Bienville Capital Management, LLC
New York NY · SEC CIK 0001605070
$7.50亿2026Q2 申报市值
95持仓数
48.2%前十大占比 · 第一大 7.2%
31 / 11新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SOFI 新建仓+$2,738.64万
HIMS 新建仓+$2,724.16万
ADME 加仓+$2,057.15万
MELI 加仓+$1,828.77万
PLTR 新建仓+$1,498.23万
2026Q2 卖出最多 按季末市值估算
RBRK 减仓-$2,815.45万
DDOG 清仓-$2,011.23万
IOT 清仓-$1,764.70万
AFRM 清仓-$1,495.54万
HOOD 清仓-$1,440.04万
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -170,371 | -100.0% | -$2,011.23万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -556,864 | -100.0% | -$1,764.70万 | 清仓 |
| AFRM | AFFIRM HLDGS INC | $0 | 0.00% | 0 | -326,395 | -100.0% | -$1,495.54万 | 清仓 |
| HOOD | ROBINHOOD MKTS INC | $0 | 0.00% | 0 | -207,798 | -100.0% | -$1,440.04万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -207,941 | -100.0% | -$1,176.11万 | 清仓 |
| KSPI | KASPI KZ JSC | $0 | 0.00% | 0 | -134,849 | -100.0% | -$998.83万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -251,014 | -100.0% | -$665.44万 | 清仓 |
| TTAN | SERVICETITAN INC | $0 | 0.00% | 0 | -104,444 | -100.0% | -$662.80万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -64,939 | -100.0% | -$397.82万 | 清仓 |
| XLF | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -6,446 | -100.0% | -$31.82万 | 清仓 |
| — | ISHARES ETHEREUM TR | $0 | 0.00% | 0 | -10,926 | -100.0% | -$17.30万 | 清仓 |
| AIOT | POWERFLEET INC | $5.40万 | 0.01% | 14,095 | 14,095 | — | $5.40万 | 新建仓 |
| BLND | BLEND LABS INC | $5.74万 | 0.01% | 33,579 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $20.37万 | 0.03% | 2,528 | 2,528 | — | $20.37万 | 新建仓 |
| RXRX | RECURSION PHARMACEUTICALS IN | $21.31万 | 0.03% | 58,053 | 0 | 0.0% | — | 不变 |
| IVE | ISHARES TR | $22.86万 | 0.03% | 1,007 | 1,007 | — | $22.86万 | 新建仓 |
| — | SERIES PORTFOLIOS TR | $25.03万 | 0.03% | 9,773 | 9,773 | — | $25.03万 | 新建仓 |
| SDY | SPDR SERIES TRUST | $25.11万 | 0.03% | 1,650 | 1,650 | — | $25.11万 | 新建仓 |
| EXTR | EXTREME NETWORKS INC | $26.32万 | 0.04% | 8,130 | -10,470 | -56.3% | -$33.89万 | 重新持有 |
| EWZ | ISHARES INC | $26.69万 | 0.04% | 7,735 | 0 | 0.0% | — | 不变 |
| FDX | FEDEX CORP | $31.43万 | 0.04% | 1,000 | -225 | -18.4% | -$7.07万 | 减仓 |
| KO | COCA COLA CO | $33.33万 | 0.04% | 4,075 | 75 | 1.9% | $6,135 | 加仓 |
| CAT | CATERPILLAR INC | $34.50万 | 0.05% | 324 | 324 | — | $34.50万 | 新建仓 |
| IEFA | ISHARES TR | $35.16万 | 0.05% | 3,641 | 1,401 | 62.5% | $13.53万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $35.17万 | 0.05% | 735 | 0 | 0.0% | — | 不变 |
| NSC | NORFOLK SOUTHN CORP | $35.23万 | 0.05% | 1,120 | 0 | 0.0% | — | 不变 |
| ULTA | ULTA BEAUTY INC | $35.54万 | 0.05% | 788 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $37.48万 | 0.05% | 749 | 122 | 19.5% | $6.10万 | 加仓 |
| BMOP | BNY MELLON ETF TRUST II | $38.97万 | 0.05% | 15,457 | 15,457 | — | $38.97万 | 新建仓 |
| MCD | MCDONALDS CORP | $40.55万 | 0.05% | 1,500 | 0 | 0.0% | — | 不变 |
| LRCX | LAM RESEARCH CORP | $41.19万 | 0.05% | 950 | 0 | 0.0% | — | 不变 |
| GUNR | FLEXSHARES TR | $41.50万 | 0.06% | 8,421 | 2,064 | 32.5% | $10.17万 | 加仓 |
