JANUS HENDERSON GROUP PLC
LONDON X0 · SEC CIK 0001274173
$2,094.38亿2026Q1 申报市值
2,407持仓数
29.8%前十大占比 · 第一大 6.9%
83 / 87新建仓 / 清仓
26Q1
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
AZN 新建仓+$23.20亿
GEV 加仓+$12.87亿
META 加仓+$4.45亿
PLTR 加仓+$4.27亿
STX 加仓+$3.69亿
2026Q1 卖出最多 按季末市值估算
MSFT 减仓-$10.77亿
ASND 清仓-$8.66亿
DAYFORCE INC 清仓-$5.76亿
APP 减仓-$5.65亿
AVIDITY BIOSCIEN 清仓-$5.01亿
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 |
|---|---|---|---|---|---|---|---|---|
| JEF | JEFFERIES FINANCIAL GROUP IN | $276.60万 | 0.00% | 67,014 | 0 | 0.0% | — | 不变 |
| G | GENPACT LIMITED | $276.94万 | 0.00% | 74,335 | 0 | 0.0% | — | 不变 |
| — | LIBERTY BROADBAND CORP | $277.95万 | 0.00% | 55,296 | 4,600 | 9.1% | $23.12万 | 加仓 |
| RGTI | RIGETTI COMPUTING INC | $280.86万 | 0.00% | 199,987 | 13,666 | 7.3% | $19.19万 | 加仓 |
| HXL | HEXCEL CORP NEW | $281.44万 | 0.00% | 34,757 | 0 | 0.0% | — | 不变 |
| LEA | LEAR CORP | $281.52万 | 0.00% | 23,263 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $281.71万 | 0.00% | 16,038 | 320 | 2.0% | $5.62万 | 加仓 |
| PAYC | PAYCOM SOFTWARE INC | $281.95万 | 0.00% | 23,200 | 19,110 | 467.2% | $232.24万 | 加仓 |
| COHR | COHERENT CORP | $282.39万 | 0.00% | 11,860 | -57,016 | -82.8% | -$1,357.58万 | 减仓 |
| MSA | MSA SAFETY INC | $282.73万 | 0.00% | 17,257 | 1,600 | 10.2% | $26.21万 | 加仓 |
| — | JANUS HENDERSON GROUP PLC | $282.78万 | 0.00% | 55,020 | 0 | 0.0% | — | 不变 |
| ORA | ORMAT TECHNOLOGIES INC | $283.69万 | 0.00% | 25,333 | 0 | 0.0% | — | 不变 |
| FE | FIRSTENERGY CORP | $283.72万 | 0.00% | 55,978 | 21,403 | 61.9% | $108.48万 | 加仓 |
| UDR | UDR INC | $284.41万 | 0.00% | 84,170 | -53,216 | -38.7% | -$179.82万 | 减仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $286.38万 | 0.00% | 33,376 | 1,235 | 3.8% | $10.60万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $286.63万 | 0.00% | 83,919 | -85,737 | -50.5% | -$292.84万 | 减仓 |
| RGEN | REPLIGEN CORP | $286.65万 | 0.00% | 24,316 | 0 | 0.0% | — | 不变 |
| CART | MAPLEBEAR INC | $286.79万 | 0.00% | 76,568 | -2,736 | -3.5% | -$10.25万 | 减仓 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $287.44万 | 0.00% | 4 | 0 | 0.0% | — | 不变 |
| PI | IMPINJ INC | $287.75万 | 0.00% | 28,014 | 8,023 | 40.1% | $82.41万 | 加仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $287.83万 | 0.00% | 2,937,670 | 1,887,317 | 179.7% | $184.92万 | 加仓 |
| NI | NISOURCE INC | $289.48万 | 0.00% | 62,033 | 15,237 | 32.6% | $71.10万 | 加仓 |
| TKR | TIMKEN CO | $291.00万 | 0.00% | 28,919 | 0 | 0.0% | — | 不变 |
| VOYA | VOYA FINANCIAL INC | $291.43万 | 0.00% | 42,657 | 0 | 0.0% | — | 不变 |
| SLAB | SILICON LABORATORIES INC | $294.04万 | 0.00% | 14,122 | 0 | 0.0% | — | 不变 |
| RIG | TRANSOCEAN LTD | $294.79万 | 0.00% | 444,630 | 22,453 | 5.3% | $14.89万 | 加仓 |
| COMP | COMPASS INC | $294.92万 | 0.00% | 403,635 | 77,886 | 23.9% | $56.91万 | 加仓 |
| LBTYK | LIBERTY GLOBAL LTD | $295.35万 | 0.00% | 251,900 | 188,800 | 299.2% | $221.37万 | 加仓 |
| JBTM | JBT MAREL CORPORATION | $297.72万 | 0.00% | 23,275 | 0 | 0.0% | — | 不变 |
| BROS | DUTCH BROS INC | $298.67万 | 0.00% | 58,916 | 4,638 | 8.5% | $23.51万 | 加仓 |
