JAG CAPITAL MANAGEMENT, LLC
ST LOUIS MO · SEC CIK 0001080374
$8.89亿2026Q1 申报市值
149持仓数
50.4%前十大占比 · 第一大 8.0%
18 / 10新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AMAT 加仓+$1,603.95万
MSFT 加仓+$1,389.44万
XPO 加仓+$1,183.76万
INTC 新建仓+$1,140.64万
SNPS 新建仓+$960.08万
2026Q1 卖出最多 按季末市值估算
MU 减仓-$1,555.99万
UBER 清仓-$1,286.75万
FICO 清仓-$1,262.56万
PLTR 减仓-$1,202.67万
AMD 减仓-$934.52万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| TTWO | Take -Two Interactive Software | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| UBER | Uber Technologies Inc | $0 | 0.00% | 0 | -157,478 | -100.0% | -$1,286.75万 | 清仓 |
| FICO | Fair Isaac Corp | $0 | 0.00% | 0 | -7,468 | -100.0% | -$1,262.56万 | 清仓 |
| NFLX | Netflix Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| BSX | Boston Scientific Corporation | $0 | 0.00% | 0 | -78,955 | -100.0% | -$752.84万 | 清仓 |
| SNDK | SanDisk Corporation | $0 | 0.00% | 0 | -1,501 | -100.0% | -$35.63万 | 清仓 |
| — | Frontier Communications Parent | $0 | 0.00% | 0 | -8,186 | -100.0% | -$31.16万 | 清仓 |
| TLN | Talen Energy Corporation | $0 | 0.00% | 0 | -814 | -100.0% | -$30.51万 | 清仓 |
| ROKU | Roku Inc Cl A | $0 | 0.00% | 0 | -2,523 | -100.0% | -$27.37万 | 清仓 |
| CRM | Salesforce Inc | $0 | 0.00% | 0 | -891 | -100.0% | -$23.60万 | 清仓 |
| RMBS | Rambus Inc | $0 | 0.00% | 0 | -2,563 | -100.0% | -$23.55万 | 清仓 |
| ADP | Automatic Data Processing Inc | $0 | 0.00% | 0 | -821 | -100.0% | -$21.12万 | 清仓 |
| QQQ | Invesco QQQ Trust Series 1 | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ABBV | AbbVie Inc | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | Zion Oil & Gas | $1.15万 | 0.00% | 33,000 | 2,000 | 6.5% | $694 | 加仓 |
| — | Liberty Media Corporation Sen | $1.31万 | 0.00% | 327,000 | -6,000 | -1.8% | -$240 | 减仓 |
| EOSE | Eos Energy Enterprises Inc 看涨期权 | $6.45万 | 0.01% | 13,000 | 8,500 | 188.9% | $4.22万 | 加仓 |
| PLTR | Palantir Technologies Inc Cla 看涨期权 | $7.31万 | 0.01% | 500 | 100 | 25.0% | $1.46万 | 重新持有 |
| INTC | Intel Corporation 看涨期权 | $8.83万 | 0.01% | 2,000 | 2,000 | — | $8.83万 | 新建仓 |
| — | Flaherty & Crumrine Pfd Income | $11.48万 | 0.01% | 12,700 | 0 | 0.0% | — | 不变 |
| UNP | Union Pacific Corporation 看涨期权 | $12.13万 | 0.01% | 500 | -1,000 | -66.7% | -$24.26万 | 减仓 |
| AVGO | Broadcom Inc 看涨期权 | $12.38万 | 0.01% | 400 | 200 | 100.0% | $6.19万 | 加仓 |
| AMZN | Amazon.com Inc 看涨期权 | $12.50万 | 0.01% | 600 | 600 | — | $12.50万 | 新建仓 |
| BABA | Alibaba Grp Shs ADR 看涨期权 | $12.55万 | 0.01% | 1,000 | -100 | -9.1% | -$1.25万 | 减仓 |
| BMNR | BitMine Immersion Technologies | $13.71万 | 0.02% | 6,933 | 1,835 | 36.0% | $3.63万 | 加仓 |
| BMNR | BitMine Immersion Technologies 看涨期权 | $15.82万 | 0.02% | 8,000 | 2,000 | 33.3% | $3.96万 | 加仓 |
| JPM | J P Morgan Chase & Company | $20.59万 | 0.02% | 700 | 700 | — | $20.59万 | 新建仓 |
| ORCL | Oracle Corporation 看涨期权 | $20.60万 | 0.02% | 1,400 | 300 | 27.3% | $4.41万 | 加仓 |
| GE | General Electric Company | $20.78万 | 0.02% | 732 | 0 | 0.0% | — | 不变 |
| CIEN | Ciena Corporation | $21.12万 | 0.02% | 544 | -2,560 | -82.5% | -$99.39万 | 减仓 |
