JACKSON SQUARE CAPITAL, LLC
SAN FRANCISCO CA · SEC CIK 0001812178
$7.19亿2026Q2 申报市值
138持仓数
48.5%前十大占比 · 第一大 14.6%
19 / 18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
GOOGL 加仓+$1,028.62万
MSFT 加仓+$823.32万
AMAT 加仓+$762.33万
PANW 加仓+$484.42万
IBM 新建仓+$468.16万
2026Q2 卖出最多 按季末市值估算
MU 减仓-$1,478.18万
DOW 清仓-$434.97万
CRWD 重新持有-$373.48万
BMY 减仓-$298.59万
CHRW 清仓-$297.91万
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 |
|---|---|---|---|---|---|---|---|---|
| DOW | DOW HLDGS INC | $0 | 0.00% | 0 | -104,434 | -100.0% | -$434.97万 | 清仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $0 | 0.00% | 0 | -17,939 | -100.0% | -$297.91万 | 清仓 |
| GILD | GILEAD SCIENCES INC | $0 | 0.00% | 0 | -18,785 | -100.0% | -$261.81万 | 清仓 |
| IJH | ISHARES TR | $0 | 0.00% | 0 | -33,170 | -100.0% | -$224.00万 | 清仓 |
| TMUS | T-MOBILE US INC | $0 | 0.00% | 0 | -3,359 | -100.0% | -$70.55万 | 清仓 |
| TRS | TRIMAS CORP | $0 | 0.00% | 0 | -18,000 | -100.0% | -$64.69万 | 清仓 |
| SHY | ISHARES TR | $0 | 0.00% | 0 | -7,815 | -100.0% | -$64.53万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -1,364 | -100.0% | -$58.69万 | 清仓 |
| LOW | LOWES COS INC | $0 | 0.00% | 0 | -2,164 | -100.0% | -$51.13万 | 清仓 |
| NEM | NEWMONT CORP | $0 | 0.00% | 0 | -4,312 | -100.0% | -$46.68万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -527 | -100.0% | -$40.72万 | 清仓 |
| GDX | VANECK ETF TRUST | $0 | 0.00% | 0 | -4,354 | -100.0% | -$39.96万 | 清仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $0 | 0.00% | 0 | -2,127 | -100.0% | -$33.45万 | 清仓 |
| ADI | ANALOG DEVICES INC | $0 | 0.00% | 0 | -1,028 | -100.0% | -$32.70万 | 清仓 |
| CRC | CALIFORNIA RES CORP | $0 | 0.00% | 0 | -4,122 | -100.0% | -$28.53万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -10,000 | -100.0% | -$25.79万 | 清仓 |
| DTD | WISDOMTREE TR | $0 | 0.00% | 0 | -2,385 | -100.0% | -$20.60万 | 清仓 |
| TDS | TELEPHONE & DATA SYS INC | $0 | 0.00% | 0 | -4,800 | -100.0% | -$20.21万 | 清仓 |
| OBE | OBSIDIAN ENERGY LTD | $8.94万 | 0.01% | 11,000 | 11,000 | — | $8.94万 | 新建仓 |
| IVW | ISHARES TR | $20.08万 | 0.03% | 1,460 | 1,460 | — | $20.08万 | 新建仓 |
| UAE | ISHARES TR | $20.14万 | 0.03% | 10,592 | 10,592 | — | $20.14万 | 新建仓 |
| CCJ | CAMECO CORP | $20.37万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| TFII | TFI INTERNATIONAL INC | $20.91万 | 0.03% | 1,453 | 1,453 | — | $20.91万 | 新建仓 |
| MS | MORGAN STANLEY | $21.30万 | 0.03% | 1,019 | -132 | -11.5% | -$2.76万 | 重新持有 |
| VICI | VICI PPTYS INC | $21.52万 | 0.03% | 8,105 | -170 | -2.1% | -$4,514 | 减仓 |
| URI | UNITED RENTALS INC | $22.66万 | 0.03% | 200 | -186 | -48.2% | -$21.07万 | 重新持有 |
| GTLB | GITLAB INC | $22.90万 | 0.03% | 7,500 | 0 | 0.0% | — | 重新持有 |
| ITOT | ISHARES TR | $22.90万 | 0.03% | 1,394 | 0 | 0.0% | — | 重新持有 |
| MGV | VANGUARD WORLD FD | $24.04万 | 0.03% | 1,471 | 0 | 0.0% | — | 不变 |
| IYW | ISHARES TR | $26.69万 | 0.04% | 1,058 | 0 | 0.0% | — | 重新持有 |
| META | META PLATFORMS INC | $26.87万 | 0.04% | 477 | 23 | 5.1% | $1.30万 | 加仓 |
