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 |
|---|---|---|---|---|---|---|---|---|
| ISRG | Intuitive Surgical Inc | $0 | 0.00% | 0 | -34,869 | -100.0% | -$1,607.43万 | 清仓 |
| TKO | TKO Group Holdings Inc A | $0 | 0.00% | 0 | -75,551 | -100.0% | -$1,523.49万 | 清仓 |
| SNPS | Synopsys Inc. | $0 | 0.00% | 0 | -24,215 | -100.0% | -$960.08万 | 清仓 |
| MSI | Motorola Solutions Inc | $0 | 0.00% | 0 | -19,543 | -100.0% | -$848.11万 | 清仓 |
| TMO | Thermo Fisher Scientific Inc | $0 | 0.00% | 0 | -16,569 | -100.0% | -$814.42万 | 清仓 |
| CTAS | Cintas Corp | $0 | 0.00% | 0 | -44,391 | -100.0% | -$750.83万 | 清仓 |
| SYF | Synchrony Finl Corp | $0 | 0.00% | 0 | -58,591 | -100.0% | -$398.54万 | 清仓 |
| FDX | Fedex Corporation | $0 | 0.00% | 0 | -9,531 | -100.0% | -$339.46万 | 清仓 |
| AMT | American Tower REIT | $0 | 0.00% | 0 | -9,546 | -100.0% | -$164.74万 | 清仓 |
| ZTS | Zoetis Inc Class A | $0 | 0.00% | 0 | -12,554 | -100.0% | -$148.40万 | 清仓 |
| SHW | Sherwin-Williams Co | $0 | 0.00% | 0 | -1,776 | -100.0% | -$56.92万 | 清仓 |
| GRBK | Green Brick Partners Inc | $0 | 0.00% | 0 | -6,618 | -100.0% | -$42.65万 | 清仓 |
| FSLY | Fastly Inc Cl A | $0 | 0.00% | 0 | -14,505 | -100.0% | -$42.15万 | 清仓 |
| — | Hermes International SCA ADR | $0 | 0.00% | 0 | -1,840 | -100.0% | -$34.91万 | 清仓 |
| NVDA | NVIDIA Corporation 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$34.88万 | 清仓 |
| IDCC | InterDigital Inc PA | $0 | 0.00% | 0 | -1,042 | -100.0% | -$31.47万 | 清仓 |
| DOW | Dow Inc | $0 | 0.00% | 0 | -6,543 | -100.0% | -$27.25万 | 清仓 |
| AXON | Axon Enterprise Inc | $0 | 0.00% | 0 | -572 | -100.0% | -$24.29万 | 清仓 |
| RGEN | Repligen Corp | $0 | 0.00% | 0 | -1,936 | -100.0% | -$22.81万 | 清仓 |
| RIG | Transocean Inc | $0 | 0.00% | 0 | -32,349 | -100.0% | -$21.45万 | 清仓 |
| CIEN | Ciena Corporation | $0 | 0.00% | 0 | -544 | -100.0% | -$21.12万 | 清仓 |
| AMZN | Amazon.com Inc 看涨期权 | $0 | 0.00% | 0 | -600 | -100.0% | -$12.50万 | 清仓 |
| AVGO | Broadcom Inc 看涨期权 | $0 | 0.00% | 0 | -400 | -100.0% | -$12.38万 | 清仓 |
| INTC | Intel Corporation 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$8.83万 | 清仓 |
| — | Zion Oil & Gas | $1.49万 | 0.00% | 33,000 | 0 | 0.0% | — | 不变 |
| — | Liberty Media Corporation Sen | $1.64万 | 0.00% | 327,000 | 0 | 0.0% | — | 不变 |
| SN | SharkNinja Inc 看涨期权 | $4.57万 | 0.00% | 300 | 300 | — | $4.57万 | 新建仓 |
| EOSE | Eos Energy Enterprises Inc 看涨期权 | $7.64万 | 0.01% | 13,000 | 0 | 0.0% | — | 不变 |
| BWXT | BWX Technologies Inc | $9.73万 | 0.01% | 500 | 500 | — | $9.73万 | 新建仓 |
| BMNR | BitMine Immersion Technologies | $9.77万 | 0.01% | 7,343 | 410 | 5.9% | $5,457 | 加仓 |
| BMNR | BitMine Immersion Technologies 看涨期权 | $9.98万 | 0.01% | 7,500 | -500 | -6.2% | -$6,655 | 减仓 |
| BABA | Alibaba Grp Shs ADR 看涨期权 | $10.56万 | 0.01% | 1,100 | 100 | 10.0% | $9,598 | 加仓 |
| — | Flaherty & Crumrine Pfd Income | $11.73万 | 0.01% | 12,700 | 0 | 0.0% | — | 不变 |
