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BLUEFIN CAPITAL MANAGEMENT, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
BLUEFIN CAPITAL MANAGEMENT, LLC
报告期 2026-03-31 · CIK 0001144208
持仓数
121
前50大市值合计
$146.1M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
23Q4 调仓
2023-09-30 → 2023-12-31 · 共 150 项
建仓 58
增持 34
减持 28
清仓 30
方向
标的
Δ市值
现股数(环比)
减持
EEM
ISHARES TR
-$382.7M
400,600
-98%
建仓
GOOG
ALPHABET INC
+$99.5M
1,399,900
增持
AMD
ADVANCED MICRO DEVICES INC
+$74.5M
1,000,000
+4900%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
C
CITIGROUP INC
+$72.0M
2,802,800
+3827%
清仓
—
PIONEER NAT RES CO
-$66.1M
0
-100%
建仓
NVDA
NVIDIA CORPORATION
+$61.9M
250,000
增持
AAPL
APPLE INC
+$60.0M
795,700
+245%
增持
MCD
MCDONALDS CORP
+$59.4M
400,400
+1502%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$42.7M
2,884,611
+290%
清仓
FXI
ISHARES TR
-$38.8M
0
-100%
清仓
—
VMWARE INC
-$36.5M
0
-100%
增持
MSFT
MICROSOFT CORP
-$31.9M
1,400,000
+24%
增持
AMZN
AMAZON COM INC
+$30.3M
618,700
+359%
减持
IWM
ISHARES TR
+$29.0M
393,900
-38%
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$18.1M
210,250
清仓
—
SEAGEN INC
-$18.0M
0
-100%
增持
PSLV
SPROTT PHYSICAL SILVER TR
+$11.7M
2,127,364
+187%
增持
—
CHESAPEAKE ENERGY CORP
-$11.2M
1,244,676
+0%
增持
AVGO
BROADCOM INC
+$10.8M
10,500
+807%
增持
—
CHESAPEAKE ENERGY CORP
-$10.7M
1,207,516
+0%
清仓
—
ACTIVISION BLIZZARD INC
-$9.5M
0
-100%
建仓
CVX
CHEVRON CORP NEW
+$7.4M
277,441
清仓
CWB
SPDR SER TR
-$5.6M
0
-100%
清仓
MCHI
ISHARES TR
-$5.3M
0
-100%
建仓
CCI
CROWN CASTLE INC
+$4.9M
53,000
建仓
ILMN
ILLUMINA INC
+$4.3M
113,234
清仓
—
INFINERA CORP
-$4.2M
0
-100%
减持
—
EQUITRANS MIDSTREAM CORP
-$3.4M
459,300
-61%
增持
MO
ALTRIA GROUP INC
-$3.3M
235,500
+81%
减持
EWT
ISHARES INC
-$3.0M
42,900
-55%
减持
SPY
SPDR S&P 500 ETF TR
-$3.0M
32,500
-95%
建仓
CME
CME GROUP INC
+$2.9M
13,700
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$2.9M
349,812
+84%
减持
USFD
US FOODS HLDG CORP
-$2.7M
252,027
-67%
清仓
—
EQRX INC
-$2.6M
0
-100%
增持
—
UNITED STATES STL CORP NEW
+$2.6M
1,788,134
+2756%
清仓
—
ALTERYX INC
-$2.4M
0
-100%
建仓
VALE
VALE S A
+$2.4M
250,000
清仓
CRTO
CRITEO S A
-$2.3M
0
-100%
减持
OXY/WS
OCCIDENTAL PETE CORP
-$2.2M
423,836
-0%
建仓
—
ENDEAVOR GROUP HLDGS INC
+$2.2M
305,528
减持
F
FORD MTR CO DEL
-$2.1M
15,231
-95%
清仓
EQT
EQT CORP
-$2.1M
0
-100%
增持
—
LIBERTY MEDIA CORP DEL
+$1.9M
554,902
+71%
清仓
—
DROPBOX INC
-$1.9M
0
-100%
清仓
SRPT
SAREPTA THERAPEUTICS INC
-$1.8M
0
-100%
增持
SPG
SIMON PPTY GROUP INC NEW
+$1.8M
13,875
+561%
建仓
USB
US BANCORP DEL
+$1.4M
47,000
建仓
DE
DEERE & CO
+$1.4M
3,400
建仓
MU
MICRON TECHNOLOGY INC
+$1.3M
15,600
减持
TLT
ISHARES TR
-$1.3M
80,000
-48%
增持
—
SPLUNK INC
+$1.2M
1,531,200
+74%
建仓
—
CUTERA INC
+$1.2M
4,590,000
建仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
+$1.2M
50,000
增持
PCT
PURECYCLE TECHNOLOGIES INC
+$1.1M
750,000
+275%
减持
KWEB
KRANESHARES TR
-$1.0M
19,900
-48%
清仓
FDX
FEDEX CORP
-$1.0M
0
-100%
建仓
GILD
GILEAD SCIENCES INC
+$1.0M
12,700
减持
EFA
ISHARES TR
+$1.0M
13,400
-58%
建仓
—
SCORPIO TANKERS INC
+$1.0M
16,500
建仓
—
CUTERA INC
+$994.3K
2,550,000
减持
—
CHIJET MTR CO INC.
