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 |
|---|---|---|---|---|---|---|---|---|
| APG | API GROUP CORP | $2,516.45万 | 0.12% | 594,203 | 254,339 | 74.8% | $1,077.13万 | 加仓 |
| TSN | TYSON FOODS INC | $2,497.75万 | 0.12% | 436,289 | 436,289 | — | $2,497.75万 | 新建仓 |
| VMI | VALMONT INDS INC | $2,485.24万 | 0.12% | 43,027 | -1,214 | -2.7% | -$70.12万 | 减仓 |
| LFUS | LITTELFUSE INC | $2,467.66万 | 0.12% | 54,195 | -18,726 | -25.7% | -$852.65万 | 减仓 |
| TE | T1 ENERGY INC | $2,451.86万 | 0.12% | 2,586,348 | 2,586,348 | — | $2,451.86万 | 新建仓 |
| 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 |
| XYL | XYLEM INC | $2,439.39万 | 0.12% | 206,361 | 16,844 | 8.9% | $199.11万 | 加仓 |
| CNXC | CONCENTRIX CORP | $2,416.26万 | 0.12% | 1,078,448 | 435,340 | 67.7% | $975.38万 | 加仓 |
| UAA | UNDER ARMOUR INC | $2,404.66万 | 0.12% | 3,763,156 | 0 | 0.0% | — | 不变 |
| BTE | BAYTEX ENERGY CORP | $2,389.67万 | 0.12% | 5,958,429 | 2,648,344 | 80.0% | $1,062.14万 | 加仓 |
| OC | OWENS CORNING NEW | $2,384.50万 | 0.12% | 150,006 | 6,227 | 4.3% | $98.98万 | 加仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC | $2,375.28万 | 0.12% | 8,106,774 | 943,449 | 13.2% | $276.43万 | 加仓 |
| FOXA | FOX CORP | $2,339.53万 | 0.12% | 448,529 | -65,533 | -12.7% | -$341.82万 | 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 |
| FE | FIRSTENERGY CORP | $2,306.97万 | 0.11% | 485,270 | -17,621 | -3.5% | -$83.77万 | 减仓 |
| BMI | BADGER METER INC | $2,297.19万 | 0.11% | 154,818 | 23,369 | 17.8% | $346.75万 | 加仓 |
| WMS | ADVANCED DRAIN SYS INC DEL | $2,294.71万 | 0.11% | 146,197 | 0 | 0.0% | — | 不变 |
| CLH | CLEAN HARBORS INC | $2,281.64万 | 0.11% | 76,373 | -6,552 | -7.9% | -$195.74万 | 减仓 |
| ATRO | ASTRONICS CORP | $2,280.74万 | 0.11% | 280,672 | -304 | -0.1% | -$2.47万 | 减仓 |
| CHTR | CHARTER COMMUNICATIONS INC | $2,270.87万 | 0.11% | 159,684 | 93,012 | 139.5% | $1,322.72万 | 加仓 |
| 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 |
| CHE | CHEMED CORP NEW | $2,257.77万 | 0.11% | 48,477 | -13,497 | -21.8% | -$628.61万 | 减仓 |
| ARCC | ARES CAPITAL CORP | $2,193.59万 | 0.11% | 1,204,285 | -528,231 | -30.5% | -$962.16万 | 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 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $2,166.00万 | 0.11% | 100,000 | -43,787 | -30.5% | -$948.43万 | 减仓 |
| DXC | DXC TECHNOLOGY CO | $2,110.19万 | 0.10% | 2,384,400 | 44,655 | 1.9% | $39.52万 | 加仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,106.99万 | 0.10% | 15,242 | -3,308 | -17.8% | -$457.28万 | 减仓 |
| TRMB | TRIMBLE INC | $2,103.43万 | 0.10% | 410,987 | 31,452 | 8.3% | $160.97万 | 加仓 |
| HCA | HCA HEALTHCARE INC | $2,090.01万 | 0.10% | 53,605 | 53,605 | — | $2,090.01万 | 新建仓 |
| STN | STANTEC INC | $2,089.63万 | 0.10% | 303,073 | 23,635 | 8.5% | $162.96万 | 加仓 |
| VCYT | VERACYTE INC | $2,088.46万 | 0.10% | 355,604 | 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 |
| NTST | NETSTREIT CORP | $2,066.90万 | 0.10% | 978,185 | 0 | 0.0% | — | 不变 |
| TAP | MOLSON COORS BEVERAGE CO | $2,040.62万 | 0.10% | 523,773 | 114,480 | 28.0% | $446.01万 | 加仓 |
| JOYY | JOYY INC | $2,000.15万 | 0.10% | 303,099 | 4,699 | 1.6% | $31.01万 | 加仓 |
| SBH | SALLY BEAUTY HLDGS INC | $1,984.12万 | 0.10% | 1,403,200 | -3,732 | -0.3% | -$5.28万 | 减仓 |
| L | LOEWS CORP | $1,981.51万 | 0.10% | 175,030 | 175,030 | — | $1,981.51万 | 新建仓 |
| GS | GOLDMAN SACHS GROUP INC | $1,953.97万 | 0.10% | 19,320 | -1,138 | -5.6% | -$115.09万 | 减仓 |
| HSLV | HIGHLANDER SILVER CORP | $1,929.51万 | 0.10% | 4,110,340 | 0 | 0.0% | — | 不变 |
| WMT | WALMART INC | $1,917.00万 | 0.10% | 169,257 | 147,999 | 696.2% | $1,676.24万 | 加仓 |
| WSBC | WESBANCO INC | $1,888.21万 | 0.09% | 483,785 | 394,542 | 442.1% | $1,539.90万 | 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 |
| ACM | AECOM | $1,863.86万 | 0.09% | 267,028 | 258,616 | 3,074.4% | $1,805.14万 | 加仓 |
| WY | WEYERHAEUSER CO | $1,861.06万 | 0.09% | 777,385 | -415,633 | -34.8% | -$995.03万 | 减仓 |
| PLD | PROLOGIS INC. | $1,860.87万 | 0.09% | 137,364 | 137,364 | — | $1,860.87万 | 新建仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $1,857.32万 | 0.09% | 1,094,475 | 291,056 | 36.2% | $493.92万 | 加仓 |
| NTCT | NETSCOUT SYS INC | $1,835.35万 | 0.09% | 421,435 | 0 | 0.0% | — | 不变 |
| FSLR | FIRST SOLAR INC | $1,820.97万 | 0.09% | 77,173 | -182,850 | -70.3% | -$4,314.53万 | 减仓 |
| VTR | VENTAS INC | $1,798.62万 | 0.09% | 202,547 | 202,547 | — | $1,798.62万 | 新建仓 |
| UGI | UGI CORP NEW | $1,740.90万 | 0.09% | 504,023 | -1,266,383 | -71.5% | -$4,374.09万 | 减仓 |
| SGML | SIGMA LITHIUM CORPORATION | $1,721.03万 | 0.09% | 1,360,500 | 1,360,500 | — | $1,721.03万 | 新建仓 |
| TTC | TORO CO | $1,654.93万 | 0.08% | 169,876 | 169,876 | — | $1,654.93万 | 新建仓 |
| FERG | FERGUSON ENTERPRISES INC | $1,643.27万 | 0.08% | 69,240 | 9,129 | 15.2% | $216.66万 | 加仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $1,642.87万 | 0.08% | 1,642,874 | 446,503 | 37.3% | $446.50万 | 加仓 |
| BE | BLOOM ENERGY CORP | $1,637.33万 | 0.08% | 54,091 | -65,788 | -54.9% | -$1,991.40万 | 重新持有 |
| YMM | FULL TRUCK ALLIANCE CO LTD | $1,628.38万 | 0.08% | 2,005,400 | 2,005,400 | — | $1,628.38万 | 新建仓 |
| PGNY | PROGYNY INC | $1,599.71万 | 0.08% | 554,877 | -93,448 | -14.4% | -$269.41万 | 减仓 |
| JNJ | JOHNSON & JOHNSON | $1,552.06万 | 0.08% | 61,648 | -12,557 | -16.9% | -$316.14万 | 减仓 |
| PRLB | PROTO LABS INC | $1,536.78万 | 0.08% | 188,539 | -6,293 | -3.2% | -$51.29万 | 减仓 |
| BEAM | BEAM THERAPEUTICS INC | $1,529.70万 | 0.08% | 445,718 | 421,658 | 1,752.5% | $1,447.13万 | 加仓 |
| NYT | NEW YORK TIMES CO MTN BE | $1,506.42万 | 0.07% | 215,264 | 149,443 | 227.0% | $1,045.80万 | 加仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $1,505.97万 | 0.07% | 197,117 | 10,171 | 5.4% | $77.71万 | 加仓 |
| FNB | F N B CORP | $1,496.72万 | 0.07% | 784,447 | 784,447 | — | $1,496.72万 | 新建仓 |
| AGI | ALAMOS GOLD INC | $1,493.41万 | 0.07% | 492,739 | -1,711,272 | -77.6% | -$5,186.59万 | 减仓 |
| FLNC | FLUENCE ENERGY INC | $1,489.67万 | 0.07% | 749,331 | 99,734 | 15.4% | $198.27万 | 加仓 |
| HII | HUNTINGTON INGALLS INDS INC | $1,447.03万 | 0.07% | 51,700 | 2,120 | 4.3% | $59.34万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $1,446.53万 | 0.07% | 28,908 | -20,071 | -41.0% | -$1,004.33万 | 减仓 |
