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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 44
增持 19
减持 18
清仓 69
方向
标的
Δ市值
现股数(环比)
清仓
MSFT
MICROSOFT CORP
-$267.1M
0
-100%
建仓
—
PALO ALTO NETWORKS INC
+$160.4M
561,890
清仓
GOOG
ALPHABET INC
-$99.5M
0
-100%
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。
清仓
AMD
ADVANCED MICRO DEVICES INC
-$74.5M
0
-100%
减持
C
CITIGROUP INC
-$72.0M
5,691
-100%
减持
AAPL
APPLE INC
-$68.3M
75,000
-91%
清仓
NVDA
NVIDIA CORPORATION
-$61.9M
0
-100%
清仓
MCD
MCDONALDS CORP
-$59.4M
0
-100%
清仓
AMZN
AMAZON COM INC
-$45.5M
0
-100%
增持
PHYS
SPROTT PHYSICAL GOLD TR
+$29.4M
2,023,920
+479%
清仓
IWM
ISHARES TR
-$29.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$23.2M
313,200
+864%
清仓
IBM
INTERNATIONAL BUSINESS MACHS
-$18.1M
0
-100%
增持
—
CHESAPEAKE ENERGY CORP
+$16.7M
1,212,683
+0%
清仓
OXY/WS
OCCIDENTAL PETE CORP
-$16.2M
0
-100%
增持
—
CHESAPEAKE ENERGY CORP
+$15.7M
1,245,296
+0%
增持
CEF
SPROTT PHYSICAL GOLD & SILVE
+$13.3M
3,385,362
+17%
增持
DE
DEERE & CO
+$13.1M
35,300
+938%
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$11.2M
733,705
-66%
建仓
—
STARWOOD PPTY TR INC
+$11.1M
105,000
减持
AVGO
BROADCOM INC
-$11.1M
500
-95%
增持
—
UNITED STATES STL CORP NEW
+$11.0M
10,419,400
+483%
建仓
—
BOOKING HOLDINGS INC
+$9.7M
50,000
建仓
—
INTERDIGITAL INC
+$8.8M
68,230
建仓
TM
TOYOTA MOTOR CORP
+$8.1M
64,400
建仓
MSTR
MICROSTRATEGY INC
+$6.1M
12,901
建仓
—
HARMONIC INC
+$6.0M
38,000
建仓
—
JAZZ INVESTMENTS I LTD
+$4.9M
50,000
清仓
CCI
CROWN CASTLE INC
-$4.9M
0
-100%
清仓
USFD
US FOODS HLDG CORP
-$4.3M
0
-100%
清仓
ILMN
ILLUMINA INC
-$4.3M
0
-100%
建仓
VTR
VENTAS INC
+$4.0M
91,000
清仓
BYND
BEYOND MEAT INC
-$3.9M
0
-100%
建仓
PGX
INVESCO EXCH TRADED FD TR II
+$3.9M
327,270
减持
CVX
CHEVRON CORP NEW
-$3.5M
153,733
-45%
建仓
—
CAPRI HOLDINGS LIMITED
+$3.4M
2,202,800
减持
OXY
OCCIDENTAL PETE CORP
+$3.1M
47,266
-12%
清仓
CME
CME GROUP INC
-$2.9M
0
-100%
建仓
—
PIONEER NAT RES CO
+$2.9M
10,000
建仓
—
ZILLOW GROUP INC
+$2.4M
20,000
清仓
—
SPLUNK INC
-$2.3M
0
-100%
建仓
—
CLARIVATE PLC
+$2.2M
75,000
建仓
EQT
EQT CORP
+$2.1M
56,713
增持
WMB
WILLIAMS COS INC
+$2.1M
107,500
+234%
增持
ACI
ALBERTSONS COS INC
+$1.9M
458,030
+2954%
减持
—
LIBERTY MEDIA CORP DEL
+$1.9M
513,307
-7%
减持
SPG
SIMON PPTY GROUP INC NEW
-$1.8M
1,300
-91%
减持
MO
