JACKSON SQUARE CAPITAL, LLC
SAN FRANCISCO CA · SEC CIK 0001812178
$4.77亿2026Q1 申报市值
129持仓数
45.3%前十大占比 · 第一大 7.6%
15 / 32新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
HWM 新建仓+$654.02万
GLW 加仓+$527.47万
LIN 加仓+$526.20万
ITA 新建仓+$438.16万
DOW 新建仓+$434.97万
2026Q1 卖出最多 按季末市值估算
CYBERARK SOFTWAR 清仓-$1,052.84万
LITE 减仓-$846.26万
MSFT 减仓-$777.04万
GOOGL 减仓-$629.56万
TRMB 清仓-$441.93万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| — | CYBERARK SOFTWARE LTD | $0 | 0.00% | 0 | -23,603 | -100.0% | -$1,052.84万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| TRMB | TRIMBLE INC | $0 | 0.00% | 0 | -56,404 | -100.0% | -$441.93万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -12,087 | -100.0% | -$427.00万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -12,754 | -100.0% | -$377.78万 | 清仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $0 | 0.00% | 0 | -6,008 | -100.0% | -$348.89万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -22,914 | -100.0% | -$329.71万 | 清仓 |
| JBHT | HUNT J B TRANS SVCS INC | $0 | 0.00% | 0 | -14,853 | -100.0% | -$288.65万 | 清仓 |
| FCX | FREEPORT-MCMORAN INC | $0 | 0.00% | 0 | -44,961 | -100.0% | -$228.36万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -35,253 | -100.0% | -$178.10万 | 清仓 |
| VST | VISTRA CORP | $0 | 0.00% | 0 | -7,549 | -100.0% | -$121.79万 | 清仓 |
| BX | BLACKSTONE INC | $0 | 0.00% | 0 | -6,360 | -100.0% | -$98.03万 | 清仓 |
| — | DYNAVAX TECHNOLOGIES CORP | $0 | 0.00% | 0 | -59,385 | -100.0% | -$91.33万 | 清仓 |
| NWG | NATWEST GROUP PLC | $0 | 0.00% | 0 | -44,524 | -100.0% | -$77.92万 | 清仓 |
| ARES | ARES MANAGEMENT CORPORATION | $0 | 0.00% | 0 | -4,360 | -100.0% | -$70.47万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -11,832 | -100.0% | -$65.08万 | 清仓 |
| QCOM | QUALCOMM INC | $0 | 0.00% | 0 | -3,586 | -100.0% | -$61.34万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -11,264 | -100.0% | -$59.09万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -3,461 | -100.0% | -$57.58万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC | $0 | 0.00% | 0 | -5,029 | -100.0% | -$56.23万 | 清仓 |
| XEL | XCEL ENERGY INC | $0 | 0.00% | 0 | -7,091 | -100.0% | -$52.37万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| PD | PAGERDUTY INC | $0 | 0.00% | 0 | -35,169 | -100.0% | -$46.11万 | 清仓 |
| EWG | ISHARES INC | $0 | 0.00% | 0 | -10,147 | -100.0% | -$43.12万 | 清仓 |
| AVY | AVERY DENNISON CORP | $0 | 0.00% | 0 | -2,360 | -100.0% | -$42.92万 | 清仓 |
| INDA | ISHARES TR | $0 | 0.00% | 0 | -7,905 | -100.0% | -$42.73万 | 清仓 |
| SSNC | SS&C TECHNOLOGIES HLDGS INC | $0 | 0.00% | 0 | -4,699 | -100.0% | -$41.08万 | 清仓 |
| DG | DOLLAR GEN CORP NEW | $0 | 0.00% | 0 | -2,504 | -100.0% | -$33.25万 | 清仓 |
| URI | UNITED RENTALS INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| INTU | INTUIT | $0 | 0.00% | 0 | -447 | -100.0% | -$29.61万 | 清仓 |