| — | Arbor Realty Trust Inc Cumula | $21.15万 | 0.02% | 12,710 | -167 | -1.3% | -$2,779 | 减仓 |
| BABA | Alibaba Grp Shs ADR | $21.33万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| RIG | Transocean Inc | $21.45万 | 0.02% | 32,349 | 32,349 | — | $21.45万 | 新建仓 |
| GEV | GE Vernova Inc | $21.74万 | 0.02% | 249 | 249 | — | $21.74万 | 新建仓 |
| RGEN | Repligen Corp | $22.81万 | 0.03% | 1,936 | 590 | 43.8% | $6.95万 | 加仓 |
| STX | Seagate Technology Hldgs PB Lt | $23.09万 | 0.03% | 590 | 590 | — | $23.09万 | 新建仓 |
| AXON | Axon Enterprise Inc | $24.29万 | 0.03% | 572 | -13,709 | -96.0% | -$582.21万 | 减仓 |
| IWM | iShares Russell 2000 ETF | $24.68万 | 0.03% | 995 | 4 | 0.4% | $992 | 加仓 |
| SCHD | Schwab US Dividend Equity ETF | $25.88万 | 0.03% | 8,435 | 8,435 | — | $25.88万 | 新建仓 |
| DOW | Dow Inc | $27.25万 | 0.03% | 6,543 | 6,543 | — | $27.25万 | 新建仓 |
| WELL | Welltower Inc | $27.52万 | 0.03% | 1,392 | 192 | 16.0% | $3.80万 | 加仓 |
| — | Enterprise Financial Services | $28.66万 | 0.03% | 14,750 | 0 | 0.0% | — | 不变 |
| SPY | S&P 500 Depositary Receipt | $29.35万 | 0.03% | 451 | -6 | -1.3% | -$3,905 | 减仓 |
| VWO | Vanguard Emerging Markets ETF | $29.36万 | 0.03% | 5,432 | 0 | 0.0% | — | 不变 |
| LSCC | Lattice Semiconductor Corp | $29.44万 | 0.03% | 3,174 | 3,174 | — | $29.44万 | 新建仓 |
| CRS | Carpenter Technology Corp | $30.11万 | 0.03% | 764 | -260 | -25.4% | -$10.25万 | 减仓 |
| ALNT | Allient inc | $30.18万 | 0.03% | 5,107 | 246 | 5.1% | $1.45万 | 加仓 |
| IBM | International Business Machine | $30.38万 | 0.03% | 1,253 | 0 | 0.0% | — | 不变 |
| IVW | iShares S&P 500 Growth ETF | $30.63万 | 0.03% | 2,708 | 0 | 0.0% | — | 不变 |
| QCRH | QCR Holdings Inc | $30.98万 | 0.03% | 3,625 | 0 | 0.0% | — | 不变 |
| IDCC | InterDigital Inc PA | $31.47万 | 0.04% | 1,042 | 15 | 1.5% | $4,530 | 加仓 |
| MRK | Merck & Co Inc New | $32.43万 | 0.04% | 2,696 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company | $32.49万 | 0.04% | 1,632 | 22 | 1.4% | $4,380 | 加仓 |
| C | Citigroup Inc | $32.49万 | 0.04% | 2,865 | 2 | 0.1% | $227 | 加仓 |
| VZ | Verizon Communications | $33.20万 | 0.04% | 6,614 | 1 | 0.0% | $50 | 加仓 |
| NVDA | NVIDIA Corporation 看涨期权 | $34.88万 | 0.04% | 2,000 | 1,300 | 185.7% | $22.67万 | 加仓 |
| — | Hermes International SCA ADR | $34.91万 | 0.04% | 1,840 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $35.70万 | 0.04% | 1,460 | 300 | 25.9% | $7.34万 | 加仓 |
| VBR | Vanguard Small-Cap Value ETF | $35.95万 | 0.04% | 1,655 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp. | $36.15万 | 0.04% | 1,260 | 0 | 0.0% | — | 不变 |
| GH | Guardant Health Inc | $36.60万 | 0.04% | 3,962 | -998 | -20.1% | -$9.22万 | 减仓 |
| MSFT | Microsoft Corporation 看涨期权 | $37.02万 | 0.04% | 1,000 | 1,000 | — | $37.02万 | 新建仓 |
| — | Exxon Mobil Corporation | $37.83万 | 0.04% | 2,230 | 2 | 0.1% | $339 | 加仓 |
| MLI | Mueller Industries Inc | $38.49万 | 0.04% | 3,474 | 3,474 | — | $38.49万 | 新建仓 |
| FIX | Comfort Systems USA Inc | $39.16万 | 0.04% | 284 | -197 | -41.0% | -$27.17万 | 减仓 |
