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 |
|---|---|---|---|---|---|---|---|---|
| DHR | DANAHER CORP DEL | $176.38万 | 0.25% | 9,260 | -58 | -0.6% | -$1.10万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $185.46万 | 0.26% | 3,611 | -6 | -0.2% | -$3,082 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $186.71万 | 0.26% | 9,800 | -383 | -3.8% | -$7.30万 | 减仓 |
| WMT | WALMART INC | $195.10万 | 0.27% | 17,226 | -110 | -0.6% | -$1.25万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $197.26万 | 0.27% | 7,767 | -9,199 | -54.2% | -$233.63万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.32万 | 0.29% | 4,215 | -322 | -7.1% | -$16.14万 | 减仓 |
| NFLX | NETFLIX INC. | $238.09万 | 0.33% | 33,346 | -1,174 | -3.4% | -$8.38万 | 减仓 |
| BE | BLOOM ENERGY CORP | $242.92万 | 0.34% | 8,025 | 8,025 | — | $242.92万 | 新建仓 |
| V | VISA INC | $259.14万 | 0.36% | 7,553 | -13 | -0.2% | -$4,460 | 减仓 |
| FN | FABRINET | $280.93万 | 0.39% | 4,998 | -1,789 | -26.4% | -$100.56万 | 减仓 |
| CIEN | CIENA CORP | $291.54万 | 0.41% | 5,943 | -970 | -14.0% | -$47.58万 | 减仓 |
| EQIX | EQUINIX INC | $340.76万 | 0.47% | 3,269 | 3,269 | — | $340.76万 | 新建仓 |
| APH | AMPHENOL CORP | $341.44万 | 0.47% | 19,365 | 19,365 | — | $341.44万 | 新建仓 |
| INTC | INTEL CORP | $349.70万 | 0.49% | 25,045 | 25,045 | — | $349.70万 | 新建仓 |
| ABBV | ABBVIE INC | $366.54万 | 0.51% | 14,566 | -771 | -5.0% | -$19.40万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $397.19万 | 0.55% | 8,317 | 410 | 5.2% | $19.58万 | 加仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $413.19万 | 0.57% | 13,638 | -91 | -0.7% | -$2.76万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $415.50万 | 0.58% | 48,185 | -24,865 | -34.0% | -$214.41万 | 减仓 |
| GE | GE AEROSPACE | $445.11万 | 0.62% | 11,910 | -928 | -7.2% | -$34.68万 | 减仓 |
| MRK | MERCK & CO INC | $445.72万 | 0.62% | 34,686 | -281 | -0.8% | -$3.61万 | 减仓 |
| CVS | CVS HEALTH CORP | $450.47万 | 0.63% | 43,545 | 43,545 | — | $450.47万 | 新建仓 |
| NET | CLOUDFLARE INC | $462.99万 | 0.64% | 18,876 | -732 | -3.7% | -$17.95万 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $468.16万 | 0.65% | 16,648 | 16,648 | — | $468.16万 | 新建仓 |
| ITA | ISHARES TR | $485.49万 | 0.68% | 20,027 | -3 | -0.0% | -$727 | 减仓 |
| ASML | ASML HLDG NV | $510.29万 | 0.71% | 2,565 | 126 | 5.2% | $25.07万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $608.53万 | 0.85% | 7,974 | -4,894 | -38.0% | -$373.48万 | 重新持有 |
| DELL | DELL TECHNOLOGIES INC | $641.67万 | 0.89% | 14,872 | 10,652 | 252.4% | $459.59万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $646.21万 | 0.90% | 6,908 | 25 | 0.4% | $2.34万 | 加仓 |
| GOOG | ALPHABET INC | $723.72万 | 1.01% | 20,483 | -45 | -0.2% | -$1.59万 | 减仓 |
| HWM | HOWMET AEROSPACE INC | $801.26万 | 1.11% | 29,802 | 1,423 | 5.0% | $38.26万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $830.43万 | 1.15% | 22,126 | 9,126 | 70.2% | $342.52万 | 加仓 |
| TJX | TJX COS INC NEW | $877.22万 | 1.22% | 57,902 | 5,569 | 10.6% | $84.37万 | 加仓 |
| LIN | LINDE PLC | $886.40万 | 1.23% | 17,081 | -326 | -1.9% | -$16.92万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $904.90万 | 1.26% | 12,118 | -232 | -1.9% | -$17.32万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $917.26万 | 1.28% | 18,331 | -17 | -0.1% | -$8,507 | 减仓 |
| ARM | ARM HOLDINGS PLC | $1,000.53万 | 1.39% | 28,218 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $1,102.96万 | 1.53% | 9,388 | 318 | 3.5% | $37.36万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,219.19万 | 1.70% | 16,863 | 10,544 | 166.9% | $762.33万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,255.70万 | 1.75% | 36,822 | 14,205 | 62.8% | $484.42万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,358.92万 | 1.89% | 79,993 | 4,807 | 6.4% | $81.66万 | 加仓 |
| GLW | CORNING INC | $1,440.50万 | 2.00% | 56,395 | 2,335 | 4.3% | $59.64万 | 加仓 |
| CSCO | CISCO SYS INC | $1,485.52万 | 2.07% | 126,470 | -443 | -0.3% | -$5.20万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,531.63万 | 2.13% | 45,745 | -37 | -0.1% | -$1.24万 | 减仓 |
| CAT | CATERPILLAR INC | $1,655.49万 | 2.30% | 15,546 | 485 | 3.2% | $51.65万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,660.86万 | 2.31% | 44,525 | 22,072 | 98.3% | $823.32万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,794.25万 | 2.50% | 41,406 | 3,913 | 10.4% | $169.56万 | 加仓 |
| AMZN | AMAZON COM INC | $1,984.14万 | 2.76% | 83,248 | 16,779 | 25.2% | $399.91万 | 加仓 |
| KLAC | KLA CORP | $2,068.52万 | 2.88% | 68,560 | -50 | -0.1% | -$1.51万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $2,100.96万 | 2.92% | 24,485 | -623 | -2.5% | -$53.46万 | 减仓 |
| LLY | ELI LILLY & CO | $2,263.56万 | 3.15% | 18,872 | 309 | 1.7% | $37.06万 | 加仓 |
| COHR | COHERENT CORP | $2,527.21万 | 3.51% | 64,066 | -2,328 | -3.5% | -$91.83万 | 减仓 |
| AVGO | BROADCOM INC | $2,819.90万 | 3.92% | 74,650 | -319 | -0.4% | -$12.05万 | 减仓 |
| GOOGL | ALPHABET INC | $3,060.48万 | 4.26% | 85,639 | 28,783 | 50.6% | $1,028.62万 | 加仓 |
| AAPL | APPLE INC | $3,349.83万 | 4.66% | 115,767 | -916 | -0.8% | -$26.51万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,203.39万 | 5.85% | 210,075 | 2,542 | 1.2% | $50.86万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.05亿 | 14.59% | 90,864 | -12,806 | -12.4% | -$1,478.18万 | 减仓 |