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 |
|---|---|---|---|---|---|---|---|---|
| FLEX | FLEX LTD | $111.31万 | 0.29% | 6,868 | 6,868 | — | $111.31万 | 新建仓 |
| SNDK | SANDISK CORP | $110.28万 | 0.29% | 485 | -1,135 | -70.1% | -$258.07万 | 减仓 |
| Z | ZILLOW GROUP INC | $110.10万 | 0.29% | 34,931 | 34,931 | — | $110.10万 | 新建仓 |
| CNC | CENTENE CORP DEL | $109.87万 | 0.29% | 17,117 | 3,759 | 28.1% | $24.13万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $108.50万 | 0.29% | 5,615 | 5,615 | — | $108.50万 | 新建仓 |
| NTST | NETSTREIT CORP | $107.61万 | 0.28% | 50,928 | 13,996 | 37.9% | $29.57万 | 重新持有 |
| UTZ | UTZ BRANDS INC | $107.35万 | 0.28% | 139,413 | 105,486 | 310.9% | $81.22万 | 加仓 |
| DHR | DANAHER CORP DEL | $107.32万 | 0.28% | 5,634 | 227 | 4.2% | $4.32万 | 加仓 |
| SOLS | SOLSTICE ADVANCED MATLS INC | $107.29万 | 0.28% | 12,110 | 12,110 | — | $107.29万 | 新建仓 |
| TECH | BIO-TECHNE CORP | $106.10万 | 0.28% | 15,017 | 15,017 | — | $106.10万 | 新建仓 |
| RH | RH | $105.84万 | 0.28% | 6,425 | 2,951 | 84.9% | $48.61万 | 重新持有 |
| AS | AMER SPORTS INC | $105.53万 | 0.28% | 31,184 | 31,184 | — | $105.53万 | 新建仓 |
| JEF | JEFFERIES FINANCIAL GROUP IN | $104.44万 | 0.28% | 20,896 | 14,159 | 210.2% | $70.77万 | 加仓 |
| VLO | VALERO ENERGY CORP | $104.10万 | 0.27% | 3,997 | 3,997 | — | $104.10万 | 新建仓 |
| PINS | PINTEREST INC | $102.87万 | 0.27% | 48,917 | 48,917 | — | $102.87万 | 新建仓 |
| LINE | LINEAGE INC | $100.72万 | 0.27% | 23,288 | 11,998 | 106.3% | $51.89万 | 重新持有 |
| ANET | ARISTA NETWORKS INC | $99.33万 | 0.26% | 5,847 | -6,085 | -51.0% | -$103.37万 | 减仓 |
| GM | GENERAL MTRS CO | $98.83万 | 0.26% | 12,822 | -19,239 | -60.0% | -$148.29万 | 减仓 |
| FAF | FIRST AMERN FINL CORP | $98.12万 | 0.26% | 14,305 | 14,305 | — | $98.12万 | 新建仓 |
| CBOE | CBOE GLOBAL MKTS INC | $97.72万 | 0.26% | 4,027 | 1,597 | 65.7% | $38.75万 | 加仓 |
| BRX | BRIXMOR PPTY GROUP INC | $96.59万 | 0.25% | 30,633 | 30,633 | — | $96.59万 | 新建仓 |
| NU | NU HLDGS LTD | $96.36万 | 0.25% | 72,128 | 33,765 | 88.0% | $45.11万 | 加仓 |
| ONON | ON HLDG AG | $96.08万 | 0.25% | 27,126 | 22,536 | 491.0% | $79.82万 | 重新持有 |
| IRTC | IRHYTHM HOLDINGS INC | $95.27万 | 0.25% | 8,009 | 3,116 | 63.7% | $37.06万 | 加仓 |
| GLNG | GOLAR LNG LTD | $94.79万 | 0.25% | 19,018 | 9,281 | 95.3% | $46.26万 | 加仓 |
| BC | BRUNSWICK CORP | $94.16万 | 0.25% | 11,177 | 11,177 | — | $94.16万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $92.71万 | 0.24% | 1,596 | -3,016 | -65.4% | -$175.20万 | 减仓 |
| SOLV | SOLVENTUM CORP | $92.61万 | 0.24% | 12,004 | 12,004 | — | $92.61万 | 新建仓 |
| RBC | RBC BEARINGS INC | $91.65万 | 0.24% | 1,423 | 1,423 | — | $91.65万 | 新建仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $91.15万 | 0.24% | 30,202 | 30,202 | — | $91.15万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $89.76万 | 0.24% | 2,260 | -4,186 | -64.9% | -$166.26万 | 减仓 |
| RGEN | REPLIGEN CORP | $89.25万 | 0.24% | 6,541 | 3,132 | 91.9% | $42.73万 | 加仓 |
| WY | WEYERHAEUSER CO | $89.20万 | 0.24% | 37,261 | 3,775 | 11.3% | $9.04万 | 加仓 |
