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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 148 项
建仓 37
增持 30
减持 18
清仓 63
方向
标的
Δ市值
现股数(环比)
清仓
—
PALO ALTO NETWORKS INC
-$160.4M
0
-100%
减持
CEF
SPROTT PHYSICAL GOLD & SILVE
-$67.7M
54,306
-98%
建仓
NVDA
NVIDIA CORPORATION
+$49.4M
400,000
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
PHYS
SPROTT PHYSICAL GOLD TR
-$35.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$20.2M
506,900
+62%
增持
—
UNITED STATES STL CORP NEW
+$17.8M
14,665,100
+41%
增持
QQQ
INVESCO QQQ TR
+$17.7M
150,900
+277%
清仓
DE
DEERE & CO
-$14.5M
0
-100%
建仓
CORZZ
CORE SCIENTIFIC INC NEW
+$11.2M
1,293,707
增持
—
CHESAPEAKE ENERGY CORP
-$9.8M
1,215,466
+0%
清仓
—
BOOKING HOLDINGS INC
-$9.7M
0
-100%
增持
—
CHESAPEAKE ENERGY CORP
-$9.1M
1,253,627
+1%
清仓
—
INTERDIGITAL INC
-$8.8M
0
-100%
清仓
TM
TOYOTA MOTOR CORP
-$8.1M
0
-100%
清仓
—
HARMONIC INC
-$6.0M
0
-100%
增持
CVX
CHEVRON CORP NEW
+$5.7M
410,889
+167%
建仓
—
ARBOR REALTY TRUST INC
+$5.2M
5,000,000
减持
PSLV
SPROTT PHYSICAL SILVER TR
-$5.1M
103,700
-86%
清仓
—
JAZZ INVESTMENTS I LTD
-$4.9M
0
-100%
增持
ET
ENERGY TRANSFER L P
+$4.5M
725,462
+117%
建仓
CWB
SPDR SER TR
+$4.5M
62,260
清仓
VTR
VENTAS INC
-$4.0M
0
-100%
清仓
—
PIONEER NAT RES CO
-$2.9M
0
-100%
建仓
—
MICROCHIP TECHNOLOGY INC.
+$2.6M
2,500,000
清仓
WMB
WILLIAMS COS INC
-$2.6M
0
-100%
减持
—
CAPRI HOLDINGS LIMITED
+$2.6M
2,020,800
-8%
建仓
DJTWW
TRUMP MEDIA & TECHNOLOGY GRO
+$2.6M
122,016
清仓
—
ZILLOW GROUP INC
-$2.4M
0
-100%
建仓
—
INVESTCORP EUROPE ACQUISITIO
+$2.3M
200,000
减持
PGX
INVESCO EXCH TRADED FD TR II
-$2.3M
141,191
-57%
减持
ACI
ALBERTSONS COS INC
-$2.3M
43,200
-91%
清仓
—
CLARIVATE PLC
-$2.2M
0
-100%
清仓
EQT
EQT CORP
-$2.1M
0
-100%
增持
—
HESS CORP
+$1.9M
1,025,600
+265%
减持
GLD
SPDR GOLD TR
+$1.9M
20,000
-5%
清仓
RIVN
RIVIAN AUTOMOTIVE INC
-$1.5M
0
-100%
减持
—
LIBERTY MEDIA CORP DEL
-$1.4M
131,247
-74%
清仓
KRG
KITE RLTY GROUP TR
-$1.4M
0
-100%
清仓
—
HOLLYSYS AUTOMATION TCHNGY L
-$1.3M
0
-100%
清仓
TUA
SIMPLIFY EXCHANGE TRADED FUN
-$1.1M
0
-100%
减持
—
ENDEAVOR GROUP HLDGS INC
-$1.0M
50,000
-85%
清仓
REXR
REXFORD INDL RLTY INC
-$1.0M
0
-100%
清仓
—
ON SEMICONDUCTOR CORP
-$984.0K
0
-100%
增持
XLE
SELECT SECTOR SPDR TR
-$951.3K
37,900
+275%
清仓
META
META PLATFORMS INC
-$922.6K
0
-100%
减持
MO
