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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
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 37
增持 51
减持 34
清仓 28
方向
标的
Δ市值
现股数(环比)
增持
BND
VANGUARD BD INDEX FDS
+$6.2M
437,727
+26%
增持
NVDA
NVIDIA CORPORATION
+$6.2M
157,724
+974%
增持
VCIT
VANGUARD SCOTTSDALE FDS
+$3.5M
170,515
+36%
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
AAPL
APPLE INC
+$3.0M
54,547
+10%
增持
NFLX
NETFLIX INC
+$2.9M
8,582
+78%
增持
GOOGL
ALPHABET INC
+$2.7M
57,110
+12%
增持
MSFT
MICROSOFT CORP
+$2.6M
30,854
+16%
减持
VTIP
VANGUARD MALVERN FDS
-$2.3M
17,154
-74%
增持
SPDW
SPDR INDEX SHS FDS
+$2.3M
706,516
+12%
减持
INTC
INTEL CORP
-$2.1M
8,941
-84%
清仓
CPRT
COPART INC
-$2.0M
0
-100%
建仓
EME
EMCOR GROUP INC
+$1.8M
4,890
建仓
SMR
NUSCALE PWR CORP
+$1.7M
147,929
清仓
—
ENDEAVOR GROUP HLDGS INC
-$1.7M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$1.6M
0
-100%
清仓
DXC
DXC TECHNOLOGY CO
-$1.6M
0
-100%
减持
DAL
DELTA AIR LINES INC DEL
-$1.6M
12,502
-73%
清仓
ULTA
ULTA BEAUTY INC
-$1.5M
0
-100%
清仓
MPWR
MONOLITHIC PWR SYS INC
-$1.5M
0
-100%
增持
KMI
KINDER MORGAN INC DEL
+$1.5M
142,736
+91%
建仓
PHM
PULTE GROUP INC
+$1.4M
12,569
增持
REGN
REGENERON PHARMACEUTICALS
+$1.4M
3,093
+57%
增持
MU
MICRON TECHNOLOGY INC
+$1.4M
26,643
+46%
减持
KR
KROGER CO
-$1.4M
18,056
-54%
增持
ADBE
ADOBE INC
+$1.3M
3,875
+136%
建仓
EA
ELECTRONIC ARTS INC
+$1.3M
9,509
减持
—
SUPER MICRO COMPUTER INC
-$1.3M
586
-67%
减持
UNH
UNITEDHEALTH GROUP INC
-$1.3M
2,586
-51%
建仓
—
JUNIPER NETWORKS INC
+$1.3M
35,918
减持
VZ
VERIZON COMMUNICATIONS INC
-$1.3M
12,807
-70%
减持
JUCY
ETF SER SOLUTIONS
-$1.3M
239,435
-18%
增持
SNPS
SYNOPSYS INC
+$1.2M
3,384
+138%
增持
AMZN
AMAZON COM INC
+$1.2M
47,785
+7%
建仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
+$1.2M
17,261
增持
QQQ
INVESCO QQQ TR
+$1.2M
28,897
+1%
清仓
KOF
COCA-COLA FEMSA SAB DE CV
-$1.1M
0
-100%
清仓
CAH
CARDINAL HEALTH INC
-$1.1M
0
-100%
减持
AVGO
BROADCOM INC
-$1.0M
470
-65%
清仓
VB
VANGUARD INDEX FDS
-$956.9K
0
-100%
减持
—
BROOKFIELD INFRAST PARTNERS
-$914.5K
47,254
-33%
减持
RSP
INVESCO EXCHANGE TRADED FD T
-$909.6K
3,882
-58%
增持
IVV
ISHARES TR
+$888.9K
11,081
+13%
增持
IWB
ISHARES TR
+$877.9K
86,774
+0%
增持
CPNG
COUPANG INC
+$851.9K
80,414
+72%
建仓
FOUR
SHIFT4 PMTS INC
+$812.4K
11,075
增持
QCOM
QUALCOMM INC
+$804.5K
15,724
+14%
增持
META
META PLATFORMS INC
+$771.2K
14,565
+8%
建仓
VFC
V F CORP
+$765.0K
56,666
增持
SOUN
SOUNDHOUND AI INC
+$760.7K
311,517
+291%
减持
BIL
SPDR SER TR
-$757.4K
73,721
-10%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$737.4K
5,822
+189%
减持
MCHP
MICROCHIP TECHNOLOGY INC.
-$700.8K
14,909
-35%
减持
NUE
NUCOR CORP
-$695.9K
7,205
-22%
建仓
DVN
DEVON ENERGY CORP NEW
+$685.5K
14,462
减持
JNJ
JOHNSON & JOHNSON
-$666.3K
50,520
-1%
建仓
PATH
UIPATH INC
+$628.9K
49,598
增持
AMAT
APPLIED MATLS INC
+$623.5K
12,159
+12%
增持
STRL
STERLING INFRASTRUCTURE INC
+$605.2K
12,542
+57%
增持
LLY
ELI LILLY & CO
+$601.9K
4,192
+2%
增持
ACI
ALBERTSONS COS INC
+$595.6K
49,455
+178%
清仓
AYI
ACUITY BRANDS INC
-$570.2K
0
-100%
清仓
ZM
ZOOM VIDEO COMMUNICATIONS IN
-$562.2K
0
-100%
增持
HIGH
SIMPLIFY EXCHANGE TRADED FUN
+$547.9K
199,408
+13%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$538.6K
8,881
+2%
建仓
SCHG
SCHWAB STRATEGIC TR
+$524.8K
5,204
增持
IVW
ISHARES TR
+$524.2K
34,975
+9%
减持
EXPE
EXPEDIA GROUP INC
-$514.1K
13,702
-16%
增持
VUG
VANGUARD INDEX FDS
+$471.1K
6,298
+15%
增持
—
ARCH CAP GROUP LTD
+$470.3K
20,767
+18%
建仓
KWEB
KRANESHARES TRUST
+$463.6K
17,158
清仓
XLE
SELECT SECTOR SPDR TR
-$461.7K
0
-100%
建仓
IYR
ISHARES TR
+$453.3K
5,166
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$451.1K
10,861
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$447.3K
104,931
+2%
减持
GEHC
GE HEALTHCARE TECHNOLOGIES I
-$430.8K
19,317
-9%
增持
—
LAM RESEARCH CORP
+$420.6K
1,770
+17%
增持
VOO
VANGUARD INDEX FDS
+$417.9K
5,652
+13%
减持
FTNT
FORTINET INC
-$417.6K
12,734
-27%
增持
GOOG
ALPHABET INC
+$401.9K
3,329
+143%
增持
DIS
DISNEY WALT CO
+$399.3K
10,251
+103%
减持
CAT
CATERPILLAR INC
-$395.8K
5,036
-11%
减持
CME
CME GROUP INC
-$382.2K
7,180
-14%
建仓
BABA
ALIBABA GROUP HLDG LTD
+$371.0K
5,153
建仓
VITL
VITAL FARMS INC
+$364.4K
7,792
减持
APLD
APPLIED DIGITAL CORP
+$359.4K
282,402
-8%
减持
TOL
TOLL BROTHERS INC
-$358.8K
13,662
-9%
清仓
CVS
CVS HEALTH CORP
-$350.3K
0
-100%
清仓
DBC
INVESCO DB COMMDY INDX TRCK
-$349.2K
0
-100%
减持
WMT
WALMART INC
+$342.7K
52,535
-2%
清仓
HSBC
HSBC HLDGS PLC
-$341.1K
0
-100%
减持
SFM
SPROUTS FMRS MKT INC
-$335.9K
14,042
-40%
建仓
SDVY
FIRST TR EXCHANGE-TRADED FD
+$335.6K
10,053
建仓
PMAR
INNOVATOR ETFS TRUST
+$335.0K
8,835
减持
PYPL
PAYPAL HLDGS INC
-$332.9K
19,408
-11%
增持
—
ARISTA NETWORKS INC
+$329.0K
5,155
+1%
增持
—
GARMIN LTD
+$320.4K
9,012
+17%
减持
IJR
ISHARES TR
-$311.7K
75,369
-0%
建仓
GD
GENERAL DYNAMICS CORP
+$302.3K
1,042
增持
OEF
ISHARES TR
+$298.4K
7,780
+10%
减持
MPC
