JT Stratford LLC
GAINESVILLE GA · SEC CIK 0001689013
$9.12亿2026Q2 申报市值
321持仓数
31.8%前十大占比 · 第一大 6.6%
42 / 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
IUSB 加仓+$1,018.78万
MU 加仓+$625.28万
GGOV 新建仓+$597.72万
AMAT 加仓+$384.62万
MSFT 加仓+$328.29万
2026Q2 卖出最多 按季末市值估算
IAGG 清仓-$614.98万
EMGF 减仓-$409.59万
INTC 重新持有-$377.77万
ADBE 减仓-$319.52万
GSAT 减仓-$285.63万
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 |
|---|---|---|---|---|---|---|---|---|
| ASML | ASML HLDG NV | $117.77万 | 0.13% | 592 | -99 | -14.3% | -$19.70万 | 减仓 |
| FIX | COMFORT SYS USA INC | $119.31万 | 0.13% | 602 | -128 | -17.5% | -$25.37万 | 减仓 |
| COIN | COINBASE GLOBAL INC | $119.55万 | 0.13% | 8,178 | 3,914 | 91.8% | $57.22万 | 加仓 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $119.60万 | 0.13% | 23,428 | 23,428 | — | $119.60万 | 新建仓 |
| ORCL | ORACLE CORP | $125.55万 | 0.14% | 8,567 | 6,519 | 318.3% | $95.54万 | 重新持有 |
| UJAN | INNOVATOR ETFS TRUST | $127.72万 | 0.14% | 28,174 | -1,130 | -3.9% | -$5.12万 | 减仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $127.78万 | 0.14% | 35,018 | 1,020 | 3.0% | $3.72万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $130.83万 | 0.14% | 5,384 | 148 | 2.8% | $3.60万 | 加仓 |
| CVX | CHEVRON CORPORATION | $134.45万 | 0.15% | 8,111 | 529 | 7.0% | $8.77万 | 加仓 |
| GOOG | ALPHABET INC | $137.55万 | 0.15% | 3,893 | 99 | 2.6% | $3.50万 | 加仓 |
| VWOB | VANGUARD WHITEHALL FDS | $137.75万 | 0.15% | 20,486 | 616 | 3.1% | $4.14万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $138.14万 | 0.15% | 7,097 | -4,091 | -36.6% | -$79.63万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $140.50万 | 0.15% | 19,470 | 12,275 | 170.6% | $88.58万 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $141.73万 | 0.16% | 6,661 | -2,528 | -27.5% | -$53.79万 | 减仓 |
| TFC | TRUIST FINL CORP | $145.32万 | 0.16% | 29,170 | -190 | -0.6% | -$9,466 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $149.22万 | 0.16% | 2,982 | -2,181 | -42.2% | -$109.14万 | 减仓 |
| ALL | ALLSTATE CORP | $149.71万 | 0.16% | 6,292 | 479 | 8.2% | $11.40万 | 加仓 |
| TLH | ISHARES TR | $149.72万 | 0.16% | 14,919 | -2,546 | -14.6% | -$25.55万 | 减仓 |
| KJAN | INNOVATOR ETFS TRUST | $152.91万 | 0.17% | 33,510 | -50 | -0.1% | -$2,281 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $156.27万 | 0.17% | 5,246 | 5,246 | — | $156.27万 | 新建仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $159.15万 | 0.17% | 32,861 | 1,024 | 3.2% | $4.96万 | 加仓 |
| QCOM | QUALCOMM INC | $159.50万 | 0.17% | 8,631 | -187 | -2.1% | -$3.46万 | 减仓 |
| SBUX | STARBUCKS CORP | $165.24万 | 0.18% | 16,170 | 4,191 | 35.0% | $42.83万 | 加仓 |
| NOW | SERVICENOW INC | $166.99万 | 0.18% | 16,820 | 14,852 | 754.7% | $147.45万 | 加仓 |
| XYZ | BLOCK INC | $170.98万 | 0.19% | 22,497 | 7,590 | 50.9% | $57.68万 | 加仓 |
| — | WISDOMTREE TR | $171.29万 | 0.19% | 38,883 | 1,548 | 4.1% | $6.82万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $172.48万 | 0.19% | 13,626 | 129 | 1.0% | $1.63万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $175.54万 | 0.19% | 29,408 | 201 | 0.7% | $1.20万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $176.01万 | 0.19% | 74,233 | 3,206 | 4.5% | $7.60万 | 加仓 |
| CRM | SALESFORCE INC | $176.13万 | 0.19% | 11,243 | 5,690 | 102.5% | $89.14万 | 加仓 |
