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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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 150 项
建仓 106
增持 8
减持 15
清仓 21
方向
标的
Δ市值
现股数(环比)
增持
CRWV
COREWEAVE INC
-$69.8M
6,898,956
+52%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$32.4M
2,173,665
增持
SPY
SPDR S&P 500 ETF TR
+$31.6M
234,800
+36%
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
—
CHART INDS INC
-$22.4M
0
-100%
建仓
SILJ
AMPLIFY ETF TR
+$21.6M
1,155,000
建仓
URA
GLOBAL X FDS
+$18.8M
772,500
减持
CORZ
CORE SCIENTIFIC INC NEW
-$12.3M
2,477,973
-21%
建仓
NFLX
NETFLIX INC
+$9.2M
556,500
建仓
SIL
GLOBAL X FDS
+$7.4M
139,300
增持
QQQ
INVESCO QQQ TR
+$6.9M
350,220
+50%
减持
HYG
ISHARES TR
-$5.1M
54,032
-17%
减持
SOC
SABLE OFFSHORE CORP
-$5.0M
2,144,400
-12%
增持
GLD
SPDR GOLD TR
+$4.2M
112,200
+84%
建仓
CCOI
COGENT COMMUNICATIONS HLDGS
+$4.0M
558,305
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$4.0M
97,498
+245%
建仓
TSLA
TESLA INC
+$3.9M
8,753
清仓
PGX
INVESCO EXCH TRADED FD TR II
-$3.7M
0
-100%
建仓
VALE
VALE S A
+$3.0M
421,200
建仓
LW
LAMB WESTON HLDGS INC
+$2.9M
367,589
减持
CVX
CHEVRON CORP NEW
-$2.8M
5,408
-77%
减持
PSKY
PARAMOUNT SKYDANCE CORP
-$2.5M
822,667
-51%
建仓
UTF
COHEN & STEERS INFRASTRUCTUR
+$2.4M
100,777
建仓
AXP
AMERICAN EXPRESS CO
+$2.4M
6,500
建仓
UPS
UNITED PARCEL SERVICE INC
+$2.3M
43,000
清仓
C
CITIGROUP INC
-$2.1M
0
-100%
建仓
WBD
WARNER BROS DISCOVERY INC
+$2.0M
158,337
建仓
AGNC
AGNC INVT CORP
+$1.9M
420,500
建仓
PGR
PROGRESSIVE CORP
+$1.9M
8,400
建仓
CSCO
CISCO SYS INC
+$1.9M
24,700
建仓
BTI
BRITISH AMERN TOB PLC
+$1.9M
32,700
建仓
EFA
ISHARES TR
+$1.8M
19,230
建仓
PM
PHILIP MORRIS INTL INC
+$1.8M
11,300
建仓
PFE
PFIZER INC
+$1.8M
129,042
建仓
EXE
EXPAND ENERGY CORPORATION
+$1.8M
15,995
建仓
GOOGL
ALPHABET INC
+$1.8M
5,599
建仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$1.7M
5,700
减持
ET
ENERGY TRANSFER L P
-$1.7M
322,636
-28%
减持
LQDA
LIQUIDIA CORPORATION
-$1.6M
212,617
-8%
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.6M
1,800
建仓
FXI
ISHARES TR
+$1.6M
40,700
建仓
DE
DEERE & CO
+$1.5M
3,300
建仓
COPX
GLOBAL X FDS
+$1.5M
20,800
建仓
MPT
MEDICAL PPTYS TRUST INC
+$1.4M
282,400
建仓
QCOM
QUALCOMM INC
+$1.4M
8,230