| ELAN | Elanco Animal Health Inc | $39.54万 | 0.04% | 16,522 | 4,548 | 38.0% | $10.88万 | 加仓 |
| MTZ | MasTec Inc | $39.57万 | 0.04% | 1,230 | -413 | -25.1% | -$13.29万 | 减仓 |
| AMGN | Amgen Incorporated | $40.17万 | 0.05% | 1,142 | 3 | 0.3% | $1,055 | 加仓 |
| RTX | RTX Corporation | $40.68万 | 0.05% | 2,109 | 2,109 | — | $40.68万 | 新建仓 |
| T | A T & T Inc | $40.73万 | 0.05% | 14,049 | 5 | 0.0% | $145 | 加仓 |
| ATMU | Atmus Filtration Technologies | $40.80万 | 0.05% | 7,187 | 1,557 | 27.7% | $8.84万 | 加仓 |
| ORCL | Oracle Corporation | $42.01万 | 0.05% | 2,856 | 657 | 29.9% | $9.66万 | 加仓 |
| FSLY | Fastly Inc Cl A | $42.15万 | 0.05% | 14,505 | 14,505 | — | $42.15万 | 新建仓 |
| MCD | McDonalds Corporation | $42.65万 | 0.05% | 1,372 | 0 | 0.0% | — | 不变 |
| GRBK | Green Brick Partners Inc | $42.65万 | 0.05% | 6,618 | 6,618 | — | $42.65万 | 新建仓 |
| EFSC | Enterprise Financial Services | $42.78万 | 0.05% | 7,905 | -4,280 | -35.1% | -$23.16万 | 减仓 |
| ON | ON Semiconductor Corp | $44.51万 | 0.05% | 7,188 | 2,035 | 39.5% | $12.60万 | 重新持有 |
| JBL | Jabil Inc | $47.57万 | 0.05% | 1,791 | 26 | 1.5% | $6,906 | 加仓 |
| EOSE | Eos Energy Enterprises Inc | $48.38万 | 0.05% | 97,550 | 8,725 | 9.8% | $4.33万 | 加仓 |
| BAC | Bank of America Corporation | $48.97万 | 0.06% | 10,046 | 15 | 0.1% | $731 | 加仓 |
| PLTR | Palantir Technologies Inc Cla | $49.18万 | 0.06% | 3,362 | -82,217 | -96.1% | -$1,202.67万 | 减仓 |
| NVMI | Nova Ltd | $50.29万 | 0.06% | 1,158 | 1,158 | — | $50.29万 | 新建仓 |
| AGX | Argan Inc | $51.36万 | 0.06% | 943 | 13 | 1.4% | $7,080 | 加仓 |
| CVX | Chevron Corporation | $52.12万 | 0.06% | 2,519 | 1,025 | 68.6% | $21.21万 | 加仓 |
| NEE | NextEra Energy Inc | $53.29万 | 0.06% | 5,738 | 0 | 0.0% | — | 不变 |
| CBSH | Commerce Bancshares Inc | $54.64万 | 0.06% | 11,107 | 61 | 0.6% | $3,001 | 加仓 |
| USFD | US Foods Holdings Corporation | $55.10万 | 0.06% | 5,975 | -6,149 | -50.7% | -$56.70万 | 重新持有 |
| EMR | Emerson Electric Company | $56.52万 | 0.06% | 4,314 | 149 | 3.6% | $1.95万 | 加仓 |
| SHW | Sherwin-Williams Co | $56.92万 | 0.06% | 1,776 | 4 | 0.2% | $1,282 | 加仓 |
| WMB | Williams Companies | $60.55万 | 0.07% | 8,320 | 0 | 0.0% | — | 不变 |
| HD | Home Depot Inc | $62.80万 | 0.07% | 1,909 | 8 | 0.4% | $2,632 | 加仓 |
| BE | Bloom Energy Corporation Clas | $64.53万 | 0.07% | 4,763 | 1,701 | 55.6% | $23.05万 | 加仓 |
| TER | Teradyne Inc | $64.98万 | 0.07% | 2,192 | -1,003 | -31.4% | -$29.73万 | 减仓 |
| NOC | Northrop Grumman Corp | $67.15万 | 0.08% | 984 | 100 | 11.3% | $6.82万 | 加仓 |
| SBUX | Starbucks Corporation | $69.11万 | 0.08% | 7,714 | 1 | 0.0% | $90 | 加仓 |
| USB | U. S. Bancorp | $72.71万 | 0.08% | 13,980 | 32 | 0.2% | $1,664 | 加仓 |
| ULS | UL Solutions Inc Class A | $78.70万 | 0.09% | 9,182 | 67 | 0.7% | $5,743 | 加仓 |
| APG | APi Group Corp | $86.93万 | 0.10% | 21,453 | 3,573 | 20.0% | $14.48万 | 加仓 |
| PM | Philip Morris International In | $98.34万 | 0.11% | 5,948 | 3 | 0.1% | $496 | 加仓 |
| TSLA | Tesla Motors Inc 看涨期权 | $100.37万 | 0.11% | 2,700 | 700 | 35.0% | $26.02万 | 加仓 |