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 |
|---|---|---|---|---|---|---|---|---|
| SPIB | SPDR SERIES TRUST | $199.31万 | 0.22% | 59,566 | -6,265 | -9.5% | -$20.96万 | 减仓 |
| ABBV | ABBVIE INC | $199.25万 | 0.22% | 7,918 | -118 | -1.5% | -$2.97万 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $198.31万 | 0.22% | 18,447 | 2,781 | 17.8% | $29.90万 | 加仓 |
| NEE | NEXTERA ENERGY INC | $195.84万 | 0.21% | 22,313 | 575 | 2.6% | $5.05万 | 加仓 |
| — | WISDOMTREE TR | $193.85万 | 0.21% | 40,112 | 1,549 | 4.0% | $7.49万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $193.80万 | 0.21% | 11,408 | 167 | 1.5% | $2.84万 | 加仓 |
| VYM | VANGUARD WHITEHALL FDS | $186.49万 | 0.20% | 11,801 | 1,481 | 14.4% | $23.40万 | 加仓 |
| AGGY | WISDOMTREE TR | $185.79万 | 0.20% | 42,730 | 4,724 | 12.4% | $20.54万 | 加仓 |
| KO | COCA COLA CO | $185.10万 | 0.20% | 22,776 | 118 | 0.5% | $9,590 | 加仓 |
| VTIP | VANGUARD MALVERN FDS | $185.04万 | 0.20% | 36,839 | 2,056 | 5.9% | $10.33万 | 加仓 |
| FNDF | SCHWAB STRATEGIC TR | $180.44万 | 0.20% | 34,200 | 2,670 | 8.5% | $14.09万 | 加仓 |
| — | DIMENSIONAL ETF TRUST | $179.79万 | 0.20% | 21,835 | 721 | 3.4% | $5.94万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $179.26万 | 0.20% | 3,520 | -58 | -1.6% | -$2.95万 | 减仓 |
| BALT | INNOVATOR ETFS TRUST | $178.59万 | 0.20% | 52,113 | -127 | -0.2% | -$4,352 | 减仓 |
| PVAL | PUTNAM ETF TRUST | $177.71万 | 0.19% | 34,880 | 9,436 | 37.1% | $48.08万 | 加仓 |
| CRM | SALESFORCE INC | $176.13万 | 0.19% | 11,243 | 5,690 | 102.5% | $89.14万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC | $176.01万 | 0.19% | 74,233 | 3,206 | 4.5% | $7.60万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $175.54万 | 0.19% | 29,408 | 201 | 0.7% | $1.20万 | 加仓 |
| DUK | DUKE ENERGY CORP NEW | $172.48万 | 0.19% | 13,626 | 129 | 1.0% | $1.63万 | 加仓 |
| — | WISDOMTREE TR | $171.29万 | 0.19% | 38,883 | 1,548 | 4.1% | $6.82万 | 加仓 |
| XYZ | BLOCK INC | $170.98万 | 0.19% | 22,497 | 7,590 | 50.9% | $57.68万 | 加仓 |
| NOW | SERVICENOW INC | $166.99万 | 0.18% | 16,820 | 14,852 | 754.7% | $147.45万 | 加仓 |
| SBUX | STARBUCKS CORP | $165.24万 | 0.18% | 16,170 | 4,191 | 35.0% | $42.83万 | 加仓 |
| QCOM | QUALCOMM INC | $159.50万 | 0.17% | 8,631 | -187 | -2.1% | -$3.46万 | 减仓 |
| BNDX | VANGUARD CHARLOTTE FDS | $159.15万 | 0.17% | 32,861 | 1,024 | 3.2% | $4.96万 | 加仓 |
| MRVL | MARVELL TECHNOLOGY INC | $156.27万 | 0.17% | 5,246 | 5,246 | — | $156.27万 | 新建仓 |
| KJAN | INNOVATOR ETFS TRUST | $152.91万 | 0.17% | 33,510 | -50 | -0.1% | -$2,281 | 减仓 |
| TLH | ISHARES TR | $149.72万 | 0.16% | 14,919 | -2,546 | -14.6% | -$25.55万 | 减仓 |
| ALL | ALLSTATE CORP | $149.71万 | 0.16% | 6,292 | 479 | 8.2% | $11.40万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $149.22万 | 0.16% | 2,982 | -2,181 | -42.2% | -$109.14万 | 减仓 |
| TFC | TRUIST FINL CORP | $145.32万 | 0.16% | 29,170 | -190 | -0.6% | -$9,466 | 减仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $141.73万 | 0.16% | 6,661 | -2,528 | -27.5% | -$53.79万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC | $140.50万 | 0.15% | 19,470 | 12,275 | 170.6% | $88.58万 | 加仓 |
