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 |
|---|---|---|---|---|---|---|---|---|
| INVX | INNOVEX INTERNATIONAL INC | $27.49万 | 0.07% | 11,085 | 11,085 | — | $27.49万 | 新建仓 |
| ASML | ASML HLDG NV | $27.26万 | 0.07% | 137 | 137 | — | $27.26万 | 新建仓 |
| SQM | SOCIEDAD QUIMICA Y MINERA DE | $27.17万 | 0.07% | 3,670 | 3,670 | — | $27.17万 | 新建仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $27.04万 | 0.07% | 13,739 | -17,281 | -55.7% | -$34.01万 | 重新持有 |
| DKNG | DRAFTKINGS INC NEW | $26.84万 | 0.07% | 10,626 | 10,626 | — | $26.84万 | 新建仓 |
| CC | CHEMOURS CO | $26.72万 | 0.07% | 13,022 | 13,022 | — | $26.72万 | 新建仓 |
| ENVX | ENOVIX CORPORATION | $26.60万 | 0.07% | 43,826 | -50,430 | -53.5% | -$30.61万 | 减仓 |
| COCO | VITA COCO CO INC | $26.58万 | 0.07% | 4,018 | 4,018 | — | $26.58万 | 新建仓 |
| MORN | MORNINGSTAR INC | $26.52万 | 0.07% | 1,700 | 1,700 | — | $26.52万 | 新建仓 |
| SSD | SIMPSON MFG INC | $26.42万 | 0.07% | 1,262 | 1,262 | — | $26.42万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $25.97万 | 0.07% | 10,995 | -16,999 | -60.7% | -$40.15万 | 重新持有 |
| TPG | TPG INC | $25.86万 | 0.07% | 6,377 | -88,375 | -93.3% | -$358.36万 | 减仓 |
| ATR | APTARGROUP INC | $25.80万 | 0.07% | 2,061 | -2,395 | -53.7% | -$29.99万 | 减仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $25.52万 | 0.07% | 3,320 | 3,320 | — | $25.52万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $25.38万 | 0.07% | 8,784 | -39,687 | -81.9% | -$114.66万 | 减仓 |
| CNXC | CONCENTRIX CORP | $25.27万 | 0.07% | 11,280 | 11,280 | — | $25.27万 | 新建仓 |
| ACHR | ARCHER AVIATION INC | $24.88万 | 0.07% | 52,599 | 27,532 | 109.8% | $13.02万 | 加仓 |
| JD | JD.COM INC | $24.66万 | 0.06% | 9,679 | -2,016 | -17.2% | -$5.14万 | 重新持有 |
| DY | DYCOM INDS INC | $24.27万 | 0.06% | 480 | -1,169 | -70.9% | -$59.10万 | 重新持有 |
| OC | OWENS CORNING NEW | $24.18万 | 0.06% | 1,521 | 1,521 | — | $24.18万 | 新建仓 |
| XYZ | BLOCK INC | $24.00万 | 0.06% | 3,158 | 3,158 | — | $24.00万 | 新建仓 |
| INTU | INTUIT | $23.91万 | 0.06% | 916 | 916 | — | $23.91万 | 新建仓 |
| BNTX | BIONTECH SE | $23.88万 | 0.06% | 2,566 | 2,566 | — | $23.88万 | 新建仓 |
| MARA | MARA HOLDINGS INC | $23.81万 | 0.06% | 17,139 | -55,269 | -76.3% | -$76.77万 | 重新持有 |
| CALX | CALIX INC | $23.63万 | 0.06% | 6,331 | 6,331 | — | $23.63万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $23.47万 | 0.06% | 2,012 | -5,917 | -74.6% | -$69.03万 | 重新持有 |
| WU | WESTERN UN CO | $23.33万 | 0.06% | 30,300 | -32,790 | -52.0% | -$25.25万 | 减仓 |
| PAYC | PAYCOM SOFTWARE INC | $22.97万 | 0.06% | 1,828 | -204 | -10.0% | -$2.56万 | 重新持有 |
| — | TILRAY BRANDS INC | $22.71万 | 0.06% | 50,574 | 50,574 | — | $22.71万 | 新建仓 |
| APEI | AMERICAN PUB ED INC | $22.61万 | 0.06% | 4,210 | -3,106 | -42.5% | -$16.68万 | 减仓 |
| PRCT | PROCEPT BIOROBOTICS CORP | $22.50万 | 0.06% | 9,964 | 2,638 | 36.0% | $5.96万 | 重新持有 |
| SHOO | MADDEN STEVEN LTD | $22.47万 | 0.06% | 5,337 | -6,294 | -54.1% | -$26.50万 | 重新持有 |