| WWW | WOLVERINE WORLD WIDE INC | $1,442.88万 | 0.07% | 872,888 | -93,036 | -9.6% | -$153.79万 | 减仓 |
| MDB | MONGODB INC | $1,359.22万 | 0.07% | 40,465 | 40,465 | — | $1,359.22万 | 新建仓 |
| DRH | DIAMONDROCK HOSPITALITY CO | $1,351.23万 | 0.07% | 1,109,388 | 0 | 0.0% | — | 不变 |
| RLAY | RELAY THERAPEUTICS INC | $1,346.33万 | 0.07% | 719,576 | 719,576 | — | $1,346.33万 | 新建仓 |
| YUMC | YUM CHINA HLDGS INC | $1,341.24万 | 0.07% | 329,100 | -234,300 | -41.6% | -$954.88万 | 减仓 |
| NWSA | NEWS CORP NEW | $1,339.77万 | 0.07% | 539,578 | 539,578 | — | $1,339.77万 | 新建仓 |
| CFG | CITIZENS FINL GROUP INC | $1,330.57万 | 0.07% | 189,891 | -78,857 | -29.3% | -$552.55万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $1,325.73万 | 0.07% | 78,039 | 40,806 | 109.6% | $693.21万 | 加仓 |
| UPWK | UPWORK INC | $1,320.01万 | 0.07% | 1,578,957 | 150,657 | 10.5% | $125.95万 | 加仓 |
| TRIP | TRIPADVISOR INC | $1,311.16万 | 0.07% | 956,356 | -22,375 | -2.3% | -$30.68万 | 减仓 |
| NXT | NEXTPOWER INC | $1,304.02万 | 0.06% | 109,453 | 35,695 | 48.4% | $425.27万 | 加仓 |
| TILE | INTERFACE INC | $1,290.76万 | 0.06% | 360,145 | 0 | 0.0% | — | 不变 |
| OKTA | OKTA INC | $1,271.99万 | 0.06% | 93,220 | -237,762 | -71.8% | -$3,244.26万 | 减仓 |
| — | NAVIENT CORPORATION | $1,258.74万 | 0.06% | 1,479,131 | 299,731 | 25.4% | $255.07万 | 加仓 |
| SSMR | SUNSHINE SILVER MNG & REFNG | $1,255.90万 | 0.06% | 950,000 | 950,000 | — | $1,255.90万 | 新建仓 |
| AZTA | AZENTA INC | $1,210.11万 | 0.06% | 474,181 | 322,389 | 212.4% | $822.74万 | 加仓 |
| BALL | BALL CORP | $1,208.84万 | 0.06% | 193,724 | 193,724 | — | $1,208.84万 | 新建仓 |
| GPRE | GREEN PLAINS INC | $1,198.62万 | 0.06% | 779,335 | 779,335 | — | $1,198.62万 | 新建仓 |
| AQN | ALGONQUIN POWER & UTILITIES | $1,187.21万 | 0.06% | 2,019,617 | 0 | 0.0% | — | 不变 |
| ACAD | ACADIA PHARMACEUTICALS INC | $1,159.92万 | 0.06% | 458,466 | -32,627 | -6.6% | -$82.55万 | 减仓 |
| CGAU | CENTERRA GOLD INC | $1,117.93万 | 0.06% | 705,228 | 369,902 | 110.3% | $586.37万 | 加仓 |
| HSIC | SCHEIN HENRY INC | $1,117.09万 | 0.06% | 133,751 | 133,751 | — | $1,117.09万 | 新建仓 |
| OSK | OSHKOSH CORP | $1,114.92万 | 0.06% | 72,643 | 5,055 | 7.5% | $77.58万 | 加仓 |
| FSM | FORTUNA MNG CORP | $1,104.75万 | 0.05% | 1,307,221 | 598,261 | 84.4% | $505.60万 | 加仓 |
| BL | BLACKLINE INC | $1,093.03万 | 0.05% | 389,394 | -1,393 | -0.4% | -$3.91万 | 减仓 |
| BTG | B2GOLD CORP | $1,083.43万 | 0.05% | 2,889,304 | 974,659 | 50.9% | $365.48万 | 加仓 |
| NWN | NORTHWEST NAT HLDG CO | $1,054.54万 | 0.05% | 214,950 | 26,560 | 14.1% | $130.30万 | 加仓 |
| GOLD | GOLD COM INC | $1,044.77万 | 0.05% | 251,086 | 251,086 | — | $1,044.77万 | 新建仓 |
| CSCO | CISCO SYS INC | $1,037.61万 | 0.05% | 88,219 | -26,810 | -23.3% | -$315.33万 | 减仓 |
| SONO | SONOS INC | $1,032.93万 | 0.05% | 763,434 | 753,334 | 7,458.8% | $1,019.26万 | 重新持有 |
| NVAX | NOVAVAX INC | $1,008.16万 | 0.05% | 1,070,232 | 924,112 | 632.4% | $870.51万 | 重新持有 |
| MIDD | MIDDLEBY CORP | $1,007.46万 | 0.05% | 58,570 | -11,371 | -16.3% | -$195.59万 | 减仓 |
| ENR | ENERGIZER HLDGS INC | $985.26万 | 0.05% | 459,544 | 290,117 | 171.2% | $622.01万 | 加仓 |