BayBridge Capital Group, LLC
LIVERMORE CA · SEC CIK 0001898297
$1.92亿2026Q2 申报市值
96持仓数
50.9%前十大占比 · 第一大 16.9%
11 / 10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
AGG 加仓+$655.16万
SHY 加仓+$197.83万
IEI 加仓+$177.48万
JPST 加仓+$155.51万
ASML 加仓+$125.53万
2026Q2 卖出最多 按季末市值估算
TSM 减仓-$144.42万
ORLY 清仓-$143.51万
QCOM 减仓-$135.26万
MU 减仓-$129.51万
FIX 减仓-$122.68万
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 |
|---|---|---|---|---|---|---|---|---|
| ORLY | OREILLY AUTOMOTIVE INC | $0 | 0.00% | 0 | -15,734 | -100.0% | -$143.51万 | 清仓 |
| BND | VANGUARD BD INDEX FDS | $0 | 0.00% | 0 | -5,844 | -100.0% | -$43.29万 | 清仓 |
| IEF | ISHARES TR | $0 | 0.00% | 0 | -3,337 | -100.0% | -$32.09万 | 清仓 |
| MRVL | MARVELL TECHNOLOGY INC | $0 | 0.00% | 0 | -3,719 | -100.0% | -$31.60万 | 清仓 |
| FOXA | FOX CORP | $0 | 0.00% | 0 | -4,050 | -100.0% | -$29.59万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -13,030 | -100.0% | -$29.03万 | 清仓 |
| ICLR | ICON PLC | $0 | 0.00% | 0 | -1,410 | -100.0% | -$25.69万 | 清仓 |
| MSTR | STRATEGY INC | $0 | 0.00% | 0 | -1,660 | -100.0% | -$25.22万 | 清仓 |
| PFE | PFIZER INC | $0 | 0.00% | 0 | -9,188 | -100.0% | -$22.88万 | 清仓 |
| MA | MASTERCARD INCORPORATED | $0 | 0.00% | 0 | -371 | -100.0% | -$21.18万 | 清仓 |
| MELI | MERCADOLIBRE INC | $20.88万 | 0.11% | 123 | 7 | 6.0% | $1.19万 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $21.55万 | 0.11% | 2,425 | 2,425 | — | $21.55万 | 新建仓 |
| GLW | CORNING INC | $22.55万 | 0.12% | 883 | 883 | — | $22.55万 | 新建仓 |
| SUSB | ISHARES TR | $23.44万 | 0.12% | 9,380 | 9,380 | — | $23.44万 | 新建仓 |
| ESGD | ISHARES TR | $24.36万 | 0.13% | 2,369 | 10 | 0.4% | $1,028 | 加仓 |
| LEU | CENTRUS ENERGY CORP | $25.15万 | 0.13% | 1,498 | -71 | -4.5% | -$1.19万 | 减仓 |
| OKLO | OKLO INC | $25.68万 | 0.13% | 4,907 | -918 | -15.8% | -$4.80万 | 减仓 |
| ADBE | ADOBE INC | $27.64万 | 0.14% | 1,348 | 1,348 | — | $27.64万 | 新建仓 |
| CME | CME GROUP INC | $29.24万 | 0.15% | 1,324 | 384 | 40.9% | $8.48万 | 加仓 |
| ALB | ALBEMARLE CORP | $31.29万 | 0.16% | 2,317 | -732 | -24.0% | -$9.88万 | 减仓 |
| ASR | GRUPO AEROPORTUARIO DEL SURE | $31.50万 | 0.16% | 1,027 | 1,027 | — | $31.50万 | 新建仓 |
| GOOG | ALPHABET INC | $34.65万 | 0.18% | 981 | 70 | 7.7% | $2.47万 | 加仓 |
| LOW | LOWES COS INC | $35.79万 | 0.19% | 1,623 | 1,623 | — | $35.79万 | 新建仓 |
| WSM | WILLIAMS SONOMA INC | $37.34万 | 0.19% | 1,602 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $37.81万 | 0.20% | 2,046 | -7,320 | -78.2% | -$135.26万 | 减仓 |
| FWONA | LIBERTY MEDIA CORP DEL | $38.25万 | 0.20% | 4,369 | 1,666 | 61.6% | $14.58万 | 加仓 |
| CSV | CARRIAGE SVCS INC | $38.80万 | 0.20% | 10,120 | 1,874 | 22.7% | $7.18万 | 加仓 |
| DX | DYNEX CAP INC | $39.36万 | 0.21% | 30,020 | 5,300 | 21.4% | $6.95万 | 加仓 |
| RHI | ROBERT HALF INC. | $42.73万 | 0.22% | 13,920 | 13,920 | — | $42.73万 | 新建仓 |
| MAR | MARRIOTT INTL INC NEW | $45.10万 | 0.24% | 1,217 | -96 | -7.3% | -$3.56万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $47.13万 | 0.25% | 1,134 | 341 | 43.0% | $14.17万 | 加仓 |
| META | META PLATFORMS INC | $47.14万 | 0.25% | 837 | -1,729 | -67.4% | -$97.37万 | 减仓 |
