JUPITER ASSET MANAGEMENT LTD
London X0 · SEC CIK 0001215838
$187.51亿2026Q1 申报市值
481持仓数
20.8%前十大占比 · 第一大 3.6%
154 / 78新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
MSFT 加仓+$3.97亿
GOOG 加仓+$3.08亿
AMZN 加仓+$2.44亿
AVGO 加仓+$2.11亿
CMCSA 新建仓+$1.85亿
2026Q1 卖出最多 按季末市值估算
C 减仓-$1.84亿
JNJ 减仓-$1.76亿
VICI 减仓-$1.21亿
FHN 清仓-$8,731.77万
UBER 清仓-$7,968.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| MSFT | MICROSOFT CORP | $6.77亿 | 3.61% | 1,857,842 | 1,088,191 | 141.4% | $3.97亿 | 加仓 |
| NVDA | NVIDIA CORPORATION | $6.32亿 | 3.37% | 3,667,042 | 675,956 | 22.6% | $1.16亿 | 加仓 |
| GOOG | ALPHABET INC | $4.77亿 | 2.54% | 1,726,777 | 1,116,271 | 182.8% | $3.08亿 | 加仓 |
| AMZN | AMAZON COM INC | $4.20亿 | 2.24% | 2,071,093 | 1,204,081 | 138.9% | $2.44亿 | 加仓 |
| AAPL | APPLE INC | $4.16亿 | 2.22% | 1,639,701 | 58,337 | 3.7% | $1,480.53万 | 加仓 |
| AVGO | BROADCOM INC | $3.97亿 | 2.12% | 1,319,593 | 702,607 | 113.9% | $2.11亿 | 加仓 |
| GOOGL | ALPHABET INC | $2.50亿 | 1.33% | 870,179 | 289,351 | 49.8% | $8,320.58万 | 加仓 |
| PSLV | SPROTT ASSET MANAGEMENT LP | $2.30亿 | 1.23% | 9,467,883 | 76,736 | 0.8% | $186.35万 | 加仓 |
| V | VISA INC | $2.13亿 | 1.13% | 713,071 | 466,273 | 188.9% | $1.39亿 | 加仓 |
| CRM | SALESFORCE INC | $1.91亿 | 1.02% | 1,025,168 | 940,809 | 1,115.2% | $1.76亿 | 加仓 |
| AG | FIRST MAJESTIC SILVER CORP | $1.87亿 | 1.00% | 8,721,883 | -671,197 | -7.1% | -$1,441.73万 | 减仓 |
| CMCSA | COMCAST CORP NEW | $1.85亿 | 0.99% | 6,444,511 | 6,444,511 | — | $1.85亿 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC | $1.82亿 | 0.97% | 1,623,406 | 1,124,313 | 225.3% | $1.26亿 | 加仓 |
| CME | CME GROUP INC | $1.75亿 | 0.93% | 593,525 | 506,967 | 585.7% | $1.49亿 | 加仓 |
| CEF | SPROTT ASSET MANAGEMENT LP | $1.69亿 | 0.90% | 3,548,060 | -56,189 | -1.6% | -$267.35万 | 减仓 |
| DG | DOLLAR GEN CORP | $1.61亿 | 0.86% | 1,353,322 | 970,686 | 253.7% | $1.15亿 | 加仓 |
| MA | MASTERCARD INCORPORATED | $1.60亿 | 0.86% | 326,288 | 223,339 | 216.9% | $1.10亿 | 加仓 |
| DHR | DANAHER CORP DEL | $1.53亿 | 0.82% | 830,160 | 572,247 | 221.9% | $1.05亿 | 加仓 |
| TXN | TEXAS INSTRS INC | $1.52亿 | 0.81% | 809,544 | 512,321 | 172.4% | $9,616.84万 | 加仓 |
| F | FORD MTR CO | $1.50亿 | 0.80% | 13,016,206 | 12,979,930 | 35,781.0% | $1.50亿 | 加仓 |
| PODD | INSULET CORP | $1.49亿 | 0.79% | 709,902 | 475,438 | 202.8% | $9,976.59万 | 加仓 |
| CDE | COEUR MNG INC | $1.47亿 | 0.78% | 7,829,327 | -707,927 | -8.3% | -$1,328.78万 | 减仓 |
| NTRS | NORTHERN TR CORP | $1.47亿 | 0.78% | 1,051,432 | 19,853 | 1.9% | $277.09万 | 加仓 |
