Freestone Grove Partners LP
San Francisco CA · SEC CIK 0002007591
$141.58亿2026Q1 申报市值
962持仓数
19.0%前十大占比 · 第一大 5.6%
397 / 152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
C 重新持有+$1.33亿
PNFP 新建仓+$1.11亿
JNJ 加仓+$9,956.11万
AXS 加仓+$9,588.58万
AIG 加仓+$9,394.69万
2026Q1 卖出最多 按季末市值估算
IVV 减仓-$2.90亿
COTERRA ENERGY I 重新持有-$1.24亿
CIEN 重新持有-$1.19亿
SNDK 重新持有-$1.09亿
OVV 减仓-$1.05亿
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 |
|---|---|---|---|---|---|---|---|---|
| BSX | BOSTON SCIENTIFIC CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MLM | MARTIN MARIETTA MATLS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CL | COLGATE PALMOLIVE CO | $0 | 0.00% | 0 | -1,164,038 | -100.0% | -$9,198.23万 | 清仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -755,658 | -100.0% | -$9,093.59万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -410,395 | -100.0% | -$7,285.74万 | 清仓 |
| ETR | ENTERGY CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -443,632 | -100.0% | -$6,838.14万 | 清仓 |
| WDAY | WORKDAY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CSCO | CISCO SYS INC | $0 | 0.00% | 0 | -868,537 | -100.0% | -$6,690.34万 | 清仓 |
| AMRZ | AMRIZE LTD | $0 | 0.00% | 0 | -1,205,796 | -100.0% | -$6,520.94万 | 清仓 |
| CMS | CMS ENERGY CORP | $0 | 0.00% | 0 | -926,977 | -100.0% | -$6,482.35万 | 清仓 |
| PLNT | PLANET FITNESS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ROK | ROCKWELL AUTOMATION INC | $0 | 0.00% | 0 | -161,697 | -100.0% | -$6,291.15万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KMI | KINDER MORGAN INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLW | CORNING INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CW | CURTISS WRIGHT CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -500,806 | -100.0% | -$5,258.96万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -322,222 | -100.0% | -$5,165.86万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -250,570 | -100.0% | -$5,036.71万 | 清仓 |
| GBCI | GLACIER BANCORP INC NEW | $0 | 0.00% | 0 | -1,135,650 | -100.0% | -$5,002.54万 | 清仓 |
| V | VISA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKNG | BOOKING HOLDINGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CPT | CAMDEN PPTY TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ADC | AGREE RLTY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ALV | AUTOLIV INC | $0 | 0.00% | 0 | -376,484 | -100.0% | -$4,468.87万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -402,955 | -100.0% | -$4,416.79万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LNTH | LANTHEUS HLDGS INC | $0 | 0.00% | 0 | -608,526 | -100.0% | -$4,049.74万 | 清仓 |
| TOST | TOAST INC | $0 | 0.00% | 0 | -1,102,638 | -100.0% | -$3,915.47万 | 清仓 |
| KO | COCA COLA CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RVTY | REVVITY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOCS | DOXIMITY INC | $0 | 0.00% | 0 | -838,057 | -100.0% | -$3,710.92万 | 清仓 |
| PHIN | PHINIA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CNC | CENTENE CORP DEL | $0 | 0.00% | 0 | -842,863 | -100.0% | -$3,468.38万 | 清仓 |
| MKC | MCCORMICK & CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MCO | MOODYS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| OMF | ONEMAIN HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| AFL | AFLAC INC | $0 | 0.00% | 0 | -294,119 | -100.0% | -$3,243.25万 | 清仓 |
| CACI | CACI INTL INC | $0 | 0.00% | 0 | -60,670 | -100.0% | -$3,232.56万 | 清仓 |
| BRKR | BRUKER CORP | $0 | 0.00% | 0 | -685,927 | -100.0% | -$3,231.40万 | 清仓 |
