Freestone Grove Partners LP
San Francisco CA · SEC CIK 0002007591
$155.76亿2026Q2 申报市值
990持仓数
22.3%前十大占比 · 第一大 6.8%
320 / 407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
IVV 加仓+$3.20亿
SNOW 新建仓+$1.39亿
VOO 加仓+$1.25亿
ABT 新建仓+$1.25亿
KDP 新建仓+$1.23亿
2026Q2 卖出最多 按季末市值估算
GLW 重新持有-$1.52亿
DDOG 清仓-$1.28亿
TWLO 减仓-$1.28亿
ESTC 减仓-$1.17亿
PNFP 清仓-$1.11亿
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 |
|---|---|---|---|---|---|---|---|---|
| UGI | UGI CORP NEW | $42.69万 | 0.00% | 12,361 | 12,361 | — | $42.69万 | 新建仓 |
| SHC | SOTERA HEALTH CO | $42.80万 | 0.00% | 24,111 | -30,000 | -55.4% | -$53.25万 | 减仓 |
| PHR | PHREESIA INC | $44.75万 | 0.00% | 43,489 | -11,080 | -20.3% | -$11.40万 | 减仓 |
| AX | AXOS FINANCIAL INC | $44.92万 | 0.00% | 4,612 | 4,578 | 13,464.7% | $44.59万 | 加仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $44.95万 | 0.00% | 9,808 | -7,943 | -44.7% | -$36.40万 | 减仓 |
| HRTG | HERITAGE INSURANCE HLDGS INC | $44.97万 | 0.00% | 17,243 | 17,243 | — | $44.97万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $45.07万 | 0.00% | 1,271 | 1,271 | — | $45.07万 | 新建仓 |
| PLUS | EPLUS INC | $45.20万 | 0.00% | 5,431 | 683 | 14.4% | $5.68万 | 加仓 |
| PLD | PROLOGIS INC. | $45.38万 | 0.00% | 3,350 | -367,158 | -99.1% | -$4,973.89万 | 减仓 |
| INCY | INCYTE CORP | $45.62万 | 0.00% | 4,024 | -4,502 | -52.8% | -$51.03万 | 重新持有 |
| UDR | UDR INC | $45.78万 | 0.00% | 11,468 | -726,082 | -98.4% | -$2,898.52万 | 减仓 |
| KAI | KADANT INC | $45.85万 | 0.00% | 1,459 | 1,363 | 1,419.8% | $42.83万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $46.17万 | 0.00% | 9,181 | -2,349 | -20.4% | -$11.81万 | 减仓 |
| RUSHA | RUSH ENTERPRISES INC | $47.13万 | 0.00% | 6,457 | 6,457 | — | $47.13万 | 新建仓 |
| PPC | PILGRIMS PRIDE CORP | $47.41万 | 0.00% | 16,867 | -14,344 | -46.0% | -$40.32万 | 减仓 |
| ONT | ONTERRIS INC | $47.51万 | 0.00% | 23,509 | 23,509 | — | $47.51万 | 新建仓 |
| PRGS | PROGRESS SOFTWARE CORP | $47.59万 | 0.00% | 14,171 | 9,982 | 238.3% | $33.52万 | 加仓 |
| CCS | CENTURY COMMUNITIES INC | $47.84万 | 0.00% | 6,676 | 5,570 | 503.6% | $39.91万 | 加仓 |
| UPBD | UPBOUND GROUP INC | $47.90万 | 0.00% | 22,574 | -22,740 | -50.2% | -$48.25万 | 减仓 |
| AMAT | APPLIED MATLS INC | $47.93万 | 0.00% | 663 | -31,437 | -97.9% | -$2,272.90万 | 减仓 |
| DFIN | DONNELLEY FINL SOLUTIONS INC | $49.20万 | 0.00% | 11,729 | 3,173 | 37.1% | $13.31万 | 重新持有 |
