Jefferson Bridge Capital, LLC
NASHVILLE TN · SEC CIK 0002102009
$1.15亿2026Q2 申报市值
53持仓数
43.5%前十大占比 · 第一大 8.4%
1 / 1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
XYL 加仓+$167.59万
NHI 加仓+$88.46万
WDAY 加仓+$61.88万
BINC 新建仓+$60.06万
HCA 加仓+$53.34万
2026Q2 卖出最多 按季末市值估算
SNEX 减仓-$112.04万
AVGO 减仓-$76.76万
PANW 减仓-$65.82万
UPS 清仓-$55.93万
VUG 减仓-$54.60万
2026Q2 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 | $971.34万 | 8.42% | 81,970 | -9,455 | -10.3% | -$112.04万 | 减仓 |
| VUG | VANGUARD INDEX FDS | $588.66万 | 5.10% | 68,338 | -6,338 | -8.5% | -$54.60万 | 减仓 |
| VTV | VANGUARD INDEX FDS | $552.17万 | 4.78% | 25,337 | -473 | -1.8% | -$10.31万 | 减仓 |
| AVGO | BROADCOM INC | $513.59万 | 4.45% | 13,596 | -2,032 | -13.0% | -$76.76万 | 减仓 |
| NHI | NATIONAL HEALTH INVS INC | $437.72万 | 3.79% | 57,399 | 11,600 | 25.3% | $88.46万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $412.50万 | 3.57% | 10,580 | 1,368 | 14.9% | $53.34万 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $407.38万 | 3.53% | 9,442 | 0 | 0.0% | — | 不变 |
| PNFP | PINNACLE FINL PARTNERS INC | $401.96万 | 3.48% | 39,845 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC | $373.93万 | 3.24% | 10,965 | -1,930 | -15.0% | -$65.82万 | 减仓 |
| AAPL | APPLE INC | $356.32万 | 3.09% | 12,314 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $344.85万 | 2.99% | 9,760 | 0 | 0.0% | — | 不变 |
| VEA | VANGUARD TAX-MANAGED FDS | $322.45万 | 2.79% | 45,256 | -2,006 | -4.2% | -$14.29万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $276.97万 | 2.40% | 5,535 | 0 | 0.0% | — | 不变 |
| DUK | DUKE ENERGY CORP NEW | $266.96万 | 2.31% | 21,090 | 0 | 0.0% | — | 不变 |
| XYL | XYLEM INC | $259.33万 | 2.25% | 21,938 | 14,177 | 182.7% | $167.59万 | 加仓 |
| MRK | MERCK & CO INC | $250.19万 | 2.17% | 19,470 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $244.85万 | 2.12% | 6,564 | 0 | 0.0% | — | 不变 |
| HROW | HARROW INC | $242.79万 | 2.10% | 57,168 | 0 | 0.0% | — | 不变 |
| DAL | DELTA AIR LINES INC | $241.17万 | 2.09% | 25,750 | 0 | 0.0% | — | 不变 |
| ORI | OLD REP INTL CORP | $238.77万 | 2.07% | 58,350 | 0 | 0.0% | — | 不变 |
| CVX | CHEVRON CORPORATION | $227.62万 | 1.97% | 13,732 | 0 | 0.0% | — | 不变 |
| JPM | JPMORGAN CHASE & CO | $222.09万 | 1.92% | 6,785 | 0 | 0.0% | — | 不变 |
| CB | CHUBB LIMITED | $216.54万 | 1.88% | 6,355 | 0 | 0.0% | — | 不变 |
| JNJ | JOHNSON & JOHNSON | $213.31万 | 1.85% | 8,399 | 0 | 0.0% | — | 不变 |
| LLY | ELI LILLY & CO | $206.06万 | 1.79% | 1,718 | -10 | -0.6% | -$1.20万 | 减仓 |