| HYBL | SSGA ACTIVE TR | $47.46万 | 0.25% | 16,980 | 1,695 | 11.1% | $4.74万 | 加仓 |
| FIX | COMFORT SYS USA INC | $48.95万 | 0.26% | 247 | -619 | -71.5% | -$122.68万 | 减仓 |
| SNEX | STONEX GROUP INC | $49.37万 | 0.26% | 4,166 | 208 | 5.3% | $2.46万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $50.38万 | 0.26% | 808 | 387 | 91.9% | $24.13万 | 加仓 |
| MFG | MIZUHO FINANCIAL GROUP INC | $52.36万 | 0.27% | 54,653 | 8,314 | 17.9% | $7.96万 | 加仓 |
| CDX | SIMPLIFY EXCHANGE TRADED FUN | $53.74万 | 0.28% | 25,446 | 15,229 | 149.1% | $32.16万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $54.07万 | 0.28% | 10,054 | 10,054 | — | $54.07万 | 新建仓 |
| FLEX | FLEX LTD | $56.11万 | 0.29% | 3,462 | -4,107 | -54.3% | -$66.56万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $57.44万 | 0.30% | 4,537 | 1,785 | 64.9% | $22.60万 | 加仓 |
| VST | VISTRA CORP | $57.55万 | 0.30% | 3,628 | 1,499 | 70.4% | $23.78万 | 加仓 |
| JXN | JACKSON FINANCIAL INC | $58.32万 | 0.30% | 5,696 | 3,231 | 131.1% | $33.08万 | 加仓 |
| MDLZ | MONDELEZ INTL INC | $58.49万 | 0.30% | 10,113 | 10,113 | — | $58.49万 | 新建仓 |
| LNG | CHENIERE ENERGY INC | $58.66万 | 0.31% | 2,454 | -4,676 | -65.6% | -$111.78万 | 减仓 |
| IWB | ISHARES TR | $60.89万 | 0.32% | 1,487 | 1,487 | — | $60.89万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $61.01万 | 0.32% | 7,652 | -1,088 | -12.4% | -$8.67万 | 减仓 |
| CEG | CONSTELLATION ENERGY CORP | $61.84万 | 0.32% | 2,490 | 885 | 55.1% | $21.98万 | 加仓 |
| QBTS | D-WAVE QUANTUM INC | $65.39万 | 0.34% | 27,258 | 8,240 | 43.3% | $19.77万 | 加仓 |
| EG | EVEREST GROUP LTD | $65.72万 | 0.34% | 1,840 | 823 | 80.9% | $29.40万 | 加仓 |
| WMB | WILLIAMS COS INC | $67.05万 | 0.35% | 9,019 | 3,316 | 58.1% | $24.65万 | 加仓 |
| SHYG | ISHARES TR | $67.21万 | 0.35% | 15,849 | 578 | 3.8% | $2.45万 | 加仓 |
| JBL | JABIL INC | $69.11万 | 0.36% | 1,793 | -552 | -23.5% | -$21.27万 | 减仓 |
| RTX | RTX CORPORATION | $71.72万 | 0.37% | 3,780 | -1,476 | -28.1% | -$28.00万 | 减仓 |
| RY | ROYAL BK CDA | $71.98万 | 0.38% | 3,478 | 3,478 | — | $71.98万 | 新建仓 |
| TSLA | TESLA INC | $73.52万 | 0.38% | 1,748 | -2,094 | -54.5% | -$88.07万 | 减仓 |
| NUBD | NUSHARES ETF TR | $74.90万 | 0.39% | 33,836 | 2,822 | 9.1% | $6.25万 | 加仓 |
| INTC | INTEL CORP | $75.72万 | 0.39% | 5,423 | -642 | -10.6% | -$8.96万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $98.46万 | 0.51% | 853 | -1,122 | -56.8% | -$129.51万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $105.44万 | 0.55% | 3,092 | 364 | 13.3% | $12.41万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $108.01万 | 0.56% | 4,221 | -1,526 | -26.6% | -$39.05万 | 减仓 |
| TTE | TOTALENERGIES SE | $110.04万 | 0.57% | 14,151 | 9,043 | 177.0% | $70.32万 | 加仓 |
| WM | WASTE MGMT INC DEL | $110.84万 | 0.58% | 4,973 | -330 | -6.2% | -$7.36万 | 减仓 |
| SCZ | ISHARES TR | $111.58万 | 0.58% | 13,563 | 444 | 3.4% | $3.65万 | 加仓 |
| ORCL | ORACLE CORP | $130.05万 | 0.68% | 8,874 | 4,725 | 113.9% | $69.24万 | 加仓 |
| AAPL | APPLE INC | $140.25万 | 0.73% | 4,847 | 81 | 1.7% | $2.34万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $140.34万 | 0.73% | 10,590 | 7,575 | 251.2% | $100.38万 | 加仓 |