| VSNT | VERSANT MEDIA GROUP INC | $49.37万 | 0.00% | 13,709 | 1,376 | 11.2% | $4.95万 | 加仓 |
| SFBS | SERVISFIRST BANCSHARES INC | $49.43万 | 0.00% | 5,698 | 2,028 | 55.3% | $17.59万 | 加仓 |
| PDFS | PDF SOLUTIONS INC | $49.57万 | 0.00% | 7,003 | 7,003 | — | $49.57万 | 新建仓 |
| WTM | WHITE MTNS INS GROUP LTD | $49.76万 | 0.00% | 240 | 240 | — | $49.76万 | 新建仓 |
| GPC | GENUINE PARTS CO | $50.01万 | 0.00% | 4,239 | -12,537 | -74.7% | -$147.91万 | 减仓 |
| LUV | SOUTHWEST AIRLS CO | $50.10万 | 0.00% | 9,743 | 9,742 | 974,200.0% | $50.09万 | 加仓 |
| EWBC | EAST WEST BANCORP INC | $50.37万 | 0.00% | 3,902 | 3,902 | — | $50.37万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $50.49万 | 0.00% | 3,237 | -1,358 | -29.6% | -$21.18万 | 减仓 |
| HAWK | HAWKEYE 360 INC | $50.55万 | 0.00% | 25,000 | 25,000 | — | $50.55万 | 新建仓 |
| TEM | TEMPUS AI INC | $50.58万 | 0.00% | 8,731 | -367,206 | -97.7% | -$2,127.23万 | 减仓 |
| — | SUJA LIFE INC | $50.80万 | 0.00% | 50,000 | 50,000 | — | $50.80万 | 新建仓 |
| GOLF | ACUSHNET HLDGS CORP | $50.83万 | 0.00% | 4,288 | 2,843 | 196.7% | $33.70万 | 加仓 |
| CCK | CROWN HLDGS INC | $50.99万 | 0.00% | 4,560 | 4,560 | — | $50.99万 | 新建仓 |
| WIX | WIX COM LTD | $51.13万 | 0.00% | 11,270 | 11,270 | — | $51.13万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA | $51.26万 | 0.00% | 11,273 | 11,273 | — | $51.26万 | 新建仓 |
| NBHC | NATIONAL BK HLDGS CORP | $51.37万 | 0.00% | 11,561 | -432 | -3.6% | -$1.92万 | 减仓 |
| KIM | KIMCO REALTY CORP | $51.38万 | 0.00% | 20,267 | -1,391,307 | -98.6% | -$3,526.96万 | 减仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $51.43万 | 0.00% | 10,280 | 10,280 | — | $51.43万 | 新建仓 |
| WLTH | WEALTHFRONT CORP | $51.62万 | 0.00% | 57,743 | 21,743 | 60.4% | $19.44万 | 重新持有 |
| HST | HOST HOTELS & RESORTS INC | $52.01万 | 0.00% | 21,934 | -16,301 | -42.6% | -$38.65万 | 重新持有 |
| KN | KNOWLES CORP | $52.22万 | 0.00% | 12,590 | -26,819 | -68.1% | -$111.25万 | 减仓 |
| IBOC | INTERNATIONAL BANCSHARES COR | $52.32万 | 0.00% | 6,889 | -11,944 | -63.4% | -$90.71万 | 减仓 |
| MXL | MAXLINEAR INC | $52.35万 | 0.00% | 4,089 | -3,199 | -43.9% | -$40.96万 | 减仓 |
| WSBC | WESBANCO INC | $52.55万 | 0.00% | 13,464 | 13,464 | — | $52.55万 | 新建仓 |
| ALGT | ALLEGIANT TRAVEL CO | $52.72万 | 0.00% | 4,483 | 4,483 | — | $52.72万 | 新建仓 |
| BANF | BANCFIRST CORP | $52.73万 | 0.00% | 4,745 | -2,967 | -38.5% | -$32.97万 | 减仓 |
