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 |
|---|---|---|---|---|---|---|---|---|
| RAL | RALLIANT CORP | $40.42万 | 0.11% | 5,489 | 5,489 | — | $40.42万 | 新建仓 |
| CVX | CHEVRON CORPORATION | $40.35万 | 0.11% | 2,434 | -4,702 | -65.9% | -$77.94万 | 重新持有 |
| CYTK | CYTOKINETICS INC | $40.30万 | 0.11% | 4,731 | -4,753 | -50.1% | -$40.49万 | 重新持有 |
| ELS | EQUITY LIFESTYLE PROPERTIES | $40.12万 | 0.11% | 6,225 | 2,627 | 73.0% | $16.93万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $40.03万 | 0.11% | 3,101 | 3,101 | — | $40.03万 | 新建仓 |
| SNN | SMITH & NEPHEW PLC | $39.89万 | 0.11% | 13,846 | 13,846 | — | $39.89万 | 新建仓 |
| BSX | BOSTON SCIENTIFIC CORP | $39.85万 | 0.11% | 9,338 | -21,292 | -69.5% | -$90.87万 | 减仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $39.63万 | 0.10% | 2,104 | 2,104 | — | $39.63万 | 新建仓 |
| AR | ANTERO RESOURCES CORP | $39.60万 | 0.10% | 11,269 | -32,761 | -74.4% | -$115.12万 | 重新持有 |
| WSC | WILLSCOT HLDGS CORP | $39.49万 | 0.10% | 13,683 | 13,683 | — | $39.49万 | 新建仓 |
| LKQ | LKQ CORP | $39.41万 | 0.10% | 14,966 | -56,154 | -79.0% | -$147.85万 | 减仓 |
| BROS | DUTCH BROS INC | $39.38万 | 0.10% | 5,484 | -13,352 | -70.9% | -$95.88万 | 减仓 |
| SR | SPIRE INC | $39.13万 | 0.10% | 5,011 | 5,011 | — | $39.13万 | 新建仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $39.09万 | 0.10% | 67,636 | 31,071 | 85.0% | $17.96万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $39.03万 | 0.10% | 939 | -2,370 | -71.6% | -$98.50万 | 减仓 |
| NTSK | NETSKOPE INC | $38.88万 | 0.10% | 35,536 | 35,536 | — | $38.88万 | 新建仓 |
| ATI | ATI INC | $38.73万 | 0.10% | 1,965 | -394 | -16.7% | -$7.77万 | 减仓 |
| ATEC | ALPHATEC HLDGS INC | $38.52万 | 0.10% | 44,527 | 9,542 | 27.3% | $8.25万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $38.03万 | 0.10% | 2,674 | 2,674 | — | $38.03万 | 新建仓 |
| WH | WYNDHAM HOTELS & RESORTS INC | $38.01万 | 0.10% | 4,514 | -1,442 | -24.2% | -$12.14万 | 减仓 |
| CVSA | COVISTA INC | $38.00万 | 0.10% | 3,048 | 3,048 | — | $38.00万 | 新建仓 |
| — | QORVO INC | $37.94万 | 0.10% | 4,068 | 4,068 | — | $37.94万 | 新建仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $37.75万 | 0.10% | 760 | 760 | — | $37.75万 | 新建仓 |
| AXTI | AXT INC | $37.60万 | 0.10% | 5,216 | 5,216 | — | $37.60万 | 新建仓 |
| CNR | CORE NATURAL RESOURCES INC | $37.54万 | 0.10% | 4,691 | 4,691 | — | $37.54万 | 新建仓 |
| U | UNITY SOFTWARE INC | $37.37万 | 0.10% | 13,076 | -3,548 | -21.3% | -$10.14万 | 减仓 |
| DHT | DHT HOLDINGS INC | $37.32万 | 0.10% | 22,579 | 22,579 | — | $37.32万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $37.31万 | 0.10% | 9,184 | -2,625 | -22.2% | -$10.67万 | 减仓 |
| FFIV | F5 INC | $36.65万 | 0.10% | 881 | -1,227 | -58.2% | -$51.04万 | 减仓 |
| KVYO | KLAVIYO INC | $36.58万 | 0.10% | 24,222 | 12,195 | 101.4% | $18.41万 | 加仓 |
| SEZL | SEZZLE INC | $36.51万 | 0.10% | 2,127 | 2,127 | — | $36.51万 | 新建仓 |
| EW | EDWARDS LIFESCIENCES CORP | $36.48万 | 0.10% | 4,033 | 4,033 | — | $36.48万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $36.33万 | 0.10% | 8,158 | 8,158 | — | $36.33万 | 新建仓 |
