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 |
|---|---|---|---|---|---|---|---|---|
| AAPL | Apple Inc | $7,149.71万 | 8.04% | 281,717 | 11,885 | 4.4% | $301.63万 | 加仓 |
| NVDA | NVIDIA Corporation | $6,992.57万 | 7.86% | 400,950 | 18,583 | 4.9% | $324.09万 | 加仓 |
| MSFT | Microsoft Corporation | $5,714.55万 | 6.43% | 154,376 | 37,535 | 32.1% | $1,389.44万 | 加仓 |
| GOOGL | Alphabet Inc Class A | $5,052.17万 | 5.68% | 175,691 | 8,988 | 5.4% | $258.46万 | 加仓 |
| AMZN | Amazon.com Inc | $4,407.20万 | 4.96% | 211,610 | 32,923 | 18.4% | $685.69万 | 加仓 |
| META | Meta Platforms Inc Class A | $3,562.81万 | 4.01% | 62,273 | 15,595 | 33.4% | $892.23万 | 加仓 |
| TSLA | Tesla Motors Inc | $3,478.28万 | 3.91% | 93,565 | 5,975 | 6.8% | $222.12万 | 加仓 |
| AVGO | Broadcom Inc | $3,367.04万 | 3.79% | 108,786 | -23,824 | -18.0% | -$737.38万 | 减仓 |
| CSCO | Cisco Systems Inc | $2,609.84万 | 2.93% | 336,363 | 21,913 | 7.0% | $170.02万 | 加仓 |
| ASML | ASML Holding NV | $2,530.84万 | 2.85% | 19,161 | 4,380 | 29.6% | $578.52万 | 加仓 |
| COST | Costco Wholesale Corporation | $2,424.28万 | 2.73% | 24,330 | 7,919 | 48.3% | $789.06万 | 加仓 |
| AMAT | Applied Materials Inc | $2,367.27万 | 2.66% | 69,261 | 46,928 | 210.1% | $1,603.95万 | 加仓 |
| MA | Mastercard Inc Class A | $2,191.45万 | 2.46% | 43,859 | 1,631 | 3.9% | $81.49万 | 加仓 |
| LLY | Eli Lilly & Company | $2,047.13万 | 2.30% | 22,257 | 1,206 | 5.7% | $110.92万 | 加仓 |
| VRT | Vertiv Holdings Company Class | $2,026.72万 | 2.28% | 80,881 | -27,913 | -25.7% | -$699.44万 | 减仓 |
| GS | Goldman Sachs Group Inc | $1,994.16万 | 2.24% | 23,572 | 1,580 | 7.2% | $133.67万 | 加仓 |
| ROK | Rockwell Automation Inc | $1,959.34万 | 2.20% | 54,596 | 19,118 | 53.9% | $686.11万 | 加仓 |
| TSM | Taiwan Semiconductor Manufactu | $1,837.40万 | 2.07% | 54,369 | 2,453 | 4.7% | $82.90万 | 加仓 |
| NTRA | Natera Inc | $1,701.73万 | 1.91% | 85,091 | 4,319 | 5.3% | $86.38万 | 加仓 |
| GILD | Gilead Sciences Inc | $1,692.32万 | 1.90% | 121,427 | 9,326 | 8.3% | $129.98万 | 加仓 |
| ISRG | Intuitive Surgical Inc | $1,607.43万 | 1.81% | 34,869 | 1,725 | 5.2% | $79.52万 | 加仓 |
| TKO | TKO Group Holdings Inc A | $1,523.49万 | 1.71% | 75,551 | 3,990 | 5.6% | $80.46万 | 加仓 |
| XPO | XPO Inc | $1,270.43万 | 1.43% | 65,301 | 60,846 | 1,365.8% | $1,183.76万 | 加仓 |
| INTC | Intel Corporation | $1,140.64万 | 1.28% | 258,474 | 258,474 | — | $1,140.64万 | 新建仓 |
| MU | Micron Technology Inc | $990.68万 | 1.11% | 29,324 | -46,057 | -61.1% | -$1,555.99万 | 减仓 |
| SNPS | Synopsys Inc. | $960.08万 | 1.08% | 24,215 | 24,215 | — | $960.08万 | 新建仓 |
| CAT | Caterpillar Inc | $884.95万 | 1.00% | 12,491 | 11,466 | 1,118.6% | $812.33万 | 加仓 |
| MSI | Motorola Solutions Inc | $848.11万 | 0.95% | 19,543 | -6,297 | -24.4% | -$273.27万 | 重新持有 |
| TMO | Thermo Fisher Scientific Inc | $814.42万 | 0.92% | 16,569 | 16,569 | — | $814.42万 | 新建仓 |
| AMD | Advanced Micro Devices Inc | $800.31万 | 0.90% | 39,341 | -45,938 | -53.9% | -$934.52万 | 减仓 |
| CTAS | Cintas Corp | $750.83万 | 0.84% | 44,391 | 42,947 | 2,974.2% | $726.41万 | 重新持有 |