| PVAL | PUTNAM ETF TRUST | $177.71万 | 0.19% | 34,880 | 9,436 | 37.1% | $48.08万 | 加仓 |
| BALT | INNOVATOR ETFS TRUST | $178.59万 | 0.20% | 52,113 | -127 | -0.2% | -$4,352 | 减仓 |
| NOC | NORTHROP GRUMMAN CORP | $179.26万 | 0.20% | 3,520 | -58 | -1.6% | -$2.95万 | 减仓 |
| — | DIMENSIONAL ETF TRUST | $179.79万 | 0.20% | 21,835 | 721 | 3.4% | $5.94万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $180.44万 | 0.20% | 34,200 | 2,670 | 8.5% | $14.09万 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $185.04万 | 0.20% | 36,839 | 2,056 | 5.9% | $10.33万 | 加仓 |
| KO | COCA COLA CO | $185.10万 | 0.20% | 22,776 | 118 | 0.5% | $9,590 | 加仓 |
| AGGY | WISDOMTREE TR | $185.79万 | 0.20% | 42,730 | 4,724 | 12.4% | $20.54万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $186.49万 | 0.20% | 11,801 | 1,481 | 14.4% | $23.40万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $193.80万 | 0.21% | 11,408 | 167 | 1.5% | $2.84万 | 加仓 |
| — | WISDOMTREE TR | $193.85万 | 0.21% | 40,112 | 1,549 | 4.0% | $7.49万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $195.84万 | 0.21% | 22,313 | 575 | 2.6% | $5.05万 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $198.31万 | 0.22% | 18,447 | 2,781 | 17.8% | $29.90万 | 加仓 |
| ABBV | ABBVIE INC | $199.25万 | 0.22% | 7,918 | -118 | -1.5% | -$2.97万 | 减仓 |
| SPIB | SPDR SERIES TRUST | $199.31万 | 0.22% | 59,566 | -6,265 | -9.5% | -$20.96万 | 减仓 |
| OEF | ISHARES TR | $204.35万 | 0.22% | 5,585 | -1,780 | -24.2% | -$65.13万 | 减仓 |
| DFUS | DIMENSIONAL ETF TRUST | $205.17万 | 0.22% | 25,040 | 1,226 | 5.1% | $10.05万 | 加仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $208.08万 | 0.23% | 4,189 | 107 | 2.6% | $5.32万 | 加仓 |
| ALB | ALBEMARLE CORP | $210.46万 | 0.23% | 15,586 | 760 | 5.1% | $10.26万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $215.65万 | 0.24% | 50,932 | 11,940 | 30.6% | $50.55万 | 加仓 |
| IJR | ISHARES TR | $216.48万 | 0.24% | 14,597 | -1,127 | -7.2% | -$16.71万 | 减仓 |
| LVHD | LEGG MASON ETF INVT | $217.86万 | 0.24% | 49,511 | 776 | 1.6% | $3.41万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $219.53万 | 0.24% | 5,066 | -1,301 | -20.4% | -$56.38万 | 减仓 |
| BAC | BANK OF AMER CORP | $222.76万 | 0.24% | 39,095 | 3,095 | 8.6% | $17.64万 | 加仓 |
| IEMG | ISHARES INC | $222.94万 | 0.24% | 26,912 | -4,018 | -13.0% | -$33.29万 | 减仓 |
| — | ELECTRONIC ARTS INC | $225.01万 | 0.25% | 10,974 | 10,974 | — | $225.01万 | 新建仓 |
| SOLV | SOLVENTUM CORP | $225.02万 | 0.25% | 29,167 | 1,026 | 3.6% | $7.92万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $227.97万 | 0.25% | 40,363 | 1,354 | 3.5% | $7.65万 | 加仓 |
| MP | MP MATERIALS CORP | $231.07万 | 0.25% | 41,255 | 734 | 1.8% | $4.11万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $237.79万 | 0.26% | 90,829 | -1,350 | -1.5% | -$3.53万 | 减仓 |
| KMI | KINDER MORGAN INC DEL | $241.89万 | 0.27% | 75,662 | -30,630 | -28.8% | -$97.92万 | 减仓 |
| HD | HOME DEPOT INC | $242.26万 | 0.27% | 6,869 | -219 | -3.1% | -$7.72万 | 减仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $248.15万 | 0.27% | 32,481 | 17,090 | 111.0% | $130.57万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $251.82万 | 0.28% | 3,372 | 20 | 0.6% | $1.49万 | 加仓 |
| GEV | GE VERNOVA INC | $252.83万 | 0.28% | 2,152 | 318 | 17.3% | $37.36万 | 加仓 |
