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 |
|---|---|---|---|---|---|---|---|---|
| — | UNITED HOMES GROUP INC 看涨期权 | $0 | 0.00% | 0 | -62,553 | -100.0% | -$1.14万 | 清仓 |
| WENN | WEN ACQUISITION CORP 看涨期权 | $6,038 | 0.00% | 17,500 | 0 | 0.0% | — | 不变 |
| FVRR | FIVERR INTL LTD 看跌期权 | $1.03万 | 0.00% | 1,000 | 1,000 | — | $1.03万 | 新建仓 |
| EBAY | EBAY INC. 看涨期权 | $1.12万 | 0.00% | 100 | -48,900 | -99.8% | -$546.46万 | 减仓 |
| NOK | NOKIA CORP 看涨期权 | $1.33万 | 0.00% | 1,000 | 1,000 | — | $1.33万 | 新建仓 |
| GTM | ZOOMINFO TECHNOLOGIES INC 看涨期权 | $1.47万 | 0.00% | 5,000 | 0 | 0.0% | — | 不变 |
| ORCL | ORACLE CORP 看涨期权 | $1.47万 | 0.00% | 100 | -14,900 | -99.3% | -$218.36万 | 减仓 |
| IEAG | INFINITE EAGLE ACQUISITION C 看涨期权 | $2.00万 | 0.00% | 96,250 | 0 | 0.0% | — | 不变 |
| NET | CLOUDFLARE INC 看涨期权 | $2.45万 | 0.00% | 100 | -10,900 | -99.1% | -$267.36万 | 减仓 |
| TOST | TOAST INC 看跌期权 | $2.78万 | 0.00% | 1,000 | 1,000 | — | $2.78万 | 新建仓 |
| LAC | LITHIUM AMERS CORP NEW 看涨期权 | $3.08万 | 0.00% | 8,000 | -22,000 | -73.3% | -$8.47万 | 重新持有 |
| — | LIFEZONE METALS LIMITED 看涨期权 | $3.19万 | 0.00% | 75,000 | 0 | 0.0% | — | 不变 |
| CCII | COHEN CIRCLE ACQUISIT CORP I 看涨期权 | $3.42万 | 0.00% | 45,624 | 0 | 0.0% | — | 不变 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $3.55万 | 0.00% | 100 | 100 | — | $3.55万 | 新建仓 |
| KRAQ | KRAKACQUISITION CORPORATION 看涨期权 | $4.24万 | 0.00% | 87,499 | 0 | 0.0% | — | 不变 |
| SVIV | SPRING VY ACQUISITION CORP I 看涨期权 | $4.27万 | 0.00% | 43,750 | 0 | 0.0% | — | 不变 |
| — | RENATUS TACTICAL ACQUIS 看涨期权 | $4.64万 | 0.00% | 60,000 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST 看跌期权 | $6.08万 | 0.00% | 4,800 | 4,800 | — | $6.08万 | 新建仓 |
| SOC | SABLE OFFSHORE CORP 看涨期权 | $7.70万 | 0.00% | 25,000 | 25,000 | — | $7.70万 | 新建仓 |
| NXDR | NEXTDOOR HOLDINGS INC | $8.82万 | 0.00% | 38,875 | -244,146 | -86.3% | -$55.42万 | 重新持有 |
| — | 1RT ACQUISITION CORP. 看涨期权 | $10.07万 | 0.00% | 175,000 | 0 | 0.0% | — | 不变 |
| GRAB | GRAB HOLDINGS LIMITED 看涨期权 | $10.10万 | 0.00% | 26,800 | -3,723,200 | -99.3% | -$1,403.65万 | 减仓 |
| BCSS | BAIN CAP GSS INVT CORP 看涨期权 | $10.15万 | 0.00% | 140,000 | 0 | 0.0% | — | 不变 |
| ARI | APOLLO COML REAL ESTATE FIN 看跌期权 | $10.68万 | 0.00% | 10,000 | 0 | 0.0% | — | 不变 |
| PCAP | PROCAP ACQUISITION CORP 看涨期权 | $10.71万 | 0.00% | 329,286 | 0 | 0.0% | — | 不变 |
| FCRS | FUTURECREST ACQUISITION CORP 看涨期权 | $10.77万 | 0.00% | 127,212 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC 看涨期权 | $11.42万 | 0.00% | 1,000 | 0 | 0.0% | — | 不变 |
| SHOP | SHOPIFY INC 看跌期权 | $11.42万 | 0.00% | 1,000 | 500 | 100.0% | $5.71万 | 加仓 |
| KRSP | RICE ACQUISITION CORP 3 看涨期权 | $11.67万 | 0.00% | 116,666 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC 看跌期权 | $11.67万 | 0.00% | 1,000 | -1,000 | -50.0% | -$11.67万 | 减仓 |
| AKAM | AKAMAI TECHNOLOGIES INC 看涨期权 | $11.82万 | 0.00% | 1,000 | -12,000 | -92.3% | -$141.85万 | 减仓 |
| — | MAXCYTE INC | $12.27万 | 0.00% | 99,728 | 99,728 | — | $12.27万 | 新建仓 |
| SRPT | SAREPTA THERAPEUTICS INC 看涨期权 | $13.48万 | 0.00% | 7,500 | 0 | 0.0% | — | 不变 |
| PANW | PALO ALTO NETWORKS INC 看涨期权 | $13.64万 | 0.00% | 400 | 400 | — | $13.64万 | 新建仓 |
| GPN | GLOBAL PMTS INC 看跌期权 | $14.51万 | 0.00% | 2,000 | 2,000 | — | $14.51万 | 新建仓 |
| FISV | FISERV INC 看跌期权 | $14.71万 | 0.00% | 3,000 | 3,000 | — | $14.71万 | 新建仓 |
| NOW | SERVICENOW INC 看涨期权 | $14.89万 | 0.00% | 1,500 | -34,000 | -95.8% | -$337.55万 | 减仓 |
| NOW | SERVICENOW INC 看跌期权 | $14.89万 | 0.00% | 1,500 | -5,000 | -76.9% | -$49.64万 | 减仓 |
| CCSI | CONSENSUS CLOUD SOLUTIONS IN 看跌期权 | $15.26万 | 0.00% | 4,000 | -4,000 | -50.0% | -$15.26万 | 减仓 |
| AXP | AMERICAN EXPRESS CO 看跌期权 | $16.91万 | 0.00% | 500 | -1,000 | -66.7% | -$33.83万 | 减仓 |
| PAYO | PAYONEER GLOBAL INC 看跌期权 | $17.80万 | 0.00% | 25,000 | -44,500 | -64.0% | -$31.68万 | 减仓 |
| DASH | DOORDASH INC 看跌期权 | $18.45万 | 0.00% | 1,000 | 1,000 | — | $18.45万 | 新建仓 |
| BTG | B2GOLD CORP 看跌期权 | $19.19万 | 0.00% | 51,300 | 51,300 | — | $19.19万 | 新建仓 |
| — | MEDIWOUND LTD | $19.21万 | 0.00% | 13,070 | 0 | 0.0% | — | 不变 |
| ZVRA | ZEVRA THERAPEUTICS INC | $19.35万 | 0.00% | 13,497 | 0 | 0.0% | — | 不变 |
| VG | VENTURE GLOBAL INC | $19.48万 | 0.01% | 17,500 | 17,500 | — | $19.48万 | 新建仓 |
| CRWV | COREWEAVE INC 看涨期权 | $19.91万 | 0.01% | 2,000 | 2,000 | — | $19.91万 | 新建仓 |
| DSAC | DAEDALUS SPL ACQUISITION COR 看涨期权 | $19.98万 | 0.01% | 312,500 | 0 | 0.0% | — | 不变 |
| PEP | PEPSICO INC | $20.31万 | 0.01% | 1,500 | -10,100 | -87.1% | -$136.75万 | 减仓 |
| FLUT | FLUTTER ENTMT PLC 看跌期权 | $20.43万 | 0.01% | 2,000 | 2,000 | — | $20.43万 | 新建仓 |
| NKE | NIKE INC 看跌期权 | $20.52万 | 0.01% | 5,000 | 0 | 0.0% | — | 不变 |
| BIZD | VANECK ETF TRUST | $21.21万 | 0.01% | 16,750 | 16,750 | — | $21.21万 | 新建仓 |
| BFH | BREAD FINANCIAL HOLDINGS INC | $21.67万 | 0.01% | 2,000 | -130,585 | -98.5% | -$1,414.89万 | 减仓 |
| VPG | VISHAY PRECISION GROUP INC | $21.74万 | 0.01% | 1,450 | -35,914 | -96.1% | -$538.39万 | 减仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $22.17万 | 0.01% | 7,105 | 7,105 | — | $22.17万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC | $22.44万 | 0.01% | 38,155 | 38,155 | — | $22.44万 | 新建仓 |
| PAGS | PAGSEGURO DIGITAL LTD 看涨期权 | $22.62万 | 0.01% | 25,000 | 5,000 | 25.0% | $4.53万 | 加仓 |
| BE | BLOOM ENERGY CORP | $22.70万 | 0.01% | 750 | 750 | — | $22.70万 | 新建仓 |
| STLA | STELLANTIS N.V | $22.96万 | 0.01% | 40,000 | 40,000 | — | $22.96万 | 新建仓 |
| IMTX | IMMATICS N.V | $23.08万 | 0.01% | 22,788 | 0 | 0.0% | — | 不变 |
| — | AARDVARK THERAPEUTICS INC | $23.33万 | 0.01% | 40,500 | 40,500 | — | $23.33万 | 新建仓 |
| AXP | AMERICAN EXPRESS CO | $23.68万 | 0.01% | 700 | -565 | -44.7% | -$19.11万 | 减仓 |
| TE | T1 ENERGY INC 看涨期权 | $23.70万 | 0.01% | 25,000 | 25,000 | — | $23.70万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC | $23.84万 | 0.01% | 5,000 | 5,000 | — | $23.84万 | 新建仓 |
| BAX | BAXTER INTL INC 看涨期权 | $23.88万 | 0.01% | 11,200 | 11,200 | — | $23.88万 | 新建仓 |
| RSG | REPUBLIC SVCS INC | $24.33万 | 0.01% | 1,142 | 1,142 | — | $24.33万 | 新建仓 |
| HOG | HARLEY DAVIDSON INC 看涨期权 | $24.46万 | 0.01% | 10,000 | 10,000 | — | $24.46万 | 新建仓 |
| AMT | AMERICAN TOWER CORP | $24.55万 | 0.01% | 1,501 | 1,501 | — | $24.55万 | 新建仓 |
| ACN | ACCENTURE PLC IRELAND 看跌期权 | $24.89万 | 0.01% | 2,000 | -5,000 | -71.4% | -$62.22万 | 减仓 |
| CRCL | CIRCLE INTERNET GROUP INC 看跌期权 | $25.05万 | 0.01% | 4,000 | 4,000 | — | $25.05万 | 新建仓 |
| UPS | UNITED PARCEL SVCS INC | $25.26万 | 0.01% | 2,350 | 2,350 | — | $25.26万 | 新建仓 |
| NIO | NIO INC 看涨期权 | $25.30万 | 0.01% | 50,000 | -50,000 | -50.0% | -$25.30万 | 减仓 |
| CARS | CARS COM INC 看跌期权 | $25.49万 | 0.01% | 23,300 | 23,300 | — | $25.49万 | 新建仓 |
| EQT | EQT CORP | $25.73万 | 0.01% | 4,840 | 4,840 | — | $25.73万 | 新建仓 |
| HUM | HUMANA INC | $25.82万 | 0.01% | 650 | 650 | — | $25.82万 | 新建仓 |
| SBAC | SBA COMMUNICATIONS CORP | $26.47万 | 0.01% | 1,500 | 1,500 | — | $26.47万 | 新建仓 |
| IWM | ISHARES TR | $26.65万 | 0.01% | 887 | -1,966 | -68.9% | -$59.07万 | 减仓 |
| WEC | WEC ENERGY GROUP INC 看涨期权 | $26.86万 | 0.01% | 2,300 | -37,700 | -94.2% | -$440.22万 | 减仓 |
| PAAS | PAN AMERN SILVER CORP 看涨期权 | $26.87万 | 0.01% | 6,000 | 1,000 | 20.0% | $4.48万 | 重新持有 |
| ONON | ON HLDG AG | $27.27万 | 0.01% | 7,700 | -75 | -1.0% | -$2,656 | 减仓 |
| SPLV | INVESCO EXCH TRADED FD TR II | $27.30万 | 0.01% | 3,645 | -7,907 | -68.4% | -$59.22万 | 减仓 |
| RCL | ROYAL CARIBBEAN GROUP | $27.82万 | 0.01% | 876 | -7,643 | -89.7% | -$242.69万 | 减仓 |
| TOST | TOAST INC | $27.82万 | 0.01% | 10,000 | 10,000 | — | $27.82万 | 新建仓 |
| CL | COLGATE PALMOLIVE CO | $27.98万 | 0.01% | 3,052 | 3,052 | — | $27.98万 | 新建仓 |
| APP | APPLOVIN CORP | $28.03万 | 0.01% | 544 | 544 | — | $28.03万 | 新建仓 |
| KOD | KODIAK SCIENCES INC | $28.48万 | 0.01% | 7,309 | -301 | -4.0% | -$1.17万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC 看涨期权 | $29.12万 | 0.01% | 1,200 | -57,200 | -97.9% | -$1,388.07万 | 减仓 |
| LYFT | LYFT INC 看涨期权 | $29.22万 | 0.01% | 20,000 | 20,000 | — | $29.22万 | 新建仓 |
| LINE | LINEAGE INC 看涨期权 | $29.41万 | 0.01% | 6,800 | 0 | 0.0% | — | 不变 |
| XYZ | BLOCK INC | $29.64万 | 0.01% | 3,900 | -47,249 | -92.4% | -$359.09万 | 重新持有 |
| XBI | SPDR SERIES TRUST | $31.65万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $32.41万 | 0.01% | 671 | 671 | — | $32.41万 | 新建仓 |
| NVR | NVR INC | $32.70万 | 0.01% | 48 | 48 | — | $32.70万 | 新建仓 |
| NWAX | NEW AMER ACQUISITION I CORP 看涨期权 | $32.99万 | 0.01% | 527,790 | -112,547 | -17.6% | -$7.03万 | 减仓 |
| EBAY | EBAY INC. 看跌期权 | $33.52万 | 0.01% | 3,000 | 3,000 | — | $33.52万 | 新建仓 |
| FLNC | FLUENCE ENERGY INC | $34.69万 | 0.01% | 17,450 | 17,450 | — | $34.69万 | 新建仓 |
| CSCO | CISCO SYS INC | $34.80万 | 0.01% | 2,963 | 2,963 | — | $34.80万 | 新建仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $35.10万 | 0.01% | 3,500 | 1,000 | 40.0% | $10.03万 | 加仓 |
| ASTS | AST SPACEMOBILE INC 看跌期权 | $35.54万 | 0.01% | 4,000 | 4,000 | — | $35.54万 | 新建仓 |
| WENN | WEN ACQUISITION CORP | $36.02万 | 0.01% | 35,000 | 0 | 0.0% | — | 不变 |