BLUE JEAN FINANCIAL LLC
ALBANY NY · SEC CIK 0002047089
$1.21亿2026Q1 申报市值
68持仓数
31.3%前十大占比 · 第一大 3.9%
22 / 23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
AAOI 新建仓+$372.53万
GOOG 新建仓+$348.19万
META 新建仓+$306.32万
MSFT 加仓+$236.83万
AMZN 加仓+$232.58万
2026Q1 卖出最多 按季末市值估算
SHOP 清仓-$366.40万
RDDT 清仓-$313.70万
APP 清仓-$313.06万
LMND 清仓-$281.51万
CRS 清仓-$277.66万
2026Q1 持仓明细 点表头排序
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 | $475.79万 | 3.92% | 5,451 | -115 | -2.1% | -$10.04万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $424.88万 | 3.50% | 16,956 | -135 | -0.8% | -$3.38万 | 减仓 |
| AMZN | AMAZON COM INC | $382.20万 | 3.15% | 18,351 | 11,167 | 155.4% | $232.58万 | 加仓 |
| AAOI | APPLIED OPTOELECTRONICS INC | $372.53万 | 3.07% | 44,039 | 44,039 | — | $372.53万 | 新建仓 |
| TSLA | TESLA INC | $369.63万 | 3.05% | 9,943 | -229 | -2.3% | -$8.51万 | 减仓 |
| AAPL | APPLE INC | $368.20万 | 3.04% | 14,508 | 8,240 | 131.5% | $209.12万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $360.74万 | 2.97% | 7,528 | 4,456 | 145.1% | $213.53万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $354.83万 | 2.92% | 20,346 | 12,020 | 144.4% | $209.63万 | 加仓 |
| GOOG | ALPHABET INC | $348.19万 | 2.87% | 12,138 | 12,138 | — | $348.19万 | 新建仓 |
| SNDK | SANDISK CORP | $343.40万 | 2.83% | 5,405 | 75 | 1.4% | $4.77万 | 加仓 |
| MSFT | MICROSOFT CORP | $338.26万 | 2.79% | 9,138 | 6,398 | 233.5% | $236.83万 | 加仓 |
| META | META PLATFORMS INC | $306.32万 | 2.53% | 5,354 | 5,354 | — | $306.32万 | 新建仓 |
| TTMI | TTM TECHNOLOGIES INC | $278.17万 | 2.29% | 28,554 | 395 | 1.4% | $3.85万 | 加仓 |
| — | TRUST FOR PROFESSIONAL MANAG | $251.66万 | 2.07% | 99,390 | 3,967 | 4.2% | $10.04万 | 加仓 |
| VNLA | JANUS DETROIT STR TR | $251.26万 | 2.07% | 51,424 | 2,001 | 4.0% | $9.78万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $209.73万 | 1.73% | 131,737 | 6,219 | 5.0% | $9.90万 | 加仓 |
| VIK | VIKING HOLDINGS LTD | $202.86万 | 1.67% | 27,608 | 27,608 | — | $202.86万 | 新建仓 |
| SITM | SITIME CORP | $198.78万 | 1.64% | 5,756 | 307 | 5.6% | $10.60万 | 加仓 |
| TPC | TUTOR PERINI CORP | $194.39万 | 1.60% | 25,183 | 25,183 | — | $194.39万 | 新建仓 |
| TKO | TKO GROUP HOLDINGS INC | $192.78万 | 1.59% | 9,560 | 652 | 7.3% | $13.15万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $185.54万 | 1.53% | 5,492 | -244 | -4.3% | -$8.24万 | 减仓 |
| SMTC | SEMTECH CORP | $185.24万 | 1.53% | 24,092 | 24,092 | — | $185.24万 | 新建仓 |
| RKT | ROCKET COS INC | $184.12万 | 1.52% | 129,208 | 7,806 | 6.4% | $11.12万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $178.13万 | 1.47% | 5,271 | -202 | -3.7% | -$6.83万 | 减仓 |
| CCJ | CAMECO CORP | $176.69万 | 1.46% | 16,268 | 16,268 | — | $176.69万 | 新建仓 |
| JPM | JPMORGAN CHASE & CO | $174.19万 | 1.44% | 5,922 | -206 | -3.4% | -$6.06万 | 减仓 |
| BE | BLOOM ENERGY CORP | $167.95万 | 1.38% | 12,396 | 12,396 | — | $167.95万 | 新建仓 |
| GE | GE AEROSPACE | $162.69万 | 1.34% | 5,733 | -273 | -4.5% | -$7.75万 | 减仓 |