| KO | COCA COLA CO | $1.46亿 | 0.78% | 1,932,167 | 1,932,167 | — | $1.46亿 | 新建仓 |
| DIS | DISNEY WALT CO | $1.45亿 | 0.77% | 1,502,598 | 454,816 | 43.4% | $4,383.52万 | 加仓 |
| LYFT | LYFT INC | $1.37亿 | 0.73% | 10,292,006 | 6,321,727 | 159.2% | $8,407.90万 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.35亿 | 0.72% | 2,464,866 | 292,935 | 13.5% | $1,600.30万 | 加仓 |
| ILMN | ILLUMINA INC | $1.34亿 | 0.72% | 1,087,790 | 816,436 | 300.9% | $1.01亿 | 加仓 |
| SPGI | S&P GLOBAL INC | $1.32亿 | 0.70% | 319,570 | 319,570 | — | $1.32亿 | 新建仓 |
| TW | TRADEWEB MKTS INC | $1.31亿 | 0.70% | 1,133,172 | 1,133,172 | — | $1.31亿 | 新建仓 |
| DLTR | DOLLAR TREE INC | $1.27亿 | 0.68% | 1,161,883 | 949,089 | 446.0% | $1.04亿 | 加仓 |
| MTCH | MATCH GROUP INC NEW | $1.26亿 | 0.67% | 4,101,913 | 130,330 | 3.3% | $400.24万 | 加仓 |
| CNL | COLLECTIVE MINING LTD | $1.24亿 | 0.66% | 7,096,929 | 994,083 | 16.3% | $1,740.21万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.24亿 | 0.66% | 796,744 | 796,744 | — | $1.24亿 | 新建仓 |
| BAC | BANK AMERICA CORP | $1.20亿 | 0.64% | 2,564,511 | 48,946 | 1.9% | $228.87万 | 加仓 |
| ZTS | ZOETIS INC | $1.20亿 | 0.64% | 1,037,050 | 641,007 | 161.9% | $7,391.01万 | 重新持有 |
| CHRW | C H ROBINSON WORLDWIDE IN | $1.19亿 | 0.64% | 718,534 | 526,515 | 274.2% | $8,743.83万 | 加仓 |
| SYK | STRYKER CORPORATION | $1.16亿 | 0.62% | 360,452 | 360,452 | — | $1.16亿 | 新建仓 |
| PHYS | SPROTT ASSET MANAGEMENT LP | $1.16亿 | 0.62% | 3,270,273 | -187,097 | -5.4% | -$661.67万 | 减仓 |
| ABBV | ABBVIE INC | $1.15亿 | 0.61% | 529,252 | -6,324 | -1.2% | -$137.54万 | 减仓 |
| AJG | GALLAGHER ARTHUR J & CO | $1.13亿 | 0.60% | 531,235 | 531,235 | — | $1.13亿 | 新建仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.11亿 | 0.59% | 234,020 | 234,020 | — | $1.11亿 | 新建仓 |
| SNPS | SYNOPSYS INC | $1.10亿 | 0.59% | 287,749 | 242,555 | 536.7% | $9,247.48万 | 加仓 |
| EXK | ENDEAVOUR SILVER CORP | $1.09亿 | 0.58% | 11,660,396 | 1,425,479 | 13.9% | $1,326.74万 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $1.08亿 | 0.58% | 321,100 | 32,824 | 11.4% | $1,108.93万 | 加仓 |
| HL | HECLA MINING COMPANY | $1.08亿 | 0.58% | 5,813,604 | 1,206,151 | 26.2% | $2,247.06万 | 加仓 |
| NFLX | NETFLIX INC. | $1.08亿 | 0.57% | 1,167,402 | 390,103 | 50.2% | $3,597.73万 | 加仓 |
| TJX | TJX COS INC NEW | $1.08亿 | 0.57% | 698,805 | 698,805 | — | $1.08亿 | 新建仓 |
