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 |
|---|---|---|---|---|---|---|---|---|
| CCK | CROWN HLDGS INC | $0 | 0.00% | 0 | -23,169 | -100.0% | -$232.27万 | 清仓 |
| RPRX | ROYALTY PHARMA PLC | $0 | 0.00% | 0 | -48,362 | -100.0% | -$231.99万 | 清仓 |
| — | DUPONT DE NEMOURS INC | $0 | 0.00% | 0 | -16,685 | -100.0% | -$229.25万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | -9,726 | -100.0% | -$222.22万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -133,140 | -100.0% | -$214.22万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -18,128 | -100.0% | -$205.17万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -10,658 | -100.0% | -$194.43万 | 清仓 |
| NWSA | NEWS CORP NEW | $0 | 0.00% | 0 | -75,448 | -100.0% | -$188.09万 | 清仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $0 | 0.00% | 0 | -76,917 | -100.0% | -$184.06万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -11,840 | -100.0% | -$183.86万 | 清仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $0 | 0.00% | 0 | -3,644 | -100.0% | -$179.11万 | 清仓 |
| GEN | GEN DIGITAL INC | $0 | 0.00% | 0 | -90,025 | -100.0% | -$169.52万 | 清仓 |
| ADSK | AUTODESK INC | $0 | 0.00% | 0 | -7,061 | -100.0% | -$169.04万 | 清仓 |
| DLB | DOLBY LABORATORIES INC | $0 | 0.00% | 0 | -27,498 | -100.0% | -$165.15万 | 清仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $0 | 0.00% | 0 | -12,419 | -100.0% | -$162.63万 | 清仓 |
| PNR | PENTAIR PLC | $0 | 0.00% | 0 | -18,597 | -100.0% | -$162.00万 | 清仓 |
| TTC | TORO CO | $0 | 0.00% | 0 | -17,173 | -100.0% | -$160.46万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -261,578 | -100.0% | -$156.42万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -220,950 | -100.0% | -$153.56万 | 清仓 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -14,472 | -100.0% | -$151.30万 | 清仓 |
| VEEV | VEEVA SYS INC | $0 | 0.00% | 0 | -8,596 | -100.0% | -$151.00万 | 清仓 |
| AXS | AXIS CAP HLDGS LTD | $0 | 0.00% | 0 | -14,498 | -100.0% | -$147.02万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -39,607 | -100.0% | -$146.31万 | 清仓 |
| DT | DYNATRACE INC | $0 | 0.00% | 0 | -39,351 | -100.0% | -$145.52万 | 清仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $0 | 0.00% | 0 | -4,632 | -100.0% | -$135.60万 | 清仓 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -1,108 | -100.0% | -$128.41万 | 清仓 |
| MTN | VAIL RESORTS INC | $0 | 0.00% | 0 | -9,991 | -100.0% | -$128.20万 | 清仓 |
| WMB | WILLIAMS COS INC | $0 | 0.00% | 0 | -17,517 | -100.0% | -$127.49万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -7,798 | -100.0% | -$126.70万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -3,193 | -100.0% | -$126.60万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -5,962 | -100.0% | -$126.33万 | 清仓 |
| AAPL | APPLE INC | $0 | 0.00% | 0 | -4,965 | -100.0% | -$126.01万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -4,708 | -100.0% | -$125.59万 | 清仓 |
| BBY | BEST BUY INC | $0 | 0.00% | 0 | -19,117 | -100.0% | -$122.73万 | 清仓 |
| RKT | ROCKET COS INC | $0 | 0.00% | 0 | -85,953 | -100.0% | -$122.48万 | 清仓 |
| TTD | THE TRADE DESK INC | $0 | 0.00% | 0 | -53,561 | -100.0% | -$121.53万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -65,804 | -100.0% | -$120.22万 | 清仓 |
| G | GENPACT LIMITED | $0 | 0.00% | 0 | -31,945 | -100.0% | -$119.00万 | 清仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $0 | 0.00% | 0 | -14,708 | -100.0% | -$118.49万 | 清仓 |
| AXON | AXON ENTERPRISE INC | $0 | 0.00% | 0 | -2,765 | -100.0% | -$117.43万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -12,268 | -100.0% | -$115.29万 | 清仓 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -10,876 | -100.0% | -$114.37万 | 清仓 |
| SLM | SLM CORP | $0 | 0.00% | 0 | -53,077 | -100.0% | -$113.64万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -24,735 | -100.0% | -$111.88万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -29,187 | -100.0% | -$111.79万 | 清仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $0 | 0.00% | 0 | -132,230 | -100.0% | -$111.73万 | 清仓 |
| TER | TERADYNE INC | $0 | 0.00% | 0 | -3,738 | -100.0% | -$110.82万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -6,010 | -100.0% | -$110.18万 | 清仓 |
| AVT | AVNET INC | $0 | 0.00% | 0 | -17,762 | -100.0% | -$109.45万 | 清仓 |