| LYV | LIVE NATION ENTERTAINMENT IN | $22.28万 | 0.06% | 1,217 | 1,217 | — | $22.28万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC | $21.98万 | 0.06% | 1,233 | -2,067 | -62.6% | -$36.84万 | 减仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $21.73万 | 0.06% | 12,090 | 2,224 | 22.5% | $4.00万 | 重新持有 |
| ASC | ARDMORE SHIPPING CORP | $21.55万 | 0.06% | 15,385 | 15,385 | — | $21.55万 | 新建仓 |
| HRB | BLOCK H & R INC | $21.29万 | 0.06% | 5,591 | -5,517 | -49.7% | -$21.01万 | 减仓 |
| CGAU | CENTERRA GOLD INC | $21.22万 | 0.06% | 13,379 | 13,379 | — | $21.22万 | 新建仓 |
| PAR | PAR TECHNOLOGY CORP | $21.17万 | 0.06% | 12,151 | 1,224 | 11.2% | $2.13万 | 加仓 |
| AVNT | AVIENT CORPORATION | $21.15万 | 0.06% | 5,722 | 5,722 | — | $21.15万 | 新建仓 |
| ZG | ZILLOW GROUP INC | $21.14万 | 0.06% | 6,740 | 6,740 | — | $21.14万 | 新建仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $21.10万 | 0.06% | 3,715 | 3,715 | — | $21.10万 | 新建仓 |
| LEA | LEAR CORP | $21.06万 | 0.06% | 1,571 | -2,773 | -63.8% | -$37.17万 | 减仓 |
| XMTR | XOMETRY INC | $20.88万 | 0.06% | 2,163 | -10,048 | -82.3% | -$96.98万 | 减仓 |
| LAD | LITHIA MTRS INC | $20.80万 | 0.05% | 716 | -1,683 | -70.2% | -$48.89万 | 减仓 |
| WCC | WESCO INTL INC | $20.76万 | 0.05% | 601 | -565 | -48.5% | -$19.52万 | 减仓 |
| WSO | WATSCO INC | $20.71万 | 0.05% | 497 | 497 | — | $20.71万 | 新建仓 |
| ARGX | ARGENX SE | $20.69万 | 0.05% | 223 | -62 | -21.8% | -$5.75万 | 重新持有 |
| PHG | KONINKLIJKE PHILIPS N V | $20.63万 | 0.05% | 7,589 | 7,589 | — | $20.63万 | 新建仓 |
| SNDX | SYNDAX PHARMACEUTICALS INC | $20.52万 | 0.05% | 9,386 | -21,715 | -69.8% | -$47.47万 | 减仓 |
| NOG | NORTHERN OIL & GAS INC | $20.33万 | 0.05% | 11,202 | -2,448 | -17.9% | -$4.44万 | 减仓 |
| PSN | PARSONS CORP DEL | $20.26万 | 0.05% | 3,867 | 3,867 | — | $20.26万 | 新建仓 |
| INTR | INTER & CO INC | $20.16万 | 0.05% | 37,125 | 37,125 | — | $20.16万 | 新建仓 |
| OMCL | OMNICELL COM | $20.15万 | 0.05% | 4,853 | 4,853 | — | $20.15万 | 新建仓 |
| BLBD | BLUE BIRD CORP | $20.02万 | 0.05% | 2,536 | 2,536 | — | $20.02万 | 新建仓 |
| CAG | CONAGRA BRANDS INC | $20.02万 | 0.05% | 14,873 | -72,915 | -83.1% | -$98.14万 | 重新持有 |
| NTLA | INTELLIA THERAPEUTICS INC | $19.92万 | 0.05% | 11,774 | -6,756 | -36.5% | -$11.43万 | 减仓 |
| CAI | CARIS LIFE SCIENCES INC | $19.65万 | 0.05% | 11,028 | 11,028 | — | $19.65万 | 新建仓 |
| LWLG | LIGHTWAVE LOGIC INC | $19.20万 | 0.05% | 20,298 | 20,298 | — | $19.20万 | 新建仓 |
| EQX | EQUINOX GOLD CORP | $19.02万 | 0.05% | 19,573 | 19,573 | — | $19.02万 | 新建仓 |
| CRGY | CRESCENT ENERGY COMPANY | $18.95万 | 0.05% | 19,293 | 19,293 | — | $18.95万 | 新建仓 |
| FRMI | FERMI INC | $18.79万 | 0.05% | 20,508 | 20,508 | — | $18.79万 | 新建仓 |
| TIC | TIC SOLUTIONS INC | $18.67万 | 0.05% | 23,073 | 23,073 | — | $18.67万 | 新建仓 |
| MBLY | MOBILEYE GLOBAL INC | $17.91万 | 0.05% | 18,507 | 18,507 | — | $17.91万 | 新建仓 |
| NIO | NIO INC | $17.16万 | 0.05% | 33,921 | 33,921 | — | $17.16万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $16.57万 | 0.04% | 13,601 | 13,601 | — | $16.57万 | 新建仓 |