ALTRIA GROUP INC
+$1.6M
36,637
-84%
清仓
INTC
INTEL CORP
-$1.6M
0
-100%
建仓
RIVN
RIVIAN AUTOMOTIVE INC
+$1.5M
135,222
清仓
USB
US BANCORP DEL
-$1.4M
0
-100%
建仓
KRG
KITE RLTY GROUP TR
+$1.4M
62,500
清仓
MU
MICRON TECHNOLOGY INC
-$1.3M
0
-100%
减持
VALE
VALE S A
-$1.2M
147,500
-41%
清仓
ARKK
ARK ETF TR
-$1.2M
0
-100%
清仓
EWT
ISHARES INC
-$1.2M
0
-100%
清仓
BP
BP PLC
-$1.2M
0
-100%
增持
T
AT&T INC
+$1.1M
82,900
+654%
清仓
GILD
GILEAD SCIENCES INC
-$1.0M
0
-100%
增持
—
HOLLYSYS AUTOMATION TCHNGY L
+$1.0M
50,000
+400%
清仓
EFA
ISHARES TR
-$1.0M
0
-100%
建仓
REXR
REXFORD INDL RLTY INC
+$1.0M
20,000
清仓
—
SCORPIO TANKERS INC
-$1.0M
0
-100%
清仓
—
CUTERA INC
-$994.3K
0
-100%
建仓
—
ON SEMICONDUCTOR CORP
+$984.0K
10,000
清仓
HBAN
HUNTINGTON BANCSHARES INC
-$912.5K
0
-100%
清仓
KRE
SPDR SER TR
-$906.7K
0
-100%
建仓
NLOP
NET LEASE OFFICE PROPERTIES
+$890.9K
37,434
清仓
—
LIBERTY MEDIA CORP DEL
-$867.9K
0
-100%
增持
CMI
CUMMINS INC
-$861.6K
20,000
+456%
清仓
ARE
ALEXANDRIA REAL ESTATE EQ IN
-$837.9K
0
-100%
清仓
GDXJ
VANECK ETF TRUST
-$835.0K
0
-100%
减持
—
CUTERA INC
-$787.1K
17,500
-100%
增持
—
VISTA OUTDOOR INC
+$774.9K
33,882
+201%
建仓
SCHD
SCHWAB STRATEGIC TR
+$774.0K
9,600
清仓
—
STELLANTIS N.V
-$743.4K
0
-100%
清仓
GDX
VANECK ETF TRUST
-$737.6K
0
-100%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$709.7K
28,200
减持
XLE
SELECT SECTOR SPDR TR
+$699.5K
10,100
-76%
增持
STHO
STAR HLDGS
-$661.6K
347,207
+0%
建仓
BLBD
BLUE BIRD CORP
+$653.9K
17,056
清仓
VST
VISTRA CORP
-$625.0K
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$607.0K
15,000
清仓
MDLZ
MONDELEZ INTL INC
-$599.8K
0
-100%
减持
AGNC
AGNC INVT CORP
-$580.7K
11,000
-91%
增持
ET
ENERGY TRANSFER L P
+$580.2K
334,231
+1%
清仓
NTR
NUTRIEN LTD
-$537.1K
0
-100%
清仓
RITM
RITHM CAPITAL CORP
-$503.6K
0
-100%
清仓
—
EQUITRANS MIDSTREAM CORP
-$494.7K
0
-100%
清仓
—
SPIRIT AIRLS INC
-$488.3K
0
-100%
清仓
QSR
RESTAURANT BRANDS INTL INC
-$484.2K
0
-100%
清仓
—
TOTALENERGIES SE
-$481.8K
0
-100%
清仓
EPD
ENTERPRISE PRODS PARTNERS L
-$461.3K
0
-100%
清仓
DLR
DIGITAL RLTY TR INC
-$435.6K
0
-100%
建仓
HLIT
HARMONIC INC
+$424.6K
31,592
建仓
WNC
WABASH NATL CORP
+$423.6K
14,148
清仓
AMT
AMERICAN TOWER CORP NEW
-$412.6K
0
-100%
清仓
FLNA
CASSAVA SCIENCES INC
-$409.5K
0
-100%
清仓
PAA
PLAINS ALL AMERN PIPELINE L
-$364.2K
0
-100%
清仓
—
