JC
Jackson Creek Investment Advisors LLC 13F 申报与机构持仓明细（Q2 2026）
Jackson Creek Investment Advisors LLCCIK: 0001831003
分散型投资策略高频交易型逆势操作型
申报总市值
US$3.0亿
申报季度: 2026-06-30 · 持股只数: 312
Jackson Creek Investment Advisors LLC在最新一期 13F 报告中披露了 312 项持股，申报期为 2026-06-30，总持股市值约为 US$3.0亿，季度换手率为 101.1%。
机构性格雪花图
- 集中度
- 1.62
- 持仓稳定性
- 100
- 动能倾向
- 0
- 行业集中度
- 41.85
- 多样化
- 100
- 仓位均衡度
- 94.84
Jackson Creek Investment Advisors LLC 目前披露的持仓，Herfindahl 集中度指数为 0.004——换算下来相当于约 247 个等权重仓位，与其实际披露的 312 只持仓相当接近。资金分布相对平均，并未集中于少数标的。
整体仓位大小相当一致（变异系数为 0.52），显示该机构在资金配置上采取较有纪律、规则化的方式。
最新申报季度中，并未观察到明显偏向加仓既有大仓位或大举建立新仓位的倾向。
目前行业板块分类约覆盖此投资组合披露价值的 56%；其余部分（例如未匹配板块的标的、期权或其他证券类型）尚未纳入板块分类范围。
来源与引用信息
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清仓 CRC
减仓 FTI
-78.7% -US$246.1万
清仓 HII
清仓 MTZ
清仓 NOG
新建仓 G5T40M104
持仓地图
新建仓加仓不变减仓
前十大持股占比
本季完整持股清单
仅显示前 200 大持股（共 312 只）
| # | 代码 | 标的名称 | 资产子类别 | 占比 | 占比变动 | 持仓量变化 | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VIRT | Virtu Financial Inc-class A | 股票-金融 | 0.74% | +0.09% | -24.72% | |
| 2 | ENVA | Enova International Inc | 股票-金融 | 0.71% | +0.25% | -27.83% | |
| 3 | CHEF | Chefs' Warehouse Inc/the | 股票-其他 | 0.67% | +0.24% | -28.01% | |
| 4 | MD | Pediatrix Medical Group Inc | 股票-其他 | 0.66% | — | -27.92% | |
| 5 | INDV | Indivior Pharmaceuticals Inc | 股票-其他 | 0.66% | +0.04% | -28.66% | |
| 6 | MKSI | Mks Inc | 股票-科技 | 0.66% | +0.51% | +199.86% | |
| 7 | NI | Nisource Inc | 股票-公用事业 | 0.65% | +0.27% | +60.65% | |
| 8 | ✓ | 股票-其他 | 0.65% | +0.65% | NEW | ||
| 9 | SNX | TD Synnex CORP | 股票-科技 | 0.64% | +0.50% | +162.93% | |
| 10 | BEN | Franklin Resources Inc | 股票-金融 | 0.64% | +0.11% | -26.24% | |
| 11 | AGM | Federal Agric Mtg Corp-cl C | 股票-其他 | 0.64% | +0.64% | NEW | |
| 12 | TILE | Interface Inc | 股票-其他 | 0.63% | +0.06% | -27.94% | |
| 13 | PBI | Pitney Bowes Inc | 股票-其他 | 0.63% | +0.49% | +144.18% | |
| 14 | AVAH | Aveanna Healthcare Holdings | 股票-其他 | 0.62% | +0.62% | NEW | |
| 15 | CRGY | Crescent Energy Inc-a | 股票-能源 | 0.62% | +0.62% | NEW | |
| 16 | BFH | Bread Financial Holdings Inc | 股票-金融 | 0.62% | +0.22% | -3.86% | |
| 17 | VVX | V2x Inc | 股票-其他 | 0.61% | +0.05% | -27.12% | |
| 18 | NSIT | Insight Enterprises Inc | 股票-科技 | 0.60% | +0.60% | NEW | |
| 19 | TENB | Tenable Holdings Inc | 股票-其他 | 0.60% | +0.60% | NEW | |
| 20 | XHR | Xenia Hotels & Resorts Inc | 股票-其他 | 0.59% | +0.59% | NEW | |
| 21 | CASY | Casey's General Stores Inc | 股票-周期性消费 | 0.59% | +0.09% | -12.86% | |
| 22 | NBIX | Neurocrine Biosciences Inc | 股票-医疗保健 | 0.59% | +0.59% | NEW | |
| 23 | NAVN | Navan Inc-cl A | 股票-其他 | 0.59% | +0.59% | NEW | |
| 24 | DHT | DHT Holdings, Inc. | 股票-其他 | 0.58% | -0.12% | -27.84% | |
| 25 | LGND | Ligand Pharmaceuticals | 股票-医疗保健 | 0.58% | +0.09% | -27.38% | |