-$942.8K
10,584
-98%
建仓
HBAN
HUNTINGTON BANCSHARES INC
+$912.5K
106,200
建仓
KRE
SPDR SER TR
+$906.7K
17,024
减持
—
NORDIC AMERICAN TANKERS LIMI
-$868.3K
13,000
-94%
清仓
PLTR
PALANTIR TECHNOLOGIES INC
-$849.8K
0
-100%
建仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
+$837.9K
6,500
建仓
GDXJ
VANECK ETF TRUST
+$835.0K
51,100
增持
ET
ENERGY TRANSFER L P
+$765.2K
332,493
+31%
建仓
GDX
VANECK ETF TRUST
+$737.6K
44,500
清仓
EWY
ISHARES INC
-$719.4K
0
-100%
清仓
—
BROOKFIELD INFRASTRUCTURE CO
-$706.9K
0
-100%
建仓
—
HESS CORP
+$702.7K
366,100
建仓
AGNC
AGNC INVT CORP
+$689.6K
127,800
减持
GLD
SPDR GOLD TR
-$674.2K
11,000
-69%
减持
STHO
STAR HLDGS
+$652.8K
345,938
-4%
建仓
—
PIONEER NAT RES CO
+$629.6K
2,800
建仓
VST
VISTRA CORP
+$625.0K
16,100
增持
—
EXXON MOBIL CORP
-$621.1K
37,500
+608%
建仓
MDLZ
MONDELEZ INTL INC
+$599.8K
8,300
增持
ARKK
ARK ETF TR
+$582.8K
134,131
+19%
建仓
WMB
WILLIAMS COS INC
+$563.2K
32,200
建仓
NTR
NUTRIEN LTD
+$537.1K
9,500
清仓
SJM
SMUCKER J M CO
-$507.5K
0
-100%
建仓
RITM
RITHM CAPITAL CORP
+$503.6K
46,500
建仓
QSR
RESTAURANT BRANDS INTL INC
+$484.2K
6,200
建仓
—
TOTALENERGIES SE
+$481.8K
7,200
增持
BP
BP PLC
+$470.3K
56,600
+203%
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$448.7K
56,411
-32%
建仓
DLR
DIGITAL RLTY TR INC
+$435.6K
3,200
清仓
PFF
ISHARES TR
-$422.1K
0
-100%
增持
—
LIBERTY MEDIA CORP DEL
+$415.2K
30,241
+70%
建仓
AMT
AMERICAN TOWER CORP NEW
+$412.6K
1,900
建仓
FLNA
CASSAVA SCIENCES INC
+$409.5K
17,977
减持
INTC
INTEL CORP
+$399.8K
64,100
-3%
清仓
—
TILRAY BRANDS INC
-$397.5K
0
-100%
减持
META
META PLATFORMS INC
-$386.6K
9,600
-53%
减持
MPLX
MPLX LP
-$379.8K
7,300
-74%
清仓
—
KAYNE ANDERSON NEXTGEN ENRGY
-$360.4K
0
-100%
建仓
—
DANAOS CORPORATION
+$360.2K
4,900
增持
PFE
PFIZER INC
-$353.1K
270,100
+2401%
清仓
—
HORIZON THERAPEUTICS PUB L
-$347.1K
0
-100%
建仓
OIH
VANECK ETF TRUST
+$343.0K
1,100
清仓
—
ZIM INTEGRATED SHIPPING SERV
-$340.0K
0
-100%
减持
CMI
CUMMINS INC
-$338.1K
3,600
-32%
建仓
—