DANAOS CORPORATION
-$360.2K
0
-100%
建仓
GE
GENERAL ELECTRIC CO
+$351.1K
2,000
建仓
PANW
PALO ALTO NETWORKS INC
+$346.4K
1,219
清仓
OIH
VANECK ETF TRUST
-$343.0K
0
-100%
减持
D
DOMINION ENERGY INC
+$338.5K
6,900
-72%
建仓
—
SABLE OFFSHORE CORP
+$328.9K
127,482
清仓
TRIP
TRIPADVISOR INC
-$328.6K
0
-100%
清仓
—
VITAL ENERGY INC
-$325.4K
0
-100%
清仓
PFFD
GLOBAL X FDS
-$320.8K
0
-100%
建仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
+$312.1K
9,678
清仓
KNF
KNIFE RIVER CORP
-$306.3K
0
-100%
建仓
—
BERRY GLOBAL GROUP INC
+$302.0K
4,993
清仓
LQDA
LIQUIDIA CORPORATION
-$301.8K
0
-100%
建仓
PAAS
PAN AMERN SILVER CORP
+$301.6K
20,000
清仓
SMH
VANECK ETF TRUST
-$298.9K
0
-100%
清仓
JPM
JPMORGAN CHASE & CO
-$289.5K
0
-100%
减持
ON
ON SEMICONDUCTOR CORP
+$276.0K
6,300
-93%
清仓
CM
CANADIAN IMPERIAL BK COMM TO
-$273.7K
0
-100%
建仓
TRN
TRINITY INDS INC
+$272.8K
9,796
清仓
MPLX
MPLX LP
-$265.8K
0
-100%
增持
VZ
VERIZON COMMUNICATIONS INC
+$264.7K
16,048
+47%
清仓
MS
MORGAN STANLEY
-$264.6K
0
-100%
减持
PFE
PFIZER INC
+$264.0K
9,700
-96%
建仓
LAMR
LAMAR ADVERTISING CO NEW
+$262.7K
2,200
建仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
+$250.7K
5,100
建仓
TFC
TRUIST FINL CORP
+$249.5K
6,400
建仓
—
ROYAL CARIBBEAN GROUP
+$243.3K
1,750
建仓
—
GLATFELTER CORPORATION
+$243.1K
121,553
清仓
DXJ
WISDOMTREE TR
-$228.7K
0
-100%
清仓
XLU
SELECT SECTOR SPDR TR
-$228.3K
0
-100%
清仓
CMA
COMERICA INC
-$226.3K
0
-100%
建仓
—
BRIGHTSPRING HEALTH SVCS INC
+$225.0K
5,000
减持
PBR
PETROLEO BRASILEIRO SA PETRO
-$219.1K
10,311
-82%
建仓
—
FUSION PHARMACEUTICALS INC
+$213.2K
10,000
清仓
LBRDK
LIBERTY BROADBAND CORP
-$210.8K
0
-100%
清仓
OMF
ONEMAIN HLDGS INC
-$204.4K
0
-100%
建仓
—
SHYFT GROUP INC
+$203.8K
16,406
增持
—
ENDEAVOR GROUP HLDGS INC
+$198.6K
339,179
+11%
清仓
F
FORD MTR CO DEL
-$188.0K
0
-100%
增持
—
VALARIS LTD
+$173.2K
120,092
+4%
清仓
SHOP
SHOPIFY INC
-$169.3K
0
-100%
清仓
LOW
LOWES COS INC
-$167.4K
0
-100%
建仓
WU
WESTERN UN CO
+$155.2K
11,100
建仓
SBSW
SIBANYE STILLWATER LTD
+$141.3K
30,000
增持
BTI
BRITISH AMERN TOB PLC
+$135.5K
12,300
+50%
清仓
—
MOUNTAIN CREST ACQUSITN CRP
-$134.7K
0
-100%
清仓
SQ
BLOCK INC
-$133.0K
0
-100%
清仓
Z
ZILLOW GROUP INC
-$129.9K
0
-100%
建仓
—
IB ACQUISITION CORP
+$125.1K
12,500
清仓
ULTA
ULTA BEAUTY INC
-$116.0K
0
-100%
减持
—
CHESAPEAKE ENERGY CORP
+$111.1K
8,533
-2%