| 26 | PTEN | Patterson-uti Energy Inc | 股票-能源 | 0.57% | -0.16% | -27.92% | |
| 27 | OBK | Origin Bancorp Inc | 股票-其他 | 0.57% | +0.44% | +197.61% | |
| 28 | TVTX | Travere Therapeutics Inc | 股票-其他 | 0.57% | +0.57% | NEW | |
| 29 | ZWS | Zurn Elkay Water Solutions C | 股票-工业 | 0.57% | -0.05% | -27.87% | |
| 30 | ARW | Arrow Electronics Inc | 股票-科技 | 0.57% | +0.57% | NEW | |
| 31 | CTRE | Caretrust Reit Inc | 股票-房地产 | 0.57% | -0.04% | -27.85% | |
| 32 | VSTS | Vestis CORP | 股票-其他 | 0.56% | +0.42% | +93.47% | |
| 33 | VCYT | Veracyte Inc | 股票-其他 | 0.56% | +0.08% | -27.49% | |
| 34 | PRLB | Proto Labs Inc | 股票-其他 | 0.56% | +0.42% | +167.69% | |
| 35 | MTRN | Materion CORP | 股票-其他 | 0.55% | +0.55% | NEW | |
| 36 | CMP | Compass Minerals Internation | 股票-其他 | 0.55% | +0.01% | -28.26% | |
| 37 | ASB | Associated Banc-corp | 股票-金融 | 0.55% | — | -25.94% | |
| 38 | PCTY | Paylocity Holding CORP | 股票-科技 | 0.54% | +0.54% | NEW | |
| 39 | SRCE | 1st Source CORP | 股票-其他 | 0.54% | +0.02% | -27.83% | |
| 40 | PEB | Pebblebrook Hotel Trust | 股票-其他 | 0.54% | +0.54% | NEW | |
| 41 | SPB | Spectrum Brands Holdings Inc | 股票-其他 | 0.54% | +0.41% | +203.26% | |
| 42 | BLBD | Blue Bird CORP | 股票-其他 | 0.54% | +0.41% | +171.48% | |
| 43 | PEBO | Peoples Bancorp Inc | 股票-其他 | 0.53% | +0.53% | NEW | |
| 44 | BNL | Broadstone Net Lease Inc | 股票-房地产 | 0.53% | +0.53% | NEW | |
| 45 | AGYS | Agilysys Inc | 股票-其他 | 0.53% | +0.53% | NEW | |
| 46 | RS | Reliance Inc | 股票-原材料 | 0.53% | +0.42% | +231.68% | |
| 47 | SHBI | Shore Bancshares Inc | 股票-其他 | 0.53% | +0.53% | NEW | |
| 48 | BOKF | Bok Financial Corporation | 股票-其他 | 0.53% | +0.53% | NEW | |
| 49 | PTGX | Protagonist Therapeutics Inc | 股票-其他 | 0.53% | +0.53% | NEW | |
| 50 | SLDE | Slide Insurance Holdings Inc | 股票-其他 | 0.52% | +0.52% | NEW |
1–50 of 200
投资组合表现
Q3 2026表现
+3.1%
近4个季度表现
+21.4%
- 标准差
- +15.2%
- 贝塔系数
- +0.93
- 阿尔法
- -1.5%
- 最大回撤
- -12.4%
- 年化表现
- +17.2%
- 对标普胜率
- +36.1%
- 索提诺比率
- +2.23
- 斯图泽指数
- +0.33
- 特雷诺比率
- +0.18
- 斯特林比率
- +1
- 卡玛比率
- +1.39
- 信息比率
- -0.31
- 跟踪误差
- +9.3%
- 下行标准差
- +7.7%
- 正收益月份占比
- +61.1%
- 负收益月份占比
- +38.9%
- 最佳12个月
- +34.4%
- 最差12个月
- +3%
- 效率比率
- +0.45
- 夏普比率
- +1.13
- 行业分散度
- +6.6%
- 偏度
- +0.11
- 峰度
- -0.69
- 上行潜力
- +4.05
申报总市值趋势
行业配置
历年行业分布趋势
季度历史总览
| 季度 | 持股只数 | 总市值 | 稳定性 | 主要持股 | |
|---|---|---|---|---|---|
| 2026 Q2 | 312 | US$3.0亿 | 100 | ||
| 2026 Q1 | 293 | US$3.4亿 | 81 | ||
| 2025 Q4 | 291 | US$3.4亿 | 76 | ||
| 2025 Q3 | 276 | US$3.5亿 | 100 | ||
| 2025 Q2 | 308 | US$3.7亿 | 0 | ||
| 2025 Q1 | 286 | US$3.1亿 | 100 | ||
| 2024 Q4 | 294 | US$3.3亿 | 0 | ||
| 2024 Q3 | 293 | US$3.4亿 | 0 | ||
| 2024 Q2 | 299 | US$2.7亿 | 0 | ||
| 2024 Q1 | 294 | US$2.8亿 | 0 | ||
| 2023 Q4 | 295 | US$2.6亿 | 0 | ||
| 2023 Q3 | 296 | US$2.4亿 | 0 | ||
| 2023 Q2 | 305 | US$2.5亿 | 0 | ||
| 2023 Q1 | 298 | US$2.4亿 | 0 | ||
| 2022 Q4 | 293 | US$2.3亿 | 0 | ||
| 2022 Q3 | 294 | US$2.1亿 | 0 | ||
| 2022 Q2 | 299 | US$2.5亿 | 0 | ||
| 2022 Q1 | 300 | US$2.7亿 | 0 | ||
| 2021 Q4 | 300 | US$2.8亿 | 0 | ||
| 2021 Q3 | 293 | US$2.7亿 | 0 | ||
| 2021 Q2 | 295 | US$2.7亿 | 100 | ||
| 2021 Q1 | 319 | US$2.9亿 | 66 | ||
| 2020 Q4 | 300 | US$2.6亿 | 65 | ||
| 2020 Q3 | 307 | US$2.2亿 | — |
Jackson Creek Investment Advisors LLC 在 2026-06-30 最显著的持仓异动： 清仓: California Resources CORP (CRC); 清仓: Huntington Ingalls Industrie (HII); 清仓: Mastec Inc (MTZ); 清仓: Northern Oil And Gas Inc (NOG); 清仓: Element Solutions Inc (ESI).
仅显示变动幅度最大的前 200 项（共 423 项）
| # | 代码 | 标的名称 | 占比变动 | 持仓量变化 | 异动类型 |
|---|---|---|---|---|---|
| 1 | ✓ | +0.7% | NEW | 新建仓 | |
| 2 | AGM | Federal Agric Mtg Corp-cl C | +0.6% | NEW | 新建仓 |
| 3 | AVAH | Aveanna Healthcare Holdings | +0.6% | NEW | 新建仓 |
| 4 | CRGY | Crescent Energy Inc-a | +0.6% | NEW | 新建仓 |
| 5 | NSIT | Insight Enterprises Inc | +0.6% | NEW | 新建仓 |
| 6 | TENB | Tenable Holdings Inc | +0.6% | NEW | 新建仓 |
| 7 | XHR | Xenia Hotels & Resorts Inc | +0.6% | NEW | 新建仓 |
| 8 | NBIX | Neurocrine Biosciences Inc | +0.6% | NEW | 新建仓 |
| 9 | NAVN | Navan Inc-cl A | +0.6% | NEW | 新建仓 |
| 10 | TVTX | Travere Therapeutics Inc | +0.6% | NEW | 新建仓 |
| 11 | ARW | Arrow Electronics Inc | +0.6% | NEW | 新建仓 |
| 12 | MTRN | Materion CORP | +0.6% | NEW | 新建仓 |
| 13 | PCTY | Paylocity Holding CORP | +0.5% | NEW | 新建仓 |
| 14 | PEB | Pebblebrook Hotel Trust | +0.5% | NEW | 新建仓 |
| 15 | PEBO | Peoples Bancorp Inc | +0.5% | NEW | 新建仓 |
| 16 | BNL | Broadstone Net Lease Inc | +0.5% | NEW | 新建仓 |
| 17 | AGYS | Agilysys Inc | +0.5% | NEW | 新建仓 |
| 18 | SHBI | Shore Bancshares Inc | +0.5% | NEW | 新建仓 |
| 19 | BOKF | Bok Financial Corporation | +0.5% | NEW | 新建仓 |
| 20 | PTGX | Protagonist Therapeutics Inc | +0.5% | NEW | 新建仓 |
| 21 | SLDE | Slide Insurance Holdings Inc | +0.5% | NEW | 新建仓 |
| 22 | UVSP | Univest Financial CORP | +0.5% | NEW | 新建仓 |
| 23 | RAL | Ralliant CORP | +0.5% | NEW | 新建仓 |
| 24 | APOG | Apogee Enterprises Inc | +0.5% | NEW | 新建仓 |
| 25 | MKSI | Mks Inc | +0.5% | +199.86% | 加仓 |
| 26 | COLL | Collegium Pharmaceutical Inc | +0.5% | NEW | 新建仓 |
| 27 | SNX | TD Synnex CORP | +0.5% | +162.93% | 加仓 |
| 28 | GRC | Gorman-rupp Co | +0.5% | NEW | 新建仓 |
| 29 | PBI | Pitney Bowes Inc | +0.5% | +144.18% | 加仓 |
| 30 | NTCT | Netscout Systems Inc | +0.5% | NEW | 新建仓 |
| 31 | REPX | Riley Exploration Permian In | +0.5% | NEW | 新建仓 |
| 32 | DAVE | Dave Inc | +0.5% | NEW | 新建仓 |
| 33 | HLIO | Helios Technologies Inc | +0.5% | NEW | 新建仓 |
| 34 | CCK | Crown Holdings Inc | +0.4% | NEW | 新建仓 |