| TEM | TEMPUS AI INC | $88.80万 | 0.23% | 15,329 | 15,329 | — | $88.80万 | 新建仓 |
| SMMT | SUMMIT THERAPEUTICS INC | $88.03万 | 0.23% | 60,416 | 60,416 | — | $88.03万 | 新建仓 |
| STRL | STERLING INFRASTRUCTURE INC | $87.80万 | 0.23% | 1,046 | 1,046 | — | $87.80万 | 新建仓 |
| KNTK | KINETIK HOLDINGS INC | $87.22万 | 0.23% | 18,044 | 18,044 | — | $87.22万 | 新建仓 |
| ACHC | ACADIA HEALTHCARE COMPANY IN | $86.97万 | 0.23% | 29,452 | 8,158 | 38.3% | $24.09万 | 加仓 |
| ROL | ROLLINS INC | $86.92万 | 0.23% | 20,824 | 20,824 | — | $86.92万 | 新建仓 |
| DDOG | DATADOG INC | $86.62万 | 0.23% | 3,327 | -6,495 | -66.1% | -$169.10万 | 重新持有 |
| TRMB | TRIMBLE INC | $86.15万 | 0.23% | 16,832 | 13,202 | 363.7% | $67.57万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $85.57万 | 0.23% | 20,708 | 20,708 | — | $85.57万 | 新建仓 |
| LNT | ALLIANT ENERGY CORP | $84.70万 | 0.22% | 11,102 | 33 | 0.3% | $2,518 | 加仓 |
| IQV | IQVIA HLDGS INC | $84.36万 | 0.22% | 4,366 | 3,141 | 256.4% | $60.69万 | 加仓 |
| UDR | UDR INC | $84.29万 | 0.22% | 21,115 | 14,427 | 215.7% | $57.59万 | 重新持有 |
| AU | ANGLOGOLD ASHANTI PLC | $84.22万 | 0.22% | 10,412 | 10,412 | — | $84.22万 | 新建仓 |
| AMKR | AMKOR TECHNOLOGY INC | $84.06万 | 0.22% | 9,748 | -36,419 | -78.9% | -$314.04万 | 减仓 |
| SAIL | SAILPOINT INC | $83.91万 | 0.22% | 57,314 | 57,314 | — | $83.91万 | 新建仓 |
| NUE | NUCOR CORP | $83.71万 | 0.22% | 3,758 | 3,758 | — | $83.71万 | 新建仓 |
| MSM | MSC INDL DIRECT INC | $82.09万 | 0.22% | 6,901 | 6,901 | — | $82.09万 | 新建仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $81.88万 | 0.22% | 5,507 | 2,963 | 116.5% | $44.06万 | 重新持有 |
| NDAQ | NASDAQ INC | $81.22万 | 0.21% | 10,305 | -5,378 | -34.3% | -$42.39万 | 减仓 |
| HUBS | HUBSPOT INC | $80.69万 | 0.21% | 4,421 | 1,219 | 38.1% | $22.25万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $80.07万 | 0.21% | 1,559 | -2,526 | -61.8% | -$129.74万 | 减仓 |
| FTNT | FORTINET INC | $79.62万 | 0.21% | 5,183 | 5,183 | — | $79.62万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $79.43万 | 0.21% | 11,404 | -9,389 | -45.2% | -$65.39万 | 减仓 |
| CCJ | CAMECO CORP | $79.40万 | 0.21% | 7,795 | 7,795 | — | $79.40万 | 新建仓 |
| UNM | UNUM GROUP | $79.13万 | 0.21% | 8,851 | 4,170 | 89.1% | $37.28万 | 加仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $78.94万 | 0.21% | 1,457 | 923 | 172.8% | $50.01万 | 加仓 |
| FNF | FIDELITY NATL FINL INC | $78.91万 | 0.21% | 16,733 | 9,957 | 146.9% | $46.96万 | 重新持有 |
| SBAC | SBA COMMUNICATIONS CORP | $78.24万 | 0.21% | 4,434 | 4,434 | — | $78.24万 | 新建仓 |
| FDS | FACTSET RESH SYS INC | $78.18万 | 0.21% | 3,398 | 2,330 | 218.2% | $53.61万 | 加仓 |
| STEP | STEPSTONE GROUP INC | $78.14万 | 0.21% | 18,893 | 18,893 | — | $78.14万 | 新建仓 |
| TSCO | TRACTOR SUPPLY CO | $77.92万 | 0.21% | 24,651 | 24,651 | — | $77.92万 | 新建仓 |
| VVV | VALVOLINE INC | $77.32万 | 0.20% | 19,554 | 11,805 | 152.3% | $46.68万 | 加仓 |
| MDB | MONGODB INC | $76.85万 | 0.20% | 2,288 | -5,551 | -70.8% | -$186.46万 | 重新持有 |