| GOOG | Alphabet Inc Class C | $725.41万 | 0.82% | 25,288 | -46 | -0.2% | -$1.32万 | 减仓 |
| AXP | American Express Company | $674.92万 | 0.76% | 22,313 | -20,333 | -47.7% | -$615.03万 | 减仓 |
| URI | United Rentals Inc | $666.61万 | 0.75% | 9,150 | -9,620 | -51.3% | -$700.85万 | 减仓 |
| V | Visa Inc Class A | $412.13万 | 0.46% | 13,636 | -28 | -0.2% | -$8,463 | 减仓 |
| SYF | Synchrony Finl Corp | $398.54万 | 0.45% | 58,591 | -121 | -0.2% | -$8,230 | 减仓 |
| DE | Deere & Company | $368.45万 | 0.41% | 6,541 | 296 | 4.7% | $16.67万 | 加仓 |
| LOW | Lowe's Companies Inc | $347.79万 | 0.39% | 14,719 | -31 | -0.2% | -$7,325 | 减仓 |
| FDX | Fedex Corporation | $339.46万 | 0.38% | 9,531 | -18 | -0.2% | -$6,411 | 减仓 |
| DIS | Disney Walt Company | $337.27万 | 0.38% | 34,993 | -69 | -0.2% | -$6,650 | 减仓 |
| BRK/B | Berkshire Hathaway Inc Class | $335.97万 | 0.38% | 7,011 | 140 | 2.0% | $6.71万 | 加仓 |
| LH | Labcorp Holdings Inc | $332.63万 | 0.37% | 12,467 | -29 | -0.2% | -$7,737 | 减仓 |
| PG | Procter & Gamble Company | $318.68万 | 0.36% | 22,063 | -40 | -0.2% | -$5,778 | 减仓 |
| UNP | Union Pacific Corporation | $292.96万 | 0.33% | 12,075 | -25 | -0.2% | -$6,065 | 减仓 |
| PEP | PepsiCo Inc | $287.15万 | 0.32% | 18,491 | -29 | -0.2% | -$4,503 | 减仓 |
| KO | Coca-Cola Company | $276.53万 | 0.31% | 36,361 | -286 | -0.8% | -$2.18万 | 减仓 |
| CL | Colgate-Palmolive Company | $262.05万 | 0.29% | 30,747 | -57 | -0.2% | -$4,858 | 减仓 |
| SFNC | Simmons First Natl Corp Cl A | $246.94万 | 0.28% | 126,962 | 1,404 | 1.1% | $2.73万 | 加仓 |
| ALK | Alaska Air Group | $243.83万 | 0.27% | 66,295 | -132 | -0.2% | -$4,855 | 减仓 |
| NOW | ServiceNow Inc | $243.02万 | 0.27% | 23,244 | -36 | -0.2% | -$3,764 | 减仓 |
| QCOM | Qualcomm Inc | $215.66万 | 0.24% | 16,746 | -30 | -0.2% | -$3,863 | 减仓 |
| ADBE | Adobe Inc | $212.57万 | 0.24% | 8,745 | -15 | -0.2% | -$3,646 | 减仓 |
| IQV | IQVIA Hldgs Inc | $192.27万 | 0.22% | 11,274 | -23 | -0.2% | -$3,922 | 减仓 |
| AMT | American Tower REIT | $164.74万 | 0.19% | 9,546 | -17 | -0.2% | -$2,934 | 减仓 |
| WMT | Walmart Inc | $150.20万 | 0.17% | 12,086 | 2 | 0.0% | $249 | 加仓 |
| ZTS | Zoetis Inc Class A | $148.40万 | 0.17% | 12,554 | -29 | -0.2% | -$3,428 | 减仓 |
| BALL | Ball Corp | $141.39万 | 0.16% | 23,920 | -51 | -0.2% | -$3,015 | 减仓 |
| VEA | Vanguard Tax Managed Fund FTSE | $129.92万 | 0.15% | 20,275 | 0 | 0.0% | — | 不变 |
| CASY | Casey's General Stores Inc | $127.59万 | 0.14% | 1,753 | 18 | 1.0% | $1.31万 | 加仓 |
| VB | Vanguard Small-Cap Index Fund | $121.19万 | 0.14% | 4,627 | 0 | 0.0% | — | 不变 |
| CASS | Cass Information Systems Inc. | $112.58万 | 0.13% | 25,576 | 12 | 0.0% | $528 | 加仓 |
| AEE | Ameren Corporation | $106.28万 | 0.12% | 9,669 | 1 | 0.0% | $110 | 加仓 |
| VIG | Vanguard Dividend Appreciation | $101.68万 | 0.11% | 4,728 | 0 | 0.0% | — | 不变 |
| TSLA | Tesla Motors Inc 看涨期权 | $100.37万 | 0.11% | 2,700 | 700 | 35.0% | $26.02万 | 加仓 |
| PM | Philip Morris International In | $98.34万 | 0.11% | 5,948 | 3 | 0.1% | $496 | 加仓 |
