Bridgefront Capital, LLC
AUSTIN TX · SEC CIK 0001725690
$4.02亿2026Q1 申报市值
503持仓数
8.6%前十大占比 · 第一大 1.1%
226 / 228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
TTWO 新建仓+$427.75万
TPG 新建仓+$383.84万
KMB 新建仓+$343.26万
AVGO 加仓+$317.50万
CLX 重新持有+$291.74万
2026Q1 卖出最多 按季末市值估算
ELF 清仓-$451.88万
MCD 清仓-$375.04万
MSFT 减仓-$359.62万
LNG 减仓-$299.22万
MRSH 清仓-$298.13万
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 |
|---|---|---|---|---|---|---|---|---|
| SM | SM ENERGY COMPANY | $42.97万 | 0.11% | 13,782 | 622 | 4.7% | $1.94万 | 加仓 |
| RUN | SUNRUN INC | $43.10万 | 0.11% | 31,787 | 31,787 | — | $43.10万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $43.59万 | 0.11% | 10,805 | 4,484 | 70.9% | $18.09万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $43.64万 | 0.11% | 8,652 | 8,652 | — | $43.64万 | 新建仓 |
| CNC | CENTENE CORP DEL | $43.73万 | 0.11% | 13,358 | -17,633 | -56.9% | -$57.73万 | 减仓 |
| SITM | SITIME CORP | $44.03万 | 0.11% | 1,275 | 1,275 | — | $44.03万 | 新建仓 |
| PRCH | PORCH GROUP INC | $44.20万 | 0.11% | 61,641 | 61,641 | — | $44.20万 | 新建仓 |
| MSFT | MICROSOFT CORP | $44.24万 | 0.11% | 1,195 | -9,715 | -89.0% | -$359.62万 | 减仓 |
| AMZN | AMAZON COM INC | $44.30万 | 0.11% | 2,127 | -1,313 | -38.2% | -$27.35万 | 减仓 |
| LULU | LULULEMON ATHLETICA INC | $44.55万 | 0.11% | 2,910 | 2,910 | — | $44.55万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $44.72万 | 0.11% | 9,922 | -28,524 | -74.2% | -$128.56万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $45.36万 | 0.11% | 11,061 | -3,694 | -25.0% | -$15.15万 | 重新持有 |
| RTX | RTX CORPORATION | $46.05万 | 0.11% | 2,387 | 2,387 | — | $46.05万 | 新建仓 |
| STT | STATE STR CORP | $46.21万 | 0.11% | 3,651 | 3,651 | — | $46.21万 | 新建仓 |
| WAY | WAYSTAR HLDG CORP | $46.28万 | 0.12% | 19,194 | 19,194 | — | $46.28万 | 新建仓 |
| HQY | HEALTHEQUITY INC | $46.29万 | 0.12% | 5,539 | 3,349 | 152.9% | $27.99万 | 重新持有 |
| IBP | INSTALLED BLDG PRODS INC | $46.64万 | 0.12% | 1,759 | -2,465 | -58.4% | -$65.36万 | 减仓 |
| VST | VISTRA CORP | $46.98万 | 0.12% | 3,125 | -1,808 | -36.7% | -$27.18万 | 减仓 |
| OGE | OGE ENERGY CORP | $47.11万 | 0.12% | 9,822 | -27,696 | -73.8% | -$132.83万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $47.71万 | 0.12% | 7,327 | 7,327 | — | $47.71万 | 新建仓 |
| AIR | AAR CORP | $47.77万 | 0.12% | 4,364 | 460 | 11.8% | $5.04万 | 重新持有 |
| HAPN | LENDINGCLUB ISSUANCE TR SER | $47.89万 | 0.12% | 33,440 | 16,483 | 97.2% | $23.60万 | 重新持有 |
| NXE | NEXGEN ENERGY LTD | $48.16万 | 0.12% | 41,513 | 41,513 | — | $48.16万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $48.38万 | 0.12% | 5,956 | 1,894 | 46.6% | $15.38万 | 重新持有 |
| ENVX | ENOVIX CORPORATION | $48.82万 | 0.12% | 94,256 | 15,483 | 19.7% | $8.02万 | 加仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $48.90万 | 0.12% | 26,406 | -10,173 | -27.8% | -$18.84万 | 减仓 |
| RBLX | ROBLOX CORP | $49.63万 | 0.12% | 8,775 | 898 | 11.4% | $5.08万 | 加仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $49.81万 | 0.12% | 21,294 | 21,294 | — | $49.81万 | 新建仓 |
| INTC | INTEL CORP | $49.85万 | 0.12% | 11,297 | 2,431 | 27.4% | $10.73万 | 重新持有 |
