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Jefferson Bridge Capital, LLC · 13F 持仓分析
期权收益计算器 机构排行

Jefferson Bridge Capital, LLC

No.8904 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$1.15亿
环比变动 Q1 2026
+$1,470.5万+14.6%
持仓股票数
53
新买入
1
加仓
10
减仓
17
清仓
1
持股不变
25
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
SSTONEXSNEX
8.42%7.32%$971.3万8.2万股$737.3万9.1万股-9,455股-10.34%减仓
V先锋领航指数基金VUG
5.1%5.4%$588.7万6.8万股$543.6万1.2万股+5.6万股+449.08%加仓
V先锋领航指数基金VTV
4.78%5.03%$552.2万2.5万股$506.4万2.6万股-473股-1.83%减仓
博通AVGO
4.45%4.8%$513.6万1.4万股$483.7万1.6万股-2,032股-13.00%减仓
NATIONAL HEALTH INVSNHI
3.79%3.68%$437.7万5.7万股$370.3万4.6万股+1.2万股+25.33%加仓
HCA医疗HCA
3.57%4.33%$412.5万1.1万股$435.9万9,212股+1,368股+14.85%加仓
DDELL TECHNOLOGIES INC CLASS CDELL
3.53%1.54%$407.4万9,442股$155.0万9,442股00.00%持仓不变
PPINNACLE FINL PARTNERSPNFP
3.48%3.41%$402.0万4.0万股$343.2万4.0万股00.00%持仓不变
PALO ALTOPANW
3.24%2.05%$373.9万1.1万股$206.7万1.3万股-1,930股-14.97%减仓
苹果AAPL
3.09%3.1%$356.3万1.2万股$312.5万1.2万股00.00%持仓不变
AAlphabet Inc Class CGOOG
2.99%2.78%$344.9万9,760股$280.0万9,760股00.00%持仓不变
V先锋领航·FTSEVEA
2.79%3.01%$322.5万4.5万股$302.9万4.7万股-2,006股-4.24%减仓
伯克希尔哈撒韦BRK.B
2.4%2.63%$277.0万5,535股$265.2万5,535股00.00%持仓不变
杜克能源DUK
2.31%2.74%$267.0万2.1万股$276.2万2.1万股00.00%持仓不变
赛莱默XYL
2.25%0.92%$259.3万2.2万股$92.7万7,761股+1.4万股+182.67%加仓
默沙东MRK
2.17%2.33%$250.2万1.9万股$234.2万1.9万股00.00%持仓不变
微软MSFT
2.12%2.41%$244.9万6,564股$243.0万6,564股00.00%持仓不变
HARROWHROW
2.1%2%$242.8万5.7万股$201.6万5.7万股00.00%持仓不变
达美航空DAL
2.09%1.7%$241.2万2.6万股$171.2万2.6万股00.00%持仓不变
OLD REP INTLORI
2.07%2.31%$238.8万5.8万股$232.8万5.8万股00.00%持仓不变
雪佛龙CVX
1.97%2.82%$227.6万1.4万股$284.1万1.4万股00.00%持仓不变
摩根大通JPM
1.92%1.98%$222.1万6,785股$199.6万6,785股00.00%持仓不变
CHUBB LIMITEDCB
1.88%2.06%$216.5万6,355股$207.1万6,355股00.00%持仓不变
强生JNJ
1.85%2.04%$213.3万8,399股$205.3万8,399股00.00%持仓不变
礼来LLY
1.79%1.58%$206.1万1,718股$159.0万1,728股-10股-0.58%减仓
ACI WORLDWIDEACIW
1.49%1.4%$172.5万3.4万股$140.6万3.4万股00.00%持仓不变
IIshares Trust Ibonds Dec 2029 Term Corporate EtfIBDU
1.31%1.63%$151.2万6.5万股$164.6万7.1万股-5,459股-7.72%减仓
IiShares安硕信托IBDT
1.26%1.7%$145.2万5.7万股$170.7万6.7万股-9,901股-14.69%减仓
SSSGA ACTIVE ETF TRWIP
1.26%1.47%$145.1万3.7万股$147.8万3.7万股-434股-1.17%减仓
CAL MAINE FOODS COM NEWCALM
1.22%1.37%$140.7万1.7万股$138.2万1.7万股00.00%持仓不变
ANTERIXATEX
1.16%0.49%$133.3万1.3万股$49.5万1.3万股00.00%持仓不变
联合健康UNH
1.13%0.84%$130.1万3,130股$84.7万3,130股00.00%持仓不变
辉瑞PFE
1.11%1.49%$128.6万5.3万股$150.0万5.3万股00.00%持仓不变
赛富时CRM
1.07%1.47%$124.1万7,919股$147.8万7,919股00.00%持仓不变
WorkdayWDAY
0.99%0.55%$114.5万9,355股$55.9万4,300股+5,055股+117.56%加仓
IIshares Trust Ibonds Dec 2030 Term Corporate EtfIBDV
0.98%1.02%$113.5万5.2万股$102.5万4.7万股+5,238股+11.18%加仓
IiShares安硕信托IBDS
0.96%1.45%$111.2万4.6万股$145.8万6.0万股-1.4万股-23.67%减仓
VanEck ETF信托SMH
0.95%0.71%$109.2万1,665股$71.8万1,873股-208股-11.11%减仓
IIshares Trust Ibonds Dec 2031 Term Corporate EtfIBDW
0.85%0.87%$98.4万4.7万股$87.4万4.2万股+5,472股+13.11%加仓
J摩根大通交易所交易基金JQUA
0.85%0.8%$97.9万1.4万股$81.1万1.3万股+327股+2.47%加仓
威瑞森VZ
0.8%1.08%$91.9万2.2万股$108.9万2.2万股00.00%持仓不变
V先锋领航指数基金VB
0.76%0.85%$87.9万2,900股$85.3万3,256股-356股-10.93%减仓
帕兰提尔PLTR
0.75%1.08%$86.8万7,437股$108.8万7,437股00.00%持仓不变
SSPDR道富指数基金SPEM
0.69%0.74%$79.9万1.5万股$74.5万1.6万股-440股-2.77%减仓
CCHART INDSGTLS
0.65%0.74%$74.8万3,581股$74.0万3,581股00.00%持仓不变
S道富SPTI
0.61%0.9%$70.8万2.5万股$90.9万3.2万股-6,771股-21.35%减仓
B贝莱德·ETF TRUST IIBINC
0.52%$60.1万1.1万股$00股+1.1万股新买入
IiShares安硕信托SGOV
0.49%0.44%$57.0万5,658股$44.6万4,431股+1,227股+27.69%加仓
S道富·EET SPDR PORTFOLIO SHORT TERM TREASURY ETFSPTS
0.46%0.81%$53.3万1.8万股$81.3万2.8万股-9,459股-33.97%减仓
V先锋领航·MIDVO
0.45%0.48%$52.4万6,508股$48.1万1,676股+4,832股+288.31%加仓

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