| SHOP | SHOPIFY INC | $36.02万 | 0.09% | 3,155 | -3,446 | -52.2% | -$39.35万 | 减仓 |
| CARS | CARS COM INC | $35.93万 | 0.09% | 32,845 | 19,059 | 138.2% | $20.85万 | 重新持有 |
| KMX | CARMAX INC | $35.67万 | 0.09% | 6,745 | 6,745 | — | $35.67万 | 新建仓 |
| OSCR | OSCAR HEALTH INC | $34.94万 | 0.09% | 12,251 | 12,251 | — | $34.94万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $34.85万 | 0.09% | 32,843 | -36,663 | -52.7% | -$38.90万 | 重新持有 |
| UAL | UNITED AIRLS HLDGS INC | $34.47万 | 0.09% | 2,535 | -7,644 | -75.1% | -$103.95万 | 减仓 |
| GCT | GIGACLOUD TECHNOLOGY INC | $34.40万 | 0.09% | 10,886 | 10,886 | — | $34.40万 | 新建仓 |
| WWD | WOODWARD INC | $34.25万 | 0.09% | 805 | -1,358 | -62.8% | -$57.77万 | 减仓 |
| KD | KYNDRYL HLDGS INC | $33.85万 | 0.09% | 29,933 | -39,801 | -57.1% | -$45.01万 | 减仓 |
| GSK | GSK PLC | $33.85万 | 0.09% | 6,458 | 6,458 | — | $33.85万 | 新建仓 |
| IBP | INSTALLED BLDG PRODS INC | $33.83万 | 0.09% | 1,472 | -287 | -16.3% | -$6.60万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $33.53万 | 0.09% | 43,662 | -54,434 | -55.5% | -$41.81万 | 减仓 |
| AMCR | AMCOR PLC | $33.32万 | 0.09% | 7,686 | 7,686 | — | $33.32万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $33.03万 | 0.09% | 18,930 | 18,930 | — | $33.03万 | 新建仓 |
| FBIN | FORTUNE BRANDS INNOVATIONS I | $32.97万 | 0.09% | 6,006 | 6,006 | — | $32.97万 | 新建仓 |
| DK | DELEK US HLDGS INC NEW | $32.74万 | 0.09% | 6,444 | -3,478 | -35.1% | -$17.67万 | 减仓 |
| NN | NEXTNAV INC | $32.68万 | 0.09% | 18,326 | 18,326 | — | $32.68万 | 新建仓 |
| HMY | HARMONY GOLD MNG LTD | $32.59万 | 0.09% | 21,425 | 21,425 | — | $32.59万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC | $32.43万 | 0.09% | 2,232 | 2,232 | — | $32.43万 | 新建仓 |
| ABNB | AIRBNB INC | $32.43万 | 0.09% | 2,266 | 2,266 | — | $32.43万 | 新建仓 |
| TENB | TENABLE HLDGS INC | $32.18万 | 0.08% | 8,726 | 8,726 | — | $32.18万 | 新建仓 |
| PR | PERMIAN RESOURCES CORP | $32.08万 | 0.08% | 17,428 | -109,438 | -86.3% | -$201.48万 | 减仓 |
| IP | INTERNATIONAL PAPER CO | $32.03万 | 0.08% | 8,407 | 2,161 | 34.6% | $8.23万 | 重新持有 |
| SHAK | SHAKE SHACK INC | $32.02万 | 0.08% | 5,716 | 5,716 | — | $32.02万 | 新建仓 |
| KNSL | KINSALE CAP GROUP INC | $31.86万 | 0.08% | 966 | 278 | 40.4% | $9.17万 | 加仓 |
| SYRE | SPYRE THERAPEUTICS INC | $31.76万 | 0.08% | 3,577 | -5,075 | -58.7% | -$45.06万 | 减仓 |
| BHF | BRIGHTHOUSE FINL INC | $31.73万 | 0.08% | 5,012 | 5,012 | — | $31.73万 | 新建仓 |
| AEE | AMEREN CORP | $31.70万 | 0.08% | 2,804 | 2,804 | — | $31.70万 | 新建仓 |
| CDNA | CAREDX INC | $31.69万 | 0.08% | 11,119 | -3,023 | -21.4% | -$8.62万 | 重新持有 |
| INMD | INMODE LTD | $31.67万 | 0.08% | 21,661 | 21,661 | — | $31.67万 | 新建仓 |
| COP | CONOCOPHILLIPS | $31.49万 | 0.08% | 3,029 | -979 | -24.4% | -$10.18万 | 减仓 |
| AES | AES CORP | $31.48万 | 0.08% | 21,471 | -27,615 | -56.3% | -$40.48万 | 减仓 |
| BUD | ANHEUSER BUSCH INBEV SA NV | $31.42万 | 0.08% | 3,813 | 3,813 | — | $31.42万 | 新建仓 |
| EDU | NEW ORIENTAL ED & TECHNOLOGY | $31.37万 | 0.08% | 6,833 | 6,833 | — | $31.37万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $31.34万 | 0.08% | 1,822 | 1,822 | — | $31.34万 | 新建仓 |
