Bridgefront Capital, LLC
AUSTIN TX · SEC CIK 0001725690
$3.80亿2026Q2 申报市值
486持仓数
10.7%前十大占比 · 第一大 1.5%
213 / 307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
CL 新建仓+$553.08万
TSN 加仓+$402.14万
KO 重新持有+$304.10万
OXY 新建仓+$284.16万
EL 加仓+$247.15万
2026Q2 卖出最多 按季末市值估算
AMAT 减仓-$478.05万
TTWO 清仓-$427.75万
RBRK 减仓-$388.68万
TPG 减仓-$358.36万
DELL 重新持有-$351.29万
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 |
|---|---|---|---|---|---|---|---|---|
| CL | COLGATE PALMOLIVE CO | $553.08万 | 1.46% | 60,327 | 60,327 | — | $553.08万 | 新建仓 |
| KMB | KIMBERLY-CLARK CORP | $491.93万 | 1.30% | 44,815 | 9,233 | 25.9% | $101.35万 | 加仓 |
| TSN | TYSON FOODS INC | $487.35万 | 1.28% | 85,126 | 70,243 | 472.0% | $402.14万 | 加仓 |
| STZ | CONSTELLATION BRANDS INC | $427.70万 | 1.13% | 30,750 | 7,547 | 32.5% | $104.97万 | 加仓 |
| EL | LAUDER ESTEE COS INC | $396.57万 | 1.04% | 50,230 | 31,305 | 165.4% | $247.15万 | 加仓 |
| KO | COCA COLA CO | $391.61万 | 1.03% | 48,186 | 37,418 | 347.5% | $304.10万 | 重新持有 |
| TAP | MOLSON COORS BEVERAGE CO | $362.07万 | 0.95% | 92,933 | 47,802 | 105.9% | $186.24万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $325.10万 | 0.86% | 19,875 | 9,085 | 84.2% | $148.60万 | 加仓 |
| ADC | AGREE RLTY CORP | $314.42万 | 0.83% | 41,513 | 5,157 | 14.2% | $39.06万 | 加仓 |
| WFC | WELLS FARGO & CO | $310.54万 | 0.82% | 37,577 | 24,050 | 177.8% | $198.75万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $300.10万 | 0.79% | 6,110 | 436 | 7.7% | $21.41万 | 加仓 |
| OXY | OCCIDENTAL PETE CORP | $284.16万 | 0.75% | 58,505 | 58,505 | — | $284.16万 | 新建仓 |
| HAL | HALLIBURTON CO | $276.80万 | 0.73% | 81,533 | 46,547 | 133.0% | $158.03万 | 加仓 |
| C | CITIGROUP INC | $261.56万 | 0.69% | 18,688 | 241 | 1.3% | $3.37万 | 加仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $260.71万 | 0.69% | 30,404 | 26,315 | 643.6% | $225.65万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $258.37万 | 0.68% | 6,497 | 772 | 13.5% | $30.70万 | 加仓 |
| EPC | EDGEWELL PERSONAL CARE CO | $240.04万 | 0.63% | 89,367 | 61,728 | 223.3% | $165.80万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $238.89万 | 0.63% | 5,513 | 4,121 | 296.0% | $178.58万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $236.62万 | 0.62% | 2,452 | 2,452 | — | $236.62万 | 新建仓 |
| KKR | KKR & CO INC | $235.69万 | 0.62% | 25,680 | 19,765 | 334.2% | $181.40万 | 重新持有 |
| IDA | IDACORP INC | $232.65万 | 0.61% | 15,377 | 1,202 | 8.5% | $18.19万 | 加仓 |
| GIS | GENERAL MILLS INC | $228.09万 | 0.60% | 65,543 | -8,693 | -11.7% | -$30.25万 | 重新持有 |
| CME | CME GROUP INC | $225.33万 | 0.59% | 10,204 | 10,204 | — | $225.33万 | 新建仓 |
| CBRE | CBRE GROUP INC | $221.83万 | 0.58% | 16,470 | -3,281 | -16.6% | -$44.19万 | 减仓 |
| MMM | 3M CO | $215.73万 | 0.57% | 13,324 | 8,896 | 200.9% | $144.04万 | 重新持有 |
| LMT | LOCKHEED MARTIN CORP | $215.20万 | 0.57% | 4,224 | -142 | -3.3% | -$7.23万 | 减仓 |
| V | VISA INC | $213.88万 | 0.56% | 6,234 | 6,234 | — | $213.88万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $202.18万 | 0.53% | 2,067 | -882 | -29.9% | -$86.27万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $200.33万 | 0.53% | 7,888 | 4,327 | 121.5% | $109.89万 | 重新持有 |
| ORLY | OREILLY AUTOMOTIVE INC | $199.61万 | 0.53% | 21,675 | 21,675 | — | $199.61万 | 新建仓 |