| ACIW | ACI WORLDWIDE INC | $172.47万 | 1.49% | 34,295 | 0 | 0.0% | — | 不变 |
| IBDU | ISHARES TR | $151.20万 | 1.31% | 65,286 | -5,459 | -7.7% | -$12.64万 | 减仓 |
| IBDT | ISHARES TR | $145.18万 | 1.26% | 57,496 | -9,901 | -14.7% | -$25.00万 | 减仓 |
| TOTL | SSGA ACTIVE ETF TR | $145.09万 | 1.26% | 36,760 | -434 | -1.2% | -$1.71万 | 减仓 |
| CALM | CAL MAINE FOODS INC | $140.66万 | 1.22% | 17,460 | 0 | 0.0% | — | 不变 |
| ATEX | ANTERIX INC | $133.31万 | 1.16% | 12,950 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $130.09万 | 1.13% | 3,130 | 0 | 0.0% | — | 不变 |
| PFE | PFIZER INC | $128.61万 | 1.11% | 53,410 | 0 | 0.0% | — | 不变 |
| CRM | SALESFORCE INC | $124.06万 | 1.07% | 7,919 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $114.52万 | 0.99% | 9,355 | 5,055 | 117.6% | $61.88万 | 加仓 |
| IBDV | ISHARES TR | $113.53万 | 0.98% | 52,077 | 5,238 | 11.2% | $11.42万 | 加仓 |
| IBDS | ISHARES TR | $111.16万 | 0.96% | 45,897 | -14,236 | -23.7% | -$34.48万 | 减仓 |
| SMH | VANECK ETF TRUST | $109.21万 | 0.95% | 1,665 | -208 | -11.1% | -$13.64万 | 减仓 |
| IBDW | ISHARES TR | $98.39万 | 0.85% | 47,210 | 5,472 | 13.1% | $11.40万 | 加仓 |
| JQUA | J P MORGAN EXCHANGE TRADED F | $97.91万 | 0.85% | 13,545 | 327 | 2.5% | $2.36万 | 加仓 |
| VZ | VERIZON COMMUNICATIONS INC | $91.88万 | 0.80% | 21,700 | 0 | 0.0% | — | 不变 |
| VB | VANGUARD INDEX FDS | $87.90万 | 0.76% | 2,900 | -356 | -10.9% | -$10.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $86.77万 | 0.75% | 7,437 | 0 | 0.0% | — | 不变 |
| SPEM | SPDR INDEX SHS FDS | $79.94万 | 0.69% | 15,439 | -440 | -2.8% | -$2.28万 | 减仓 |
| — | CHART INDS INC | $74.82万 | 0.65% | 3,581 | 0 | 0.0% | — | 不变 |
| SPTI | SPDR SERIES TRUST | $70.81万 | 0.61% | 24,943 | -6,771 | -21.4% | -$19.22万 | 减仓 |
| BINC | BLACKROCK ETF TRUST II | $60.06万 | 0.52% | 11,474 | 11,474 | — | $60.06万 | 新建仓 |
| SGOV | ISHARES TR | $56.96万 | 0.49% | 5,658 | 1,227 | 27.7% | $12.35万 | 加仓 |
| SPTS | SPDR SERIES TRUST | $53.34万 | 0.46% | 18,387 | -9,459 | -34.0% | -$27.44万 | 减仓 |
| VO | VANGUARD INDEX FDS | $52.44万 | 0.45% | 6,508 | -196 | -2.9% | -$1.58万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $49.52万 | 0.43% | 2,475 | -64 | -2.5% | -$1.28万 | 减仓 |
| CLW | CLEARWATER PAPER CORP | $43.50万 | 0.38% | 27,740 | 0 | 0.0% | — | 不变 |
| XLV | SELECT SECTOR SPDR TR | $28.31万 | 0.25% | 1,784 | -9 | -0.5% | -$1,428 | 减仓 |
| UPS | UNITED PARCEL SVCS INC | $0 | 0.00% | 0 | -5,685 | -100.0% | -$55.93万 | 清仓 |