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 |
|---|---|---|---|---|---|---|---|---|
| MU | MICRON TECHNOLOGY INC | $1.05亿 | 14.59% | 90,864 | -12,806 | -12.4% | -$1,478.18万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $4,203.39万 | 5.85% | 210,075 | 2,542 | 1.2% | $50.86万 | 加仓 |
| AAPL | APPLE INC | $3,349.83万 | 4.66% | 115,767 | -916 | -0.8% | -$26.51万 | 减仓 |
| GOOGL | ALPHABET INC | $3,060.48万 | 4.26% | 85,639 | 28,783 | 50.6% | $1,028.62万 | 加仓 |
| AVGO | BROADCOM INC | $2,819.90万 | 3.92% | 74,650 | -319 | -0.4% | -$12.05万 | 减仓 |
| COHR | COHERENT CORP | $2,527.21万 | 3.51% | 64,066 | -2,328 | -3.5% | -$91.83万 | 减仓 |
| LLY | ELI LILLY & CO | $2,263.56万 | 3.15% | 18,872 | 309 | 1.7% | $37.06万 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2,100.96万 | 2.92% | 24,485 | -623 | -2.5% | -$53.46万 | 减仓 |
| KLAC | KLA CORP | $2,068.52万 | 2.88% | 68,560 | -50 | -0.1% | -$1.51万 | 减仓 |
| AMZN | AMAZON COM INC | $1,984.14万 | 2.76% | 83,248 | 16,779 | 25.2% | $399.91万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $1,794.25万 | 2.50% | 41,406 | 3,913 | 10.4% | $169.56万 | 加仓 |
| MSFT | MICROSOFT CORP | $1,660.86万 | 2.31% | 44,525 | 22,072 | 98.3% | $823.32万 | 加仓 |
| CAT | CATERPILLAR INC | $1,655.49万 | 2.30% | 15,546 | 485 | 3.2% | $51.65万 | 加仓 |
| VRT | VERTIV HOLDINGS CO | $1,531.63万 | 2.13% | 45,745 | -37 | -0.1% | -$1.24万 | 减仓 |
| CSCO | CISCO SYS INC | $1,485.52万 | 2.07% | 126,470 | -443 | -0.3% | -$5.20万 | 减仓 |
| GLW | CORNING INC | $1,440.50万 | 2.00% | 56,395 | 2,335 | 4.3% | $59.64万 | 加仓 |
| ANET | ARISTA NETWORKS INC | $1,358.92万 | 1.89% | 79,993 | 4,807 | 6.4% | $81.66万 | 加仓 |
| PANW | PALO ALTO NETWORKS INC | $1,255.70万 | 1.75% | 36,822 | 14,205 | 62.8% | $484.42万 | 加仓 |
| AMAT | APPLIED MATLS INC | $1,219.19万 | 1.70% | 16,863 | 10,544 | 166.9% | $762.33万 | 加仓 |
| GEV | GE VERNOVA INC | $1,102.96万 | 1.53% | 9,388 | 318 | 3.5% | $37.36万 | 加仓 |
| ARM | ARM HOLDINGS PLC | $1,000.53万 | 1.39% | 28,218 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $917.26万 | 1.28% | 18,331 | -17 | -0.1% | -$8,507 | 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 |
| LIN | LINDE PLC | $886.40万 | 1.23% | 17,081 | -326 | -1.9% | -$16.92万 | 减仓 |
| TJX | TJX COS INC NEW | $877.22万 | 1.22% | 57,902 | 5,569 | 10.6% | $84.37万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $830.43万 | 1.15% | 22,126 | 9,126 | 70.2% | $342.52万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $801.26万 | 1.11% | 29,802 | 1,423 | 5.0% | $38.26万 | 加仓 |
| GOOG | ALPHABET INC | $723.72万 | 1.01% | 20,483 | -45 | -0.2% | -$1.59万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $646.21万 | 0.90% | 6,908 | 25 | 0.4% | $2.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $641.67万 | 0.89% | 14,872 | 10,652 | 252.4% | $459.59万 | 加仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $608.53万 | 0.85% | 7,974 | -4,894 | -38.0% | -$373.48万 | 重新持有 |
| ASML | ASML HLDG NV | $510.29万 | 0.71% | 2,565 | 126 | 5.2% | $25.07万 | 加仓 |
