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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $8.16亿 | 4.05% | 4,105,778 | 438,736 | 12.0% | $8,715.42万 | 加仓 |
| AVGO | BROADCOM INC | $6.00亿 | 2.98% | 1,601,391 | 281,798 | 21.4% | $1.06亿 | 加仓 |
| GOOG | ALPHABET INC | $5.96亿 | 2.96% | 1,699,969 | -26,808 | -1.6% | -$939.52万 | 减仓 |
| AAPL | APPLE INC | $5.43亿 | 2.70% | 1,877,668 | 237,967 | 14.5% | $6,885.81万 | 加仓 |
| MSFT | MICROSOFT CORP | $5.41亿 | 2.68% | 1,462,691 | -395,151 | -21.3% | -$1.46亿 | 减仓 |
| AMZN | AMAZON COM INC | $4.96亿 | 2.46% | 2,082,772 | 11,679 | 0.6% | $278.34万 | 加仓 |
| GOOGL | ALPHABET INC | $2.41亿 | 1.19% | 673,520 | -196,659 | -22.6% | -$7,028.00万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2.36亿 | 1.17% | 204,104 | -116,996 | -36.4% | -$1.35亿 | 减仓 |
| CMCSA | COMCAST CORP NEW | $2.25亿 | 1.11% | 9,148,894 | 2,704,383 | 42.0% | $6,639.26万 | 加仓 |
| V | VISA INC | $2.15亿 | 1.07% | 632,706 | -80,365 | -11.3% | -$2,734.05万 | 减仓 |
| DIS | DISNEY WALT CO | $2.12亿 | 1.05% | 2,199,577 | 696,979 | 46.4% | $6,708.42万 | 加仓 |
| NFLX | NETFLIX INC. | $2.03亿 | 1.01% | 2,806,929 | 1,639,527 | 140.4% | $1.18亿 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.97亿 | 0.98% | 685,377 | -124,167 | -15.3% | -$3,570.27万 | 减仓 |
| CRM | SALESFORCE INC | $1.91亿 | 0.95% | 1,217,138 | 191,970 | 18.7% | $3,007.40万 | 加仓 |
| A | AGILENT TECHNOLOGIES INC | $1.89亿 | 0.94% | 1,429,553 | -193,853 | -11.9% | -$2,559.79万 | 减仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $1.84亿 | 0.91% | 9,666,763 | 198,880 | 2.1% | $378.97万 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $1.74亿 | 0.86% | 10,228,905 | 1,507,022 | 17.3% | $2,556.22万 | 加仓 |
| GILD | GILEAD SCIENCES INC | $1.72亿 | 0.85% | 1,357,537 | 1,153,388 | 565.0% | $1.46亿 | 加仓 |
| BAC | BANK OF AMER CORP | $1.70亿 | 0.85% | 2,969,804 | 405,293 | 15.8% | $2,325.23万 | 加仓 |
| DHR | DANAHER CORP DEL | $1.67亿 | 0.83% | 873,581 | 43,421 | 5.2% | $830.31万 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.57亿 | 0.78% | 309,250 | -17,038 | -5.2% | -$864.73万 | 减仓 |
| PODD | INSULET CORP | $1.56亿 | 0.78% | 1,026,691 | 316,789 | 44.6% | $4,823.11万 | 加仓 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.55亿 | 0.77% | 822,335 | 103,801 | 14.4% | $1,954.99万 | 加仓 |
| KR | KROGER CO | $1.54亿 | 0.76% | 2,768,645 | 2,198,603 | 385.7% | $1.22亿 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $1.50亿 | 0.74% | 3,944,403 | -157,510 | -3.8% | -$599.33万 | 减仓 |
| ILMN | ILLUMINA INC | $1.48亿 | 0.73% | 840,681 | -247,109 | -22.7% | -$4,344.92万 | 减仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1.48亿 | 0.73% | 3,657,084 | 109,024 | 3.1% | $440.35万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $1.46亿 | 0.72% | 250,731 | 2,650 | 1.1% | $153.94万 | 加仓 |
| DG | DOLLAR GEN CORP | $1.36亿 | 0.68% | 1,182,965 | -170,357 | -12.6% | -$1,960.98万 | 减仓 |
| SNPS | SYNOPSYS INC | $1.36亿 | 0.67% | 306,065 | 18,316 | 6.4% | $812.93万 | 加仓 |
| ADBE | ADOBE INC | $1.33亿 | 0.66% | 648,891 | 418,354 | 181.5% | $8,577.09万 | 加仓 |
| KO | COCA COLA CO | $1.32亿 | 0.66% | 1,613,789 | -318,378 | -16.5% | -$2,608.87万 | 减仓 |