| XMTR | XOMETRY INC | $49.87万 | 0.12% | 12,211 | 7,829 | 178.7% | $31.97万 | 加仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $49.90万 | 0.12% | 7,711 | 942 | 13.9% | $6.10万 | 重新持有 |
| PAAS | PAN AMERN SILVER CORP | $50.57万 | 0.13% | 9,257 | 9,257 | — | $50.57万 | 新建仓 |
| CLS | CELESTICA INC | $51.35万 | 0.13% | 1,823 | 1,823 | — | $51.35万 | 新建仓 |
| GWW | WW GRAINGER INC | $51.38万 | 0.13% | 471 | 471 | — | $51.38万 | 新建仓 |
| ILMN | ILLUMINA INC | $51.45万 | 0.13% | 4,174 | 4,174 | — | $51.45万 | 新建仓 |
| CBRL | CRACKER BARREL OLD CTRY STOR | $51.52万 | 0.13% | 18,329 | 18,329 | — | $51.52万 | 新建仓 |
| ZM | ZOOM COMMUNICATIONS INC | $51.69万 | 0.13% | 6,430 | 6,430 | — | $51.69万 | 新建仓 |
| ROK | ROCKWELL AUTOMATION INC | $52.36万 | 0.13% | 1,459 | 1,459 | — | $52.36万 | 新建仓 |
| LEA | LEAR CORP | $52.60万 | 0.13% | 4,344 | 4,344 | — | $52.60万 | 新建仓 |
| CRM | SALESFORCE INC | $52.60万 | 0.13% | 2,818 | 2,818 | — | $52.60万 | 新建仓 |
| GLNG | GOLAR LNG LTD | $52.69万 | 0.13% | 9,737 | 9,737 | — | $52.69万 | 新建仓 |
| GEO | GEO GROUP INC | $52.71万 | 0.13% | 31,358 | 10,946 | 53.6% | $18.40万 | 重新持有 |
| COP | CONOCOPHILLIPS | $52.91万 | 0.13% | 4,008 | 4,008 | — | $52.91万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $52.99万 | 0.13% | 754 | -3,433 | -82.0% | -$241.26万 | 减仓 |
| FCN | FTI CONSULTING INC | $53.65万 | 0.13% | 3,035 | 3,035 | — | $53.65万 | 新建仓 |
| GRMN | GARMIN LTD | $53.78万 | 0.13% | 2,318 | 2,318 | — | $53.78万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $53.92万 | 0.13% | 6,654 | 6,654 | — | $53.92万 | 新建仓 |
| EMBJ | EMBRAER S.A. | $54.01万 | 0.13% | 9,101 | -696 | -7.1% | -$4.13万 | 减仓 |
| EXLS | EXLSERVICE HLDGS INC | $54.12万 | 0.13% | 17,773 | 17,773 | — | $54.12万 | 新建仓 |
| DE | DEERE & CO | $54.25万 | 0.13% | 963 | 963 | — | $54.25万 | 新建仓 |
| ETSY | ETSY INC | $54.31万 | 0.13% | 10,867 | -13,564 | -55.5% | -$67.79万 | 减仓 |
| HRL | HORMEL FOODS CORP | $54.48万 | 0.14% | 24,052 | -16,692 | -41.0% | -$37.81万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $54.87万 | 0.14% | 3,146 | -9,171 | -74.5% | -$159.94万 | 减仓 |
| CART | MAPLEBEAR INC | $54.97万 | 0.14% | 14,675 | 14,675 | — | $54.97万 | 新建仓 |
| WU | WESTERN UN CO | $55.08万 | 0.14% | 63,090 | 44,533 | 240.0% | $38.88万 | 重新持有 |
| NU | NU HLDGS LTD | $55.13万 | 0.14% | 38,363 | -45,998 | -54.5% | -$66.10万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $55.35万 | 0.14% | 14,842 | 14,842 | — | $55.35万 | 新建仓 |
| LIF | LIFE360 INC | $55.36万 | 0.14% | 13,561 | 13,561 | — | $55.36万 | 新建仓 |
| — | CATALYST PHARMACEUTICALS INC | $55.46万 | 0.14% | 22,398 | 22,398 | — | $55.46万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $55.58万 | 0.14% | 132 | 132 | — | $55.58万 | 新建仓 |
| PII | POLARIS INC | $55.75万 | 0.14% | 10,230 | 10,230 | — | $55.75万 | 新建仓 |
| EXPE | EXPEDIA GROUP INC | $55.88万 | 0.14% | 2,420 | 572 | 31.0% | $13.21万 | 加仓 |
| BN | BROOKFIELD CORP | $55.92万 | 0.14% | 13,818 | 13,818 | — | $55.92万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $56.12万 | 0.14% | 11,963 | 8,908 | 291.6% | $41.79万 | 加仓 |
| ATR | APTARGROUP INC | $56.15万 | 0.14% | 4,456 | 4,456 | — | $56.15万 | 新建仓 |