建仓
SO
SOUTHERN CO
+$1.4M
735,000
减持
EWT
ISHARES INC
-$1.4M
15,417
-58%
清仓
MYE
MYERS INDS INC
-$1.3M
0
-100%
建仓
MS
MORGAN STANLEY
+$1.3M
7,100
减持
IWM
ISHARES TR
+$1.3M
5,100
-75%
建仓
AMGN
AMGEN INC
+$1.2M
3,800
减持
STHO
STAR HLDGS
-$1.2M
100,182
-60%
建仓
VTR
VENTAS INC
+$1.2M
15,400
建仓
ELME
ELME COMMUNITIES
+$1.1M
65,899
建仓
NVDA
NVIDIA CORPORATION
+$1.1M
25,601
增持
CORZW
CORE SCIENTIFIC INC NEW
+$1.1M
163,396
+511%
清仓
F
FORD MTR CO
-$1.1M
0
-100%
增持
GDX
VANECK ETF TRUST
-$970.7K
135,000
+120%
建仓
MO
ALTRIA GROUP INC
+$970.6K
16,833
建仓
GILD
GILEAD SCIENCES INC
+$969.6K
7,900
建仓
NUE
NUCOR CORP
+$962.3K
5,900
建仓
URNM
SPROTT FDS TR
+$927.6K
16,900
建仓
GNW
GENWORTH FINL INC
+$903.0K
100,000
建仓
USB
US BANCORP DEL
+$880.4K
16,500
建仓
FWRD
FORWARD AIR CORP
+$870.8K
106,200
清仓
ORCL
ORACLE CORP
-$843.7K
0
-100%
建仓
HASI
HA SUSTAINABLE INFRA CAP INC
+$817.2K
26,000
建仓
RSP
INVESCO EXCHANGE TRADED FD T
+$812.0K
4,239
建仓
UNF
UNIFIRST CORP MASS
+$771.6K
4,000
建仓
OIH
VANECK ETF TRUST
+$740.4K
2,600
建仓
WMB
WILLIAMS COS INC
+$727.3K
12,100
建仓
LMT
LOCKHEED MARTIN CORP
+$725.5K
1,500
建仓
—
AVIDITY BIOSCIENCES INC
+$721.3K
10,000
建仓
MRP
MILLROSE PPTYS INC
+$716.9K
24,000
建仓
ES
EVERSOURCE ENERGY
+$713.6K
6,500
建仓
GRND
GRINDR INC
+$711.3K
215,523
建仓
FHN
FIRST HORIZON CORPORATION
+$700.3K
29,300
建仓
KBE
SPDR SERIES TRUST
+$679.7K
11,200
建仓
PEP
PEPSICO INC
+$674.5K
4,700
建仓
ITUB
ITAU UNIBANCO HLDG S A
+$663.7K
92,698
建仓
M
MACYS INC
+$653.8K
59,600
建仓
CVS
CVS HEALTH CORP
+$634.9K
8,000
减持
GDXJ
VANECK ETF TRUST
-$628.6K
5,000
-86%
建仓
GOOG
ALPHABET INC
+$627.6K
2,000
建仓
EWJ
ISHARES INC
+$621.7K
7,700
清仓
COMP
COMPASS INC
-$617.2K
0
-100%
建仓
SMH
VANECK ETF TRUST
+$612.2K
1,700
建仓
MCHI
ISHARES TR
+$576.7K
9,600
建仓
TLT
ISHARES TR
+$576.1K
61,600
建仓
COUR
COURSERA INC
+$553.5K
75,200
建仓
TIP
ISHARES TR
+$549.5K
5,000
建仓
BX
BLACKSTONE INC
+$524.1K
3,400
建仓
TMF
DIREXION SHS ETF TR
+$511.3K
13,700
建仓
IEF
ISHARES TR
+$503.6K
5,237
建仓
DIS
DISNEY WALT CO
+$500.6K
4,400
建仓
CAH
CARDINAL HEALTH INC
+$493.2K
2,400
建仓
—
CLEARWATER ANALYTICS HLDGS I
+$482.4K
20,000
建仓
SPG
SIMON PPTY GROUP INC NEW
+$481.3K
2,600
建仓
EPD
ENTERPRISE PRODS PARTNERS L
+$461.7K
14,400
建仓
PLD
PROLOGIS INC.