ALTRIA GROUP INC
-$888.9K
15,569
-58%
建仓
GS
GOLDMAN SACHS GROUP INC
+$814.2K
1,800
增持
CORZW
CORE SCIENTIFIC INC NEW
+$793.1K
184,567
+511%
清仓
SCHD
SCHWAB STRATEGIC TR
-$774.0K
0
-100%
减持
MSTR
MICROSTRATEGY INC
+$753.2K
12,600
-2%
增持
BABA
ALIBABA GROUP HLDG LTD
+$718.9K
10,008
+0%
建仓
EWT
ISHARES INC
+$715.3K
13,200
增持
KEY
KEYCORP
+$701.6K
78,300
+201%
减持
DJT
TRUMP MEDIA & TECHNOLOGY GRO
-$689.5K
20,000
-29%
减持
—
VISTA OUTDOOR INC
-$669.1K
11,728
-65%
清仓
AVGO
BROADCOM INC
-$662.7K
0
-100%
清仓
BLBD
BLUE BIRD CORP
-$653.9K
0
-100%
建仓
AMZN
AMAZON COM INC
+$612.6K
193,500
清仓
IBIT
ISHARES BITCOIN TR
-$607.0K
0
-100%
减持
—
VALARIS LTD
-$580.2K
77,634
-35%
清仓
—
PIONEER NAT RES CO
-$525.0K
0
-100%
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$498.5K
17,200
建仓
INBX
INHIBRX BIOSCIENCES INC
+$471.5K
33,275
清仓
ON
ON SEMICONDUCTOR CORP
-$463.4K
0
-100%
清仓
HLIT
HARMONIC INC
-$424.6K
0
-100%
清仓
WNC
WABASH NATL CORP
-$423.6K
0
-100%
增持
—
STARWOOD PPTY TR INC
-$420.0K
10,500,000
+9900%
增持
VZ
VERIZON COMMUNICATIONS INC
+$397.2K
37,400
+133%
建仓
ENB
ENBRIDGE INC
+$391.5K
11,000
清仓
BTI
BRITISH AMERN TOB PLC
-$375.1K
0
-100%
清仓
C
CITIGROUP INC
-$359.9K
0
-100%
增持
—
SABLE OFFSHORE CORP
+$352.4K
159,562
+25%
清仓
GE
GENERAL ELECTRIC CO
-$351.1K
0
-100%
清仓
PANW
PALO ALTO NETWORKS INC
-$346.4K
0
-100%
清仓
D
DOMINION ENERGY INC
-$339.4K
0
-100%
建仓
ILMN
ILLUMINA INC
+$313.1K
3,000
清仓
ATMU
ATMUS FILTRATION TECHNOLOGIE
-$312.1K
0
-100%
清仓
—
BERRY GLOBAL GROUP INC
-$302.0K
0
-100%
清仓
PAAS
PAN AMERN SILVER CORP
-$301.6K
0
-100%
建仓
F
FORD MTR CO DEL
+$290.9K
23,200
建仓
LQDA
LIQUIDIA CORPORATION
+$277.2K
23,100
清仓
TRN
TRINITY INDS INC
-$272.8K
0
-100%
建仓
—
TIDEWATER INC NEW
+$270.3K
25,692
清仓
LAMR
LAMAR ADVERTISING CO NEW
-$262.7K
0
-100%
清仓
SQM
SOCIEDAD QUIMICA Y MINERA DE
-$250.7K
0
-100%
清仓
TFC
TRUIST FINL CORP
-$249.5K
0
-100%
增持
STHO
STAR HLDGS
-$246.6K
351,518
+1%
建仓
CMA
COMERICA INC
+$245.0K
4,800
清仓
—
ROYAL CARIBBEAN GROUP
-$243.3K
0
-100%
清仓
SU
SUNCOR ENERGY INC NEW
-$236.2K
0
-100%
建仓
IP
INTERNATIONAL PAPER CO
+$226.6K
5,252
清仓
—
BRIGHTSPRING HEALTH SVCS INC
-$225.0K
0
-100%
增持
PBR
PETROLEO BRASILEIRO SA PETRO
+$220.2K
26,019
+152%
清仓
—
FUSION PHARMACEUTICALS INC
-$213.2K
0
-100%
建仓
TLSIW
TRISALUS LIFE SCIENCES INC
