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 |
|---|---|---|---|---|---|---|---|---|
| HIMS | HIMS & HERS HEALTH INC 看涨期权 | $81.13万 | 0.02% | 23,400 | 23,400 | — | $81.13万 | 新建仓 |
| FLEX | FLEX LTD | $82.80万 | 0.02% | 5,109 | 5,109 | — | $82.80万 | 新建仓 |
| VSH | VISHAY INTERTECHNOLOGY INC | $84.16万 | 0.02% | 15,649 | 3,049 | 24.2% | $16.40万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC 看涨期权 | $86.69万 | 0.02% | 36,000 | 16,000 | 80.0% | $38.53万 | 加仓 |
| SMRT | SMARTRENT INC | $86.95万 | 0.02% | 730,705 | 237,500 | 48.2% | $28.26万 | 加仓 |
| AFRM | AFFIRM HLDGS INC | $87.32万 | 0.02% | 10,708 | 10,708 | — | $87.32万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC 看跌期权 | $89.12万 | 0.02% | 5,000 | 5,000 | — | $89.12万 | 新建仓 |
| BKNG | BOOKING HOLDINGS INC 看涨期权 | $89.12万 | 0.02% | 5,000 | 5,000 | — | $89.12万 | 新建仓 |
| MWH | SOLV ENERGY INC | $89.37万 | 0.02% | 26,248 | 26,248 | — | $89.37万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看涨期权 | $90.35万 | 0.02% | 50,000 | 50,000 | — | $90.35万 | 新建仓 |
| FE | FIRSTENERGY CORP 看涨期权 | $90.80万 | 0.02% | 19,100 | 19,100 | — | $90.80万 | 新建仓 |
| BE | BLOOM ENERGY CORP 看跌期权 | $90.81万 | 0.02% | 3,000 | 3,000 | — | $90.81万 | 新建仓 |
| GERN | GERON CORP | $91.15万 | 0.02% | 712,124 | 101,465 | 16.6% | $12.99万 | 加仓 |
| U | UNITY SOFTWARE INC 看涨期权 | $91.46万 | 0.02% | 32,000 | -18,000 | -36.0% | -$51.44万 | 减仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $94.26万 | 0.02% | 46,847 | 46,847 | — | $94.26万 | 新建仓 |
| CART | MAPLEBEAR INC 看涨期权 | $94.70万 | 0.02% | 20,000 | 20,000 | — | $94.70万 | 新建仓 |
| — | KAZIA THERAPEUTICS LTD | $96.44万 | 0.02% | 68,491 | 68,491 | — | $96.44万 | 新建仓 |
| — | JOURNEY MED CORP | $97.41万 | 0.03% | 137,584 | -362,604 | -72.5% | -$256.72万 | 减仓 |
| HII | HUNTINGTON INGALLS INDS INC | $97.96万 | 0.03% | 3,500 | 3,500 | — | $97.96万 | 新建仓 |
| — | FORTE BIOSCIENCES INC | $98.14万 | 0.03% | 46,182 | -7,992 | -14.8% | -$16.98万 | 减仓 |
| FWONK | LIBERTY MEDIA CORP DEL 看涨期权 | $99.90万 | 0.03% | 10,500 | 10,500 | — | $99.90万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $99.93万 | 0.03% | 101,760 | 101,760 | — | $99.93万 | 新建仓 |
| WOLF | WOLFSPEED INC 看涨期权 | $100.36万 | 0.03% | 20,800 | 20,800 | — | $100.36万 | 新建仓 |
| IREN | IREN LIMITED | $100.61万 | 0.03% | 22,000 | 22,000 | — | $100.61万 | 新建仓 |
| GE | GE AEROSPACE | $100.61万 | 0.03% | 2,692 | 2,692 | — | $100.61万 | 新建仓 |
| BLK | BLACKROCK INC | $101.16万 | 0.03% | 1,052 | 1,052 | — | $101.16万 | 新建仓 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $101.22万 | 0.03% | 2,519 | 2,519 | — | $101.22万 | 新建仓 |
| EOSE | EOS ENERGY ENTERPRISES INC 看跌期权 | $101.49万 | 0.03% | 172,600 | 172,600 | — | $101.49万 | 新建仓 |
| BABA | ALIBABA GROUP HLDG LTD | $101.74万 | 0.03% | 10,600 | 6,650 | 168.4% | $63.83万 | 加仓 |
| MSOS | ADVISORSHARES TR 看涨期权 | $102.26万 | 0.03% | 201,300 | 96,700 | 92.4% | $49.12万 | 加仓 |
| BG | BUNGE GLOBAL SA 看涨期权 | $102.46万 | 0.03% | 9,600 | -5,400 | -36.0% | -$57.63万 | 减仓 |
| PHR | PHREESIA INC 看涨期权 | $102.90万 | 0.03% | 100,000 | 100,000 | — | $102.90万 | 新建仓 |
| NN | NEXTNAV INC 看涨期权 | $103.95万 | 0.03% | 58,300 | 58,300 | — | $103.95万 | 新建仓 |
