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 |
|---|---|---|---|---|---|---|---|---|
| ELVN | ENLIVEN THERAPEUTICS INC | $569.05万 | 0.15% | 112,129 | 83,467 | 291.2% | $423.60万 | 加仓 |
| BIDU | BAIDU INC | $571.45万 | 0.15% | 50,000 | -58,850 | -54.1% | -$672.60万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC 看涨期权 | $574.97万 | 0.15% | 19,100 | 11,100 | 138.8% | $334.14万 | 加仓 |
| HUBG | HUB GROUP INC | $576.70万 | 0.15% | 131,696 | 131,696 | — | $576.70万 | 新建仓 |
| NVDA | NVIDIA CORPORATION 看涨期权 | $578.26万 | 0.15% | 28,900 | 28,900 | — | $578.26万 | 新建仓 |
| NUE | NUCOR CORP | $579.66万 | 0.15% | 26,023 | 26,023 | — | $579.66万 | 新建仓 |
| AER | AERCAP HOLDINGS NV | $586.15万 | 0.15% | 40,208 | 40,208 | — | $586.15万 | 新建仓 |
| LRCX | LAM RESEARCH CORP | $605.58万 | 0.16% | 13,975 | -36,143 | -72.1% | -$1,566.18万 | 重新持有 |
| NFLX | NETFLIX INC. 看跌期权 | $606.90万 | 0.16% | 85,000 | -70,000 | -45.2% | -$499.80万 | 减仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $611.52万 | 0.16% | 12,311 | 12,311 | — | $611.52万 | 新建仓 |
| KMX | CARMAX INC | $611.86万 | 0.16% | 115,685 | 115,685 | — | $611.86万 | 新建仓 |
| NKE | NIKE INC 看涨期权 | $615.75万 | 0.16% | 150,000 | 25,000 | 20.0% | $102.62万 | 加仓 |
| WAT | WATERS CORP | $618.18万 | 0.16% | 16,483 | 3,190 | 24.0% | $119.64万 | 加仓 |
| BXP | BXP INC 看跌期权 | $620.00万 | 0.16% | 93,500 | 93,500 | — | $620.00万 | 新建仓 |
| VREX | VAREX IMAGING CORP | $621.47万 | 0.16% | 595,844 | 595,844 | — | $621.47万 | 新建仓 |
| RKT | ROCKET COS INC 看涨期权 | $622.12万 | 0.16% | 395,000 | 267,700 | 210.3% | $421.63万 | 加仓 |
| AGLT | CHURCHILL CAP CORP XI | $626.02万 | 0.16% | 358,750 | 358,750 | — | $626.02万 | 新建仓 |
| DLO | DLOCAL LTD | $632.86万 | 0.16% | 487,000 | 262,000 | 116.4% | $340.47万 | 加仓 |
| INTC | INTEL CORP | $639.66万 | 0.17% | 45,811 | 23,979 | 109.8% | $334.82万 | 加仓 |
| BWA | BORGWARNER INC 看涨期权 | $640.76万 | 0.17% | 96,500 | 96,500 | — | $640.76万 | 新建仓 |
| CEPV | CANTOR EQUITY PARTNERS V INC | $659.69万 | 0.17% | 639,696 | 202,196 | 46.2% | $208.51万 | 加仓 |
| — | NEWHOLD INVT CORP III | $661.57万 | 0.17% | 607,500 | 607,500 | — | $661.57万 | 新建仓 |
| IBB | ISHARES TR 看跌期权 | $663.76万 | 0.17% | 34,900 | -5,100 | -12.8% | -$97.00万 | 重新持有 |
| LUV | SOUTHWEST AIRLS CO | $688.51万 | 0.18% | 133,900 | 133,900 | — | $688.51万 | 新建仓 |
| NXPI | NXP SEMICONDUCTORS N V | $688.83万 | 0.18% | 24,511 | -9,078 | -27.0% | -$255.12万 | 减仓 |
| ZM | ZOOM COMMUNICATIONS INC | $690.80万 | 0.18% | 80,037 | 43,357 | 118.2% | $374.21万 | 加仓 |
| GME | GAMESTOP CORP 看涨期权 | $695.74万 | 0.18% | 315,100 | -96,400 | -23.4% | -$212.85万 | 减仓 |
| ANET | ARISTA NETWORKS INC | $696.88万 | 0.18% | 41,022 | 36,488 | 804.8% | $619.86万 | 重新持有 |
| IYR | ISHARES TR | $698.34万 | 0.18% | 68,297 | 24,000 | 54.2% | $245.40万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $707.08万 | 0.18% | 37,113 | -129,047 | -77.7% | -$2,458.60万 | 减仓 |
| NRGV | ENERGY VAULT HOLDINGS INC | $708.49万 | 0.18% | 1,504,234 | 1,504,234 | — | $708.49万 | 新建仓 |
| MCHB | MECHANICS BANCORP | $715.43万 | 0.18% | 449,959 | -234,226 | -34.2% | -$372.42万 | 减仓 |
| — | 1RT ACQUISITION CORP. | $717.50万 | 0.19% | 700,000 | 0 | 0.0% | — | 不变 |
| CCI | CROWN CASTLE INC 看涨期权 | $719.43万 | 0.19% | 95,000 | 78,900 | 490.1% | $597.51万 | 加仓 |
