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 |
|---|---|---|---|---|---|---|---|---|
| VIR | VIR BIOTECHNOLOGY INC | $9.34万 | 0.02% | 10,427 | 10,427 | — | $9.34万 | 新建仓 |
| WVE | WAVE LIFE SCIENCES LTD | $8.81万 | 0.02% | 12,146 | 12,146 | — | $8.81万 | 新建仓 |
| GO | GROCERY OUTLET HLDG CORP | $7.13万 | 0.02% | 10,116 | -3,040 | -23.1% | -$2.14万 | 减仓 |
| ELF | E L F BEAUTY INC | $0 | 0.00% | 0 | -59,427 | -100.0% | -$451.88万 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -12,271 | -100.0% | -$375.04万 | 清仓 |
| GIS | GENERAL MLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MDB | MONGODB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MRSH | MARSH & MCLENNAN COS INC | $0 | 0.00% | 0 | -16,070 | -100.0% | -$298.13万 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -38,176 | -100.0% | -$292.70万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SUI | SUN CMNTYS INC | $0 | 0.00% | 0 | -22,469 | -100.0% | -$278.41万 | 清仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $0 | 0.00% | 0 | -26,429 | -100.0% | -$271.93万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -186,659 | -100.0% | -$259.83万 | 清仓 |
| AHR | AMERICAN HEALTHCARE REIT INC | $0 | 0.00% | 0 | -53,740 | -100.0% | -$252.90万 | 清仓 |
| HOG | HARLEY DAVIDSON INC | $0 | 0.00% | 0 | -113,064 | -100.0% | -$231.67万 | 清仓 |
| MKTX | MARKETAXESS HLDGS INC | $0 | 0.00% | 0 | -12,659 | -100.0% | -$229.44万 | 清仓 |
| MSI | MOTOROLA SOLUTIONS INC | $0 | 0.00% | 0 | -5,967 | -100.0% | -$228.73万 | 清仓 |
| PBH | PRESTIGE CONSMR HEALTHCARE I | $0 | 0.00% | 0 | -36,123 | -100.0% | -$222.84万 | 清仓 |
| TEL | TE CONNECTIVITY PLC | $0 | 0.00% | 0 | -9,561 | -100.0% | -$217.52万 | 清仓 |
| ENR | ENERGIZER HLDGS INC NEW | $0 | 0.00% | 0 | -106,575 | -100.0% | -$211.98万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -24,326 | -100.0% | -$210.35万 | 清仓 |
| WEC | WEC ENERGY GROUP INC | $0 | 0.00% | 0 | -17,806 | -100.0% | -$187.78万 | 清仓 |
| PRU | PRUDENTIAL FINL INC | $0 | 0.00% | 0 | -16,278 | -100.0% | -$183.75万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -8,091 | -100.0% | -$180.13万 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -20,551 | -100.0% | -$179.51万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -9,818 | -100.0% | -$172.31万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -11,907 | -100.0% | -$171.33万 | 清仓 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | -3,256 | -100.0% | -$166.33万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -3,170 | -100.0% | -$161.81万 | 清仓 |
| HCA | HCA HEALTHCARE INC | $0 | 0.00% | 0 | -3,349 | -100.0% | -$156.35万 | 清仓 |
| SWKS | SKYWORKS SOLUTIONS INC | $0 | 0.00% | 0 | -24,212 | -100.0% | -$153.53万 | 清仓 |
| ETN | EATON CORP PLC | $0 | 0.00% | 0 | -4,817 | -100.0% | -$153.43万 | 清仓 |
| REYN | REYNOLDS CONSUMER PRODS INC | $0 | 0.00% | 0 | -66,741 | -100.0% | -$152.97万 | 清仓 |
| CCL | CARNIVAL CORP | $0 | 0.00% | 0 | -49,818 | -100.0% | -$152.14万 | 清仓 |
| CAG | CONAGRA BRANDS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -8,559 | -100.0% | -$151.95万 | 清仓 |
| AR | ANTERO RESOURCES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLOB | GLOBANT S A | $0 | 0.00% | 0 | -22,779 | -100.0% | -$148.91万 | 清仓 |
| ACLS | AXCELIS TECHNOLOGIES INC | $0 | 0.00% | 0 | -17,765 | -100.0% | -$142.72万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -37,432 | -100.0% | -$134.94万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZBRA | ZEBRA TECHNOLOGIES CORPORATI | $0 | 0.00% | 0 | -5,242 | -100.0% | -$127.29万 | 清仓 |
| PCG | PG&E CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DELL | DELL TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -18,403 | -100.0% | -$123.36万 | 清仓 |
