Blue Jean Financial LLC 13F 持仓 · 2026年Q2
Blue Jean Financial 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 70 只证券，申报市值合计 1.44 亿美元。前几大持仓：XYZ（3.94%）、TSLA（3.65%）、FSLR（3.54%）。本季前 25 大持仓中：新建仓 19 只、增持 5 只、减持 1 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | XYZ | BLOCK INC | $5.7M | 3.94% | 74,436 | 新建仓 |
| 2 | TSLA | TESLA INC | $5.2M | 3.65% | 12,469 | 增持 |
| 3 | FSLR | FIRST SOLAR INC | $5.1M | 3.54% | 21,550 | 新建仓 |
| 4 | GLXY | GALAXY DIGITAL INC. | $3.8M | 2.65% | 139,471 | 新建仓 |
| 5 | NET | CLOUDFLARE INC | $3.8M | 2.64% | 15,475 | 新建仓 |
| 6 | UPST | UPSTART HLDGS INC | $3.7M | 2.54% | 103,049 | 新建仓 |
| 7 | CORZ | CORE SCIENTIFIC INC NEW | $3.5M | 2.42% | 135,999 | 新建仓 |
| 8 | CLS | CELESTICA INC | $3.4M | 2.39% | 9,404 | 新建仓 |
| 9 | ABNB | AIRBNB INC | $3.4M | 2.36% | 23,688 | 新建仓 |
| 10 | BWA | BORGWARNER INC | $3.4M | 2.33% | 50,508 | 新建仓 |
| 11 | SEI | SOLARIS ENERGY INFRAS INC | $3.2M | 2.24% | 39,981 | 新建仓 |
| 12 | RKLB | ROCKET LAB CORP | $3.2M | 2.22% | 31,357 | 新建仓 |
| 13 | VNLA | JANUS DETROIT STR TR | $2.9M | 2.01% | 59,184 | 增持 |
| 14 | STBF | TRUST FOR PROFESSIONAL MANAG | $2.9M | 2.00% | 113,106 | 增持 |
| 15 | FTAI | FTAI AVIATION LTD | $2.6M | 1.84% | 9,786 | 新建仓 |
| 16 | HBM | HUDBAY MINERALS INC | $2.6M | 1.84% | 111,723 | 新建仓 |
| 17 | IREN | IREN LIMITED | $2.5M | 1.74% | 54,520 | 新建仓 |
| 18 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.5M | 1.72% | 5,182 | 减持 |
| 19 | BMNR | BITMINE IMMERSION TECHS INC | $2.5M | 1.71% | 184,513 | 新建仓 |
| 20 | RKT | ROCKET COS INC | $2.5M | 1.71% | 155,999 | 增持 |
| 21 | RSP | INVESCO EXCHANGE TRADED FD T | $2.3M | 1.60% | 10,821 | 新建仓 |
| 22 | FLYW | FLYWIRE CORPORATION | $2.3M | 1.57% | 128,158 | 新建仓 |
| 23 | MP | MP MATERIALS CORP | $2.2M | 1.51% | 38,695 | 增持 |
| 24 | FCX | FREEPORT MCMORAN INC | $2.1M | 1.48% | 33,747 | 新建仓 |
| 25 | TGT | TARGET CORP | $2.1M | 1.45% | 15,995 | 新建仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR