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 |
|---|---|---|---|---|---|---|---|---|
| WMG | WARNER MUSIC GROUP CORP | $0 | 0.00% | 0 | -136,992 | -100.0% | -$349.88万 | 清仓 |
| OCFC | OCEANFIRST FINL CORP | $0 | 0.00% | 0 | -183,046 | -100.0% | -$330.21万 | 清仓 |
| CNO | CNO FINL GROUP INC | $0 | 0.00% | 0 | -75,184 | -100.0% | -$308.71万 | 清仓 |
| VICI | VICI PPTYS INC | $0 | 0.00% | 0 | -111,840 | -100.0% | -$305.55万 | 清仓 |
| HCI | HCI GROUP INC | $0 | 0.00% | 0 | -19,193 | -100.0% | -$296.74万 | 清仓 |
| GAP | GAP INC | $0 | 0.00% | 0 | -120,871 | -100.0% | -$292.51万 | 清仓 |
| SKYD | PARAMOUNT SKYDANCE CORP | $0 | 0.00% | 0 | -310,899 | -100.0% | -$280.43万 | 清仓 |
| PDD | PDD HOLDINGS INC | $0 | 0.00% | 0 | -26,973 | -100.0% | -$275.61万 | 清仓 |
| ENPH | ENPHASE ENERGY INC | $0 | 0.00% | 0 | -72,487 | -100.0% | -$274.07万 | 清仓 |
| SNOW | SNOWFLAKE INC | $0 | 0.00% | 0 | -17,878 | -100.0% | -$269.64万 | 清仓 |
| SAIC | SCIENCE APPLICATIONS INTL CO | $0 | 0.00% | 0 | -27,059 | -100.0% | -$256.84万 | 清仓 |
| PBI | PITNEY BOWES INC | $0 | 0.00% | 0 | -220,785 | -100.0% | -$243.97万 | 清仓 |
| NIC | NICOLET BANKSHARES INC | $0 | 0.00% | 0 | -16,080 | -100.0% | -$238.98万 | 清仓 |
| AVA | AVISTA CORP | $0 | 0.00% | 0 | -58,057 | -100.0% | -$233.04万 | 清仓 |
| FMC | FMC CORP | $0 | 0.00% | 0 | -124,582 | -100.0% | -$214.53万 | 清仓 |
| CCI | CROWN CASTLE INC | $0 | 0.00% | 0 | -25,451 | -100.0% | -$206.94万 | 清仓 |
| CVS | CVS HEALTH CORP | $0 | 0.00% | 0 | -28,647 | -100.0% | -$205.74万 | 清仓 |
| SDGR | SCHRODINGER INC | $0 | 0.00% | 0 | -171,688 | -100.0% | -$195.04万 | 清仓 |
| MLCO | MELCO RESORTS AND ENTMNT LTD | $0 | 0.00% | 0 | -320,600 | -100.0% | -$182.10万 | 清仓 |
| NHI | NATIONAL HEALTH INVS INC | $0 | 0.00% | 0 | -22,262 | -100.0% | -$180.01万 | 清仓 |
| TCOM | TRIP COM GROUP LTD | $0 | 0.00% | 0 | -30,185 | -100.0% | -$150.29万 | 清仓 |
| BKU | BANKUNITED INC | $0 | 0.00% | 0 | -32,668 | -100.0% | -$147.53万 | 清仓 |
| WERN | WERNER ENTERPRISES INC | $0 | 0.00% | 0 | -49,170 | -100.0% | -$144.61万 | 清仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | 0.00% | 0 | -29,635 | -100.0% | -$137.57万 | 清仓 |
| DINO | HF SINCLAIR CORP | $0 | 0.00% | 0 | -21,755 | -100.0% | -$135.73万 | 清仓 |
| SSRM | SSR MINING IN | $0 | 0.00% | 0 | -44,338 | -100.0% | -$129.82万 | 清仓 |
| LEVI | LEVI STRAUSS & CO NEW | $0 | 0.00% | 0 | -69,875 | -100.0% | -$129.20万 | 清仓 |
| BRBR | BELLRING BRANDS INC | $0 | 0.00% | 0 | -73,802 | -100.0% | -$118.75万 | 清仓 |
| SARO | STANDARDAERO INC | $0 | 0.00% | 0 | -45,909 | -100.0% | -$118.58万 | 清仓 |
| UBSI | UNITED BANKSHARES INC WEST V | $0 | 0.00% | 0 | -27,107 | -100.0% | -$112.28万 | 清仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $0 | 0.00% | 0 | -19,670 | -100.0% | -$102.56万 | 清仓 |
| — | ALIGHT INC | $0 | 0.00% | 0 | -1,606,897 | -100.0% | -$93.63万 | 清仓 |
| BOX | BOX INC | $0 | 0.00% | 0 | -36,764 | -100.0% | -$86.91万 | 清仓 |
| KOS | KOSMOS ENERGY LTD | $0 | 0.00% | 0 | -261,059 | -100.0% | -$72.57万 | 清仓 |
| TALO | TALOS ENERGY INC | $0 | 0.00% | 0 | -44,602 | -100.0% | -$70.29万 | 清仓 |
| FIS | FIDELITY NATL INFORMATION SV | $0 | 0.00% | 0 | -12,518 | -100.0% | -$58.72万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -31,696 | -100.0% | -$57.91万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -3,069 | -100.0% | -$55.99万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -14,755 | -100.0% | -$42.08万 | 清仓 |
| CTRE | CARETRUST REIT INC | $0 | 0.00% | 0 | -9,555 | -100.0% | -$35.02万 | 清仓 |
| PAHC | PHIBRO ANIMAL HEALTH CORP | $0 | 0.00% | 0 | -5,307 | -100.0% | -$29.35万 | 清仓 |
| SPT | SPROUT SOCIAL INC | $0 | 0.00% | 0 | -41,561 | -100.0% | -$23.69万 | 清仓 |
| EOG | EOG RES INC | $0 | 0.00% | 0 | -1,532 | -100.0% | -$22.15万 | 清仓 |
| EXTR | EXTREME NETWORKS INC | $0 | 0.00% | 0 | -10,784 | -100.0% | -$16.26万 | 清仓 |
| — | SES AI CORPORATION | $0 | 0.00% | 0 | -149,285 | -100.0% | -$14.36万 | 清仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $0 | 0.00% | 0 | -10,490 | -100.0% | -$6.76万 | 清仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $0 | 0.00% | 0 | -18,804 | -100.0% | -$5.23万 | 清仓 |