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 |
|---|---|---|---|---|---|---|---|---|
| GLUE | MONTE ROSA THERAPEUTICS INC | $36.59万 | 0.01% | 15,119 | -156,652 | -91.2% | -$379.10万 | 减仓 |
| GPK | GRAPHIC PACKAGING HLDG CO 看涨期权 | $36.99万 | 0.01% | 35,000 | 35,000 | — | $36.99万 | 新建仓 |
| CBRE | CBRE GROUP INC | $37.04万 | 0.01% | 2,750 | 2,750 | — | $37.04万 | 新建仓 |
| MOS | MOSAIC CO | $37.08万 | 0.01% | 17,500 | -1,500 | -7.9% | -$3.18万 | 减仓 |
| RBLX | ROBLOX CORP | $37.70万 | 0.01% | 6,932 | -188,552 | -96.5% | -$1,025.35万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $38.62万 | 0.01% | 11,140 | 11,140 | — | $38.62万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC 看涨期权 | $39.35万 | 0.01% | 50,000 | 50,000 | — | $39.35万 | 新建仓 |
| PURR | HYPERLIQUID STRATEGIES INC 看跌期权 | $39.35万 | 0.01% | 50,000 | 50,000 | — | $39.35万 | 新建仓 |
| WY | WEYERHAEUSER CO 看涨期权 | $40.22万 | 0.01% | 16,800 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $40.29万 | 0.01% | 28,983 | 28,983 | — | $40.29万 | 新建仓 |
| SBUX | STARBUCKS CORP 看跌期权 | $40.88万 | 0.01% | 4,000 | -56,000 | -93.3% | -$572.26万 | 减仓 |
| SBUX | STARBUCKS CORP 看涨期权 | $40.88万 | 0.01% | 4,000 | 4,000 | — | $40.88万 | 新建仓 |
| EWTX | EDGEWISE THERAPEUTICS INC | $41.37万 | 0.01% | 10,183 | -51,238 | -83.4% | -$208.18万 | 减仓 |
| GLW | CORNING INC | $42.22万 | 0.01% | 1,653 | -8,297 | -83.4% | -$211.93万 | 重新持有 |
| TDS | TELEPHONE & DATA SYS INC 看涨期权 | $42.56万 | 0.01% | 11,500 | 11,500 | — | $42.56万 | 新建仓 |
| MTN | VAIL RESORTS INC | $42.66万 | 0.01% | 3,133 | -727 | -18.8% | -$9.90万 | 减仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $42.68万 | 0.01% | 10,000 | -122,500 | -92.5% | -$522.83万 | 减仓 |
| SNDK | SANDISK CORP | $42.75万 | 0.01% | 188 | -2,812 | -93.7% | -$639.37万 | 减仓 |
| VICI | VICI PPTYS INC | $42.90万 | 0.01% | 16,157 | -56,385 | -77.7% | -$149.70万 | 重新持有 |
| XOP | SPDR SERIES TRUST | $42.96万 | 0.01% | 2,785 | 0 | 0.0% | — | 不变 |
| COHR | COHERENT CORP | $44.18万 | 0.01% | 1,120 | -1,086 | -49.2% | -$42.84万 | 重新持有 |
| MU | MICRON TECHNOLOGY INC | $45.36万 | 0.01% | 393 | -11,858 | -96.8% | -$1,368.76万 | 减仓 |
| TSHA | TAYSHA GENE THERAPIES INC | $45.86万 | 0.01% | 67,349 | 33,599 | 99.6% | $22.88万 | 加仓 |
| CE | CELANESE CORP DEL 看跌期权 | $46.00万 | 0.01% | 10,000 | 10,000 | — | $46.00万 | 新建仓 |
| CHDN | CHURCHILL DOWNS INC | $46.05万 | 0.01% | 5,137 | -128,776 | -96.2% | -$1,154.35万 | 减仓 |
| SBSW | SIBANYE STILLWATER LTD 看涨期权 | $47.12万 | 0.01% | 55,500 | -1,500 | -2.6% | -$1.27万 | 减仓 |
| ARM | ARM HOLDINGS PLC | $47.87万 | 0.01% | 1,350 | -51,150 | -97.4% | -$1,813.63万 | 重新持有 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $47.99万 | 0.01% | 5,000 | -38,000 | -88.4% | -$364.72万 | 重新持有 |
| EXPE | EXPEDIA GROUP INC | $48.62万 | 0.01% | 1,900 | 1,900 | — | $48.62万 | 新建仓 |
| OVV | OVINTIV INC | $49.49万 | 0.01% | 9,400 | 9,400 | — | $49.49万 | 新建仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $49.67万 | 0.01% | 1,987 | 1,987 | — | $49.67万 | 新建仓 |
| — | POLYPID LTD | $50.38万 | 0.01% | 99,183 | -50,316 | -33.7% | -$25.56万 | 减仓 |