| BWXT | BWX Technologies Inc 看涨期权 | $13.63万 | 0.01% | 700 | 700 | — | $13.63万 | 新建仓 |
| BABA | Alibaba Grp Shs ADR | $16.32万 | 0.02% | 1,700 | 0 | 0.0% | — | 不变 |
| — | Arbor Realty Trust Inc Cumula | $19.49万 | 0.02% | 12,210 | -500 | -3.9% | -$7,980 | 减仓 |
| VGK | Vanguard European Stock Index | $20.00万 | 0.02% | 2,259 | 2,259 | — | $20.00万 | 新建仓 |
| COKE | Coca-Cola Cons Inc | $20.16万 | 0.02% | 1,056 | 1,056 | — | $20.16万 | 新建仓 |
| VFLO | VictoryShares Free Cash Flow E | $20.70万 | 0.02% | 4,525 | 4,525 | — | $20.70万 | 新建仓 |
| TGT | Target Corporation | $21.11万 | 0.02% | 1,616 | 1,616 | — | $21.11万 | 新建仓 |
| JAZZ | Jazz Pharmaceuticals Inc | $21.49万 | 0.02% | 892 | 892 | — | $21.49万 | 新建仓 |
| ABBV | AbbVie Inc | $22.83万 | 0.02% | 907 | -2 | -0.2% | -$503 | 重新持有 |
| JPM | J P Morgan Chase & Company | $22.92万 | 0.02% | 700 | 0 | 0.0% | — | 不变 |
| CL | Colgate-Palmolive Company | $24.15万 | 0.02% | 2,634 | -28,113 | -91.4% | -$257.74万 | 减仓 |
| VZ | Verizon Communications | $24.31万 | 0.02% | 5,741 | -873 | -13.2% | -$3.70万 | 减仓 |
| QQQ | Invesco QQQ Trust Series 1 | $24.94万 | 0.02% | 339 | 0 | 0.0% | — | 重新持有 |
| SCHD | Schwab US Dividend Equity ETF | $26.81万 | 0.03% | 8,454 | 19 | 0.2% | $602 | 加仓 |
| HD | Home Depot Inc | $26.87万 | 0.03% | 762 | -1,147 | -60.1% | -$40.45万 | 减仓 |
| — | Exxon Mobil Corporation | $26.89万 | 0.03% | 1,967 | -263 | -11.8% | -$3.60万 | 减仓 |
| UNP | Union Pacific Corporation 看涨期权 | $27.20万 | 0.03% | 1,000 | 500 | 100.0% | $13.60万 | 加仓 |
| WELL | Welltower Inc | $27.24万 | 0.03% | 1,200 | -192 | -13.8% | -$4.36万 | 减仓 |
| GE | General Electric Company | $27.37万 | 0.03% | 732 | 0 | 0.0% | — | 不变 |
| MRK | Merck & Co Inc New | $28.03万 | 0.03% | 2,181 | -515 | -19.1% | -$6.62万 | 减仓 |
| MTZ | MasTec Inc | $28.62万 | 0.03% | 688 | -542 | -44.1% | -$22.55万 | 减仓 |
| T | AT&T Inc | $29.09万 | 0.03% | 14,055 | 6 | 0.0% | $124 | 加仓 |
| GEV | GE Vernova Inc | $29.25万 | 0.03% | 249 | 0 | 0.0% | — | 不变 |
| — | Enterprise Financial Services | $29.81万 | 0.03% | 15,321 | 571 | 3.9% | $1.11万 | 加仓 |
| IWM | iShares Russell 2000 ETF | $29.92万 | 0.03% | 996 | 1 | 0.1% | $300 | 加仓 |
| VWO | Vanguard Emerging Markets ETF | $32.42万 | 0.03% | 5,432 | 0 | 0.0% | — | 不变 |
| PLTR | Palantir Technologies Inc Cla 看涨期权 | $32.67万 | 0.03% | 2,800 | 2,300 | 460.0% | $26.83万 | 加仓 |
| EAT | Brinker International Inc | $32.71万 | 0.03% | 1,947 | 1,947 | — | $32.71万 | 新建仓 |
| ORCL | Oracle Corporation 看涨期权 | $33.71万 | 0.03% | 2,300 | 900 | 64.3% | $13.19万 | 加仓 |
| SPY | S&P 500 Depositary Receipt | $34.03万 | 0.03% | 456 | 5 | 1.1% | $3,731 | 加仓 |
| AGX | Argan Inc | $34.74万 | 0.03% | 435 | -508 | -53.9% | -$40.57万 | 减仓 |
| IBM | International Business Machine | $35.25万 | 0.03% | 1,254 | 1 | 0.1% | $281 | 加仓 |
| QCRH | QCR Holdings Inc | $35.29万 | 0.03% | 3,625 | 0 | 0.0% | — | 不变 |
