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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $3,619.38万 | 7.59% | 207,533 | 17,646 | 9.3% | $307.75万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $3,502.39万 | 7.34% | 103,670 | -6,933 | -6.3% | -$234.22万 | 减仓 |
| AAPL | APPLE INC | $2,961.29万 | 6.21% | 116,683 | 229 | 0.2% | $5.81万 | 加仓 |
| AVGO | BROADCOM INC | $2,320.37万 | 4.86% | 74,969 | -19 | -0.0% | -$5,881 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $1,764.49万 | 3.70% | 25,108 | -12,042 | -32.4% | -$846.26万 | 减仓 |
| LLY | ELI LILLY & CO | $1,707.37万 | 3.58% | 18,563 | 126 | 0.7% | $11.59万 | 加仓 |
| GOOGL | ALPHABET INC | $1,634.96万 | 3.43% | 56,856 | -21,893 | -27.8% | -$629.56万 | 减仓 |
| COHR | COHERENT CORP | $1,581.57万 | 3.32% | 66,394 | -6,806 | -9.3% | -$162.13万 | 减仓 |
| AMZN | AMAZON COM INC | $1,384.35万 | 2.90% | 66,469 | -14,590 | -18.0% | -$303.87万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $1,147.21万 | 2.41% | 45,782 | -6,049 | -11.7% | -$151.58万 | 减仓 |
| CAT | CATERPILLAR INC | $1,067.01万 | 2.24% | 15,061 | 5,629 | 59.7% | $398.79万 | 加仓 |
| KLAC | KLA CORP | $1,010.22万 | 2.12% | 6,861 | 407 | 6.3% | $59.93万 | 加仓 |
| CSCO | CISCO SYS INC | $984.72万 | 2.06% | 126,913 | 28,339 | 28.7% | $219.88万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $923.13万 | 1.94% | 75,186 | 1,515 | 2.1% | $18.60万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $879.24万 | 1.84% | 18,348 | -155 | -0.8% | -$7.43万 | 减仓 |
| LIN | LINDE PLC | $862.97万 | 1.81% | 17,407 | 10,614 | 156.2% | $526.20万 | 加仓 |
| TJX | TJX COS INC NEW | $835.76万 | 1.75% | 52,333 | 6,551 | 14.3% | $104.62万 | 加仓 |
| MSFT | MICROSOFT CORP | $831.16万 | 1.74% | 22,453 | -20,991 | -48.3% | -$777.04万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $803.19万 | 1.68% | 12,350 | -3,080 | -20.0% | -$200.31万 | 减仓 |
| LRCX | LAM RESEARCH CORP | $801.08万 | 1.68% | 37,493 | 11,002 | 41.5% | $235.07万 | 加仓 |
| GEV | GE VERNOVA INC | $791.72万 | 1.66% | 9,070 | -1,207 | -11.7% | -$105.36万 | 减仓 |
| GLW | CORNING INC | $735.05万 | 1.54% | 54,060 | 38,793 | 254.1% | $527.47万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $685.83万 | 1.44% | 6,883 | 2,664 | 63.1% | $265.44万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $654.02万 | 1.37% | 28,379 | 28,379 | — | $654.02万 | 新建仓 |
| GOOG | ALPHABET INC | $588.86万 | 1.23% | 20,528 | 123 | 0.6% | $3.53万 | 加仓 |
| ITA | ISHARES TR | $438.16万 | 0.92% | 20,030 | 20,030 | — | $438.16万 | 新建仓 |
| DOW | DOW HLDGS INC | $434.97万 | 0.91% | 104,434 | 104,434 | — | $434.97万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $426.88万 | 0.89% | 28,218 | -1,094 | -3.7% | -$16.55万 | 减仓 |
| MRK | MERCK & CO INC | $420.62万 | 0.88% | 34,967 | 25,266 | 260.4% | $303.92万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $414.72万 | 0.87% | 16,966 | 11,691 | 221.6% | $285.77万 | 加仓 |
| NET | CLOUDFLARE INC | $404.59万 | 0.85% | 19,608 | -20,594 | -51.2% | -$424.94万 | 减仓 |
