13F 申报指南13F 概念全攻略
什么是 SEC Form 13F 申报？美股机构大户持股全攻略
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
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CIK: 0001725690
申报总市值
US$3.8亿
US$3.8亿
578 檔
4.7%
根据最新整理的 13F 季度数据集，Bridgefront Capital, LLC 于 Q2 2025 结束时的管理资产规模为 US$3.8亿。该机构在本季度申报了 578 档美股持仓，呈现出该时期的主要投资地图。
Bridgefront Capital, LLC 在 Q2 2025 进行了结构性的板块轮动与仓位换股。在开立 80 个全新仓位及加仓 33 档持股的同时，亦同步清仓 71 档并减仓 16 档标的。
在资产配置集中度方面，Bridgefront Capital, LLC 的前 5 大核心持股（包含 MA, INTU, JBL 等）合计占整体申报市值的 4.7%，反映机构在主要关键仓位上的权重分布。
仅显示前 200 大持股（共 578 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MA | Mastercard Inc - A | 股票-金融 | 1.08% | -0.30% | +39.13% | |
| 2 | INTU | Intuit Inc | 股票-科技 | 1.02% | +0.06% | NEW | |
| 3 | JBL | Jabil Inc | 股票-科技 | 0.92% | — | — | |
| 4 | SCHW | Schwab (charles) CORP | 股票-金融 | 0.88% | -0.29% | EXIT | |
| 5 | CPB | THE Campbell's Company | 股票-非周期性消费 | 0.80% | — | — | |
| 6 | SPGI | S&p Global Inc | 股票-金融 | 0.78% | +0.38% | NEW | |
| 7 | ANET | Arista Networks Inc | 股票-科技 | 0.76% | -0.10% | +244.21% | |
| 8 | DHR | Danaher CORP | 股票-医疗保健 | 0.71% | +0.03% | +43.67% | |
| 9 | ISRG | Intuitive Surgical Inc | 股票-医疗保健 | 0.69% | +0.02% | +364.31% | |
| 10 | KVUE | Kenvue Inc | 股票-非周期性消费 | 0.67% | — | — | |
| 11 | ABBV | Abbvie Inc | 股票-医疗保健 | 0.63% | — | — | |
| 12 | ETR | Entergy CORP | 股票-公用事业 | 0.63% | — | +10.13% | |
| 13 | ADC | Agree Realty CORP | 股票-房地产 | 0.61% | +0.15% | +42.88% | |
| 14 | PG | Procter & Gamble Co/the | 股票-非周期性消费 | 0.60% | — | +177.86% | |
| 15 | LNG | Cheniere Energy Inc | 股票-能源 | 0.57% | -0.61% | EXIT | |
| 16 | OC | Owens Corning | 股票-工业 | 0.57% | +0.06% | NEW | |
| 17 | TMO | Thermo Fisher Scientific Inc | 股票-医疗保健 | 0.57% | -0.45% | EXIT | |
| 18 | C | Citigroup Inc | 股票-金融 | 0.55% | +0.17% | +47.27% | |
| 19 | IT | Gartner Inc | 股票-科技 | 0.53% | +0.24% | +135.70% | |
| 20 | TTWO | Take-two Interactive Softwre | 股票-通信服务 | 0.52% | -1.06% | EXIT | |
| 21 | MDB | Mongodb Inc | 股票-科技 | 0.51% | +0.20% | NEW | |
| 22 | EXE | Expand Energy CORP | 股票-能源 | 0.51% | -0.60% | EXIT | |
| 23 | GM | General Motors Co | 股票-周期性消费 | 0.50% | -0.33% | +200.58% | |
| 24 | TPR | Tapestry Inc | 股票-周期性消费 | 0.50% | -0.35% | +47.43% | |
| 25 | EQIX | Equinix Inc | 股票-房地产 | 0.49% | +0.27% | -24.83% | |
| 26 | CMCSA | Comcast Corp-class A | 股票-通信服务 | 0.47% | -0.19% | EXIT | |
| 27 | WTW | Willis Towers Watson Public Limited Company | 股票-金融 | 0.47% | — | — | |
| 28 | ALLY | Ally Financial Inc | 股票-金融 | 0.47% | — | +290.00% | |
