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 |
|---|---|---|---|---|---|---|---|---|
| IAGG | ISHARES TR | $0 | 0.00% | 0 | -122,897 | -100.0% | -$614.98万 | 清仓 |
| FRPT | FRESHPET INC | $0 | 0.00% | 0 | -27,248 | -100.0% | -$160.65万 | 清仓 |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $0 | 0.00% | 0 | -13,351 | -100.0% | -$94.14万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -45,376 | -100.0% | -$85.67万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -693 | -100.0% | -$75.77万 | 清仓 |
| XME | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,480 | -100.0% | -$69.99万 | 清仓 |
| HGER | HARBOR ETF TRUST | $0 | 0.00% | 0 | -22,461 | -100.0% | -$69.65万 | 清仓 |
| CTVA | CORTEVA INC | $0 | 0.00% | 0 | -7,214 | -100.0% | -$60.39万 | 清仓 |
| XOVR | ENTREPRENEURSHARES SERIES TR | $0 | 0.00% | 0 | -35,624 | -100.0% | -$60.17万 | 清仓 |
| LULU | LULULEMON ATHLETICA INC | $0 | 0.00% | 0 | -3,505 | -100.0% | -$53.66万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -14,893 | -100.0% | -$52.33万 | 清仓 |
| HGTY | HAGERTY INC | $0 | 0.00% | 0 | -38,112 | -100.0% | -$40.13万 | 清仓 |
| PTC | PTC INC | $0 | 0.00% | 0 | -2,514 | -100.0% | -$35.82万 | 清仓 |
| — | THEMES ETF TR | $0 | 0.00% | 0 | -8,052 | -100.0% | -$25.90万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -9,165 | -100.0% | -$23.94万 | 清仓 |
| MDT | MEDTRONIC PLC | $0 | 0.00% | 0 | -2,566 | -100.0% | -$22.23万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -3,479 | -100.0% | -$21.31万 | 清仓 |
| — | HONEYWELL INTL INC | $0 | 0.00% | 0 | -932 | -100.0% | -$21.07万 | 清仓 |
| GRND | GRINDR INC | $0 | 0.00% | 0 | -10,236 | -100.0% | -$12.38万 | 清仓 |
| FLYW | FLYWIRE CORPORATION | $0 | 0.00% | 0 | -10,362 | -100.0% | -$12.06万 | 清仓 |
| NRDS | NERDWALLET INC | $0 | 0.00% | 0 | -10,423 | -100.0% | -$10.82万 | 清仓 |
| GRAB | GRAB HOLDINGS LIMITED | $0 | 0.00% | 0 | -27,266 | -100.0% | -$9.98万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -12,078 | -100.0% | -$9.70万 | 清仓 |
| MNKD | MANNKIND CORP | $0 | 0.00% | 0 | -25,437 | -100.0% | -$6.23万 | 清仓 |
| — | URANIUM RTY CORP | $3.24万 | 0.00% | 11,650 | 0 | 0.0% | — | 不变 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.50万 | 0.01% | 10,175 | -2,240 | -18.0% | -$2.53万 | 减仓 |
| — | FABRICAI INC | $14.18万 | 0.02% | 38,425 | 38,425 | — | $14.18万 | 新建仓 |
| RGTI | RIGETTI COMPUTING INC | $19.78万 | 0.02% | 10,237 | 10,237 | — | $19.78万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.00万 | 0.02% | 5,442 | 7 | 0.1% | $257 | 加仓 |
| MS | MORGAN STANLEY | $20.01万 | 0.02% | 957 | 957 | — | $20.01万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $20.15万 | 0.02% | 2,268 | 2,268 | — | $20.15万 | 新建仓 |
| IGSB | ISHARES TR | $20.18万 | 0.02% | 3,851 | 3,851 | — | $20.18万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $20.95万 | 0.02% | 2,451 | 2,451 | — | $20.95万 | 新建仓 |