| BWXT | BWX TECHNOLOGIES INC | $138.14万 | 0.15% | 7,097 | -4,091 | -36.6% | -$79.63万 | 减仓 |
| VWOB | VANGUARD WHITEHALL FDS | $137.75万 | 0.15% | 20,486 | 616 | 3.1% | $4.14万 | 加仓 |
| GOOG | ALPHABET INC | $137.55万 | 0.15% | 3,893 | 99 | 2.6% | $3.50万 | 加仓 |
| CVX | CHEVRON CORPORATION | $134.45万 | 0.15% | 8,111 | 529 | 7.0% | $8.77万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $130.83万 | 0.14% | 5,384 | 148 | 2.8% | $3.60万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $127.78万 | 0.14% | 35,018 | 1,020 | 3.0% | $3.72万 | 加仓 |
| UJAN | INNOVATOR ETFS TRUST | $127.72万 | 0.14% | 28,174 | -1,130 | -3.9% | -$5.12万 | 减仓 |
| ORCL | ORACLE CORP | $125.55万 | 0.14% | 8,567 | 6,519 | 318.3% | $95.54万 | 重新持有 |
| FBTC | FIDELITY WISE ORIGIN BITCOIN | $119.60万 | 0.13% | 23,428 | 23,428 | — | $119.60万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $119.55万 | 0.13% | 8,178 | 3,914 | 91.8% | $57.22万 | 加仓 |
| FIX | COMFORT SYS USA INC | $119.31万 | 0.13% | 602 | -128 | -17.5% | -$25.37万 | 减仓 |
| ASML | ASML HLDG NV | $117.77万 | 0.13% | 592 | -99 | -14.3% | -$19.70万 | 减仓 |
| NFLX | NETFLIX INC. | $114.46万 | 0.13% | 16,030 | -27,657 | -63.3% | -$197.47万 | 减仓 |
| CCJ | CAMECO CORP | $114.14万 | 0.13% | 11,206 | -748 | -6.3% | -$7.62万 | 减仓 |
| RAA | ETF OPPORTUNITIES TRUST | $114.08万 | 0.13% | 38,688 | -3,972 | -9.3% | -$11.71万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $113.29万 | 0.12% | 1,211 | -775 | -39.0% | -$72.50万 | 减仓 |
| AMT | AMERICAN TOWER CORP | $110.74万 | 0.12% | 6,770 | 6,770 | — | $110.74万 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $107.70万 | 0.12% | 11,205 | -143 | -1.3% | -$1.37万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $104.58万 | 0.11% | 3,168 | -4,225 | -57.1% | -$139.48万 | 减仓 |
| IVE | ISHARES TR | $104.45万 | 0.11% | 4,600 | -2,423 | -34.5% | -$55.02万 | 减仓 |
| GRMN | GARMIN LTD | $104.21万 | 0.11% | 4,387 | -593 | -11.9% | -$14.09万 | 减仓 |
| — | BANK OF AMER CORP | $101.24万 | 0.11% | 807 | -487 | -37.6% | -$61.09万 | 减仓 |
| FTNT | FORTINET INC | $100.30万 | 0.11% | 6,529 | 324 | 5.2% | $4.98万 | 加仓 |
| V | VISA INC | $99.02万 | 0.11% | 2,886 | -458 | -13.7% | -$15.71万 | 减仓 |
| DFIV | DIMENSIONAL ETF TRUST | $98.83万 | 0.11% | 18,296 | 189 | 1.0% | $1.02万 | 加仓 |
| IGV | ISHARES TR | $98.38万 | 0.11% | 10,859 | 10,859 | — | $98.38万 | 新建仓 |
| IJH | ISHARES TR | $96.76万 | 0.11% | 12,548 | 119 | 1.0% | $9,176 | 加仓 |
| NTR | NUTRIEN LTD | $96.59万 | 0.11% | 15,344 | 592 | 4.0% | $3.73万 | 加仓 |
| — | WELLS FARGO & CO | $96.03万 | 0.11% | 830 | -496 | -37.4% | -$57.39万 | 减仓 |
| PJAN | INNOVATOR ETFS TRUST | $94.93万 | 0.10% | 19,181 | 0 | 0.0% | — | 不变 |
| SOXX | ISHARES TR | $94.00万 | 0.10% | 1,467 | 7 | 0.5% | $4,485 | 加仓 |
| EMB | ISHARES TR | $92.32万 | 0.10% | 9,573 | -213 | -2.2% | -$2.05万 | 减仓 |
| IAU | ISHARES GOLD TR | $91.77万 | 0.10% | 12,153 | -94 | -0.8% | -$7,098 | 减仓 |
| DIS | DISNEY WALT CO | $90.74万 | 0.10% | 9,428 | 2,687 | 39.9% | $25.86万 | 加仓 |
| — | INNOVATOR ETFS TRUST | $90.19万 | 0.10% | 26,679 | -800 | -2.9% | -$2.70万 | 减仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $90.10万 | 0.10% | 433 | 2 | 0.5% | $4,162 | 加仓 |
| — | EXXON MOBIL CORP | $89.92万 | 0.10% | 6,577 | -7,034 | -51.7% | -$96.17万 | 减仓 |
| MRK | MERCK & CO INC | $89.48万 | 0.10% | 6,964 | -71 | -1.0% | -$9,123 | 减仓 |
| CAT | CATERPILLAR INC | $87.64万 | 0.10% | 823 | -383 | -31.8% | -$40.79万 | 减仓 |
| GLDM | WORLD GOLD TR | $86.54万 | 0.09% | 10,896 | -95 | -0.9% | -$7,545 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $85.61万 | 0.09% | 9,338 | 9,338 | — | $85.61万 | 新建仓 |
| MO | ALTRIA GROUP INC | $85.01万 | 0.09% | 11,815 | 164 | 1.4% | $1.18万 | 加仓 |
| BRTR | BLACKROCK ETF TRUST II | $84.25万 | 0.09% | 16,741 | 1,134 | 7.3% | $5.71万 | 加仓 |
| SO | SOUTHERN CO | $80.85万 | 0.09% | 8,447 | -25 | -0.3% | -$2,393 | 减仓 |
| FLTR | VANECK ETF TRUST | $79.58万 | 0.09% | 31,072 | 2,429 | 8.5% | $6.22万 | 加仓 |
| PINK | SIMPLIFY EXCHANGE TRADED FUN | $77.69万 | 0.09% | 19,844 | 1,967 | 11.0% | $7.70万 | 重新持有 |
| VTV | VANGUARD INDEX FDS | $76.50万 | 0.08% | 3,510 | -38 | -1.1% | -$8,282 | 减仓 |
| PHYL | PGIM ETF TR | $75.47万 | 0.08% | 21,638 | 3,052 | 16.4% | $10.65万 | 加仓 |
| PHM | PULTE GROUP INC | $74.70万 | 0.08% | 5,444 | 1,508 | 38.3% | $20.69万 | 加仓 |
| IWF | ISHARES TR | $71.84万 | 0.08% | 5,786 | -4,798 | -45.3% | -$59.58万 | 减仓 |
| LMT | LOCKHEED MARTIN CORP | $71.16万 | 0.08% | 1,397 | 270 | 24.0% | $13.75万 | 加仓 |
| ITA | ISHARES TR | $70.62万 | 0.08% | 2,913 | 48 | 1.7% | $1.16万 | 加仓 |
| VLUE | ISHARES TR | $70.31万 | 0.08% | 3,519 | 324 | 10.1% | $6.47万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $70.00万 | 0.08% | 1,363 | -67 | -4.7% | -$3.44万 | 减仓 |
| NJAN | INNOVATOR ETFS TRUST | $70.00万 | 0.08% | 11,861 | 0 | 0.0% | — | 不变 |
| ACGL | ARCH CAP GROUP LTD | $68.41万 | 0.08% | 7,048 | -39 | -0.6% | -$3,785 | 减仓 |
| VTI | VANGUARD INDEX FDS | $67.61万 | 0.07% | 1,827 | 51 | 2.9% | $1.89万 | 加仓 |
| PCT | PURECYCLE TECHNOLOGIES INC | $65.26万 | 0.07% | 80,474 | 3,419 | 4.4% | $2.77万 | 加仓 |
| USMV | ISHARES TR | $64.94万 | 0.07% | 6,732 | 200 | 3.1% | $1.93万 | 加仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $64.40万 | 0.07% | 4,860 | 3,101 | 176.3% | $41.09万 | 加仓 |
| MPC | MARATHON PETE CORP | $63.00万 | 0.07% | 2,464 | -515 | -17.3% | -$13.17万 | 减仓 |
| PULS | PGIM ETF TR | $62.42万 | 0.07% | 12,597 | 3,410 | 37.1% | $16.90万 | 加仓 |
| FOXA | FOX CORP | $61.92万 | 0.07% | 11,872 | 184 | 1.6% | $9,597 | 加仓 |
| CSCO | CISCO SYS INC | $61.68万 | 0.07% | 5,251 | -1,621 | -23.6% | -$19.04万 | 减仓 |
| SNA | SNAP ON INC | $60.60万 | 0.07% | 1,506 | 3 | 0.2% | $1,207 | 加仓 |
| QUAL | ISHARES TR | $60.54万 | 0.07% | 2,759 | -2,636 | -48.9% | -$57.84万 | 减仓 |
| ITOT | ISHARES TR | $60.07万 | 0.07% | 3,657 | 3,657 | — | $60.07万 | 新建仓 |