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
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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 |
|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |