JUPITER ASSET MANAGEMENT LTD
London X0 · SEC CIK 0001215838
$201.51亿2026Q2 申报市值
537持仓数
22.4%前十大占比 · 第一大 4.0%
145 / 110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
GILD 加仓+$1.46亿
KR 加仓+$1.22亿
NFLX 加仓+$1.18亿
AVGO 加仓+$1.06亿
TD 加仓+$9,592.96万
2026Q2 卖出最多 按季末市值估算
F 减仓-$1.81亿
MSFT 减仓-$1.46亿
MU 减仓-$1.35亿
HALO 减仓-$1.18亿
AR 清仓-$9,613.01万
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 |
|---|---|---|---|---|---|---|---|---|
| NTCT | NETSCOUT SYS INC | $1,835.35万 | 0.09% | 421,435 | 0 | 0.0% | — | 不变 |
| AUPH | AURINIA PHARMACEUTICALS INC | $1,857.32万 | 0.09% | 1,094,475 | 291,056 | 36.2% | $493.92万 | 加仓 |
| PLD | PROLOGIS INC. | $1,860.87万 | 0.09% | 137,364 | 137,364 | — | $1,860.87万 | 新建仓 |
| WY | WEYERHAEUSER CO | $1,861.06万 | 0.09% | 777,385 | -415,633 | -34.8% | -$995.03万 | 减仓 |
| ACM | AECOM | $1,863.86万 | 0.09% | 267,028 | 258,616 | 3,074.4% | $1,805.14万 | 加仓 |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $1,886.59万 | 0.09% | 4,535,080 | 4,535,080 | — | $1,886.59万 | 新建仓 |
| WSBC | WESBANCO INC | $1,888.21万 | 0.09% | 483,785 | 394,542 | 442.1% | $1,539.90万 | 加仓 |
| WMT | WALMART INC | $1,917.00万 | 0.10% | 169,257 | 147,999 | 696.2% | $1,676.24万 | 加仓 |
| HSLV | HIGHLANDER SILVER CORP | $1,929.51万 | 0.10% | 4,110,340 | 0 | 0.0% | — | 不变 |
| GS | GOLDMAN SACHS GROUP INC | $1,953.97万 | 0.10% | 19,320 | -1,138 | -5.6% | -$115.09万 | 减仓 |
| L | LOEWS CORP | $1,981.51万 | 0.10% | 175,030 | 175,030 | — | $1,981.51万 | 新建仓 |
| SBH | SALLY BEAUTY HLDGS INC | $1,984.12万 | 0.10% | 1,403,200 | -3,732 | -0.3% | -$5.28万 | 减仓 |
| JOYY | JOYY INC | $2,000.15万 | 0.10% | 303,099 | 4,699 | 1.6% | $31.01万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO | $2,040.62万 | 0.10% | 523,773 | 114,480 | 28.0% | $446.01万 | 加仓 |
| NTST | NETSTREIT CORP | $2,066.90万 | 0.10% | 978,185 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $2,079.80万 | 0.10% | 439,239 | 439,239 | — | $2,079.80万 | 新建仓 |
| VCYT | VERACYTE INC | $2,088.46万 | 0.10% | 355,604 | 0 | 0.0% | — | 不变 |
| STN | STANTEC INC | $2,089.63万 | 0.10% | 303,073 | 23,635 | 8.5% | $162.96万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,090.01万 | 0.10% | 53,605 | 53,605 | — | $2,090.01万 | 新建仓 |
| TRMB | TRIMBLE INC | $2,103.43万 | 0.10% | 410,987 | 31,452 | 8.3% | $160.97万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,106.99万 | 0.10% | 15,242 | -3,308 | -17.8% | -$457.28万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $2,110.19万 | 0.10% | 2,384,400 | 44,655 | 1.9% | $39.52万 | 加仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,166.00万 | 0.11% | 100,000 | -43,787 | -30.5% | -$948.43万 | 减仓 |