| MRSH | MARSH & MCLENNAN COS INC | $1.07亿 | 0.57% | 622,465 | 622,465 | — | $1.07亿 | 新建仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $1.05亿 | 0.56% | 1,450,611 | 748,993 | 106.8% | $5,427.20万 | 加仓 |
| HALO | HALOZYME THERAPEUTICS INC | $1.04亿 | 0.55% | 1,608,256 | 38,697 | 2.5% | $250.10万 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $1.01亿 | 0.54% | 1,110,196 | 1,110,196 | — | $1.01亿 | 新建仓 |
| AGI | ALAMOS GOLD INC | $9,774.37万 | 0.52% | 2,204,011 | 387,076 | 21.3% | $1,716.61万 | 加仓 |
| SRE | SEMPRA | $9,731.45万 | 0.52% | 1,001,487 | 1,001,487 | — | $9,731.45万 | 新建仓 |
| APH | AMPHENOL CORP | $9,666.71万 | 0.52% | 786,882 | 786,882 | — | $9,666.71万 | 新建仓 |
| META | META PLATFORMS INC | $9,650.12万 | 0.51% | 168,670 | 1,508 | 0.9% | $86.28万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $9,613.01万 | 0.51% | 2,265,082 | 532,292 | 30.7% | $2,259.05万 | 加仓 |
| INTU | INTUIT | $9,374.91万 | 0.50% | 221,082 | 221,082 | — | $9,374.91万 | 新建仓 |
| AIG | AMERICAN INTL GROUP INC | $9,349.90万 | 0.50% | 1,242,511 | -262,091 | -17.4% | -$1,972.23万 | 减仓 |
| PTC | PTC INC | $9,340.22万 | 0.50% | 672,986 | 672,986 | — | $9,340.22万 | 新建仓 |
| ROP | ROPER TECHNOLOGIES INC | $9,331.08万 | 0.50% | 268,402 | 232,896 | 655.9% | $8,096.70万 | 加仓 |
| T | AT&T INC | $9,227.69万 | 0.49% | 3,183,060 | -328,412 | -9.4% | -$952.07万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $9,097.71万 | 0.49% | 1,812,292 | 1,807,100 | 34,805.5% | $9,071.64万 | 加仓 |
| IR | INGERSOLL RAND INC | $9,083.84万 | 0.48% | 1,193,664 | 1,193,664 | — | $9,083.84万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $8,829.47万 | 0.47% | 939,505 | 142,147 | 17.8% | $1,335.90万 | 加仓 |
| ALLY | ALLY FINL INC | $8,817.90万 | 0.47% | 2,247,745 | 2,122,653 | 1,696.9% | $8,327.17万 | 重新持有 |
| URI | UNITED RENTALS INC | $8,537.70万 | 0.46% | 117,186 | 117,186 | — | $8,537.70万 | 新建仓 |
| VLY | VALLEY NATL BANCORP | $8,455.42万 | 0.45% | 6,885,523 | 6,814,288 | 9,565.9% | $8,367.95万 | 加仓 |
| BCE | BCE INC | $8,382.65万 | 0.45% | 3,332,879 | 3,332,879 | — | $8,382.65万 | 新建仓 |
| VRSN | VERISIGN INC | $8,289.61万 | 0.44% | 333,774 | -79,672 | -19.3% | -$1,978.73万 | 减仓 |
| HDB | HDFC BANK LTD | $8,110.69万 | 0.43% | 3,403,134 | 3,189,247 | 1,491.1% | $7,600.94万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $8,099.63万 | 0.43% | 255,646 | 135,924 | 113.5% | $4,306.48万 | 加仓 |
| MCK | MCKESSON CORP | $8,004.32万 | 0.43% | 92,497 | -8,945 | -8.8% | -$774.06万 | 减仓 |
| VTRS | VIATRIS INC | $7,792.77万 | 0.42% | 5,768,153 | 1,858,849 | 47.5% | $2,511.30万 | 加仓 |
