Jefferies Financial Group Inc.
NEW YORK NY · SEC CIK 0000096223
$151.98亿2026Q2 申报市值
1,621持仓数
30.6%前十大占比 · 第一大 7.6%
368 / 593新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
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IWM 加仓+$1.14亿
TMO 加仓+$6,941.56万
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2026Q2 卖出最多 按季末市值估算
AVGO 减仓-$1.23亿
ASH 清仓-$1.06亿
ADI 减仓-$8,418.53万
XRT 减仓-$8,159.82万
CAT 减仓-$7,785.59万
2026Q2 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| BKV | BKV CORP | $0 | 0.00% | 0 | -20,782 | -100.0% | -$59.27万 | 清仓 |
| U | UNITY SOFTWARE INC | $0 | 0.00% | 0 | -594,000 | -100.0% | -$59.20万 | 清仓 |
| NYT | NEW YORK TIMES CO MTN BE | $0 | 0.00% | 0 | -6,980 | -100.0% | -$58.44万 | 清仓 |
| — | AMICUS THERAPEUTIC | $0 | 0.00% | 0 | -40,300 | -100.0% | -$58.27万 | 清仓 |
| PAY | PAYMENTUS HOLDINGS INC | $0 | 0.00% | 0 | -22,882 | -100.0% | -$58.12万 | 清仓 |
| AAP | ADVANCE AUTO PARTS INC | $0 | 0.00% | 0 | -11,000 | -100.0% | -$58.02万 | 清仓 |
| TD | TORONTO DOMINION BK ONT | $0 | 0.00% | 0 | -6,200 | -100.0% | -$57.80万 | 清仓 |
| JBS | JBS N.V. | $0 | 0.00% | 0 | -32,000 | -100.0% | -$57.47万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -100,373 | -100.0% | -$57.21万 | 清仓 |
| S | SENTINELONE INC | $0 | 0.00% | 0 | -43,648 | -100.0% | -$56.22万 | 清仓 |
| ALNT | ALLIENT INC | $0 | 0.00% | 0 | -9,478 | -100.0% | -$56.01万 | 清仓 |
| VMI | VALMONT INDS INC | $0 | 0.00% | 0 | -1,400 | -100.0% | -$55.94万 | 清仓 |
| — | SKYWATER TECHNOLOGY INC | $0 | 0.00% | 0 | -20,352 | -100.0% | -$55.78万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -460,000 | -100.0% | -$55.40万 | 清仓 |
| EOS | EATON VANCE ENHANCED EQUITY | $0 | 0.00% | 0 | -26,913 | -100.0% | -$55.06万 | 清仓 |
| ROCK | GIBRALTAR INDS INC | $0 | 0.00% | 0 | -13,800 | -100.0% | -$55.02万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC 看涨期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$54.78万 | 清仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $0 | 0.00% | 0 | -1,704 | -100.0% | -$54.77万 | 清仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -1,400 | -100.0% | -$54.66万 | 清仓 |
| — | SEAGATE HDD CAYMAN | $0 | 0.00% | 0 | -115,000 | -100.0% | -$54.53万 | 清仓 |
| R | RYDER SYS INC | $0 | 0.00% | 0 | -2,661 | -100.0% | -$54.47万 | 清仓 |
| ZUMZ | ZUMIEZ INC | $0 | 0.00% | 0 | -24,300 | -100.0% | -$53.85万 | 清仓 |
| STOK | STOKE THERAPEUTICS INC | $0 | 0.00% | 0 | -16,300 | -100.0% | -$53.07万 | 清仓 |
| OLLI | OLLIES BARGAIN OUTLET HLDGS | $0 | 0.00% | 0 | -5,753 | -100.0% | -$52.95万 | 清仓 |
| SIL | GLOBAL X FDS | $0 | 0.00% | 0 | -5,874 | -100.0% | -$52.91万 | 清仓 |
| FUL | FULLER H B CO | $0 | 0.00% | 0 | -8,557 | -100.0% | -$52.78万 | 清仓 |
| ARX | ACCELERANT HOLDINGS | $0 | 0.00% | 0 | -39,178 | -100.0% | -$52.34万 | 清仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $0 | 0.00% | 0 | -3,164 | -100.0% | -$52.14万 | 清仓 |
| ORA | ORMAT TECHNOLOGIES INC | $0 | 0.00% | 0 | -4,644 | -100.0% | -$51.98万 | 清仓 |
