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 |
|---|---|---|---|---|---|---|---|---|
| AII | AMERICAN INTEGRITY INS GROUP | $925.07万 | 0.06% | 491,272 | -67,925 | -12.1% | -$127.90万 | 减仓 |
| TFX | TELEFLEX INCORPORATED | $907.02万 | 0.06% | 71,554 | -224,933 | -75.9% | -$2,851.25万 | 减仓 |
| CW | CURTISS WRIGHT CORP | $890.29万 | 0.06% | 11,749 | -86,188 | -88.0% | -$6,530.98万 | 重新持有 |
| TTC | TORO CO | $874.19万 | 0.06% | 89,734 | -302,760 | -77.1% | -$2,949.49万 | 减仓 |
| BWIN | THE BALDWIN INSURANCE GRP IN | $870.97万 | 0.06% | 327,679 | 327,679 | — | $870.97万 | 新建仓 |
| GGG | GRACO INC | $861.41万 | 0.06% | 113,928 | 69,198 | 154.7% | $523.21万 | 加仓 |
| ANIP | ANI PHARMACEUTICALS INC | $838.83万 | 0.05% | 101,332 | -152,898 | -60.1% | -$1,265.69万 | 减仓 |
| MPWR | MONOLITHIC PWR SYS INC | $817.53万 | 0.05% | 5,914 | -9,101 | -60.6% | -$1,258.09万 | 减仓 |
| PFE | PFIZER INC | $807.96万 | 0.05% | 335,530 | 254,644 | 314.8% | $613.18万 | 加仓 |
| FRVO | FERVO ENERGY CO | $807.73万 | 0.05% | 276,335 | 276,335 | — | $807.73万 | 新建仓 |
| HNGE | HINGE HEALTH INC | $801.88万 | 0.05% | 96,612 | -43,320 | -31.0% | -$359.56万 | 减仓 |
| KBH | KB HOME | $799.31万 | 0.05% | 127,705 | -624,127 | -83.0% | -$3,906.41万 | 减仓 |
| MO | ALTRIA GROUP INC | $788.21万 | 0.05% | 109,549 | -959,772 | -89.8% | -$6,905.56万 | 减仓 |
| JAN | JANUS LIVING INC | $766.06万 | 0.05% | 266,547 | 66,547 | 33.3% | $191.26万 | 加仓 |
| VST | VISTRA CORP | $760.74万 | 0.05% | 47,957 | -9,027 | -15.8% | -$143.20万 | 重新持有 |
| ONTO | ONTO INNOVATION INC | $737.67万 | 0.05% | 19,492 | -77,017 | -79.8% | -$2,914.71万 | 减仓 |
| TDOC | TELADOC HEALTH INC | $733.82万 | 0.05% | 865,349 | -644,605 | -42.7% | -$546.63万 | 减仓 |
| FSLR | FIRST SOLAR INC | $718.47万 | 0.05% | 30,449 | 30,117 | 9,071.4% | $710.64万 | 加仓 |
| UMBF | UMB FINL CORP | $716.08万 | 0.05% | 50,160 | 0 | 0.0% | — | 不变 |
| SO | SOUTHERN CO | $713.52万 | 0.05% | 74,550 | 74,550 | — | $713.52万 | 新建仓 |
| CELC | CELCUITY INC | $710.44万 | 0.05% | 67,907 | -2,629 | -3.7% | -$27.50万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $703.52万 | 0.05% | 35,160 | -28,401 | -44.7% | -$568.28万 | 重新持有 |
| OPCH | OPTION CARE HEALTH INC | $700.66万 | 0.04% | 334,125 | -905,448 | -73.0% | -$1,898.72万 | 减仓 |
| LCLN | LINCOLN INTL INC | $670.99万 | 0.04% | 281,100 | 281,100 | — | $670.99万 | 新建仓 |
| MQ | MARQETA INC | $660.27万 | 0.04% | 1,626,277 | 1,626,277 | — | $660.27万 | 新建仓 |
| MIDD | MIDDLEBY CORP | $650.35万 | 0.04% | 37,809 | 37,809 | — | $650.35万 | 新建仓 |
| JKHY | HENRY JACK & ASSOC INC | $640.88万 | 0.04% | 46,528 | -74,872 | -61.7% | -$1,031.29万 | 减仓 |
| XBI | SPDR SERIES TRUST | $629.93万 | 0.04% | 39,806 | 39,806 | — | $629.93万 | 新建仓 |
| PEGA | PEGASYSTEMS INC | $626.64万 | 0.04% | 209,089 | -195,378 | -48.3% | -$585.55万 | 减仓 |
| GLW | CORNING INC | $609.25万 | 0.04% | 23,852 | -594,145 | -96.1% | -$1.52亿 | 重新持有 |
| OKLO | OKLO INC | $609.03万 | 0.04% | 116,383 | 62,651 | 116.6% | $327.85万 | 加仓 |
| MPLT | MAPLIGHT THERAPEUTICS INC | $605.38万 | 0.04% | 168,912 | -145,045 | -46.2% | -$519.84万 | 减仓 |
| PII | POLARIS INC | $590.16万 | 0.04% | 86,230 | -326,986 | -79.1% | -$2,237.89万 | 减仓 |
