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
SPY 加仓+$3.91亿
AAPL 加仓+$1.49亿
IWM 加仓+$1.14亿
TMO 加仓+$6,941.56万
TNGX 新建仓+$6,284.93万
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 |
|---|---|---|---|---|---|---|---|---|
| NTNX | NUTANIX INC | $0 | 0.00% | 0 | -289,000 | -100.0% | -$29.56万 | 清仓 |
| CECO | CECO ENVIRONMENTAL CORP | $0 | 0.00% | 0 | -4,944 | -100.0% | -$29.46万 | 清仓 |
| NE | NOBLE CORP PLC | $0 | 0.00% | 0 | -5,911 | -100.0% | -$29.01万 | 清仓 |
| MCY | MERCURY GENL CORP NEW | $0 | 0.00% | 0 | -3,241 | -100.0% | -$28.57万 | 清仓 |
| MLR | MILLER INDS INC TENN | $0 | 0.00% | 0 | -6,212 | -100.0% | -$28.30万 | 清仓 |
| — | CSG SYS INTL INC | $0 | 0.00% | 0 | -231,000 | -100.0% | -$28.13万 | 清仓 |
| RIO | RIO TINTO PLC | $0 | 0.00% | 0 | -3,000 | -100.0% | -$27.99万 | 清仓 |
| SHOO | MADDEN STEVEN LTD | $0 | 0.00% | 0 | -8,250 | -100.0% | -$27.98万 | 清仓 |
| — | JAZZ INVESTMENTS I LTD | $0 | 0.00% | 0 | -230,000 | -100.0% | -$27.91万 | 清仓 |
| KVYO | KLAVIYO INC | $0 | 0.00% | 0 | -14,305 | -100.0% | -$27.84万 | 清仓 |
| OBDC | BLUE OWL CAPITAL CORPORATION 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$27.65万 | 清仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $0 | 0.00% | 0 | -275,000 | -100.0% | -$27.57万 | 清仓 |
| SAIA | SAIA INC | $0 | 0.00% | 0 | -782 | -100.0% | -$27.47万 | 清仓 |
| WAB | WABTEC | $0 | 0.00% | 0 | -1,098 | -100.0% | -$27.44万 | 清仓 |
| OLN | OLIN CORP | $0 | 0.00% | 0 | -9,157 | -100.0% | -$27.22万 | 清仓 |
| CPRI | CAPRI HOLDINGS LIMITED | $0 | 0.00% | 0 | -15,280 | -100.0% | -$26.92万 | 清仓 |
| KNX | KNIGHT-SWIFT TRANSN HLDGS IN | $0 | 0.00% | 0 | -4,670 | -100.0% | -$26.89万 | 清仓 |
| NIC | NICOLET BANKSHARES INC | $0 | 0.00% | 0 | -1,799 | -100.0% | -$26.74万 | 清仓 |
| ON | ON SEMICONDUCTOR CORP | $0 | 0.00% | 0 | -207,000 | -100.0% | -$26.68万 | 清仓 |
| CNX | CNX RES CORP | $0 | 0.00% | 0 | -6,876 | -100.0% | -$26.51万 | 清仓 |
| TFII | TRANSFORCE INC | $0 | 0.00% | 0 | -2,386 | -100.0% | -$25.92万 | 清仓 |
| — | PROSHARES TR II 看跌期权 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$25.79万 | 清仓 |
| — | TWO HARBORS INVENTMENT CORPO 看涨期权 | $0 | 0.00% | 0 | -22,500 | -100.0% | -$25.70万 | 清仓 |
| — | QFIN HOLDINGS INC | $0 | 0.00% | 0 | -300,000 | -100.0% | -$25.69万 | 清仓 |
| LUNR | INTUITIVE MACHINES INC | $0 | 0.00% | 0 | -13,700 | -100.0% | -$25.43万 | 清仓 |
| PAAS | PAN AMERN SILVER CORP | $0 | 0.00% | 0 | -4,627 | -100.0% | -$25.28万 | 清仓 |
| LPTH | LIGHTPATH TECHNOLOGIES INC | $0 | 0.00% | 0 | -25,000 | -100.0% | -$25.07万 | 清仓 |
| MP | MP MATERIALS CORP | $0 | 0.00% | 0 | -5,172 | -100.0% | -$24.96万 | 清仓 |
| ESRT | EMPIRE ST RLTY TR INC | $0 | 0.00% | 0 | -47,914 | -100.0% | -$24.92万 | 清仓 |
| ATRO | ASTRONICS CORP | $0 | 0.00% | 0 | -3,712 | -100.0% | -$24.77万 | 清仓 |
| FNV | FRANCO NEV CORP | $0 | 0.00% | 0 | -1,000 | -100.0% | -$24.70万 | 清仓 |
| TPB | TURNING PT BRANDS INC | $0 | 0.00% | 0 | -2,821 | -100.0% | -$24.48万 | 清仓 |
| FBP | FIRST BANCORP CORPORATION | $0 | 0.00% | 0 | -11,429 | -100.0% | -$24.41万 | 清仓 |
| CCB | COASTAL FINL CORP WA | $0 | 0.00% | 0 | -3,201 | -100.0% | -$24.36万 | 清仓 |
| INVH | INVITATION HOMES INC | $0 | 0.00% | 0 | -9,782 | -100.0% | -$24.31万 | 清仓 |
| ESLT | ELBIT SYS LTD | $0 | 0.00% | 0 | -286 | -100.0% | -$24.28万 | 清仓 |
| RVMD | REVOLUTION MEDICINES INC | $0 | 0.00% | 0 | -2,490 | -100.0% | -$24.22万 | 清仓 |
| IREN | IREN LIMITED | $0 | 0.00% | 0 | -110,000 | -100.0% | -$24.20万 | 清仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $0 | 0.00% | 0 | -7,652 | -100.0% | -$24.13万 | 清仓 |
| FCNCA | FIRST CTZNS BANCSHARES INC D | $0 | 0.00% | 0 | -128 | -100.0% | -$24.12万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -2,060 | -100.0% | -$24.11万 | 清仓 |
| KNSA | KINIKSA PHARMACEUTICALS INTL | $0 | 0.00% | 0 | -5,000 | -100.0% | -$24.07万 | 清仓 |
| SKT | TANGER INC | $0 | 0.00% | 0 | -7,060 | -100.0% | -$23.99万 | 清仓 |
| JKS | JINKOSOLAR HLDG CO LTD | $0 | 0.00% | 0 | -9,403 | -100.0% | -$23.89万 | 清仓 |
| HPE | HEWLETT PACKARD ENTERPRISE C 看涨期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$23.81万 | 清仓 |
| BTSG | BRIGHTSPRING HEALTH SVCS INC | $0 | 0.00% | 0 | -5,581 | -100.0% | -$23.78万 | 清仓 |
| ABCB | AMERIS BANCORP | $0 | 0.00% | 0 | -3,041 | -100.0% | -$23.72万 | 清仓 |
| LMND | LEMONADE INC | $0 | 0.00% | 0 | -3,774 | -100.0% | -$23.66万 | 清仓 |
| DSGX | DESCARTES SYS GROUP INC | $0 | 0.00% | 0 | -3,305 | -100.0% | -$23.65万 | 清仓 |
| USLM | UNITED STS LIME & MINERALS I | $0 | 0.00% | 0 | -1,801 | -100.0% | -$23.52万 | 清仓 |
| KLAR | KLARNA GROUP PLC | $0 | 0.00% | 0 | -17,900 | -100.0% | -$23.43万 | 清仓 |
| OPEN | OPENDOOR TECHNOLOGIES INC | $0 | 0.00% | 0 | -50,000 | -100.0% | -$23.40万 | 清仓 |
| CACC | CREDIT ACCEP CORP MICH | $0 | 0.00% | 0 | -548 | -100.0% | -$23.21万 | 清仓 |
| CBRE | CBRE GROUP INC | $0 | 0.00% | 0 | -1,710 | -100.0% | -$23.16万 | 清仓 |
| OVV | OVINTIV INC | $0 | 0.00% | 0 | -3,900 | -100.0% | -$23.15万 | 清仓 |
| SNAP | SNAP INC 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$23.00万 | 清仓 |
| DFH | DREAM FINDERS HOMES INC | $0 | 0.00% | 0 | -16,234 | -100.0% | -$22.60万 | 清仓 |
| TEM | TEMPUS AI INC | $0 | 0.00% | 0 | -4,988 | -100.0% | -$22.56万 | 清仓 |
| WAL | WESTERN ALLIANCE BANCORP | $0 | 0.00% | 0 | -3,178 | -100.0% | -$22.52万 | 清仓 |
| NSIT | INSIGHT ENTERPRISES INC | $0 | 0.00% | 0 | -3,346 | -100.0% | -$22.42万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -10,560 | -100.0% | -$22.32万 | 清仓 |
| OLN | OLIN CORP 看跌期权 | $0 | 0.00% | 0 | -7,500 | -100.0% | -$22.30万 | 清仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $0 | 0.00% | 0 | -222,000 | -100.0% | -$22.27万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -211,000 | -100.0% | -$22.24万 | 清仓 |
| DAR | DARLING INGREDIENTS INC | $0 | 0.00% | 0 | -3,577 | -100.0% | -$22.12万 | 清仓 |
