ASHFORD CAPITAL MANAGEMENT INC
WILMINGTON DE · SEC CIK 0000897070
$8.09亿2026Q1 申报市值
99持仓数
39.8%前十大占比 · 第一大 7.4%
8 / 16新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
LB 新建仓+$1,716.17万
VNOM 新建仓+$1,610.25万
SNEX 加仓+$1,357.35万
YOU 加仓+$1,274.24万
IDCC 加仓+$794.74万
2026Q1 卖出最多 按季末市值估算
VICR 减仓-$3,869.17万
CYBERARK SOFTWAR 清仓-$1,440.51万
CLEARWATER ANALY 清仓-$1,234.41万
AVPT 清仓-$1,115.12万
NCNO 清仓-$1,041.77万
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SKWD | SKYWARD SPECIALTY INSURANCE GROUP | $1,704.97万 | 2.11% | 390,332 | 2,630 | 0.7% | $11.49万 | 加仓 |
| LB | LANDBRIDGE COMPANY, LLC | $1,716.17万 | 2.12% | 248,540 | 248,540 | — | $1,716.17万 | 新建仓 |
| AYI | ACUITY, INC. | $1,780.49万 | 2.20% | 63,539 | -2,183 | -3.3% | -$61.17万 | 减仓 |
| VICR | VICOR CORP | $1,827.91万 | 2.26% | 113,535 | -240,321 | -67.9% | -$3,869.17万 | 减仓 |
| VOXR | VOX ROYALTY CORP. | $1,879.54万 | 2.32% | 3,586,900 | 434,530 | 13.8% | $227.69万 | 加仓 |
| FNV | FRANCO-NEVADA CORP | $2,016.45万 | 2.49% | 81,621 | -8,236 | -9.2% | -$203.47万 | 减仓 |
| UFPT | UFP TECHNOLOGIES, INC. | $2,091.07万 | 2.58% | 108,010 | 11,350 | 11.7% | $219.74万 | 加仓 |
| HQY | HEALTHEQUITY, INC. | $2,226.98万 | 2.75% | 266,481 | -5,242 | -1.9% | -$43.81万 | 减仓 |
| EQIX | EQUINIX INC | $2,291.31万 | 2.83% | 23,375 | -49 | -0.2% | -$4.80万 | 减仓 |
| RDVT | RED VIOLET INC | $2,376.38万 | 2.94% | 686,816 | 83,998 | 13.9% | $290.63万 | 加仓 |
| CLBT | CELLEBRITE DI LTD/ISRAEL | $2,429.33万 | 3.00% | 1,762,937 | 92,092 | 5.5% | $126.90万 | 加仓 |
| YOU | CLEAR SECURE, INC. -CLASS A | $2,581.55万 | 3.19% | 533,268 | 263,218 | 97.5% | $1,274.24万 | 加仓 |
| VTI | VANGUARD TOTAL STOCK MARKET ETF | $3,068.68万 | 3.79% | 95,654 | 1,827 | 1.9% | $58.61万 | 加仓 |
| — | SUPERNUS PHARMACEUTICALS INC. | $3,335.97万 | 4.12% | 645,381 | 32,843 | 5.4% | $169.77万 | 加仓 |
| SNEX | STONEX GROUP, INC. | $3,763.37万 | 4.65% | 466,630 | 168,301 | 56.4% | $1,357.35万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS - CL B | $4,144.04万 | 5.12% | 207,565 | -6,213 | -2.9% | -$124.04万 | 减仓 |
| GSAT | GLOBALSTAR INC. | $6,027.82万 | 7.45% | 907,531 | -91,464 | -9.2% | -$607.50万 | 减仓 |