JAG CAPITAL MANAGEMENT, LLC
ST LOUIS MO · SEC CIK 0001080374
$10.68亿2026Q2 申报市值
152持仓数
48.6%前十大占比 · 第一大 8.7%
23 / 24新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
CASY 加仓+$1,843.12万
MCK 新建仓+$1,606.93万
ALAB 新建仓+$1,193.25万
APG 加仓+$1,189.65万
TWLO 新建仓+$1,185.41万
2026Q2 卖出最多 按季末市值估算
INTC 减仓-$1,807.46万
MA 减仓-$1,737.27万
ISRG 清仓-$1,607.43万
TKO 清仓-$1,523.49万
ASML 减仓-$1,356.60万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| EMR | Emerson Electric Company | $61.80万 | 0.06% | 4,317 | 3 | 0.1% | $429 | 加仓 |
| WMB | Williams Companies | $61.85万 | 0.06% | 8,320 | 0 | 0.0% | — | 不变 |
| CBSH | Commerce Bancshares Inc | $64.45万 | 0.06% | 11,161 | 54 | 0.5% | $3,118 | 加仓 |
| NVMI | Nova Ltd | $65.21万 | 0.06% | 1,201 | 43 | 3.7% | $2.33万 | 加仓 |
| ALNT | Allient Inc | $71.17万 | 0.07% | 6,914 | 1,807 | 35.4% | $18.60万 | 加仓 |
| SBUX | Starbucks Corporation | $78.83万 | 0.07% | 7,715 | 1 | 0.0% | $102 | 加仓 |
| USB | U. S. Bancorp | $84.63万 | 0.08% | 14,011 | 31 | 0.2% | $1,872 | 加仓 |
| TER | Teradyne Inc | $90.82万 | 0.09% | 1,877 | -315 | -14.4% | -$15.24万 | 减仓 |
| ULS | UL Solutions Inc Class A | $95.27万 | 0.09% | 9,353 | 171 | 1.9% | $1.74万 | 加仓 |
| TSLA | Tesla Motors Inc 看涨期权 | $105.15万 | 0.10% | 2,500 | -200 | -7.4% | -$8.41万 | 减仓 |
| PM | Philip Morris International In | $107.66万 | 0.10% | 5,951 | 3 | 0.1% | $543 | 加仓 |
| AEE | Ameren Corporation | $108.74万 | 0.10% | 9,620 | -49 | -0.5% | -$5,539 | 减仓 |
| VIG | Vanguard Dividend Appreciation | $111.26万 | 0.10% | 4,702 | -26 | -0.5% | -$6,152 | 减仓 |
| VEA | Vanguard Tax Managed Fund FTSE | $119.80万 | 0.11% | 16,814 | -3,461 | -17.1% | -$24.66万 | 减仓 |
| VB | Vanguard Small-Cap Index Fund | $122.61万 | 0.11% | 4,045 | -582 | -12.6% | -$17.64万 | 减仓 |
| CASS | Cass Information Systems Inc. | $131.31万 | 0.12% | 25,586 | 10 | 0.0% | $513 | 加仓 |
| ADBE | Adobe Inc | $180.46万 | 0.17% | 8,802 | 57 | 0.7% | $1.17万 | 加仓 |
| ORCL | Oracle Corporation | $189.16万 | 0.18% | 12,908 | 10,052 | 352.0% | $147.31万 | 加仓 |
| IQV | IQVIA Hldgs Inc | $219.34万 | 0.21% | 11,352 | 78 | 0.7% | $1.51万 | 加仓 |
| PEP | PepsiCo Inc | $252.10万 | 0.24% | 18,619 | 128 | 0.7% | $1.73万 | 加仓 |
| DXCM | DexCom Inc | $281.64万 | 0.26% | 41,817 | 41,817 | — | $281.64万 | 新建仓 |
| SFNC | Simmons First Natl Corp Cl A | $290.78万 | 0.27% | 128,380 | 1,418 | 1.1% | $3.21万 | 加仓 |
| KO | Coca-Cola Company | $294.20万 | 0.28% | 36,200 | -161 | -0.4% | -$1.31万 | 减仓 |
| BALL | Ball Corp | $294.35万 | 0.28% | 47,171 | 23,251 | 97.2% | $145.09万 | 加仓 |
