13F 机构持仓

J. Goldman & Co LP

NEW YORK NY · SEC CIK 0001412741

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$38.72亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

SIRI 2.2%
IWM 看跌期权 1.8%
AZO 1.7%
QQQ 看跌期权 1.6%
XLP 1.5%
S 1.5%
WRBY 1.4%
GO 1.2%
DXYZ 1.1%
ROKU 1.1%

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
APP APPLOVIN CORP $28.03万0.01%544 544— $28.03万 新建仓
CL COLGATE PALMOLIVE CO $27.98万0.01%3,052 3,052— $27.98万 新建仓
TOST TOAST INC $27.82万0.01%10,000 10,000— $27.82万 新建仓
RCL ROYAL CARIBBEAN GROUP $27.82万0.01%876 -7,643-89.7% -$242.69万 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
ONON ON HLDG AG $27.27万0.01%7,700 -75-1.0% -$2,656 减仓
PAAS PAN AMERN SILVER CORP 看涨期权 $26.87万0.01%6,000 1,00020.0% $4.48万 重新持有
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
IWM ISHARES TR $26.65万0.01%887 -1,966-68.9% -$59.07万 减仓
SBAC SBA COMMUNICATIONS CORP $26.47万0.01%1,500 1,500— $26.47万 新建仓
HUM HUMANA INC $25.82万0.01%650 650— $25.82万 新建仓
EQT EQT CORP $25.73万0.01%4,840 4,840— $25.73万 新建仓
CARS CARS COM INC 看跌期权 $25.49万0.01%23,300 23,300— $25.49万 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
UPS UNITED PARCEL SVCS INC $25.26万0.01%2,350 2,350— $25.26万 新建仓
CRCL CIRCLE INTERNET GROUP INC 看跌期权 $25.05万0.01%4,000 4,000— $25.05万 新建仓
ACN ACCENTURE PLC IRELAND 看跌期权 $24.89万0.01%2,000 -5,000-71.4% -$62.22万 减仓
AMT AMERICAN TOWER CORP $24.55万0.01%1,501 1,501— $24.55万 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
RSG REPUBLIC SVCS INC $24.33万0.01%1,142 1,142— $24.33万 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
OHI OMEGA HEALTHCARE INVS INC $23.84万0.01%5,000 5,000— $23.84万 新建仓
TE T1 ENERGY INC 看涨期权 $23.70万0.01%25,000 25,000— $23.70万 新建仓
AXP AMERICAN EXPRESS CO $23.68万0.01%700 -565-44.7% -$19.11万 减仓
— AARDVARK THERAPEUTICS INC $23.33万0.01%40,500 40,500— $23.33万 新建仓
IMTX IMMATICS N.V $23.08万0.01%22,788 00.0% — 不变
STLA STELLANTIS N.V $22.96万0.01%40,000 40,000— $22.96万 新建仓
BE BLOOM ENERGY CORP $22.70万0.01%750 750— $22.70万 新建仓
PAGS PAGSEGURO DIGITAL LTD 看涨期权 $22.62万0.01%25,000 5,00025.0% $4.53万 加仓
EOSE EOS ENERGY ENTERPRISES INC $22.44万0.01%38,155 38,155— $22.44万 新建仓
FIZZ NATIONAL BEVERAGE CORP $22.17万0.01%7,105 7,105— $22.17万 新建仓
VPG VISHAY PRECISION GROUP INC $21.74万0.01%1,450 -35,914-96.1% -$538.39万 减仓
BFH BREAD FINANCIAL HOLDINGS INC $21.67万0.01%2,000 -130,585-98.5% -$1,414.89万 减仓
BIZD VANECK ETF TRUST $21.21万0.01%16,750 16,750— $21.21万 新建仓
NKE NIKE INC 看跌期权 $20.52万0.01%5,000 00.0% — 不变
FLUT FLUTTER ENTMT PLC 看跌期权 $20.43万0.01%2,000 2,000— $20.43万 新建仓
PEP PEPSICO INC $20.31万0.01%1,500 -10,100-87.1% -$136.75万 减仓
DSAC DAEDALUS SPL ACQUISITION COR 看涨期权 $19.98万0.01%312,500 00.0% — 不变
CRWV COREWEAVE INC 看涨期权 $19.91万0.01%2,000 2,000— $19.91万 新建仓
VG VENTURE GLOBAL INC $19.48万0.01%17,500 17,500— $19.48万 新建仓
ZVRA ZEVRA THERAPEUTICS INC $19.35万0.00%13,497 00.0% — 不变
— MEDIWOUND LTD $19.21万0.00%13,070 00.0% — 不变
BTG B2GOLD CORP 看跌期权 $19.19万0.00%51,300 51,300— $19.19万 新建仓
DASH DOORDASH INC 看跌期权 $18.45万0.00%1,000 1,000— $18.45万 新建仓
PAYO PAYONEER GLOBAL INC 看跌期权 $17.80万0.00%25,000 -44,500-64.0% -$31.68万 减仓
AXP AMERICAN EXPRESS CO 看跌期权 $16.91万0.00%500 -1,000-66.7% -$33.83万 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