| GAP | GAP INC | $52.76万 | 0.00% | 28,243 | 28,243 | — | $52.76万 | 新建仓 |
| ANDE | ANDERSONS INC | $52.87万 | 0.00% | 7,729 | 7,729 | — | $52.87万 | 新建仓 |
| BBT | BEACON FINANCIAL CORP. | $53.25万 | 0.00% | 17,487 | 17,486 | 1,748,600.0% | $53.24万 | 加仓 |
| ASML | ASML HLDG NV | $53.52万 | 0.00% | 269 | -9,942 | -97.4% | -$1,977.90万 | 减仓 |
| OI | O-I GLASS INC | $53.58万 | 0.00% | 55,642 | -5,825 | -9.5% | -$5.61万 | 减仓 |
| PLXS | PLEXUS CORP | $53.61万 | 0.00% | 1,783 | 1,783 | — | $53.61万 | 新建仓 |
| CBU | COMMUNITY FINANCIAL SYSTEM I | $54.27万 | 0.00% | 8,086 | 674 | 9.1% | $4.52万 | 加仓 |
| SONO | SONOS INC | $54.37万 | 0.00% | 40,183 | -56,106 | -58.3% | -$75.91万 | 减仓 |
| PRI | PRIMERICA INC | $54.59万 | 0.00% | 1,921 | -1,153 | -37.5% | -$32.77万 | 减仓 |
| INVH | INVITATION HOMES INC | $54.81万 | 0.00% | 18,143 | -24,548 | -57.5% | -$74.16万 | 减仓 |
| ZD | ZIFF DAVIS INC | $55.15万 | 0.00% | 10,531 | -5,739 | -35.3% | -$30.06万 | 减仓 |
| FIGS | FIGS INC | $55.71万 | 0.00% | 54,456 | 54,456 | — | $55.71万 | 新建仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $56.02万 | 0.00% | 30,169 | 30,169 | — | $56.02万 | 新建仓 |
| USLM | UNITED STS LIME & MINERALS I | $56.15万 | 0.00% | 5,364 | 5,363 | 536,300.0% | $56.13万 | 加仓 |
| LKFN | LAKELAND FINL CORP | $56.18万 | 0.00% | 9,103 | 2,656 | 41.2% | $16.39万 | 加仓 |
| PIPR | PIPER SANDLER COMPANIES | $56.62万 | 0.00% | 7,827 | -96,634 | -92.5% | -$699.05万 | 减仓 |
| CLH | CLEAN HARBORS INC | $56.97万 | 0.00% | 1,907 | 1,907 | — | $56.97万 | 新建仓 |
| WDFC | WD 40 CO | $57.01万 | 0.00% | 2,340 | 2,340 | — | $57.01万 | 新建仓 |
| EVER | EVERQUOTE INC | $57.68万 | 0.00% | 24,245 | -3,864 | -13.7% | -$9.19万 | 减仓 |
| SEIC | SEI INVTS CO | $57.91万 | 0.00% | 6,603 | -9,741 | -59.6% | -$85.44万 | 减仓 |
| BBW | BUILD-A-BEAR WORKSHOP INC | $58.18万 | 0.00% | 19,007 | -13,465 | -41.5% | -$41.22万 | 减仓 |
| IOSP | INNOSPEC INC | $58.51万 | 0.00% | 7,189 | -3,322 | -31.6% | -$27.04万 | 减仓 |
| CRAI | CRA INTL INC | $59.00万 | 0.00% | 4,146 | 2,711 | 188.9% | $38.58万 | 加仓 |
| DEI | DOUGLAS EMMETT INC | $59.76万 | 0.00% | 50,640 | -54,496 | -51.8% | -$64.31万 | 减仓 |
| WMG | WARNER MUSIC GROUP CORP | $59.79万 | 0.00% | 22,086 | -675,519 | -96.8% | -$1,828.63万 | 重新持有 |
| IRM | IRON MTN INC DEL | $60.04万 | 0.00% | 4,753 | 4,753 | — | $60.04万 | 新建仓 |
| AWR | AMER STATES WTR CO | $60.91万 | 0.00% | 7,371 | 1,627 | 28.3% | $13.44万 | 加仓 |