| PLUG | PLUG PWR INC | $2,193.36万 | 0.11% | 8,093,562 | 4,038,001 | 99.6% | $1,094.30万 | 加仓 |
| ARCC | ARES CAPITAL CORP | $2,193.59万 | 0.11% | 1,204,285 | -528,231 | -30.5% | -$962.16万 | 减仓 |
| CHE | CHEMED CORP NEW | $2,257.77万 | 0.11% | 48,477 | -13,497 | -21.8% | -$628.61万 | 减仓 |
| ACI | ALBERTSONS COMPANIES INC | $2,265.04万 | 0.11% | 1,674,090 | 1,606,325 | 2,370.4% | $2,173.36万 | 加仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,270.87万 | 0.11% | 159,684 | 93,012 | 139.5% | $1,322.72万 | 加仓 |
| ATRO | ASTRONICS CORP | $2,280.74万 | 0.11% | 280,672 | -304 | -0.1% | -$2.47万 | 减仓 |
| CLH | CLEAN HARBORS INC | $2,281.64万 | 0.11% | 76,373 | -6,552 | -7.9% | -$195.74万 | 减仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,294.71万 | 0.11% | 146,197 | 0 | 0.0% | — | 不变 |
| BMI | BADGER METER INC | $2,297.19万 | 0.11% | 154,818 | 23,369 | 17.8% | $346.75万 | 加仓 |
| FE | FIRSTENERGY CORP | $2,306.97万 | 0.11% | 485,270 | -17,621 | -3.5% | -$83.77万 | 减仓 |
| ADT | ADT INC DEL | $2,319.32万 | 0.12% | 3,568,188 | -3,293,571 | -48.0% | -$2,140.82万 | 减仓 |
| FOXA | FOX CORP | $2,339.53万 | 0.12% | 448,529 | -65,533 | -12.7% | -$341.82万 | 减仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $2,375.28万 | 0.12% | 8,106,774 | 943,449 | 13.2% | $276.43万 | 加仓 |
| OC | OWENS CORNING NEW | $2,384.50万 | 0.12% | 150,006 | 6,227 | 4.3% | $98.98万 | 加仓 |
| BTE | BAYTEX ENERGY CORP | $2,389.67万 | 0.12% | 5,958,429 | 2,648,344 | 80.0% | $1,062.14万 | 加仓 |
| UAA | UNDER ARMOUR INC | $2,404.66万 | 0.12% | 3,763,156 | 0 | 0.0% | — | 不变 |
| CNXC | CONCENTRIX CORP | $2,416.26万 | 0.12% | 1,078,448 | 435,340 | 67.7% | $975.38万 | 加仓 |
| XYL | XYLEM INC | $2,439.39万 | 0.12% | 206,361 | 16,844 | 8.9% | $199.11万 | 加仓 |
| HE | HAWAIIAN ELEC INDS INC MTN B | $2,441.79万 | 0.12% | 1,804,720 | 1,606,702 | 811.4% | $2,173.87万 | 加仓 |
| TE | T1 ENERGY INC | $2,451.86万 | 0.12% | 2,586,348 | 2,586,348 | — | $2,451.86万 | 新建仓 |
| LFUS | LITTELFUSE INC | $2,467.66万 | 0.12% | 54,195 | -18,726 | -25.7% | -$852.65万 | 减仓 |
| VMI | VALMONT INDS INC | $2,485.24万 | 0.12% | 43,027 | -1,214 | -2.7% | -$70.12万 | 减仓 |
| TSN | TYSON FOODS INC | $2,497.75万 | 0.12% | 436,289 | 436,289 | — | $2,497.75万 | 新建仓 |
| APG | API GROUP CORP | $2,516.45万 | 0.12% | 594,203 | 254,339 | 74.8% | $1,077.13万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC | $2,535.74万 | 0.13% | 67,562 | -35,549 | -34.5% | -$1,334.23万 | 减仓 |