| 29 | EFX | Equifax Inc | 股票-工业 | 0.46% | +0.17% | NEW | |
| 30 | ADSK | Autodesk Inc | 股票-科技 | 0.45% | -0.42% | EXIT | |
| 31 | SPG | Simon Property Group Inc | 股票-房地产 | 0.44% | — | +91.50% | |
| 32 | SFM | Sprouts Farmers Market Inc | 股票-非周期性消费 | 0.44% | -0.08% | EXIT | |
| 33 | GEV | GE Vernova Inc | 股票-工业 | 0.43% | — | — | |
| 34 | DRI | Darden Restaurants Inc | 股票-周期性消费 | 0.43% | -0.05% | EXIT | |
| 35 | NDSN | Nordson CORP | 股票-工业 | 0.43% | — | — | |
| 36 | EPAM | Epam Systems Inc | 股票-科技 | 0.43% | -0.22% | EXIT | |
| 37 | CLX | Clorox Company | 股票-非周期性消费 | 0.43% | -0.83% | EXIT | |
| 38 | EW | Edwards Lifesciences CORP | 股票-医疗保健 | 0.42% | +0.10% | NEW | |
| 39 | DOV | Dover CORP | 股票-工业 | 0.42% | — | +25.59% | |
| 40 | XYL | Xylem Inc | 股票-工业 | 0.40% | — | +581.38% | |
| 41 | PATH | Uipath Inc - Class A | 股票-科技 | 0.40% | +0.01% | — | |
| 42 | BSX | Boston Scientific CORP | 股票-医疗保健 | 0.39% | -0.38% | -31.25% | |
| 43 | TEL | TE Connectivity plc | 股票-科技 | 0.39% | — | — | |
| 44 | GE | General Electric | 股票-工业 | 0.38% | -0.19% | +174.33% | |
| 45 | 6D8 | Dupont De Nemours Inc | 股票-其他 | 0.38% | -0.57% | EXIT | |
| 46 | CRH | CRH plc | 股票-原材料 | 0.37% | -0.05% | EXIT | |
| 47 | PNC | Pnc Financial Services Group | 股票-金融 | 0.37% | — | — | |
| 48 | CMI | Cummins Inc | 股票-工业 | 0.36% | — | -29.91% | |
| 49 | MTZ | Mastec Inc | 股票-工业 | 0.36% | — | — | |
| 50 | BAC | Bank Of America CORP | 股票-金融 | 0.36% | — | -24.39% |
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | JBL | Jabil Inc | +0.9% | NEW | 新建仓 |
| 2 | CPB | THE Campbell's Company | +0.8% | NEW | 新建仓 |
| 3 | KVUE | Kenvue Inc | +0.7% | NEW | 新建仓 |
| 4 | SCHW | Schwab (charles) CORP | +0.7% | +281.24% | 加仓 |
| 5 | ABBV | Abbvie Inc | +0.6% | NEW | 新建仓 |
| 6 | ANET | Arista Networks Inc | +0.6% | +244.21% | 加仓 |
| 7 | SPGI | S&p Global Inc | +0.6% | +286.61% | 加仓 |
| 8 | ISRG | Intuitive Surgical Inc | +0.5% | +364.31% | 加仓 |
| 9 | TTWO | Take-two Interactive Softwre | +0.5% | NEW | 新建仓 |
| 10 | CMCSA | Comcast Corp-class A | +0.5% | NEW | 新建仓 |
| 11 | WTW | Willis Towers Watson Public Limited Company | +0.5% | NEW | 新建仓 |
| 12 | EFX | Equifax Inc | +0.5% | NEW | 新建仓 |
| 13 | GEV | GE Vernova Inc | +0.4% | NEW | 新建仓 |
| 14 | NDSN | Nordson CORP | +0.4% | NEW | 新建仓 |
| 15 | LNG | Cheniere Energy Inc | +0.4% | +252.08% | 加仓 |
| 16 | PATH | Uipath Inc - Class A | +0.4% | NEW | 新建仓 |
| 17 | TEL | TE Connectivity plc | +0.4% | NEW | 新建仓 |
| 18 | CRH | CRH plc | +0.4% | NEW | 新建仓 |
