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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $427.75万 | 1.06% | 21,658 | 21,658 | — | $427.75万 | 新建仓 |
| TPG | TPG INC | $383.84万 | 0.95% | 94,752 | 94,752 | — | $383.84万 | 新建仓 |
| STZ | CONSTELLATION BRANDS INC | $348.05万 | 0.87% | 23,203 | -10,382 | -30.9% | -$155.73万 | 减仓 |
| AVGO | BROADCOM INC | $345.88万 | 0.86% | 11,175 | 10,258 | 1,118.6% | $317.50万 | 加仓 |
| OVV | OVINTIV INC | $344.63万 | 0.86% | 58,058 | 44,590 | 331.1% | $264.69万 | 重新持有 |
| KMB | KIMBERLY-CLARK CORP | $343.26万 | 0.85% | 35,582 | 35,582 | — | $343.26万 | 新建仓 |
| CLX | CLOROX CO DEL | $333.92万 | 0.83% | 32,222 | 28,152 | 691.7% | $291.74万 | 重新持有 |
| LW | LAMB WESTON HLDGS INC | $313.23万 | 0.78% | 74,120 | 62,087 | 516.0% | $262.38万 | 重新持有 |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $308.09万 | 0.77% | 10,911 | 8,165 | 297.3% | $230.56万 | 重新持有 |
| EQT | EQT CORP | $303.68万 | 0.75% | 47,718 | 43,808 | 1,120.4% | $278.79万 | 加仓 |
| CELH | CELSIUS HLDGS INC | $290.00万 | 0.72% | 81,736 | 81,736 | — | $290.00万 | 新建仓 |
| AMGN | AMGEN INC | $289.50万 | 0.72% | 8,228 | 8,228 | — | $289.50万 | 新建仓 |
| MU | MICRON TECHNOLOGY INC | $286.66万 | 0.71% | 8,485 | 1,934 | 29.5% | $65.34万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $275.24万 | 0.68% | 143,651 | 143,651 | — | $275.24万 | 新建仓 |
| ADC | AGREE RLTY CORP | $274.05万 | 0.68% | 36,356 | 22,260 | 157.9% | $167.80万 | 加仓 |
| PR | PERMIAN RESOURCES CORP | $270.48万 | 0.67% | 126,866 | 42,528 | 50.4% | $90.67万 | 加仓 |
| CBRE | CBRE GROUP INC | $267.55万 | 0.67% | 19,751 | 17,462 | 762.9% | $236.54万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $266.81万 | 0.66% | 35,456 | 35,456 | — | $266.81万 | 新建仓 |
| PH | PARKER-HANNIFIN CORP | $264.01万 | 0.66% | 2,949 | 2,949 | — | $264.01万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $263.92万 | 0.66% | 5,725 | 3,725 | 186.2% | $171.72万 | 加仓 |
| LMT | LOCKHEED MARTIN CORP | $263.88万 | 0.66% | 4,366 | 4,366 | — | $263.88万 | 新建仓 |
| RBRK | RUBRIK INC. | $261.92万 | 0.65% | 53,485 | 25,321 | 89.9% | $124.00万 | 加仓 |
| LIN | LINDE PLC | $255.96万 | 0.64% | 5,163 | 3,214 | 164.9% | $159.34万 | 重新持有 |
| AMAT | APPLIED MATLS INC | $247.11万 | 0.61% | 7,230 | 7,230 | — | $247.11万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $246.08万 | 0.61% | 8,672 | -10,545 | -54.9% | -$299.22万 | 减仓 |
| EXE | EXPAND ENERGY CORPORATION | $240.29万 | 0.60% | 21,888 | 11,871 | 118.5% | $130.32万 | 加仓 |
| GM | GENERAL MTRS CO | $238.85万 | 0.59% | 32,061 | 28,701 | 854.2% | $213.82万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $236.46万 | 0.59% | 5,674 | 4,439 | 359.4% | $184.99万 | 重新持有 |
| SMPL | SIMPLY GOOD FOODS CO | $235.74万 | 0.59% | 164,282 | 142,335 | 648.5% | $204.25万 | 重新持有 |
| CCK | CROWN HLDGS INC | $232.27万 | 0.58% | 23,169 | 13,786 | 146.9% | $138.20万 | 加仓 |
| RPRX | ROYALTY PHARMA PLC | $231.99万 | 0.58% | 48,362 | 48,362 | — | $231.99万 | 新建仓 |
| — | DUPONT DE NEMOURS INC | $229.25万 | 0.57% | 50,055 | 50,055 | — | $229.25万 | 新建仓 |