| NTR | NUTRIEN LTD | $0 | 0.00% | 0 | -4,588 | -100.0% | -$28.36万 | 清仓 |
| GTLB | GITLAB INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| NOW | SERVICENOW INC | $0 | 0.00% | 0 | -1,805 | -100.0% | -$27.65万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -4,002 | -100.0% | -$23.36万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -370 | -100.0% | -$22.39万 | 清仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IYW | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| ITOT | ISHARES TR | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| IE | IVANHOE ELECTRIC INC | $0 | 0.00% | 0 | -12,229 | -100.0% | -$19.54万 | 清仓 |
| VLY | VALLEY NATL BANCORP | $19.86万 | 0.04% | 16,173 | 0 | 0.0% | — | 不变 |
| TDS | TELEPHONE & DATA SYS INC | $20.21万 | 0.04% | 4,800 | 4,800 | — | $20.21万 | 新建仓 |
| AMD | ADVANCED MICRO DEVICES INC | $20.26万 | 0.04% | 996 | 25 | 2.6% | $5,086 | 加仓 |
| DTD | WISDOMTREE TR | $20.60万 | 0.04% | 2,385 | 0 | 0.0% | — | 不变 |
| MGV | VANGUARD WORLD FD | $21.32万 | 0.04% | 1,471 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $21.35万 | 0.04% | 864 | 864 | — | $21.35万 | 新建仓 |
| CCJ | CAMECO CORP | $21.72万 | 0.05% | 2,000 | 2,000 | — | $21.72万 | 新建仓 |
| VICI | VICI PPTYS INC | $22.61万 | 0.05% | 8,275 | -29 | -0.3% | -$792 | 减仓 |
| — | CALAVO GROWERS INC | $25.79万 | 0.05% | 10,000 | -18,762 | -65.2% | -$48.39万 | 减仓 |
| META | META PLATFORMS INC | $25.97万 | 0.05% | 454 | -4,698 | -91.2% | -$268.79万 | 减仓 |
| GTX | GARRETT MOTION INC | $26.17万 | 0.05% | 14,404 | 0 | 0.0% | — | 不变 |
| HPE | HEWLETT PACKARD ENTERPRISE C | $27.16万 | 0.06% | 11,407 | 931 | 8.9% | $2.22万 | 加仓 |
| CRC | CALIFORNIA RES CORP | $28.53万 | 0.06% | 4,122 | -5,321 | -56.3% | -$36.83万 | 重新持有 |
| AEG | AEGON LTD | $29.39万 | 0.06% | 40,482 | -2,007 | -4.7% | -$1.46万 | 减仓 |
| TSLA | TESLA INC | $30.93万 | 0.06% | 832 | -38 | -4.4% | -$1.41万 | 减仓 |
| ETN | EATON CORP PLC | $31.15万 | 0.07% | 871 | -20 | -2.2% | -$7,153 | 减仓 |
| MET | METLIFE INC | $32.06万 | 0.07% | 4,533 | 0 | 0.0% | — | 不变 |
| NEE | NEXTERA ENERGY INC | $32.67万 | 0.07% | 3,517 | 0 | 0.0% | — | 不变 |
| ADI | ANALOG DEVICES INC | $32.70万 | 0.07% | 1,028 | 1,028 | — | $32.70万 | 新建仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $33.45万 | 0.07% | 2,127 | 0 | 0.0% | — | 不变 |
| PCAR | PACCAR INC | $34.27万 | 0.07% | 2,967 | 317 | 12.0% | $3.66万 | 加仓 |
| IWM | ISHARES TR | $36.33万 | 0.08% | 1,465 | 36 | 2.5% | $8,928 | 加仓 |
| ITW | ILLINOIS TOOL WKS INC | $36.34万 | 0.08% | 1,396 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $37.46万 | 0.08% | 2,555 | 0 | 0.0% | — | 不变 |
| WDC | WESTERN DIGITAL CORP | $38.33万 | 0.08% | 1,417 | 0 | 0.0% | — | 不变 |
| GDX | VANECK ETF TRUST | $39.96万 | 0.08% | 4,354 | 1,080 | 33.0% | $9.91万 | 加仓 |
