Global Frontier Investments LLC
CHARLESTON SC · SEC CIK 0001821219
$11.70亿2026Q1 申报市值
21持仓数
86.7%前十大占比 · 第一大 21.5%
6 / 9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
INFQ 新建仓+$2.51亿
JPM 加仓+$9,236.60万
AXP 加仓+$7,054.30万
ACN 加仓+$4,263.20万
PGR 加仓+$3,608.00万
2026Q1 卖出最多 按季末市值估算
本季没有卖出
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| INFQ | INFLEQTION INC | $2.51亿 | 21.49% | 25,622,170 | 25,622,170 | — | $2.51亿 | 新建仓 |
| JPM | JPMORGAN CHASE | $1.85亿 | 15.79% | 628,000 | 314,000 | 100.0% | $9,236.60万 | 加仓 |
| AXP | AMERICAN EXPRESS CO | $1.41亿 | 12.06% | 466,430 | 233,215 | 100.0% | $7,054.30万 | 加仓 |
| ACN | ACCENTURE PLC CL A | $8,526.40万 | 7.29% | 430,000 | 215,000 | 100.0% | $4,263.20万 | 加仓 |
| PGR | PROGRESSIVE CORP | $7,216.00万 | 6.17% | 364,000 | 182,000 | 100.0% | $3,608.00万 | 加仓 |
| MA | MASTERCARD INC A | $6,795.40万 | 5.81% | 136,000 | 68,000 | 100.0% | $3,397.70万 | 加仓 |
| BRK/A | BERKSHIRE HATHAWAY INC CL A | $6,319.60万 | 5.40% | 88 | 44 | 100.0% | $3,159.80万 | 加仓 |
| USB | US BANCORP | $5,804.20万 | 4.96% | 1,116,000 | 558,000 | 100.0% | $2,902.10万 | 加仓 |
| KKR | KKR | $5,013.60万 | 4.29% | 542,000 | 271,000 | 100.0% | $2,506.80万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $4,038.40万 | 3.45% | 570,000 | 285,000 | 100.0% | $2,019.20万 | 加仓 |
| AON | AON PLC CLASS A | $3,163.20万 | 2.70% | 98,000 | 49,000 | 100.0% | $1,581.60万 | 加仓 |
| ACGL | ARCH CAPITAL GROUP LTD | $2,879.60万 | 2.46% | 300,000 | 150,000 | 100.0% | $1,439.80万 | 加仓 |
| MKL | MARKEL GROUP INC | $2,737.10万 | 2.34% | 14,300 | 14,300 | — | $2,737.10万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $2,199.40万 | 1.88% | 26,000 | 13,000 | 100.0% | $1,099.70万 | 加仓 |
| BABA | ALIBABA GROUP HOLDING-SP ADR | $1,254.60万 | 1.07% | 100,000 | 50,000 | 100.0% | $627.30万 | 加仓 |
| GPN | GLOBAL PAYMENTS INC | $915.20万 | 0.78% | 136,000 | 68,000 | 100.0% | $457.60万 | 加仓 |
| NTRS | NORTHERN TRUST CORP | $837.40万 | 0.72% | 60,000 | 30,000 | 100.0% | $418.70万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC CL B | $718.80万 | 0.61% | 15,000 | 15,000 | — | $718.80万 | 新建仓 |
| AX | AXOS FINANCIAL INC | $314.80万 | 0.27% | 37,000 | 37,000 | — | $314.80万 | 新建仓 |
| V | VISA INC CLASS A SHARES | $293.30万 | 0.25% | 9,706 | 9,706 | — | $293.30万 | 新建仓 |
| — | WEBSTER FINANCIAL CORP | $229.10万 | 0.20% | 33,000 | 33,000 | — | $229.10万 | 新建仓 |
| 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 |
| 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 |
| — | SIGNATURE BANK/NEW YORK NY | $0 | 0.00% | 0 | 0 | — | — | 清仓 |