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 |
|---|---|---|---|---|---|---|---|---|
| PIPR | PIPER SANDLER COMPANIES | $64.38万 | 0.17% | 8,899 | 8,899 | — | $64.38万 | 新建仓 |
| FRPT | FRESHPET INC | $63.87万 | 0.17% | 10,803 | -15,993 | -59.7% | -$94.55万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO | $63.72万 | 0.17% | 60,280 | -30,741 | -33.8% | -$32.49万 | 减仓 |
| FSS | FEDERAL SIGNAL CORP | $63.24万 | 0.17% | 4,922 | 4,922 | — | $63.24万 | 新建仓 |
| EFX | EQUIFAX INC | $63.14万 | 0.17% | 3,978 | 3,978 | — | $63.14万 | 新建仓 |
| CHRD | CHORD ENERGY CORPORATION | $63.06万 | 0.17% | 5,517 | 5,517 | — | $63.06万 | 新建仓 |
| MXL | MAXLINEAR INC | $62.22万 | 0.16% | 4,860 | -5,284 | -52.1% | -$67.65万 | 重新持有 |
| ELVN | ENLIVEN THERAPEUTICS INC | $61.39万 | 0.16% | 12,096 | 6,291 | 108.4% | $31.93万 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $61.34万 | 0.16% | 3,280 | 3,280 | — | $61.34万 | 新建仓 |
| FTV | FORTIVE CORP | $61.06万 | 0.16% | 9,995 | -4,637 | -31.7% | -$28.33万 | 减仓 |
| MSFT | MICROSOFT CORP | $60.84万 | 0.16% | 1,631 | 436 | 36.5% | $16.26万 | 加仓 |
| WRB | BERKLEY W R CORP | $60.68万 | 0.16% | 8,603 | 8,603 | — | $60.68万 | 新建仓 |
| AA | ALCOA CORP | $60.53万 | 0.16% | 11,610 | -1,891 | -14.0% | -$9.86万 | 重新持有 |
| SWX | SOUTHWEST GAS HLDGS INC | $60.44万 | 0.16% | 6,815 | 4,260 | 166.7% | $37.78万 | 加仓 |
| FIX | COMFORT SYS USA INC | $60.05万 | 0.16% | 303 | -435 | -58.9% | -$86.21万 | 减仓 |
| GNRC | GENERAC HLDGS INC | $59.76万 | 0.16% | 2,041 | 2,041 | — | $59.76万 | 新建仓 |
| AIZ | ASSURANT INC | $59.53万 | 0.16% | 2,217 | 2,217 | — | $59.53万 | 新建仓 |
| NI | NISOURCE INC | $59.52万 | 0.16% | 12,518 | 474 | 3.9% | $2.25万 | 加仓 |
| VOYA | VOYA FINANCIAL INC | $59.25万 | 0.16% | 6,545 | 2,531 | 63.1% | $22.91万 | 重新持有 |
| AG | FIRST MAJESTIC SILVER CORP | $59.10万 | 0.16% | 34,847 | 22,116 | 173.7% | $37.51万 | 重新持有 |
| OWL | BLUE OWL CAPITAL INC | $58.97万 | 0.16% | 67,395 | -31,885 | -32.1% | -$27.90万 | 减仓 |
| WVE | WAVE LIFE SCIENCES LTD | $58.94万 | 0.16% | 101,454 | 89,308 | 735.3% | $51.89万 | 加仓 |
| LCID | LUCID GROUP INC | $58.88万 | 0.16% | 88,008 | 88,008 | — | $58.88万 | 新建仓 |
| OUT | OUTFRONT MEDIA INC | $58.82万 | 0.15% | 17,955 | -23,915 | -57.1% | -$78.35万 | 减仓 |
| SAP | SAP SE | $58.61万 | 0.15% | 3,803 | 3,803 | — | $58.61万 | 新建仓 |
| ROST | ROSS STORES INC | $58.07万 | 0.15% | 2,728 | -3,492 | -56.1% | -$74.33万 | 减仓 |
| HLNE | HAMILTON LANE INC | $57.36万 | 0.15% | 7,277 | 2,735 | 60.2% | $21.56万 | 重新持有 |
| LDOS | LEIDOS HOLDINGS INC | $57.24万 | 0.15% | 5,559 | 2,421 | 77.2% | $24.93万 | 重新持有 |
| AGI | ALAMOS GOLD INC | $56.78万 | 0.15% | 18,713 | 18,713 | — | $56.78万 | 新建仓 |
| ARW | ARROW ELECTRS INC | $56.75万 | 0.15% | 2,659 | -8,014 | -75.1% | -$171.03万 | 减仓 |
| SLGN | SILGAN HLDGS INC | $56.38万 | 0.15% | 12,153 | -4,200 | -25.7% | -$19.48万 | 减仓 |
| LLY | ELI LILLY & CO | $56.01万 | 0.15% | 467 | -1,080 | -69.8% | -$129.54万 | 减仓 |
| EME | EMCOR GROUP INC | $55.93万 | 0.15% | 674 | -1,060 | -61.1% | -$87.97万 | 减仓 |