| SHLS | SHOALS TECHNOLOGIES GROUP IN 看跌期权 | $103.95万 | 0.03% | 105,000 | 105,000 | — | $103.95万 | 新建仓 |
| HUBB | HUBBELL INC 看跌期权 | $104.64万 | 0.03% | 2,000 | 2,000 | — | $104.64万 | 新建仓 |
| HUBB | HUBBELL INC 看涨期权 | $104.64万 | 0.03% | 2,000 | 2,000 | — | $104.64万 | 新建仓 |
| WMB | WILLIAMS COS INC | $104.67万 | 0.03% | 14,080 | -29,837 | -67.9% | -$221.81万 | 减仓 |
| NYT | NEW YORK TIMES CO MTN BE 看涨期权 | $104.97万 | 0.03% | 15,000 | 15,000 | — | $104.97万 | 新建仓 |
| RLAY | RELAY THERAPEUTICS INC | $105.84万 | 0.03% | 56,569 | -7,068 | -11.1% | -$13.22万 | 减仓 |
| FSK | FS KKR CAP CORP 看涨期权 | $106.26万 | 0.03% | 101,200 | 0 | 0.0% | — | 不变 |
| EQT | EQT CORP 看跌期权 | $106.34万 | 0.03% | 20,000 | 20,000 | — | $106.34万 | 新建仓 |
| SMTC | SEMTECH CORP | $106.63万 | 0.03% | 6,588 | 2,362 | 55.9% | $38.23万 | 重新持有 |
| BSX | BOSTON SCIENTIFIC CORP 看跌期权 | $106.70万 | 0.03% | 25,000 | -17,500 | -41.2% | -$74.69万 | 减仓 |
| XPH | SPDR SERIES TRUST 看跌期权 | $107.36万 | 0.03% | 16,200 | 16,200 | — | $107.36万 | 新建仓 |
| — | PELTHOS THERAPEUTICS INC | $107.60万 | 0.03% | 38,075 | -12,340 | -24.5% | -$34.87万 | 减仓 |
| GLOB | GLOBANT S A 看涨期权 | $108.53万 | 0.03% | 37,500 | 35,500 | 1,775.0% | $102.74万 | 重新持有 |
| XBI | SPDR SERIES TRUST 看涨期权 | $110.78万 | 0.03% | 7,000 | -13,000 | -65.0% | -$205.72万 | 减仓 |
| MAX | MEDIAALPHA INC 看涨期权 | $111.12万 | 0.03% | 88,400 | -600,000 | -87.2% | -$754.20万 | 减仓 |
| DINO | HF SINCLAIR CORP | $111.44万 | 0.03% | 16,000 | -152,200 | -90.5% | -$1,060.07万 | 重新持有 |
| MGTX | MEIRAGTX HLDGS PLC 看涨期权 | $111.86万 | 0.03% | 82,800 | 82,800 | — | $111.86万 | 新建仓 |
| TMUS | T-MOBILE US INC | $111.96万 | 0.03% | 6,675 | -102,685 | -93.9% | -$1,722.34万 | 减仓 |
| MEC | MAYVILLE ENGR CO INC 看涨期权 | $112.38万 | 0.03% | 30,000 | 30,000 | — | $112.38万 | 新建仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $112.48万 | 0.03% | 4,000 | 4,000 | — | $112.48万 | 新建仓 |
| GDOT | GREEN DOT CORP | $112.60万 | 0.03% | 83,344 | -54,253 | -39.4% | -$73.30万 | 减仓 |
| DASH | DOORDASH INC | $113.69万 | 0.03% | 6,161 | 3,337 | 118.2% | $61.58万 | 重新持有 |
| FCX | FREEPORT MCMORAN INC 看涨期权 | $113.83万 | 0.03% | 18,100 | -30,000 | -62.4% | -$188.67万 | 减仓 |
| HST | HOST HOTELS & RESORTS INC 看跌期权 | $114.28万 | 0.03% | 48,200 | 48,200 | — | $114.28万 | 新建仓 |
| S | SENTINELONE INC 看涨期权 | $114.55万 | 0.03% | 67,500 | -1,320,200 | -95.1% | -$2,240.38万 | 重新持有 |
| PTGX | PROTAGONIST THERAPEUTICS INC | $115.40万 | 0.03% | 9,414 | -300 | -3.1% | -$3.68万 | 减仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $115.53万 | 0.03% | 1,547 | -3,864 | -71.4% | -$288.55万 | 减仓 |
| CACI | CACI INTL INC 看涨期权 | $115.81万 | 0.03% | 2,500 | 2,500 | — | $115.81万 | 新建仓 |
| ORKA | ORUKA THERAPEUTICS INC | $117.59万 | 0.03% | 12,356 | 12,356 | — | $117.59万 | 新建仓 |
| CORZ | CORE SCIENTIFIC INC NEW 看涨期权 | $117.71万 | 0.03% | 46,000 | 46,000 | — | $117.71万 | 新建仓 |
| BA | BOEING CO 看跌期权 | $121.22万 | 0.03% | 5,600 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $122.28万 | 0.03% | 3,278 | -8,221 | -71.5% | -$306.66万 | 减仓 |
