.2% | -0.11% | 减仓 |
| 32 | AXP | American Express Co | -0.2% | +10.39% | 加仓 |
| 33 | GOOGL | Alphabet Inc-cl A | -0.2% | +5.82% | 加仓 |
| 34 | LLY | Eli Lilly & Co | -0.2% | +0.19% | 加仓 |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | -0.2% | -4.00% | 减仓 |
| 36 | UNH | Unitedhealth Group INC | -0.2% | -3.13% | 减仓 |
| 37 | MS | Morgan Stanley | -0.2% | -1.56% | 减仓 |
| 38 | JPM | Jpmorgan Chase & Co | -0.3% | +2.51% | 加仓 |
| 39 | PLTR | Palantir Technologies Inc-a | -0.3% | +3.77% | 加仓 |
| 40 | AAPL | Apple INC | -0.4% | +2.49% | 加仓 |
| 41 | MELI | Mercadolibre INC | -0.4% | -0.76% | 减仓 |
| 42 | AMZN | Amazon.com INC | -0.7% | -1.00% | 减仓 |
| 43 | MSFT | Microsoft CORP | -1% | +0.87% | 加仓 |
| 44 | BLK | Blackrock INC | — | EXIT | 清仓 |
| 45 | KLAC | Kla CORP | — | NEW | 新建仓 |
| 46 | FSK | Fs Kkr Capital CORP | — | EXIT | 清仓 |
| 47 | LHX | L3harris Technologies INC | — | NEW | 新建仓 |
| 48 | TPL | Texas Pacific Land CORP | — | NEW | 新建仓 |
| 49 | WFC | Wells Fargo & Co | — | EXIT | 清仓 |
| 50 | HBAN | Huntington Bancshares INC | — | NEW | 新建仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-04-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-21 | 13F-HR | 在 EDGAR 上查看 |
| 2025-09-30 | 2025-10-10 | 13F-HR | 在 EDGAR 上查看 |
| 2025-06-30 | 2025-09-30 | 13F-HR | 在 EDGAR 上查看 |
资产规模相近的机构
CIK 0002095884
申报总市值
US$1.3亿
46 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0001846505
申报总市值
US$1.3亿
80 stks
2026-03-31
资产规模与本机构相差仅 0.0%
CIK 0001927623
申报总市值
US$1.3亿
29 stks
2026-03-31
资产规模与本机构相差仅 0.1%
持仓风格相似的机构
CIK 0002013713
申报总市值
US$1.9亿
62 stks
2026-06-30
前五大持仓重叠 5/5 档，同样重仓 Apple INC
CIK 0000002230
申报总市值
US$28.4亿
99 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP
CIK 0000038777
申报总市值
US$4083.0亿
14,782 stks
2026-03-31
前五大持仓重叠 4/5 档，同样重仓 Nvidia CORP