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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $44.24万 | 0.11% | 1,195 | -9,715 | -89.0% | -$359.62万 | 减仓 |
| PRCH | PORCH GROUP INC | $44.20万 | 0.11% | 61,641 | 61,641 | — | $44.20万 | 新建仓 |
| SITM | SITIME CORP | $44.03万 | 0.11% | 1,275 | 1,275 | — | $44.03万 | 新建仓 |
| CNC | CENTENE CORP DEL | $43.73万 | 0.11% | 13,358 | -17,633 | -56.9% | -$57.73万 | 减仓 |
| SYRE | SPYRE THERAPEUTICS INC | $43.64万 | 0.11% | 8,652 | 8,652 | — | $43.64万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $43.59万 | 0.11% | 10,805 | 4,484 | 70.9% | $18.09万 | 加仓 |
| RUN | SUNRUN INC | $43.10万 | 0.11% | 31,787 | 31,787 | — | $43.10万 | 新建仓 |
| SM | SM ENERGY COMPANY | $42.97万 | 0.11% | 13,782 | 622 | 4.7% | $1.94万 | 加仓 |
| ANDE | ANDERSONS INC | $42.85万 | 0.11% | 5,969 | 5,969 | — | $42.85万 | 新建仓 |
| GGG | GRACO INC | $42.10万 | 0.10% | 4,973 | 4,973 | — | $42.10万 | 新建仓 |
| R | RYDER SYS INC | $42.07万 | 0.10% | 2,055 | 2,055 | — | $42.07万 | 新建仓 |
| RVTY | REVVITY INC | $41.97万 | 0.10% | 4,790 | 4,790 | — | $41.97万 | 新建仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $41.86万 | 0.10% | 5,663 | -2,870 | -33.6% | -$21.22万 | 减仓 |
| APEI | AMERICAN PUB ED INC | $41.61万 | 0.10% | 7,316 | 7,316 | — | $41.61万 | 新建仓 |
| BIO | BIO RAD LABS INC | $40.59万 | 0.10% | 1,456 | 1,456 | — | $40.59万 | 新建仓 |
| RGEN | REPLIGEN CORP | $40.16万 | 0.10% | 3,409 | 3,409 | — | $40.16万 | 新建仓 |
| TECK | TECK RESOURCES LTD | $40.06万 | 0.10% | 7,741 | 7,741 | — | $40.06万 | 新建仓 |
| CWST | CASELLA WASTE SYS INC | $40.01万 | 0.10% | 5,043 | 5,043 | — | $40.01万 | 新建仓 |
| NOG | NORTHERN OIL & GAS INC | $39.90万 | 0.10% | 13,650 | -61,507 | -81.8% | -$179.79万 | 减仓 |
| SYY | SYSCO CORP | $39.88万 | 0.10% | 5,591 | 5,591 | — | $39.88万 | 新建仓 |
| PSIX | POWER SOLUTIONS INTL INC | $39.17万 | 0.10% | 6,434 | 6,434 | — | $39.17万 | 新建仓 |
| CRUS | CIRRUS LOGIC INC | $39.08万 | 0.10% | 2,702 | -1,682 | -38.4% | -$24.33万 | 减仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $38.93万 | 0.10% | 40,889 | 17,239 | 72.9% | $16.41万 | 重新持有 |
| VMRK | EQUITY RESIDENTIAL | $38.80万 | 0.10% | 6,559 | -8,080 | -55.2% | -$47.79万 | 重新持有 |
| BBWI | BATH & BODY WORKS INC | $38.69万 | 0.10% | 20,721 | 20,721 | — | $38.69万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $38.37万 | 0.10% | 2,544 | 2,544 | — | $38.37万 | 新建仓 |
| XENE | XENON PHARMACEUTICALS INC | $38.17万 | 0.09% | 6,564 | 6,564 | — | $38.17万 | 新建仓 |
| ATEC | ALPHATEC HLDGS INC | $38.06万 | 0.09% | 34,985 | 34,985 | — | $38.06万 | 新建仓 |
| CERT | CERTARA INC | $38.05万 | 0.09% | 66,759 | 55,046 | 470.0% | $31.38万 | 加仓 |
| AGX | ARGAN INC | $38.02万 | 0.09% | 698 | 698 | — | $38.02万 | 新建仓 |
| LB | LANDBRIDGE COMPANY LLC | $37.89万 | 0.09% | 5,487 | 5,487 | — | $37.89万 | 新建仓 |
| WHD | CACTUS INC | $37.43万 | 0.09% | 7,902 | 7,902 | — | $37.43万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $37.20万 | 0.09% | 11,809 | 11,809 | — | $37.20万 | 新建仓 |