| CRM | SALESFORCE INC | $45.94万 | 0.06% | 2,924 | 0 | 0.0% | — | 不变 |
| IJR | ISHARES TR | $48.82万 | 0.07% | 3,292 | 3,292 | — | $48.82万 | 新建仓 |
| SO | SOUTHERN CO | $53.66万 | 0.07% | 5,607 | -707 | -11.2% | -$6.77万 | 减仓 |
| CSM | PROSHARES TR | $56.24万 | 0.08% | 6,600 | 0 | 0.0% | — | 不变 |
| VTI | VANGUARD INDEX FDS | $68.20万 | 0.09% | 1,843 | -402 | -17.9% | -$14.88万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $70.04万 | 0.09% | 9,830 | 9,830 | — | $70.04万 | 新建仓 |
| AVGO | BROADCOM INC | $75.63万 | 0.10% | 2,002 | 386 | 23.9% | $14.58万 | 加仓 |
| NFRA | FLEXSHARES TR | $77.58万 | 0.10% | 12,099 | 12,099 | — | $77.58万 | 新建仓 |
| META | META PLATFORMS INC | $83.03万 | 0.11% | 1,474 | 205 | 16.2% | $11.55万 | 加仓 |
| GNR | SPDR INDEX SHS FDS | $87.70万 | 0.12% | 13,030 | 13,030 | — | $87.70万 | 新建仓 |
| RTX | RTX CORPORATION | $88.58万 | 0.12% | 4,669 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC | $91.34万 | 0.12% | 8,000 | 0 | 0.0% | — | 不变 |
| UBER | UBER TECHNOLOGIES INC | $92.90万 | 0.12% | 12,874 | -550 | -4.1% | -$3.97万 | 减仓 |
| JUCY | ETF SER SOLUTIONS | $96.40万 | 0.13% | 43,856 | 43,856 | — | $96.40万 | 新建仓 |
| SLV | ISHARES SILVER TR | $98.18万 | 0.13% | 18,362 | 0 | 0.0% | — | 不变 |
| DFAI | DIMENSIONAL ETF TRUST | $100.57万 | 0.13% | 24,380 | 24,380 | — | $100.57万 | 新建仓 |
| ABBV | ABBVIE INC | $105.76万 | 0.14% | 4,203 | -300 | -6.7% | -$7.55万 | 减仓 |
| IEMG | ISHARES INC | $108.66万 | 0.14% | 13,117 | 13,117 | — | $108.66万 | 新建仓 |
| NOBL | PROSHARES TR | $110.32万 | 0.15% | 19,644 | 2 | 0.0% | $112 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $110.94万 | 0.15% | 33,325 | -117,877 | -78.0% | -$392.41万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $118.08万 | 0.16% | 24,816 | 24,816 | — | $118.08万 | 新建仓 |
| VTEB | VANGUARD MUN BD FDS | $121.64万 | 0.16% | 24,050 | 24,050 | — | $121.64万 | 新建仓 |
| GOOG | ALPHABET INC | $133.62万 | 0.18% | 3,782 | 543 | 16.8% | $19.18万 | 加仓 |
| IWF | ISHARES TR | $143.29万 | 0.19% | 11,540 | 11,540 | — | $143.29万 | 新建仓 |
| NOK | NOKIA CORP | $175.40万 | 0.23% | 132,079 | 132,079 | — | $175.40万 | 新建仓 |
| ADTN | ADTRAN HOLDINGS INC | $176.87万 | 0.24% | 127,247 | 127,247 | — | $176.87万 | 新建仓 |
| VIG | VANGUARD SPECIALIZED FUNDS | $181.05万 | 0.24% | 7,652 | 6 | 0.1% | $1,420 | 加仓 |
| — | CANTON STRATEGIC HOLDINGS IN | $183.41万 | 0.24% | 650,407 | 433,605 | 200.0% | $122.28万 | 加仓 |
| IDEV | ISHARES TR | $226.75万 | 0.30% | 25,475 | 25,475 | — | $226.75万 | 新建仓 |
| IWM | ISHARES TR | $227.19万 | 0.30% | 7,562 | 5,057 | 201.9% | $151.93万 | 加仓 |
| QDF | FLEXSHARES TR | $271.74万 | 0.36% | 30,220 | 30,220 | — | $271.74万 | 新建仓 |
| IJH | ISHARES TR | $302.35万 | 0.40% | 39,210 | 39,210 | — | $302.35万 | 新建仓 |
| XME | SPDR SERIES TRUST | $304.68万 | 0.41% | 28,493 | 28,493 | — | $304.68万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $364.40万 | 0.49% | 17,126 | 13,645 | 392.0% | $290.33万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $372.54万 | 0.50% | 18,619 | 2,324 | 14.3% | $46.50万 | 加仓 |
