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 |
|---|---|---|---|---|---|---|---|---|
| — | CLEARWATER ANALYTICS HDS - CL A | $0 | 0.00% | 0 | -511,779 | -100.0% | -$1,234.41万 | 清仓 |
| AVPT | AVEPOINT, INC. | $0 | 0.00% | 0 | -802,819 | -100.0% | -$1,115.12万 | 清仓 |
| NCNO | NCINO, INC. | $0 | 0.00% | 0 | -406,307 | -100.0% | -$1,041.77万 | 清仓 |
| S | SENTINELONE, INC. - CLASS A | $0 | 0.00% | 0 | -601,830 | -100.0% | -$902.75万 | 清仓 |
| VIA | VIA TRANSPORTATION, INC. - CL A | $0 | 0.00% | 0 | -190,660 | -100.0% | -$553.10万 | 清仓 |
| ROP | ROPER TECHNOLOGIES, INC | $0 | 0.00% | 0 | -6,670 | -100.0% | -$296.90万 | 清仓 |
| SRLN | SPDR BLACKSTONE SENIOR LOAN ETF | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MOD | MODINE MANUFACTURING CO | $0 | 0.00% | 0 | -14,736 | -100.0% | -$196.74万 | 清仓 |
| VRSK | VERISK ANALYTICS INC - CLASS A | $0 | 0.00% | 0 | -6,564 | -100.0% | -$146.83万 | 清仓 |
| CAH | CARDINAL HEALTH | $0 | 0.00% | 0 | -6,087 | -100.0% | -$125.09万 | 清仓 |
| AFRM | AFFIRM HOLDINGS - CL A. | $0 | 0.00% | 0 | -6,775 | -100.0% | -$50.43万 | 清仓 |
| MKTX | MARKETAXESS HOLDINGS INC | $0 | 0.00% | 0 | -2,000 | -100.0% | -$36.25万 | 清仓 |
| RHLD | RESOLUTE HOLDINGS MANAGEMENT | $0 | 0.00% | 0 | -1,261 | -100.0% | -$26.03万 | 清仓 |
| CLS | CELESTICA | $0 | 0.00% | 0 | -870 | -100.0% | -$25.72万 | 清仓 |
| QURE | UNIQURE NV | $0 | 0.00% | 0 | -10,000 | -100.0% | -$23.93万 | 清仓 |
| IAU | ISHARES GOLD TRUST | $0 | 0.00% | 0 | -2,850 | -100.0% | -$23.13万 | 清仓 |
| QQQ | INVESCO QQQ TRUST SERIES 1 | $0 | 0.00% | 0 | — | — | — | 申报中断 |