| CCOI | COGENT COMM HOLDINGS INC | $37.20万 | 0.09% | 19,743 | -25,455 | -56.3% | -$47.96万 | 减仓 |
| QGEN | QIAGEN NV | $37.11万 | 0.09% | 9,268 | 9,268 | — | $37.11万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $37.03万 | 0.09% | 4,978 | -405 | -7.5% | -$3.01万 | 减仓 |
| THC | TENET HEALTHCARE CORP | $36.86万 | 0.09% | 1,953 | 1,953 | — | $36.86万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $36.72万 | 0.09% | 43,351 | 43,351 | — | $36.72万 | 新建仓 |
| MSCI | MSCI INC | $36.71万 | 0.09% | 681 | -883 | -56.5% | -$47.59万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $36.50万 | 0.09% | 8,212 | 8,212 | — | $36.50万 | 新建仓 |
| U | UNITY SOFTWARE INC | $36.47万 | 0.09% | 16,624 | 16,624 | — | $36.47万 | 新建仓 |
| BKD | BROOKDALE SR LIVING INC | $36.19万 | 0.09% | 26,453 | 26,453 | — | $36.19万 | 新建仓 |
| AFG | AMERICAN FINANCIAL GROUP INC | $36.13万 | 0.09% | 2,829 | 924 | 48.5% | $11.80万 | 加仓 |
| MRCY | MERCURY SYS INC | $35.83万 | 0.09% | 4,914 | 4,914 | — | $35.83万 | 新建仓 |
| TROW | PRICE T ROWE GROUP INC | $35.79万 | 0.09% | 3,970 | -3,275 | -45.2% | -$29.52万 | 减仓 |
| EQIX | EQUINIX INC | $35.68万 | 0.09% | 364 | -1,416 | -79.6% | -$138.80万 | 重新持有 |
| GLBE | GLOBAL E ONLINE LTD | $35.37万 | 0.09% | 11,465 | 822 | 7.7% | $2.54万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $35.30万 | 0.09% | 10,784 | 10,784 | — | $35.30万 | 新建仓 |
| HRB | BLOCK H & R INC | $35.26万 | 0.09% | 11,108 | -28,388 | -71.9% | -$90.10万 | 减仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $35.04万 | 0.09% | 3,778 | 3,778 | — | $35.04万 | 新建仓 |
| INSP | INSPIRE MED SYS INC | $34.94万 | 0.09% | 6,773 | 1,763 | 35.2% | $9.09万 | 重新持有 |
| WGS | GENEDX HOLDINGS CORP | $34.76万 | 0.09% | 5,412 | 5,412 | — | $34.76万 | 新建仓 |
| RXO | RXO INC | $34.69万 | 0.09% | 23,726 | 941 | 4.1% | $1.38万 | 重新持有 |
| RDDT | REDDIT INC | $34.61万 | 0.09% | 2,570 | -101 | -3.8% | -$1.36万 | 减仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $34.57万 | 0.09% | 4,580 | 4,580 | — | $34.57万 | 新建仓 |
| RELX | RELX PLC | $34.47万 | 0.09% | 10,397 | 10,397 | — | $34.47万 | 新建仓 |
| NBIS | NEBIUS GROUP N.V. | $34.34万 | 0.09% | 3,310 | -2,379 | -41.8% | -$24.68万 | 减仓 |
| BLCO | BAUSCH PLUS LOMB CORP | $34.34万 | 0.09% | 21,597 | -11,261 | -34.3% | -$17.90万 | 减仓 |
| ATI | ATI INC | $34.31万 | 0.09% | 2,359 | 2,359 | — | $34.31万 | 新建仓 |
| UNM | UNUM GROUP | $34.19万 | 0.08% | 4,681 | 4,681 | — | $34.19万 | 新建仓 |
| AMBA | AMBARELLA INC | $34.01万 | 0.08% | 6,608 | -1,907 | -22.4% | -$9.82万 | 重新持有 |
| VCTR | VICTORY CAP HLDGS INC DEL | $33.87万 | 0.08% | 5,173 | 5,173 | — | $33.87万 | 新建仓 |
| SF | STIFEL FINL CORP | $33.72万 | 0.08% | 4,562 | -7,939 | -63.5% | -$58.69万 | 减仓 |
| SPHR | SPHERE ENTERTAINMENT CO | $33.60万 | 0.08% | 2,862 | -5,139 | -64.2% | -$60.33万 | 减仓 |
| FE | FIRSTENERGY CORP | $33.45万 | 0.08% | 6,603 | 6,603 | — | $33.45万 | 新建仓 |
| ZWS | ZURN ELKAY WATER SOLNS CORP | $33.27万 | 0.08% | 7,420 | -18,228 | -71.1% | -$81.73万 | 减仓 |
| META | META PLATFORMS INC | $33.18万 | 0.08% | 580 | -1,174 | -66.9% | -$67.17万 | 重新持有 |