| WGS | GENEDX HOLDINGS CORP | $31.31万 | 0.08% | 4,561 | -851 | -15.7% | -$5.84万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $31.30万 | 0.08% | 8,082 | -5,539 | -40.7% | -$21.45万 | 减仓 |
| BRKR | BRUKER CORP | $31.27万 | 0.08% | 5,196 | -12,623 | -70.8% | -$75.97万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $31.01万 | 0.08% | 11,825 | 11,825 | — | $31.01万 | 新建仓 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $30.91万 | 0.08% | 883 | -10,028 | -91.9% | -$351.05万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $30.79万 | 0.08% | 7,957 | -6,229 | -43.9% | -$24.11万 | 重新持有 |
| HALO | HALOZYME THERAPEUTICS INC | $30.69万 | 0.08% | 3,921 | 3,921 | — | $30.69万 | 新建仓 |
| HASI | HA SUSTAINABLE INFRA CAP INC | $30.67万 | 0.08% | 7,855 | -150 | -1.9% | -$5,858 | 重新持有 |
| HCC | WARRIOR MET COAL INC | $30.53万 | 0.08% | 3,762 | 381 | 11.3% | $3.09万 | 加仓 |
| HRI | HERC HLDGS INC | $30.53万 | 0.08% | 2,130 | 567 | 36.3% | $8.13万 | 重新持有 |
| CG | CARLYLE GROUP INC | $30.46万 | 0.08% | 7,234 | 7,234 | — | $30.46万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $30.30万 | 0.08% | 30,853 | -12,498 | -28.8% | -$12.27万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $29.96万 | 0.08% | 16,581 | -49,320 | -74.8% | -$89.12万 | 重新持有 |
| IONS | IONIS PHARMACEUTICALS INC | $29.96万 | 0.08% | 3,778 | 3,778 | — | $29.96万 | 新建仓 |
| T | AT&T INC | $29.53万 | 0.08% | 14,267 | 14,267 | — | $29.53万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $29.37万 | 0.08% | 1,200 | -424 | -26.1% | -$10.38万 | 减仓 |
| VIRT | VIRTU FINL INC | $29.20万 | 0.08% | 4,902 | -11,275 | -69.7% | -$67.17万 | 减仓 |
| STNE | STONECO LTD | $29.19万 | 0.08% | 26,932 | 26,932 | — | $29.19万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $29.16万 | 0.08% | 777 | -2 | -0.3% | -$751 | 减仓 |
| BTDR | BITDEER TECHNOLOGIES GROUP | $29.12万 | 0.08% | 18,351 | 18,351 | — | $29.12万 | 新建仓 |
| PATH | UIPATH INC | $29.08万 | 0.08% | 26,753 | 1,850 | 7.4% | $2.01万 | 加仓 |
| CAR | AVIS BUDGET GROUP INC | $28.90万 | 0.08% | 1,955 | 1,955 | — | $28.90万 | 新建仓 |
| S | SENTINELONE INC | $28.74万 | 0.08% | 16,938 | -45,744 | -73.0% | -$77.63万 | 重新持有 |
| WPC | WP CAREY INC | $28.66万 | 0.08% | 4,009 | 4,009 | — | $28.66万 | 新建仓 |
| GOLD | GOLD COM INC | $28.60万 | 0.08% | 6,874 | 6,874 | — | $28.60万 | 新建仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $28.35万 | 0.07% | 528 | 135 | 34.4% | $7.25万 | 重新持有 |
| BIRK | BIRKENSTOCK HOLDING PLC | $28.32万 | 0.07% | 6,582 | 6,582 | — | $28.32万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $28.28万 | 0.07% | 15,161 | 15,161 | — | $28.28万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $28.02万 | 0.07% | 5,406 | -30,270 | -84.8% | -$156.89万 | 减仓 |
| AUR | AURORA INNOVATION INC | $27.71万 | 0.07% | 40,635 | 40,635 | — | $27.71万 | 新建仓 |
| LCII | LCI INDS | $27.60万 | 0.07% | 2,607 | 2,607 | — | $27.60万 | 新建仓 |
| TS | TENARIS S A | $27.53万 | 0.07% | 4,961 | -16,145 | -76.5% | -$89.59万 | 重新持有 |