BLUE JEAN FINANCIAL LLC
ALBANY NY · SEC CIK 0002047089
$1.44亿2026Q2 申报市值
70持仓数
28.5%前十大占比 · 第一大 3.9%
33 / 36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
XYZ 新建仓+$565.71万
GLXY 新建仓+$381.31万
FSLR 重新持有+$369.44万
UPST 新建仓+$365.10万
CORZ 新建仓+$348.02万
2026Q2 卖出最多 按季末市值估算
GEV 清仓-$475.79万
VRT 清仓-$424.88万
AAOI 清仓-$372.53万
BRK/B 清仓-$360.74万
SNDK 清仓-$343.40万
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 |
|---|---|---|---|---|---|---|---|---|
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -5,451 | -100.0% | -$475.79万 | 清仓 |
| VRT | VERTIV HOLDINGS CO | $0 | 0.00% | 0 | -16,956 | -100.0% | -$424.88万 | 清仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $0 | 0.00% | 0 | -44,039 | -100.0% | -$372.53万 | 清仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $0 | 0.00% | 0 | -7,528 | -100.0% | -$360.74万 | 清仓 |
| SNDK | SANDISK CORP | $0 | 0.00% | 0 | -5,405 | -100.0% | -$343.40万 | 清仓 |
| TTMI | TTM TECHNOLOGIES INC | $0 | 0.00% | 0 | -28,554 | -100.0% | -$278.17万 | 清仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $0 | 0.00% | 0 | -131,737 | -100.0% | -$209.73万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -27,608 | -100.0% | -$202.86万 | 清仓 |
| SITM | SITIME CORP | $0 | 0.00% | 0 | -5,756 | -100.0% | -$198.78万 | 清仓 |
| TPC | TUTOR PERINI CORP | $0 | 0.00% | 0 | -25,183 | -100.0% | -$194.39万 | 清仓 |
| TKO | TKO GROUP HOLDINGS INC | $0 | 0.00% | 0 | -9,560 | -100.0% | -$192.78万 | 清仓 |
| MU | MICRON TECHNOLOGY INC | $0 | 0.00% | 0 | -5,492 | -100.0% | -$185.54万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -24,092 | -100.0% | -$185.24万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -12,396 | -100.0% | -$167.95万 | 清仓 |
| GE | GE AEROSPACE | $0 | 0.00% | 0 | -5,733 | -100.0% | -$162.69万 | 清仓 |
| ULTA | ULTA BEAUTY INC | $0 | 0.00% | 0 | -2,958 | -100.0% | -$154.62万 | 清仓 |
| TMDX | TRANSMEDICS GROUP INC | $0 | 0.00% | 0 | -15,273 | -100.0% | -$151.83万 | 清仓 |
| NSC | NORFOLK SOUTHN CORP | $0 | 0.00% | 0 | -5,251 | -100.0% | -$150.70万 | 清仓 |
| SPMD | SPDR SERIES TRUST | $0 | 0.00% | 0 | -25,288 | -100.0% | -$149.76万 | 清仓 |
| DE | DEERE & CO | $0 | 0.00% | 0 | -2,456 | -100.0% | -$138.35万 | 清仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $0 | 0.00% | 0 | -5,762 | -100.0% | -$136.92万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -13,791 | -100.0% | -$129.61万 | 清仓 |
| ABBV | ABBVIE INC | $0 | 0.00% | 0 | -5,908 | -100.0% | -$128.49万 | 清仓 |
| REGN | REGENERON PHARMACEUTICALS | $0 | 0.00% | 0 | -1,663 | -100.0% | -$128.49万 | 清仓 |
| LLY | ELI LILLY & CO | $0 | 0.00% | 0 | -1,355 | -100.0% | -$124.63万 | 清仓 |
| AXP | AMERICAN EXPRESS CO | $0 | 0.00% | 0 | -3,902 | -100.0% | -$118.03万 | 清仓 |
| FTEC | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -4,209 | -100.0% | -$87.57万 | 清仓 |
| FCOM | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -12,531 | -100.0% | -$85.36万 | 清仓 |
| FNCL | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | -10,658 | -100.0% | -$74.82万 | 清仓 |
| JSML | JANUS DETROIT STR TR | $0 | 0.00% | 0 | -9,813 | -100.0% | -$68.72万 | 清仓 |
| XHB | SPDR SERIES TRUST | $0 | 0.00% | 0 | -6,909 | -100.0% | -$68.21万 | 清仓 |