VISTA OUTDOOR INC
+$335.7K
11,240
建仓
—
VITAL ENERGY INC
+$325.4K
7,000
建仓
PFFD
GLOBAL X FDS
+$320.8K
16,418
建仓
KEY
KEYCORP
+$317.0K
21,800
建仓
KNF
KNIFE RIVER CORP
+$306.3K
4,569
建仓
LQDA
LIQUIDIA CORPORATION
+$301.8K
25,000
建仓
SMH
VANECK ETF TRUST
+$298.9K
1,700
建仓
CM
CANADIAN IMPERIAL BK COMM TO
+$273.7K
5,700
减持
TSLA
TESLA INC
-$270.5K
68,800
-43%
建仓
—
HOLLYSYS AUTOMATION TCHNGY L
+$265.0K
10,000
增持
—
VERITONE INC
-$261.3K
2,000,000
+9900%
清仓
ALKT
ALKAMI TECHNOLOGY INC
-$260.5K
0
-100%
增持
TRIP
TRIPADVISOR INC
+$247.3K
532,000
+92%
增持
EWZ
ISHARES INC
-$240.3K
42,183
+306%
增持
—
VALARIS LTD
-$235.6K
115,120
+1%
建仓
DXJ
WISDOMTREE TR
+$228.7K
2,600
减持
XLU
SELECT SECTOR SPDR TR
+$228.0K
3,600
-64%
建仓
CMA
COMERICA INC
+$226.3K
4,000
清仓
ABBV
ABBVIE INC
-$223.6K
0
-100%
减持
—
VINFAST AUTO LTD
-$217.4K
41,050
-45%
清仓
—
KALEYRA INC
-$214.4K
0
-100%
建仓
LBRDK
LIBERTY BROADBAND CORP
+$210.8K
2,600
增持
PAA
PLAINS ALL AMERN PIPELINE L
+$207.9K
24,100
+136%
建仓
OMF
ONEMAIN HLDGS INC
+$204.4K
4,100
增持
GHI
GREYSTONE HOUSING IMPACT INV
+$198.2K
102,773
+3%
增持
XLE
SELECT SECTOR SPDR TR
-$197.9K
41,500
+730%
建仓
ON
ON SEMICONDUCTOR CORP
+$187.3K
85,095
建仓
T
AT&T INC
+$184.1K
11,000
减持
—
CHESAPEAKE ENERGY CORP
-$176.8K
8,722
-9%
清仓
NPWR
NET POWER INC
-$172.6K
0
-100%
清仓
—
FLAME ACQUISITION CORP
-$172.3K
0
-100%
建仓
SHOP
SHOPIFY INC
+$169.3K
34,300
建仓
LOW
LOWES COS INC
+$167.4K
40,000
清仓
—
ABCAM PLC
-$146.4K
0
-100%
增持
—
SPIRIT AIRLS INC
+$141.4K
408,800
+142%
减持
SU
SUNCOR ENERGY INC NEW
-$137.1K
8,100
-30%
建仓
—
MOUNTAIN CREST ACQUSITN CRP
+$134.7K
16,815
减持
SQ
BLOCK INC
+$130.2K
41,800
-42%
建仓
Z
ZILLOW GROUP INC
+$129.9K
63,001
建仓
ULTA
ULTA BEAUTY INC
+$116.0K
22,100
增持
VZ
VERIZON COMMUNICATIONS INC
+$110.5K
10,900
+18%
减持
ACI
ALBERTSONS COS INC
-$110.2K
15,000
-25%
增持
—
BROOGE ENERGY LTD
-$108.6K
61,182
+6%
减持
EPD
ENTERPRISE PRODS PARTNERS L
-$97.1K
17,600
-14%
建仓
PDD
PDD HOLDINGS INC
+$87.2K
11,000