| ENLT | ENLIGHT RENEWABLE ENERGY LTD | $0 | 0.00% | 0 | -7,767 | -100.0% | -$51.64万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -29,913 | -100.0% | -$51.51万 | 清仓 |
| HAS | HASBRO INC | $0 | 0.00% | 0 | -5,467 | -100.0% | -$51.17万 | 清仓 |
| MAS | MASCO CORP | $0 | 0.00% | 0 | -8,448 | -100.0% | -$51.00万 | 清仓 |
| FSK | FS KKR CAP CORP 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$50.90万 | 清仓 |
| AS | AMER SPORTS INC | $0 | 0.00% | 0 | -15,372 | -100.0% | -$50.60万 | 清仓 |
| BE | BLOOM ENERGY CORP | $0 | 0.00% | 0 | -77,000 | -100.0% | -$50.50万 | 清仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $0 | 0.00% | 0 | -9,233 | -100.0% | -$49.96万 | 清仓 |
| DDOG | DATADOG INC | $0 | 0.00% | 0 | -4,211 | -100.0% | -$49.71万 | 清仓 |
| IWP | ISHARES TR | $0 | 0.00% | 0 | -3,807 | -100.0% | -$48.78万 | 清仓 |
| CLX | CLOROX CO DEL | $0 | 0.00% | 0 | -4,671 | -100.0% | -$48.41万 | 清仓 |
| CLS | CELESTICA INC | $0 | 0.00% | 0 | -1,712 | -100.0% | -$48.22万 | 清仓 |
| HUN | HUNTSMAN CORP | $0 | 0.00% | 0 | -36,108 | -100.0% | -$48.06万 | 清仓 |
| WFRD | WEATHERFORD INTL PLC | $0 | 0.00% | 0 | -5,057 | -100.0% | -$47.83万 | 清仓 |
| UI | UBIQUITI INC | $0 | 0.00% | 0 | -598 | -100.0% | -$47.26万 | 清仓 |
| BUR | BURFORD CAPITAL LIMITED 看涨期权 | $0 | 0.00% | 0 | -104,000 | -100.0% | -$47.01万 | 清仓 |
| RGLD | ROYAL GOLD INC | $0 | 0.00% | 0 | -1,841 | -100.0% | -$46.85万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -18,320 | -100.0% | -$46.53万 | 清仓 |
| MMM | 3M CO 看涨期权 | $0 | 0.00% | 0 | -3,200 | -100.0% | -$46.47万 | 清仓 |
| XLC | SELECT SECTOR SPDR TR | $0 | 0.00% | 0 | -4,151 | -100.0% | -$46.02万 | 清仓 |
| MLI | MUELLER INDS INC | $0 | 0.00% | 0 | -4,143 | -100.0% | -$45.90万 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -15,576 | -100.0% | -$45.89万 | 清仓 |
| — | HOLOGIC INC 看涨期权 | $0 | 0.00% | 0 | -6,000 | -100.0% | -$45.35万 | 清仓 |
| URG | UR-ENERGY INC | $0 | 0.00% | 0 | -304,235 | -100.0% | -$45.33万 | 清仓 |
| GLUE | MONTE ROSA THERAPEUTICS INC | $0 | 0.00% | 0 | -27,506 | -100.0% | -$45.25万 | 清仓 |
| KMPR | KEMPER CORP | $0 | 0.00% | 0 | -14,603 | -100.0% | -$44.63万 | 清仓 |
| ACM | AECOM | $0 | 0.00% | 0 | -5,207 | -100.0% | -$44.17万 | 清仓 |
| LILAK | LIBERTY LATIN AMERICA LTD | $0 | 0.00% | 0 | -49,568 | -100.0% | -$43.72万 | 清仓 |
| FRSH | FRESHWORKS INC | $0 | 0.00% | 0 | -53,680 | -100.0% | -$43.10万 | 清仓 |
| HAL | HALLIBURTON CO 看涨期权 | $0 | 0.00% | 0 | -11,000 | -100.0% | -$42.89万 | 清仓 |
| BR | BROADRIDGE FINL SOLUTIONS IN | $0 | 0.00% | 0 | -2,614 | -100.0% | -$42.47万 | 清仓 |
| LUV | SOUTHWEST AIRLS CO | $0 | 0.00% | 0 | -11,200 | -100.0% | -$42.08万 | 清仓 |
| TAK | TAKEDA PHARMACEUTICAL CO LTD | $0 | 0.00% | 0 | -22,654 | -100.0% | -$41.96万 | 清仓 |
| HIW | HIGHWOODS PPTYS INC | $0 | 0.00% | 0 | -19,559 | -100.0% | -$41.88万 | 清仓 |
| WEN | WENDYS CO | $0 | 0.00% | 0 | -60,180 | -100.0% | -$41.83万 | 清仓 |
