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 |
|---|---|---|---|---|---|---|---|---|
| SPY | STATE STR SPDR S&P 500 ETF T 看跌期权 | $0 | 0.00% | 0 | -562,700 | -100.0% | -$3.66亿 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -1,085,198 | -100.0% | -$1.28亿 | 清仓 |
| PNFP | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -1,287,874 | -100.0% | -$1.11亿 | 清仓 |
| ISRG | INTUITIVE SURGICAL INC | $0 | 0.00% | 0 | -236,782 | -100.0% | -$1.09亿 | 清仓 |
| MCD | MCDONALDS CORP | $0 | 0.00% | 0 | -290,178 | -100.0% | -$9,018.44万 | 清仓 |
| VMC | VULCAN MATLS CO | $0 | 0.00% | 0 | -327,809 | -100.0% | -$8,926.24万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -152,276 | -100.0% | -$8,577.71万 | 清仓 |
| FFIV | F5 INC | $0 | 0.00% | 0 | -283,480 | -100.0% | -$8,201.93万 | 清仓 |
| ROST | ROSS STORES INC | $0 | 0.00% | 0 | -363,898 | -100.0% | -$7,883.12万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -1,598,716 | -100.0% | -$7,793.74万 | 清仓 |
| GS | GOLDMAN SACHS GROUP INC | $0 | 0.00% | 0 | -92,007 | -100.0% | -$7,783.70万 | 清仓 |
| KEY | KEYCORP | $0 | 0.00% | 0 | -3,858,175 | -100.0% | -$7,735.64万 | 清仓 |
| JBL | JABIL INC | $0 | 0.00% | 0 | -275,668 | -100.0% | -$7,322.57万 | 清仓 |
| CAH | CARDINAL HEALTH INC | $0 | 0.00% | 0 | -329,210 | -100.0% | -$6,956.54万 | 清仓 |
| LOGI | LOGITECH INTL S A | $0 | 0.00% | 0 | -735,678 | -100.0% | -$6,703.50万 | 清仓 |
| WWD | WOODWARD INC | $0 | 0.00% | 0 | -182,112 | -100.0% | -$6,518.15万 | 清仓 |
| DHR | DANAHER CORP DEL | $0 | 0.00% | 0 | -338,698 | -100.0% | -$6,421.71万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -740,962 | -100.0% | -$6,069.96万 | 清仓 |
| GM | GENERAL MTRS CO | $0 | 0.00% | 0 | -782,416 | -100.0% | -$5,829.00万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -1,221,712 | -100.0% | -$5,671.19万 | 清仓 |
| ECHO | ECHOSTAR CORP | $0 | 0.00% | 0 | -441,418 | -100.0% | -$5,167.68万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -600,547 | -100.0% | -$5,098.04万 | 清仓 |
| DKS | DICKS SPORTING GOODS INC | $0 | 0.00% | 0 | -256,038 | -100.0% | -$5,076.98万 | 清仓 |
| SWK | STANLEY BLACK & DECKER INC | $0 | 0.00% | 0 | -708,037 | -100.0% | -$5,031.31万 | 清仓 |
| BKR | BAKER HUGHES COMPANY | $0 | 0.00% | 0 | -798,207 | -100.0% | -$4,873.05万 | 清仓 |
| MDLN | MEDLINE INC | $0 | 0.00% | 0 | -1,089,014 | -100.0% | -$4,846.11万 | 清仓 |
| DVA | DAVITA INC | $0 | 0.00% | 0 | -315,157 | -100.0% | -$4,843.65万 | 清仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $0 | 0.00% | 0 | -352,134 | -100.0% | -$4,792.19万 | 清仓 |
| KHC | KRAFT HEINZ CO | $0 | 0.00% | 0 | -2,092,664 | -100.0% | -$4,706.40万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -486,963 | -100.0% | -$4,697.73万 | 清仓 |
| PH | PARKER-HANNIFIN CORP | $0 | 0.00% | 0 | -52,397 | -100.0% | -$4,690.79万 | 清仓 |
| BURL | BURLINGTON STORES INC | $0 | 0.00% | 0 | -137,021 | -100.0% | -$4,458.39万 | 清仓 |
