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 |
|---|---|---|---|---|---|---|---|---|
| ADP | AUTOMATIC DATA PROCESSING IN | $3,495.32万 | 0.17% | 156,684 | -41,266 | -20.8% | -$920.56万 | 减仓 |
| PVH | PVH CORPORATION | $3,498.02万 | 0.17% | 471,051 | -68,103 | -12.6% | -$505.73万 | 减仓 |
| APA | APA CORPORATION | $3,498.93万 | 0.17% | 1,074,281 | 513,731 | 91.6% | $1,673.22万 | 加仓 |
| LLY | ELI LILLY & CO | $3,537.72万 | 0.18% | 29,495 | 6,977 | 31.0% | $836.84万 | 加仓 |
| OTEX | OPEN TEXT CORP | $3,539.82万 | 0.18% | 1,599,910 | 293,525 | 22.5% | $649.43万 | 加仓 |
| CNX | CNX RES CORP | $3,561.51万 | 0.18% | 1,049,664 | 184,756 | 21.4% | $626.88万 | 加仓 |
| ECL | ECOLAB INC | $3,625.13万 | 0.18% | 130,115 | -47,720 | -26.8% | -$1,329.53万 | 减仓 |
| GEV | GE VERNOVA INC | $3,662.04万 | 0.18% | 31,170 | -19,128 | -38.0% | -$2,247.27万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP | $3,664.48万 | 0.18% | 848,407 | 848,407 | — | $3,664.48万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $3,752.95万 | 0.19% | 2,150,685 | 918,731 | 74.6% | $1,603.19万 | 加仓 |
| VIPS | VIPSHOP HLDGS LTD | $3,903.48万 | 0.19% | 2,943,800 | 2,408,800 | 450.2% | $3,194.07万 | 加仓 |
| J | JACOBS SOLUTIONS INC | $3,922.28万 | 0.19% | 311,292 | 301,269 | 3,005.8% | $3,795.99万 | 重新持有 |
| ATI | ATI INC | $3,992.73万 | 0.20% | 202,574 | -139,103 | -40.7% | -$2,741.72万 | 减仓 |
| MRP | MILLROSE PPTYS INC | $3,996.71万 | 0.20% | 1,330,020 | 2,490 | 0.2% | $7.48万 | 加仓 |
| TBBK | BANCORP INC DEL | $4,050.21万 | 0.20% | 646,585 | -5,087 | -0.8% | -$31.86万 | 减仓 |
| FIVE | FIVE BELOW INC | $4,083.89万 | 0.20% | 227,148 | 227,148 | — | $4,083.89万 | 新建仓 |
| EBC | EASTERN BANKSHARES INC | $4,087.53万 | 0.20% | 1,837,919 | 1,784,667 | 3,351.4% | $3,969.10万 | 重新持有 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $4,100.29万 | 0.20% | 1,289,400 | 1,231,557 | 2,129.1% | $3,916.35万 | 加仓 |
| LHX | L3HARRIS TECHNOLOGIES INC | $4,100.43万 | 0.20% | 141,107 | 106,815 | 311.5% | $3,103.94万 | 加仓 |
| ADSK | AUTODESK INC | $4,247.86万 | 0.21% | 218,489 | 218,489 | — | $4,247.86万 | 新建仓 |
| PARR | PAR PAC HOLDINGS INC | $4,272.80万 | 0.21% | 761,912 | -24,590 | -3.1% | -$137.90万 | 减仓 |
| ECHO | ECHOSTAR CORP | $4,277.68万 | 0.21% | 421,446 | 418,432 | 13,882.9% | $4,247.08万 | 加仓 |
| DEC | DIVERSIFIED ENERGY CO | $4,294.99万 | 0.21% | 3,129,540 | -39,019 | -1.2% | -$53.55万 | 减仓 |
| USFD | US FOODS HLDG CORP | $4,317.49万 | 0.21% | 422,248 | 10,339 | 2.5% | $105.72万 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION | $4,334.78万 | 0.22% | 46,338 | -14,920 | -24.4% | -$1,395.72万 | 减仓 |
| SRE | SEMPRA | $4,357.42万 | 0.22% | 470,005 | -531,482 | -53.1% | -$4,927.37万 | 减仓 |
| FRSH | FRESHWORKS INC | $4,447.53万 | 0.22% | 4,394,797 | -585,706 | -11.8% | -$592.73万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP | $4,475.18万 | 0.22% | 485,009 | -454,496 | -48.4% | -$4,193.63万 | 减仓 |
| LITE | LUMENTUM HLDGS INC | $4,476.24万 | 0.22% | 52,167 | 52,167 | — | $4,476.24万 | 新建仓 |
| ALLY | ALLY FINL INC | $4,665.43万 | 0.23% | 1,015,328 | -1,232,417 | -54.8% | -$5,662.96万 | 减仓 |
| ORA | ORMAT TECHNOLOGIES INC | $4,668.24万 | 0.23% | 428,672 | 178,795 | 71.6% | $1,947.08万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO | $4,700.55万 | 0.23% | 136,517 | -39,893 | -22.6% | -$1,373.60万 | 减仓 |