| HNI | HNI CORP | $61.50万 | 0.00% | 15,219 | 6,106 | 67.0% | $24.67万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD | $61.51万 | 0.00% | 17,711 | 17,711 | — | $61.51万 | 新建仓 |
| TBBK | BANCORP INC DEL | $61.78万 | 0.00% | 9,862 | 3,900 | 65.4% | $24.43万 | 加仓 |
| HQY | HEALTHEQUITY INC | $62.25万 | 0.00% | 6,892 | -2,791 | -28.8% | -$25.21万 | 减仓 |
| GOLD | GOLD COM INC | $62.62万 | 0.00% | 15,050 | 15,050 | — | $62.62万 | 新建仓 |
| CPK | CHESAPEAKE UTILS CORP | $62.95万 | 0.00% | 5,140 | 2,499 | 94.6% | $30.61万 | 加仓 |
| CHWY | CHEWY INC | $63.41万 | 0.00% | 32,272 | -466,188 | -93.5% | -$916.06万 | 重新持有 |
| CRGY | CRESCENT ENERGY COMPANY | $63.46万 | 0.00% | 64,622 | -2,458,601 | -97.4% | -$2,414.35万 | 重新持有 |
| AVO | MISSION PRODUCE INC | $63.80万 | 0.00% | 54,116 | 54,116 | — | $63.80万 | 新建仓 |
| CTRI | CENTURI HOLDINGS INC | $63.87万 | 0.00% | 21,120 | 21,120 | — | $63.87万 | 新建仓 |
| MKC | MCCORMICK & CO INC | $64.20万 | 0.00% | 12,733 | -492,602 | -97.5% | -$2,483.70万 | 重新持有 |
| AMH | AMERICAN HOMES 4 RENT | $65.12万 | 0.00% | 19,427 | -16,768 | -46.3% | -$56.21万 | 减仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $65.18万 | 0.00% | 13,072 | -46,068 | -77.9% | -$229.70万 | 减仓 |
| CTS | CTS CORP | $65.20万 | 0.00% | 10,002 | -3,072 | -23.5% | -$20.03万 | 减仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $65.40万 | 0.00% | 1,207 | -600 | -33.2% | -$32.51万 | 减仓 |
| STAG | STAG INDUSTRIAL INC | $65.64万 | 0.00% | 17,247 | 17,247 | — | $65.64万 | 新建仓 |
| ICFI | ICF INTL INC | $65.79万 | 0.00% | 9,030 | 3,025 | 50.4% | $22.04万 | 加仓 |
| PRK | PARK NATL CORP | $65.89万 | 0.00% | 3,601 | -4,172 | -53.7% | -$76.34万 | 减仓 |
| FOXA | FOX CORP | $67.27万 | 0.00% | 12,896 | 12,530 | 3,423.5% | $65.36万 | 加仓 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $67.53万 | 0.00% | 10,585 | 10,584 | 1,058,400.0% | $67.53万 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $67.54万 | 0.00% | 2,702 | 2,702 | — | $67.54万 | 新建仓 |
| LZ | LEGALZOOM COM INC | $68.02万 | 0.00% | 110,962 | -69,964 | -38.7% | -$42.89万 | 减仓 |
| USPH | U S PHYSICAL THERAPY | $68.47万 | 0.00% | 9,969 | 4,341 | 77.1% | $29.81万 | 重新持有 |
| VNT | VONTIER CORPORATION | $68.74万 | 0.00% | 23,705 | -29,024 | -55.0% | -$84.17万 | 减仓 |
| APG | API GROUP CORP | $68.83万 | 0.00% | 16,253 | 0 | 0.0% | — | 不变 |
| LTC | LTC PPTYS INC | $69.01万 | 0.00% | 17,948 | -1,387 | -7.2% | -$5.33万 | 重新持有 |