| INTU | INTUIT | $21.01万 | 0.02% | 805 | 805 | — | $21.01万 | 新建仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.10万 | 0.02% | 300 | 300 | — | $21.10万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $21.82万 | 0.02% | 2,022 | -30 | -1.5% | -$3,238 | 减仓 |
| RKLB | ROCKET LAB CORP | $21.94万 | 0.02% | 2,158 | 2,158 | — | $21.94万 | 新建仓 |
| WING | WINGSTOP INC | $22.99万 | 0.03% | 1,326 | 1,326 | — | $22.99万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $23.03万 | 0.03% | 5,080 | 35 | 0.7% | $1,587 | 加仓 |
| RTX | RTX CORPORATION | $23.03万 | 0.03% | 1,214 | 33 | 2.8% | $6,261 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.24万 | 0.03% | 944 | -15 | -1.6% | -$3,693 | 重新持有 |
| CMI | CUMMINS INC | $23.89万 | 0.03% | 335 | 335 | — | $23.89万 | 新建仓 |
| CR | CRANE COMPANY | $23.94万 | 0.03% | 1,073 | 1,073 | — | $23.94万 | 新建仓 |
| CSX | CSX CORP | $24.27万 | 0.03% | 5,106 | 154 | 3.1% | $7,320 | 加仓 |
| — | INNOVATOR ETFS TRUST | $24.37万 | 0.03% | 9,224 | -2,250 | -19.6% | -$5.94万 | 减仓 |
| COP | CONOCOPHILLIPS | $24.57万 | 0.03% | 2,363 | 4 | 0.2% | $416 | 加仓 |
| PDBA | INVESCO ACTVELY MNGD ETC FD | $24.68万 | 0.03% | 6,930 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $24.77万 | 0.03% | 596 | -2,658 | -81.7% | -$110.47万 | 重新持有 |
| MET | METLIFE INC | $24.88万 | 0.03% | 2,940 | -3 | -0.1% | -$254 | 减仓 |
| VYMI | VANGUARD WHITEHALL FDS | $25.94万 | 0.03% | 2,641 | 29 | 1.1% | $2,848 | 加仓 |
| GM | GENERAL MTRS CO | $25.99万 | 0.03% | 3,372 | -383 | -10.2% | -$2.95万 | 减仓 |
| INTC | INTEL CORP | $26.01万 | 0.03% | 1,863 | -27,055 | -93.6% | -$377.77万 | 重新持有 |
| GSAT | GLOBALSTAR INC | $26.23万 | 0.03% | 3,227 | -35,137 | -91.6% | -$285.63万 | 减仓 |
| QTUM | ETF SER SOLUTIONS | $26.26万 | 0.03% | 1,588 | 1,588 | — | $26.26万 | 新建仓 |
| PBF | PBF ENERGY INC | $26.42万 | 0.03% | 5,805 | -403 | -6.5% | -$1.83万 | 减仓 |
| PFG | PRINCIPAL FINANCIAL GROUP IN | $26.84万 | 0.03% | 2,490 | 2,490 | — | $26.84万 | 新建仓 |
| JACK | JACK IN THE BOX INC | $27.00万 | 0.03% | 17,079 | 17,079 | — | $27.00万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $27.12万 | 0.03% | 895 | -131 | -12.8% | -$3.97万 | 减仓 |
| CHAT | TIDAL TRUST II | $27.39万 | 0.03% | 2,776 | 2,776 | — | $27.39万 | 新建仓 |
| VGT | VANGUARD WORLD FD | $27.73万 | 0.03% | 2,320 | -56 | -2.4% | -$6,693 | 减仓 |
| ACN | ACCENTURE PLC IRELAND | $27.75万 | 0.03% | 2,230 | -9,310 | -80.7% | -$115.85万 | 减仓 |
| VICI | VICI PPTYS INC | $27.82万 | 0.03% | 10,477 | -1,500 | -12.5% | -$3.98万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $28.07万 | 0.03% | 1,032 | 1,032 | — | $28.07万 | 新建仓 |
| AMGN | AMGEN INC | $28.28万 | 0.03% | 781 | -124 | -13.7% | -$4.49万 | 减仓 |
| THRO | BLACKROCK ETF TRUST | $28.46万 | 0.03% | 6,601 | -7,671 | -53.7% | -$33.07万 | 减仓 |
| SLV | ISHARES SILVER TR | $28.56万 | 0.03% | 5,341 | -865 | -13.9% | -$4.63万 | 减仓 |