| DLTR | DOLLAR TREE INC | $1.32亿 | 0.66% | 1,091,278 | -70,605 | -6.1% | -$853.97万 | 减仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $1.30亿 | 0.65% | 1,158,351 | 749,395 | 183.2% | $8,417.20万 | 加仓 |
| AIG | AMERICAN INTL GROUP INC | $1.29亿 | 0.64% | 1,733,470 | 490,959 | 39.5% | $3,659.12万 | 加仓 |
| C | CITIGROUP INC | $1.29亿 | 0.64% | 921,083 | 559,014 | 154.4% | $7,823.96万 | 加仓 |
| ABBV | ABBVIE INC | $1.29亿 | 0.64% | 510,735 | -18,517 | -3.5% | -$465.96万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.26亿 | 0.63% | 559,087 | 27,852 | 5.2% | $627.42万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1.22亿 | 0.60% | 264,817 | 9,171 | 3.6% | $421.30万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.20亿 | 0.60% | 367,760 | 7,308 | 2.0% | $239.36万 | 加仓 |
| MCK | MCKESSON CORP | $1.20亿 | 0.60% | 159,126 | 66,629 | 72.0% | $5,034.49万 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.15亿 | 0.57% | 282,985 | -36,585 | -11.4% | -$1,482.95万 | 减仓 |
| CME | CME GROUP INC | $1.14亿 | 0.57% | 524,048 | -69,477 | -11.7% | -$1,511.62万 | 减仓 |
| CNL | COLLECTIVE MINING LTD | $1.14亿 | 0.56% | 9,250,000 | 2,153,071 | 30.3% | $2,648.18万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.10亿 | 0.55% | 218,925 | -15,095 | -6.5% | -$758.97万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP | $1.08亿 | 0.54% | 2,409,472 | -55,394 | -2.2% | -$248.11万 | 减仓 |
| NTRS | NORTHERN TR CORP | $1.07亿 | 0.53% | 614,410 | -437,022 | -41.6% | -$7,597.19万 | 减仓 |
| TW | TRADEWEB MKTS INC | $1.05亿 | 0.52% | 1,148,832 | 15,660 | 1.4% | $143.38万 | 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 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.04亿 | 0.52% | 3,426,260 | 155,987 | 4.8% | $472.56万 | 加仓 |
| META | META PLATFORMS INC | $1.03亿 | 0.51% | 182,139 | 13,469 | 8.0% | $758.70万 | 加仓 |
| TD | TORONTO DOMINION BK ONT | $1.02亿 | 0.51% | 841,636 | 789,261 | 1,506.9% | $9,592.96万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $1.01亿 | 0.50% | 6,885,523 | 0 | 0.0% | — | 不变 |
| FTNT | FORTINET INC | $9,945.48万 | 0.49% | 645,072 | -293,477 | -31.3% | -$4,524.72万 | 减仓 |
| TJX | TJX COS INC NEW | $9,843.23万 | 0.49% | 656,112 | -42,693 | -6.1% | -$640.50万 | 减仓 |
| MRSH | MARSH & MCLENNAN COS INC | $9,732.24万 | 0.48% | 588,501 | -33,964 | -5.5% | -$561.67万 | 减仓 |
| LYFT | LYFT INC | $9,697.35万 | 0.48% | 6,637,472 | -3,654,534 | -35.5% | -$5,339.27万 | 减仓 |
| HL | HECLA MINING COMPANY | $9,365.79万 | 0.46% | 6,069,856 | 256,252 | 4.4% | $395.40万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $9,149.85万 | 0.45% | 750,414 | -46,330 | -5.8% | -$564.91万 | 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 |
| IR | INGERSOLL RAND INC | $9,073.28万 | 0.45% | 1,129,840 | -63,824 | -5.3% | -$512.54万 | 减仓 |
| AIZ | ASSURANT INC | $8,794.68万 | 0.44% | 327,512 | -1,118 | -0.3% | -$30.02万 | 减仓 |
| PEP | PEPSICO INC | $8,793.67万 | 0.44% | 649,459 | 649,459 | — | $8,793.67万 | 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 |
