JANE STREET GROUP, LLC
NEW YORK NY · SEC CIK 0001595888
$1.21万亿2026Q2 申报市值
11,385持仓数
32.5%前十大占比 · 第一大 9.6%
1796 / 2652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
SPY 加仓+$178.99亿
AMZN 加仓+$23.62亿
NVDA 加仓+$21.20亿
MSFT 加仓+$16.12亿
STX 加仓+$14.03亿
2026Q2 卖出最多 按季末市值估算
MRVL 减仓-$25.99亿
DELL 减仓-$16.31亿
AVGO 减仓-$14.65亿
SNDK 减仓-$14.32亿
MU 减仓-$12.45亿
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 |
|---|---|---|---|---|---|---|---|---|
| SOXX | ISHARES TR 看涨期权 | $16.23亿 | 0.13% | 2,533,700 | 1,828,400 | 259.2% | $11.72亿 | 加仓 |
| CRM | SALESFORCE INC 看跌期权 | $16.23亿 | 0.13% | 10,358,900 | -730,900 | -6.6% | -$1.15亿 | 减仓 |
| CRWD | CROWDSTRIKE HLDGS INC 看跌期权 | $16.21亿 | 0.13% | 2,123,900 | -218,400 | -9.3% | -$1.67亿 | 减仓 |
| GDX | VANECK ETF TRUST 看跌期权 | $15.79亿 | 0.13% | 20,923,500 | 9,812,800 | 88.3% | $7.40亿 | 加仓 |
| PDD | PDD HOLDINGS INC 看跌期权 | $15.58亿 | 0.13% | 20,421,600 | 14,759,300 | 260.7% | $11.26亿 | 加仓 |
| CRWV | COREWEAVE INC 看涨期权 | $15.53亿 | 0.13% | 15,601,500 | 1,906,300 | 13.9% | $1.90亿 | 加仓 |
| ARM | ARM HOLDINGS PLC 看涨期权 | $15.29亿 | 0.13% | 4,311,800 | 698,200 | 19.3% | $2.48亿 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看跌期权 | $14.46亿 | 0.12% | 1,545,800 | 795,200 | 105.9% | $7.44亿 | 加仓 |
| CRM | SALESFORCE INC 看涨期权 | $14.43亿 | 0.12% | 9,211,300 | -3,962,300 | -30.1% | -$6.21亿 | 减仓 |
| CVNA | CARVANA CO 看涨期权 | $14.25亿 | 0.12% | 21,653,200 | 7,775,200 | 56.0% | $5.12亿 | 加仓 |
| LRCX | LAM RESEARCH CORP 看涨期权 | $14.23亿 | 0.12% | 3,284,500 | 1,037,100 | 46.1% | $4.49亿 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $14.22亿 | 0.12% | 1,473,813 | 1,454,111 | 7,380.5% | $14.03亿 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看涨期权 | $14.09亿 | 0.12% | 14,050,900 | 4,684,600 | 50.0% | $4.70亿 | 加仓 |
| JPM | JPMORGAN CHASE & CO 看涨期权 | $13.94亿 | 0.12% | 4,259,500 | 1,149,300 | 37.0% | $3.76亿 | 加仓 |
| CRWV | COREWEAVE INC | $13.82亿 | 0.11% | 13,885,024 | 5,028,333 | 56.8% | $5.01亿 | 加仓 |
| EEM | ISHARES TR 看涨期权 | $13.82亿 | 0.11% | 20,199,200 | 5,066,400 | 33.5% | $3.47亿 | 加仓 |
| WDC | WESTERN DIGITAL CORP 看涨期权 | $13.77亿 | 0.11% | 2,155,600 | 790,700 | 57.9% | $5.05亿 | 加仓 |
| TER | TERADYNE INC 看跌期权 | $13.51亿 | 0.11% | 2,791,700 | 2,468,800 | 764.6% | $11.95亿 | 加仓 |
| COST | COSTCO WHOLESALE CORPORATION 看涨期权 | $13.19亿 | 0.11% | 1,409,600 | 538,600 | 61.8% | $5.04亿 | 加仓 |
| IEMG | ISHARES INC | $13.14亿 | 0.11% | 15,858,565 | 8,885,699 | 127.4% | $7.36亿 | 加仓 |
| FSLR | FIRST SOLAR INC 看涨期权 | $12.94亿 | 0.11% | 5,484,100 | 686,800 | 14.3% | $1.62亿 | 加仓 |
| DDOG | DATADOG INC 看涨期权 | $12.85亿 | 0.11% | 4,934,400 | 2,474,500 | 100.6% | $6.44亿 | 加仓 |
| VST | VISTRA CORP 看跌期权 | $12.79亿 | 0.11% | 8,065,900 | 1,530,400 | 23.4% | $2.43亿 | 加仓 |
| QCOM | QUALCOMM INC 看跌期权 | $12.78亿 | 0.11% | 6,918,000 | 4,551,000 | 192.3% | $8.41亿 | 加仓 |
| HOOD | ROBINHOOD MKTS INC 看跌期权 | $12.78亿 | 0.11% | 12,740,400 | -2,228,600 | -14.9% | -$2.23亿 | 减仓 |
| META | META PLATFORMS INC | $12.75亿 | 0.11% | 2,264,034 | 1,982,092 | 703.0% | $11.16亿 | 加仓 |