| WK | WORKIVA INC | $0 | 0.00% | 0 | -236,000 | -100.0% | -$22.09万 | 清仓 |
| UPBD | UPBOUND GROUP INC | $0 | 0.00% | 0 | -12,211 | -100.0% | -$22.04万 | 清仓 |
| INTA | INTAPP INC | $0 | 0.00% | 0 | -8,570 | -100.0% | -$22.02万 | 清仓 |
| EVTC | EVERTEC INC | $0 | 0.00% | 0 | -7,713 | -100.0% | -$21.77万 | 清仓 |
| YELP | YELP INC | $0 | 0.00% | 0 | -8,766 | -100.0% | -$21.69万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -6,364 | -100.0% | -$21.61万 | 清仓 |
| SMTC | SEMTECH CORP | $0 | 0.00% | 0 | -101,000 | -100.0% | -$21.32万 | 清仓 |
| AIOT | POWERFLEET INC | $0 | 0.00% | 0 | -69,039 | -100.0% | -$21.26万 | 清仓 |
| BILL | BILL HOLDINGS INC 看跌期权 | $0 | 0.00% | 0 | -5,500 | -100.0% | -$21.07万 | 清仓 |
| — | TOPBUILD COR | $0 | 0.00% | 0 | -599 | -100.0% | -$21.04万 | 清仓 |
| ENTG | ENTEGRIS INC | $0 | 0.00% | 0 | -1,789 | -100.0% | -$20.97万 | 清仓 |
| HMC | HONDA MOTOR CO LTD | $0 | 0.00% | 0 | -8,611 | -100.0% | -$20.93万 | 清仓 |
| BW | BABCOCK & WILCOX ENTERPRISES | $0 | 0.00% | 0 | -14,210 | -100.0% | -$20.87万 | 清仓 |
| GME | GAMESTOP CORP | $0 | 0.00% | 0 | -9,051 | -100.0% | -$20.85万 | 清仓 |
| RH | RH | $0 | 0.00% | 0 | -1,488 | -100.0% | -$20.81万 | 清仓 |
| KYTX | KYVERNA THERAPEUTICS INC | $0 | 0.00% | 0 | -23,920 | -100.0% | -$20.64万 | 清仓 |
| CHH | CHOICE HOTELS INTL INC | $0 | 0.00% | 0 | -1,990 | -100.0% | -$20.60万 | 清仓 |
| NGVC | NATURAL GROCERS BY VITAMIN | $0 | 0.00% | 0 | -7,912 | -100.0% | -$20.45万 | 清仓 |
| PRCH | PORCH GROUP INC 看涨期权 | $0 | 0.00% | 0 | -28,400 | -100.0% | -$20.36万 | 清仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $0 | 0.00% | 0 | -4,576 | -100.0% | -$20.34万 | 清仓 |
| LOPE | GRAND CANYON ED INC | $0 | 0.00% | 0 | -1,193 | -100.0% | -$20.28万 | 清仓 |
| LWLG | LIGHTWAVE LOGIC INC | $0 | 0.00% | 0 | -28,826 | -100.0% | -$20.26万 | 清仓 |
| STC | STEWART INFORMATION SVCS COR | $0 | 0.00% | 0 | -3,273 | -100.0% | -$20.16万 | 清仓 |
| ROIV | ROIVANT SCIENCES LTD | $0 | 0.00% | 0 | -7,266 | -100.0% | -$20.13万 | 清仓 |
| UWMC | UWM HOLDINGS CORPORATION | $0 | 0.00% | 0 | -55,502 | -100.0% | -$20.09万 | 清仓 |
| — | PERMA-PIPE INTL HLDGS INC | $0 | 0.00% | 0 | -6,720 | -100.0% | -$20.03万 | 清仓 |
| CAI | CARIS LIFE SCIENCES INC | $0 | 0.00% | 0 | -10,745 | -100.0% | -$19.21万 | 清仓 |
| OCUL | OCULAR THERAPEUTIX INC 看涨期权 | $0 | 0.00% | 0 | -22,100 | -100.0% | -$18.72万 | 清仓 |
| MUX | MCEWEN INC. | $0 | 0.00% | 0 | -90,000 | -100.0% | -$18.67万 | 清仓 |
| — | GATES INDL CORP PLC 看涨期权 | $0 | 0.00% | 0 | -8,000 | -100.0% | -$18.09万 | 清仓 |
| AMT | AMERICAN TOWER CORP 看跌期权 | $0 | 0.00% | 0 | -1,000 | -100.0% | -$17.26万 | 清仓 |
| SNAP | SNAP INC | $0 | 0.00% | 0 | -37,500 | -100.0% | -$17.25万 | 清仓 |
| — | PROSHARES TR II | $0 | 0.00% | 0 | -10,617 | -100.0% | -$17.11万 | 清仓 |
| FLYW | FLYWIRE CORPORATION | $0 | 0.00% | 0 | -14,538 | -100.0% | -$16.92万 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $0 | 0.00% | 0 | -25,752 | -100.0% | -$16.40万 | 清仓 |