| RRX | REGAL REXNORD CORPORATION | $0 | 0.00% | 0 | -236,652 | -100.0% | -$4,431.55万 | 清仓 |
| TECH | BIO-TECHNE CORP | $0 | 0.00% | 0 | -820,072 | -100.0% | -$4,285.70万 | 清仓 |
| TGT | TARGET CORP | $0 | 0.00% | 0 | -353,192 | -100.0% | -$4,280.69万 | 清仓 |
| PPL | PPL CORP | $0 | 0.00% | 0 | -1,113,220 | -100.0% | -$4,252.50万 | 清仓 |
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -1,105,821 | -100.0% | -$4,203.23万 | 清仓 |
| SKT | TANGER INC | $0 | 0.00% | 0 | -1,221,186 | -100.0% | -$4,149.59万 | 清仓 |
| PEP | PEPSICO INC | $0 | 0.00% | 0 | -251,636 | -100.0% | -$3,907.66万 | 清仓 |
| HD | HOME DEPOT INC | $0 | 0.00% | 0 | -113,602 | -100.0% | -$3,736.26万 | 清仓 |
| BRX | BRIXMOR PPTY GROUP INC | $0 | 0.00% | 0 | -1,263,289 | -100.0% | -$3,638.27万 | 清仓 |
| — | AVALONBAY CMNTYS INC | $0 | 0.00% | 0 | -221,344 | -100.0% | -$3,615.65万 | 清仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $0 | 0.00% | 0 | -371,595 | -100.0% | -$3,525.69万 | 清仓 |
| COHR | COHERENT CORP | $0 | 0.00% | 0 | -146,578 | -100.0% | -$3,491.63万 | 清仓 |
| CMI | CUMMINS INC | $0 | 0.00% | 0 | -64,581 | -100.0% | -$3,474.59万 | 清仓 |
| FN | FABRINET | $0 | 0.00% | 0 | -65,329 | -100.0% | -$3,407.04万 | 清仓 |
| CG | CARLYLE GROUP INC | $0 | 0.00% | 0 | -693,262 | -100.0% | -$3,354.69万 | 清仓 |
| SNPS | SYNOPSYS INC | $0 | 0.00% | 0 | -83,524 | -100.0% | -$3,311.56万 | 清仓 |
| BOKF | BOK FINL CORP | $0 | 0.00% | 0 | -257,045 | -100.0% | -$3,291.72万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW | $0 | 0.00% | 0 | -94,278 | -100.0% | -$3,083.55万 | 清仓 |
| VIRT | VIRTU FINL INC | $0 | 0.00% | 0 | -690,419 | -100.0% | -$3,036.46万 | 清仓 |
| AZO | AUTOZONE INC | $0 | 0.00% | 0 | -8,833 | -100.0% | -$2,983.59万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -187,112 | -100.0% | -$2,942.90万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -141,784 | -100.0% | -$2,880.77万 | 清仓 |
| SJM | SMUCKER J M CO | $0 | 0.00% | 0 | -291,888 | -100.0% | -$2,814.97万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -152,930 | -100.0% | -$2,789.90万 | 清仓 |
| BBWI | BATH & BODY WORKS INC | $0 | 0.00% | 0 | -1,429,972 | -100.0% | -$2,669.76万 | 清仓 |
| XRAY | DENTSPLY SIRONA INC | $0 | 0.00% | 0 | -2,297,378 | -100.0% | -$2,664.96万 | 清仓 |
| PPG | PPG INDS INC | $0 | 0.00% | 0 | -235,430 | -100.0% | -$2,516.28万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -362,066 | -100.0% | -$2,506.22万 | 清仓 |
| SLG | SL GREEN RLTY CORP | $0 | 0.00% | 0 | -675,153 | -100.0% | -$2,494.02万 | 清仓 |
| AAON | AAON INC | $0 | 0.00% | 0 | -291,896 | -100.0% | -$2,415.44万 | 清仓 |
| FIX | COMFORT SYS USA INC | $0 | 0.00% | 0 | -17,281 | -100.0% | -$2,383.03万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -30,625 | -100.0% | -$2,366.21万 | 清仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $0 | 0.00% | 0 | -1,337,777 | -100.0% | -$2,357.16万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -804,849 | -100.0% | -$2,333.26万 | 清仓 |