| OWL | BLUE OWL CAPITAL INC 看跌期权 | $122.50万 | 0.03% | 140,000 | -215,000 | -60.6% | -$188.12万 | 减仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC 看涨期权 | $124.00万 | 0.03% | 67,500 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看跌期权 | $124.99万 | 0.03% | 5,000 | 5,000 | — | $124.99万 | 新建仓 |
| URGN | UROGEN PHARMA LTD 看涨期权 | $125.12万 | 0.03% | 34,000 | -16,000 | -32.0% | -$58.88万 | 减仓 |
| TLT | ISHARES TR | $126.21万 | 0.03% | 14,604 | 14,604 | — | $126.21万 | 新建仓 |
| ABVX | ABIVAX SA 看跌期权 | $126.60万 | 0.03% | 9,500 | 9,500 | — | $126.60万 | 新建仓 |
| IVA | INVENTIVA SA | $127.58万 | 0.03% | 337,500 | 233,982 | 226.0% | $88.45万 | 加仓 |
| BIZD | VANECK ETF TRUST 看涨期权 | $127.87万 | 0.03% | 101,000 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO 看涨期权 | $131.64万 | 0.03% | 20,000 | 20,000 | — | $131.64万 | 新建仓 |
| CBRE | CBRE GROUP INC 看跌期权 | $134.69万 | 0.03% | 10,000 | 10,000 | — | $134.69万 | 新建仓 |
| NOV | NOV INC | $135.37万 | 0.03% | 72,977 | 72,977 | — | $135.37万 | 新建仓 |
| COPX | GLOBAL X FDS 看跌期权 | $135.47万 | 0.03% | 17,600 | 17,600 | — | $135.47万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA 看跌期权 | $136.41万 | 0.04% | 30,000 | 10,000 | 50.0% | $45.47万 | 加仓 |
| SPCX | SPACE EXPLORATION TECHN CORP 看跌期权 | $136.69万 | 0.04% | 8,000 | 8,000 | — | $136.69万 | 新建仓 |
| YPF | YPF SOCIEDAD ANONIMA 看涨期权 | $136.86万 | 0.04% | 30,100 | 10,100 | 50.5% | $45.92万 | 加仓 |
| DVN | DEVON ENERGY CORP NEW | $136.89万 | 0.04% | 33,130 | 28,230 | 576.1% | $116.65万 | 加仓 |
| GM | GENERAL MTRS CO | $138.19万 | 0.04% | 17,928 | -220,518 | -92.5% | -$1,699.75万 | 减仓 |
| Q | QNITY ELECTRONICS INC 看涨期权 | $138.81万 | 0.04% | 8,500 | 3,500 | 70.0% | $57.16万 | 加仓 |
| GOOGL | ALPHABET INC 看涨期权 | $142.95万 | 0.04% | 4,000 | 2,000 | 100.0% | $71.47万 | 加仓 |
| MAC | MACERICH CO 看涨期权 | $144.34万 | 0.04% | 57,300 | 38,500 | 204.8% | $96.98万 | 加仓 |
| WULF | TERAWULF INC 看涨期权 | $145.24万 | 0.04% | 58,800 | -620,200 | -91.3% | -$1,531.89万 | 重新持有 |
| NFLX | NETFLIX INC. | $145.67万 | 0.04% | 20,402 | 17,452 | 591.6% | $124.61万 | 加仓 |
| IEAG | INFINITE EAGLE ACQUISITION C | $148.01万 | 0.04% | 146,255 | 50,005 | 52.0% | $50.61万 | 加仓 |
| TGB | TREKOR METALS LTD 看涨期权 | $150.67万 | 0.04% | 219,000 | 219,000 | — | $150.67万 | 新建仓 |
| CVEO | CIVEO CORP CDA 看涨期权 | $150.85万 | 0.04% | 43,100 | 43,100 | — | $150.85万 | 新建仓 |
| SW | SMURFIT WESTROCK PLC | $151.02万 | 0.04% | 32,645 | 15,145 | 86.5% | $70.06万 | 加仓 |
| TRVI | TREVI THERAPEUTICS INC | $151.06万 | 0.04% | 80,998 | -155,961 | -65.8% | -$290.87万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $151.54万 | 0.04% | 21,000 | 21,000 | — | $151.54万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $153.36万 | 0.04% | 18,002 | 5,995 | 49.9% | $51.07万 | 加仓 |
| — | UNICYCIVE THERAPEUTICS INC | $153.52万 | 0.04% | 327,345 | 327,345 | — | $153.52万 | 新建仓 |
| NEM | NEWMONT CORP | $154.11万 | 0.04% | 16,500 | 2,750 | 20.0% | $25.68万 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD 看跌期权 | $155.13万 | 0.04% | 10,000 | 10,000 | — | $155.13万 | 新建仓 |
| DUOL | DUOLINGO INC 看涨期权 | $155.28万 | 0.04% | 13,500 | 13,500 | — | $155.28万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $157.24万 | 0.04% | 34,681 | 6,981 | 25.2% | $31.65万 | 加仓 |
| P | EVERPURE INC 看跌期权 | $157.58万 | 0.04% | 20,000 | 20,000 | — | $157.58万 | 新建仓 |