| OUT | OUTFRONT MEDIA INC 看涨期权 | $720.72万 | 0.19% | 220,000 | 220,000 | — | $720.72万 | 新建仓 |
| EXR | EXTRA SPACE STORAGE INC 看跌期权 | $726.50万 | 0.19% | 50,000 | 50,000 | — | $726.50万 | 新建仓 |
| IYT | ISHARES TR | $728.89万 | 0.19% | 84,022 | -20,552 | -19.7% | -$178.29万 | 减仓 |
| IRM | IRON MTN INC DEL 看涨期权 | $750.28万 | 0.19% | 59,400 | 50,000 | 531.9% | $631.55万 | 加仓 |
| MAX | MEDIAALPHA INC | $751.77万 | 0.19% | 598,070 | -584,603 | -49.4% | -$734.85万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC 看跌期权 | $755.05万 | 0.20% | 17,500 | 0 | 0.0% | — | 不变 |
| PKG | PACKAGING CORP AMER | $760.59万 | 0.20% | 31,920 | 14,830 | 86.8% | $353.37万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $771.37万 | 0.20% | 143,886 | -418,021 | -74.4% | -$2,241.01万 | 减仓 |
| HLXC | HELIX ACQUISITION CORP III | $771.40万 | 0.20% | 725,000 | 175,000 | 31.8% | $186.20万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $771.88万 | 0.20% | 48,650 | -44,896 | -48.0% | -$712.32万 | 重新持有 |
| GM | GENERAL MTRS CO 看跌期权 | $772.34万 | 0.20% | 100,200 | 100,200 | — | $772.34万 | 新建仓 |
| DAL | DELTA AIR LINES INC 看跌期权 | $772.70万 | 0.20% | 82,500 | 7,500 | 10.0% | $70.25万 | 加仓 |
| CART | MAPLEBEAR INC | $772.99万 | 0.20% | 163,250 | 163,250 | — | $772.99万 | 新建仓 |
| HEI | HEICO CORP NEW | $776.85万 | 0.20% | 21,810 | 21,810 | — | $776.85万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP | $778.10万 | 0.20% | 82,304 | -21,070 | -20.4% | -$199.20万 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $782.68万 | 0.20% | 57,554 | 37,513 | 187.2% | $510.14万 | 加仓 |
| URGN | UROGEN PHARMA LTD | $783.01万 | 0.20% | 212,775 | -726,095 | -77.3% | -$2,672.03万 | 减仓 |
| AAP | ADVANCE AUTO PARTS INC | $785.13万 | 0.20% | 126,186 | 107,746 | 584.3% | $670.40万 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS | $794.28万 | 0.21% | 28,245 | -44,235 | -61.0% | -$1,243.93万 | 重新持有 |
| AMD | ADVANCED MICRO DEVICES INC | $797.65万 | 0.21% | 13,731 | 5,425 | 65.3% | $315.14万 | 加仓 |
| EXR | EXTRA SPACE STORAGE INC 看涨期权 | $799.15万 | 0.21% | 55,000 | 55,000 | — | $799.15万 | 新建仓 |
| — | AGRICULTURE & NAT SOL ACQ CO | $799.40万 | 0.21% | 700,000 | 0 | 0.0% | — | 不变 |
| ARDX | ARDELYX INC | $805.71万 | 0.21% | 1,579,828 | -1,420,685 | -47.3% | -$724.55万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $813.26万 | 0.21% | 601,972 | 395,762 | 191.9% | $534.67万 | 加仓 |
| QQQ | INVESCO QQQ TR | $820.35万 | 0.21% | 11,140 | 10,264 | 1,171.7% | $755.84万 | 加仓 |
| XLE | SELECT SECTOR SPDR TR | $824.02万 | 0.21% | 155,153 | 129,628 | 507.8% | $688.45万 | 加仓 |
| CEPF | CANTOR EQUITY PARTNERS IV IN | $827.30万 | 0.21% | 795,478 | 287,569 | 56.6% | $299.07万 | 加仓 |
| NVDA | NVIDIA CORPORATION | $855.34万 | 0.22% | 42,748 | -16,388 | -27.7% | -$327.91万 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC 看跌期权 | $871.37万 | 0.23% | 15,000 | -5,000 | -25.0% | -$290.45万 | 减仓 |
| TMUS | T-MOBILE US INC 看涨期权 | $882.26万 | 0.23% | 52,600 | 26,300 | 100.0% | $441.13万 | 加仓 |
| PRMB | PRIMO BRANDS CORPORATION | $896.22万 | 0.23% | 366,701 | -150,959 | -29.2% | -$368.94万 | 减仓 |
| MATX | MATSON INC | $897.91万 | 0.23% | 46,710 | 46,710 | — | $897.91万 | 新建仓 |
| LCID | LUCID GROUP INC 看跌期权 | $903.15万 | 0.23% | 1,350,000 | 1,350,000 | — | $903.15万 | 新建仓 |
| TEX | TEREX CORP NEW | $907.59万 | 0.23% | 125,375 | 125,375 | — | $907.59万 | 新建仓 |
| SXI | STANDEX INTL CORP | $907.62万 | 0.23% | 25,376 | -8,782 | -25.7% | -$314.11万 | 减仓 |
| R | RYDER SYS INC | $917.60万 | 0.24% | 34,788 | 34,788 | — | $917.60万 | 新建仓 |
| DELL | DELL TECHNOLOGIES INC | $918.92万 | 0.24% | 21,298 | 12,118 | 132.0% | $522.84万 | 加仓 |
| QCOM | QUALCOMM INC | $930.51万 | 0.24% | 50,355 | 50,355 | — | $930.51万 | 新建仓 |
| KD | KYNDRYL HLDGS INC 看跌期权 | $931.94万 | 0.24% | 824,000 | 824,000 | — | $931.94万 | 新建仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $933.80万 | 0.24% | 92,000 | -141,400 | -60.6% | -$1,435.21万 | 减仓 |
| GPC | GENUINE PARTS CO | $937.08万 | 0.24% | 79,427 | 55,782 | 235.9% | $658.12万 | 重新持有 |
| LINC | LINCOLN EDL SVCS CORP | $941.95万 | 0.24% | 188,767 | 188,767 | — | $941.95万 | 新建仓 |
| LTM | LATAM AIRLINES GROUP SA | $951.75万 | 0.25% | 163,334 | 163,334 | — | $951.75万 | 新建仓 |
| META | META PLATFORMS INC | $981.19万 | 0.25% | 17,419 | -7,810 | -31.0% | -$439.93万 | 减仓 |
| NPO | ENPRO INC | $983.18万 | 0.25% | 26,084 | -18,411 | -41.4% | -$693.97万 | 减仓 |
| DIA | STATE STR SPDR DOW JONES IND | $984.29万 | 0.25% | 18,842 | -4,595 | -19.6% | -$240.04万 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $988.47万 | 0.26% | 71,067 | 71,067 | — | $988.47万 | 新建仓 |
| GLOB | GLOBANT S A | $1,002.41万 | 0.26% | 346,374 | -26,251 | -7.0% | -$75.97万 | 重新持有 |
| SHOO | MADDEN STEVEN LTD 看涨期权 | $1,006.19万 | 0.26% | 239,000 | -103,500 | -30.2% | -$435.74万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,025.32万 | 0.26% | 53,828 | 42,244 | 364.7% | $804.66万 | 加仓 |
| CAPR | CAPRICOR THERAPEUTICS INC | $1,028.99万 | 0.27% | 427,321 | -114,201 | -21.1% | -$275.00万 | 减仓 |
| TXRH | TEXAS ROADHOUSE INC | $1,043.38万 | 0.27% | 53,997 | 53,997 | — | $1,043.38万 | 新建仓 |
| KRAQ | KRAKACQUISITION CORPORATION | $1,049.11万 | 0.27% | 1,049,106 | 699,106 | 199.7% | $699.11万 | 加仓 |
| NWAX | NEW AMER ACQUISITION I CORP | $1,071.41万 | 0.28% | 1,055,580 | -218,076 | -17.1% | -$221.35万 | 减仓 |
| CSX | CSX CORP | $1,093.30万 | 0.28% | 230,023 | 202,023 | 721.5% | $960.22万 | 加仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $1,116.95万 | 0.29% | 33,800 | -45,084 | -57.2% | -$1,489.85万 | 减仓 |
| OUT | OUTFRONT MEDIA INC | $1,123.11万 | 0.29% | 342,831 | -382,447 | -52.7% | -$1,252.90万 | 减仓 |
| GIL | GILDAN ACTIVEWEAR INC 看涨期权 | $1,136.23万 | 0.29% | 220,200 | 220,200 | — | $1,136.23万 | 新建仓 |
| CCI | CROWN CASTLE INC | $1,148.72万 | 0.30% | 151,686 | 151,686 | — | $1,148.72万 | 新建仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,164.93万 | 0.30% | 38,698 | 35,330 | 1,049.0% | $1,063.54万 | 重新持有 |
| MPC | MARATHON PETE CORP | $1,172.37万 | 0.30% | 45,855 | 43,720 | 2,047.8% | $1,117.79万 | 重新持有 |
| FAST | FASTENAL CO 看涨期权 | $1,188.74万 | 0.31% | 247,500 | 247,500 | — | $1,188.74万 | 新建仓 |
| ASML | ASML HLDG NV | $1,193.66万 | 0.31% | 6,000 | 6,000 | — | $1,193.66万 | 新建仓 |
| META | META PLATFORMS INC 看涨期权 | $1,205.44万 | 0.31% | 21,400 | 3,300 | 18.2% | $185.89万 | 加仓 |
| TVA | TEXAS VENTURES ACQUISITION I | $1,223.37万 | 0.32% | 1,159,591 | 0 | 0.0% | — | 不变 |
| GO | GROCERY OUTLET HLDG CORP 看涨期权 | $1,237.62万 | 0.32% | 1,240,100 | 1,240,100 | — | $1,237.62万 | 新建仓 |