| FIVE | FIVE BELOW INC | $222.22万 | 0.55% | 9,726 | -7,482 | -43.5% | -$170.95万 | 减仓 |
| BRBR | BELLRING BRANDS INC | $214.22万 | 0.53% | 133,140 | 86,143 | 183.3% | $138.60万 | 重新持有 |
| APH | AMPHENOL CORP | $211.86万 | 0.53% | 16,768 | 12,159 | 263.8% | $153.63万 | 加仓 |
| C | CITIGROUP INC | $209.21万 | 0.52% | 18,447 | -5,285 | -22.3% | -$59.94万 | 重新持有 |
| LKQ | LKQ CORP | $208.88万 | 0.52% | 71,120 | 56,107 | 373.7% | $164.79万 | 加仓 |
| AMKR | AMKOR TECHNOLOGY INC | $207.89万 | 0.52% | 46,167 | 3,976 | 9.4% | $17.90万 | 重新持有 |
| ED | CONSOLIDATED EDISON INC | $205.17万 | 0.51% | 18,128 | 18,128 | — | $205.17万 | 新建仓 |
| ADI | ANALOG DEVICES INC | $205.07万 | 0.51% | 6,446 | -1,266 | -16.4% | -$40.28万 | 重新持有 |
| MA | MASTERCARD INCORPORATED | $204.11万 | 0.51% | 4,085 | 4,085 | — | $204.11万 | 新建仓 |
| IDA | IDACORP INC | $202.66万 | 0.50% | 14,175 | 9,294 | 190.4% | $132.88万 | 重新持有 |
| COF | CAPITAL ONE FINL CORP | $194.43万 | 0.48% | 10,658 | 5,361 | 101.2% | $97.80万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $194.33万 | 0.48% | 45,131 | 3,445 | 8.3% | $14.83万 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $192.20万 | 0.48% | 30,630 | 6,862 | 28.9% | $43.06万 | 加仓 |
| TPR | TAPESTRY INC | $190.40万 | 0.47% | 13,493 | 13,493 | — | $190.40万 | 新建仓 |
| POR | PORTLAND GEN ELEC CO | $188.26万 | 0.47% | 35,676 | 27,361 | 329.1% | $144.38万 | 重新持有 |
| NWSA | NEWS CORP NEW | $188.09万 | 0.47% | 75,448 | 66,213 | 717.0% | $165.07万 | 加仓 |
| AMT | AMERICAN TOWER CORP | $186.21万 | 0.46% | 10,790 | 3,989 | 58.7% | $68.84万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $184.06万 | 0.46% | 76,917 | 76,917 | — | $184.06万 | 新建仓 |
| PEP | PEPSICO INC | $183.86万 | 0.46% | 11,840 | 11,840 | — | $183.86万 | 新建仓 |
| HWM | HOWMET AEROSPACE INC | $183.61万 | 0.46% | 7,967 | 2,497 | 45.6% | $57.55万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $179.11万 | 0.45% | 3,644 | 3,644 | — | $179.11万 | 新建仓 |
| AME | AMETEK INC | $177.28万 | 0.44% | 8,270 | 5,978 | 260.8% | $128.14万 | 加仓 |
| GEN | GEN DIGITAL INC | $169.52万 | 0.42% | 90,025 | 22,423 | 33.2% | $42.22万 | 重新持有 |
| MDLZ | MONDELEZ INTL INC | $169.33万 | 0.42% | 29,377 | -11,542 | -28.2% | -$66.53万 | 减仓 |
| ADSK | AUTODESK INC | $169.04万 | 0.42% | 7,061 | -1,351 | -16.1% | -$32.34万 | 减仓 |
| WK | WORKIVA INC | $166.10万 | 0.41% | 27,855 | 16,473 | 144.7% | $98.23万 | 加仓 |
| DLB | DOLBY LABORATORIES INC | $165.15万 | 0.41% | 27,498 | 27,498 | — | $165.15万 | 新建仓 |
| EPR | EPR PPTYS | $164.90万 | 0.41% | 33,006 | 20,199 | 157.7% | $100.91万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $163.32万 | 0.41% | 51,022 | 51,022 | — | $163.32万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $162.63万 | 0.40% | 12,419 | 3,991 | 47.4% | $52.26万 | 加仓 |
| PNR | PENTAIR PLC | $162.00万 | 0.40% | 18,597 | 18,597 | — | $162.00万 | 新建仓 |
| TTC | TORO CO | $160.46万 | 0.40% | 17,173 | 12,487 | 266.5% | $116.68万 | 加仓 |
| FRPT | FRESHPET INC | $157.99万 | 0.39% | 26,796 | 10,693 | 66.4% | $63.05万 | 重新持有 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $156.42万 | 0.39% | 261,578 | 261,578 | — | $156.42万 | 新建仓 |