| MAGS | LISTED FDS TR | $0 | 0.00% | 0 | -11,527 | -100.0% | -$66.79万 | 清仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $0 | 0.00% | 0 | -20,673 | -100.0% | -$65.29万 | 清仓 |
| ARKK | ARK ETF TR | $0 | 0.00% | 0 | -9,181 | -100.0% | -$62.05万 | 清仓 |
| MTUM | ISHARES TR | $0 | 0.00% | 0 | -2,421 | -100.0% | -$58.10万 | 清仓 |
| GLD | SPDR GOLD TR | $0 | 0.00% | 0 | -534 | -100.0% | -$22.98万 | 清仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $21.72万 | 0.15% | 13,285 | 13,285 | — | $21.72万 | 新建仓 |
| MMM | 3M CO | $23.19万 | 0.16% | 1,432 | 7 | 0.5% | $1,134 | 加仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $58.63万 | 0.41% | 17,482 | -1,630 | -8.5% | -$5.47万 | 减仓 |
| BOTZ | GLOBAL X FDS | $73.66万 | 0.51% | 19,416 | 19,416 | — | $73.66万 | 新建仓 |
| XAR | SPDR SERIES TRUST | $74.64万 | 0.52% | 2,630 | 2,630 | — | $74.64万 | 新建仓 |
| PAVE | GLOBAL X FDS | $78.95万 | 0.55% | 13,399 | 13,399 | — | $78.95万 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $82.99万 | 0.58% | 8,070 | -250 | -3.0% | -$2.57万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $89.57万 | 0.62% | 11,595 | -247 | -2.1% | -$1.91万 | 减仓 |
| XBI | SPDR SERIES TRUST | $91.41万 | 0.64% | 5,776 | 5,776 | — | $91.41万 | 新建仓 |
| FMAT | FIDELITY COVINGTON TRUST | $94.58万 | 0.66% | 16,164 | 16,164 | — | $94.58万 | 新建仓 |
| FREL | FIDELITY COVINGTON TRUST | $97.28万 | 0.68% | 33,203 | 33,203 | — | $97.28万 | 新建仓 |
| FIDU | FIDELITY COVINGTON TRUST | $100.56万 | 0.70% | 10,095 | 130 | 1.3% | $1.29万 | 重新持有 |
| META | META PLATFORMS INC | $116.21万 | 0.81% | 2,063 | -3,291 | -61.5% | -$185.38万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $123.58万 | 0.86% | 1,321 | 26 | 2.0% | $2.43万 | 加仓 |
| ISTB | ISHARES TR | $123.99万 | 0.86% | 25,698 | 3,417 | 15.3% | $16.49万 | 加仓 |
| MSFT | MICROSOFT CORP | $133.21万 | 0.93% | 3,571 | -5,567 | -60.9% | -$207.66万 | 减仓 |
| SBUX | STARBUCKS CORP | $142.67万 | 0.99% | 13,961 | 540 | 4.0% | $5.52万 | 加仓 |
| SPYM | SPDR SERIES TRUST | $147.50万 | 1.03% | 16,784 | -804 | -4.6% | -$7.07万 | 减仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $148.54万 | 1.03% | 10,166 | 170 | 1.7% | $2.48万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $155.93万 | 1.09% | 7,793 | -12,553 | -61.7% | -$251.17万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $157.74万 | 1.10% | 68,820 | 8,194 | 13.5% | $18.78万 | 加仓 |
| — | BUILD FUNDS TRUST | $159.19万 | 1.11% | 63,473 | 6,502 | 11.4% | $16.31万 | 加仓 |
| XMMO | INVESCO EXCHANGE TRADED FD T | $159.32万 | 1.11% | 9,364 | 9,364 | — | $159.32万 | 新建仓 |
| FLXR | TCW ETF TRUST | $160.27万 | 1.12% | 40,876 | 4,461 | 12.3% | $17.49万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $161.66万 | 1.13% | 32,019 | 3,076 | 10.6% | $15.53万 | 加仓 |
| GOOG | ALPHABET INC | $162.25万 | 1.13% | 4,592 | -7,546 | -62.2% | -$266.62万 | 减仓 |
| AVGO | BROADCOM INC | $162.51万 | 1.13% | 4,302 | -108 | -2.4% | -$4.08万 | 减仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $165.65万 | 1.15% | 68,140 | 7,019 | 11.5% | $17.06万 | 加仓 |
| CMI | CUMMINS INC | $166.82万 | 1.16% | 2,339 | 2,339 | — | $166.82万 | 新建仓 |