| REGN | REGENERON PHARMACEUTICALS | $40.72万 | 0.09% | 527 | 0 | 0.0% | — | 不变 |
| ING | ING GROEP N.V. | $41.55万 | 0.09% | 15,952 | 0 | 0.0% | — | 不变 |
| AMGN | AMGEN INC | $44.97万 | 0.09% | 1,278 | 1,278 | — | $44.97万 | 新建仓 |
| EPR | EPR PPTYS | $45.32万 | 0.10% | 9,071 | 421 | 4.9% | $2.10万 | 加仓 |
| MGK | VANGUARD WORLD FD | $46.00万 | 0.10% | 1,252 | 0 | 0.0% | — | 不变 |
| NEM | NEWMONT CORP | $46.68万 | 0.10% | 4,312 | -1,030 | -19.3% | -$11.15万 | 减仓 |
| LOW | LOWES COS INC | $51.13万 | 0.11% | 2,164 | -202 | -8.5% | -$4.77万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.08万 | 0.11% | 10,893 | 0 | 0.0% | — | 不变 |
| WAL | WESTERN ALLIANCE BANCORP | $53.09万 | 0.11% | 7,493 | -3,574 | -32.3% | -$25.32万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $54.04万 | 0.11% | 5,456 | -324 | -5.6% | -$3.21万 | 减仓 |
| SHEL | SHELL PLC | $54.25万 | 0.11% | 5,833 | -2,837 | -32.7% | -$26.38万 | 减仓 |
| VTI | VANGUARD INDEX FDS | $54.85万 | 0.12% | 1,710 | 89 | 5.5% | $2.86万 | 加仓 |
| NVS | NOVARTIS AG | $54.99万 | 0.12% | 3,600 | 131 | 3.8% | $2.00万 | 加仓 |
| MCK | MCKESSON CORP | $56.85万 | 0.12% | 657 | 42 | 6.8% | $3.63万 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.62万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| GLD | SPDR GOLD TR | $58.69万 | 0.12% | 1,364 | -38 | -2.7% | -$1.64万 | 减仓 |
| SNPS | SYNOPSYS INC | $60.50万 | 0.13% | 1,526 | -533 | -25.9% | -$21.13万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $60.94万 | 0.13% | 21,159 | 0 | 0.0% | — | 不变 |
| — | HONEYWELL INTL INC | $61.86万 | 0.13% | 2,737 | 0 | 0.0% | — | 不变 |
| SHY | ISHARES TR | $64.53万 | 0.14% | 7,815 | 7,815 | — | $64.53万 | 新建仓 |
| TRS | TRIMAS CORP | $64.69万 | 0.14% | 18,000 | -2,000 | -10.0% | -$7.19万 | 减仓 |
| IVV | ISHARES TR | $67.48万 | 0.14% | 1,033 | 0 | 0.0% | — | 不变 |
| CFG | CITIZENS FINL GROUP INC | $67.95万 | 0.14% | 11,330 | 11,330 | — | $67.95万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $69.26万 | 0.15% | 4,220 | 2,301 | 119.9% | $37.77万 | 重新持有 |
| TMUS | T-MOBILE US INC | $70.55万 | 0.15% | 3,359 | -10,221 | -75.3% | -$214.67万 | 减仓 |
| HD | HOME DEPOT INC | $71.88万 | 0.15% | 2,185 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $76.03万 | 0.16% | 10,446 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $77.72万 | 0.16% | 4,581 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $80.37万 | 0.17% | 10,568 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $80.82万 | 0.17% | 3,038 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $84.48万 | 0.18% | 1,551 | 0 | 0.0% | — | 不变 |
| ABT | ABBOTT LABORATORIES | $88.44万 | 0.19% | 8,614 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $91.65万 | 0.19% | 1,588 | -126 | -7.4% | -$7.27万 | 减仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $93.30万 | 0.20% | 63,773 | 0 | 0.0% | — | 不变 |