CIK: 0002111429
申报总市值
US$1.2亿
申报季度: 2026-03-31 · 持股只数: 85
Ridge Creek Global, Inc在最新一期 13F 报告中披露了 85 项持股，申报期为 2026-03-31，总持股市值约为 US$1.2亿，季度换手率为 11.1%。
Ridge Creek Global, Inc 目前披露的持仓，Herfindahl 集中度指数为 0.042——换算下来相当于约 24 个等权重仓位，明显低于其实际披露的 85 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。
整体仓位大小差异较大（变异系数为 1.62），除少数重仓仓位外，还有许多规模较小的持仓。
近期操作偏向加仓既有的大仓位，而非大幅加仓新建仓的仓位（倾斜幅度为 3.0 个百分点）——这种模式较符合动量追涨的操作风格。
目前行业板块分类约覆盖此投资组合披露价值的 56%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
减仓 MSFT
-1.3% -US$126.1万
加仓 AEM
-0.3% US$68.7万
减仓 VTI
+0.1% -US$81.1万
减仓 VGT
-1.8% -US$62.6万
减仓 INVH
-50.3% -US$54.9万
加仓 BE
0.0% US$48.8万
| # | 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 | VTI | Vanguard Total Stock Mkt ETF | ETF-其他 | 15.64% | -0.51% | +0.10% | |
| 2 | VGT | Vanguard Info Tech ETF | ETF-科技型 | 5.29% | -0.47% | -1.81% | |
| 3 | IAU | Ishares Gold Trust | ETF-避险与商品 | 4.50% | +0.40% | -0.02% | |
| 4 | NEM | Newmont CORP | 股票-原材料 | 4.43% | +0.38% | -0.25% | |
| 5 | AEM | Agnico Eagle Mines LTD | 股票-原材料 | 3.58% | +0.61% | -0.26% | |
| 6 | EFA | Ishares Msci Eafe ETF | ETF-其他 | 3.33% | +0.11% | +1.32% | |
| 7 | MSFT | Microsoft CORP | 股票-科技 | 3.30% | -1.02% | -1.31% | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.06% | -0.19% | — | |
| 9 | GOOGL | Alphabet Inc-cl A | 股票-通信服务 | 2.86% | -0.21% | +0.43% | |
| 10 | ETN | Eaton Corporation plc | 股票-工业 | 2.48% | +0.22% | -3.13% | |
| 11 | FXF | Invesco Currencyshares Swiss | ETF-其他 | 2.01% | — | -0.32% | |
| 12 | RTX | Rtx CORP | 股票-工业 | 1.90% | +0.10% | -0.68% | |
| 13 | CMI | Cummins INC | 股票-工业 | 1.81% | +0.10% | -0.38% | |
| 14 | PWR | Quanta Services INC | 股票-工业 | 1.77% | +0.42% | — | |
| 15 | AMTM | Amentum Holdings INC | 股票-工业 | 1.56% | -0.16% | -0.48% | |
| 16 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.47% | -0.12% | — | |
| 17 | HLT | Hilton Worldwide Holdings In | 股票-周期性消费 | 1.47% | — | -2.19% | |
| 18 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-其他 | 1.44% | — | -2.11% | |
| 19 | EZM | Wisdomtree US Midcap Fund | ETF-其他 | 1.30% | — | -0.17% | |
| 20 | DGRW | Wisdomtree U.s. Quality Divi | ETF-其他 | 1.26% | — | — | |
| 21 | HON | Honeywell International INC | 股票-工业 | 1.21% | +0.17% | -0.39% | |
| 22 | VXF | Vanguard Extended Market ETF | ETF-其他 | 1.20% | — | +6.19% | |
| 23 | BE | Bloom Energy Corp- A | 股票-工业 | 1.15% | +0.42% | — | |
| 24 | IYJ | Ishares U.s. Industrials ETF | ETF-其他 | 1.11% | — | — | |
| 25 | SYK | Stryker CORP | 股票-医疗保健 | 1.10% | -0.08% | -1.32% | |
| 26 | ADP | Automatic Data Processing | 股票-科技 | 1.08% | -0.27% | -0.40% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 1.06% | — | — | |
| 28 | VIG | Vanguard Dividend Apprec ETF | ETF-其他 | 1.06% | — | — | |
| 29 | DIS | Walt Disney Co/the | 股票-通信服务 | 1.01% | -0.18% | -0.52% | |
| 30 | ALC | Alcon Inc. | 股票-医疗保健 | 0.97% | -0.05% | -1.37% | |
| 31 | SHW | Sherwin-williams Co/the | 股票-原材料 | 0.97% | — | -0.42% | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-大型股与成长 | 0.96% | +0.09% | +14.87% | |
| 33 | EEM | Ishares Msci Emerging Market | ETF-新兴市场 | 0.95% | +0.13% | +11.06% | |
| 34 | IDU | Ishares US Utilities ETF | ETF-其他 | 0.77% | — | — | |
| 35 | FLEX | Flex Ltd. | 股票-科技 | 0.74% | +0.07% | — | |
| 36 | FSLR | First Solar INC | 股票-科技 | 0.73% | -0.23% | — | |
| 37 | HBM | Hudbay Minerals INC | 股票-其他 | 0.73% | — | — | |
| 38 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 0.71% | -0.06% | — | |
| 39 | TTEK | Tetra Tech INC | 股票-工业 | 0.69% | -0.07% | -0.40% | |
| 40 | CVX | Chevron CORP | 股票-能源 | 0.69% | +0.18% | -2.00% | |
| 41 | JPST | Jpmorgan Ultra-short Income | ETF-其他 | 0.69% | — | -4.04% | |
| 42 | LIN | Linde plc | 股票-原材料 | 0.67% | +0.10% | — | |
| 43 | MTZ | Mastec INC | 股票-工业 | 0.65% | +0.21% | — | |
| 44 | NEE | Nextera Energy INC | 股票-公用事业 | 0.62% | +0.08% | -1.25% | |
| 45 | CINF | Cincinnati Financial CORP | 股票-金融 | 0.60% | — | — | |
| 46 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.58% | — | — | |
| 47 | EMB | Ishares Jp Morgan Usd Emergi | ETF-其他 | 0.56% | — | — | |
| 48 | PGR | Progressive CORP | 股票-金融 | 0.49% | -0.06% | — | |
| 49 | NVDA | Nvidia CORP | 股票-科技 | 0.48% | — | — | |
| 50 | RIO | Rio Tinto Plc-spon Adr | 股票-原材料 | 0.46% | +0.07% | — |
Q3 2026表现
-4.2%
近4个季度表现
-3.8%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的66%）计算
Ridge Creek Global, Inc 在 2026-03-31 最显著的持仓异动： 新建仓: Nextpower Inc-cl A (NXT); 新建仓: Exxon Mobil CORP (XOM); 清仓: JFrog Ltd. (FROG); 清仓: American Express Co (AXP); 清仓: Amazon.com INC (AMZN).