| NOV | NOV INC | $2,577.07万 | 0.13% | 1,389,258 | -565,854 | -28.9% | -$1,049.66万 | 减仓 |
| DV | DOUBLEVERIFY HLDGS INC | $2,592.98万 | 0.13% | 2,392,052 | 1,685,492 | 238.5% | $1,827.07万 | 加仓 |
| CAG | CONAGRA BRANDS INC | $2,594.85万 | 0.13% | 1,927,820 | 1,871,052 | 3,296.0% | $2,518.44万 | 加仓 |
| DBX | DROPBOX INC | $2,608.87万 | 0.13% | 949,716 | 735,056 | 342.4% | $2,019.20万 | 加仓 |
| MS | MORGAN STANLEY | $2,615.42万 | 0.13% | 125,116 | 36,703 | 41.5% | $767.24万 | 加仓 |
| TDOC | TELADOC HEALTH INC | $2,637.04万 | 0.13% | 3,109,714 | 0 | 0.0% | — | 不变 |
| ROL | ROLLINS INC | $2,639.27万 | 0.13% | 632,313 | -225,258 | -26.3% | -$940.23万 | 减仓 |
| HSY | HERSHEY CO | $2,640.22万 | 0.13% | 150,483 | 150,483 | — | $2,640.22万 | 新建仓 |
| FSLY | FASTLY INC | $2,642.88万 | 0.13% | 1,439,479 | 1,146,618 | 391.5% | $2,105.19万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $2,657.27万 | 0.13% | 201,951 | -67,855 | -25.1% | -$892.84万 | 减仓 |
| PEB | PEBBLEBROOK HOTEL TR | $2,663.77万 | 0.13% | 1,372,368 | 1,372,368 | — | $2,663.77万 | 新建仓 |
| KGC | KINROSS GOLD CORP | $2,671.65万 | 0.13% | 1,128,768 | -34,071 | -2.9% | -$80.64万 | 减仓 |
| RSG | REPUBLIC SVCS INC | $2,686.68万 | 0.13% | 126,088 | 0 | 0.0% | — | 不变 |
| DOCU | DOCUSIGN INC | $2,690.05万 | 0.13% | 605,595 | -198,797 | -24.7% | -$883.06万 | 减仓 |
| WTS | WATTS WATER TECHNOLOGIES INC | $2,737.88万 | 0.14% | 69,942 | -14,366 | -17.0% | -$562.36万 | 减仓 |
| EYE | NATIONAL VISION HLDGS INC | $2,777.58万 | 0.14% | 1,461,115 | 18,059 | 1.3% | $34.33万 | 加仓 |
| CALY | CALLAWAY GOLF CO | $2,815.88万 | 0.14% | 1,498,604 | 871,057 | 138.8% | $1,636.72万 | 加仓 |
| IQV | IQVIA HLDGS INC | $2,835.77万 | 0.14% | 146,764 | -13,857 | -8.6% | -$267.74万 | 减仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $2,890.45万 | 0.14% | 746,308 | 717,289 | 2,471.8% | $2,778.06万 | 加仓 |
| CLS | CELESTICA INC | $2,907.44万 | 0.14% | 79,749 | 1,293 | 1.6% | $47.14万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $2,918.66万 | 0.14% | 301,265 | 301,265 | — | $2,918.66万 | 新建仓 |
| YELP | YELP INC | $2,928.30万 | 0.15% | 1,194,248 | 17,780 | 1.5% | $43.60万 | 加仓 |
| AMPX | AMPRIUS TECHNOLOGIES INC | $2,956.89万 | 0.15% | 2,133,397 | 1,172,485 | 122.0% | $1,625.06万 | 重新持有 |
| LKQ | LKQ CORP | $2,990.50万 | 0.15% | 1,135,776 | 680,792 | 149.6% | $1,792.53万 | 加仓 |
| OUT | OUTFRONT MEDIA INC | $2,997.34万 | 0.15% | 914,938 | 914,938 | — | $2,997.34万 | 新建仓 |
| AVT | AVNET INC | $3,010.94万 | 0.15% | 338,994 | -36,231 | -9.7% | -$321.80万 | 减仓 |
