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Blue Door Asset Management, LLC · 13F 持仓分析
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Blue Door Asset Management, LLC

No.6952
最新持仓市值 (Q2 2026)
$2.12亿
环比变动 Q1 2026
+$5,367.1万+33.8%
持仓股票数
19
新买入
6
加仓
8
减仓
4
清仓
4
持股不变
1
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
FFLEXFLEX
27.21%17.35%$5,776.2万35.6万股$2,751.6万42.0万股-6.4万股-15.21%减仓
WWAYSTARWAY
11.11%12.34%$2,358.9万114.9万股$1,957.2万81.2万股+33.7万股+41.54%加仓
Nice Ltd ADRNICE
9.42%6.67%$1,998.7万22.0万股$1,058.5万9.6万股+12.4万股+129.17%加仓
GXO LOGISTICS INCORPORATEDGXO
8.46%$1,796.3万35.4万股$00股+35.4万股新买入
AGILENT TECHNOLOGIES COMA
8.21%7.75%$1,742.7万13.1万股$1,229.8万10.8万股+2.3万股+21.59%加仓
PPERRIGOPRGO
3.92%2.03%$831.2万80.0万股$322.2万30.0万股+50.0万股+166.67%加仓
WWILLSCOTWSC
3.78%1.81%$801.4万27.8万股$286.4万16.5万股+11.3万股+68.30%加仓
NNextPowerNXT
3.36%11.48%$712.6万6.0万股$1,820.3万15.1万股-9.1万股-60.39%减仓
SSMARTRENT INC COM CL ASMRT
3.33%5.61%$705.9万593.2万股$889.8万593.2万股00.00%持仓不变
AAGCOAGCO
3.15%6.07%$667.9万5.6万股$962.9万8.3万股-2.7万股-32.85%减仓
RRESIDEO TECHNOLOGIES COMREZI
3.09%4.38%$655.2万21.1万股$695.0万20.6万股+4,500股+2.18%加仓
CHAMPION HOMESSKY
3.03%10.44%$643.0万7.3万股$1,655.3万22.3万股-15.0万股-67.21%减仓
I景顺·S&P 500 LOW VOLATILITY ETFSPLV
2.47%$524.3万7.0万股$00股+7.0万股新买入
EPLUSPLUS
2.31%2.31%$490.5万5.9万股$366.0万4.9万股+1.0万股+21.18%加仓
GGE医疗GEHC
2.25%$478.2万7.5万股$00股+7.5万股新买入
F5FFIV
1.64%$348.6万8,380股$00股+8,380股新买入
CNH INDLCNH
1.58%1.3%$335.8万29.9万股$205.5万18.7万股+11.2万股+60.06%加仓
GRAPHIC PACKAGINGGPK
1.07%$228.1万21.6万股$00股+21.6万股新买入
CAVCO INDS DELCVCO
0.63%$132.7万2,160股$00股+2,160股新买入

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