| QCOM | Qualcomm Inc | $311.38万 | 0.29% | 16,851 | 105 | 0.6% | $1.94万 | 加仓 |
| PG | Procter & Gamble Company | $325.02万 | 0.30% | 22,165 | 102 | 0.5% | $1.50万 | 加仓 |
| LOW | Lowe's Companies Inc | $326.89万 | 0.31% | 14,825 | 106 | 0.7% | $2.34万 | 加仓 |
| GILD | Gilead Sciences Inc | $330.03万 | 0.31% | 26,123 | -95,304 | -78.5% | -$1,204.05万 | 减仓 |
| UNP | Union Pacific Corporation | $330.59万 | 0.31% | 12,154 | 79 | 0.7% | $2.15万 | 加仓 |
| DIS | Disney Walt Company | $339.05万 | 0.32% | 35,225 | 232 | 0.7% | $2.23万 | 加仓 |
| BRK/B | Berkshire Hathaway Inc Class | $346.82万 | 0.32% | 6,931 | -80 | -1.1% | -$4.00万 | 减仓 |
| ALK | Alaska Air Group | $348.49万 | 0.33% | 66,761 | 466 | 0.7% | $2.43万 | 加仓 |
| LH | Labcorp Holdings Inc | $351.65万 | 0.33% | 12,559 | 92 | 0.7% | $2.58万 | 加仓 |
| NFLX | Netflix Inc | $352.31万 | 0.33% | 49,343 | -50,745 | -50.7% | -$362.32万 | 重新持有 |
| DE | Deere & Company | $426.50万 | 0.40% | 6,724 | 183 | 2.8% | $11.61万 | 加仓 |
| V | Visa Inc Class A | $471.10万 | 0.44% | 13,731 | 95 | 0.7% | $3.26万 | 加仓 |
| MA | Mastercard Inc Class A | $515.28万 | 0.48% | 10,033 | -33,826 | -77.1% | -$1,737.27万 | 减仓 |
| AXP | American Express Company | $560.89万 | 0.53% | 16,582 | -5,731 | -25.7% | -$193.85万 | 减仓 |
| URI | United Rentals Inc | $730.79万 | 0.68% | 6,451 | -2,699 | -29.5% | -$305.75万 | 减仓 |
| GOOG | Alphabet Inc Class C | $767.15万 | 0.72% | 21,712 | -3,576 | -14.1% | -$126.35万 | 减仓 |
| SPOT | Spotify Technology SA | $797.46万 | 0.75% | 17,369 | 17,369 | — | $797.46万 | 新建仓 |
| SPCX | Space Exploration Technologies | $888.03万 | 0.83% | 51,974 | 51,974 | — | $888.03万 | 新建仓 |
| XPO | XPO Inc | $939.12万 | 0.88% | 45,746 | -19,555 | -29.9% | -$401.44万 | 减仓 |
| UNH | UnitedHealth Group Inc | $947.39万 | 0.89% | 22,794 | 22,794 | — | $947.39万 | 新建仓 |
| WMT | Walmart Inc | $1,028.30万 | 0.96% | 90,791 | 78,705 | 651.2% | $891.41万 | 加仓 |
| DELL | Dell Technologies Inc Class C | $1,055.18万 | 0.99% | 24,456 | 24,456 | — | $1,055.18万 | 新建仓 |
| NOW | ServiceNow Inc | $1,079.31万 | 1.01% | 108,714 | 85,470 | 367.7% | $848.55万 | 加仓 |
| BE | Bloom Energy Corporation Clas | $1,104.19万 | 1.03% | 36,478 | 31,715 | 665.9% | $960.01万 | 加仓 |
| TWLO | Twilio Inc Class A | $1,185.41万 | 1.11% | 57,452 | 57,452 | — | $1,185.41万 | 新建仓 |
| ALAB | Astera Labs Inc | $1,193.25万 | 1.12% | 24,704 | 24,704 | — | $1,193.25万 | 新建仓 |
| AMD | Advanced Micro Devices Inc | $1,211.31万 | 1.13% | 20,852 | -18,489 | -47.0% | -$1,074.04万 | 减仓 |