| SR | SPIRE INC | $3,023.57万 | 0.15% | 387,190 | 0 | 0.0% | — | 不变 |
| PNC | PNC FINL SVCS GROUP INC | $3,058.50万 | 0.15% | 124,218 | -35,048 | -22.0% | -$862.95万 | 减仓 |
| MPT | MEDICAL PROPERTIES TRUST INC | $3,071.28万 | 0.15% | 6,647,786 | -42,786 | -0.6% | -$19.77万 | 减仓 |
| WCN | WASTE CONNECTIONS INC | $3,074.21万 | 0.15% | 184,427 | 28,177 | 18.0% | $469.68万 | 加仓 |
| EXC | EXELON CORP | $3,076.09万 | 0.15% | 659,823 | -586,469 | -47.1% | -$2,734.12万 | 减仓 |
| ZTS | ZOETIS INC | $3,085.35万 | 0.15% | 429,356 | -607,694 | -58.6% | -$4,366.89万 | 减仓 |
| VRT | VERTIV HOLDINGS CO | $3,097.49万 | 0.15% | 92,512 | 92,512 | — | $3,097.49万 | 新建仓 |
| VLTO | VERALTO CORP | $3,101.33万 | 0.15% | 349,722 | 56,552 | 19.3% | $501.50万 | 加仓 |
| TCBI | TEXAS CAP BANCSHARES INC | $3,122.22万 | 0.15% | 302,365 | 0 | 0.0% | — | 不变 |
| NTLA | INTELLIA THERAPEUTICS INC | $3,129.37万 | 0.16% | 1,849,507 | 68,444 | 3.8% | $115.81万 | 加仓 |
| VFC | V F CORP | $3,153.23万 | 0.16% | 1,890,426 | 1,890,426 | — | $3,153.23万 | 新建仓 |
| AMAT | APPLIED MATLS INC | $3,153.58万 | 0.16% | 43,618 | -87,669 | -66.8% | -$6,338.47万 | 减仓 |
| PL | PLANET LABS PBC | $3,156.78万 | 0.16% | 952,847 | 774,474 | 434.2% | $2,565.83万 | 重新持有 |
| ULTA | ULTA BEAUTY INC | $3,161.78万 | 0.16% | 70,109 | 15,024 | 27.3% | $677.55万 | 加仓 |
| EQX | EQUINOX GOLD CORP | $3,169.04万 | 0.16% | 3,253,312 | 3,152,478 | 3,126.4% | $3,070.82万 | 重新持有 |
| PECO | PHILLIPS EDISON & CO INC | $3,204.88万 | 0.16% | 770,034 | 770,034 | — | $3,204.88万 | 新建仓 |
| FHI | FEDERATED HERMES INC | $3,216.31万 | 0.16% | 582,453 | -4,253 | -0.7% | -$23.49万 | 减仓 |
| RCI | ROGERS COMMUNICATIONS INC | $3,217.30万 | 0.16% | 989,280 | 191,215 | 24.0% | $621.86万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $3,242.62万 | 0.16% | 625,627 | 607,754 | 3,400.4% | $3,149.99万 | 加仓 |
| MTD | METTLER TOLEDO INTERNATIONAL | $3,243.73万 | 0.16% | 25,391 | -9,183 | -26.6% | -$1,173.14万 | 减仓 |
| TNL | TRAVEL PLUS LEISURE CO | $3,259.96万 | 0.16% | 426,529 | -46,752 | -9.9% | -$357.33万 | 减仓 |
| MMS | MAXIMUS INC | $3,271.17万 | 0.16% | 608,476 | 124,055 | 25.6% | $666.92万 | 加仓 |
| NVST | ENVISTA HOLDINGS CORPORATION | $3,290.20万 | 0.16% | 1,248,652 | -133,220 | -9.6% | -$351.03万 | 减仓 |
| IDXX | IDEXX LABS INC | $3,382.27万 | 0.17% | 64,248 | 36,698 | 133.2% | $1,931.93万 | 加仓 |
| FDX | FEDEX CORP | $3,446.12万 | 0.17% | 110,054 | 103,621 | 1,610.8% | $3,244.68万 | 加仓 |
| BIIB | BIOGEN INC | $3,458.19万 | 0.17% | 160,057 | 152,916 | 2,141.4% | $3,303.90万 | 加仓 |