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JT Stratford LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JT Stratford LLC
报告期 2026-03-31 · CIK 0001689013
持仓数
297
前50大市值合计
$513.6M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 150 项
建仓 33
增持 67
减持 27
清仓 23
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$7.4M
14,681
+24%
减持
JUCY
ETF SER SOLUTIONS
-$4.5M
291,175
-39%
建仓
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$4.3M
176,136
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
QQQ
INVESCO QQQ TR
+$3.4M
28,568
+27%
增持
IWB
ISHARES TR
+$3.4M
86,591
+6%
增持
AMZN
AMAZON COM INC
+$3.0M
44,578
+35%
减持
CVS
CVS HEALTH CORP
-$2.7M
4,392
-89%
增持
FCNCA
FIRST CTZNS BANCSHARES INC N
+$2.4M
1,824
+334%
建仓
SPTI
SPDR SER TR
+$2.3M
80,997
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
628,466
+6%
建仓
—
BROOKFIELD INFRAST PARTNERS
+$2.2M
70,846
减持
HSBC
HSBC HLDGS PLC
-$2.2M
8,665
-86%
清仓
ON
ON SEMICONDUCTOR CORP
-$2.2M
0
-100%
增持
NFLX
NETFLIX INC
+$2.2M
4,814
+210%
建仓
MU
MICRON TECHNOLOGY INC
+$2.1M
18,199
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$2.1M
102,447
+5%
减持
XLE
SELECT SECTOR SPDR TR
-$2.0M
4,890
-83%
建仓
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$1.9M
21,296
建仓
—
SUPER MICRO COMPUTER INC
+$1.8M
1,779
减持
ARCC
ARES CAPITAL CORP
-$1.8M
24,188
-79%
清仓
CROX
CROCS INC
-$1.8M
0
-100%
增持
PLTR
PALANTIR TECHNOLOGIES INC
+$1.8M
97,440
+245%
减持
META
META PLATFORMS INC
+$1.7M
13,536
-1%
增持
IUSB
ISHARES TR
+$1.6M
46,604
+332%
建仓
—
ARCH CAP GROUP LTD
+$1.6M
17,578
建仓
DXC
DXC TECHNOLOGY CO
+$1.6M
75,122
减持
NOW
SERVICENOW INC
-$1.5M
516
-81%
建仓
MPWR
MONOLITHIC PWR SYS INC
+$1.5M
2,189
建仓
BLDR
BUILDERS FIRSTSOURCE INC
+$1.5M
7,071
增持
MSFT
MICROSOFT CORP
+$1.4M
26,538
+2%
增持
BND
VANGUARD BD INDEX FDS
+$1.4M
348,387
+7%
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$1.4M
0
-100%
增持
V
VISA INC
+$1.3M
9,238
+96%
减持
ADBE
ADOBE INC
-$1.3M
1,640
-55%
建仓
MOH
MOLINA HEALTHCARE INC
+$1.3M
3,272
清仓
ALB
ALBEMARLE CORP
-$1.3M
0
-100%
增持
NU
NU HLDGS LTD
+$1.3M
164,375
+115%
增持
WMT
WALMART INC
+$1.3M
53,423
+332%
增持
SBUX
STARBUCKS CORP
+$1.3M
17,685
+374%
建仓
TRV
TRAVELERS COMPANIES INC
+$1.2M
5,262
建仓
WEC
WEC ENERGY GROUP INC
+$1.2M
14,737
减持
SPTS
SPDR SER TR
-$1.1M
63,796
-38%
清仓
—
DISCOVER FINL SVCS
-$1.1M
0
-100%
增持
GOOGL
ALPHABET INC
+$1.1M
51,054
+8%
减持
AGG
ISHARES TR
-$1.1M