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | AEM | Agnico Eagle Mines LTD | +0.6% | -0.26% | 减仓 |
| 2 | BE | Bloom Energy Corp- A | +0.4% | — | 不变 |
| 3 | PWR | Quanta Services INC | +0.4% | — | 不变 |
| 4 | IAU | Ishares Gold Trust | +0.4% | -0.02% | 减仓 |
| 5 | NEM | Newmont CORP | +0.4% | -0.25% | 减仓 |
| 6 | ETN | Eaton Corporation plc | +0.2% | -3.13% | 减仓 |
| 7 | MTZ | Mastec INC | +0.2% | — | 不变 |
| 8 | ENS | Enersys | +0.2% | +54.64% | 加仓 |
| 9 | CVX | Chevron CORP | +0.2% | -2.00% | 减仓 |
| 10 | HON | Honeywell International INC | +0.2% | -0.39% | 减仓 |
| 11 | EEM | Ishares Msci Emerging Market | +0.1% | +11.06% | 加仓 |
| 12 | EFA | Ishares Msci Eafe ETF | +0.1% | +1.32% | 加仓 |
| 13 | ALB | Albemarle CORP | +0.1% | — | 不变 |
| 14 | LIN | Linde plc | +0.1% | — | 不变 |
| 15 | CMI | Cummins INC | +0.1% | -0.38% | 减仓 |
| 16 | RTX | Rtx CORP | +0.1% | -0.68% | 减仓 |
| 17 | COP | Conocophillips | +0.1% | — | 不变 |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +14.87% | 加仓 |
| 19 | XIFR | Xplr Infrastructure LP | +0.1% | +37.33% | 加仓 |
| 20 | NEE | Nextera Energy INC | +0.1% | -1.25% | 减仓 |
| 21 | RIO | Rio Tinto Plc-spon Adr | +0.1% | — | 不变 |
| 22 | FLEX | Flex Ltd. | +0.1% | — | 不变 |
| 23 | FCX | Freeport-mcmoran INC | +0.1% | — | 不变 |
| 24 | ALC | Alcon Inc. | -0.1% | -1.37% | 减仓 |
| 25 | PGR | Progressive CORP | -0.1% | — | 不变 |
| 26 | CMG | Chipotle Mexican Grill INC | -0.1% | -1.90% | 减仓 |
| 27 | GOOG | Alphabet Inc-cl C | -0.1% | — | 不变 |
| 28 | SHLS | Shoals Technologies Group -a | -0.1% | — | 不变 |
| 29 | TTEK | Tetra Tech INC | -0.1% | -0.40% | 减仓 |
| 30 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | — | 不变 |
| 31 | SYK | Stryker CORP | -0.1% | -1.32% | 减仓 |
| 32 | CEG | Constellation Energy | -0.1% | — | 不变 |
| 33 | RUN | Sunrun INC | -0.1% | — | 不变 |
| 34 | JPM | Jpmorgan Chase & Co | -0.1% | — | 不变 |
| 35 | HL | Hecla Mining Co | -0.1% | -20.00% | 减仓 |
| 36 | AMTM | Amentum Holdings INC | -0.2% | -0.48% | 减仓 |
| 37 | DIS | Walt Disney Co/the | -0.2% | -0.52% | 减仓 |
| 38 | AAPL | Apple INC | -0.2% | — | 不变 |
| 39 | GOOGL | Alphabet Inc-cl A | -0.2% | +0.43% | 加仓 |
| 40 | FSLR | First Solar INC | -0.2% | — | 不变 |
| 41 | ADP | Automatic Data Processing | -0.3% | -0.40% | 减仓 |
| 42 | INVH | Invitation Homes INC | -0.5% | -50.29% | 减仓 |
| 43 | VGT | Vanguard Info Tech ETF | -0.5% | -1.81% | 减仓 |
| 44 | VTI | Vanguard Total Stock Mkt ETF | -0.5% | +0.10% | 加仓 |
| 45 | MSFT | Microsoft CORP | -1% | -1.31% | 减仓 |
| 46 | NXT | Nextpower Inc-cl A | — | NEW | 新建仓 |
| 47 | XOM | Exxon Mobil CORP | — | NEW | 新建仓 |
| 48 | FROG | JFrog Ltd. | — | EXIT | 清仓 |
| 49 | AXP | American Express Co | — | EXIT | 清仓 |
| 50 | AMZN | Amazon.com INC | — | EXIT | 清仓 |
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-13 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-02-13 | 13F-HR | 在 EDGAR 上查看 |
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