| MP | MP MATERIALS CORP | $161.10万 | 1.33% | 33,382 | 33,382 | — | $161.10万 | 新建仓 |
| ULTA | ULTA BEAUTY INC | $154.62万 | 1.27% | 2,958 | 2,958 | — | $154.62万 | 新建仓 |
| XSMO | INVESCO EXCHANGE TRADED FD T | $153.26万 | 1.26% | 20,160 | 510 | 2.6% | $3.88万 | 加仓 |
| TMDX | TRANSMEDICS GROUP INC | $151.83万 | 1.25% | 15,273 | 15,273 | — | $151.83万 | 新建仓 |
| NSC | NORFOLK SOUTHN CORP | $150.70万 | 1.24% | 5,251 | -163 | -3.0% | -$4.68万 | 减仓 |
| SPMD | SPDR SERIES TRUST | $149.76万 | 1.23% | 25,288 | 667 | 2.7% | $3.95万 | 加仓 |
| VRP | INVESCO EXCH TRADED FD TR II | $146.57万 | 1.21% | 61,121 | 3,561 | 6.2% | $8.54万 | 加仓 |
| JAAA | JANUS DETROIT STR TR | $145.79万 | 1.20% | 28,943 | 2,073 | 7.7% | $10.44万 | 加仓 |
| — | BUILD FUNDS TRUST | $144.61万 | 1.19% | 56,971 | 3,550 | 6.6% | $9.01万 | 加仓 |
| JSMD | JANUS DETROIT STR TR | $144.17万 | 1.19% | 18,169 | 548 | 3.1% | $4.35万 | 加仓 |
| FLXR | TCW ETF TRUST | $143.00万 | 1.18% | 36,415 | 2,385 | 7.0% | $9.37万 | 加仓 |
| BAC | BANK AMERICA CORP | $141.72万 | 1.17% | 29,071 | -752 | -2.5% | -$3.67万 | 减仓 |
| FLBL | FRANKLIN TEMPLETON ETF TR | $139.44万 | 1.15% | 60,626 | 4,537 | 8.1% | $10.44万 | 加仓 |
| DE | DEERE & CO | $138.35万 | 1.14% | 2,456 | 2,456 | — | $138.35万 | 新建仓 |
| QQQM | INVESCO EXCH TRADED FD TR II | $136.92万 | 1.13% | 5,762 | 155 | 2.8% | $3.68万 | 加仓 |
| AVGO | BROADCOM INC | $136.49万 | 1.13% | 4,410 | -275 | -5.9% | -$8.51万 | 减仓 |
| SPYM | SPDR SERIES TRUST | $134.62万 | 1.11% | 17,588 | 609 | 3.6% | $4.66万 | 加仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $130.90万 | 1.08% | 9,996 | -214 | -2.1% | -$2.80万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $129.61万 | 1.07% | 13,791 | -375 | -2.6% | -$3.52万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $129.04万 | 1.06% | 1,295 | 1,295 | — | $129.04万 | 新建仓 |
| ABBV | ABBVIE INC | $128.49万 | 1.06% | 5,908 | 5,908 | — | $128.49万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $128.49万 | 1.06% | 1,663 | 1,663 | — | $128.49万 | 新建仓 |
| LLY | ELI LILLY & CO | $124.63万 | 1.03% | 1,355 | 1,355 | — | $124.63万 | 新建仓 |
| SBUX | STARBUCKS CORP | $120.24万 | 0.99% | 13,421 | 13,421 | — | $120.24万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $118.03万 | 0.97% | 3,902 | -104 | -2.6% | -$3.15万 | 减仓 |
| ISTB | ISHARES TR | $107.97万 | 0.89% | 22,281 | 529 | 2.4% | $2.56万 | 加仓 |
| FTEC | FIDELITY COVINGTON TRUST | $87.57万 | 0.72% | 4,209 | 106 | 2.6% | $2.21万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $85.36万 | 0.70% | 12,531 | 378 | 3.1% | $2.57万 | 加仓 |
| FHLC | FIDELITY COVINGTON TRUST | $83.32万 | 0.69% | 11,842 | 11,842 | — | $83.32万 | 新建仓 |
| FDIS | FIDELITY COVINGTON TRUST | $77.59万 | 0.64% | 8,320 | 256 | 3.2% | $2.39万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $74.82万 | 0.62% | 10,658 | 453 | 4.4% | $3.18万 | 加仓 |
| JSML | JANUS DETROIT STR TR | $68.72万 | 0.57% | 9,813 | 289 | 3.0% | $2.02万 | 加仓 |