| CTAS | CINTAS CORP | $0 | 0.00% | 0 | -122,608 | -100.0% | -$2,073.79万 | 清仓 |
| HPQ | HP INC | $0 | 0.00% | 0 | -1,060,594 | -100.0% | -$2,037.40万 | 清仓 |
| EPRT | ESSENTIAL PPTYS RLTY TR INC | $0 | 0.00% | 0 | -669,637 | -100.0% | -$2,033.02万 | 清仓 |
| DNTH | DIANTHUS THERAPEUTICS INC | $0 | 0.00% | 0 | -239,943 | -100.0% | -$2,013.60万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -244,206 | -100.0% | -$1,922.15万 | 清仓 |
| OSCR | OSCAR HEALTH INC | $0 | 0.00% | 0 | -1,602,569 | -100.0% | -$1,838.15万 | 清仓 |
| — | KALVISTA PHARMACEUTICALS INC | $0 | 0.00% | 0 | -882,906 | -100.0% | -$1,777.29万 | 清仓 |
| NRG | NRG ENERGY INC | $0 | 0.00% | 0 | -121,206 | -100.0% | -$1,771.30万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -114,352 | -100.0% | -$1,717.00万 | 清仓 |
| WSFS | WSFS FINL CORP | $0 | 0.00% | 0 | -251,148 | -100.0% | -$1,644.01万 | 清仓 |
| SYY | SYSCO CORP | $0 | 0.00% | 0 | -230,059 | -100.0% | -$1,641.01万 | 清仓 |
| CPAY | CORPAY INC | $0 | 0.00% | 0 | -55,783 | -100.0% | -$1,623.23万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -77,811 | -100.0% | -$1,609.91万 | 清仓 |
| AMG | AFFILIATED MANAGERS GROUP | $0 | 0.00% | 0 | -57,832 | -100.0% | -$1,600.21万 | 清仓 |
| ED | CONSOLIDATED EDISON INC | $0 | 0.00% | 0 | -140,124 | -100.0% | -$1,585.92万 | 清仓 |
| EFX | EQUIFAX INC | $0 | 0.00% | 0 | -85,640 | -100.0% | -$1,542.12万 | 清仓 |
| TEAM | ATLASSIAN CORPORATION | $0 | 0.00% | 0 | -219,679 | -100.0% | -$1,499.31万 | 清仓 |
| SLB | SLB LIMITED | $0 | 0.00% | 0 | -289,026 | -100.0% | -$1,485.30万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -203,905 | -100.0% | -$1,466.69万 | 清仓 |
| EPR | EPR PPTYS | $0 | 0.00% | 0 | -281,766 | -100.0% | -$1,407.70万 | 清仓 |
| CROX | CROCS INC | $0 | 0.00% | 0 | -164,723 | -100.0% | -$1,367.53万 | 清仓 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -214,495 | -100.0% | -$1,348.66万 | 清仓 |
| PCVX | VAXCYTE INC | $0 | 0.00% | 0 | -224,731 | -100.0% | -$1,305.91万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -161,188 | -100.0% | -$1,304.01万 | 清仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -98,125 | -100.0% | -$1,163.96万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -294,496 | -100.0% | -$1,127.92万 | 清仓 |
| NTST | NETSTREIT CORP | $0 | 0.00% | 0 | -588,338 | -100.0% | -$1,107.84万 | 清仓 |
| AVGO | BROADCOM INC | $0 | 0.00% | 0 | -35,268 | -100.0% | -$1,091.58万 | 清仓 |
| JXN | JACKSON FINANCIAL INC | $0 | 0.00% | 0 | -99,732 | -100.0% | -$1,054.37万 | 清仓 |
| AMP | AMERIPRISE FINL INC | $0 | 0.00% | 0 | -23,571 | -100.0% | -$1,047.50万 | 清仓 |
| HRI | HERC HLDGS INC | $0 | 0.00% | 0 | -102,848 | -100.0% | -$1,023.85万 | 清仓 |
| SLDE | SLIDE INS HLDGS INC | $0 | 0.00% | 0 | -529,244 | -100.0% | -$952.64万 | 清仓 |
| VTR | VENTAS INC | $0 | 0.00% | 0 | -113,196 | -100.0% | -$925.72万 | 清仓 |
| CASY | CASEYS GEN STORES INC | $0 | 0.00% | 0 | -12,621 | -100.0% | -$918.63万 | 清仓 |