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BLUE JEAN FINANCIAL LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心

BLUE JEAN FINANCIAL LLC

报告期 2026-03-31 · CIK 0002047089

持仓数

68

前50大市值合计

$107.6M

报告期

2026-03-31

当前持仓调仓

前 50 大持仓

标的

类型

市值

股数

占比*

GEV GE VERNOVA INC

COM

$4.8M

5,451

4.4%

VRT VERTIV HOLDINGS CO

COM CL A

$4.2M

16,956

3.9%

AMZN AMAZON COM INC

COM

$3.8M

18,351

3.6%

AAOI APPLIED OPTOELECTRONICS INC

COM

$3.7M

44,039

3.5%

TSLA TESLA INC

COM

$3.7M

9,943

3.4%

AAPL APPLE INC

COM

$3.7M

14,508

3.4%

BRK/B BERKSHIRE HATHAWAY INC DEL

CL B NEW

$3.6M

7,528

3.4%

NVDA NVIDIA CORPORATION

COM

$3.5M

20,346

3.3%

GOOG ALPHABET INC

CAP STK CL C

$3.5M

12,138

3.2%

SNDK SANDISK CORP

COM

$3.4M

5,405

3.2%

MSFT MICROSOFT CORP

COM

$3.4M

9,138

3.1%

META META PLATFORMS INC

CL A

$3.1M

5,354

2.8%

TTMI TTM TECHNOLOGIES INC

COM

$2.8M

28,554

2.6%

STBF TRUST FOR PROFESSIONAL MANAG

PERFORMANCE TR S

$2.5M

99,390

2.3%

VNLA JANUS DETROIT STR TR

HENDRSN SHRT ETF

$2.5M

51,424

2.3%

ZETA ZETA GLOBAL HOLDINGS CORP

CL A

$2.1M

131,737

1.9%

— VIKING HOLDINGS LTD

ORD SHS

$2.0M

27,608

1.9%

SITM SITIME CORP

COM

$2.0M

5,756

1.8%

TPC TUTOR PERINI CORP

COM

$1.9M

25,183

1.8%

TKO TKO GROUP HOLDINGS INC

CL A

$1.9M

9,560

1.8%

MU MICRON TECHNOLOGY INC

COM

$1.9M

5,492

1.7%

SMTC SEMTECH CORP

COM

$1.9M

24,092

1.7%

RKT ROCKET COS INC

COM CL A

$1.8M

129,208

1.7%

TSM TAIWAN SEMICONDUCTOR MANUFAC

SPONSORED ADS

$1.8M

5,271

1.7%

CCJ CAMECO CORP

COM

$1.8M

16,268

1.6%

JPM JPMORGAN CHASE & CO

COM

$1.7M

5,922

1.6%

BE BLOOM ENERGY CORP

COM CL A

$1.7M

12,396

1.6%

GE GE AEROSPACE

COM NEW

$1.6M

5,733

1.5%

MP MP MATERIALS CORP

COM CL A

$1.6M

33,382

1.5%

ULTA ULTA BEAUTY INC

COM

$1.5M

2,958

1.4%

XSMO INVESCO EXCHANGE TRADED FD T

S&P SMLCP MOMENT

$1.5M

20,160

1.4%

TMDX TRANSMEDICS GROUP INC

COM

$1.5M

15,273

1.4%

NSC NORFOLK SOUTHN CORP

COM

$1.5M

5,251

1.4%

SPMD SPDR SERIES TRUST

STATE STREET SPD

$1.5M

25,288

1.4%

VRP INVESCO EXCH TRADED FD TR II

VAR RATE PFD

$1.5M

61,121

1.4%

JAAA JANUS DETROIT STR TR

HENDRSON AAA CL

$1.5M

28,943

1.4%

BFIX BUILD FUNDS TRUST

BOND INNOVATION

$1.4M

56,971

1.3%

JSMD JANUS DETROIT STR TR

HENDERSN SML ETF

$1.4M

18,169

1.3%

FLXR TCW ETF TRUST

FLEXIBLE INCOME

$1.4M

36,415

1.3%

BAC BANK AMERICA CORP

COM

$1.4M

29,071

1.3%

FLBL FRANKLIN TEMPLETON ETF TR

SENIOR LOAN ETF

$1.4M

60,626

1.3%

DE DEERE & CO

COM

$1.4M

2,456

1.3%

QQQM INVESCO EXCH TRADED FD TR II

NASDAQ 100 ETF

$1.4M

5,762

1.3%

AVGO BROADCOM INC

COM

$1.4M

4,410

1.3%

SPYM SPDR SERIES TRUST

STATE STREET SPD

$1.3M

17,588

1.3%

— JOHNSON CONTROLS INTERNATION

SHS

$1.3M

9,996

1.2%

SCHW SCHWAB CHARLES CORP

COM

$1.3M

13,791

1.2%

COST COSTCO WHOLESALE CORPORATION

COM

$1.3M

1,295

1.2%

ABBV ABBVIE INC

COM

$1.3M

5,908

1.2%

REGN REGENERON PHARMACEUTICALS

COM

$1.3M

1,663

1.2%

* 占比按本页前 50 大持仓市值合计计算

持仓集中度按前 50 大市值

22%前 6 大占比

GEV4.4%VRT3.9%AMZN3.6%AAOI3.5%TSLA3.4%AAPL3.4%