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 |
|---|---|---|---|---|---|---|---|---|
| CIEN | CIENA CORP | $257.49万 | 0.07% | 5,249 | 5,249 | — | $257.49万 | 新建仓 |
| DSGN | DESIGN THERAPEUTICS INC | $255.79万 | 0.07% | 176,770 | 176,770 | — | $255.79万 | 新建仓 |
| AAL | AMERICAN AIRLINES GROUP INC | $252.43万 | 0.07% | 139,694 | 139,694 | — | $252.43万 | 新建仓 |
| LCLN | LINCOLN INTL INC | $250.63万 | 0.06% | 105,000 | 105,000 | — | $250.63万 | 新建仓 |
| MARA | MARA HOLDINGS INC 看跌期权 | $250.02万 | 0.06% | 180,000 | 180,000 | — | $250.02万 | 新建仓 |
| NB | NIOCORP DEVS LTD | $248.93万 | 0.06% | 516,453 | 447,765 | 651.9% | $215.82万 | 加仓 |
| VSTM | VERASTEM INC | $248.33万 | 0.06% | 650,074 | -1,030,678 | -61.3% | -$393.72万 | 减仓 |
| V | VISA INC | $246.30万 | 0.06% | 7,179 | -59,506 | -89.2% | -$2,041.59万 | 重新持有 |
| CMCSA | COMCAST CORP NEW 看涨期权 | $245.75万 | 0.06% | 100,100 | -1,457,600 | -93.6% | -$3,578.41万 | 重新持有 |
| BUG | GLOBAL X FDS | $244.42万 | 0.06% | 64,000 | 64,000 | — | $244.42万 | 新建仓 |
| SUNC | SUNOCOCORP LLC | $242.05万 | 0.06% | 35,769 | 35,769 | — | $242.05万 | 新建仓 |
| SLDB | SOLID BIOSCIENCES INC | $241.92万 | 0.06% | 242,164 | -42,303 | -14.9% | -$42.26万 | 减仓 |
| UNP | UNION PAC CORP | $241.32万 | 0.06% | 8,872 | 8,872 | — | $241.32万 | 新建仓 |
| OHI | OMEGA HEALTHCARE INVS INC 看跌期权 | $238.40万 | 0.06% | 50,000 | 50,000 | — | $238.40万 | 新建仓 |
| JBHT | HUNT J B TRANS SVCS INC | $233.05万 | 0.06% | 8,052 | -27,740 | -77.5% | -$802.88万 | 减仓 |
| VRRM | VERRA MOBILITY CORP | $231.38万 | 0.06% | 544,420 | -1,048,763 | -65.8% | -$445.72万 | 重新持有 |
| — | RENATUS TACTICAL ACQUIS | $229.13万 | 0.06% | 218,633 | 0 | 0.0% | — | 不变 |
| CPB | THE CAMPBELLS COMPANY 看涨期权 | $228.94万 | 0.06% | 102,800 | 102,800 | — | $228.94万 | 新建仓 |
| GLPI | GAMING & LEISURE P | $225.62万 | 0.06% | 50,666 | -312,091 | -86.0% | -$1,389.74万 | 减仓 |
| HPQ | HP INC | $224.92万 | 0.06% | 102,517 | 102,517 | — | $224.92万 | 新建仓 |
| MSFT | MICROSOFT CORP 看跌期权 | $223.81万 | 0.06% | 6,000 | 4,000 | 200.0% | $149.21万 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $221.66万 | 0.06% | 2,297 | -6,703 | -74.5% | -$646.84万 | 重新持有 |
| PG | PROCTER & GAMBLE CO 看跌期权 | $219.96万 | 0.06% | 15,000 | 15,000 | — | $219.96万 | 新建仓 |
| PAGP | PLAINS GP HLDGS L P | $217.83万 | 0.06% | 89,751 | 89,751 | — | $217.83万 | 新建仓 |
| SONY | SONY GROUP CORP | $215.88万 | 0.06% | 107,619 | 45,797 | 74.1% | $91.87万 | 重新持有 |
| LINC | LINCOLN EDL SVCS CORP 看涨期权 | $214.57万 | 0.06% | 43,000 | 43,000 | — | $214.57万 | 新建仓 |
| VZ | VERIZON COMMUNICATIONS INC 看跌期权 | $211.70万 | 0.05% | 50,000 | -91,000 | -64.5% | -$385.29万 | 减仓 |
| BLK | BLACKROCK INC 看涨期权 | $211.54万 | 0.05% | 2,200 | 2,200 | — | $211.54万 | 新建仓 |
| PBA | PEMBINA PIPELINE CORP | $211.52万 | 0.05% | 45,733 | 45,733 | — | $211.52万 | 新建仓 |
| GPRE | GREEN PLAINS INC | $211.48万 | 0.05% | 137,506 | 137,506 | — | $211.48万 | 新建仓 |
| TER | TERADYNE INC | $208.24万 | 0.05% | 4,304 | 4,304 | — | $208.24万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD | $206.32万 | 0.05% | 13,300 | 13,300 | — | $206.32万 | 新建仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $205.73万 | 0.05% | 61,485 | -25,833 | -29.6% | -$86.44万 | 减仓 |
| IMMX | IMMIX BIOPHARMA INC | $204.89万 | 0.05% | 198,732 | -29,357 | -12.9% | -$30.27万 | 减仓 |
| CCJ | CAMECO CORP 看涨期权 | $203.72万 | 0.05% | 20,000 | 20,000 | — | $203.72万 | 新建仓 |
| NTRA | NATERA INC 看跌期权 | $203.59万 | 0.05% | 7,500 | 7,500 | — | $203.59万 | 新建仓 |
| BA | BOEING CO | $202.40万 | 0.05% | 9,350 | 3,100 | 49.6% | $67.11万 | 加仓 |
| XRT | SPDR SERIES TRUST 看跌期权 | $201.80万 | 0.05% | 23,000 | -37,000 | -61.7% | -$324.64万 | 减仓 |
| UDR | UDR INC 看涨期权 | $199.60万 | 0.05% | 50,000 | 50,000 | — | $199.60万 | 新建仓 |
| LSCC | LATTICE SEMICONDUCTOR CORP | $196.51万 | 0.05% | 12,847 | 12,847 | — | $196.51万 | 新建仓 |
| HII | HUNTINGTON INGALLS INDS INC 看涨期权 | $195.92万 | 0.05% | 7,000 | 7,000 | — | $195.92万 | 新建仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $195.89万 | 0.05% | 7,203 | -298 | -4.0% | -$8.10万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO 看跌期权 | $194.97万 | 0.05% | 12,500 | 12,500 | — | $194.97万 | 新建仓 |
| MLTX | MOONLAKE IMMUNOTHERAPEUTICS 看涨期权 | $194.70万 | 0.05% | 100,000 | -228,400 | -69.5% | -$444.69万 | 重新持有 |
| SIRI | SIRIUSXM HOLDINGS INC 看涨期权 | $194.08万 | 0.05% | 65,700 | 65,700 | — | $194.08万 | 新建仓 |
| SVIV | SPRING VY ACQUISITION CORP I | $193.22万 | 0.05% | 189,800 | 14,800 | 8.5% | $15.07万 | 加仓 |
| ECHO | ECHOSTAR CORP 看跌期权 | $192.85万 | 0.05% | 19,000 | 19,000 | — | $192.85万 | 新建仓 |
| — | RESEARCH ALLIANCE CORP III | $189.96万 | 0.05% | 177,531 | 177,531 | — | $189.96万 | 新建仓 |
| ON | ON SEMICONDUCTOR CORP 看跌期权 | $189.08万 | 0.05% | 20,000 | -7,500 | -27.3% | -$70.91万 | 减仓 |
| FCX | FREEPORT MCMORAN INC 看跌期权 | $188.67万 | 0.05% | 30,000 | -5,000 | -14.3% | -$31.45万 | 减仓 |
| MRVL | MARVELL TECHNOLOGY INC | $188.65万 | 0.05% | 6,333 | -2,300 | -26.6% | -$68.51万 | 减仓 |
| NEM | NEWMONT CORP 看跌期权 | $186.80万 | 0.05% | 20,000 | -10,000 | -33.3% | -$93.40万 | 减仓 |
| DVN | DEVON ENERGY CORP NEW 看跌期权 | $185.94万 | 0.05% | 45,000 | 20,000 | 80.0% | $82.64万 | 加仓 |
| QCOM | QUALCOMM INC 看跌期权 | $184.79万 | 0.05% | 10,000 | 10,000 | — | $184.79万 | 新建仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $184.77万 | 0.05% | 12,600 | 0 | 0.0% | — | 不变 |
| KOS | KOSMOS ENERGY LTD 看涨期权 | $184.65万 | 0.05% | 875,100 | 875,100 | — | $184.65万 | 新建仓 |
| MGM | MGM RESORTS INTERNATIONAL | $181.51万 | 0.05% | 37,964 | -254,320 | -87.0% | -$1,215.90万 | 减仓 |
| BKNG | BOOKING HOLDINGS INC | $180.88万 | 0.05% | 10,148 | 10,148 | — | $180.88万 | 新建仓 |
| OWL | BLUE OWL CAPITAL INC 看涨期权 | $178.94万 | 0.05% | 204,500 | -265,500 | -56.5% | -$232.31万 | 减仓 |
| GLPI | GAMING & LEISURE P 看跌期权 | $178.12万 | 0.05% | 40,000 | 40,000 | — | $178.12万 | 新建仓 |
| LQDA | LIQUIDIA CORPORATION | $177.00万 | 0.05% | 22,200 | 10,188 | 84.8% | $81.23万 | 加仓 |
| CNI | CANADIAN NATL RY CO | $176.73万 | 0.05% | 14,821 | 14,821 | — | $176.73万 | 新建仓 |
| FLG | FLAGSTAR BANK NATIONAL ASSOC 看跌期权 | $175.69万 | 0.05% | 117,600 | 117,600 | — | $175.69万 | 新建仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $175.07万 | 0.05% | 11,149 | -49,488 | -81.6% | -$777.11万 | 减仓 |
| JBL | JABIL INC | $173.47万 | 0.04% | 4,500 | 1,251 | 38.5% | $48.22万 | 加仓 |
| ZBIO | ZENAS BIOPHARMA INC | $173.17万 | 0.04% | 68,232 | 31,435 | 85.4% | $79.78万 | 加仓 |
| PUMP | PROPETRO HLDG CORP | $172.08万 | 0.04% | 120,000 | 120,000 | — | $172.08万 | 新建仓 |
| CVNA | CARVANA CO 看跌期权 | $171.13万 | 0.04% | 26,000 | 26,000 | — | $171.13万 | 新建仓 |
| PRMB | PRIMO BRANDS CORPORATION 看涨期权 | $171.08万 | 0.04% | 70,000 | -754,900 | -91.5% | -$1,844.98万 | 减仓 |
| PINS | PINTEREST INC | $170.34万 | 0.04% | 80,999 | 80,999 | — | $170.34万 | 新建仓 |
| EQX | EQUINOX GOLD CORP 看涨期权 | $170.10万 | 0.04% | 175,000 | -72,000 | -29.1% | -$69.98万 | 减仓 |
| WYNN | WYNN RESORTS LTD 看涨期权 | $169.91万 | 0.04% | 17,500 | -2,500 | -12.5% | -$24.27万 | 减仓 |
| IMCR | IMMUNOCORE HLDGS PLC | $169.64万 | 0.04% | 53,430 | -61,319 | -53.4% | -$194.69万 | 减仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $168.68万 | 0.04% | 26,800 | 12,259 | 84.3% | $77.16万 | 加仓 |