| AME | AMETEK INC | $4,710.12万 | 0.23% | 200,148 | -8,094 | -3.9% | -$190.48万 | 减仓 |
| VRSN | VERISIGN INC | $4,715.92万 | 0.23% | 187,467 | -146,307 | -43.8% | -$3,680.50万 | 减仓 |
| TER | TERADYNE INC | $4,741.34万 | 0.24% | 97,994 | 97,994 | — | $4,741.34万 | 新建仓 |
| XRAY | DENTSPLY SIRONA INC | $4,769.34万 | 0.24% | 4,495,136 | 3,688,171 | 457.0% | $3,913.15万 | 加仓 |
| YETI | YETI HLDGS INC | $4,883.21万 | 0.24% | 985,312 | -222,611 | -18.4% | -$1,103.26万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $4,910.35万 | 0.24% | 76,878 | -65,922 | -46.2% | -$4,210.57万 | 减仓 |
| JKHY | HENRY JACK & ASSOC INC | $4,931.51万 | 0.24% | 358,030 | 17,397 | 5.1% | $239.63万 | 加仓 |
| ROST | ROSS STORES INC | $5,070.39万 | 0.25% | 238,214 | 238,214 | — | $5,070.39万 | 新建仓 |
| AYI | ACUITY INC | $5,127.21万 | 0.25% | 136,123 | 0 | 0.0% | — | 不变 |
| GXO | GXO LOGISTICS INCORPORATED | $5,154.40万 | 0.26% | 1,016,647 | 183,128 | 22.0% | $928.46万 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $5,185.69万 | 0.26% | 158,424 | 23,981 | 17.8% | $784.97万 | 加仓 |
| NEWP | NEW PAC METALS CORP | $5,321.77万 | 0.26% | 13,176,710 | 0 | 0.0% | — | 不变 |
| APH | AMPHENOL CORP | $5,334.16万 | 0.26% | 323,073 | -463,809 | -58.9% | -$7,657.81万 | 减仓 |
| LW | LAMB WESTON HLDGS INC | $5,373.48万 | 0.27% | 1,244,438 | 301,112 | 31.9% | $1,300.20万 | 加仓 |
| RNR | RENAISSANCERE HLDGS LTD | $5,497.23万 | 0.27% | 173,469 | 170,153 | 5,131.3% | $5,392.15万 | 加仓 |
| TMUS | T-MOBILE US INC | $5,593.64万 | 0.28% | 333,491 | 329,756 | 8,828.8% | $5,531.00万 | 加仓 |
| BZ | KANZHUN LIMITED | $5,649.67万 | 0.28% | 4,389,800 | -552,000 | -11.2% | -$710.42万 | 减仓 |
| PTCT | PTC THERAPEUTICS INC | $5,770.67万 | 0.29% | 707,450 | -4,007 | -0.6% | -$32.69万 | 减仓 |
| INCY | INCYTE CORP | $5,793.26万 | 0.29% | 511,050 | 28,408 | 5.9% | $322.03万 | 加仓 |
| RNG | RINGCENTRAL INC | $5,973.14万 | 0.30% | 1,532,360 | 0 | 0.0% | — | 不变 |
| ENS | ENERSYS | $6,028.16万 | 0.30% | 257,812 | 54,204 | 26.6% | $1,267.40万 | 加仓 |
| BDX | BECTON DICKINSON & CO | $6,056.26万 | 0.30% | 400,202 | 400,202 | — | $6,056.26万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP | $6,072.59万 | 0.30% | 1,314,699 | 1,149,682 | 696.7% | $5,310.38万 | 加仓 |
| YOU | CLEAR SECURE INC | $6,112.52万 | 0.30% | 1,096,810 | -330,257 | -23.1% | -$1,840.52万 | 减仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $6,113.24万 | 0.30% | 636,001 | -814,610 | -56.2% | -$7,830.03万 | 减仓 |
| MCD | MCDONALDS CORP | $6,248.18万 | 0.31% | 235,590 | -13,064 | -5.3% | -$346.48万 | 减仓 |
| PFE | PFIZER INC | $6,326.20万 | 0.31% | 2,627,160 | 183,515 | 7.5% | $441.90万 | 加仓 |
| TXT | TEXTRON INC | $6,440.25万 | 0.32% | 702,088 | 702,088 | — | $6,440.25万 | 新建仓 |
| HR | HEALTHCARE RLTY TR | $6,472.89万 | 0.32% | 3,209,167 | 0 | 0.0% | — | 不变 |
| MELI | MERCADOLIBRE INC | $6,542.89万 | 0.32% | 39,172 | -1,937 | -4.7% | -$323.54万 | 减仓 |
| LNC | LINCOLN NATL CORP IND | $6,609.51万 | 0.33% | 1,869,735 | 73,064 | 4.1% | $258.28万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $6,634.47万 | 0.33% | 719,148 | -47,285 | -6.2% | -$436.23万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $6,730.21万 | 0.33% | 372,031 | -16,894 | -4.3% | -$305.62万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $6,804.58万 | 0.34% | 2,031,217 | 242,940 | 13.6% | $813.85万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6,859.57万 | 0.34% | 158,299 | -66,632 | -29.6% | -$2,887.36万 | 减仓 |