MARATHON PETE CORP
-$297.3K
6,514
-8%
建仓
SVOL
SIMPLIFY EXCHANGE TRADED FUN
+$294.7K
13,122
增持
UBER
UBER TECHNOLOGIES INC
+$289.4K
8,845
+93%
增持
BLDR
BUILDERS FIRSTSOURCE INC
-$287.0K
8,581
+21%
建仓
IAGG
ISHARES TR
+$282.2K
5,653
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$279.4K
4,091
+24%
清仓
AEP
AMERICAN ELEC PWR CO INC
-$273.7K
0
-100%
增持
GOVT
ISHARES TR
+$269.4K
336,912
+5%
增持
KO
COCA COLA CO
+$268.1K
40,141
+7%
减持
NOC
NORTHROP GRUMMAN CORP
-$268.0K
2,163
-15%
减持
PFE
PFIZER INC
-$266.2K
17,221
-36%
建仓
CR
CRANE COMPANY
+$264.4K
1,824
减持
VLO
VALERO ENERGY CORP
-$264.1K
9,894
-7%
清仓
VWO
VANGUARD INTL EQUITY INDEX F
-$263.6K
0
-100%
增持
DGRW
WISDOMTREE TR
+$262.7K
42,269
+6%
增持
EMXC
ISHARES INC
+$260.1K
35,942
+11%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN
-$259.4K
0
-100%
清仓
MSM
MSC INDL DIRECT INC
-$258.2K
0
-100%
减持
—
CAPRI HOLDINGS LIMITED
-$257.0K
15,702
-8%
增持
NU
NU HLDGS LTD
+$256.2K
172,006
+5%
清仓
RF
REGIONS FINANCIAL CORP NEW
-$256.0K
0
-100%
增持
HD
HOME DEPOT INC
-$253.7K
6,465
+0%
建仓
IEMG
ISHARES INC
+$248.9K
4,650
减持
CRM
SALESFORCE INC
-$248.1K
2,129
-19%
建仓
HIMS
HIMS & HERS HEALTH INC
+$245.1K
12,139
减持
—
AMEDISYS INC
-$243.9K
18,845
-12%
建仓
ELV
ELEVANCE HEALTH INC
+$240.0K
443
增持
EFG
ISHARES TR
+$239.2K
6,108
+64%
清仓
OIH
VANECK ETF TRUST
-$238.8K
0
-100%
清仓
XOP
SPDR SER TR
-$237.4K
0
-100%
减持
PANW
PALO ALTO NETWORKS INC
+$234.8K
6,153
-6%
建仓
—
ATLANTICA SUSTAINABLE INFR P
+$231.5K
10,548
清仓
HAL
HALLIBURTON CO
-$229.2K
0
-100%
增持
—
CHUBB LIMITED
+$227.8K
7,603
+15%
建仓
—
IRIS ENERGY LTD
+$225.3K
19,952
增持
PCAR
PACCAR INC
+$223.1K
14,704
+41%
清仓
CSX
CSX CORP
-$221.9K
0
-100%
建仓
—
CREDO TECHNOLOGY GROUP HOLDI
+$220.0K
6,888
建仓
GM
GENERAL MTRS CO
+$218.4K
4,700
建仓
LFMD
LIFEMD INC
+$216.2K
31,511
清仓
ABNB
AIRBNB INC
-$215.9K
0
-100%
建仓
CXT
CRANE NXT CO
+$213.1K
3,469
清仓
AXON
AXON ENTERPRISE INC
-$212.4K
0
-100%
建仓
—
SMARTSHEET INC
+$210.7K
4,779
清仓
MLM
MARTIN MARIETTA MATLS INC
-$208.7K
0
-100%
建仓
OPRA
OPERA LTD
+$207.6K
14,785
建仓
VIOO
VANGUARD ADMIRAL FDS INC
+$206.8K
2,106
建仓
ARM
ARM HOLDINGS PLC
+$206.7K
1,263
建仓
—
GRAB HOLDINGS LIMITED
+$205.2K
57,791
清仓
DDOG
DATADOG INC
-$204.8K
0
-100%
建仓
SOLV
SOLVENTUM CORP
+$204.5K
3,867