| APG | APi Group Corp | $86.93万 | 0.10% | 21,453 | 3,573 | 20.0% | $14.48万 | 加仓 |
| ULS | UL Solutions Inc Class A | $78.70万 | 0.09% | 9,182 | 67 | 0.7% | $5,743 | 加仓 |
| USB | U. S. Bancorp | $72.71万 | 0.08% | 13,980 | 32 | 0.2% | $1,664 | 加仓 |
| SBUX | Starbucks Corporation | $69.11万 | 0.08% | 7,714 | 1 | 0.0% | $90 | 加仓 |
| NOC | Northrop Grumman Corp | $67.15万 | 0.08% | 984 | 100 | 11.3% | $6.82万 | 加仓 |
| TER | Teradyne Inc | $64.98万 | 0.07% | 2,192 | -1,003 | -31.4% | -$29.73万 | 减仓 |
| BE | Bloom Energy Corporation Clas | $64.53万 | 0.07% | 4,763 | 1,701 | 55.6% | $23.05万 | 加仓 |
| HD | Home Depot Inc | $62.80万 | 0.07% | 1,909 | 8 | 0.4% | $2,632 | 加仓 |
| WMB | Williams Companies | $60.55万 | 0.07% | 8,320 | 0 | 0.0% | — | 不变 |
| SHW | Sherwin-Williams Co | $56.92万 | 0.06% | 1,776 | 4 | 0.2% | $1,282 | 加仓 |
| EMR | Emerson Electric Company | $56.52万 | 0.06% | 4,314 | 149 | 3.6% | $1.95万 | 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 |
| CBSH | Commerce Bancshares Inc | $54.64万 | 0.06% | 11,107 | 61 | 0.6% | $3,001 | 加仓 |
| NEE | NextEra Energy Inc | $53.29万 | 0.06% | 5,738 | 0 | 0.0% | — | 不变 |
| CVX | Chevron Corporation | $52.12万 | 0.06% | 2,519 | 1,025 | 68.6% | $21.21万 | 加仓 |
| AGX | Argan Inc | $51.36万 | 0.06% | 943 | 13 | 1.4% | $7,080 | 加仓 |
| NVMI | Nova Ltd | $50.29万 | 0.06% | 1,158 | 1,158 | — | $50.29万 | 新建仓 |
| PLTR | Palantir Technologies Inc Cla | $49.18万 | 0.06% | 3,362 | -82,217 | -96.1% | -$1,202.67万 | 减仓 |
| BAC | Bank of America Corporation | $48.97万 | 0.06% | 10,046 | 15 | 0.1% | $731 | 加仓 |
| EOSE | Eos Energy Enterprises Inc | $48.38万 | 0.05% | 97,550 | 8,725 | 9.8% | $4.33万 | 加仓 |
| JBL | Jabil Inc | $47.57万 | 0.05% | 1,791 | 26 | 1.5% | $6,906 | 加仓 |
| ON | ON Semiconductor Corp | $44.51万 | 0.05% | 7,188 | 2,035 | 39.5% | $12.60万 | 重新持有 |
| EFSC | Enterprise Financial Services | $42.78万 | 0.05% | 7,905 | -4,280 | -35.1% | -$23.16万 | 减仓 |
| GRBK | Green Brick Partners Inc | $42.65万 | 0.05% | 6,618 | 6,618 | — | $42.65万 | 新建仓 |
| MCD | McDonalds Corporation | $42.65万 | 0.05% | 1,372 | 0 | 0.0% | — | 不变 |
| FSLY | Fastly Inc Cl A | $42.15万 | 0.05% | 14,505 | 14,505 | — | $42.15万 | 新建仓 |
| ORCL | Oracle Corporation | $42.01万 | 0.05% | 2,856 | 657 | 29.9% | $9.66万 | 加仓 |
| ATMU | Atmus Filtration Technologies | $40.80万 | 0.05% | 7,187 | 1,557 | 27.7% | $8.84万 | 加仓 |
| T | A T & T Inc | $40.73万 | 0.05% | 14,049 | 5 | 0.0% | $145 | 加仓 |
| RTX | RTX Corporation | $40.68万 | 0.05% | 2,109 | 2,109 | — | $40.68万 | 新建仓 |
| AMGN | Amgen Incorporated | $40.17万 | 0.05% | 1,142 | 3 | 0.3% | $1,055 | 加仓 |
| MTZ | MasTec Inc | $39.57万 | 0.04% | 1,230 | -413 | -25.1% | -$13.29万 | 减仓 |
| ELAN | Elanco Animal Health Inc | $39.54万 | 0.04% | 16,522 | 4,548 | 38.0% | $10.88万 | 加仓 |
| FIX | Comfort Systems USA Inc | $39.16万 | 0.04% | 284 | -197 | -41.0% | -$27.17万 | 减仓 |
| MLI | Mueller Industries Inc | $38.49万 | 0.04% | 3,474 | 3,474 | — | $38.49万 | 新建仓 |