| IGIB | ISHARES TR | $257.79万 | 0.28% | 48,484 | 4,076 | 9.2% | $21.67万 | 加仓 |
| CME | CME GROUP INC | $264.33万 | 0.29% | 11,970 | 596 | 5.2% | $13.16万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP | $270.05万 | 0.30% | 29,267 | 3,578 | 13.9% | $33.01万 | 加仓 |
| DAL | DELTA AIR LINES INC | $270.94万 | 0.30% | 28,928 | 989 | 3.5% | $9.26万 | 加仓 |
| ZIM | ZIM INTEGRATED SHIPPING SERV | $272.38万 | 0.30% | 104,760 | 104,760 | — | $272.38万 | 新建仓 |
| NU | NU HLDGS LTD | $278.47万 | 0.31% | 208,436 | 12,080 | 6.2% | $16.14万 | 加仓 |
| WFC | WELLS FARGO & CO | $283.05万 | 0.31% | 34,251 | -199 | -0.6% | -$1.64万 | 减仓 |
| SPYV | SPDR SERIES TRUST | $295.29万 | 0.32% | 48,575 | 4,745 | 10.8% | $28.85万 | 加仓 |
| TOL | TOLL BROTHERS INC | $298.48万 | 0.33% | 18,117 | 487 | 2.8% | $8.02万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $303.14万 | 0.33% | 41,939 | 1,626 | 4.0% | $11.75万 | 加仓 |
| DHI | D R HORTON INC | $303.18万 | 0.33% | 18,614 | 6,170 | 49.6% | $100.50万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $312.41万 | 0.34% | 5,378 | 218 | 4.2% | $12.66万 | 加仓 |
| KOF | COCA-COLA FEMSA SAB DE CV | $314.51万 | 0.34% | 29,601 | 1,047 | 3.7% | $11.12万 | 加仓 |
| VLO | VALERO ENERGY CORP | $314.85万 | 0.35% | 12,089 | -2,606 | -17.7% | -$67.87万 | 减仓 |
| LUMN | LUMEN TECHNOLOGIES INC | $328.54万 | 0.36% | 427,790 | 14,891 | 3.6% | $11.44万 | 加仓 |
| VIGI | VANGUARD WHITEHALL FDS | $328.73万 | 0.36% | 35,203 | 282 | 0.8% | $2.63万 | 加仓 |
| ECHO | ECHOSTAR CORP | $329.50万 | 0.36% | 32,463 | 15,632 | 92.9% | $158.66万 | 加仓 |
| JEPQ | J P MORGAN EXCHANGE TRADED F | $340.22万 | 0.37% | 55,357 | 1,470 | 2.7% | $9.03万 | 加仓 |
| EMXC | ISHARES INC | $344.02万 | 0.38% | 33,628 | -198 | -0.6% | -$2.03万 | 减仓 |
| SCHG | SCHWAB STRATEGIC TR | $350.13万 | 0.38% | 103,466 | 4,981 | 5.1% | $16.86万 | 加仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $358.62万 | 0.39% | 60,803 | 1,861 | 3.2% | $10.98万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $361.04万 | 0.40% | 42,686 | 3,751 | 9.6% | $31.73万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $375.01万 | 0.41% | 146,946 | 7,901 | 5.7% | $20.16万 | 加仓 |
| DHS | WISDOMTREE TR | $377.70万 | 0.41% | 33,223 | 1,294 | 4.1% | $14.71万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $392.23万 | 0.43% | 45,534 | 1,080 | 2.4% | $9.30万 | 加仓 |
| USFR | WISDOMTREE TR | $403.70万 | 0.44% | 80,179 | 3,233 | 4.2% | $16.28万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $412.27万 | 0.45% | 56,160 | 1,385 | 2.5% | $10.17万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $418.20万 | 0.46% | 58,695 | -655 | -1.1% | -$4.67万 | 减仓 |
| ALAB | ASTERA LABS INC | $418.59万 | 0.46% | 8,666 | -511 | -5.6% | -$24.68万 | 减仓 |
| IVW | ISHARES TR | $425.84万 | 0.47% | 30,964 | -731 | -2.3% | -$10.05万 | 减仓 |
| PGR | PROGRESSIVE CORP | $432.97万 | 0.47% | 19,820 | 10,229 | 106.7% | $223.45万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $433.31万 | 0.48% | 4,284 | 154 | 3.7% | $15.58万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $446.98万 | 0.49% | 6,508 | 342 | 5.5% | $23.49万 | 加仓 |
| SPTI | SPDR SERIES TRUST | $447.06万 | 0.49% | 157,470 | 6,301 | 4.2% | $17.89万 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $453.73万 | 0.50% | 38,890 | 241 | 0.6% | $2.81万 | 加仓 |