Global Frontier Investments LLC
CHARLESTON SC · SEC CIK 0001821219
$5.81亿2026Q2 申报市值
21持仓数
80.9%前十大占比 · 第一大 17.7%
0 / 9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
GS 加仓+$2,225.03万
2026Q2 卖出最多 按季末市值估算
INFQ 减仓-$3.10亿
JPM 减仓-$1.03亿
AXP 减仓-$7,888.50万
PGR 减仓-$3,975.80万
MA 减仓-$3,492.50万
2026Q2 持仓明细 点表头排序
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 |
|---|---|---|---|---|---|---|---|---|
| SCHW | SCHWAB (CHARLES) CORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| WFC | WELLS FARGO | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | KALEYRA INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | ATAI LIFESCIENCES NV | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| OZK | BANK OZK | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | SIGNATURE BANK/NEW YORK NY | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| C | CITIGROUP INC | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | CADENCE BANCORP | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | AMRYT PHARMA LTD - SPNR ADR | $0 | 0.00% | 0 | 0 | — | — | 清仓 |
| — | WEBSTER FINANCIAL CORP | $252.20万 | 0.43% | 33,000 | 0 | 0.0% | — | 不变 |
| V | VISA INC CLASS A SHARES | $333.00万 | 0.57% | 9,706 | 0 | 0.0% | — | 不变 |
| AX | AXOS FINANCIAL INC | $360.30万 | 0.62% | 37,000 | 0 | 0.0% | — | 不变 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $479.90万 | 0.83% | 50,000 | -50,000 | -50.0% | -$479.90万 | 减仓 |
| GPN | GLOBAL PAYMENTS INC | $493.40万 | 0.85% | 68,000 | -68,000 | -50.0% | -$493.40万 | 减仓 |
| NTRS | NORTHERN TRUST CORP | $521.50万 | 0.90% | 30,000 | -30,000 | -50.0% | -$521.50万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $750.60万 | 1.29% | 15,000 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAPITAL GROUP LTD | $1,455.90万 | 2.51% | 150,000 | -150,000 | -50.0% | -$1,455.90万 | 减仓 |
| AON | AON PLC CLASS A | $1,625.30万 | 2.80% | 49,000 | -49,000 | -50.0% | -$1,625.30万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,342.70万 | 4.03% | 285,000 | -285,000 | -50.0% | -$2,342.70万 | 减仓 |
| KKR | KKR | $2,487.20万 | 4.28% | 271,000 | -271,000 | -50.0% | -$2,487.20万 | 减仓 |
| MKL | MARKEL GROUP INC | $2,792.80万 | 4.81% | 14,300 | 0 | 0.0% | — | 不变 |
| INFQ | INFLEQTION INC | $3,128.80万 | 5.39% | 2,348,913 | -23,273,257 | -90.8% | -$3.10亿 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC CL A | $3,294.90万 | 5.67% | 44 | -44 | -50.0% | -$3,294.90万 | 减仓 |
| USB | US BANCORP | $3,370.30万 | 5.80% | 558,000 | -558,000 | -50.0% | -$3,370.30万 | 减仓 |
| MA | MASTERCARD INC A | $3,492.50万 | 6.01% | 68,000 | -68,000 | -50.0% | -$3,492.50万 | 减仓 |
| ACN | ACCENTURE PLC CL A | $3,919.90万 | 6.75% | 315,000 | -115,000 | -26.7% | -$1,431.07万 | 减仓 |
| PGR | PROGRESSIVE CORP | $3,975.80万 | 6.84% | 182,000 | -182,000 | -50.0% | -$3,975.80万 | 减仓 |
| GS | GOLDMAN SACHS GROUP INC | $4,854.60万 | 8.36% | 48,000 | 22,000 | 84.6% | $2,225.03万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $7,888.50万 | 13.58% | 233,215 | -233,215 | -50.0% | -$7,888.50万 | 减仓 |
| JPM | JPMORGAN CHASE | $1.03亿 | 17.69% | 314,000 | -314,000 | -50.0% | -$1.03亿 | 减仓 |