Jefferson Bridge Capital, LLC 13F 持仓 · 2026年Q2
Jefferson Bridge Capital 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 53 只证券，申报市值合计 1.15 亿美元。前几大持仓：SNEX（8.42%）、VUG（5.10%）、VTV（4.78%）。本季前 25 大持仓中：增持 4 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SNEX | STONEX GROUP INC | $9.7M | 8.42% | 81,970 | 减持 |
| 2 | VUG | VANGUARD INDEX FDS | $5.9M | 5.10% | 68,338 | 增持 |
| 3 | VTV | VANGUARD INDEX FDS | $5.5M | 4.78% | 25,337 | 减持 |
| 4 | AVGO | BROADCOM INC | $5.1M | 4.45% | 13,596 | 减持 |
| 5 | NHI | NATIONAL HEALTH INVS INC | $4.4M | 3.79% | 57,399 | 增持 |
| 6 | HCA | HCA HEALTHCARE INC | $4.1M | 3.57% | 10,580 | 增持 |
| 7 | DELL | DELL TECHNOLOGIES INC | $4.1M | 3.53% | 9,442 | 持平 |
| 8 | PNFP | PINNACLE FINL PARTNERS INC | $4.0M | 3.48% | 39,845 | 持平 |
| 9 | PANW | PALO ALTO NETWORKS INC | $3.7M | 3.24% | 10,965 | 减持 |
| 10 | AAPL | APPLE INC | $3.6M | 3.09% | 12,314 | 持平 |
| 11 | GOOG | ALPHABET INC | $3.4M | 2.99% | 9,760 | 持平 |
| 12 | VEA | VANGUARD TAX-MANAGED FDS | $3.2M | 2.79% | 45,256 | 减持 |
| 13 | BRKB | BERKSHIRE HATHAWAY INC DEL | $2.8M | 2.40% | 5,535 | 持平 |
| 14 | DUK | DUKE ENERGY CORP NEW | $2.7M | 2.31% | 21,090 | 持平 |
| 15 | XYL | XYLEM INC | $2.6M | 2.25% | 21,938 | 增持 |
| 16 | MRK | MERCK & CO INC | $2.5M | 2.17% | 19,470 | 持平 |
| 17 | MSFT | MICROSOFT CORP | $2.4M | 2.12% | 6,564 | 持平 |
| 18 | HROW | HARROW INC | $2.4M | 2.10% | 57,168 | 持平 |
| 19 | DAL | DELTA AIR LINES INC | $2.4M | 2.09% | 25,750 | 持平 |
| 20 | ORI | OLD REP INTL CORP | $2.4M | 2.07% | 58,350 | 持平 |
| 21 | CVX | CHEVRON CORPORATION | $2.3M | 1.97% | 13,732 | 持平 |
| 22 | JPM | JPMORGAN CHASE & CO | $2.2M | 1.92% | 6,785 | 持平 |
| 23 | CB | CHUBB LIMITED | $2.2M | 1.88% | 6,355 | 持平 |
| 24 | JNJ | JOHNSON & JOHNSON | $2.1M | 1.85% | 8,399 | 持平 |
| 25 | LLY | ELI LILLY & CO | $2.1M | 1.79% | 1,718 | 减持 |
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