| AMZN | AMAZON COM INC | $167.46万 | 1.17% | 7,026 | -11,325 | -61.7% | -$269.92万 | 减仓 |
| BAC | BANK OF AMER CORP | $170.14万 | 1.18% | 29,860 | 789 | 2.7% | $4.50万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $175.50万 | 1.22% | 17,335 | -834 | -4.6% | -$8.44万 | 减仓 |
| AAPL | APPLE INC | $176.54万 | 1.23% | 6,101 | -8,407 | -57.9% | -$243.26万 | 减仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $179.69万 | 1.25% | 19,191 | -969 | -4.8% | -$9.07万 | 减仓 |
| DD | DUPONT DE NEMOURS INC | $183.11万 | 1.27% | 13,500 | 13,500 | — | $183.11万 | 新建仓 |
| MS | MORGAN STANLEY | $184.85万 | 1.29% | 8,843 | 8,843 | — | $184.85万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $190.33万 | 1.32% | 5,815 | -107 | -1.8% | -$3.50万 | 减仓 |
| ROK | ROCKWELL AUTOMATION INC | $191.05万 | 1.33% | 3,859 | 3,859 | — | $191.05万 | 新建仓 |
| URI | UNITED RENTALS INC | $194.52万 | 1.35% | 1,717 | 1,717 | — | $194.52万 | 新建仓 |
| GM | GENERAL MTRS CO | $194.67万 | 1.36% | 25,255 | 25,255 | — | $194.67万 | 新建仓 |
| LIN | LINDE PLC | $198.18万 | 1.38% | 3,819 | 3,819 | — | $198.18万 | 新建仓 |
| CENX | CENTURY ALUM CO | $199.17万 | 1.39% | 43,289 | 43,289 | — | $199.17万 | 新建仓 |
| SHOO | MADDEN STEVEN LTD | $202.90万 | 1.41% | 48,194 | 48,194 | — | $202.90万 | 新建仓 |
| ATRO | ASTRONICS CORP | $203.31万 | 1.42% | 25,020 | 25,020 | — | $203.31万 | 新建仓 |
| CCJ | CAMECO CORP | $203.81万 | 1.42% | 20,009 | 3,741 | 23.0% | $38.11万 | 加仓 |
| TGT | TARGET CORP | $208.91万 | 1.45% | 15,995 | 15,995 | — | $208.91万 | 新建仓 |
| FCX | FREEPORT MCMORAN INC | $212.23万 | 1.48% | 33,747 | 33,747 | — | $212.23万 | 新建仓 |
| MP | MP MATERIALS CORP | $216.73万 | 1.51% | 38,695 | 5,313 | 15.9% | $29.76万 | 加仓 |
| FLYW | FLYWIRE CORPORATION | $225.17万 | 1.57% | 128,158 | 128,158 | — | $225.17万 | 新建仓 |
| RSP | INVESCO EXCHANGE TRADED FD T | $230.24万 | 1.60% | 10,821 | 10,821 | — | $230.24万 | 新建仓 |
| BMNR | BITMINE IMMERSION TECHS INC | $245.59万 | 1.71% | 184,513 | 184,513 | — | $245.59万 | 新建仓 |
| RKT | ROCKET COS INC | $245.70万 | 1.71% | 155,999 | 26,791 | 20.7% | $42.20万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $247.48万 | 1.72% | 5,182 | -89 | -1.7% | -$4.25万 | 减仓 |
| IREN | IREN LIMITED | $249.32万 | 1.74% | 54,520 | 54,520 | — | $249.32万 | 新建仓 |
| HBM | HUDBAY MINERALS INC | $263.78万 | 1.84% | 111,723 | 111,723 | — | $263.78万 | 新建仓 |
| FTAI | FTAI AVIATION LTD | $264.74万 | 1.84% | 9,786 | 9,786 | — | $264.74万 | 新建仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $287.06万 | 2.00% | 113,106 | 13,716 | 13.8% | $34.81万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $289.20万 | 2.01% | 59,184 | 7,760 | 15.1% | $37.92万 | 加仓 |
| RKLB | ROCKET LAB CORP | $318.74万 | 2.22% | 31,357 | -12,573 | -28.6% | -$127.80万 | 重新持有 |
| SEI | SOLARIS ENERGY INFRAS INC | $321.69万 | 2.24% | 39,981 | 39,981 | — | $321.69万 | 新建仓 |
| BWA | BORGWARNER INC | $335.37万 | 2.33% | 50,508 | 50,508 | — | $335.37万 | 新建仓 |
| ABNB | AIRBNB INC | $338.98万 | 2.36% | 23,688 | 23,688 | — | $338.98万 | 新建仓 |
| CLS | CELESTICA INC | $343.06万 | 2.39% | 9,404 | 8,694 | 1,224.5% | $317.16万 | 重新持有 |
| CORZ | CORE SCIENTIFIC INC NEW | $348.02万 | 2.42% | 135,999 | 135,999 | — | $348.02万 | 新建仓 |