| JBBB | JANUS DETROIT STR TR | $28.62万 | 0.03% | 6,045 | 6,045 | — | $28.62万 | 新建仓 |
| FDUS | FIDUS INVT CORP | $28.69万 | 0.03% | 15,046 | 0 | 0.0% | — | 不变 |
| IEUR | ISHARES TR | $28.78万 | 0.03% | 3,829 | -128 | -3.2% | -$9,622 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $28.95万 | 0.03% | 7,475 | 28 | 0.4% | $1,084 | 加仓 |
| BNY | BANK OF NY MELLON CORP | $29.25万 | 0.03% | 2,023 | -3 | -0.1% | -$434 | 减仓 |
| VIOO | VANGUARD ADMIRAL FDS INC | $29.25万 | 0.03% | 2,127 | 0 | 0.0% | — | 不变 |
| EFV | ISHARES TR | $29.57万 | 0.03% | 3,863 | -8,806 | -69.5% | -$67.41万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $29.70万 | 0.03% | 1,738 | 1,738 | — | $29.70万 | 新建仓 |
| KHC | KRAFT HEINZ CO | $30.47万 | 0.03% | 12,902 | 12,902 | — | $30.47万 | 新建仓 |
| CB | CHUBB LIMITED | $31.01万 | 0.03% | 910 | -2,106 | -69.8% | -$71.76万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $31.74万 | 0.03% | 16,822 | 0 | 0.0% | — | 不变 |
| CI | THE CIGNA GROUP | $31.79万 | 0.03% | 1,153 | -439 | -27.6% | -$12.10万 | 减仓 |
| POOL | POOL CORP | $31.89万 | 0.03% | 1,484 | -3 | -0.2% | -$645 | 减仓 |
| VST | VISTRA CORP | $32.20万 | 0.04% | 2,030 | 2,030 | — | $32.20万 | 新建仓 |
| PG | PROCTER & GAMBLE CO | $32.35万 | 0.04% | 2,206 | -88 | -3.8% | -$1.29万 | 减仓 |
| TER | TERADYNE INC | $32.42万 | 0.04% | 670 | 670 | — | $32.42万 | 新建仓 |
| IALT | BLACKROCK ETF TRUST | $32.53万 | 0.04% | 11,596 | 11,596 | — | $32.53万 | 新建仓 |
| GE | GE AEROSPACE | $33.22万 | 0.04% | 889 | -39 | -4.2% | -$1.46万 | 减仓 |
| ACWX | ISHARES TR | $34.23万 | 0.04% | 4,497 | 0 | 0.0% | — | 不变 |
| DE | DEERE & CO | $35.42万 | 0.04% | 558 | -273 | -32.9% | -$17.33万 | 减仓 |
| MCK | MCKESSON CORP | $35.74万 | 0.04% | 473 | -11 | -2.3% | -$8,312 | 减仓 |
| ENB | ENBRIDGE INC | $36.31万 | 0.04% | 6,698 | 300 | 4.7% | $1.63万 | 加仓 |
| IDEF | BLACKROCK ETF TRUST | $36.36万 | 0.04% | 11,440 | -498 | -4.2% | -$1.58万 | 减仓 |
| IWD | ISHARES TR | $37.19万 | 0.04% | 1,534 | 0 | 0.0% | — | 不变 |
| USB | US BANCORP | $37.22万 | 0.04% | 6,163 | 2 | 0.0% | $121 | 加仓 |
| EME | EMCOR GROUP INC | $37.43万 | 0.04% | 451 | -846 | -65.2% | -$70.21万 | 减仓 |
| MFDX | PIMCO EQUITY SER | $37.45万 | 0.04% | 8,994 | 485 | 5.7% | $2.02万 | 加仓 |
| PM | PHILIP MORRIS INTL INC | $37.67万 | 0.04% | 2,082 | 18 | 0.9% | $3,256 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC | $37.71万 | 0.04% | 1,554 | -2,712 | -63.6% | -$65.81万 | 减仓 |
| BLK | BLACKROCK INC | $38.17万 | 0.04% | 397 | -25 | -5.9% | -$2.40万 | 减仓 |
| OIH | VANECK ETF TRUST | $38.39万 | 0.04% | 1,032 | -68 | -6.2% | -$2.53万 | 减仓 |
| SIVR | ABRDN SILVER ETF TRUST | $38.95万 | 0.04% | 6,928 | -725 | -9.5% | -$4.08万 | 减仓 |
| BLCR | BLACKROCK ETF TRUST | $39.02万 | 0.04% | 7,746 | -1,172 | -13.1% | -$5.90万 | 减仓 |
| T | AT&T INC | $39.08万 | 0.04% | 18,878 | 23 | 0.1% | $476 | 加仓 |