| TEX | TEREX CORP NEW | $299.52万 | 0.00% | 50,651 | 21,051 | 71.1% | $124.49万 | 加仓 |
| NTAP | NETAPP INC | $300.00万 | 0.00% | 29,300 | -1,153 | -3.8% | -$11.81万 | 减仓 |
| DG | DOLLAR GEN CORP | $300.57万 | 0.00% | 25,320 | 10,455 | 70.3% | $124.11万 | 加仓 |
| REG | REGENCY CTRS CORP | $300.83万 | 0.00% | 39,762 | 18,589 | 87.8% | $140.64万 | 加仓 |
| BEN | FRANKLIN RESOURCES INC | $301.96万 | 0.00% | 127,813 | -12,527 | -8.9% | -$29.60万 | 减仓 |
| VRSK | VERISK ANALYTICS INC | $302.56万 | 0.00% | 15,949 | -872 | -5.2% | -$16.54万 | 减仓 |
| ANF | ABERCROMBIE & FITCH CO | $303.35万 | 0.00% | 33,186 | -109,862 | -76.8% | -$1,004.22万 | 减仓 |
| CBSH | COMMERCE BANCSHARES INC | $303.80万 | 0.00% | 61,742 | 4,800 | 8.4% | $23.62万 | 加仓 |
| PB | PROSPERITY BANCSHARES INC | $303.81万 | 0.00% | 45,220 | 3,700 | 8.9% | $24.86万 | 加仓 |
| AWK | AMERICAN WTR WKS CO INC NEW | $305.03万 | 0.00% | 22,423 | -158,138 | -87.6% | -$2,151.23万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $305.15万 | 0.00% | 5,840 | -72 | -1.2% | -$3.76万 | 减仓 |
| MP | MP MATERIALS CORP | $305.65万 | 0.00% | 63,341 | 63 | 0.1% | $3,040 | 加仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $306.02万 | 0.00% | 18,579 | 0 | 0.0% | — | 不变 |
| MOH | MOLINA HEALTHCARE INC | $306.53万 | 0.00% | 23,000 | -2,926 | -11.3% | -$39.00万 | 减仓 |
| WFRD | WEATHERFORD INTL PLC | $306.73万 | 0.00% | 32,412 | -963 | -2.9% | -$9.11万 | 减仓 |
| U | UNITY SOFTWARE INC | $306.89万 | 0.00% | 139,782 | 0 | 0.0% | — | 不变 |
| TSCO | TRACTOR SUPPLY CO | $308.03万 | 0.00% | 67,990 | -3,156 | -4.4% | -$14.30万 | 减仓 |
| NOV | NOV INC | $308.31万 | 0.00% | 163,778 | 0 | 0.0% | — | 不变 |
| PHM | PULTE GROUP INC | $309.45万 | 0.00% | 26,297 | -1,027 | -3.8% | -$12.09万 | 减仓 |
| BAM | BROOKFIELD ASSET MANAGMT LTD | $309.63万 | 0.00% | 69,793 | -3,355 | -4.6% | -$14.88万 | 减仓 |
| RBLX | ROBLOX CORP | $310.35万 | 0.00% | 54,827 | -17,493 | -24.2% | -$99.02万 | 减仓 |
| HCI | HCI GROUP INC | $310.35万 | 0.00% | 20,071 | -36,003 | -64.2% | -$556.71万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $310.84万 | 0.00% | 172,683 | 158,883 | 1,151.3% | $286.00万 | 加仓 |
| TSN | TYSON FOODS INC | $311.22万 | 0.00% | 48,577 | 25,117 | 107.1% | $160.92万 | 加仓 |
| RJF | RAYMOND JAMES FINL INC | $311.52万 | 0.00% | 21,522 | -1,254 | -5.5% | -$18.15万 | 减仓 |
| NTRS | NORTHERN TR CORP | $312.05万 | 0.00% | 22,366 | -1,131 | -4.8% | -$15.78万 | 减仓 |
| POOL | POOL CORP | $313.73万 | 0.00% | 15,505 | -74 | -0.5% | -$1.50万 | 减仓 |
| PL | PLANET LABS PBC | $315.33万 | 0.00% | 112,838 | 0 | 0.0% | — | 不变 |
| TW | TRADEWEB MKTS INC | $316.49万 | 0.00% | 26,891 | 8,585 | 46.9% | $101.04万 | 加仓 |
| CLS | CELESTICA INC | $316.77万 | 0.00% | 11,300 | -94,059 | -89.3% | -$2,636.74万 | 减仓 |
| IESC | IES HOLDINGS INC | $317.26万 | 0.00% | 6,658 | -18,791 | -73.8% | -$895.42万 | 减仓 |
| SSD | SIMPSON MFG INC | $318.41万 | 0.00% | 18,566 | 271 | 1.5% | $4.65万 | 加仓 |
| MSTR | STRATEGY INC | $319.01万 | 0.00% | 25,542 | -1,274 | -4.8% | -$15.91万 | 减仓 |
| MTCH | MATCH GROUP INC NEW | $319.94万 | 0.00% | 104,163 | -1,757 | -1.7% | -$5.40万 | 减仓 |