| MCK | MCKESSON CORP | $146.79万 | 0.76% | 1,943 | 1,415 | 268.0% | $106.90万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $147.22万 | 0.77% | 34,771 | 696 | 2.0% | $2.95万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $153.69万 | 0.80% | 16,657 | 11,318 | 212.0% | $104.43万 | 加仓 |
| JMST | J P MORGAN EXCHANGE TRADED F | $158.68万 | 0.83% | 31,115 | 0 | 0.0% | — | 不变 |
| MDT | MEDTRONIC PLC | $159.82万 | 0.83% | 20,430 | 3,052 | 17.6% | $23.88万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $161.22万 | 0.84% | 6,348 | -23 | -0.4% | -$5,841 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $166.39万 | 0.87% | 3,484 | -3,024 | -46.5% | -$144.42万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $167.54万 | 0.87% | 14,360 | 5,276 | 58.1% | $61.56万 | 加仓 |
| KO | COCA COLA CO | $171.02万 | 0.89% | 21,044 | 1,096 | 5.5% | $8.91万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $171.03万 | 0.89% | 1,828 | 83 | 4.8% | $7.77万 | 加仓 |
| CSCO | CISCO SYS INC | $171.65万 | 0.89% | 14,613 | -4,656 | -24.2% | -$54.69万 | 减仓 |
| COR | CENCORA INC | $175.15万 | 0.91% | 6,189 | 1,228 | 24.8% | $34.75万 | 加仓 |
| TJX | TJX COS INC NEW | $184.24万 | 0.96% | 12,161 | 136 | 1.1% | $2.06万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $187.75万 | 0.98% | 3,752 | 575 | 18.1% | $28.77万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $188.02万 | 0.98% | 6,686 | 614 | 10.1% | $17.27万 | 加仓 |
| BIL | SPDR SERIES TRUST | $188.52万 | 0.98% | 20,572 | -40 | -0.2% | -$3,666 | 减仓 |
| MMM | 3M CO | $189.64万 | 0.99% | 11,713 | 1,194 | 11.4% | $19.33万 | 加仓 |
| WMT | WALMART INC | $192.64万 | 1.00% | 17,008 | -861 | -4.8% | -$9.75万 | 减仓 |
| MSFT | MICROSOFT CORP | $198.38万 | 1.03% | 5,318 | 1,167 | 28.1% | $43.53万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $202.25万 | 1.05% | 6,179 | 455 | 7.9% | $14.89万 | 加仓 |
| ASML | ASML HLDG NV | $206.70万 | 1.08% | 1,039 | 631 | 154.7% | $125.53万 | 加仓 |
| MFC | MANULIFE FINL CORP | $216.82万 | 1.13% | 53,523 | 1,295 | 2.5% | $5.25万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $224.52万 | 1.17% | 2,220 | -136 | -5.8% | -$13.75万 | 减仓 |
| AVGO | BROADCOM INC | $233.46万 | 1.22% | 6,180 | -339 | -5.2% | -$12.81万 | 减仓 |
| AMZN | AMAZON COM INC | $282.53万 | 1.47% | 11,854 | 1,285 | 12.2% | $30.63万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $344.96万 | 1.80% | 66,621 | 4,581 | 7.4% | $23.72万 | 加仓 |
| CAT | CATERPILLAR INC | $348.06万 | 1.81% | 3,269 | -1,095 | -25.1% | -$116.59万 | 减仓 |
| GOOGL | ALPHABET INC | $351.96万 | 1.83% | 9,849 | -568 | -5.5% | -$20.30万 | 减仓 |
| IEI | ISHARES TR | $363.45万 | 1.89% | 30,945 | 15,111 | 95.4% | $177.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $385.20万 | 2.01% | 19,251 | -1,412 | -6.8% | -$28.25万 | 减仓 |
| SJNK | SPDR SERIES TRUST | $492.35万 | 2.57% | 196,703 | 35,523 | 22.0% | $88.91万 | 加仓 |
| QQQ | INVESCO QQQ TR | $569.23万 | 2.97% | 7,730 | 185 | 2.5% | $13.62万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $605.81万 | 3.16% | 119,796 | 30,751 | 34.5% | $155.51万 | 加仓 |