| AG | FIRST MAJESTIC SILVER CORP 看涨期权 | $50.88万 | 0.01% | 30,000 | 30,000 | — | $50.88万 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $51.57万 | 0.01% | 135,000 | -721,247 | -84.2% | -$275.52万 | 减仓 |
| INTU | INTUIT 看跌期权 | $52.20万 | 0.01% | 2,000 | 0 | 0.0% | — | 不变 |
| ECHO | ECHOSTAR CORP | $52.83万 | 0.01% | 5,205 | -119,730 | -95.8% | -$1,215.26万 | 减仓 |
| CLF | CLEVELAND-CLIFFS INC NEW | $52.87万 | 0.01% | 56,301 | 56,301 | — | $52.87万 | 新建仓 |
| DKNG | DRAFTKINGS INC NEW | $53.32万 | 0.01% | 21,107 | -143,636 | -87.2% | -$362.82万 | 减仓 |
| PK | PARK HOTELS & RESORTS INC | $53.36万 | 0.01% | 37,445 | 37,445 | — | $53.36万 | 新建仓 |
| COIN | COINBASE GLOBAL INC | $53.36万 | 0.01% | 3,650 | -2,350 | -39.2% | -$34.35万 | 减仓 |
| IRDM | IRIDIUM COMMUNICATIONS INC 看涨期权 | $54.85万 | 0.01% | 10,000 | -40,000 | -80.0% | -$219.40万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP | $55.48万 | 0.01% | 13,000 | -31,485 | -70.8% | -$134.38万 | 减仓 |
| CPB | THE CAMPBELLS COMPANY 看跌期权 | $55.67万 | 0.01% | 25,000 | 10,000 | 66.7% | $22.27万 | 加仓 |
| APLD | APPLIED DIGITAL CORP 看涨期权 | $55.95万 | 0.01% | 15,000 | 15,000 | — | $55.95万 | 新建仓 |
| ATRC | ATRICURE INC 看跌期权 | $55.96万 | 0.01% | 20,000 | 20,000 | — | $55.96万 | 新建仓 |
| PCRX | PACIRA BIOSCIENCES INC | $56.01万 | 0.01% | 22,078 | -75,694 | -77.4% | -$192.04万 | 减仓 |
| U | UNITY SOFTWARE INC | $56.30万 | 0.01% | 19,699 | 8,803 | 80.8% | $25.16万 | 重新持有 |
| CNQ | CANADIAN NAT RES LTD MED TER 看涨期权 | $56.48万 | 0.01% | 14,300 | 14,300 | — | $56.48万 | 新建仓 |
| AAPL | APPLE INC | $57.87万 | 0.01% | 2,000 | -18,471 | -90.2% | -$534.48万 | 减仓 |
| AAPL | APPLE INC 看跌期权 | $57.87万 | 0.01% | 2,000 | 1,000 | 100.0% | $28.94万 | 加仓 |
| LEGH | LEGACY HOUSING CORP | $58.16万 | 0.02% | 22,139 | -24,322 | -52.3% | -$63.89万 | 减仓 |
| MCD | MCDONALDS CORP | $58.41万 | 0.02% | 2,161 | 579 | 36.6% | $15.65万 | 加仓 |
| TAP | MOLSON COORS BEVERAGE CO 看涨期权 | $58.44万 | 0.02% | 15,000 | -221,300 | -93.7% | -$862.18万 | 减仓 |
| GEV | GE VERNOVA INC 看跌期权 | $58.74万 | 0.02% | 500 | 500 | — | $58.74万 | 新建仓 |
| GEV | GE VERNOVA INC 看涨期权 | $58.74万 | 0.02% | 500 | 500 | — | $58.74万 | 新建仓 |
| VKTX | VIKING THERAPEUTICS INC | $58.86万 | 0.02% | 15,089 | -205 | -1.3% | -$7,997 | 减仓 |
| KRC | KILROY REALTY CORP 看涨期权 | $59.95万 | 0.02% | 16,000 | 16,000 | — | $59.95万 | 新建仓 |
| COF | CAPITAL ONE FINL CORP 看跌期权 | $60.19万 | 0.02% | 3,000 | 1,000 | 50.0% | $20.06万 | 加仓 |
| CROX | CROCS INC 看涨期权 | $60.32万 | 0.02% | 5,000 | -50,000 | -90.9% | -$603.20万 | 减仓 |
| CROX | CROCS INC 看跌期权 | $60.32万 | 0.02% | 5,000 | 0 | 0.0% | — | 不变 |
| LRN | STRIDE INC 看跌期权 | $60.37万 | 0.02% | 7,000 | 7,000 | — | $60.37万 | 新建仓 |
| XPEV | XPENG INC | $60.90万 | 0.02% | 46,000 | 46,000 | — | $60.90万 | 新建仓 |
| YELP | YELP INC 看跌期权 | $61.30万 | 0.02% | 25,000 | 23,000 | 1,150.0% | $56.40万 | 加仓 |
| IJH | ISHARES TR 看涨期权 | $61.69万 | 0.02% | 8,000 | 8,000 | — | $61.69万 | 新建仓 |
| MP | MP MATERIALS CORP | $61.72万 | 0.02% | 11,020 | 2,820 | 34.4% | $15.79万 | 加仓 |