| VRSN | VERISIGN INC | $55.72万 | 0.15% | 2,215 | 2,215 | — | $55.72万 | 新建仓 |
| FCN | FTI CONSULTING INC | $55.07万 | 0.15% | 3,696 | 661 | 21.8% | $9.85万 | 加仓 |
| EG | EVEREST GROUP LTD | $55.01万 | 0.14% | 1,540 | 1,540 | — | $55.01万 | 新建仓 |
| ABT | ABBOTT LABORATORIES | $54.90万 | 0.14% | 6,050 | 6,050 | — | $54.90万 | 新建仓 |
| DTE | DTE ENERGY CO | $54.73万 | 0.14% | 3,592 | 1,323 | 58.3% | $20.16万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $54.62万 | 0.14% | 2,146 | -398 | -15.6% | -$10.13万 | 减仓 |
| IMVT | IMMUNOVANT INC | $54.27万 | 0.14% | 14,085 | -13,724 | -49.4% | -$52.88万 | 减仓 |
| VST | VISTRA CORP | $54.27万 | 0.14% | 3,421 | 296 | 9.5% | $4.70万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $53.64万 | 0.14% | 388 | -817 | -67.8% | -$112.94万 | 重新持有 |
| RDDT | REDDIT INC | $53.55万 | 0.14% | 3,085 | 515 | 20.0% | $8.94万 | 加仓 |
| UNIT | UNITI GROUP LLC | $53.10万 | 0.14% | 46,291 | 46,291 | — | $53.10万 | 新建仓 |
| WK | WORKIVA INC | $52.89万 | 0.14% | 10,902 | -16,953 | -60.9% | -$82.24万 | 减仓 |
| PPL | PPL CORP | $52.39万 | 0.14% | 14,412 | 14,412 | — | $52.39万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $52.36万 | 0.14% | 11,335 | -6,914 | -37.9% | -$31.94万 | 重新持有 |
| RTX | RTX CORPORATION | $51.97万 | 0.14% | 2,739 | 352 | 14.7% | $6.68万 | 加仓 |
| VSNT | VERSANT MEDIA GROUP INC | $51.83万 | 0.14% | 14,392 | 14,392 | — | $51.83万 | 新建仓 |
| NIQ | NIQ GLOBAL INTELLIGENCE PLC | $51.71万 | 0.14% | 55,301 | 55,301 | — | $51.71万 | 新建仓 |
| HUBB | HUBBELL INC | $51.54万 | 0.14% | 985 | 985 | — | $51.54万 | 新建仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $51.51万 | 0.14% | 2,378 | 2,378 | — | $51.51万 | 新建仓 |
| EMN | EASTMAN CHEM CO | $51.45万 | 0.14% | 7,682 | 7,682 | — | $51.45万 | 新建仓 |
| LITE | LUMENTUM HLDGS INC | $50.71万 | 0.13% | 591 | -163 | -21.6% | -$13.99万 | 减仓 |
| GRND | GRINDR INC | $50.38万 | 0.13% | 35,058 | 22,030 | 169.1% | $31.66万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $50.25万 | 0.13% | 6,032 | 6,032 | — | $50.25万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $50.00万 | 0.13% | 3,269 | -509 | -13.5% | -$7.79万 | 减仓 |
| PII | POLARIS INC | $49.96万 | 0.13% | 7,300 | -2,930 | -28.6% | -$20.05万 | 减仓 |
| XENE | XENON PHARMACEUTICALS INC | $49.73万 | 0.13% | 8,239 | 1,675 | 25.5% | $10.11万 | 加仓 |
| BG | BUNGE GLOBAL SA | $49.59万 | 0.13% | 4,646 | 4,646 | — | $49.59万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $49.26万 | 0.13% | 6,122 | -8,141 | -57.1% | -$65.50万 | 减仓 |
| SCHL | SCHOLASTIC CORP | $49.09万 | 0.13% | 10,672 | 10,672 | — | $49.09万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $48.72万 | 0.13% | 16,257 | 16,257 | — | $48.72万 | 新建仓 |
| CRBG | COREBRIDGE FINL INC | $48.71万 | 0.13% | 17,012 | 17,012 | — | $48.71万 | 新建仓 |
| VCTR | VICTORY CAP HLDGS INC DEL | $48.53万 | 0.13% | 5,773 | 600 | 11.6% | $5.04万 | 加仓 |
| ALKT | ALKAMI TECHNOLOGY INC | $48.50万 | 0.13% | 26,768 | 26,768 | — | $48.50万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $48.17万 | 0.13% | 12,347 | 5,058 | 69.4% | $19.73万 | 重新持有 |
| NVS | NOVARTIS AG | $47.99万 | 0.13% | 3,062 | -4,342 | -58.6% | -$68.05万 | 减仓 |
| TRU | TRANSUNION | $47.42万 | 0.12% | 6,573 | 6,573 | — | $47.42万 | 新建仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $47.40万 | 0.12% | 371 | 371 | — | $47.40万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $47.28万 | 0.12% | 9,062 | 4,084 | 82.0% | $21.31万 | 加仓 |
| URI | UNITED RENTALS INC | $46.90万 | 0.12% | 414 | -533 | -56.3% | -$60.38万 | 重新持有 |
| CRC | CALIFORNIA RES CORP | $46.68万 | 0.12% | 8,829 | 8,829 | — | $46.68万 | 新建仓 |
| TPR | TAPESTRY INC | $46.50万 | 0.12% | 3,177 | -10,316 | -76.5% | -$151.01万 | 减仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $46.17万 | 0.12% | 8,585 | 8,585 | — | $46.17万 | 新建仓 |
| TEAM | ATLASSIAN CORPORATION | $45.97万 | 0.12% | 5,909 | -9,790 | -62.4% | -$76.16万 | 减仓 |
| ULS | UL SOLUTIONS INC | $45.92万 | 0.12% | 4,508 | 4,508 | — | $45.92万 | 新建仓 |
| STNG | SCORPIO TANKERS INC | $45.90万 | 0.12% | 6,627 | 3,207 | 93.8% | $22.21万 | 加仓 |
| NGG | NATIONAL GRID PLC | $45.66万 | 0.12% | 5,510 | 2,396 | 76.9% | $19.86万 | 加仓 |
| EXP | EAGLE MATLS INC | $45.47万 | 0.12% | 2,021 | 2,021 | — | $45.47万 | 新建仓 |
| MMSI | MERIT MED SYS INC | $44.88万 | 0.12% | 6,473 | 6,473 | — | $44.88万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $44.68万 | 0.12% | 618 | -6,612 | -91.5% | -$478.05万 | 减仓 |
| VRNS | VARONIS SYS INC | $44.34万 | 0.12% | 10,568 | 10,568 | — | $44.34万 | 新建仓 |
| AGNC | AGNC INVT CORP | $44.28万 | 0.12% | 40,627 | -24,605 | -37.7% | -$26.82万 | 重新持有 |
| VNOM | VIPER ENERGY INC | $43.81万 | 0.12% | 10,333 | -415 | -3.9% | -$1.76万 | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $43.67万 | 0.12% | 4,893 | -2,818 | -36.5% | -$25.15万 | 减仓 |
| MCK | MCKESSON CORP | $43.60万 | 0.11% | 577 | 577 | — | $43.60万 | 新建仓 |
| GDS | GDS HLDGS LTD | $43.54万 | 0.11% | 14,500 | 14,500 | — | $43.54万 | 新建仓 |
| EZPW | EZCORP INC | $43.31万 | 0.11% | 12,527 | 3,264 | 35.2% | $11.28万 | 加仓 |
| NSC | NORFOLK SOUTHN CORP | $42.88万 | 0.11% | 1,363 | 1,363 | — | $42.88万 | 新建仓 |
| VICR | VICOR CORP | $42.61万 | 0.11% | 1,122 | 1,122 | — | $42.61万 | 新建仓 |
| NAVN | NAVAN INC | $42.57万 | 0.11% | 18,612 | 18,612 | — | $42.57万 | 新建仓 |
| OLN | OLIN CORP | $42.17万 | 0.11% | 21,277 | 13,705 | 181.0% | $27.16万 | 加仓 |
| CAVA | CAVA GROUP INC | $41.64万 | 0.11% | 5,306 | 1,106 | 26.3% | $8.68万 | 重新持有 |
| WEX | WEX INC | $41.57万 | 0.11% | 2,946 | -1,677 | -36.3% | -$23.66万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $41.34万 | 0.11% | 7,823 | 7,823 | — | $41.34万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $41.26万 | 0.11% | 5,207 | -280 | -5.1% | -$2.22万 | 减仓 |
| BYD | BOYD GAMING CORP | $41.00万 | 0.11% | 4,642 | 4,642 | — | $41.00万 | 新建仓 |
| RBRK | RUBRIK INC. | $40.69万 | 0.11% | 5,069 | -48,416 | -90.5% | -$388.68万 | 减仓 |
| COLD | AMERICOLD REALTY TRUST INC | $40.60万 | 0.11% | 25,824 | 4,592 | 21.6% | $7.22万 | 重新持有 |