| NI | NISOURCE INC | $56.20万 | 0.14% | 12,044 | 3,832 | 46.7% | $17.88万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $56.22万 | 0.14% | 37,582 | 25,215 | 203.9% | $37.72万 | 加仓 |
| ROKU | ROKU INC | $57.37万 | 0.14% | 6,063 | -1,208 | -16.6% | -$11.43万 | 减仓 |
| EBAY | EBAY INC. | $57.47万 | 0.14% | 6,314 | -12,663 | -66.7% | -$115.26万 | 减仓 |
| IRTC | IRHYTHM HOLDINGS INC | $57.75万 | 0.14% | 4,893 | 3,510 | 253.8% | $41.43万 | 重新持有 |
| PBF | PBF ENERGY INC | $57.86万 | 0.14% | 12,150 | -6,428 | -34.6% | -$30.61万 | 减仓 |
| IBN | ICICI BANK LIMITED | $57.92万 | 0.14% | 22,363 | 1,017 | 4.8% | $2.63万 | 加仓 |
| PCTY | PAYLOCITY HLDG CORP | $58.02万 | 0.14% | 5,370 | 3,359 | 167.0% | $36.29万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $58.04万 | 0.14% | 4,539 | 4,539 | — | $58.04万 | 新建仓 |
| DLTR | DOLLAR TREE INC | $58.36万 | 0.15% | 5,329 | 5,329 | — | $58.36万 | 新建仓 |
| HLF | HERBALIFE LTD | $58.36万 | 0.15% | 39,649 | 17,811 | 81.6% | $26.22万 | 重新持有 |
| METC | RAMACO RES INC | $58.52万 | 0.15% | 37,855 | 37,855 | — | $58.52万 | 新建仓 |
| VIK | VIKING HOLDINGS LTD | $58.53万 | 0.15% | 7,965 | 2,023 | 34.0% | $14.86万 | 重新持有 |
| EPC | EDGEWELL PERSONAL CARE CO | $58.98万 | 0.15% | 27,639 | 27,639 | — | $58.98万 | 新建仓 |
| DXC | DXC TECHNOLOGY CO | $58.99万 | 0.15% | 46,928 | 46,928 | — | $58.99万 | 新建仓 |
| AMN | AMN HEALTHCARE SVCS INC | $59.10万 | 0.15% | 32,224 | -18,338 | -36.3% | -$33.63万 | 减仓 |
| URBN | URBAN OUTFITTERS INC | $59.35万 | 0.15% | 9,369 | 9,369 | — | $59.35万 | 新建仓 |
| — | NATIONAL STORAGE AFFILIATES | $59.89万 | 0.15% | 15,868 | 839 | 5.6% | $3.17万 | 重新持有 |
| LAD | LITHIA MTRS INC | $59.91万 | 0.15% | 2,399 | 552 | 29.9% | $13.78万 | 加仓 |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $60.51万 | 0.15% | 36,235 | 5,273 | 17.0% | $8.81万 | 重新持有 |
| FFIV | F5 INC | $60.99万 | 0.15% | 2,108 | 2,108 | — | $60.99万 | 新建仓 |
| PSX | PHILLIPS 66 | $61.07万 | 0.15% | 3,352 | 3,352 | — | $61.07万 | 新建仓 |
| RYN | RAYONIER INC | $61.41万 | 0.15% | 29,781 | 4,024 | 15.6% | $8.30万 | 加仓 |
| PCAR | PACCAR INC | $62.16万 | 0.15% | 5,382 | 5,382 | — | $62.16万 | 新建仓 |
| F | FORD MTR CO | $62.38万 | 0.16% | 54,059 | 54,059 | — | $62.38万 | 新建仓 |
| ADPT | ADAPTIVE BIOTECHNOLOGIES COR | $62.62万 | 0.16% | 45,115 | 31,965 | 243.1% | $44.37万 | 加仓 |
| GPC | GENUINE PARTS CO | $63.03万 | 0.16% | 5,960 | 5,960 | — | $63.03万 | 新建仓 |
| FOXA | FOX CORP | $63.45万 | 0.16% | 10,864 | 10,864 | — | $63.45万 | 新建仓 |
| SLGN | SILGAN HLDGS INC | $63.45万 | 0.16% | 16,353 | 16,353 | — | $63.45万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $63.58万 | 0.16% | 5,068 | 1,469 | 40.8% | $18.43万 | 加仓 |
| SONY | SONY GROUP CORP | $63.61万 | 0.16% | 30,729 | -15,453 | -33.5% | -$31.99万 | 减仓 |
| UPST | UPSTART HLDGS INC | $64.22万 | 0.16% | 25,038 | 18,171 | 264.6% | $46.61万 | 重新持有 |
| BRKR | BRUKER CORP | $64.36万 | 0.16% | 17,819 | 17,819 | — | $64.36万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $64.83万 | 0.16% | 1,889 | -1,214 | -39.1% | -$41.67万 | 重新持有 |
| LHX | L3HARRIS TECHNOLOGIES INC | $65.30万 | 0.16% | 1,892 | 833 | 78.7% | $28.75万 | 重新持有 |