CIK: 0002102009
申报总市值
US$1.0亿
申报季度: 2026-03-31 · 持股只数: 53
Jefferson Bridge Capital, LLC在最新一期 13F 报告中披露了 53 项持股，申报期为 2026-03-31，总持股市值约为 US$1.0亿，季度换手率为 20.5%。
Jefferson Bridge Capital, LLC 目前披露的持仓，Herfindahl 集中度指数为 0.030——换算下来相当于约 34 个等权重仓位，与其实际披露的 53 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 0.77），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 66%；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。
加仓 SNEX
+43.0% US$129.1万
减仓 MSFT
-0.9% -US$77.4万
加仓 CVX
0.0% US$74.8万
减仓 AVGO
0.0% -US$57.2万
减仓 HROW
+8.3% -US$57.1万
减仓 VUG
+2.0% -US$51.4万
| # | 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 | SNEX | Stonex Group INC | 股票-金融 | 7.32% | +1.20% | +42.99% | |
| 2 | VUG | Vanguard Growth ETF | ETF-其他 | 5.40% | -0.59% | +2.05% | |
| 3 | VTV | Vanguard Value ETF | ETF-其他 | 5.03% | +0.19% | +2.51% | |
| 4 | AVGO | Broadcom INC | 股票-科技 | 4.80% | -0.65% | — | |
| 5 | HCA | Hca Healthcare INC | 股票-医疗保健 | 4.33% | -0.02% | -0.57% | |
| 6 | NHI | Natl Health Investors INC | 股票-其他 | 3.68% | +0.16% | — | |
| 7 | PNFP | Pinnacle Financial Partners | 股票-金融 | 3.41% | +3.41% | NEW | |
| 8 | AAPL | Apple INC | 股票-科技 | 3.10% | -0.30% | -0.89% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-其他 | 3.01% | +0.09% | +1.91% | |
| 10 | CVX | Chevron CORP | 股票-能源 | 2.82% | +0.71% | — | |
| 11 | GOOG | Alphabet Inc-cl C | 股票-通信服务 | 2.78% | -0.35% | -1.57% | |
| 12 | DUK | Duke Energy CORP | 股票-公用事业 | 2.74% | +0.25% | — | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | 股票-其他 | 2.63% | -0.17% | — | |
| 14 | MSFT | Microsoft CORP | 股票-科技 | 2.41% | -0.82% | -0.92% | |
| 15 | MRK | Merck & Co. INC. | 股票-医疗保健 | 2.33% | +0.27% | — | |
| 16 | ORI | Old Republic Intl CORP | 股票-金融 | 2.31% | -0.37% | — | |
| 17 | CB | Chubb Limited | 股票-金融 | 2.06% | +0.05% | -0.81% | |
| 18 | PANW | Palo Alto Networks INC | 股票-科技 | 2.05% | +0.13% | +24.59% | |
| 19 | JNJ | Johnson & Johnson | 股票-医疗保健 | 2.04% | +0.29% | — | |
| 20 | HROW | Harrow INC | 股票-其他 | 2.00% | -0.60% | +8.28% | |
| 21 | JPM | Jpmorgan Chase & Co | 股票-金融 | 1.98% | -0.22% | — | |
| 22 | DAL | Delta Air Lines INC | 股票-工业 | 1.70% | -0.10% | — | |
| 23 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-其他 | 1.70% | — | +1.70% | |
| 24 | IBDU | Ishares Ibonds Dec 2029 Term | ETF-其他 | 1.63% | — | +2.57% | |
| 25 | LLY | Eli Lilly & Co | 股票-医疗保健 | 1.58% | -0.32% | -1.82% | |
| 26 | DELL | Dell Technologies -c | 股票-科技 | 1.54% | +0.34% | — | |
| 27 | PFE | Pfizer INC | 股票-医疗保健 | 1.49% | +0.15% | — | |
| 28 | CRM | Salesforce INC | 股票-科技 | 1.47% | -0.21% | +25.42% | |
| 29 | TOTL | Ss Doubleline Tr Tact ETF | ETF-其他 | 1.47% | +0.40% | +40.77% | |
| 30 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-其他 | 1.45% | +0.02% | +2.78% | |
| 31 | ACIW | Aci Worldwide INC | 股票-科技 | 1.40% | +0.22% | +39.44% | |
| 32 | CALM | Cal-maine Foods INC | 股票-非周期性消费 | 1.37% | +0.33% | +34.31% | |
| 33 | VZ | Verizon Communications INC | 股票-通信服务 | 1.08% | +0.19% | — | |
| 34 | PLTR | Palantir Technologies Inc-a | 股票-科技 | 1.08% | -0.25% | — | |
| 35 | IBDV | Ishares Ibonds Dec 2030 CORP | ETF-其他 | 1.02% | +0.13% | +16.66% | |
| 36 | XYL | Xylem INC | 股票-工业 | 0.92% | +0.92% | NEW | |
| 37 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-其他 | 0.90% | +0.02% | +5.09% | |
| 38 | IBDW | Ishares Ibonds Dec 2031 CORP | ETF-其他 | 0.87% | +0.13% | +20.00% | |
| 39 | VB | Vanguard Small-cap ETF | ETF-其他 | 0.85% | — | +1.37% | |
| 40 | UNH | Unitedhealth Group INC | 股票-医疗保健 | 0.84% | -0.20% | -0.03% | |
| 41 | SPTS | Ss Spdr P St Term Tsy ETF | ETF-其他 | 0.81% | +0.26% | +50.62% | |
| 42 | JQUA | Jpmorgan US Quality Factor | ETF-其他 | 0.80% | — | +6.13% | |
| 43 | SPEM | State Street Sp Ptf Em ETF | ETF-其他 | 0.74% | — | +1.84% | |
| 44 | GTLS | Chart Industries INC | 股票-工业 | 0.74% | -0.58% | -43.88% | |
| 45 | SMH | Vaneck Semiconductor ETF | ETF-其他 | 0.71% | +0.03% | +0.59% | |
| 46 | UPS | United Parcel Service-cl B | 股票-工业 | 0.56% | — | — | |
| 47 | WDAY | Workday Inc-class A | 股票-科技 | 0.55% | -0.38% | — | |
| 48 | ATEX | Anterix INC | 股票-其他 | 0.49% | +0.21% | — | |
| 49 | VO | Vanguard Mid-cap ETF | ETF-其他 | 0.48% | — | +2.32% | |
| 50 | SGOV | Ishares 0-3 Month Treasury B | ETF-政府公债 | 0.44% | +0.06% | +17.75% |
Q3 2026表现
+3.6%
近4个季度表现
+7.6%
基于可用的5个月历史数据
基于可获取价格的持仓（占申报价值的59%）计算
Jefferson Bridge Capital, LLC 在 2026-03-31 最显著的持仓异动： 清仓: Pinnacle Financial Partners, Inc. (PNW); 新建仓: Pinnacle Financial Partners (PNFP); 新建仓: Xylem INC (XYL); 清仓: Novo-nordisk A/s-spons Adr (NVO); 清仓: Aspen Aerogels INC (ASPN).
| 季度 | 申报日期 | 类型 | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-07 | 13F-HR | 在 EDGAR 上查看 |
| 2025-12-31 | 2026-01-21 | 13F-HR | 在 EDGAR 上查看 |
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