| ROKU | ROKU INC | $27.63万 | 0.04% | 2,000 | 0 | 0.0% | — | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $29.49万 | 0.04% | 3,304 | 3,304 | — | $29.49万 | 新建仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.16万 | 0.04% | 1,364 | 1,364 | — | $30.16万 | 新建仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.42万 | 0.04% | 765 | -485 | -38.8% | -$19.29万 | 减仓 |
| HON | HONEYWELL INTL INC | $30.54万 | 0.04% | 1,364 | -1,373 | -50.2% | -$30.74万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $30.87万 | 0.04% | 3,517 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.68万 | 0.05% | 1,130 | 1,130 | — | $33.68万 | 新建仓 |
| AEG | AEGON LTD | $34.17万 | 0.05% | 40,482 | 0 | 0.0% | — | 不变 |
| THC | TENET HEALTHCARE CORP | $34.67万 | 0.05% | 1,853 | 1,853 | — | $34.67万 | 新建仓 |
| TSLA | TESLA INC | $35.16万 | 0.05% | 836 | 4 | 0.5% | $1,682 | 加仓 |
| PCAR | PACCAR INC | $35.64万 | 0.05% | 2,967 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $35.79万 | 0.05% | 3,944 | -4,670 | -54.2% | -$42.38万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $36.83万 | 0.05% | 9,323 | -1,570 | -14.4% | -$6.20万 | 减仓 |
| ETN | EATON CORP PLC | $37.12万 | 0.05% | 871 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $37.54万 | 0.05% | 4,437 | -96 | -2.1% | -$8,123 | 减仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.76万 | 0.05% | 1,396 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $39.40万 | 0.05% | 2,194 | 2,194 | — | $39.40万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $41.73万 | 0.06% | 2,630 | 75 | 2.9% | $1.19万 | 加仓 |
| AMGN | AMGEN INC | $43.27万 | 0.06% | 1,195 | -83 | -6.5% | -$3.01万 | 减仓 |
| JPM | JPMORGAN CHASE & CO | $43.37万 | 0.06% | 1,325 | 1,325 | — | $43.37万 | 新建仓 |
| SHEL | SHELL PLC | $46.90万 | 0.07% | 6,048 | 215 | 3.7% | $1.67万 | 加仓 |
| MCK | MCKESSON CORP | $49.64万 | 0.07% | 657 | 0 | 0.0% | — | 不变 |
| GTX | GARRETT MOTION INC | $52.19万 | 0.07% | 14,404 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $52.26万 | 0.07% | 9,009 | -62 | -0.7% | -$3,597 | 减仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $52.87万 | 0.07% | 11,721 | 314 | 2.8% | $1.42万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.68万 | 0.08% | 9,490 | -51,820 | -84.5% | -$298.59万 | 减仓 |
| MGK | VANGUARD WORLD FD | $55.03万 | 0.08% | 6,260 | 0 | 0.0% | — | 不变 |
| NVS | NOVARTIS AG | $57.09万 | 0.08% | 3,643 | 43 | 1.2% | $6,739 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $59.38万 | 0.08% | 7,224 | -269 | -3.6% | -$2.21万 | 减仓 |
| MMM | 3M CO | $61.04万 | 0.08% | 3,770 | -3,312 | -46.8% | -$53.62万 | 减仓 |
| VLO | VALERO ENERGY CORP | $62.79万 | 0.09% | 2,411 | 1,547 | 179.1% | $40.29万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $63.28万 | 0.09% | 1,710 | 0 | 0.0% | — | 不变 |
| AMD | ADVANCED MICRO DEVICES INC | $63.67万 | 0.09% | 1,096 | 100 | 10.0% | $5.81万 | 加仓 |
| IWM | ISHARES TR | $66.67万 | 0.09% | 2,219 | 754 | 51.5% | $22.65万 | 加仓 |