+$211.1K
115,989
增持
T
AT&T INC
-$207.3K
86,400
+4%
建仓
SMR
NUSCALE PWR CORP
+$204.6K
17,500
清仓
—
SHYFT GROUP INC
-$203.8K
0
-100%
清仓
SPG
SIMON PPTY GROUP INC NEW
-$203.4K
0
-100%
建仓
GRAL
GRAIL INC
+$174.8K
11,376
减持
PCT
PURECYCLE TECHNOLOGIES INC
+$164.1K
650,000
-4%
清仓
WU
WESTERN UN CO
-$155.2K
0
-100%
建仓
—
POLESTAR AUTOMOTIVE HLDG UK
+$146.5K
152,700
建仓
RITM
RITHM CAPITAL CORP
+$142.9K
13,100
增持
VALE
VALE S A
-$134.7K
154,000
+4%
清仓
—
IB ACQUISITION CORP
-$125.1K
0
-100%
建仓
—
IRIS ENERGY LTD
+$112.9K
10,000
清仓
AGNC
AGNC INVT CORP
-$108.9K
0
-100%
建仓
—
NUSCALE PWR CORP
+$101.7K
36,460
清仓
TSLA
TESLA INC
-$82.3K
0
-100%
增持
SBSW
SIBANYE STILLWATER LTD
+$74.5K
49,600
+65%
增持
—
CHESAPEAKE ENERGY CORP
-$74.1K
8,537
+0%
建仓
YPF
YPF SOCIEDAD ANONIMA
+$67.7K
22,000
增持
—
GLATFELTER CORPORATION
-$56.6K
134,149
+10%
建仓
MNST
MONSTER BEVERAGE CORP NEW
+$55.0K
100,000
减持
—
BROOGE ENERGY LTD
-$53.1K
28,082
-22%
建仓
CORZ
CORE SCIENTIFIC INC NEW
+$49.5K
39,600
建仓
—
NORDIC AMERICAN TANKERS LIMI
+$47.0K
11,800
增持
NLOP
NET LEASE OFFICE PROPERTIES
+$43.9K
37,971
+1%
增持
—
CUTERA INC
-$40.3K
1,750,000
+9900%
建仓
WMS
ADVANCED DRAIN SYS INC DEL
+$38.1K
10,000
清仓
PEP
PEPSICO INC
-$34.5K
0
-100%
增持
NPWR/WS
NET POWER INC
-$30.5K
51,469
+1%
建仓
MPT
MEDICAL PPTYS TRUST INC
+$28.6K
39,900
增持
PFE
PFIZER INC
+$26.5K
10,569
+9%
增持
—
VERITONE INC
-$23.1K
1,500,000
+9900%
建仓
GDX
VANECK ETF TRUST
+$18.1K
20,000
增持
OXY
OCCIDENTAL PETE CORP
+$16.4K
48,996
+4%
建仓
GDXJ
VANECK ETF TRUST
+$16.0K
16,200
清仓
—
DIH HLDG US INC
-$15.0K
0
-100%
清仓
—
SIRIUS XM HOLDINGS INC
-$14.4K
0
-100%
清仓
—
CHIJET MTR CO INC.
-$10.1K
0
-100%
清仓
UPS
UNITED PARCEL SERVICE INC
-$8.4K
0
-100%
清仓
—
EXXON MOBIL CORP
-$7.9K
0
-100%
清仓
AAPL
APPLE INC
-$7.9K
0
-100%
减持
—
ABACUS LIFE INC
+$6.6K
120,231
-1%
增持
TLT
ISHARES TR
+$6.1K
40,000
+18%
建仓
SNOW
SNOWFLAKE INC
+$5.8K
18,700
清仓
LULU
LULULEMON ATHLETICA INC
-$4.8K
0
-100%
建仓
EL
LAUDER ESTEE COS INC
+$4.8K
20,000
清仓
PDD
PDD HOLDINGS INC
-$4.5K
0
-100%
清仓
CMI
CUMMINS INC
-$4.5K
0
-100%
减持
MSAIW
MULTISENSOR AI HOLDINGS INC
-$3.3K
53,100
-44%
清仓
ADBE
ADOBE INC
-$2.3K
0
-100%
建仓
INTC
INTEL CORP
+$1.7K
84,900
减持
—
BROOGE ENERGY LTD
-$1.3K
1,008,189
-1%
清仓
NKE
NIKE INC
-$676
0
-100%
增持
JNJ
JOHNSON & JOHNSON
+$621
27,300
+34%