| CIEN | CIENA CORP | $6,961.54万 | 0.35% | 141,910 | 125,327 | 755.8% | $6,148.04万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $7,382.39万 | 0.37% | 884,330 | 884,330 | — | $7,382.39万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,420.19万 | 0.37% | 559,930 | 22,316 | 4.2% | $295.73万 | 加仓 |
| PTC | PTC INC | $7,422.29万 | 0.37% | 656,143 | -16,843 | -2.5% | -$190.53万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7,587.56万 | 0.38% | 864,482 | 864,482 | — | $7,587.56万 | 新建仓 |
| TSLA | TESLA INC | $7,688.32万 | 0.38% | 182,794 | -10,123 | -5.2% | -$425.77万 | 减仓 |
| DE | DEERE & CO | $7,696.80万 | 0.38% | 123,737 | -8,066 | -6.1% | -$501.73万 | 减仓 |
| AEP | AMERICAN ELEC PWR CO INC | $7,808.73万 | 0.39% | 570,772 | 570,772 | — | $7,808.73万 | 新建仓 |
| REGN | REGENERON PHARMACEUTICALS | $7,862.78万 | 0.39% | 126,099 | 125,834 | 47,484.5% | $7,846.25万 | 加仓 |
| INTC | INTEL CORP | $8,176.79万 | 0.41% | 585,604 | 585,604 | — | $8,176.79万 | 新建仓 |
| PATH | UIPATH INC | $8,219.20万 | 0.41% | 7,561,364 | 5,251,946 | 227.4% | $5,708.87万 | 加仓 |
| NOW | SERVICENOW INC | $8,246.07万 | 0.41% | 831,668 | 101,100 | 13.8% | $1,002.42万 | 加仓 |
| HDB | HDFC BANK LTD | $8,279.13万 | 0.41% | 3,220,404 | -182,730 | -5.4% | -$469.77万 | 减仓 |
| EXK | ENDEAVOUR SILVER CORP | $8,299.02万 | 0.41% | 10,019,512 | -1,640,884 | -14.1% | -$1,359.12万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,590.65万 | 0.43% | 959,882 | -150,314 | -13.5% | -$1,345.26万 | 减仓 |
| VSAT | VIASAT INC | $8,602.99万 | 0.43% | 957,910 | 957,910 | — | $8,602.99万 | 新建仓 |
| CDE | COEUR MNG INC | $8,613.03万 | 0.43% | 5,277,595 | -2,551,732 | -32.6% | -$4,164.43万 | 减仓 |
| PEP | PEPSICO INC | $8,793.67万 | 0.44% | 649,459 | 649,459 | — | $8,793.67万 | 新建仓 |
| AIZ | ASSURANT INC | $8,794.68万 | 0.44% | 327,512 | -1,118 | -0.3% | -$30.02万 | 减仓 |
| IR | INGERSOLL RAND INC | $9,073.28万 | 0.45% | 1,129,840 | -63,824 | -5.3% | -$512.54万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9,119.85万 | 0.45% | 2,153,957 | 341,665 | 18.9% | $1,446.61万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,149.85万 | 0.45% | 750,414 | -46,330 | -5.8% | -$564.91万 | 减仓 |
| HL | HECLA MINING COMPANY | $9,365.79万 | 0.46% | 6,069,856 | 256,252 | 4.4% | $395.40万 | 加仓 |
| LYFT | LYFT INC | $9,697.35万 | 0.48% | 6,637,472 | -3,654,534 | -35.5% | -$5,339.27万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $9,732.24万 | 0.48% | 588,501 | -33,964 | -5.5% | -$561.67万 | 减仓 |
| TJX | TJX COS INC NEW | $9,843.23万 | 0.49% | 656,112 | -42,693 | -6.1% | -$640.50万 | 减仓 |
| FTNT | FORTINET INC | $9,945.48万 | 0.49% | 645,072 | -293,477 | -31.3% | -$4,524.72万 | 减仓 |
| VLY | VALLEY NATL BANCORP | $1.01亿 | 0.50% | 6,885,523 | 0 | 0.0% | — | 不变 |
| TD | TORONTO DOMINION BK ONT | $1.02亿 | 0.51% | 841,636 | 789,261 | 1,506.9% | $9,592.96万 | 加仓 |
| META | META PLATFORMS INC | $1.03亿 | 0.51% | 182,139 | 13,469 | 8.0% | $758.70万 | 加仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.04亿 | 0.52% | 3,426,260 | 155,987 | 4.8% | $472.56万 | 加仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $1.04亿 | 0.52% | 4,219,279 | 1,109,240 | 35.7% | $2,729.84万 | 加仓 |
| TW | TRADEWEB MKTS INC | $1.05亿 | 0.52% | 1,148,832 | 15,660 | 1.4% | $143.38万 | 加仓 |