| 35 | OBK | Origin Bancorp Inc | +0.4% | +197.61% | 加仓 |
| 36 | MANH | Manhattan Associates Inc | +0.4% | NEW | 新建仓 |
| 37 | HST | Host Hotels & Resorts Inc | +0.4% | NEW | 新建仓 |
| 38 | NXST | Nexstar Media Group Inc | +0.4% | NEW | 新建仓 |
| 39 | ASTH | Astrana Health Inc | +0.4% | NEW | 新建仓 |
| 40 | RS | Reliance Inc | +0.4% | +231.68% | 加仓 |
| 41 | VSTS | Vestis CORP | +0.4% | +93.47% | 加仓 |
| 42 | PRLB | Proto Labs Inc | +0.4% | +167.69% | 加仓 |
| 43 | CBSH | Commerce Bancshares Inc | +0.4% | NEW | 新建仓 |
| 44 | SPB | Spectrum Brands Holdings Inc | +0.4% | +203.26% | 加仓 |
| 45 | BLBD | Blue Bird CORP | +0.4% | +171.48% | 加仓 |
| 46 | MUSA | Murphy USA Inc | +0.4% | NEW | 新建仓 |
| 47 | TKR | Timken Co | +0.4% | NEW | 新建仓 |
| 48 | CBT | Cabot CORP | +0.4% | NEW | 新建仓 |
| 49 | PACS | Pacs Group Inc | +0.4% | NEW | 新建仓 |
| 50 | M | Macy's, Inc. | +0.4% | NEW | 新建仓 |
1–50 of 200
申报历史
FAQ
Jackson Creek Investment Advisors LLC 是什么机构？属于哪种投资人类型？
Jackson Creek Investment Advisors LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$3.0亿，分布在 312 个已申报仓位之中。
Jackson Creek Investment Advisors LLC 目前前几大持股有哪些？
根据最新 13F 申报，Jackson Creek Investment Advisors LLC 按市值排列的前几大持股为：
1. Virtu Financial Inc-class A (VIRT) — US$222.0万 (0.7%)
2. Enova International Inc (ENVA) — US$212.8万 (0.7%)
3. Chefs' Warehouse Inc/the (CHEF) — US$203.6万 (0.7%)
4. Pediatrix Medical Group Inc (MD) — US$200.5万 (0.7%)
5. Indivior Pharmaceuticals Inc (INDV) — US$198.5万 (0.7%)
Jackson Creek Investment Advisors LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Jackson Creek Investment Advisors LLC 共进行了 200 项显著调整：新建仓 85 个仓位、加仓 14 个既有持股、减仓 27 个仓位，并完全清仓 74 个持股。 其中幅度最大的异动：清仓: California Resources CORP (CRC); 清仓: Huntington Ingalls Industrie (HII); 清仓: Mastec Inc (MTZ); 清仓: Northern Oil And Gas Inc (NOG); 清仓: Element Solutions Inc (ESI)
Jackson Creek Investment Advisors LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Jackson Creek Investment Advisors LLC 的主要板块分布如下：
• Information Technology: 24.4%
• Financials: 15.1%
• Health Care: 13.3%
• Consumer Discretionary: 12.4%
• Industrials: 12.2%
• Real Estate: 5.7%
* 本报告数据由 AlphaSMO 团队独家整理提供。AlphaSMO是网络上最具权威的13F / Inside Trader数据库，我们致力于提供最精准的内部人交易与大户持仓报告。
投资风格解析
Jackson Creek Investment Advisors LLC重建的 13F 持仓回测显示，过去 36 个月年化回报率为 17.2%，跑输 S&P 500 1.5 个百分点；贝塔系数为 0.93（波动性与大盘大致相当），季度胜率为 36%。
该机构的持仓风格高度分散、交易频繁。
过去 4 个季度，该机构的换手率评分从 0 升至 100，交易变得更为活跃。
过去两个季度，该机构持续加码 SNX（+US$149.8万，现达 US$193.5万），同时减持 UHS（-US$217.7万，仍持有 US$31.9万）。
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开发者访问
以编程方式访问 Jackson Creek Investment Advisors LLC 的机构档案：
REST API
curl https://alphasmo.com/api/v1/institutions/jackson-creek-investment-advisors-llcCLI 命令
npx alphasmo institutions get jackson-creek-investment-advisors-llc