Jefferson Bridge Capital, LLC
NASHVILLE TN · SEC CIK 0002102009
$1.01亿2026Q1 申报市值
53持仓数
42.9%前十大占比 · 第一大 7.3%
2 / 3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
PNFP 新建仓+$343.22万
SNEX 加仓+$221.67万
XYL 新建仓+$92.74万
TOTL 加仓+$42.80万
PANW 加仓+$40.80万
2026Q1 卖出最多 按季末市值估算
PINNACLE FINL PA 清仓-$343.57万
CHART INDS INC 减仓-$57.89万
NVO 清仓-$21.11万
XLV 减仓-$15.54万
GOOG 减仓-$4.48万
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 |
|---|---|---|---|---|---|---|---|---|
| SNEX | STONEX GROUP INC | $737.34万 | 7.32% | 91,425 | 27,485 | 43.0% | $221.67万 | 加仓 |
| VUG | VANGUARD INDEX FDS | $543.64万 | 5.40% | 12,446 | 250 | 2.0% | $10.92万 | 加仓 |
| VTV | VANGUARD INDEX FDS | $506.40万 | 5.03% | 25,810 | 631 | 2.5% | $12.38万 | 加仓 |
| AVGO | BROADCOM INC | $483.70万 | 4.80% | 15,628 | 0 | 0.0% | — | 不变 |
| HCA | HCA HEALTHCARE INC | $435.94万 | 4.33% | 9,212 | -53 | -0.6% | -$2.51万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $370.33万 | 3.68% | 45,799 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $343.22万 | 3.41% | 39,845 | 39,845 | — | $343.22万 | 新建仓 |
| AAPL | APPLE INC | $312.52万 | 3.10% | 12,314 | -110 | -0.9% | -$2.79万 | 减仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $302.86万 | 3.01% | 47,262 | 887 | 1.9% | $5.68万 | 加仓 |
| CVX | CHEVRON CORPORATION | $284.12万 | 2.82% | 13,732 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $279.98万 | 2.78% | 9,760 | -156 | -1.6% | -$4.48万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $276.15万 | 2.74% | 21,090 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $265.24万 | 2.63% | 5,535 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $242.98万 | 2.41% | 6,564 | -61 | -0.9% | -$2.26万 | 减仓 |
| MRK | MERCK & CO INC | $234.20万 | 2.33% | 19,470 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $232.82万 | 2.31% | 58,350 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LTD SWITZ | $207.13万 | 2.06% | 6,355 | -52 | -0.8% | -$1.69万 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $206.73万 | 2.05% | 12,895 | 2,545 | 24.6% | $40.80万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $205.31万 | 2.04% | 8,399 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $201.57万 | 2.00% | 57,168 | 4,370 | 8.3% | $15.41万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $199.59万 | 1.98% | 6,785 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $171.19万 | 1.70% | 25,750 | 0 | 0.0% | — | 不变 |
| IBDT | ISHARES TR | $170.72万 | 1.70% | 67,397 | 1,127 | 1.7% | $2.85万 | 加仓 |
| IBDU | ISHARES TR | $164.55万 | 1.63% | 70,745 | 1,771 | 2.6% | $4.12万 | 加仓 |
| LLY | ELI LILLY & CO | $158.95万 | 1.58% | 1,728 | -32 | -1.8% | -$2.94万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $154.97万 | 1.54% | 9,442 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $149.98万 | 1.49% | 53,410 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $147.82万 | 1.47% | 7,919 | 1,605 | 25.4% | $29.96万 | 加仓 |
| TOTL | SSGA ACTIVE ETF TR | $147.77万 | 1.47% | 37,194 | 10,772 | 40.8% | $42.80万 | 加仓 |
| IBDS | ISHARES TR | $145.76万 | 1.45% | 60,133 | 1,626 | 2.8% | $3.94万 | 加仓 |
| ACIW | ACI WORLDWIDE INC | $140.64万 | 1.40% | 34,295 | 9,700 | 39.4% | $39.78万 | 加仓 |
| CALM | CAL MAINE FOODS INC | $138.20万 | 1.37% | 17,460 | 4,460 | 34.3% | $35.30万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $108.93万 | 1.08% | 21,700 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $108.79万 | 1.08% | 7,437 | 0 | 0.0% | — | 不变 |
| IBDV | ISHARES TR | $102.53万 | 1.02% | 46,839 | 6,689 | 16.7% | $14.64万 | 加仓 |
| XYL | XYLEM INC | $92.74万 | 0.92% | 7,761 | 7,761 | — | $92.74万 | 新建仓 |
| SPTI | SPDR SERIES TRUST | $90.89万 | 0.90% | 31,714 | 1,537 | 5.1% | $4.41万 | 加仓 |
| IBDW | ISHARES TR | $87.36万 | 0.87% | 41,738 | 6,957 | 20.0% | $14.56万 | 加仓 |
| VB | VANGUARD INDEX FDS | $85.27万 | 0.85% | 3,256 | 44 | 1.4% | $1.15万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $84.69万 | 0.84% | 3,130 | -1 | -0.0% | -$271 | 减仓 |
| SPTS | SPDR SERIES TRUST | $81.26万 | 0.81% | 27,846 | 9,358 | 50.6% | $27.31万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $81.05万 | 0.80% | 13,218 | 764 | 6.1% | $4.68万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $74.49万 | 0.74% | 15,879 | 287 | 1.8% | $1.35万 | 加仓 |
| — | CHART INDS INC | $74.04万 | 0.74% | 3,581 | -2,800 | -43.9% | -$57.89万 | 减仓 |
| SMH | VANECK ETF TRUST | $71.81万 | 0.71% | 1,873 | 11 | 0.6% | $4,217 | 加仓 |
| UPS | UNITED PARCEL SVCS INC | $55.93万 | 0.56% | 5,685 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $55.87万 | 0.55% | 4,300 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $49.46万 | 0.49% | 12,950 | 0 | 0.0% | — | 不变 |
| VO | VANGUARD INDEX FDS | $48.14万 | 0.48% | 1,676 | 38 | 2.3% | $1.09万 | 加仓 |
| SGOV | ISHARES TR | $44.60万 | 0.44% | 4,431 | 668 | 17.8% | $6.72万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $44.27万 | 0.44% | 2,539 | -115 | -4.3% | -$2.01万 | 减仓 |
| CLW | CLEARWATER PAPER CORP | $39.89万 | 0.40% | 27,740 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $26.29万 | 0.26% | 1,793 | -1,060 | -37.2% | -$15.54万 | 减仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -36,010 | -100.0% | -$343.57万 | 清仓 |
| NVO | NOVO-NORDISK A S | $0 | 0.00% | 0 | -4,149 | -100.0% | -$21.11万 | 清仓 |
| ASPN | ASPEN AEROGELS INC | $0 | 0.00% | 0 | -11,450 | -100.0% | -$3.24万 | 清仓 |