| ASND | ASCENDIS PHARMA A/S | $32.98万 | 0.08% | 1,442 | 1,442 | — | $32.98万 | 新建仓 |
| FTI | TECHNIPFMC PLC | $32.57万 | 0.08% | 4,711 | -21,511 | -82.0% | -$148.71万 | 减仓 |
| DQ | DAQO NEW ENERGY CORP | $32.52万 | 0.08% | 15,288 | 15,288 | — | $32.52万 | 新建仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $32.44万 | 0.08% | 3,400 | -1,098 | -24.4% | -$10.48万 | 减仓 |
| ASTH | ASTRANA HEALTH INC | $32.38万 | 0.08% | 13,206 | 5,331 | 67.7% | $13.07万 | 重新持有 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $32.34万 | 0.08% | 957 | 957 | — | $32.34万 | 新建仓 |
| ACGL | ARCH CAP GROUP LTD | $32.31万 | 0.08% | 3,366 | -2,054 | -37.9% | -$19.72万 | 减仓 |
| — | TEVA PHARMACEUTICAL INDS LTD | $32.20万 | 0.08% | 10,689 | 10,689 | — | $32.20万 | 新建仓 |
| SFM | SPROUTS FMRS MKT INC | $32.15万 | 0.08% | 4,168 | -11,316 | -73.1% | -$87.28万 | 减仓 |
| NWS | NEWS CORP NEW | $32.14万 | 0.08% | 11,273 | 11,273 | — | $32.14万 | 新建仓 |
| ORI | OLD REP INTL CORP | $31.91万 | 0.08% | 7,997 | 7,997 | — | $31.91万 | 新建仓 |
| WCC | WESCO INTL INC | $31.90万 | 0.08% | 1,166 | -652 | -35.9% | -$17.84万 | 减仓 |
| TKR | TIMKEN CO | $31.82万 | 0.08% | 3,164 | -1,731 | -35.4% | -$17.41万 | 重新持有 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $31.67万 | 0.08% | 534 | -3,941 | -88.1% | -$233.69万 | 减仓 |
| SG | SWEETGREEN INC | $31.63万 | 0.08% | 60,952 | 60,952 | — | $31.63万 | 新建仓 |
| HCC | WARRIOR MET COAL INC | $31.49万 | 0.08% | 3,381 | -7,965 | -70.2% | -$74.19万 | 减仓 |
| NCNO | NCINO INC | $31.38万 | 0.08% | 20,945 | 9,204 | 78.4% | $13.79万 | 加仓 |
| EVR | EVERCORE INC | $31.28万 | 0.08% | 1,048 | 456 | 77.0% | $13.61万 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD | $31.05万 | 0.08% | 11,209 | 11,209 | — | $31.05万 | 新建仓 |
| VERA | VERA THERAPEUTICS INC | $31.04万 | 0.08% | 7,715 | 7,715 | — | $31.04万 | 新建仓 |
| BLK | BLACKROCK INC | $30.49万 | 0.08% | 317 | -865 | -73.2% | -$83.19万 | 减仓 |
| ALB | ALBEMARLE CORP | $30.30万 | 0.08% | 1,688 | -1,319 | -43.9% | -$23.68万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $30.30万 | 0.08% | 7,911 | 7,911 | — | $30.30万 | 新建仓 |
| SPB | SPECTRUM BRANDS HOLDINGS INC | $30.14万 | 0.07% | 4,089 | 4,089 | — | $30.14万 | 新建仓 |
| BP | BP PLC | $30.07万 | 0.07% | 6,398 | -12,344 | -65.9% | -$58.02万 | 重新持有 |
| IT | GARTNER INC | $29.88万 | 0.07% | 1,887 | 309 | 19.6% | $4.89万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $29.74万 | 0.07% | 1,392 | -634 | -31.3% | -$13.55万 | 减仓 |
| ADTN | ADTRAN HOLDINGS INC | $29.71万 | 0.07% | 23,619 | -6,098 | -20.5% | -$7.67万 | 减仓 |
| TM | TOYOTA MOTOR CORP | $29.64万 | 0.07% | 1,438 | 1,438 | — | $29.64万 | 新建仓 |
| HTO | H2O AMERICA | $29.22万 | 0.07% | 4,981 | 4,981 | — | $29.22万 | 新建仓 |
| IAG | IAMGOLD CORP | $29.00万 | 0.07% | 15,407 | -1,768 | -10.3% | -$3.33万 | 减仓 |
| MTG | MGIC INVT CORP WIS | $28.99万 | 0.07% | 11,043 | 11,043 | — | $28.99万 | 新建仓 |
| UL | UNILEVER PLC | $28.87万 | 0.07% | 5,067 | 1,959 | 63.0% | $11.16万 | 加仓 |