| BA | Boeing Company | $35.34万 | 0.03% | 1,632 | 0 | 0.0% | — | 不变 |
| FDS | FactSet Research Systems Inc | $36.21万 | 0.03% | 1,574 | 1,574 | — | $36.21万 | 新建仓 |
| MCD | McDonalds Corporation | $36.70万 | 0.03% | 1,358 | -14 | -1.0% | -$3,783 | 减仓 |
| IVW | iShares S&P 500 Growth ETF | $37.24万 | 0.03% | 2,708 | 0 | 0.0% | — | 不变 |
| MSFT | Microsoft Corporation 看涨期权 | $37.30万 | 0.03% | 1,000 | 0 | 0.0% | — | 不变 |
| JNJ | Johnson & Johnson | $37.40万 | 0.04% | 1,472 | 12 | 0.8% | $3,049 | 加仓 |
| ATMU | Atmus Filtration Technologies | $37.77万 | 0.04% | 7,408 | 221 | 3.1% | $1.13万 | 加仓 |
| CVX | Chevron Corporation | $38.08万 | 0.04% | 2,297 | -222 | -8.8% | -$3.68万 | 减仓 |
| VICR | Vicor Corporation | $38.32万 | 0.04% | 1,009 | 1,009 | — | $38.32万 | 新建仓 |
| C | Citigroup Inc | $38.73万 | 0.04% | 2,767 | -98 | -3.4% | -$1.37万 | 减仓 |
| PLTR | Palantir Technologies Inc Cla | $39.22万 | 0.04% | 3,362 | 0 | 0.0% | — | 不变 |
| NSC | Norfolk Southern Corp. | $39.63万 | 0.04% | 1,260 | 0 | 0.0% | — | 不变 |
| FIX | Comfort Systems USA Inc | $39.64万 | 0.04% | 200 | -84 | -29.6% | -$16.65万 | 减仓 |
| RTX | RTX Corporation | $40.01万 | 0.04% | 2,109 | 0 | 0.0% | — | 不变 |
| VBR | Vanguard Small-Cap Value ETF | $40.21万 | 0.04% | 1,655 | 0 | 0.0% | — | 不变 |
| WRBY | Warby Parker Inc Class A | $40.63万 | 0.04% | 13,391 | 13,391 | — | $40.63万 | 新建仓 |
| AMGN | Amgen Incorporated | $41.44万 | 0.04% | 1,144 | 2 | 0.2% | $724 | 加仓 |
| ELAN | Elanco Animal Health Inc | $42.18万 | 0.04% | 17,139 | 617 | 3.7% | $1.52万 | 加仓 |
| BAC | Bank of America Corporation | $42.40万 | 0.04% | 7,442 | -2,604 | -25.9% | -$14.84万 | 减仓 |
| FSS | Federal Signal Corporation | $43.93万 | 0.04% | 3,419 | 3,419 | — | $43.93万 | 新建仓 |
| ON | ON Semiconductor Corp | $44.64万 | 0.04% | 4,722 | -2,466 | -34.3% | -$23.31万 | 减仓 |
| SN | SharkNinja Inc | $46.52万 | 0.04% | 3,055 | 3,055 | — | $46.52万 | 新建仓 |
| CRS | Carpenter Technology Corp | $48.79万 | 0.05% | 791 | 27 | 3.5% | $1.67万 | 加仓 |
| JBL | Jabil Inc | $49.73万 | 0.05% | 1,290 | -501 | -28.0% | -$19.31万 | 减仓 |
| NOC | Northrop Grumman Corp | $50.13万 | 0.05% | 984 | 0 | 0.0% | — | 不变 |
| LSCC | Lattice Semiconductor Corp | $50.35万 | 0.05% | 3,292 | 118 | 3.7% | $1.80万 | 加仓 |
| NEE | NextEra Energy Inc | $50.36万 | 0.05% | 5,738 | 0 | 0.0% | — | 不变 |
| USFD | US Foods Holdings Corporation | $51.71万 | 0.05% | 5,057 | -918 | -15.4% | -$9.39万 | 减仓 |
| EFSC | Enterprise Financial Services | $52.08万 | 0.05% | 7,906 | 1 | 0.0% | $66 | 加仓 |
| PRLB | Proto Labs Inc | $55.69万 | 0.05% | 6,832 | 6,832 | — | $55.69万 | 新建仓 |
| STX | Seagate Technology Hldgs PB Lt | $56.89万 | 0.05% | 590 | 0 | 0.0% | — | 不变 |
| MLI | Mueller Industries Inc | $57.85万 | 0.05% | 4,706 | 1,232 | 35.5% | $15.14万 | 加仓 |
| EOSE | Eos Energy Enterprises Inc | $58.54万 | 0.05% | 99,550 | 2,000 | 2.1% | $1.18万 | 加仓 |
| GH | Guardant Health Inc | $61.51万 | 0.06% | 4,100 | 138 | 3.5% | $2.07万 | 加仓 |