| FDX | FEDEX CORP | $0 | 0.00% | 0 | -3,064 | -100.0% | -$109.13万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -17,580 | -100.0% | -$108.73万 | 清仓 |
| RL | RALPH LAUREN CORP | $0 | 0.00% | 0 | -3,155 | -100.0% | -$108.53万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -3,760 | -100.0% | -$104.04万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -9,247 | -100.0% | -$100.10万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -105,263 | -100.0% | -$100.00万 | 清仓 |
| AOS | SMITH A O CORP | $0 | 0.00% | 0 | -15,119 | -100.0% | -$99.69万 | 清仓 |
| ORCL | ORACLE CORP | $0 | 0.00% | 0 | -6,692 | -100.0% | -$98.45万 | 清仓 |
| CGON | CG ONCOLOGY INC | $0 | 0.00% | 0 | -14,401 | -100.0% | -$97.47万 | 清仓 |
| SMG | SCOTTS MIRACLE-GRO CO | $0 | 0.00% | 0 | -15,602 | -100.0% | -$94.88万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -9,968 | -100.0% | -$94.62万 | 清仓 |
| DIS | DISNEY WALT CO | $0 | 0.00% | 0 | -9,489 | -100.0% | -$91.45万 | 清仓 |
| AMH | AMERICAN HOMES 4 RENT | $0 | 0.00% | 0 | -32,440 | -100.0% | -$90.57万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $0 | 0.00% | 0 | -2,952 | -100.0% | -$89.76万 | 清仓 |
| EPAM | EPAM SYS INC | $0 | 0.00% | 0 | -6,446 | -100.0% | -$87.28万 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $0 | 0.00% | 0 | -28,686 | -100.0% | -$87.09万 | 清仓 |
| GOOG | ALPHABET INC | $0 | 0.00% | 0 | -3,010 | -100.0% | -$86.34万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -3,003 | -100.0% | -$84.15万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -10,470 | -100.0% | -$83.70万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -102,475 | -100.0% | -$83.52万 | 清仓 |
| SHW | SHERWIN WILLIAMS CO | $0 | 0.00% | 0 | -2,604 | -100.0% | -$83.47万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -5,381 | -100.0% | -$82.70万 | 清仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $0 | 0.00% | 0 | -5,997 | -100.0% | -$82.24万 | 清仓 |
| MOD | MODINE MFG CO | $0 | 0.00% | 0 | -3,782 | -100.0% | -$81.96万 | 清仓 |
| BEAM | BEAM THERAPEUTICS INC | $0 | 0.00% | 0 | -34,018 | -100.0% | -$81.06万 | 清仓 |
| HAE | HAEMONETICS CORP MASS | $0 | 0.00% | 0 | -14,363 | -100.0% | -$80.95万 | 清仓 |
| SN | SHARKNINJA INC | $0 | 0.00% | 0 | -7,616 | -100.0% | -$80.65万 | 清仓 |
| SYK | STRYKER CORPORATION | $0 | 0.00% | 0 | -2,435 | -100.0% | -$80.01万 | 清仓 |
| ADMA | ADMA BIOLOGICS INC | $0 | 0.00% | 0 | -88,318 | -100.0% | -$79.57万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | -36,204 | -100.0% | -$78.35万 | 清仓 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -33,529 | -100.0% | -$78.12万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -7,613 | -100.0% | -$77.79万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -3,893 | -100.0% | -$77.19万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -5,281 | -100.0% | -$77.18万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -7,998 | -100.0% | -$77.13万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -26,845 | -100.0% | -$77.07万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -24,037 | -100.0% | -$76.17万 | 清仓 |
| SFD | SMITHFIELD FOODS INC | $0 | 0.00% | 0 | -27,137 | -100.0% | -$75.90万 | 清仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $0 | 0.00% | 0 | -35,135 | -100.0% | -$73.61万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -159,641 | -100.0% | -$73.43万 | 清仓 |
| MT | ARCELORMITTAL SA LUXEMBOURG | $0 | 0.00% | 0 | -14,098 | -100.0% | -$73.28万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -7,515 | -100.0% | -$73.08万 | 清仓 |
| FLS | FLOWSERVE CORP | $0 | 0.00% | 0 | -9,908 | -100.0% | -$72.83万 | 清仓 |
| A | AGILENT TECHNOLOGIES INC | $0 | 0.00% | 0 | -6,308 | -100.0% | -$71.90万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -41,741 | -100.0% | -$71.88万 | 清仓 |
| DEO | DIAGEO PLC | $0 | 0.00% | 0 | -9,647 | -100.0% | -$71.82万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -4,720 | -100.0% | -$70.59万 | 清仓 |
| KGS | KODIAK GAS SVCS INC | $0 | 0.00% | 0 | -11,890 | -100.0% | -$69.34万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -4,194 | -100.0% | -$69.12万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -1,403 | -100.0% | -$67.23万 | 清仓 |
| NFLX | NETFLIX INC. | $0 | 0.00% | 0 | -6,989 | -100.0% | -$67.20万 | 清仓 |