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 |
|---|---|---|---|---|---|---|---|---|
| HPE | HEWLETT PACKARD ENTERPRISE C | $52.87万 | 0.07% | 11,721 | 314 | 2.8% | $1.42万 | 加仓 |
| EPR | EPR PPTYS | $52.26万 | 0.07% | 9,009 | -62 | -0.7% | -$3,597 | 减仓 |
| GTX | GARRETT MOTION INC | $52.19万 | 0.07% | 14,404 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $49.64万 | 0.07% | 657 | 0 | 0.0% | — | 不变 |
| SHEL | SHELL PLC | $46.90万 | 0.07% | 6,048 | 215 | 3.7% | $1.67万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $43.37万 | 0.06% | 1,325 | 1,325 | — | $43.37万 | 新建仓 |
| AMGN | AMGEN INC | $43.27万 | 0.06% | 1,195 | -83 | -6.5% | -$3.01万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR | $41.73万 | 0.06% | 2,630 | 75 | 2.9% | $1.19万 | 加仓 |
| DLR | DIGITAL RLTY TR INC | $39.40万 | 0.05% | 2,194 | 2,194 | — | $39.40万 | 新建仓 |
| ITW | ILLINOIS TOOL WKS INC | $37.76万 | 0.05% | 1,396 | 0 | 0.0% | — | 不变 |
| MET | METLIFE INC | $37.54万 | 0.05% | 4,437 | -96 | -2.1% | -$8,123 | 减仓 |
| ETN | EATON CORP PLC | $37.12万 | 0.05% | 871 | 0 | 0.0% | — | 不变 |
| CNQ | CANADIAN NAT RES LTD MED TER | $36.83万 | 0.05% | 9,323 | -1,570 | -14.4% | -$6.20万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $35.79万 | 0.05% | 3,944 | -4,670 | -54.2% | -$42.38万 | 减仓 |
| PCAR | PACCAR INC | $35.64万 | 0.05% | 2,967 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $35.16万 | 0.05% | 836 | 4 | 0.5% | $1,682 | 加仓 |
| THC | TENET HEALTHCARE CORP | $34.67万 | 0.05% | 1,853 | 1,853 | — | $34.67万 | 新建仓 |
| AEG | AEGON LTD | $34.17万 | 0.05% | 40,482 | 0 | 0.0% | — | 不变 |
| TXN | TEXAS INSTRS INC | $33.68万 | 0.05% | 1,130 | 1,130 | — | $33.68万 | 新建仓 |
| NEE | NEXTERA ENERGY INC | $30.87万 | 0.04% | 3,517 | 0 | 0.0% | — | 不变 |
| HON | HONEYWELL INTL INC | $30.54万 | 0.04% | 1,364 | -1,373 | -50.2% | -$30.74万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $30.42万 | 0.04% | 765 | -485 | -38.8% | -$19.29万 | 减仓 |
| HONA | HONEYWELL AEROSPACE INC | $30.16万 | 0.04% | 1,364 | 1,364 | — | $30.16万 | 新建仓 |
| HLIO | HELIOS TECHNOLOGIES INC | $29.49万 | 0.04% | 3,304 | 3,304 | — | $29.49万 | 新建仓 |
| ROKU | ROKU INC | $27.63万 | 0.04% | 2,000 | 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 |
| IYW | ISHARES TR | $26.69万 | 0.04% | 1,058 | 0 | 0.0% | — | 重新持有 |
| MGV | VANGUARD WORLD FD | $24.04万 | 0.03% | 1,471 | 0 | 0.0% | — | 不变 |
| ITOT | ISHARES TR | $22.90万 | 0.03% | 1,394 | 0 | 0.0% | — | 重新持有 |
| GTLB | GITLAB INC | $22.90万 | 0.03% | 7,500 | 0 | 0.0% | — | 重新持有 |
| URI | UNITED RENTALS INC | $22.66万 | 0.03% | 200 | -186 | -48.2% | -$21.07万 | 重新持有 |
| VICI | VICI PPTYS INC | $21.52万 | 0.03% | 8,105 | -170 | -2.1% | -$4,514 | 减仓 |
| MS | MORGAN STANLEY | $21.30万 | 0.03% | 1,019 | -132 | -11.5% | -$2.76万 | 重新持有 |
| TFII | TFI INTERNATIONAL INC | $20.91万 | 0.03% | 1,453 | 1,453 | — | $20.91万 | 新建仓 |
| CCJ | CAMECO CORP | $20.37万 | 0.03% | 2,000 | 0 | 0.0% | — | 不变 |
| UAE | ISHARES TR | $20.14万 | 0.03% | 10,592 | 10,592 | — | $20.14万 | 新建仓 |
| IVW | ISHARES TR | $20.08万 | 0.03% | 1,460 | 1,460 | — | $20.08万 | 新建仓 |
| OBE | OBSIDIAN ENERGY LTD | $8.94万 | 0.01% | 11,000 | 11,000 | — | $8.94万 | 新建仓 |
| 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 |