| BMY | BRISTOL-MYERS SQUIBB CO | $371.85万 | 0.78% | 61,310 | 61,310 | — | $371.85万 | 新建仓 |
| GE | GE AEROSPACE | $364.30万 | 0.76% | 12,838 | 2,050 | 19.0% | $58.17万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $362.60万 | 0.76% | 22,617 | 22,617 | — | $362.60万 | 新建仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $361.23万 | 0.76% | 13,000 | -7,803 | -37.5% | -$216.82万 | 减仓 |
| FN | FABRINET | $353.96万 | 0.74% | 6,787 | -4,616 | -40.5% | -$240.73万 | 减仓 |
| ABBV | ABBVIE INC | $333.56万 | 0.70% | 15,337 | 7 | 0.0% | $1,522 | 加仓 |
| NFLX | NETFLIX INC. | $331.91万 | 0.70% | 34,520 | -12,569 | -26.7% | -$120.85万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $328.94万 | 0.69% | 73,050 | -1,357 | -1.8% | -$6.11万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $326.24万 | 0.68% | 13,729 | -14,557 | -51.5% | -$345.91万 | 减仓 |
| ASML | ASML HLDG NV | $322.15万 | 0.68% | 2,439 | 134 | 5.8% | $17.70万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $297.91万 | 0.62% | 17,939 | 17,939 | — | $297.91万 | 新建仓 |
| CIEN | CIENA CORP | $268.38万 | 0.56% | 6,913 | 281 | 4.2% | $10.91万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $267.22万 | 0.56% | 7,907 | 174 | 2.3% | $5.88万 | 加仓 |
| T | AT&T INC | $264.07万 | 0.55% | 91,090 | -66,360 | -42.1% | -$192.38万 | 减仓 |
| GILD | GILEAD SCIENCES INC | $261.81万 | 0.55% | 18,785 | 10,334 | 122.3% | $144.03万 | 加仓 |
| V | VISA INC | $228.67万 | 0.48% | 7,566 | -3,475 | -31.5% | -$105.03万 | 减仓 |
| IJH | ISHARES TR | $224.00万 | 0.47% | 33,170 | 33,170 | — | $224.00万 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $223.01万 | 0.47% | 4,537 | -74 | -1.6% | -$3.64万 | 减仓 |
| AMAT | APPLIED MATLS INC | $215.98万 | 0.45% | 6,319 | 6,319 | — | $215.98万 | 新建仓 |
| WMT | WALMART INC | $215.45万 | 0.45% | 17,336 | 1,978 | 12.9% | $24.58万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $209.36万 | 0.44% | 5,511 | 1,181 | 27.3% | $44.87万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $180.73万 | 0.38% | 3,617 | -5,264 | -59.3% | -$263.02万 | 减仓 |
| DHR | DANAHER CORP DEL | $176.67万 | 0.37% | 9,318 | -85 | -0.9% | -$1.61万 | 减仓 |
| RTX | RTX CORPORATION | $145.54万 | 0.31% | 7,545 | 0 | 0.0% | — | 不变 |
| XLK | SELECT SECTOR SPDR TR | $135.33万 | 0.28% | 10,183 | 143 | 1.4% | $1.90万 | 加仓 |
| ETR | ENTERGY CORP NEW | $133.92万 | 0.28% | 11,919 | 0 | 0.0% | — | 不变 |
| TRP | TC ENERGY CORP | $128.22万 | 0.27% | 20,537 | 342 | 1.7% | $2.14万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $124.32万 | 0.26% | 3,602 | 8 | 0.2% | $2,761 | 加仓 |
| CALX | CALIX INC | $122.47万 | 0.26% | 25,000 | -486 | -1.9% | -$2.38万 | 减仓 |
| VOO | VANGUARD INDEX FDS | $105.71万 | 0.22% | 1,769 | 265 | 17.6% | $15.84万 | 加仓 |
| SYK | STRYKER CORPORATION | $105.31万 | 0.22% | 3,205 | -218 | -6.4% | -$7.16万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $104.35万 | 0.22% | 2,504 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $102.85万 | 0.22% | 7,082 | -1,282 | -15.3% | -$18.62万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $101.39万 | 0.21% | 7,735 | 220 | 2.9% | $2.88万 | 加仓 |