| ITA | ISHARES TR | $485.49万 | 0.68% | 20,027 | -3 | -0.0% | -$727 | 减仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $468.16万 | 0.65% | 16,648 | 16,648 | — | $468.16万 | 新建仓 |
| NET | CLOUDFLARE INC | $462.99万 | 0.64% | 18,876 | -732 | -3.7% | -$17.95万 | 减仓 |
| CVS | CVS HEALTH CORP | $450.47万 | 0.63% | 43,545 | 43,545 | — | $450.47万 | 新建仓 |
| MRK | MERCK & CO INC | $445.72万 | 0.62% | 34,686 | -281 | -0.8% | -$3.61万 | 减仓 |
| GE | GE AEROSPACE | $445.11万 | 0.62% | 11,910 | -928 | -7.2% | -$34.68万 | 减仓 |
| AMKR | AMKOR TECHNOLOGY INC | $415.50万 | 0.58% | 48,185 | -24,865 | -34.0% | -$214.41万 | 减仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $413.19万 | 0.57% | 13,638 | -91 | -0.7% | -$2.76万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $397.19万 | 0.55% | 8,317 | 410 | 5.2% | $19.58万 | 加仓 |
| ABBV | ABBVIE INC | $366.54万 | 0.51% | 14,566 | -771 | -5.0% | -$19.40万 | 减仓 |
| INTC | INTEL CORP | $349.70万 | 0.49% | 25,045 | 25,045 | — | $349.70万 | 新建仓 |
| APH | AMPHENOL CORP | $341.44万 | 0.47% | 19,365 | 19,365 | — | $341.44万 | 新建仓 |
| EQIX | EQUINIX INC | $340.76万 | 0.47% | 3,269 | 3,269 | — | $340.76万 | 新建仓 |
| CIEN | CIENA CORP | $291.54万 | 0.41% | 5,943 | -970 | -14.0% | -$47.58万 | 减仓 |
| FN | FABRINET | $280.93万 | 0.39% | 4,998 | -1,789 | -26.4% | -$100.56万 | 减仓 |
| V | VISA INC | $259.14万 | 0.36% | 7,553 | -13 | -0.2% | -$4,460 | 减仓 |
| BE | BLOOM ENERGY CORP | $242.92万 | 0.34% | 8,025 | 8,025 | — | $242.92万 | 新建仓 |
| NFLX | NETFLIX INC. | $238.09万 | 0.33% | 33,346 | -1,174 | -3.4% | -$8.38万 | 减仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $211.32万 | 0.29% | 4,215 | -322 | -7.1% | -$16.14万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $197.26万 | 0.27% | 7,767 | -9,199 | -54.2% | -$233.63万 | 减仓 |
| WMT | WALMART INC | $195.10万 | 0.27% | 17,226 | -110 | -0.6% | -$1.25万 | 减仓 |
| XLK | SELECT SECTOR SPDR TR | $186.71万 | 0.26% | 9,800 | -383 | -3.8% | -$7.30万 | 减仓 |
| MA | MASTERCARD INCORPORATED | $185.46万 | 0.26% | 3,611 | -6 | -0.2% | -$3,082 | 减仓 |
| DHR | DANAHER CORP DEL | $176.38万 | 0.25% | 9,260 | -58 | -0.6% | -$1.10万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $168.78万 | 0.23% | 5,666 | 210 | 3.8% | $6.26万 | 加仓 |
| DDOG | DATADOG INC | $167.44万 | 0.23% | 6,431 | 2,738 | 74.1% | $71.29万 | 重新持有 |
| ETR | ENTERGY CORP NEW | $137.15万 | 0.19% | 11,941 | 22 | 0.2% | $2,527 | 加仓 |
| TRP | TC ENERGY CORP | $136.01万 | 0.19% | 20,542 | 5 | 0.0% | $331 | 加仓 |
| QQQ | INVESCO QQQ TR | $129.09万 | 0.18% | 1,753 | 165 | 10.4% | $12.15万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $123.48万 | 0.17% | 1,798 | 29 | 1.6% | $1.99万 | 加仓 |
| TT | TRANE TECHNOLOGIES PLC | $122.99万 | 0.17% | 2,504 | 0 | 0.0% | — | 不变 |
| DFH | DREAM FINDERS HOMES INC | $119.96万 | 0.17% | 69,500 | 0 | 0.0% | — | 不变 |
| WELL | WELLTOWER INC | $115.66万 | 0.16% | 5,096 | -25 | -0.5% | -$5,674 | 减仓 |
| SNPS | SYNOPSYS INC | $115.31万 | 0.16% | 2,585 | 1,059 | 69.4% | $47.24万 | 加仓 |