| CSIQ | CANADIAN SOLAR INC | $16.56万 | 0.04% | 10,339 | 10,339 | — | $16.56万 | 新建仓 |
| TNDM | TANDEM DIABETES CARE INC | $16.36万 | 0.04% | 10,844 | 10,844 | — | $16.36万 | 新建仓 |
| OGN | ORGANON & CO | $16.34万 | 0.04% | 12,067 | -53,865 | -81.7% | -$72.93万 | 重新持有 |
| ANNX | ANNEXON INC | $16.29万 | 0.04% | 28,528 | 28,528 | — | $16.29万 | 新建仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $15.96万 | 0.04% | 34,538 | 34,538 | — | $15.96万 | 新建仓 |
| ORC | ORCHID IS CAP INC | $15.47万 | 0.04% | 22,198 | 22,198 | — | $15.47万 | 新建仓 |
| OMER | OMEROS CORP | $15.00万 | 0.04% | 15,773 | 15,773 | — | $15.00万 | 新建仓 |
| NOK | NOKIA CORP | $13.74万 | 0.04% | 10,346 | 10,346 | — | $13.74万 | 新建仓 |
| VITL | VITAL FARMS INC | $13.41万 | 0.04% | 11,529 | -9,711 | -45.7% | -$11.29万 | 重新持有 |
| NVAX | NOVAVAX INC | $12.63万 | 0.03% | 13,410 | -73,508 | -84.6% | -$69.24万 | 减仓 |
| SMR | NUSCALE PWR CORP | $12.01万 | 0.03% | 11,973 | 11,973 | — | $12.01万 | 新建仓 |
| RUM | RUM GROUP INC | $11.59万 | 0.03% | 18,279 | -29,878 | -62.0% | -$18.94万 | 减仓 |
| UPWK | UPWORK INC | $11.58万 | 0.03% | 13,855 | 13,855 | — | $11.58万 | 新建仓 |
| DJT | TRUMP MEDIA & TECHNOLOGY GRO | $11.35万 | 0.03% | 14,669 | 14,669 | — | $11.35万 | 新建仓 |
| PONY | PONY AI INC | $11.00万 | 0.03% | 15,825 | 4,548 | 40.3% | $3.16万 | 重新持有 |
| WB | WEIBO CORP | $10.26万 | 0.03% | 14,137 | 14,137 | — | $10.26万 | 新建仓 |
| ASM | AVINO SILVER & GOLD MINES LT | $8.66万 | 0.02% | 13,665 | 13,665 | — | $8.66万 | 新建仓 |
| ULCC | FRONTIER GROUP HLDGS INC | $8.48万 | 0.02% | 10,719 | 10,719 | — | $8.48万 | 新建仓 |
| GDYN | GRID DYNAMICS HLDGS INC | $8.10万 | 0.02% | 14,252 | 14,252 | — | $8.10万 | 新建仓 |
| HTZ | HERTZ GLOBAL HLDGS INC | $5.17万 | 0.01% | 22,805 | -43,528 | -65.6% | -$9.86万 | 重新持有 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $0 | 0.00% | 0 | -21,658 | -100.0% | -$427.75万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -11,175 | -100.0% | -$345.88万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -58,058 | -100.0% | -$344.63万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -32,222 | -100.0% | -$333.92万 | 清仓 |
| LW | LAMB WESTON HLDGS INC | $0 | 0.00% | 0 | -74,120 | -100.0% | -$313.23万 | 清仓 |
| EQT | EQT CORP | $0 | 0.00% | 0 | -47,718 | -100.0% | -$303.68万 | 清仓 |
| CELH | CELSIUS HLDGS INC | $0 | 0.00% | 0 | -81,736 | -100.0% | -$290.00万 | 清仓 |
| AMGN | AMGEN INC | $0 | 0.00% | 0 | -8,228 | -100.0% | -$289.50万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -8,485 | -100.0% | -$286.66万 | 清仓 |
| HST | HOST HOTELS & RESORTS INC | $0 | 0.00% | 0 | -143,651 | -100.0% | -$275.24万 | 清仓 |
| LIN | LINDE PLC | $0 | 0.00% | 0 | -5,163 | -100.0% | -$255.96万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -8,672 | -100.0% | -$246.08万 | 清仓 |
| EXE | EXPAND ENERGY CORPORATION | $0 | 0.00% | 0 | -21,888 | -100.0% | -$240.29万 | 清仓 |
| SMPL | SIMPLY GOOD FOODS CO | $0 | 0.00% | 0 | -164,282 | -100.0% | -$235.74万 | 清仓 |