| XHB | SPDR SERIES TRUST | $68.21万 | 0.56% | 6,909 | 191 | 2.8% | $1.89万 | 加仓 |
| MAGS | LISTED FDS TR | $66.79万 | 0.55% | 11,527 | 11,527 | — | $66.79万 | 新建仓 |
| PBW | INVESCO EXCHANGE TRADED FD T | $65.29万 | 0.54% | 20,673 | 20,673 | — | $65.29万 | 新建仓 |
| ARKK | ARK ETF TR | $62.05万 | 0.51% | 9,181 | 9,181 | — | $62.05万 | 新建仓 |
| HEQT | SIMPLIFY EXCHANGE TRADED FUN | $60.20万 | 0.50% | 19,112 | 3,280 | 20.7% | $10.33万 | 加仓 |
| MTUM | ISHARES TR | $58.10万 | 0.48% | 2,421 | 557 | 29.9% | $13.37万 | 加仓 |
| GLD | SPDR GOLD TR | $22.98万 | 0.19% | 534 | 0 | 0.0% | — | 不变 |
| MMM | 3M CO | $20.70万 | 0.17% | 1,425 | 1,425 | — | $20.70万 | 新建仓 |
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -22,762 | -100.0% | -$366.40万 | 清仓 |
| RDDT | REDDIT INC | $0 | 0.00% | 0 | -13,647 | -100.0% | -$313.70万 | 清仓 |
| APP | APPLOVIN CORP | $0 | 0.00% | 0 | -4,646 | -100.0% | -$313.06万 | 清仓 |
| RKLB | ROCKET LAB CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -39,549 | -100.0% | -$281.51万 | 清仓 |
| CRS | CARPENTER TECHNOLOGY CORP | $0 | 0.00% | 0 | -8,819 | -100.0% | -$277.66万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC | $0 | 0.00% | 0 | -5,666 | -100.0% | -$265.60万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -15,288 | -100.0% | -$219.98万 | 清仓 |
| CGNX | COGNEX CORP | $0 | 0.00% | 0 | -53,739 | -100.0% | -$193.35万 | 清仓 |
| NDAQ | NASDAQ INC | $0 | 0.00% | 0 | -19,609 | -100.0% | -$190.46万 | 清仓 |
| DASH | DOORDASH INC | $0 | 0.00% | 0 | -7,899 | -100.0% | -$178.90万 | 清仓 |
| SOFI | SOFI TECHNOLOGIES INC | $0 | 0.00% | 0 | -66,617 | -100.0% | -$174.40万 | 清仓 |
| NET | CLOUDFLARE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| APH | AMPHENOL CORP NEW | $0 | 0.00% | 0 | -12,413 | -100.0% | -$167.75万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -7,594 | -100.0% | -$166.58万 | 清仓 |
| GEHC | GE HEALTHCARE TECHNOLOGIES I | $0 | 0.00% | 0 | -20,244 | -100.0% | -$166.04万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -37,461 | -100.0% | -$165.47万 | 清仓 |
| CEG | CONSTELLATION ENERGY CORP | $0 | 0.00% | 0 | -4,463 | -100.0% | -$157.66万 | 清仓 |
| FSLR | FIRST SOLAR INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| WMT | WALMART INC | $0 | 0.00% | 0 | -13,407 | -100.0% | -$149.37万 | 清仓 |
| CRSP | CRISPR THERAPEUTICS AG | $0 | 0.00% | 0 | -28,037 | -100.0% | -$147.03万 | 清仓 |
| ANET | ARISTA NETWORKS INC | $0 | 0.00% | 0 | -10,265 | -100.0% | -$134.50万 | 清仓 |
| AME | AMETEK INC | $0 | 0.00% | 0 | -6,056 | -100.0% | -$124.34万 | 清仓 |
| FIDU | FIDELITY COVINGTON TRUST | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| KIE | SPDR SERIES TRUST | $0 | 0.00% | 0 | -12,466 | -100.0% | -$74.98万 | 清仓 |
| SOXX | ISHARES TR | $0 | 0.00% | 0 | -1,997 | -100.0% | -$60.14万 | 清仓 |
| VTI | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -1,091 | -100.0% | -$36.58万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |