J. Goldman & Co LP
NEW YORK NY · SEC CIK 0001412741
$38.72亿2026Q2 申报市值
684持仓数
15.1%前十大占比 · 第一大 2.2%
298 / 301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
SIRI 重新持有+$6,532.14万
AZO 重新持有+$6,178.39万
DXYZ 新建仓+$4,370.31万
OLLI 新建仓+$4,149.43万
ITW 新建仓+$4,076.28万
2026Q2 卖出最多 按季末市值估算
CARR 清仓-$4,486.43万
GNRC 减仓-$3,651.49万
ABT 清仓-$2,969.34万
TSCO 清仓-$2,940.07万
URGN 减仓-$2,672.03万
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 |
|---|---|---|---|---|---|---|---|---|
| BMY | BRISTOL-MYERS SQUIBB CO 看跌期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$303.25万 | 清仓 |
| XLV | SELECT SECTOR SPDR TR 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$293.22万 | 清仓 |
| CCL | CARNIVAL CORP 看跌期权 | $0 | 0.00% | 0 | -112,500 | -100.0% | -$291.15万 | 清仓 |
| SCHW | SCHWAB CHARLES CORP | $0 | 0.00% | 0 | -29,997 | -100.0% | -$281.91万 | 清仓 |
| SHEL | SHELL PLC 看涨期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$279.00万 | 清仓 |
| PAYC | PAYCOM SOFTWARE INC 看涨期权 | $0 | 0.00% | 0 | -22,300 | -100.0% | -$271.03万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -58,763 | -100.0% | -$264.84万 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -145,619 | -100.0% | -$264.44万 | 清仓 |
| COGT | COGENT BIOSCIENCES INC 看涨期权 | $0 | 0.00% | 0 | -67,600 | -100.0% | -$260.19万 | 清仓 |
| ARWR | ARROWHEAD PHARMACEUTICALS IN | $0 | 0.00% | 0 | -41,210 | -100.0% | -$258.39万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -15,700 | -100.0% | -$258.37万 | 清仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $0 | 0.00% | 0 | -171,363 | -100.0% | -$256.36万 | 清仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $0 | 0.00% | 0 | -221,792 | -100.0% | -$255.06万 | 清仓 |
| MLYS | MINERALYS THERAPEUTICS INC | $0 | 0.00% | 0 | -94,101 | -100.0% | -$254.92万 | 清仓 |
| FSLY | FASTLY INC 看跌期权 | $0 | 0.00% | 0 | -87,600 | -100.0% | -$254.57万 | 清仓 |
| Z | ZILLOW GROUP INC 看涨期权 | $0 | 0.00% | 0 | -61,400 | -100.0% | -$254.07万 | 清仓 |
| CMCSA | COMCAST CORP NEW 看跌期权 | $0 | 0.00% | 0 | -87,500 | -100.0% | -$251.21万 | 清仓 |
| LPLA | LPL FINL HLDGS INC | $0 | 0.00% | 0 | -8,300 | -100.0% | -$249.69万 | 清仓 |
| VRSN | VERISIGN INC 看涨期权 | $0 | 0.00% | 0 | -9,900 | -100.0% | -$245.88万 | 清仓 |
| XLE | SELECT SECTOR SPDR TR 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$245.04万 | 清仓 |
| APO | APOLLO GLOBAL MGMT INC | $0 | 0.00% | 0 | -21,718 | -100.0% | -$241.98万 | 清仓 |
| TENB | TENABLE HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -140,000 | -100.0% | -$236.81万 | 清仓 |
| MAR | MARRIOTT INTL INC NEW 看跌期权 | $0 | 0.00% | 0 | -7,000 | -100.0% | -$228.95万 | 清仓 |
| OPLN | OPENLANE INC | $0 | 0.00% | 0 | -76,195 | -100.0% | -$222.11万 | 清仓 |
| TRGP | TARGA RES CORP | $0 | 0.00% | 0 | -8,489 | -100.0% | -$212.84万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$211.60万 | 清仓 |
| ONON | ON HLDG AG 看涨期权 | $0 | 0.00% | 0 | -60,000 | -100.0% | -$204.12万 | 清仓 |
| HESM | HESS MIDSTREAM LP 看跌期权 | $0 | 0.00% | 0 | -52,400 | -100.0% | -$203.68万 | 清仓 |
| NU | NU HLDGS LTD | $0 | 0.00% | 0 | -141,500 | -100.0% | -$203.34万 | 清仓 |
| VIK | VIKING HOLDINGS LTD | $0 | 0.00% | 0 | -27,161 | -100.0% | -$199.58万 | 清仓 |
| VPG | VISHAY PRECISION GROUP INC 看涨期权 | $0 | 0.00% | 0 | -45,900 | -100.0% | -$199.30万 | 清仓 |
| CCOI | COGENT COMM HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -102,800 | -100.0% | -$193.68万 | 清仓 |
| MRK | MERCK & CO INC 看涨期权 | $0 | 0.00% | 0 | -16,000 | -100.0% | -$192.46万 | 清仓 |
| INCY | INCYTE CORP 看涨期权 | $0 | 0.00% | 0 | -20,400 | -100.0% | -$192.00万 | 清仓 |
| JAN | JANUS LIVING INC | $0 | 0.00% | 0 | -81,250 | -100.0% | -$191.51万 | 清仓 |
| DHT | DHT HOLDINGS INC 看涨期权 | $0 | 0.00% | 0 | -103,200 | -100.0% | -$188.55万 | 清仓 |
| VIK | VIKING HOLDINGS LTD 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$183.70万 | 清仓 |
| NB | NIOCORP DEVS LTD 看涨期权 | $0 | 0.00% | 0 | -408,900 | -100.0% | -$182.37万 | 清仓 |
| CHDN | CHURCHILL DOWNS INC 看涨期权 | $0 | 0.00% | 0 | -20,000 | -100.0% | -$179.66万 | 清仓 |
| PYPL | PAYPAL HLDGS INC | $0 | 0.00% | 0 | -39,415 | -100.0% | -$178.27万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE | $0 | 0.00% | 0 | -66,483 | -100.0% | -$175.71万 | 清仓 |
| VTV | VANGUARD INDEX FDS | $0 | 0.00% | 0 | -8,754 | -100.0% | -$171.75万 | 清仓 |
| UBER | UBER TECHNOLOGIES INC | $0 | 0.00% | 0 | -23,717 | -100.0% | -$170.60万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC 看跌期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$168.97万 | 清仓 |
| ARVN | ARVINAS INC | $0 | 0.00% | 0 | -156,799 | -100.0% | -$166.21万 | 清仓 |
| OKE | ONEOK INC NEW | $0 | 0.00% | 0 | -18,361 | -100.0% | -$165.97万 | 清仓 |
| SKM | SK TELECOM CO LTD | $0 | 0.00% | 0 | -56,576 | -100.0% | -$165.71万 | 清仓 |
| PM | PHILIP MORRIS INTL INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$165.34万 | 清仓 |
| UPWK | UPWORK INC 看跌期权 | $0 | 0.00% | 0 | -150,000 | -100.0% | -$164.40万 | 清仓 |
| — | CENTESSA PHARMACEUTICALS PLC 看跌期权 | $0 | 0.00% | 0 | -40,500 | -100.0% | -$160.87万 | 清仓 |
| TGTX | TG THERAPEUTICS INC | $0 | 0.00% | 0 | -48,235 | -100.0% | -$160.24万 | 清仓 |
| SKM | SK TELECOM CO LTD 看涨期权 | $0 | 0.00% | 0 | -54,700 | -100.0% | -$160.22万 | 清仓 |
| APP | APPLOVIN CORP 看跌期权 | $0 | 0.00% | 0 | -4,000 | -100.0% | -$159.20万 | 清仓 |
| ERAS | ERASCA INC | $0 | 0.00% | 0 | -98,033 | -100.0% | -$158.62万 | 清仓 |
| KLAC | KLA CORP | $0 | 0.00% | 0 | -10,660 | -100.0% | -$156.96万 | 清仓 |
| AVGO | BROADCOM INC 看跌期权 | $0 | 0.00% | 0 | -5,000 | -100.0% | -$154.75万 | 清仓 |
| COF | CAPITAL ONE FINL CORP | $0 | 0.00% | 0 | -8,300 | -100.0% | -$151.42万 | 清仓 |
| — | A2Z CUST2MATE SOLUTIONS CORP 看涨期权 | $0 | 0.00% | 0 | -220,600 | -100.0% | -$147.14万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -464,199 | -100.0% | -$142.04万 | 清仓 |
| ARM | ARM HOLDINGS PLC 看跌期权 | $0 | 0.00% | 0 | -9,300 | -100.0% | -$140.69万 | 清仓 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $0 | 0.00% | 0 | -40,968 | -100.0% | -$139.09万 | 清仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$137.66万 | 清仓 |
| REPL | REPLIMUNE GROUP INC 看涨期权 | $0 | 0.00% | 0 | -175,400 | -100.0% | -$134.18万 | 清仓 |
| WYNN | WYNN RESORTS LTD 看跌期权 | $0 | 0.00% | 0 | -13,200 | -100.0% | -$134.05万 | 清仓 |
| HLT | HILTON WORLDWIDE HLDGS INC 看涨期权 | $0 | 0.00% | 0 | -4,400 | -100.0% | -$133.80万 | 清仓 |