| MDB | MONGODB INC 看涨期权 | $167.95万 | 0.04% | 5,000 | 5,000 | — | $167.95万 | 新建仓 |
| KGS | KODIAK GAS SVCS INC | $166.79万 | 0.04% | 22,200 | 22,200 | — | $166.79万 | 新建仓 |
| CVX | CHEVRON CORPORATION 看跌期权 | $165.76万 | 0.04% | 10,000 | 10,000 | — | $165.76万 | 新建仓 |
| RIVN | RIVIAN AUTOMOTIVE INC | $164.82万 | 0.04% | 95,000 | -265,596 | -73.7% | -$460.81万 | 减仓 |
| MTZ | MASTEC INC | $164.76万 | 0.04% | 3,960 | -31,002 | -88.7% | -$1,289.87万 | 减仓 |
| KO | COCA COLA CO 看涨期权 | $162.54万 | 0.04% | 20,000 | 0 | 0.0% | — | 不变 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看涨期权 | $162.49万 | 0.04% | 6,500 | 6,500 | — | $162.49万 | 新建仓 |
| CSGP | COSTAR GROUP INC 看跌期权 | $161.42万 | 0.04% | 57,000 | 57,000 | — | $161.42万 | 新建仓 |
| EL | LAUDER ESTEE COS INC 看涨期权 | $157.90万 | 0.04% | 20,000 | -46,000 | -69.7% | -$363.17万 | 减仓 |
| CVX | CHEVRON CORPORATION | $157.65万 | 0.04% | 9,511 | 7,961 | 513.6% | $131.96万 | 加仓 |
| P | EVERPURE INC 看跌期权 | $157.58万 | 0.04% | 20,000 | 20,000 | — | $157.58万 | 新建仓 |
| P | EVERPURE INC 看涨期权 | $157.58万 | 0.04% | 20,000 | 20,000 | — | $157.58万 | 新建仓 |
| XLU | SELECT SECTOR SPDR TR | $157.24万 | 0.04% | 34,681 | 6,981 | 25.2% | $31.65万 | 加仓 |
| DUOL | DUOLINGO INC 看涨期权 | $155.28万 | 0.04% | 13,500 | 13,500 | — | $155.28万 | 新建仓 |
| AEM | AGNICO EAGLE MINES LTD 看跌期权 | $155.13万 | 0.04% | 10,000 | 10,000 | — | $155.13万 | 新建仓 |
| NEM | NEWMONT CORP | $154.11万 | 0.04% | 16,500 | 2,750 | 20.0% | $25.68万 | 加仓 |
| — | UNICYCIVE THERAPEUTICS INC | $153.52万 | 0.04% | 327,345 | 327,345 | — | $153.52万 | 新建仓 |
| CYTK | CYTOKINETICS INC | $153.36万 | 0.04% | 18,002 | 5,995 | 49.9% | $51.07万 | 加仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $151.54万 | 0.04% | 21,000 | 21,000 | — | $151.54万 | 新建仓 |
| TRVI | TREVI THERAPEUTICS INC | $151.06万 | 0.04% | 80,998 | -155,961 | -65.8% | -$290.87万 | 减仓 |
| SW | SMURFIT WESTROCK PLC | $151.02万 | 0.04% | 32,645 | 15,145 | 86.5% | $70.06万 | 加仓 |
| CVEO | CIVEO CORP CDA 看涨期权 | $150.85万 | 0.04% | 43,100 | 43,100 | — | $150.85万 | 新建仓 |
| TGB | TREKOR METALS LTD 看涨期权 | $150.67万 | 0.04% | 219,000 | 219,000 | — | $150.67万 | 新建仓 |
| IEAG | INFINITE EAGLE ACQUISITION C | $148.01万 | 0.04% | 146,255 | 50,005 | 52.0% | $50.61万 | 加仓 |
| NFLX | NETFLIX INC. | $145.67万 | 0.04% | 20,402 | 17,452 | 591.6% | $124.61万 | 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 |