| 19 | PNC | Pnc Financial Services Group | +0.4% | NEW | 新建仓 |
| 20 | MTZ | Mastec Inc | +0.4% | NEW | 新建仓 |
| 21 | PG | Procter & Gamble Co/the | +0.4% | +177.86% | 加仓 |
| 22 | ALLY | Ally Financial Inc | +0.4% | +290.00% | 加仓 |
| 23 | TTEK | Tetra Tech Inc | +0.4% | NEW | 新建仓 |
| 24 | DUOL | Duolingo | +0.4% | NEW | 新建仓 |
| 25 | XYL | Xylem Inc | +0.3% | +581.38% | 加仓 |
| 26 | RSG | Republic Services Inc | +0.3% | NEW | 新建仓 |
| 27 | GM | General Motors Co | +0.3% | +200.58% | 加仓 |
| 28 | RS | Reliance Inc | +0.3% | NEW | 新建仓 |
| 29 | KEL | Kellanova | +0.3% | NEW | 新建仓 |
| 30 | PINS | Pinterest Inc- Class A | +0.3% | NEW | 新建仓 |
| 31 | PRMB | Primo Brands CORP | +0.3% | NEW | 新建仓 |
| 32 | FTI | TechnipFMC plc | +0.3% | NEW | 新建仓 |
| 33 | FIVE | Five Below | +0.3% | NEW | 新建仓 |
| 34 | STX | Seagate Technology Holdings plc | +0.3% | NEW | 新建仓 |
| 35 | P | Everpure Inc-a | +0.3% | NEW | 新建仓 |
| 36 | UNP | Union Pacific CORP | +0.3% | NEW | 新建仓 |
| 37 | FERG | Ferguson Enterprises Inc | +0.3% | NEW | 新建仓 |
| 38 | POOL | Pool CORP | +0.3% | NEW | 新建仓 |
| 39 | OVV | Ovintiv Inc | +0.3% | NEW | 新建仓 |
| 40 | ULTA | Ulta Beauty Inc | +0.3% | NEW | 新建仓 |
| 41 | MKC | Mccormick & Co-non Vtg Shrs | +0.3% | NEW | 新建仓 |
| 42 | FCN | Fti Consulting Inc | +0.3% | NEW | 新建仓 |
| 43 | CF | Cf Industries Holdings Inc | +0.3% | NEW | 新建仓 |
| 44 | IT | Gartner Inc | +0.3% | +135.70% | 加仓 |
| 45 | TMO | Thermo Fisher Scientific Inc | +0.3% | +154.74% | 加仓 |
| 46 | MDB | Mongodb Inc | +0.3% | +90.55% | 加仓 |
| 47 | DRI | Darden Restaurants Inc | +0.3% | +174.89% | 加仓 |
| 48 | WDC | Western Digital CORP | +0.3% | NEW | 新建仓 |
| 49 | BMY | Bristol-myers Squibb Co | +0.3% | NEW | 新建仓 |
| 50 | TTD | Trade Desk Inc/the -class A | +0.3% | NEW | 新建仓 |
根据 SEC 官方 Form 13F 申报备案，Bridgefront Capital, LLC 在 Q2 2025 季度的美股持仓总市值约为 US$3.8亿，共申报了 578 个公开持股仓位。
在 Q2 2025 季度，Bridgefront Capital, LLC 按市值排列的前三大核心持股分别为：MA (1.1%)、INTU (1.0%)、JBL (0.9%)。其中最大持股仓位 MA 占据整体投资组合约 1.1% 的权重。
精选 AlphaSMO 大户持股与内部人交易深度分析，提升投资决策胜率
完整解读 Form 13F 申报规范、1 亿美元门槛与 45 天延迟申报机制，学会如何追踪顶级对冲基金与机构法人持仓动向。
本季最大新建仓标的
JBL
市值: US$348.9万
本季最大获利了结 / 清仓标的
ICE
前期市值: US$275.1万
在 Q2 2025 季度中，Bridgefront Capital, LLC 共进行了 200 项持仓异动，包含新建仓 80 个仓位、加仓 33 个仓位、减仓 16 个仓位以及清仓 71 个仓位。 其中最大新建仓标的为 JBL。 本季清仓仓位包含 ICE。
本页面所有持股数据均直接同步自美国证券交易委员会（SEC）EDGAR 官方系统之 13F-HR / 13F-HR/A 季度申报文件。AlphaSMO 通过机器解析 CUSIP 与个股对照，提供 100% 精准对齐的历史时序数据集，并支持 Schema.org 结构化数据格式。
解析公司高管、董事与 10% 大股东之 Form 4 内部人交易申报，掌握高管自家股票买卖第一手信号。
深入剖析 5% 股权申报门槛、13D 与 13G 之差异，以及最新 SEC 申报时程规范，洞察机构法人的激进投资动向。