| GE | GE AEROSPACE | $153.75万 | 0.38% | 5,418 | 3,320 | 158.2% | $94.21万 | 加仓 |
| WEN | WENDYS CO | $153.56万 | 0.38% | 220,950 | 589 | 0.3% | $4,094 | 加仓 |
| ARW | ARROW ELECTRS INC | $153.06万 | 0.38% | 10,673 | 5,237 | 96.3% | $75.10万 | 重新持有 |
| NOW | SERVICENOW INC | $151.30万 | 0.38% | 14,472 | 4,451 | 44.4% | $46.54万 | 加仓 |
| VEEV | VEEVA SYS INC | $151.00万 | 0.38% | 8,596 | -4,194 | -32.8% | -$73.67万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $147.02万 | 0.37% | 14,498 | 11,445 | 374.9% | $116.06万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $146.50万 | 0.36% | 11,932 | 3,849 | 47.6% | $47.26万 | 加仓 |
| SLG | SL GREEN RLTY CORP | $146.31万 | 0.36% | 39,607 | 39,607 | — | $146.31万 | 新建仓 |
| TTEK | TETRA TECH INC NEW | $145.99万 | 0.36% | 48,471 | -15,407 | -24.1% | -$46.41万 | 减仓 |
| DT | DYNATRACE INC | $145.52万 | 0.36% | 39,351 | 27,007 | 218.8% | $99.87万 | 加仓 |
| LLY | ELI LILLY & CO | $142.29万 | 0.35% | 1,547 | 886 | 134.0% | $81.49万 | 加仓 |
| HAL | HALLIBURTON CO | $136.41万 | 0.34% | 34,986 | 34,986 | — | $136.41万 | 新建仓 |
| EL | LAUDER ESTEE COS INC | $135.82万 | 0.34% | 18,925 | 6,711 | 54.9% | $48.16万 | 加仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $135.60万 | 0.34% | 4,632 | 2,727 | 143.1% | $79.83万 | 重新持有 |
| ROST | ROSS STORES INC | $134.74万 | 0.33% | 6,220 | -13,140 | -67.9% | -$284.65万 | 减仓 |
| NDAQ | NASDAQ INC | $133.13万 | 0.33% | 15,683 | 15,683 | — | $133.13万 | 新建仓 |
| DINO | HF SINCLAIR CORP | $129.73万 | 0.32% | 20,793 | 2,268 | 12.2% | $14.15万 | 重新持有 |
| TDG | TRANSDIGM GROUP INC | $128.41万 | 0.32% | 1,108 | 1,108 | — | $128.41万 | 新建仓 |
| MTN | VAIL RESORTS INC | $128.20万 | 0.32% | 9,991 | 4,634 | 86.5% | $59.46万 | 加仓 |
| EME | EMCOR GROUP INC | $128.02万 | 0.32% | 1,734 | -221 | -11.3% | -$16.32万 | 重新持有 |
| WMB | WILLIAMS COS INC | $127.49万 | 0.32% | 17,517 | -3,513 | -16.7% | -$25.57万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $126.70万 | 0.31% | 7,798 | 7,798 | — | $126.70万 | 新建仓 |
| SNPS | SYNOPSYS INC | $126.60万 | 0.31% | 3,193 | 1,929 | 152.6% | $76.48万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC | $126.33万 | 0.31% | 5,962 | 2,938 | 97.2% | $62.26万 | 加仓 |
| AAPL | APPLE INC | $126.01万 | 0.31% | 4,965 | -3,448 | -41.0% | -$87.51万 | 减仓 |
| CI | THE CIGNA GROUP | $125.59万 | 0.31% | 4,708 | -975 | -17.2% | -$26.01万 | 减仓 |
| BBY | BEST BUY INC | $122.73万 | 0.31% | 19,117 | 19,117 | — | $122.73万 | 新建仓 |
| RKT | ROCKET COS INC | $122.48万 | 0.30% | 85,953 | 48,057 | 126.8% | $68.48万 | 加仓 |
| TTD | THE TRADE DESK INC | $121.53万 | 0.30% | 53,561 | -3,169 | -5.6% | -$7.19万 | 减仓 |
| INVH | INVITATION HOMES INC | $120.68万 | 0.30% | 48,564 | 12,209 | 33.6% | $30.34万 | 重新持有 |
| BNL | BROADSTONE NET LEASE INC | $120.22万 | 0.30% | 65,804 | 65,804 | — | $120.22万 | 新建仓 |
| G | GENPACT LIMITED | $119.00万 | 0.30% | 31,945 | 14,387 | 81.9% | $53.59万 | 加仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $118.49万 | 0.29% | 14,708 | 14,708 | — | $118.49万 | 新建仓 |
| AXON | AXON ENTERPRISE INC | $117.43万 | 0.29% | 2,765 | 2,055 | 289.4% | $87.27万 | 重新持有 |