| BHP | BHP BILLITON LIMITED | $110.84万 | 0.15% | 13,304 | 180 | 1.4% | $1.50万 | 加仓 |
| RTX | RTX CORPORATION | $107.98万 | 0.15% | 5,691 | -1,854 | -24.6% | -$35.18万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $106.73万 | 0.15% | 15,232 | 3,902 | 34.4% | $27.34万 | 加仓 |
| AEP | AMERICAN ELEC PWR CO INC | $105.82万 | 0.15% | 7,735 | 0 | 0.0% | — | 不变 |
| LHX | L3HARRIS TECHNOLOGIES INC | $104.79万 | 0.15% | 3,606 | 4 | 0.1% | $1,162 | 加仓 |
| AGX | ARGAN INC | $104.77万 | 0.15% | 1,312 | -239 | -15.4% | -$19.09万 | 减仓 |
| BRX | BRIXMOR PPTY GROUP INC | $104.40万 | 0.15% | 33,111 | 11,952 | 56.5% | $37.68万 | 加仓 |
| SYK | STRYKER CORPORATION | $98.54万 | 0.14% | 3,130 | -75 | -2.3% | -$2.36万 | 减仓 |
| RVLV | REVOLVE GROUP INC | $95.76万 | 0.13% | 41,837 | 550 | 1.3% | $1.26万 | 加仓 |
| CRVS | CORVUS PHARMACEUTICALS INC | $95.28万 | 0.13% | 63,773 | 0 | 0.0% | — | 不变 |
| CALX | CALIX INC | $93.30万 | 0.13% | 25,000 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $87.54万 | 0.12% | 10,772 | 204 | 1.9% | $1.66万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $87.38万 | 0.12% | 3,122 | -2,389 | -43.3% | -$66.87万 | 减仓 |
| CDW | CDW CORP | $87.13万 | 0.12% | 6,195 | 6,195 | — | $87.13万 | 新建仓 |
| WDC | WESTERN DIGITAL CORP | $86.10万 | 0.12% | 1,348 | -69 | -4.9% | -$4.41万 | 减仓 |
| ING | ING GROEP N.V. | $83.40万 | 0.12% | 26,578 | 10,626 | 66.6% | $33.34万 | 加仓 |
| IVV | ISHARES TR | $82.15万 | 0.11% | 1,097 | 64 | 6.2% | $4.79万 | 加仓 |
| ECL | ECOLAB INC | $78.87万 | 0.11% | 2,831 | -207 | -6.8% | -$5.77万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $78.60万 | 0.11% | 53,650 | 37,477 | 231.7% | $54.90万 | 加仓 |
| WMB | WILLIAMS COS INC | $77.08万 | 0.11% | 10,369 | -77 | -0.7% | -$5,724 | 减仓 |
| T | AT&T INC | $74.99万 | 0.10% | 36,226 | -54,864 | -60.2% | -$113.57万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $68.58万 | 0.10% | 4,694 | 4,694 | — | $68.58万 | 新建仓 |
| HD | HOME DEPOT INC | $68.08万 | 0.09% | 1,930 | -255 | -11.7% | -$9.00万 | 减仓 |
| TENB | TENABLE HLDGS INC | $67.57万 | 0.09% | 18,321 | 18,321 | — | $67.57万 | 新建仓 |
| — | EXXON MOBIL CORP | $67.38万 | 0.09% | 4,928 | 347 | 7.6% | $4.74万 | 加仓 |
| IWM | ISHARES TR | $66.67万 | 0.09% | 2,219 | 754 | 51.5% | $22.65万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $63.67万 | 0.09% | 1,096 | 100 | 10.0% | $5.81万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $63.28万 | 0.09% | 1,710 | 0 | 0.0% | — | 不变 |
| VLO | VALERO ENERGY CORP | $62.79万 | 0.09% | 2,411 | 1,547 | 179.1% | $40.29万 | 加仓 |
| MMM | 3M CO | $61.04万 | 0.08% | 3,770 | -3,312 | -46.8% | -$53.62万 | 减仓 |
| WAL | WESTERN ALLIANCE BANCORP | $59.38万 | 0.08% | 7,224 | -269 | -3.6% | -$2.21万 | 减仓 |
| NVS | NOVARTIS AG | $57.09万 | 0.08% | 3,643 | 43 | 1.2% | $6,739 | 加仓 |
| MGK | VANGUARD WORLD FD | $55.03万 | 0.08% | 6,260 | 0 | 0.0% | — | 不变 |
| BMY | BRISTOL-MYERS SQUIBB CO | $54.68万 | 0.08% | 9,490 | -51,820 | -84.5% | -$298.59万 | 减仓 |