| FIVE | FIVE BELOW INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PEN | PENUMBRA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DTM | DT MIDSTREAM INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| SPGI | S&P GLOBAL INC | $0 | 0.00% | 0 | -51,541 | -100.0% | -$2,693.48万 | 清仓 |
| APTV | APTIV PLC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WM | WASTE MGMT INC DEL | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -105,196 | -100.0% | -$2,418.14万 | 清仓 |
| MC | MOELIS & CO | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PAYC | PAYCOM SOFTWARE INC | $0 | 0.00% | 0 | -146,862 | -100.0% | -$2,340.39万 | 清仓 |
| RJF | RAYMOND JAMES FINL INC | $0 | 0.00% | 0 | -145,637 | -100.0% | -$2,338.78万 | 清仓 |
| WHR | WHIRLPOOL CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ONB | OLD NATL BANCORP IND | $0 | 0.00% | 0 | -1,008,301 | -100.0% | -$2,249.52万 | 清仓 |
| CHD | CHURCH & DWIGHT CO INC | $0 | 0.00% | 0 | -264,425 | -100.0% | -$2,217.20万 | 清仓 |
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PM | PHILIP MORRIS INTL INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CRGY | CRESCENT ENERGY COMPANY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TDG | TRANSDIGM GROUP INC | $0 | 0.00% | 0 | -15,407 | -100.0% | -$2,048.90万 | 清仓 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GFL | GFL ENVIRONMENTAL INC | $0 | 0.00% | 0 | -446,741 | -100.0% | -$1,918.75万 | 清仓 |
| GMED | GLOBUS MED INC | $0 | 0.00% | 0 | -212,109 | -100.0% | -$1,851.92万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -232,848 | -100.0% | -$1,846.48万 | 清仓 |
| TLN | TALEN ENERGY CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ZM | ZOOM COMMUNICATIONS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BA | BOEING CO | $0 | 0.00% | 0 | -78,156 | -100.0% | -$1,696.92万 | 清仓 |
| CHWY | CHEWY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BKU | BANKUNITED INC | $0 | 0.00% | 0 | -351,974 | -100.0% | -$1,568.75万 | 清仓 |
| ADUS | ADDUS HOMECARE CORP | $0 | 0.00% | 0 | -137,932 | -100.0% | -$1,481.25万 | 清仓 |
| UHS | UNIVERSAL HLTH SVCS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -500,090 | -100.0% | -$1,445.76万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -521,324 | -100.0% | -$1,393.50万 | 清仓 |
| VTRS | VIATRIS INC | $0 | 0.00% | 0 | -1,088,056 | -100.0% | -$1,354.63万 | 清仓 |
| CSGP | COSTAR GROUP INC | $0 | 0.00% | 0 | -201,205 | -100.0% | -$1,352.90万 | 清仓 |
| CNH | CNH INDL N V | $0 | 0.00% | 0 | -1,446,937 | -100.0% | -$1,334.08万 | 清仓 |
| — | CADENCE BANK | $0 | 0.00% | 0 | -311,017 | -100.0% | -$1,332.40万 | 清仓 |
| RNR | RENAISSANCERE HLDGS LTD | $0 | 0.00% | 0 | -47,241 | -100.0% | -$1,328.23万 | 清仓 |
| GLPI | GAMING & LEISURE PPTYS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ATEC | ALPHATEC HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NAVN | NAVAN INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOC | NORTHROP GRUMMAN CORP | $0 | 0.00% | 0 | -20,940 | -100.0% | -$1,194.02万 | 清仓 |
| NVDA | NVIDIA CORPORATION | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DOV | DOVER CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IRTC | IRHYTHM TECHNOLOGIES INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GLXY | GALAXY DIGITAL INC. | $0 | 0.00% | 0 | -500,000 | -100.0% | -$1,118.00万 | 清仓 |
| FISV | FISERV INC | $0 | 0.00% | 0 | -157,654 | -100.0% | -$1,058.96万 | 清仓 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -92,711 | -100.0% | -$1,032.89万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -231,206 | -100.0% | -$1,021.24万 | 清仓 |
| NP | NEPTUNE INS HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BBIO | BRIDGEBIO PHARMA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |