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 |
|---|---|---|---|---|---|---|---|---|
| — | INNOVATOR ETFS TRUST | $24.37万 | 0.03% | 9,224 | -2,250 | -19.6% | -$5.94万 | 减仓 |
| CSX | CSX CORP | $24.27万 | 0.03% | 5,106 | 154 | 3.1% | $7,320 | 加仓 |
| CR | CRANE COMPANY | $23.94万 | 0.03% | 1,073 | 1,073 | — | $23.94万 | 新建仓 |
| CMI | CUMMINS INC | $23.89万 | 0.03% | 335 | 335 | — | $23.89万 | 新建仓 |
| PNC | PNC FINL SVCS GROUP INC | $23.24万 | 0.03% | 944 | -15 | -1.6% | -$3,693 | 重新持有 |
| RTX | RTX CORPORATION | $23.03万 | 0.03% | 1,214 | 33 | 2.8% | $6,261 | 加仓 |
| XLU | SELECT SECTOR SPDR TR | $23.03万 | 0.03% | 5,080 | 35 | 0.7% | $1,587 | 加仓 |
| WING | WINGSTOP INC | $22.99万 | 0.03% | 1,326 | 1,326 | — | $22.99万 | 新建仓 |
| RKLB | ROCKET LAB CORP | $21.94万 | 0.02% | 2,158 | 2,158 | — | $21.94万 | 新建仓 |
| PRU | PRUDENTIAL FINL INC | $21.82万 | 0.02% | 2,022 | -30 | -1.5% | -$3,238 | 减仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 | $21.10万 | 0.02% | 300 | 300 | — | $21.10万 | 新建仓 |
| INTU | INTUIT | $21.01万 | 0.02% | 805 | 805 | — | $21.01万 | 新建仓 |
| VXUS | VANGUARD STAR FDS | $20.95万 | 0.02% | 2,451 | 2,451 | — | $20.95万 | 新建仓 |
| IGSB | ISHARES TR | $20.18万 | 0.02% | 3,851 | 3,851 | — | $20.18万 | 新建仓 |
| ASTS | AST SPACEMOBILE INC | $20.15万 | 0.02% | 2,268 | 2,268 | — | $20.15万 | 新建仓 |
| MS | MORGAN STANLEY | $20.01万 | 0.02% | 957 | 957 | — | $20.01万 | 新建仓 |
| EPD | ENTERPRISE PRODS PARTNERS L | $20.00万 | 0.02% | 5,442 | 7 | 0.1% | $257 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $19.78万 | 0.02% | 10,237 | 10,237 | — | $19.78万 | 新建仓 |
| — | FABRICAI INC | $14.18万 | 0.02% | 38,425 | 38,425 | — | $14.18万 | 新建仓 |
| BGB | BLACKSTONE STRATEGIC CRED 20 | $11.50万 | 0.01% | 10,175 | -2,240 | -18.0% | -$2.53万 | 减仓 |
| — | URANIUM RTY CORP | $3.24万 | 0.00% | 11,650 | 0 | 0.0% | — | 不变 |
| 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 |