| VSAT | VIASAT INC | $8,602.99万 | 0.43% | 957,910 | 957,910 | — | $8,602.99万 | 新建仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $8,590.65万 | 0.43% | 959,882 | -150,314 | -13.5% | -$1,345.26万 | 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 |
| HDB | HDFC BANK LTD | $8,279.13万 | 0.41% | 3,220,404 | -182,730 | -5.4% | -$469.77万 | 减仓 |
| NOW | SERVICENOW INC | $8,246.07万 | 0.41% | 831,668 | 101,100 | 13.8% | $1,002.42万 | 加仓 |
| PATH | UIPATH INC | $8,219.20万 | 0.41% | 7,561,364 | 5,251,946 | 227.4% | $5,708.87万 | 加仓 |
| INTC | INTEL CORP | $8,176.79万 | 0.41% | 585,604 | 585,604 | — | $8,176.79万 | 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 |
| AEP | AMERICAN ELEC PWR CO INC | $7,808.73万 | 0.39% | 570,772 | 570,772 | — | $7,808.73万 | 新建仓 |
| DE | DEERE & CO | $7,696.80万 | 0.38% | 123,737 | -8,066 | -6.1% | -$501.73万 | 减仓 |
| TSLA | TESLA INC | $7,688.32万 | 0.38% | 182,794 | -10,123 | -5.2% | -$425.77万 | 减仓 |
| NEE | NEXTERA ENERGY INC | $7,587.56万 | 0.38% | 864,482 | 864,482 | — | $7,587.56万 | 新建仓 |
| PTC | PTC INC | $7,422.29万 | 0.37% | 656,143 | -16,843 | -2.5% | -$190.53万 | 减仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,420.19万 | 0.37% | 559,930 | 22,316 | 4.2% | $295.73万 | 加仓 |
| VSXY | VICTORIAS SECRET AND CO | $7,382.39万 | 0.37% | 884,330 | 884,330 | — | $7,382.39万 | 新建仓 |
| CIEN | CIENA CORP | $6,961.54万 | 0.35% | 141,910 | 125,327 | 755.8% | $6,148.04万 | 加仓 |
| LRCX | LAM RESEARCH CORP | $6,859.57万 | 0.34% | 158,299 | -66,632 | -29.6% | -$2,887.36万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $6,804.58万 | 0.34% | 2,031,217 | 242,940 | 13.6% | $813.85万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,730.21万 | 0.33% | 372,031 | -16,894 | -4.3% | -$305.62万 | 减仓 |
| ABT | ABBOTT LABORATORIES | $6,634.47万 | 0.33% | 719,148 | -47,285 | -6.2% | -$436.23万 | 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 |
| MELI | MERCADOLIBRE INC | $6,542.89万 | 0.32% | 39,172 | -1,937 | -4.7% | -$323.54万 | 减仓 |
| HR | HEALTHCARE RLTY TR | $6,472.89万 | 0.32% | 3,209,167 | 0 | 0.0% | — | 不变 |
| TXT | TEXTRON INC | $6,440.25万 | 0.32% | 702,088 | 702,088 | — | $6,440.25万 | 新建仓 |
| PFE | PFIZER INC | $6,326.20万 | 0.31% | 2,627,160 | 183,515 | 7.5% | $441.90万 | 加仓 |
| MCD | MCDONALDS CORP | $6,248.18万 | 0.31% | 235,590 | -13,064 | -5.3% | -$346.48万 | 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 |
| YOU | CLEAR SECURE INC | $6,112.52万 | 0.30% | 1,096,810 | -330,257 | -23.1% | -$1,840.52万 | 减仓 |
| 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 |
| BDX | BECTON DICKINSON & CO | $6,056.26万 | 0.30% | 400,202 | 400,202 | — | $6,056.26万 | 新建仓 |
| ENS | ENERSYS | $6,028.16万 | 0.30% | 257,812 | 54,204 | 26.6% | $1,267.40万 | 加仓 |
| RNG | RINGCENTRAL INC | $5,973.14万 | 0.30% | 1,532,360 | 0 | 0.0% | — | 不变 |
| INCY | INCYTE CORP | $5,793.26万 | 0.29% | 511,050 | 28,408 | 5.9% | $322.03万 | 加仓 |
| PTCT | PTC THERAPEUTICS INC | $5,770.67万 | 0.29% | 707,450 | -4,007 | -0.6% | -$32.69万 | 减仓 |
| BZ | KANZHUN LIMITED | $5,649.67万 | 0.28% | 4,389,800 | -552,000 | -11.2% | -$710.42万 | 减仓 |
| TMUS | T-MOBILE US INC | $5,593.64万 | 0.28% | 333,491 | 329,756 | 8,828.8% | $5,531.00万 | 加仓 |