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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB CHARLES CORP | $115.29万 | 0.29% | 12,268 | 3,854 | 45.8% | $36.22万 | 加仓 |
| ALV | AUTOLIV INC | $114.37万 | 0.28% | 10,876 | 10,876 | — | $114.37万 | 新建仓 |
| SLM | SLM CORP | $113.64万 | 0.28% | 53,077 | 33,733 | 174.4% | $72.22万 | 重新持有 |
| NVS | NOVARTIS AG | $113.10万 | 0.28% | 7,404 | 7,404 | — | $113.10万 | 新建仓 |
| PYPL | PAYPAL HLDGS INC | $111.88万 | 0.28% | 24,735 | 4,748 | 23.8% | $21.48万 | 加仓 |
| BILL | BILL HOLDINGS INC | $111.79万 | 0.28% | 29,187 | 29,187 | — | $111.79万 | 新建仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $111.73万 | 0.28% | 132,230 | 132,230 | — | $111.73万 | 新建仓 |
| SSNC | SS&C TECH HLDGS | $111.17万 | 0.28% | 16,453 | 16,453 | — | $111.17万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $110.96万 | 0.28% | 41,870 | 41,870 | — | $110.96万 | 新建仓 |
| TER | TERADYNE INC | $110.82万 | 0.28% | 3,738 | -6,138 | -62.2% | -$181.97万 | 减仓 |
| BIIB | BIOGEN INC | $110.18万 | 0.27% | 6,010 | 4,048 | 206.3% | $74.21万 | 重新持有 |
| AVT | AVNET INC | $109.45万 | 0.27% | 17,762 | -22,114 | -55.5% | -$136.27万 | 减仓 |
| FDX | FEDEX CORP | $109.13万 | 0.27% | 3,064 | 1,476 | 92.9% | $52.57万 | 加仓 |
| DAR | DARLING INGREDIENTS INC | $108.73万 | 0.27% | 17,580 | 17,580 | — | $108.73万 | 新建仓 |
| RYTM | RHYTHM PHARMACEUTICALS INC | $108.67万 | 0.27% | 12,495 | 12,495 | — | $108.67万 | 新建仓 |
| RL | RALPH LAUREN CORP | $108.53万 | 0.27% | 3,155 | -2,095 | -39.9% | -$72.07万 | 减仓 |
| WFC | WELLS FARGO & CO | $107.69万 | 0.27% | 13,527 | 13,527 | — | $107.69万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $107.15万 | 0.27% | 15,699 | 10,040 | 177.4% | $68.52万 | 加仓 |
| LRN | STRIDE INC | $105.23万 | 0.26% | 11,935 | 11,935 | — | $105.23万 | 新建仓 |
| AMG | AFFILIATED MANAGERS GROUP | $104.04万 | 0.26% | 3,760 | 3,760 | — | $104.04万 | 新建仓 |
| SNDK | SANDISK CORP | $102.93万 | 0.26% | 1,620 | -979 | -37.7% | -$62.20万 | 重新持有 |
| DHR | DANAHER CORP DEL | $102.52万 | 0.25% | 5,407 | 2,561 | 90.0% | $48.56万 | 加仓 |
| FIX | COMFORT SYS USA INC | $101.77万 | 0.25% | 738 | 46 | 6.6% | $6.34万 | 重新持有 |
| ACI | ALBERTSONS COS INC | $100.59万 | 0.25% | 59,030 | 39,211 | 197.8% | $66.82万 | 重新持有 |
| NEM | NEWMONT CORP | $100.10万 | 0.25% | 9,247 | 3,286 | 55.1% | $35.57万 | 重新持有 |
| DV | DOUBLEVERIFY HLDGS INC | $100.00万 | 0.25% | 105,263 | 19,983 | 23.4% | $18.98万 | 重新持有 |
| AOS | SMITH A O CORP | $99.69万 | 0.25% | 15,119 | 15,119 | — | $99.69万 | 新建仓 |
| NVT | NVENT ELEC PLC | $98.88万 | 0.25% | 8,360 | 4,327 | 107.3% | $51.18万 | 加仓 |
| ORCL | ORACLE CORP | $98.45万 | 0.24% | 6,692 | 6,692 | — | $98.45万 | 新建仓 |
| CGON | CG ONCOLOGY INC | $97.47万 | 0.24% | 14,401 | 8,269 | 134.8% | $55.96万 | 重新持有 |
| XPO | XPO INC | $97.39万 | 0.24% | 5,006 | -1,338 | -21.1% | -$26.03万 | 减仓 |
| CPAY | CORPAY INC | $97.31万 | 0.24% | 3,344 | -1,115 | -25.0% | -$32.45万 | 重新持有 |
| BROS | DUTCH BROS INC | $95.42万 | 0.24% | 18,836 | 9,574 | 103.4% | $48.50万 | 加仓 |
| TSN | TYSON FOODS INC | $95.36万 | 0.24% | 14,883 | -31,234 | -67.7% | -$200.12万 | 重新持有 |