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
FISV FISERV INC 看跌期权 $14.71万0.00%3,000 3,000— $14.71万 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
PANW PALO ALTO NETWORKS INC 看涨期权 $13.64万0.00%400 400— $13.64万 新建仓
SRPT SAREPTA THERAPEUTICS INC 看涨期权 $13.48万0.00%7,500 00.0% — 不变
— MAXCYTE INC $12.27万0.00%99,728 99,728— $12.27万 新建仓
AKAM AKAMAI TECHNOLOGIES INC 看涨期权 $11.82万0.00%1,000 -12,000-92.3% -$141.85万 减仓
PLTR PALANTIR TECHNOLOGIES INC 看跌期权 $11.67万0.00%1,000 -1,000-50.0% -$11.67万 减仓
KRSP RICE ACQUISITION CORP 3 看涨期权 $11.67万0.00%116,666 00.0% — 不变
SHOP SHOPIFY INC 看涨期权 $11.42万0.00%1,000 00.0% — 不变
SHOP SHOPIFY INC 看跌期权 $11.42万0.00%1,000 500100.0% $5.71万 加仓
FCRS FUTURECREST ACQUISITION CORP 看涨期权 $10.77万0.00%127,212 00.0% — 不变
PCAP PROCAP ACQUISITION CORP 看涨期权 $10.71万0.00%329,286 00.0% — 不变
ARI APOLLO COML REAL ESTATE FIN 看跌期权 $10.68万0.00%10,000 00.0% — 不变
BCSS BAIN CAP GSS INVT CORP 看涨期权 $10.15万0.00%140,000 00.0% — 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
— 1RT ACQUISITION CORP. 看涨期权 $10.07万0.00%175,000 00.0% — 不变
NXDR NEXTDOOR HOLDINGS INC $8.82万0.00%38,875 -244,146-86.3% -$55.42万 重新持有
SOC SABLE OFFSHORE CORP 看涨期权 $7.70万0.00%25,000 25,000— $7.70万 新建仓
BIZD VANECK ETF TRUST 看跌期权 $6.08万0.00%4,800 4,800— $6.08万 新建仓
— RENATUS TACTICAL ACQUIS 看涨期权 $4.64万0.00%60,000 00.0% — 不变
SVIV SPRING VY ACQUISITION CORP I 看涨期权 $4.27万0.00%43,750 00.0% — 不变
KRAQ KRAKACQUISITION CORPORATION 看涨期权 $4.24万0.00%87,499 00.0% — 不变
ARM ARM HOLDINGS PLC 看涨期权 $3.55万0.00%100 100— $3.55万 新建仓
CCII COHEN CIRCLE ACQUISIT CORP I 看涨期权 $3.42万0.00%45,624 00.0% — 不变
— LIFEZONE METALS LIMITED 看涨期权 $3.19万0.00%75,000 00.0% — 不变
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
TOST TOAST INC 看跌期权 $2.78万0.00%1,000 1,000— $2.78万 新建仓
NET CLOUDFLARE INC 看涨期权 $2.45万0.00%100 -10,900-99.1% -$267.36万 减仓
IEAG INFINITE EAGLE ACQUISITION C 看涨期权 $2.00万0.00%96,250 00.0% — 不变
ORCL ORACLE CORP 看涨期权 $1.47万0.00%100 -14,900-99.3% -$218.36万 减仓
GTM ZOOMINFO TECHNOLOGIES INC 看涨期权 $1.47万0.00%5,000 00.0% — 不变
NOK NOKIA CORP 看涨期权 $1.33万0.00%1,000 1,000— $1.33万 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
FVRR FIVERR INTL LTD 看跌期权 $1.03万0.00%1,000 1,000— $1.03万 新建仓
WENN WEN ACQUISITION CORP 看涨期权 $6,0380.00%17,500 00.0% — 不变
CARR CARRIER GLOBAL CORPORATION $00.00%0 -796,738-100.0% -$4,486.43万 清仓
LLY ELI LILLY & CO 看涨期权 $00.00%0 -46,200-100.0% -$4,249.34万 清仓
ABT ABBOTT LABORATORIES $00.00%0 -289,212-100.0% -$2,969.34万 清仓
TSCO TRACTOR SUPPLY CO $00.00%0 -649,023-100.0% -$2,940.07万 清仓
ROKU ROKU INC 看涨期权 $00.00%0 -285,800-100.0% -$2,704.24万 清仓
CR CRANE COMPANY $00.00%0 -154,540-100.0% -$2,642.63万 清仓
GXO GXO LOGISTICS INCORPORATED $00.00%0 -466,028-100.0% -$2,416.36万 清仓
VSXY VICTORIAS SECRET AND CO $00.00%0 -485,286-100.0% -$2,249.79万 清仓
SARO STANDARDAERO INC $00.00%0 -769,996-100.0% -$1,988.90万 清仓
WU WESTERN UN CO $00.00%0 -2,254,146-100.0% -$1,967.87万 清仓
LLY ELI LILLY & CO $00.00%0 -21,180-100.0% -$1,948.07万 清仓
TSN TYSON FOODS INC $00.00%0 -268,669-100.0% -$1,721.36万 清仓
IEX IDEX CORP $00.00%0 -87,835-100.0% -$1,664.91万 清仓
NCLH NORWEGIAN CRUISE LINE HLDGS 看涨期权 $00.00%0 -885,000-100.0% -$1,654.95万 清仓
TSLA TESLA INC 看涨期权 $00.00%0 -43,700-100.0% -$1,624.55万 清仓
SPOT SPOTIFY TECHNOLOGY S A $00.00%0 -32,502-100.0% -$1,576.05万 清仓