| UPS | UNITED PARCEL SERVICE INC | $0 | 0.00% | 0 | -12,304 | -100.0% | -$122.04万 | 清仓 |
| AKAM | AKAMAI TECHNOLOGIES INC | $0 | 0.00% | 0 | -13,914 | -100.0% | -$121.40万 | 清仓 |
| LVS | LAS VEGAS SANDS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FORM | FORMFACTOR INC | $0 | 0.00% | 0 | -21,280 | -100.0% | -$118.70万 | 清仓 |
| CSX | CSX CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | -15,232 | -100.0% | -$115.90万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -46,826 | -100.0% | -$113.55万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -47,735 | -100.0% | -$112.61万 | 清仓 |
| GFS | GLOBALFOUNDRIES INC | $0 | 0.00% | 0 | -32,200 | -100.0% | -$112.44万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ARM | ARM HOLDINGS PLC | $0 | 0.00% | 0 | -10,125 | -100.0% | -$110.68万 | 清仓 |
| CALY | TOPGOLF CALLAWAY BRANDS CORP | $0 | 0.00% | 0 | -94,036 | -100.0% | -$109.74万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPB | THE CAMPBELLS COMPANY | $0 | 0.00% | 0 | -39,116 | -100.0% | -$109.02万 | 清仓 |
| CVX | CHEVRON CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VIAV | VIAVI SOLUTIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PFGC | PERFORMANCE FOOD GROUP CO | $0 | 0.00% | 0 | -11,873 | -100.0% | -$106.76万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -106,580 | -100.0% | -$106.58万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -30,687 | -100.0% | -$104.61万 | 清仓 |
| EHC | ENCOMPASS HEALTH CORP | $0 | 0.00% | 0 | -9,770 | -100.0% | -$103.70万 | 清仓 |
| AAL | AMERICAN AIRLS GROUP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -4,835 | -100.0% | -$99.36万 | 清仓 |
| IFF | INTERNATIONAL FLAVORS&FRAGRA | $0 | 0.00% | 0 | -14,133 | -100.0% | -$95.24万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -10,778 | -100.0% | -$94.10万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPRT | COPART INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -1,723 | -100.0% | -$91.80万 | 清仓 |
| KDP | KEURIG DR PEPPER INC | $0 | 0.00% | 0 | -32,057 | -100.0% | -$89.79万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -12,733 | -100.0% | -$85.53万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -16,076 | -100.0% | -$85.15万 | 清仓 |
| FLUT | FLUTTER ENTMT PLC | $0 | 0.00% | 0 | -3,955 | -100.0% | -$85.05万 | 清仓 |
| ENS | ENERSYS | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CARR | CARRIER GLOBAL CORPORATION | $0 | 0.00% | 0 | -16,037 | -100.0% | -$84.74万 | 清仓 |
| AON | AON PLC | $0 | 0.00% | 0 | -2,401 | -100.0% | -$84.73万 | 清仓 |
| DPZ | DOMINOS PIZZA INC | $0 | 0.00% | 0 | -2,009 | -100.0% | -$83.74万 | 清仓 |
| WING | WINGSTOP INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TS | TENARIS S A | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SMCI | SUPER MICRO COMPUTER INC | $0 | 0.00% | 0 | -27,366 | -100.0% | -$80.10万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KGC | KINROSS GOLD CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -10,903 | -100.0% | -$78.40万 | 清仓 |
| VNO | VORNADO RLTY TR | $0 | 0.00% | 0 | -23,486 | -100.0% | -$78.16万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -3,386 | -100.0% | -$77.21万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -28,801 | -100.0% | -$75.98万 | 清仓 |
| KKR | KKR & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -6,712 | -100.0% | -$75.30万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -3,934 | -100.0% | -$73.99万 | 清仓 |
| JNJ | JOHNSON & JOHNSON | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| COHU | COHU INC | $0 | 0.00% | 0 | -31,501 | -100.0% | -$73.30万 | 清仓 |
| FSLY | FASTLY INC | $0 | 0.00% | 0 | -70,822 | -100.0% | -$72.10万 | 清仓 |