| APG | APi Group Corporation | $1,280.51万 | 1.20% | 302,363 | 280,910 | 1,309.4% | $1,189.65万 | 加仓 |
| CAT | Caterpillar Inc | $1,552.97万 | 1.45% | 14,583 | 2,092 | 16.7% | $222.78万 | 加仓 |
| VRT | Vertiv Holdings Company Class | $1,600.71万 | 1.50% | 47,808 | -33,073 | -40.9% | -$1,107.35万 | 减仓 |
| MCK | McKesson Corp. | $1,606.93万 | 1.50% | 21,267 | 21,267 | — | $1,606.93万 | 新建仓 |
| INTC | Intel Corporation | $1,801.60万 | 1.69% | 129,027 | -129,447 | -50.1% | -$1,807.46万 | 减仓 |
| CASY | Casey's General Stores Inc | $1,982.44万 | 1.86% | 24,943 | 23,190 | 1,322.9% | $1,843.12万 | 加仓 |
| TTWO | Take -Two Interactive Software | $2,007.44万 | 1.88% | 80,304 | -21,078 | -20.8% | -$526.91万 | 重新持有 |
| MU | Micron Technology Inc | $2,036.98万 | 1.91% | 17,647 | -11,677 | -39.8% | -$1,347.86万 | 减仓 |
| ROK | Rockwell Automation Inc | $2,141.37万 | 2.00% | 43,253 | -11,343 | -20.8% | -$561.57万 | 减仓 |
| META | Meta Platforms Inc Class A | $2,238.62万 | 2.10% | 39,742 | -22,531 | -36.2% | -$1,269.15万 | 减仓 |
| NTRA | Natera Inc | $2,351.11万 | 2.20% | 86,613 | 1,522 | 1.8% | $41.31万 | 加仓 |
| GS | Goldman Sachs Group Inc | $2,410.32万 | 2.26% | 23,832 | 260 | 1.1% | $26.30万 | 加仓 |
| ASML | ASML Holding NV | $2,455.37万 | 2.30% | 12,342 | -6,819 | -35.6% | -$1,356.60万 | 减仓 |
| TSM | Taiwan Semiconductor Manufactu | $2,555.67万 | 2.39% | 53,514 | -855 | -1.6% | -$40.83万 | 减仓 |
| LLY | Eli Lilly & Company | $2,671.77万 | 2.50% | 22,275 | 18 | 0.1% | $2.16万 | 加仓 |
| TSLA | Tesla Motors Inc | $2,759.85万 | 2.58% | 65,617 | -27,948 | -29.9% | -$1,175.49万 | 减仓 |
| CSCO | Cisco Systems Inc | $2,865.03万 | 2.68% | 243,915 | -92,448 | -27.5% | -$1,085.90万 | 减仓 |
| COST | Costco Wholesale Corporation | $3,007.53万 | 2.82% | 32,150 | 7,820 | 32.1% | $731.54万 | 加仓 |
| AMAT | Applied Materials Inc | $3,822.79万 | 3.58% | 52,874 | -16,387 | -23.7% | -$1,184.78万 | 减仓 |
| AVGO | Broadcom Inc | $4,422.77万 | 4.14% | 117,082 | 8,296 | 7.6% | $313.38万 | 加仓 |
| MSFT | Microsoft Corporation | $5,404.98万 | 5.06% | 144,898 | -9,478 | -6.1% | -$353.55万 | 减仓 |
| AMZN | Amazon.com Inc | $6,152.56万 | 5.76% | 258,142 | 46,532 | 22.0% | $1,109.04万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $6,253.37万 | 5.85% | 174,983 | -708 | -0.4% | -$25.30万 | 减仓 |
| NVDA | NVIDIA Corporation | $7,975.02万 | 7.46% | 398,571 | -2,379 | -0.6% | -$47.60万 | 减仓 |
| AAPL | Apple Inc | $9,265.36万 | 8.67% | 320,202 | 38,485 | 13.7% | $1,113.60万 | 加仓 |