| — | EXXON MOBIL CORP | $67.38万 | 0.09% | 4,928 | 347 | 7.6% | $4.74万 | 加仓 |
| TENB | TENABLE HLDGS INC | $67.57万 | 0.09% | 18,321 | 18,321 | — | $67.57万 | 新建仓 |
| HD | HOME DEPOT INC | $68.08万 | 0.09% | 1,930 | -255 | -11.7% | -$9.00万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $68.58万 | 0.10% | 4,694 | 4,694 | — | $68.58万 | 新建仓 |
| T | AT&T INC | $74.99万 | 0.10% | 36,226 | -54,864 | -60.2% | -$113.57万 | 减仓 |
| WMB | WILLIAMS COS INC | $77.08万 | 0.11% | 10,369 | -77 | -0.7% | -$5,724 | 减仓 |
| VLY | VALLEY NATL BANCORP | $78.60万 | 0.11% | 53,650 | 37,477 | 231.7% | $54.90万 | 加仓 |
| ECL | ECOLAB INC | $78.87万 | 0.11% | 2,831 | -207 | -6.8% | -$5.77万 | 减仓 |
| IVV | ISHARES TR | $82.15万 | 0.11% | 1,097 | 64 | 6.2% | $4.79万 | 加仓 |
| ING | ING GROEP N.V. | $83.40万 | 0.12% | 26,578 | 10,626 | 66.6% | $33.34万 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $86.10万 | 0.12% | 1,348 | -69 | -4.9% | -$4.41万 | 减仓 |
| CDW | CDW CORP | $87.13万 | 0.12% | 6,195 | 6,195 | — | $87.13万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC | $87.38万 | 0.12% | 3,122 | -2,389 | -43.3% | -$66.87万 | 减仓 |
| KO | COCA COLA CO | $87.54万 | 0.12% | 10,772 | 204 | 1.9% | $1.66万 | 加仓 |
| CALX | CALIX INC | $93.30万 | 0.13% | 25,000 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $95.28万 | 0.13% | 63,773 | 0 | 0.0% | — | 不变 |
| RVLV | REVOLVE GROUP INC | $95.76万 | 0.13% | 41,837 | 550 | 1.3% | $1.26万 | 加仓 |
| SYK | STRYKER CORPORATION | $98.54万 | 0.14% | 3,130 | -75 | -2.3% | -$2.36万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $104.40万 | 0.15% | 33,111 | 11,952 | 56.5% | $37.68万 | 加仓 |
| AGX | ARGAN INC | $104.77万 | 0.15% | 1,312 | -239 | -15.4% | -$19.09万 | 减仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $104.79万 | 0.15% | 3,606 | 4 | 0.1% | $1,162 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $105.82万 | 0.15% | 7,735 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $106.73万 | 0.15% | 15,232 | 3,902 | 34.4% | $27.34万 | 加仓 |
| RTX | RTX CORPORATION | $107.98万 | 0.15% | 5,691 | -1,854 | -24.6% | -$35.18万 | 减仓 |
| BHP | BHP BILLITON LIMITED | $110.84万 | 0.15% | 13,304 | 180 | 1.4% | $1.50万 | 加仓 |
| SNPS | SYNOPSYS INC | $115.31万 | 0.16% | 2,585 | 1,059 | 69.4% | $47.24万 | 加仓 |
| WELL | WELLTOWER INC | $115.66万 | 0.16% | 5,096 | -25 | -0.5% | -$5,674 | 减仓 |
| DFH | DREAM FINDERS HOMES INC | $119.96万 | 0.17% | 69,500 | 0 | 0.0% | — | 不变 |
| TT | TRANE TECHNOLOGIES PLC | $122.99万 | 0.17% | 2,504 | 0 | 0.0% | — | 不变 |
| VOO | VANGUARD INDEX FDS | $123.48万 | 0.17% | 1,798 | 29 | 1.6% | $1.99万 | 加仓 |
| QQQ | INVESCO QQQ TR | $129.09万 | 0.18% | 1,753 | 165 | 10.4% | $12.15万 | 加仓 |
| TRP | TC ENERGY CORP | $136.01万 | 0.19% | 20,542 | 5 | 0.0% | $331 | 加仓 |
| ETR | ENTERGY CORP NEW | $137.15万 | 0.19% | 11,941 | 22 | 0.2% | $2,527 | 加仓 |
| DDOG | DATADOG INC | $167.44万 | 0.23% | 6,431 | 2,738 | 74.1% | $71.29万 | 重新持有 |
| MRVL | MARVELL TECHNOLOGY INC | $168.78万 | 0.23% | 5,666 | 210 | 3.8% | $6.26万 | 加仓 |