| HON | HONEYWELL INTL INC | $588.21万 | 0.04% | 26,271 | 26,271 | — | $588.21万 | 新建仓 |
| ELF | E L F BEAUTY INC | $587.46万 | 0.04% | 79,387 | 71,810 | 947.7% | $531.39万 | 重新持有 |
| DHI | D R HORTON INC | $586.58万 | 0.04% | 36,013 | 36,013 | — | $586.58万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $567.32万 | 0.04% | 285,372 | 285,372 | — | $567.32万 | 新建仓 |
| OGE | OGE ENERGY CORP | $566.76万 | 0.04% | 116,473 | 116,473 | — | $566.76万 | 新建仓 |
| ACM | AECOM | $533.63万 | 0.03% | 76,451 | 50,998 | 200.4% | $355.97万 | 加仓 |
| SIMO | SILICON MOTION TECHNOLOGY CO | $532.49万 | 0.03% | 15,975 | 15,975 | — | $532.49万 | 新建仓 |
| VICI | VICI PPTYS INC | $530.88万 | 0.03% | 199,955 | -531,826 | -72.7% | -$1,412.00万 | 减仓 |
| MUR | MURPHY OIL CORP | $508.40万 | 0.03% | 156,144 | 148,269 | 1,882.8% | $482.76万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $487.47万 | 0.03% | 84,601 | 44,266 | 109.7% | $255.06万 | 加仓 |
| FOUR | SHIFT4 PMTS INC | $483.52万 | 0.03% | 99,408 | 99,408 | — | $483.52万 | 新建仓 |
| PANW | PALO ALTO NETWORKS INC | $471.66万 | 0.03% | 13,831 | 13,831 | — | $471.66万 | 新建仓 |
| DCI | DONALDSON INC | $471.52万 | 0.03% | 52,525 | 42,786 | 439.3% | $384.09万 | 加仓 |
| TJX | TJX COS INC NEW | $466.23万 | 0.03% | 30,774 | 23,496 | 322.8% | $355.96万 | 重新持有 |
| SFM | SPROUTS FMRS MKT INC | $465.40万 | 0.03% | 55,025 | -445,860 | -89.0% | -$3,771.08万 | 减仓 |
| BE | BLOOM ENERGY CORP | $458.35万 | 0.03% | 15,142 | -91,450 | -85.8% | -$2,768.19万 | 减仓 |
| ANL | ADLAI NORTYE LTD | $457.06万 | 0.03% | 397,446 | 397,446 | — | $457.06万 | 新建仓 |
| MAC | MACERICH CO | $448.25万 | 0.03% | 177,946 | 177,946 | — | $448.25万 | 新建仓 |
| CBSH | COMMERCE BANCSHARES INC | $445.52万 | 0.03% | 77,146 | 77,146 | — | $445.52万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $441.62万 | 0.03% | 97,401 | 97,401 | — | $441.62万 | 新建仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $430.44万 | 0.03% | 68,389 | 68,389 | — | $430.44万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $429.99万 | 0.03% | 45,482 | -48,813 | -51.8% | -$461.48万 | 重新持有 |
| GLPI | GAMING & LEISURE P | $412.02万 | 0.03% | 92,526 | -200,785 | -68.5% | -$894.10万 | 重新持有 |
| EVMN | EVOMMUNE INC | $407.11万 | 0.03% | 306,328 | -30,963 | -9.2% | -$41.15万 | 减仓 |
| UNP | UNION PAC CORP | $396.14万 | 0.03% | 14,564 | 11,348 | 352.9% | $308.67万 | 加仓 |
| CF | CF INDUSTRIES HOLD | $395.51万 | 0.03% | 36,533 | 23,387 | 177.9% | $253.19万 | 重新持有 |
| PRIM | PRIMORIS SVCS CORP | $387.37万 | 0.02% | 39,081 | 34,659 | 783.8% | $343.54万 | 重新持有 |
| SON | SONOCO PRODS CO | $386.80万 | 0.02% | 68,642 | 67,936 | 9,622.7% | $382.82万 | 加仓 |
| CPB | THE CAMPBELLS COMPANY | $386.46万 | 0.02% | 173,535 | 173,535 | — | $386.46万 | 新建仓 |
| EROC | EROCK INC | $382.90万 | 0.02% | 264,072 | 264,072 | — | $382.90万 | 新建仓 |
| RUN | SUNRUN INC | $378.31万 | 0.02% | 282,746 | 47,740 | 20.3% | $63.88万 | 加仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $377.07万 | 0.02% | 70,113 | 56,924 | 431.6% | $306.14万 | 重新持有 |
| PRMB | PRIMO BRANDS CORPORATION | $374.82万 | 0.02% | 153,365 | 140,022 | 1,049.4% | $342.21万 | 重新持有 |