| ALB | ALBEMARLE CORP | $76.64万 | 0.20% | 5,676 | 3,988 | 236.3% | $53.85万 | 加仓 |
| LOAR | LOAR HOLDINGS INC | $76.56万 | 0.20% | 9,497 | 492 | 5.5% | $3.97万 | 重新持有 |
| CECO | CECO ENVIRONMENTAL CORP | $76.41万 | 0.20% | 8,421 | 8,421 | — | $76.41万 | 新建仓 |
| BHVN | BIOHAVEN LTD | $76.41万 | 0.20% | 51,351 | -30,027 | -36.9% | -$44.68万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $75.68万 | 0.20% | 1,754 | -8,142 | -82.3% | -$351.29万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD | $75.55万 | 0.20% | 7,871 | 2,803 | 55.3% | $26.90万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $75.46万 | 0.20% | 16,848 | 7,591 | 82.0% | $34.00万 | 加仓 |
| LION | LIONSGATE STUDIOS CORP | $75.37万 | 0.20% | 49,228 | 35,222 | 251.5% | $53.92万 | 重新持有 |
| NBIS | NEBIUS GROUP N.V. | $74.79万 | 0.20% | 2,708 | -602 | -18.2% | -$16.63万 | 减仓 |
| Q | QNITY ELECTRONICS INC | $74.55万 | 0.20% | 4,565 | 4,565 | — | $74.55万 | 新建仓 |
| AGCO | AGCO CORP | $74.33万 | 0.20% | 6,210 | 4,147 | 201.0% | $49.64万 | 加仓 |
| CSGP | COSTAR GROUP INC | $73.22万 | 0.19% | 25,853 | 15,048 | 139.3% | $42.62万 | 加仓 |
| DGX | QUEST DIAGNOSTICS INC | $73.02万 | 0.19% | 3,445 | 3,445 | — | $73.02万 | 新建仓 |
| BSY | BENTLEY SYS INC | $72.90万 | 0.19% | 24,391 | 24,391 | — | $72.90万 | 新建仓 |
| PWR | QUANTA SVCS INC | $72.22万 | 0.19% | 1,003 | 1,003 | — | $72.22万 | 新建仓 |
| ENS | ENERSYS | $72.11万 | 0.19% | 3,084 | -2,704 | -46.7% | -$63.22万 | 重新持有 |
| MGEE | MGE ENERGY INC | $71.74万 | 0.19% | 8,798 | 8,798 | — | $71.74万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $71.55万 | 0.19% | 11,377 | 11,377 | — | $71.55万 | 新建仓 |
| MSCI | MSCI INC | $71.52万 | 0.19% | 1,277 | 596 | 87.5% | $33.38万 | 加仓 |
| GE | GE AEROSPACE | $71.49万 | 0.19% | 1,913 | -3,505 | -64.7% | -$130.99万 | 减仓 |
| LRN | STRIDE INC | $71.36万 | 0.19% | 8,274 | -3,661 | -30.7% | -$31.57万 | 减仓 |
| USB | US BANCORP | $70.83万 | 0.19% | 11,726 | 5,721 | 95.3% | $34.55万 | 重新持有 |
| AME | AMETEK INC | $70.45万 | 0.19% | 2,912 | -5,358 | -64.8% | -$129.63万 | 减仓 |
| ROIV | ROIVANT SCIENCES LTD | $69.88万 | 0.18% | 19,746 | 8,537 | 76.2% | $30.21万 | 加仓 |
| CPRT | COPART INC | $68.39万 | 0.18% | 24,261 | 773 | 3.3% | $2.18万 | 重新持有 |
| ACM | AECOM | $68.22万 | 0.18% | 9,773 | 4,070 | 71.4% | $28.41万 | 重新持有 |
| JJSF | J & J SNACK FOODS CORP | $67.00万 | 0.18% | 9,122 | 9,122 | — | $67.00万 | 新建仓 |
| WLK | WESTLAKE CORPORATION | $66.20万 | 0.17% | 9,068 | 9,068 | — | $66.20万 | 新建仓 |
| DGII | DIGI INTL INC | $65.96万 | 0.17% | 8,800 | -7,172 | -44.9% | -$53.75万 | 减仓 |
| SBRA | SABRA HEALTH CARE REIT INC | $65.70万 | 0.17% | 33,675 | 33,675 | — | $65.70万 | 新建仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $65.40万 | 0.17% | 8,398 | 8,398 | — | $65.40万 | 新建仓 |
| RBLX | ROBLOX CORP | $65.35万 | 0.17% | 12,018 | 3,243 | 37.0% | $17.64万 | 加仓 |
| KRG | KITE REALTY GROUP TRUST | $65.00万 | 0.17% | 22,904 | 22,904 | — | $65.00万 | 新建仓 |
| GEO | GEO GROUP INC | $64.38万 | 0.17% | 21,787 | -9,571 | -30.5% | -$28.28万 | 减仓 |