| QQQ | INVESCO QQQ TR | $387.16万 | 0.52% | 5,252 | 3,622 | 222.2% | $267.00万 | 加仓 |
| ARLP | ALLIANCE RESOURCE PARTNERS L | $417.00万 | 0.56% | 173,893 | -39,844 | -18.6% | -$95.55万 | 减仓 |
| PSBD | PALMER SQUARE CAPITAL BDC IN | $462.18万 | 0.62% | 425,379 | -99,843 | -19.0% | -$108.48万 | 减仓 |
| IVV | ISHARES TR | $480.04万 | 0.64% | 6,410 | 5,976 | 1,377.0% | $447.54万 | 加仓 |
| MSFT | MICROSOFT CORP | $496.64万 | 0.66% | 13,314 | 731 | 5.8% | $27.27万 | 加仓 |
| GLD | SPDR GOLD TR | $546.16万 | 0.73% | 14,826 | 6,120 | 70.3% | $225.45万 | 加仓 |
| SHY | ISHARES TR | $546.63万 | 0.73% | 66,573 | 30,659 | 85.4% | $251.74万 | 加仓 |
| AIQ | GLOBAL X FDS | $643.12万 | 0.86% | 98,021 | 31,904 | 48.3% | $209.32万 | 加仓 |
| TSLA | TESLA INC | $816.01万 | 1.09% | 19,401 | 864 | 4.7% | $36.34万 | 加仓 |
| GOOGL | ALPHABET INC | $850.97万 | 1.14% | 23,812 | 594 | 2.6% | $21.23万 | 加仓 |
| MDB | MONGODB INC 看跌期权 | $876.70万 | 1.17% | 26,100 | 26,100 | — | $876.70万 | 新建仓 |
| MDB | MONGODB INC | $878.95万 | 1.17% | 26,167 | -6,555 | -20.0% | -$220.18万 | 减仓 |
| RBRK | RUBRIK INC. | $971.28万 | 1.30% | 120,987 | -350,704 | -74.4% | -$2,815.45万 | 减仓 |
| DRSK | ETF SER SOLUTIONS | $1,109.08万 | 1.48% | 385,769 | -238,867 | -38.2% | -$686.74万 | 减仓 |
| APP | APPLOVIN CORP | $1,156.38万 | 1.54% | 22,444 | 6,243 | 38.5% | $321.66万 | 加仓 |
| AAPL | APPLE INC | $1,238.23万 | 1.65% | 42,792 | 1,037 | 2.5% | $30.01万 | 加仓 |
| OMDA | OMADA HEALTH INC | $1,258.42万 | 1.68% | 573,314 | -324,451 | -36.1% | -$712.17万 | 减仓 |
| GLBE | GLOBAL E ONLINE LTD | $1,302.15万 | 1.74% | 374,935 | 374,935 | — | $1,302.15万 | 新建仓 |
| FIG | FIGMA INC | $1,332.49万 | 1.78% | 736,590 | 736,590 | — | $1,332.49万 | 新建仓 |
| DEFR | ETF SER SOLUTIONS | $1,392.87万 | 1.86% | 520,782 | 520,782 | — | $1,392.87万 | 新建仓 |
| KVYO | KLAVIYO INC | $1,416.91万 | 1.89% | 938,354 | -289,509 | -23.6% | -$437.16万 | 减仓 |
| CRWV | COREWEAVE INC | $1,445.15万 | 1.93% | 145,183 | 61,083 | 72.6% | $608.02万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1,498.23万 | 2.00% | 128,416 | 128,416 | — | $1,498.23万 | 新建仓 |
| RDDT | REDDIT INC | $1,666.72万 | 2.22% | 96,020 | 79,867 | 494.4% | $1,386.33万 | 加仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $1,837.49万 | 2.45% | 72,200 | 72,200 | — | $1,837.49万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $1,839.76万 | 2.45% | 72,289 | -26,308 | -26.7% | -$669.54万 | 减仓 |
| AMZN | AMAZON COM INC | $2,066.93万 | 2.76% | 86,722 | 54,765 | 171.4% | $1,305.27万 | 加仓 |
| CIEN | CIENA CORP | $2,073.06万 | 2.77% | 42,259 | -27,908 | -39.8% | -$1,369.06万 | 减仓 |
| KLAR | KLARNA GROUP PLC | $2,216.27万 | 2.96% | 1,094,995 | -295,038 | -21.2% | -$597.16万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $2,724.16万 | 3.63% | 785,739 | 785,739 | — | $2,724.16万 | 新建仓 |
| SOFI | SOFI TECHNOLOGIES INC | $2,738.64万 | 3.65% | 1,527,406 | 1,527,406 | — | $2,738.64万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2,836.25万 | 3.78% | 37,884 | 6,293 | 19.9% | $471.14万 | 加仓 |
| SE | SEA LTD 看涨期权 | $2,907.48万 | 3.88% | 303,400 | 23,400 | 8.4% | $224.24万 | 加仓 |