| QTWO | Q2 HLDGS INC | $361.40万 | 0.02% | 75,136 | 62,559 | 497.4% | $300.91万 | 加仓 |
| GEN | GEN DIGITAL INC | $355.26万 | 0.02% | 142,733 | 132,402 | 1,281.6% | $329.55万 | 重新持有 |
| XE | X-ENERGY INC | $352.05万 | 0.02% | 191,750 | 191,750 | — | $352.05万 | 新建仓 |
| SKYW | SKYWEST INC | $349.15万 | 0.02% | 35,151 | 26,740 | 317.9% | $265.61万 | 加仓 |
| MRK | MERCK & CO INC | $348.98万 | 0.02% | 27,158 | 27,158 | — | $348.98万 | 新建仓 |
| BYD | BOYD GAMING CORP | $343.73万 | 0.02% | 38,914 | -161,973 | -80.6% | -$1,430.71万 | 减仓 |
| AADX | APPLIED AEROSPACE & DEFENSE | $341.70万 | 0.02% | 150,000 | 150,000 | — | $341.70万 | 新建仓 |
| G | GENPACT LIMITED | $334.96万 | 0.02% | 121,804 | 81,322 | 200.9% | $223.64万 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $317.95万 | 0.02% | 83,561 | 83,561 | — | $317.95万 | 新建仓 |
| SUI | SUN CMNTYS INC | $313.62万 | 0.02% | 26,155 | 18,564 | 244.6% | $222.60万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $313.19万 | 0.02% | 24,856 | 24,856 | — | $313.19万 | 新建仓 |
| HOMB | HOME BANCSHARES INC | $310.56万 | 0.02% | 108,779 | 9,689 | 9.8% | $27.66万 | 加仓 |
| SSB | SOUTHSTATE BK CORP | $306.89万 | 0.02% | 30,720 | 30,720 | — | $306.89万 | 新建仓 |
| SEI | SOLARIS ENERGY INFRAS INC | $295.45万 | 0.02% | 36,720 | -96,760 | -72.5% | -$778.53万 | 减仓 |
| TTEK | TETRA TECH INC NEW | $292.29万 | 0.02% | 101,174 | 49,821 | 97.0% | $143.93万 | 加仓 |
| BCPC | BALCHEM CORP | $288.75万 | 0.02% | 17,091 | 14,579 | 580.4% | $246.31万 | 重新持有 |
| TLN | TALEN ENERGY CORP | $286.31万 | 0.02% | 7,451 | -41,503 | -84.8% | -$1,594.79万 | 重新持有 |
| BALL | BALL CORP | $285.26万 | 0.02% | 45,714 | 45,714 | — | $285.26万 | 新建仓 |
| OZK | BANK OZK LITTLE ROCK ARK | $279.92万 | 0.02% | 53,738 | -3,732 | -6.5% | -$19.44万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $276.66万 | 0.02% | 78,262 | -197,367 | -71.6% | -$697.69万 | 减仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $273.74万 | 0.02% | 19,988 | 19,988 | — | $273.74万 | 新建仓 |
| LYB | LYONDELLBASELL INDUSTRIES NV | $273.12万 | 0.02% | 51,875 | 51,875 | — | $273.12万 | 新建仓 |
| WM | WASTE MGMT INC DEL | $271.82万 | 0.02% | 12,196 | -103,734 | -89.5% | -$2,312.02万 | 重新持有 |
| D | DOMINION ENERGY INC | $271.23万 | 0.02% | 39,717 | 39,717 | — | $271.23万 | 新建仓 |
| BKE | BUCKLE INC | $270.89万 | 0.02% | 64,192 | 20,535 | 47.0% | $86.66万 | 加仓 |
| INVA | INNOVIVA INC | $269.97万 | 0.02% | 118,877 | 37,031 | 45.2% | $84.10万 | 加仓 |
| PATK | PATRICK INDS INC | $264.92万 | 0.02% | 29,508 | 29,508 | — | $264.92万 | 新建仓 |
| CRWV | COREWEAVE INC | $263.73万 | 0.02% | 26,495 | 22,574 | 575.7% | $224.70万 | 重新持有 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $260.18万 | 0.02% | 149,099 | 112,479 | 307.2% | $196.28万 | 重新持有 |
| EBAY | EBAY INC. | $251.29万 | 0.02% | 22,487 | 22,487 | — | $251.29万 | 新建仓 |
| POOL | POOL CORP | $244.77万 | 0.02% | 11,390 | -24,697 | -68.4% | -$530.74万 | 减仓 |
| UFPI | UFP INDUSTRIES INC | $244.30万 | 0.02% | 26,923 | 15,325 | 132.1% | $139.06万 | 加仓 |
| MGEE | MGE ENERGY INC | $243.44万 | 0.02% | 29,855 | 29,855 | — | $243.44万 | 新建仓 |
| KYMR | KYMERA THERAPEUTICS INC | $242.83万 | 0.02% | 21,176 | -135,587 | -86.5% | -$1,554.78万 | 减仓 |