+$459.6K
3,600
清仓
ENOV
ENOVIS CORPORATION
-$455.1K
0
-100%
建仓
AMT
AMERICAN TOWER CORP NEW
+$438.9K
2,500
建仓
IJR
ISHARES TR
+$412.6K
3,433
建仓
GETY
GETTY IMAGES HOLDINGS INC
+$404.8K
302,086
清仓
MAGN
MAGNERA CORP
-$398.9K
0
-100%
建仓
EWU
ISHARES TR
+$391.4K
8,900
建仓
BP
BP PLC
+$385.5K
11,100
建仓
TIPT
TIPTREE INC
+$379.6K
20,776
建仓
WES
WESTERN MIDSTREAM PARTNERS L
+$359.4K
9,100
建仓
—
SEMLER SCIENTIFIC INC
+$358.4K
23,437
建仓
FSK
FS KKR CAP CORP
+$349.1K
46,000
建仓
SWK
STANLEY BLACK & DECKER INC
+$341.7K
4,600
建仓
KSS
KOHLS CORP
+$340.8K
16,700
建仓
TROW
PRICE T ROWE GROUP INC
+$337.9K
3,300
清仓
—
COMPOSECURE INC
-$334.2K
0
-100%
建仓
OCSL
OAKTREE SPECIALTY LENDING CO
+$326.1K
25,600
建仓
ECHO
ECHOSTAR CORP
+$326.1K
3,000
建仓
XLE
SELECT SECTOR SPDR TR
+$313.0K
7,000
建仓
SBUX
STARBUCKS CORP
+$305.6K
113,300
建仓
T
AT&T INC
+$300.6K
12,100
建仓
IBM
INTERNATIONAL BUSINESS MACHS
+$296.2K
1,000
建仓
INTC
INTEL CORP
+$294.3K
139,700
建仓
RTX
RTX CORPORATION
+$293.4K
1,600
建仓
PFFD
GLOBAL X FDS
+$286.7K
15,159
建仓
—
EXXON MOBIL CORP
+$276.8K
2,300
清仓
OXY
OCCIDENTAL PETE CORP
-$264.9K
0
-100%
建仓
DJT
TRUMP MEDIA & TECHNOLOGY GRO
+$264.8K
20,000
清仓
EBC
EASTERN BANKSHARES INC
-$257.6K
0
-100%
建仓
STLD
STEEL DYNAMICS INC
+$254.2K
1,500
建仓
AEP
AMERICAN ELEC PWR CO INC
+$242.2K
2,100
减持
GENVR
GEN DIGITAL INC
-$241.9K
54,493
-18%
建仓
HAS
HASBRO INC
+$237.8K
2,900
建仓
KEY
KEYCORP
+$237.4K
11,500
建仓
META
META PLATFORMS INC
+$236.3K
358
建仓
STAA
STAAR SURGICAL CO
+$230.9K
10,000
清仓
RAL
RALLIANT CORP
-$218.7K
0
-100%
减持
BITO
PROSHARES TR
-$208.3K
27,600
-43%
建仓
MPLX
MPLX LP
+$202.8K
3,800
清仓
APH
AMPHENOL CORP NEW
-$200.1K
0
-100%
建仓
CSAN
COSAN S A
+$197.5K
50,000
减持
CIFR
CIPHER MINING INC
-$166.8K
13,580
-53%
清仓
NOTVQ
INOTIV INC
-$141.8K
0
-100%
清仓
—
KEZAR LIFE SCIENCES INC
-$131.1K
0
-100%
清仓
CLYM
CLIMB BIO INC
-$120.6K
0
-100%
减持
STIM
NEURONETICS INC
-$87.7K
20,937
-51%
增持
KDKRW
KODIAK AI INC.
+$87.0K
83,940
+116%
清仓
ACRV
ACRIVON THERAPEUTICS INC
-$76.1K
0
-100%
清仓
AVIR
ATEA PHARMACEUTICALS INC
-$70.2K
0
-100%
清仓
—
KELLANOVA
-$61.6K
0
-100%
清仓
PLRX
PLIANT THERAPEUTICS INC
-$61.0K
0
-100%
建仓
KWEB
KRANESHARES TRUST
+$60.0K
120,400