| SMG | SCOTTS MIRACLE-GRO CO | $94.88万 | 0.24% | 15,602 | 3,505 | 29.0% | $21.31万 | 重新持有 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $94.62万 | 0.24% | 9,968 | 9,968 | — | $94.62万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $93.82万 | 0.23% | 4,612 | 3,340 | 262.6% | $67.95万 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC | $93.72万 | 0.23% | 10,179 | 3,047 | 42.7% | $28.05万 | 加仓 |
| KD | KYNDRYL HLDGS INC | $91.49万 | 0.23% | 69,734 | 50,327 | 259.3% | $66.03万 | 加仓 |
| DIS | DISNEY WALT CO | $91.45万 | 0.23% | 9,489 | 9,489 | — | $91.45万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC | $90.64万 | 0.23% | 99,280 | 88,941 | 860.2% | $81.20万 | 重新持有 |
| AMH | AMERICAN HOMES 4 RENT | $90.57万 | 0.23% | 32,440 | 32,440 | — | $90.57万 | 新建仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $90.47万 | 0.22% | 91,021 | 59,644 | 190.1% | $59.29万 | 加仓 |
| CSL | CARLISLE COS INC | $90.08万 | 0.22% | 2,700 | 2,700 | — | $90.08万 | 新建仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $89.76万 | 0.22% | 2,952 | -1,179 | -28.5% | -$35.85万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $89.54万 | 0.22% | 3,309 | -1,172 | -26.2% | -$31.71万 | 减仓 |
| EPAM | EPAM SYS INC | $87.28万 | 0.22% | 6,446 | 5,262 | 444.4% | $71.25万 | 加仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $87.09万 | 0.22% | 28,686 | -5,912 | -17.1% | -$17.95万 | 减仓 |
| GOOG | ALPHABET INC | $86.34万 | 0.21% | 3,010 | -2,342 | -43.8% | -$67.18万 | 减仓 |
| HAS | HASBRO INC | $85.18万 | 0.21% | 9,100 | 1,788 | 24.5% | $16.74万 | 加仓 |
| AYI | ACUITY INC | $84.15万 | 0.21% | 3,003 | 347 | 13.1% | $9.72万 | 加仓 |
| — | CSG SYS INTL INC | $83.70万 | 0.21% | 10,470 | 10,470 | — | $83.70万 | 新建仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $83.56万 | 0.21% | 13,621 | 13,621 | — | $83.56万 | 新建仓 |
| FLO | FLOWERS FOODS INC | $83.52万 | 0.21% | 102,475 | 102,475 | — | $83.52万 | 新建仓 |
| SHW | SHERWIN WILLIAMS CO | $83.47万 | 0.21% | 2,604 | -5,208 | -66.7% | -$166.94万 | 减仓 |
| DVA | DAVITA INC | $82.70万 | 0.21% | 5,381 | 5,381 | — | $82.70万 | 新建仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $82.24万 | 0.20% | 5,997 | -1,683 | -21.9% | -$23.08万 | 减仓 |
| MOD | MODINE MFG CO | $81.96万 | 0.20% | 3,782 | 3,782 | — | $81.96万 | 新建仓 |
| WY | WEYERHAEUSER CO | $81.81万 | 0.20% | 33,486 | 33,486 | — | $81.81万 | 新建仓 |
| BEAM | BEAM THERAPEUTICS INC | $81.06万 | 0.20% | 34,018 | 34,018 | — | $81.06万 | 新建仓 |
| HAE | HAEMONETICS CORP MASS | $80.95万 | 0.20% | 14,363 | 4,133 | 40.4% | $23.29万 | 加仓 |
| FTV | FORTIVE CORP | $80.89万 | 0.20% | 14,632 | 14,632 | — | $80.89万 | 新建仓 |
| SN | SHARKNINJA INC | $80.65万 | 0.20% | 7,616 | 4,815 | 171.9% | $50.99万 | 加仓 |
| CVS | CVS HEALTH CORP | $80.65万 | 0.20% | 11,229 | -6,842 | -37.9% | -$49.14万 | 减仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $80.60万 | 0.20% | 14,263 | -5,870 | -29.2% | -$33.17万 | 减仓 |
| WST | WEST PHARMACEUTICAL SVSC INC | $80.10万 | 0.20% | 3,196 | -6,152 | -65.8% | -$154.19万 | 减仓 |