| ESE | ESCO TECHNOLOGIES INC | $321.85万 | 0.00% | 11,392 | 0 | 0.0% | — | 不变 |
| AXSM | AXSOME THERAPEUTICS INC. | $321.93万 | 0.00% | 19,052 | 3,948 | 26.1% | $66.71万 | 加仓 |
| SUI | SUN CMNTYS INC | $323.58万 | 0.00% | 25,696 | -2,598 | -9.2% | -$32.72万 | 减仓 |
| CE | CELANESE CORP DEL | $324.48万 | 0.00% | 49,309 | 0 | 0.0% | — | 不变 |
| CAVA | CAVA GROUP INC | $325.52万 | 0.00% | 40,200 | 0 | 0.0% | — | 不变 |
| OUST | OUSTER INC | $326.83万 | 0.00% | 177,895 | 155,825 | 706.0% | $286.28万 | 加仓 |
| SFM | SPROUTS FMRS MKT INC | $327.24万 | 0.00% | 42,419 | 0 | 0.0% | — | 不变 |
| MTDR | MATADOR RES CO | $329.31万 | 0.00% | 52,102 | 0 | 0.0% | — | 不变 |
| FLR | FLUOR CORP | $329.32万 | 0.00% | 70,602 | 0 | 0.0% | — | 不变 |
| GERN | GERON CORP | $330.39万 | 0.00% | 2,218,196 | 1,978,839 | 826.7% | $294.74万 | 加仓 |
| DOW | DOW HLDGS INC | $330.79万 | 0.00% | 79,411 | -4,247 | -5.1% | -$17.69万 | 减仓 |
| AOS | SMITH A O CORP | $330.88万 | 0.00% | 50,179 | -258 | -0.5% | -$1.70万 | 减仓 |
| ARW | ARROW ELECTRS INC | $331.31万 | 0.00% | 23,092 | -39,356 | -63.0% | -$564.66万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC | $331.68万 | 0.00% | 55,313 | -2,567 | -4.4% | -$15.39万 | 减仓 |
| EPAM | EPAM SYS INC | $332.05万 | 0.00% | 24,541 | -137 | -0.6% | -$1.85万 | 减仓 |
| KNSL | KINSALE CAP GROUP INC | $332.57万 | 0.00% | 9,734 | -559 | -5.4% | -$19.10万 | 减仓 |
| BUSE | FIRST BUSEY CORP | $332.89万 | 0.00% | 131,739 | -880,670 | -87.0% | -$2,225.34万 | 减仓 |
| INGR | INGREDION INC | $332.93万 | 0.00% | 29,562 | 1,468 | 5.2% | $16.53万 | 加仓 |
| CHD | CHURCH & DWIGHT CO INC | $333.62万 | 0.00% | 35,737 | 11,561 | 47.8% | $107.93万 | 加仓 |
| REXR | REXFORD INDL RLTY INC | $334.07万 | 0.00% | 102,083 | 0 | 0.0% | — | 不变 |
| CRUS | CIRRUS LOGIC INC | $335.59万 | 0.00% | 23,206 | 0 | 0.0% | — | 不变 |
| GIS | GENERAL MILLS INC | $335.60万 | 0.00% | 90,129 | 33,238 | 58.4% | $123.76万 | 加仓 |
| INVH | INVITATION HOMES INC | $335.68万 | 0.00% | 135,057 | -10,871 | -7.4% | -$27.02万 | 减仓 |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $336.73万 | 0.00% | 72,556 | 55,908 | 335.8% | $259.47万 | 加仓 |
| VIAV | VIAVI SOLUTIONS INC | $336.99万 | 0.00% | 101,306 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED | $337.28万 | 0.00% | 922,797 | 307,399 | 50.0% | $112.35万 | 加仓 |
| CTSH | COGNIZANT TECHNOLOGY SOLUTIO | $337.34万 | 0.00% | 55,008 | -2,884 | -5.0% | -$17.69万 | 减仓 |
| AGCO | AGCO CORP | $338.18万 | 0.00% | 29,180 | 2,300 | 8.6% | $26.66万 | 加仓 |
| RMD | RESMED INC | $339.85万 | 0.00% | 15,143 | -873 | -5.5% | -$19.59万 | 减仓 |
| IRM | IRON MTN INC DEL | $339.86万 | 0.00% | 33,266 | -4,766 | -12.5% | -$48.69万 | 减仓 |
| TPG | TPG INC | $340.74万 | 0.00% | 84,112 | 24,411 | 40.9% | $98.89万 | 加仓 |
| ALV | AUTOLIV INC | $342.58万 | 0.00% | 32,579 | 0 | 0.0% | — | 不变 |
| APAM | ARTISAN PARTNERS ASSET MGMT | $342.63万 | 0.00% | 94,142 | -236,104 | -71.5% | -$859.29万 | 减仓 |
| — | TAYLOR MORRISON HOME CORP | $343.03万 | 0.00% | 58,894 | 0 | 0.0% | — | 不变 |
| ESI | ELEMENT SOLUTIONS INC | $343.11万 | 0.00% | 100,485 | 0 | 0.0% | — | 不变 |
| ONB | OLD NATL BANCORP IND | $343.14万 | 0.00% | 155,233 | 0 | 0.0% | — | 不变 |