| ALGT | ALLEGIANT TRAVEL CO | $0 | 0.00% | 0 | -16,428 | -100.0% | -$133.13万 | 清仓 |
| BYD | BOYD GAMING CORP 看跌期权 | $0 | 0.00% | 0 | -15,800 | -100.0% | -$129.84万 | 清仓 |
| — | SURO CAPITAL CORP | $0 | 0.00% | 0 | -120,700 | -100.0% | -$129.27万 | 清仓 |
| NTES | NETEASE COM INC | $0 | 0.00% | 0 | -11,376 | -100.0% | -$127.34万 | 清仓 |
| ABNB | AIRBNB INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$126.28万 | 清仓 |
| SGI | SOMNIGROUP INTERNATIONAL INC | $0 | 0.00% | 0 | -16,513 | -100.0% | -$122.06万 | 清仓 |
| OWL | BLUE OWL CAPITAL INC | $0 | 0.00% | 0 | -131,000 | -100.0% | -$119.60万 | 清仓 |
| ANAB | ANAPTYSBIO INC | $0 | 0.00% | 0 | -21,205 | -100.0% | -$117.60万 | 清仓 |
| CZR | CAESARS ENTERTAINMENT INC NE 看涨期权 | $0 | 0.00% | 0 | -43,900 | -100.0% | -$116.03万 | 清仓 |
| GENI | GENIUS SPORTS LIMITED | $0 | 0.00% | 0 | -250,103 | -100.0% | -$110.80万 | 清仓 |
| CC | CHEMOURS CO 看涨期权 | $0 | 0.00% | 0 | -50,000 | -100.0% | -$110.15万 | 清仓 |
| BAC | BANK AMERICA CORP | $0 | 0.00% | 0 | -22,232 | -100.0% | -$108.38万 | 清仓 |
| MHK | MOHAWK INDS INC | $0 | 0.00% | 0 | -10,956 | -100.0% | -$107.87万 | 清仓 |
| — | COTERRA ENERGY INC 看跌期权 | $0 | 0.00% | 0 | -30,000 | -100.0% | -$105.42万 | 清仓 |
| MDGL | MADRIGAL PHARMACEUTICALS INC 看涨期权 | $0 | 0.00% | 0 | -2,000 | -100.0% | -$104.69万 | 清仓 |
| PEP | PEPSICO INC 看跌期权 | $0 | 0.00% | 0 | -6,600 | -100.0% | -$102.49万 | 清仓 |
| RTX | RTX CORPORATION | $0 | 0.00% | 0 | -5,200 | -100.0% | -$100.31万 | 清仓 |
| AMT | AMERICAN TOWER CORP 看涨期权 | $0 | 0.00% | 0 | -5,600 | -100.0% | -$96.64万 | 清仓 |
| ALKS | ALKERMES PLC 看跌期权 | $0 | 0.00% | 0 | -27,100 | -100.0% | -$95.83万 | 清仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $0 | 0.00% | 0 | -2,800 | -100.0% | -$94.63万 | 清仓 |
| NEE | NEXTERA ENERGY INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$92.88万 | 清仓 |
| UAL | UNITED AIRLS HLDGS INC 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$92.07万 | 清仓 |
| GDX | VANECK ETF TRUST 看跌期权 | $0 | 0.00% | 0 | -10,000 | -100.0% | -$91.77万 | 清仓 |
| INSM | INSMED INC | $0 | 0.00% | 0 | -5,545 | -100.0% | -$90.67万 | 清仓 |
| — | VALKYRIE ETF TRUST II 看涨期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$87.05万 | 清仓 |
| LYV | LIVE NATION ENTERTAINMENT IN | $0 | 0.00% | 0 | -5,668 | -100.0% | -$86.44万 | 清仓 |
| EL | LAUDER ESTEE COS INC | $0 | 0.00% | 0 | -11,886 | -100.0% | -$85.31万 | 清仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $0 | 0.00% | 0 | -3,500 | -100.0% | -$84.84万 | 清仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看跌期权 | $0 | 0.00% | 0 | -75,000 | -100.0% | -$80.55万 | 清仓 |
| ALLY | ALLY FINL INC | $0 | 0.00% | 0 | -20,026 | -100.0% | -$78.56万 | 清仓 |
| GXO | GXO LOGISTICS INCORPORATED 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$77.78万 | 清仓 |
| CC | CHEMOURS CO | $0 | 0.00% | 0 | -34,000 | -100.0% | -$74.90万 | 清仓 |
| PINS | PINTEREST INC 看跌期权 | $0 | 0.00% | 0 | -40,000 | -100.0% | -$73.36万 | 清仓 |
| IONQ | IONQ INC 看跌期权 | $0 | 0.00% | 0 | -25,000 | -100.0% | -$72.08万 | 清仓 |
| PBF | PBF ENERGY INC 看涨期权 | $0 | 0.00% | 0 | -15,000 | -100.0% | -$71.43万 | 清仓 |