| ABT | ABBOTT LABORATORIES | $7,738.92万 | 0.41% | 766,433 | 764,340 | 36,518.9% | $7,717.78万 | 加仓 |
| NOW | SERVICENOW INC | $7,586.29万 | 0.40% | 730,568 | 518,313 | 244.2% | $5,382.21万 | 加仓 |
| MCD | MCDONALDS CORP | $7,579.19万 | 0.40% | 248,654 | 248,654 | — | $7,579.19万 | 新建仓 |
| ELAN | ELANCO ANIMAL HEALTH INC | $7,442.32万 | 0.40% | 3,110,039 | -523,755 | -14.4% | -$1,253.35万 | 减仓 |
| FTNT | FORTINET INC | $7,331.84万 | 0.39% | 938,549 | 938,549 | — | $7,331.84万 | 新建仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $7,270.15万 | 0.39% | 537,614 | 23,106 | 4.5% | $312.46万 | 加仓 |
| DE | DEERE & CO | $7,240.15万 | 0.39% | 131,803 | 131,803 | — | $7,240.15万 | 新建仓 |
| TSLA | TESLA INC | $7,171.69万 | 0.38% | 192,917 | -12,878 | -6.3% | -$478.74万 | 减仓 |
| AIZ | ASSURANT INC | $7,157.89万 | 0.38% | 328,630 | -20,731 | -5.9% | -$451.54万 | 减仓 |
| YOU | CLEAR SECURE INC | $6,908.43万 | 0.37% | 1,427,067 | 548,028 | 62.3% | $2,653.00万 | 加仓 |
| PFE | PFIZER INC | $6,861.76万 | 0.37% | 2,443,645 | 0 | 0.0% | — | 不变 |
| — | ORLA MNG LTD NEW | $6,808.17万 | 0.36% | 4,247,267 | 1,477,106 | 53.3% | $2,367.73万 | 加仓 |
| STT | STATE STR CORP | $6,680.34万 | 0.36% | 527,840 | 133,881 | 34.0% | $1,694.40万 | 加仓 |
| BZ | KANZHUN LIMITED | $6,617.07万 | 0.35% | 4,941,800 | 1,755,400 | 55.1% | $2,350.48万 | 加仓 |
| MELI | MERCADOLIBRE INC | $6,579.33万 | 0.35% | 41,109 | 33,220 | 421.1% | $5,316.73万 | 重新持有 |
| BA | BOEING CO | $6,544.23万 | 0.35% | 328,806 | 328,806 | — | $6,544.23万 | 新建仓 |
| UGI | UGI CORP NEW | $6,447.82万 | 0.34% | 1,770,406 | 0 | 0.0% | — | 不变 |
| LNC | LINCOLN NATL CORP IND | $6,378.18万 | 0.34% | 1,796,671 | 1,081,038 | 151.1% | $3,837.68万 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $6,355.68万 | 0.34% | 15,557 | 15,513 | 35,256.8% | $6,337.70万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $6,314.59万 | 0.34% | 2,673,409 | 2,645,077 | 9,336.0% | $6,247.67万 | 加仓 |
| EXC | EXELON CORP | $6,109.32万 | 0.33% | 1,246,292 | -74,779 | -5.7% | -$366.57万 | 减仓 |
| COST | COSTCO WHOLESALE CORPORATION | $6,103.93万 | 0.33% | 61,258 | 0 | 0.0% | — | 不变 |
| DEC | DIVERSIFIED ENERGY CO | $5,891.51万 | 0.31% | 3,168,559 | -35,918 | -1.1% | -$66.78万 | 减仓 |
| REXR | REXFORD INDL RLTY INC | $5,853.03万 | 0.31% | 1,788,277 | 1,788,277 | — | $5,853.03万 | 新建仓 |
| HUM | HUMANA INC | $5,835.34万 | 0.31% | 336,544 | 189,067 | 128.2% | $3,278.23万 | 加仓 |
| RNG | RINGCENTRAL INC | $5,698.85万 | 0.30% | 1,532,360 | 76,090 | 5.2% | $282.98万 | 加仓 |