| WELL | WELLTOWER INC | $101.25万 | 0.21% | 5,121 | 94 | 1.9% | $1.86万 | 加仓 |
| DFH | DREAM FINDERS HOMES INC | $96.74万 | 0.20% | 69,500 | 0 | 0.0% | — | 不变 |
| BHP | BHP BILLITON LIMITED | $95.46万 | 0.20% | 13,124 | 7,485 | 132.7% | $54.45万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $93.35万 | 0.20% | 41,287 | 0 | 0.0% | — | 不变 |
| CRVS | CORVUS PHARMACEUTICALS INC | $93.30万 | 0.20% | 63,773 | 0 | 0.0% | — | 不变 |
| QQQ | INVESCO QQQ TR | $91.65万 | 0.19% | 1,588 | -126 | -7.4% | -$7.27万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $88.44万 | 0.19% | 8,614 | 0 | 0.0% | — | 不变 |
| AGX | ARGAN INC | $84.48万 | 0.18% | 1,551 | 0 | 0.0% | — | 不变 |
| ECL | ECOLAB INC | $80.82万 | 0.17% | 3,038 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $80.37万 | 0.17% | 10,568 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $77.72万 | 0.16% | 4,581 | 0 | 0.0% | — | 不变 |
| WMB | WILLIAMS COS INC | $76.03万 | 0.16% | 10,446 | 0 | 0.0% | — | 不变 |
| HD | HOME DEPOT INC | $71.88万 | 0.15% | 2,185 | 0 | 0.0% | — | 不变 |
| TMUS | T-MOBILE US INC | $70.55万 | 0.15% | 3,359 | -10,221 | -75.3% | -$214.67万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $69.26万 | 0.15% | 4,220 | 2,301 | 119.9% | $37.77万 | 重新持有 |
| CFG | CITIZENS FINL GROUP INC | $67.95万 | 0.14% | 11,330 | 11,330 | — | $67.95万 | 新建仓 |
| IVV | ISHARES TR | $67.48万 | 0.14% | 1,033 | 0 | 0.0% | — | 不变 |
| TRS | TRIMAS CORP | $64.69万 | 0.14% | 18,000 | -2,000 | -10.0% | -$7.19万 | 减仓 |
| SHY | ISHARES TR | $64.53万 | 0.14% | 7,815 | 7,815 | — | $64.53万 | 新建仓 |
| — | HONEYWELL INTL INC | $61.86万 | 0.13% | 2,737 | 0 | 0.0% | — | 不变 |
| BRX | BRIXMOR PPTY GROUP INC | $60.94万 | 0.13% | 21,159 | 0 | 0.0% | — | 不变 |
| SNPS | SYNOPSYS INC | $60.50万 | 0.13% | 1,526 | -533 | -25.9% | -$21.13万 | 减仓 |
| GLD | SPDR GOLD TR | $58.69万 | 0.12% | 1,364 | -38 | -2.7% | -$1.64万 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC | $57.62万 | 0.12% | 1,250 | 0 | 0.0% | — | 不变 |
| MCK | MCKESSON CORP | $56.85万 | 0.12% | 657 | 42 | 6.8% | $3.63万 | 加仓 |
| NVS | NOVARTIS AG | $54.99万 | 0.12% | 3,600 | 131 | 3.8% | $2.00万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $54.85万 | 0.12% | 1,710 | 89 | 5.5% | $2.86万 | 加仓 |
| SHEL | SHELL PLC | $54.25万 | 0.11% | 5,833 | -2,837 | -32.7% | -$26.38万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $54.04万 | 0.11% | 5,456 | -324 | -5.6% | -$3.21万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $53.09万 | 0.11% | 7,493 | -3,574 | -32.3% | -$25.32万 | 减仓 |
| CNQ | CANADIAN NAT RES LTD MED TER | $53.08万 | 0.11% | 10,893 | 0 | 0.0% | — | 不变 |
| LOW | LOWES COS INC | $51.13万 | 0.11% | 2,164 | -202 | -8.5% | -$4.77万 | 减仓 |
| NEM | NEWMONT CORP | $46.68万 | 0.10% | 4,312 | -1,030 | -19.3% | -$11.15万 | 减仓 |
| MGK | VANGUARD WORLD FD | $46.00万 | 0.10% | 1,252 | 0 | 0.0% | — | 不变 |
| EPR | EPR PPTYS | $45.32万 | 0.10% | 9,071 | 421 | 4.9% | $2.10万 | 加仓 |