| SYK | STRYKER CORPORATION | $80.01万 | 0.20% | 2,435 | 2,435 | — | $80.01万 | 新建仓 |
| ADMA | ADMA BIOLOGICS INC | $79.57万 | 0.20% | 88,318 | 67,919 | 333.0% | $61.20万 | 加仓 |
| LNT | ALLIANT ENERGY CORP | $79.43万 | 0.20% | 11,069 | 11,069 | — | $79.43万 | 新建仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $78.72万 | 0.20% | 72,689 | 59,759 | 462.2% | $64.72万 | 重新持有 |
| GTLB | GITLAB INC | $78.35万 | 0.19% | 36,204 | 26,770 | 283.8% | $57.93万 | 加仓 |
| ENSG | ENSIGN GROUP INC | $78.34万 | 0.19% | 3,888 | 3,888 | — | $78.34万 | 新建仓 |
| SHOP | SHOPIFY INC | $78.30万 | 0.19% | 6,601 | 3,568 | 117.6% | $42.32万 | 加仓 |
| HUBS | HUBSPOT INC | $78.16万 | 0.19% | 3,202 | 2,569 | 405.8% | $62.71万 | 重新持有 |
| DOCS | DOXIMITY INC | $78.12万 | 0.19% | 33,529 | 2,509 | 8.1% | $5.85万 | 加仓 |
| PDD | PDD HOLDINGS INC | $77.79万 | 0.19% | 7,613 | 7,613 | — | $77.79万 | 新建仓 |
| WWD | WOODWARD INC | $77.42万 | 0.19% | 2,163 | 1,140 | 111.4% | $40.80万 | 重新持有 |
| DKS | DICKS SPORTING GOODS INC | $77.19万 | 0.19% | 3,893 | 3,893 | — | $77.19万 | 新建仓 |
| NRG | NRG ENERGY INC | $77.18万 | 0.19% | 5,281 | 736 | 16.2% | $10.76万 | 重新持有 |
| SJM | SMUCKER J M CO | $77.13万 | 0.19% | 7,998 | 1,202 | 17.7% | $11.59万 | 重新持有 |
| CMCSA | COMCAST CORP NEW | $77.07万 | 0.19% | 26,845 | -39,640 | -59.6% | -$113.81万 | 减仓 |
| DGII | DIGI INTL INC | $76.98万 | 0.19% | 15,972 | 15,972 | — | $76.98万 | 新建仓 |
| IOT | SAMSARA INC | $76.17万 | 0.19% | 24,037 | -13,751 | -36.4% | -$43.58万 | 重新持有 |
| SFD | SMITHFIELD FOODS INC | $75.90万 | 0.19% | 27,137 | 9,273 | 51.9% | $25.94万 | 重新持有 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $73.61万 | 0.18% | 35,135 | 25,750 | 274.4% | $53.95万 | 重新持有 |
| SNAP | SNAP INC | $73.43万 | 0.18% | 159,641 | 123,218 | 338.3% | $56.68万 | 加仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $73.28万 | 0.18% | 14,098 | 14,098 | — | $73.28万 | 新建仓 |
| RVMD | REVOLUTION MEDICINES INC | $73.08万 | 0.18% | 7,515 | -8,041 | -51.7% | -$78.20万 | 减仓 |
| FLS | FLOWSERVE CORP | $72.83万 | 0.18% | 9,908 | -289 | -2.8% | -$2.12万 | 减仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $72.65万 | 0.18% | 31,101 | 11,349 | 57.5% | $26.51万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $71.90万 | 0.18% | 6,308 | -17,703 | -73.7% | -$201.78万 | 减仓 |
| FMC | FMC CORP | $71.88万 | 0.18% | 41,741 | -53,805 | -56.3% | -$92.65万 | 减仓 |
| DEO | DIAGEO PLC | $71.82万 | 0.18% | 9,647 | 7,251 | 302.6% | $53.98万 | 重新持有 |
| VIRT | VIRTU FINL INC | $71.15万 | 0.18% | 16,177 | 2,818 | 21.1% | $12.39万 | 加仓 |
| NVAX | NOVAVAX INC | $70.75万 | 0.18% | 86,918 | 70,130 | 417.7% | $57.09万 | 重新持有 |
| WEX | WEX INC | $70.75万 | 0.18% | 4,623 | 2,589 | 127.3% | $39.62万 | 加仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $70.59万 | 0.18% | 4,720 | -6,781 | -59.0% | -$101.42万 | 重新持有 |
| KGS | KODIAK GAS SVCS INC | $69.34万 | 0.17% | 11,890 | 369 | 3.2% | $2.15万 | 重新持有 |
| AES | AES CORP | $69.16万 | 0.17% | 49,086 | -45,907 | -48.3% | -$64.68万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $69.12万 | 0.17% | 4,194 | -342 | -7.5% | -$5.64万 | 减仓 |