2,439
-82%
建仓
KJAN
INNOVATOR ETFS TRUST
+$1.1M
30,314
清仓
WSM
WILLIAMS SONOMA INC
-$1.1M
0
-100%
清仓
BHP
BHP GROUP LTD
-$1.1M
0
-100%
清仓
MTB
M & T BK CORP
-$1.0M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR
+$1.0M
2,423
+408%
清仓
MMM
3M CO
-$1.0M
0
-100%
增持
CMCSA
COMCAST CORP NEW
+$1.0M
39,973
+148%
增持
KO
COCA COLA CO
+$1.0M
37,379
+74%
建仓
RMD
RESMED INC
+$1.0M
5,125
清仓
ELV
ELEVANCE HEALTH INC
-$1.0M
0
-100%
建仓
MP
MP MATERIALS CORP
+$999.5K
69,893
清仓
EXPD
EXPEDITORS INTL WASH INC
-$990.3K
0
-100%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$953.7K
8,670
+32%
增持
IVW
ISHARES TR
+$948.5K
32,122
+37%
建仓
IMAR
INNOVATOR ETFS TRUST
+$937.6K
36,420
增持
CAT
CATERPILLAR INC
+$927.5K
5,658
+46%
清仓
RMR
RMR GROUP INC
-$912.8K
0
-100%
建仓
STRL
STERLING INFRASTRUCTURE INC
+$879.1K
7,969
清仓
YELP
YELP INC
-$872.0K
0
-100%
减持
USFR
WISDOMTREE TR
-$852.0K
36,599
-32%
建仓
CPNG
COUPANG INC
+$832.8K
46,811
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$829.5K
0
-100%
建仓
SNPS
SYNOPSYS INC
+$812.1K
1,421
减持
KMI
KINDER MORGAN INC DEL
-$797.9K
74,892
-39%
清仓
ADM
ARCHER DANIELS MIDLAND CO
-$795.2K
0
-100%
建仓
—
CAPRI HOLDINGS LIMITED
+$776.4K
17,140
增持
QCOM
QUALCOMM INC
+$774.5K
13,747
+28%
增持
SCHD
SCHWAB STRATEGIC TR
+$752.7K
84,542
+6%
增持
LEN
LENNAR CORP
+$752.3K
14,075
+26%
增持
AAPL
APPLE INC
-$746.1K
49,725
+3%
增持
DHI
D R HORTON INC
+$708.8K
13,572
+35%
建仓
COIN
COINBASE GLOBAL INC
+$706.0K
2,663
增持
CPRT
COPART INC
+$703.9K
34,881
+30%
清仓
LEU
CENTRUS ENERGY CORP
-$702.3K
0
-100%
清仓
—
LIONS GATE ENTMNT CORP
-$692.9K
0
-100%
减持
PFE
PFIZER INC
-$672.7K
26,956
-45%
建仓
DYNF
BLACKROCK ETF TRUST
+$630.6K
14,202
减持
IVV
ISHARES TR
-$613.0K
9,843
-19%
增持
TLH
ISHARES TR
+$609.1K
9,715
+156%
减持
KOF
COCA-COLA FEMSA SAB DE CV
-$605.6K
11,002
-38%
增持
REGN
REGENERON PHARMACEUTICALS
+$583.5K
1,965
+32%
建仓
AMGN
AMGEN INC
+$575.7K
2,025
减持
BWXT
BWX TECHNOLOGIES INC
-$571.1K
10,323
-51%
减持
LLY
ELI LILLY & CO
+$564.0K
4,105
-9%
增持
PCAR
PACCAR INC
+$563.0K
10,417
+40%
建仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
+$562.2K
8,601
增持
—
ARISTA NETWORKS INC
+$554.5K
5,096
+30%
增持
CI
THE CIGNA GROUP
+$530.4K
4,681
+20%
增持
APLD
APPLIED DIGITAL CORP
+$513.1K
308,626
+158%
增持
DGRW
WISDOMTREE TR
+$510.4K
39,853
+11%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$506.7K
125,589
+6%
增持
VZ
VERIZON COMMUNICATIONS INC
+$503.3K
43,188