| AZTA | AZENTA INC | $0 | 0.00% | 0 | -19,580 | -100.0% | -$41.37万 | 清仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $0 | 0.00% | 0 | -67,880 | -100.0% | -$40.59万 | 清仓 |
| CLVT | CLARIVATE PLC | $0 | 0.00% | 0 | -160,008 | -100.0% | -$40.48万 | 清仓 |
| FLO | FLOWERS FOODS INC | $0 | 0.00% | 0 | -49,295 | -100.0% | -$40.18万 | 清仓 |
| CG | CARLYLE GROUP INC 看跌期权 | $0 | 0.00% | 0 | -8,300 | -100.0% | -$40.16万 | 清仓 |
| SYBT | STOCK YDS BANCORP INC | $0 | 0.00% | 0 | -5,961 | -100.0% | -$39.52万 | 清仓 |
| SAN | BANCO SANTANDER SA | $0 | 0.00% | 0 | -34,589 | -100.0% | -$39.02万 | 清仓 |
| CNA | CNA FINL CORP | $0 | 0.00% | 0 | -8,428 | -100.0% | -$38.70万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED 看涨期权 | $0 | 0.00% | 0 | -21,900 | -100.0% | -$38.59万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -23,889 | -100.0% | -$38.44万 | 清仓 |
| ALC | ALCON AG | $0 | 0.00% | 0 | -5,166 | -100.0% | -$38.25万 | 清仓 |
| FSK | FS KKR CAP CORP | $0 | 0.00% | 0 | -37,483 | -100.0% | -$38.16万 | 清仓 |
| DV | DOUBLEVERIFY HLDGS INC | $0 | 0.00% | 0 | -39,825 | -100.0% | -$37.83万 | 清仓 |
| H | HYATT HOTELS CORP | $0 | 0.00% | 0 | -2,584 | -100.0% | -$37.16万 | 清仓 |
| WTFC | WINTRUST FINL CORP | $0 | 0.00% | 0 | -2,655 | -100.0% | -$36.89万 | 清仓 |
| PRGO | PERRIGO CO PLC | $0 | 0.00% | 0 | -33,896 | -100.0% | -$36.40万 | 清仓 |
| CRVL | CORVEL CORP | $0 | 0.00% | 0 | -6,638 | -100.0% | -$36.28万 | 清仓 |
| KFY | KORN FERRY | $0 | 0.00% | 0 | -5,743 | -100.0% | -$36.15万 | 清仓 |
| BUSE | FIRST BUSEY CORP | $0 | 0.00% | 0 | -13,710 | -100.0% | -$34.65万 | 清仓 |
| LAUR | LAUREATE ED INC | $0 | 0.00% | 0 | -9,862 | -100.0% | -$34.36万 | 清仓 |
| BANF | BANCFIRST CORP | $0 | 0.00% | 0 | -3,099 | -100.0% | -$33.62万 | 清仓 |
| USFD | US FOODS HLDG CORP | $0 | 0.00% | 0 | -3,595 | -100.0% | -$33.15万 | 清仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -2,500 | -100.0% | -$32.94万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -8,653 | -100.0% | -$32.41万 | 清仓 |
| EVRG | EVERGY INC | $0 | 0.00% | 0 | -241,000 | -100.0% | -$32.30万 | 清仓 |
| BTU | PEABODY ENGR CORP 看涨期权 | $0 | 0.00% | 0 | -9,800 | -100.0% | -$32.29万 | 清仓 |
| UNG | UNITED STS NAT GAS FD LP 看涨期权 | $0 | 0.00% | 0 | -27,500 | -100.0% | -$32.26万 | 清仓 |
| TNL | TRAVEL PLUS LEISURE CO | $0 | 0.00% | 0 | -4,573 | -100.0% | -$31.64万 | 清仓 |
| EXPD | EXPEDITORS INTL WASH INC | $0 | 0.00% | 0 | -2,192 | -100.0% | -$31.40万 | 清仓 |
| TPC | TUTOR PERINI CORP | $0 | 0.00% | 0 | -4,025 | -100.0% | -$31.07万 | 清仓 |
| OFG | OFG BANCORP | $0 | 0.00% | 0 | -7,573 | -100.0% | -$30.64万 | 清仓 |
| ECG | EVERUS CONSTR GROUP | $0 | 0.00% | 0 | -2,593 | -100.0% | -$30.61万 | 清仓 |
| LSTR | LANDSTAR SYS INC | $0 | 0.00% | 0 | -1,896 | -100.0% | -$30.39万 | 清仓 |
| HBM | HUDBAY MINERALS INC | $0 | 0.00% | 0 | -14,520 | -100.0% | -$30.35万 | 清仓 |
| MANH | MANHATTAN ASSOCIATES INC | $0 | 0.00% | 0 | -2,279 | -100.0% | -$30.34万 | 清仓 |
| IMAX | IMAX CORP | $0 | 0.00% | 0 | -7,846 | -100.0% | -$29.82万 | 清仓 |