| GDDY | GODADDY INC | $196.85万 | 0.52% | 23,191 | 9,942 | 75.0% | $84.39万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $195.24万 | 0.51% | 33,755 | 4,378 | 14.9% | $25.32万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $195.17万 | 0.51% | 15,448 | 15,448 | — | $195.17万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $192.63万 | 0.51% | 5,885 | 5,885 | — | $192.63万 | 新建仓 |
| NVT | NVENT ELEC PLC | $192.27万 | 0.51% | 11,336 | 2,976 | 35.6% | $50.48万 | 加仓 |
| ACI | ALBERTSONS COMPANIES INC | $191.52万 | 0.50% | 141,552 | 82,522 | 139.8% | $111.65万 | 加仓 |
| SSNC | SS&C TECH HLDGS | $187.56万 | 0.49% | 30,228 | 13,775 | 83.7% | $85.47万 | 加仓 |
| AMZN | AMAZON COM INC | $186.62万 | 0.49% | 7,830 | 5,703 | 268.1% | $135.93万 | 加仓 |
| HTO | H2O AMERICA | $185.13万 | 0.49% | 30,464 | 25,483 | 511.6% | $154.86万 | 加仓 |
| EPR | EPR PPTYS | $183.25万 | 0.48% | 31,590 | -1,416 | -4.3% | -$8.21万 | 减仓 |
| CLH | CLEAN HARBORS INC | $181.97万 | 0.48% | 6,091 | 6,091 | — | $181.97万 | 新建仓 |
| — | ELECTRONIC ARTS INC | $179.82万 | 0.47% | 8,770 | 8,770 | — | $179.82万 | 新建仓 |
| NOC | NORTHROP GRUMMAN CORP | $179.79万 | 0.47% | 3,530 | 3,530 | — | $179.79万 | 新建仓 |
| INSM | INSMED INC | $179.21万 | 0.47% | 16,808 | 16,808 | — | $179.21万 | 新建仓 |
| NWS | NEWS CORP NEW | $177.22万 | 0.47% | 63,159 | 51,886 | 460.3% | $145.59万 | 加仓 |
| APH | AMPHENOL CORP | $176.04万 | 0.46% | 9,984 | -6,784 | -40.5% | -$119.62万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $174.47万 | 0.46% | 3,800 | 3,019 | 386.6% | $138.61万 | 重新持有 |
| PCOR | PROCORE TECHNOLOGIES INC | $172.25万 | 0.45% | 42,405 | 42,405 | — | $172.25万 | 新建仓 |
| BLK | BLACKROCK INC | $172.02万 | 0.45% | 1,789 | 1,472 | 464.4% | $141.54万 | 加仓 |
| DOC | HEALTHPEAK PROPERTIES INC | $168.59万 | 0.44% | 78,779 | 66,328 | 532.7% | $141.94万 | 重新持有 |
| ALKS | ALKERMES PLC | $165.82万 | 0.44% | 31,649 | 24,358 | 334.1% | $127.62万 | 加仓 |
| INVH | INVITATION HOMES INC | $164.59万 | 0.43% | 54,482 | 5,918 | 12.2% | $17.88万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $161.93万 | 0.43% | 8,093 | 4,947 | 157.2% | $98.98万 | 加仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $161.00万 | 0.42% | 2,610 | -929 | -26.3% | -$57.30万 | 重新持有 |
| WST | WEST PHARMACEUTICAL SVSC INC | $159.72万 | 0.42% | 4,449 | 1,253 | 39.2% | $44.98万 | 加仓 |
| CPAY | CORPAY INC | $154.94万 | 0.41% | 4,649 | 1,305 | 39.0% | $43.49万 | 加仓 |
| CSX | CSX CORP | $152.16万 | 0.40% | 32,013 | -467 | -1.4% | -$2.22万 | 重新持有 |
| AFG | AMERICAN FINANCIAL GROUP INC | $151.65万 | 0.40% | 10,837 | 8,008 | 283.1% | $112.06万 | 加仓 |
| REG | REGENCY CTRS CORP | $150.59万 | 0.40% | 18,885 | 18,885 | — | $150.59万 | 新建仓 |
| ARMK | ARAMARK | $148.58万 | 0.39% | 26,112 | 26,112 | — | $148.58万 | 新建仓 |
| SHEL | SHELL PLC | $148.14万 | 0.39% | 19,105 | 16,535 | 643.4% | $128.21万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V | $147.01万 | 0.39% | 5,231 | 5,231 | — | $147.01万 | 新建仓 |
| CVS | CVS HEALTH CORP | $146.65万 | 0.39% | 14,176 | 2,947 | 26.2% | $30.49万 | 加仓 |
| PCG | PG&E CORP | $145.81万 | 0.38% | 86,687 | 8,362 | 10.7% | $14.06万 | 重新持有 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $144.58万 | 0.38% | 11,744 | 5,213 | 79.8% | $64.18万 | 重新持有 |
| XPO | XPO INC | $144.32万 | 0.38% | 7,030 | 2,024 | 40.4% | $41.55万 | 加仓 |
| SPGI | S&P GLOBAL INC | $143.72万 | 0.38% | 3,529 | 3,529 | — | $143.72万 | 新建仓 |
| PFE | PFIZER INC | $143.51万 | 0.38% | 59,596 | -55,057 | -48.0% | -$132.58万 | 重新持有 |
| DOLE | DOLE PLC | $142.08万 | 0.37% | 103,560 | 103,560 | — | $142.08万 | 新建仓 |
| FIS | FIDELITY NATL INFORMATION SV | $140.31万 | 0.37% | 36,088 | 24,125 | 201.7% | $93.80万 | 加仓 |
| EQIX | EQUINIX INC | $137.80万 | 0.36% | 1,322 | 958 | 263.2% | $99.86万 | 加仓 |
| SNX | TD SYNNEX CORPORATION | $137.68万 | 0.36% | 5,150 | 5,150 | — | $137.68万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $134.24万 | 0.35% | 4,993 | -2,974 | -37.3% | -$79.96万 | 减仓 |
| RGA | REINSURANCE GROUP AMER INC | $134.22万 | 0.35% | 6,312 | 3,815 | 152.8% | $81.13万 | 重新持有 |
| CTRE | CARETRUST REIT INC | $133.77万 | 0.35% | 33,152 | 33,152 | — | $133.77万 | 新建仓 |
| RPM | RPM INTL INC | $131.74万 | 0.35% | 11,852 | 11,852 | — | $131.74万 | 新建仓 |
| TXN | TEXAS INSTRS INC | $129.09万 | 0.34% | 4,331 | 4,331 | — | $129.09万 | 新建仓 |
| GXO | GXO LOGISTICS INCORPORATED | $127.97万 | 0.34% | 25,241 | 25,241 | — | $127.97万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $127.22万 | 0.34% | 3,166 | 3,166 | — | $127.22万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $126.87万 | 0.33% | 17,023 | -18,433 | -52.0% | -$137.38万 | 减仓 |
| FHN | FIRST HORIZON CORPORATION | $125.40万 | 0.33% | 48,907 | 48,907 | — | $125.40万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $125.26万 | 0.33% | 11,282 | -1,213 | -9.7% | -$13.47万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $124.81万 | 0.33% | 9,123 | 9,123 | — | $124.81万 | 新建仓 |
| INTC | INTEL CORP | $124.35万 | 0.33% | 8,906 | -2,391 | -21.2% | -$33.39万 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $122.50万 | 0.32% | 27,156 | 27,156 | — | $122.50万 | 新建仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $122.48万 | 0.32% | 36,023 | -14,999 | -29.4% | -$51.00万 | 减仓 |
| HAS | HASBRO INC | $122.36万 | 0.32% | 14,815 | 5,715 | 62.8% | $47.20万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $121.82万 | 0.32% | 132,703 | 60,014 | 82.6% | $55.09万 | 加仓 |
| BBWI | BATH & BODY WORKS INC | $119.97万 | 0.32% | 51,869 | 31,148 | 150.3% | $72.05万 | 加仓 |
| WING | WINGSTOP INC | $117.50万 | 0.31% | 6,776 | 3,328 | 96.5% | $57.71万 | 重新持有 |
| CSL | CARLISLE COS INC | $116.95万 | 0.31% | 3,224 | 524 | 19.4% | $19.01万 | 加仓 |
| LUV | SOUTHWEST AIRLS CO | $116.85万 | 0.31% | 22,725 | 15,796 | 228.0% | $81.22万 | 加仓 |
| FUN | SIX FLAGS ENTERTAINMENT CORP | $116.40万 | 0.31% | 54,646 | 54,646 | — | $116.40万 | 新建仓 |
| IT | GARTNER INC | $116.07万 | 0.31% | 8,955 | 7,068 | 374.6% | $91.62万 | 加仓 |
| AGIO | AGIOS PHARMACEUTICALS INC | $115.40万 | 0.30% | 31,097 | 24,546 | 374.7% | $91.09万 | 加仓 |
| MO | ALTRIA GROUP INC | $115.39万 | 0.30% | 16,037 | 16,037 | — | $115.39万 | 新建仓 |
| QGEN | QIAGEN NV | $114.96万 | 0.30% | 29,401 | 20,133 | 217.2% | $78.72万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $114.34万 | 0.30% | 23,946 | -36,659 | -60.5% | -$175.05万 | 重新持有 |
| ENSG | ENSIGN GROUP INC | $114.15万 | 0.30% | 7,121 | 3,233 | 83.2% | $51.82万 | 加仓 |
| SYY | SYSCO CORP | $111.80万 | 0.29% | 13,376 | 7,785 | 139.2% | $65.07万 | 加仓 |