+24%
增持
IJR
ISHARES TR
+$502.1K
75,557
+4%
清仓
BWA
BORGWARNER INC
-$499.5K
0
-100%
增持
GOVT
ISHARES TR
+$498.8K
322,121
+9%
增持
TROW
PRICE T ROWE GROUP INC
+$492.6K
12,371
+31%
增持
WRB
BERKLEY W R CORP
+$491.2K
13,858
+33%
减持
TLT
ISHARES TR
-$488.8K
3,959
-55%
增持
AMAT
APPLIED MATLS INC
+$488.7K
10,890
+0%
增持
VEA
VANGUARD TAX-MANAGED FDS
+$472.3K
96,171
+6%
减持
JPM
JPMORGAN CHASE & CO
+$471.2K
18,802
-3%
建仓
PAPR
INNOVATOR ETFS TRUST
+$471.1K
14,024
减持
VTIP
VANGUARD MALVERN FDS
-$470.3K
64,985
-14%
建仓
SOUN
SOUNDHOUND AI INC
+$469.8K
79,754
增持
TSLA
TESLA INC
-$456.9K
22,318
+27%
建仓
IVE
ISHARES TR
+$440.5K
2,358
增持
WFC
WELLS FARGO CO NEW
+$433.7K
19,642
+37%
减持
INTC
INTEL CORP
-$427.4K
54,322
-3%
清仓
TFLO
ISHARES TR
-$409.2K
0
-100%
增持
—
GARMIN LTD
+$408.6K
7,710
+34%
增持
HD
HOME DEPOT INC
+$396.8K
6,463
+8%
增持
AMD
ADVANCED MICRO DEVICES INC
+$389.3K
4,995
+44%
增持
BIL
SPDR SER TR
+$388.9K
81,956
+5%
增持
—
CHUBB LIMITED
+$373.9K
6,605
+12%
增持
CTRA
COTERRA ENERGY INC
+$371.1K
42,376
+33%
增持
KEYS
KEYSIGHT TECHNOLOGIES INC
+$364.1K
9,813
+33%
清仓
PLD
PROLOGIS INC.
-$362.2K
0
-100%
增持
DFUS
DIMENSIONAL ETF TRUST
+$357.5K
14,980
+56%
增持
ULTA
ULTA BEAUTY INC
+$354.9K
2,864
+23%
减持
SFM
SPROUTS FMRS MKT INC
+$351.5K
23,429
-3%
增持
HSY
HERSHEY CO
+$350.7K
5,000
+50%
增持
DIS
DISNEY WALT CO
+$350.5K
5,055
+70%
建仓
DBC
INVESCO DB COMMDY INDX TRCK
+$349.2K
15,203
增持
VOO
VANGUARD INDEX FDS
+$348.8K
5,011
+6%
减持
DAL
DELTA AIR LINES INC DEL
-$347.7K
45,476
-28%
增持
CRM
SALESFORCE INC
+$346.8K
2,641
+55%
减持
KR
KROGER CO
+$342.1K
39,560
-6%
增持
MNST
MONSTER BEVERAGE CORP NEW
+$338.3K
21,374
+33%
增持
PYPL
PAYPAL HLDGS INC
+$326.1K
21,781
+18%
减持
TOL
TOLL BROTHERS INC
+$324.5K
14,937
-5%
清仓
BBY
BEST BUY INC
-$323.1K
0
-100%
增持
JEPQ
J P MORGAN EXCHANGE TRADED F
+$322.0K
38,426
+9%
建仓
NAPR
INNOVATOR ETFS TRUST
+$322.0K
7,075
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$316.2K
23,018
-13%
增持
VICI
VICI PPTYS INC
+$311.7K
36,757
+50%
增持
SPAB
SPDR SER TR
+$311.2K
172,167
+9%
建仓
XSHQ
INVESCO EXCH TRADED FD TR II
+$309.3K
7,510
建仓
FTSL
FIRST TR EXCHANGE-TRADED FD
+$307.5K
6,654
增持
NUE
NUCOR CORP
+$301.3K
9,272
+5%
增持
—
ASML HOLDING N V
+$300.7K
536
+85%
增持
SPYV
SPDR SER TR
+$294.9K
44,267
+7%
建仓
MRNA
MODERNA INC
+$292.7K
2,747
减持
VLO
VALERO ENERGY CORP
+$292.7K
10,633
-9%
清仓
WHR
WHIRLPOOL CORP
-$286.6K
0
-100%
清仓
IWD
ISHARES TR
-$285.2K
0
-100%