| WPM | WHEATON PRECIOUS METALS CORP | $61.78万 | 0.02% | 5,500 | 5,500 | — | $61.78万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $62.14万 | 0.02% | 3,805 | -3,634 | -48.9% | -$59.35万 | 减仓 |
| JBLU | JETBLUE AIRWAYS CORP | $62.34万 | 0.02% | 108,800 | 108,800 | — | $62.34万 | 新建仓 |
| JBLU | JETBLUE AIRWAYS CORP 看跌期权 | $62.34万 | 0.02% | 108,800 | 108,800 | — | $62.34万 | 新建仓 |
| NTRA | NATERA INC | $63.11万 | 0.02% | 2,325 | 2,325 | — | $63.11万 | 新建仓 |
| BA | BOEING CO 看涨期权 | $64.94万 | 0.02% | 3,000 | 3,000 | — | $64.94万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC | $65.95万 | 0.02% | 67,500 | 67,500 | — | $65.95万 | 新建仓 |
| KPTI | KARYOPHARM THERAPEUTICS INC 看跌期权 | $66.05万 | 0.02% | 67,600 | 67,600 | — | $66.05万 | 新建仓 |
| ANNX | ANNEXON INC | $66.26万 | 0.02% | 116,046 | -54,771 | -32.1% | -$31.27万 | 减仓 |
| OCUL | OCULAR THERAPEUTIX INC 看跌期权 | $66.38万 | 0.02% | 67,600 | 67,600 | — | $66.38万 | 新建仓 |
| DUOL | DUOLINGO INC | $66.60万 | 0.02% | 5,790 | 5,790 | — | $66.60万 | 新建仓 |
| NLY | ANNALY CAPITAL MANAGEMENT IN 看跌期权 | $66.63万 | 0.02% | 29,800 | 29,800 | — | $66.63万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC 看涨期权 | $67.23万 | 0.02% | 45,000 | 45,000 | — | $67.23万 | 新建仓 |
| VMRK | EQUITY RESIDENTIAL 看涨期权 | $67.25万 | 0.02% | 9,900 | 9,900 | — | $67.25万 | 新建仓 |
| HAL | HALLIBURTON CO 看涨期权 | $67.90万 | 0.02% | 20,000 | 0 | 0.0% | — | 不变 |
| IREN | IREN LIMITED 看跌期权 | $68.59万 | 0.02% | 15,000 | 15,000 | — | $68.59万 | 新建仓 |
| LVS | LAS VEGAS SANDS CORP 看涨期权 | $69.28万 | 0.02% | 15,000 | -20,100 | -57.3% | -$92.84万 | 减仓 |
| NFLX | NETFLIX INC. 看涨期权 | $71.40万 | 0.02% | 10,000 | 8,000 | 400.0% | $57.12万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR | $72.02万 | 0.02% | 14,168 | -10,541 | -42.7% | -$53.58万 | 减仓 |
| ABVX | ABIVAX SA | $72.57万 | 0.02% | 5,446 | -7,303 | -57.3% | -$97.32万 | 减仓 |
| ALMS | ALUMIS INC | $72.73万 | 0.02% | 25,846 | 2,398 | 10.2% | $6.75万 | 加仓 |
| CW | CURTISS WRIGHT CORP | $72.75万 | 0.02% | 960 | 960 | — | $72.75万 | 新建仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $73.09万 | 0.02% | 5,000 | -5,000 | -50.0% | -$73.09万 | 减仓 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $73.09万 | 0.02% | 5,000 | -5,000 | -50.0% | -$73.09万 | 减仓 |
| NN | NEXTNAV INC | $73.45万 | 0.02% | 41,197 | 41,197 | — | $73.45万 | 新建仓 |
| BP | BP PLC 看涨期权 | $73.90万 | 0.02% | 20,000 | 20,000 | — | $73.90万 | 新建仓 |
| CPNG | COUPANG INC | $74.86万 | 0.02% | 43,100 | 43,100 | — | $74.86万 | 新建仓 |
| MGNI | MAGNITE INC 看涨期权 | $75.92万 | 0.02% | 40,000 | 40,000 | — | $75.92万 | 新建仓 |
| XYZ | BLOCK INC 看跌期权 | $76.00万 | 0.02% | 10,000 | 10,000 | — | $76.00万 | 新建仓 |
| LAMR | LAMAR ADVERTISING CO | $76.04万 | 0.02% | 4,875 | 4,875 | — | $76.04万 | 新建仓 |
| NET | CLOUDFLARE INC | $77.78万 | 0.02% | 3,171 | -47,529 | -93.7% | -$1,165.79万 | 减仓 |
| NOW | SERVICENOW INC | $79.57万 | 0.02% | 8,015 | -14,380 | -64.2% | -$142.76万 | 减仓 |
| ONON | ON HLDG AG 看跌期权 | $79.69万 | 0.02% | 22,500 | 0 | 0.0% | — | 不变 |
| BMNR | BITMINE IMMERSION TECHS INC 看跌期权 | $79.86万 | 0.02% | 60,000 | 60,000 | — | $79.86万 | 新建仓 |
| VTR | VENTAS INC 看涨期权 | $79.92万 | 0.02% | 9,000 | -2,600 | -22.4% | -$23.09万 | 减仓 |