| BE | BLOOM ENERGY CORP | $12.62亿 | 0.10% | 4,168,454 | -753,837 | -15.3% | -$2.28亿 | 减仓 |
| BABA | ALIBABA GROUP HLDG LTD 看涨期权 | $12.51亿 | 0.10% | 13,038,700 | 849,600 | 7.0% | $8,154.46万 | 加仓 |
| V | VISA INC 看涨期权 | $12.38亿 | 0.10% | 3,609,500 | 2,083,500 | 136.5% | $7.15亿 | 加仓 |
| IGV | ISHARES TR 看跌期权 | $12.20亿 | 0.10% | 13,460,800 | 8,797,700 | 188.7% | $7.97亿 | 加仓 |
| WMT | WALMART INC 看跌期权 | $12.13亿 | 0.10% | 10,712,600 | -52,100 | -0.5% | -$590.08万 | 减仓 |
| IVV | ISHARES TR 看涨期权 | $12.00亿 | 0.10% | 1,602,900 | 454,500 | 39.6% | $3.40亿 | 加仓 |
| VRT | VERTIV HOLDINGS CO 看涨期权 | $11.82亿 | 0.10% | 3,530,400 | 467,300 | 15.3% | $1.56亿 | 加仓 |
| STX | SEAGATE TECHNOLOGY HLDNGS PL 看涨期权 | $11.74亿 | 0.10% | 1,216,200 | 239,100 | 24.5% | $2.31亿 | 加仓 |
| HYG | ISHARES TR 看涨期权 | $11.67亿 | 0.10% | 14,592,100 | 5,225,800 | 55.8% | $4.18亿 | 加仓 |
| XLF | SELECT SECTOR SPDR TR 看涨期权 | $11.62亿 | 0.10% | 21,673,200 | 7,855,300 | 56.8% | $4.21亿 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看跌期权 | $11.59亿 | 0.10% | 34,804,000 | -9,408,100 | -21.3% | -$3.13亿 | 减仓 |
| JPM | JPMORGAN CHASE & CO 看跌期权 | $11.45亿 | 0.09% | 3,496,600 | 257,900 | 8.0% | $8,441.84万 | 加仓 |
| APP | APPLOVIN CORP 看涨期权 | $11.41亿 | 0.09% | 2,215,500 | -714,100 | -24.4% | -$3.68亿 | 减仓 |
| AAPL | APPLE INC | $11.38亿 | 0.09% | 3,931,686 | 3,292,994 | 515.6% | $9.53亿 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF 看涨期权 | $11.33亿 | 0.09% | 34,033,900 | -11,253,500 | -24.8% | -$3.75亿 | 减仓 |
| FSLR | FIRST SOLAR INC 看跌期权 | $11.23亿 | 0.09% | 4,758,900 | -185,200 | -3.7% | -$4,369.98万 | 减仓 |
| XLV | SELECT SECTOR SPDR TR 看涨期权 | $11.15亿 | 0.09% | 7,029,500 | 3,517,900 | 100.2% | $5.58亿 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC 看涨期权 | $10.99亿 | 0.09% | 4,972,400 | 4,972,400 | — | $10.99亿 | 新建仓 |
| — | EXXON MOBIL CORP 看跌期权 | $10.96亿 | 0.09% | 8,017,000 | 3,236,000 | 67.7% | $4.42亿 | 加仓 |
| UAL | UNITED AIRLS HLDGS INC 看涨期权 | $10.91亿 | 0.09% | 8,025,000 | 4,926,700 | 159.0% | $6.70亿 | 加仓 |
| CSCO | CISCO SYS INC | $10.90亿 | 0.09% | 9,280,415 | 9,079,262 | 4,513.6% | $10.66亿 | 加仓 |
| HD | HOME DEPOT INC 看涨期权 | $10.85亿 | 0.09% | 3,077,800 | 1,426,400 | 86.4% | $5.03亿 | 加仓 |
| PDD | PDD HOLDINGS INC 看涨期权 | $10.80亿 | 0.09% | 14,164,300 | 10,554,700 | 292.4% | $8.05亿 | 加仓 |
| MSTR | STRATEGY INC 看跌期权 | $10.79亿 | 0.09% | 12,414,900 | -2,305,800 | -15.7% | -$2.00亿 | 减仓 |
| ALAB | ASTERA LABS INC 看涨期权 | $10.72亿 | 0.09% | 2,218,900 | 1,078,600 | 94.6% | $5.21亿 | 加仓 |
| ADBE | ADOBE INC 看跌期权 | $10.70亿 | 0.09% | 5,218,700 | 3,103,100 | 146.7% | $6.36亿 | 加仓 |
| — | EXXON MOBIL CORP 看涨期权 | $10.63亿 | 0.09% | 7,771,500 | -653,500 | -7.8% | -$8,934.65万 | 减仓 |
| FCX | FREEPORT MCMORAN INC 看跌期权 | $10.61亿 | 0.09% | 16,876,400 | 5,388,600 | 46.9% | $3.39亿 | 加仓 |
| C | CITIGROUP INC 看跌期权 | $10.55亿 | 0.09% | 7,537,800 | -1,034,100 | -12.1% | -$1.45亿 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看涨期权 | $10.49亿 | 0.09% | 2,095,700 | -153,700 | -6.8% | -$7,690.99万 | 减仓 |
| APP | APPLOVIN CORP 看跌期权 | $10.46亿 | 0.09% | 2,030,400 | -866,000 | -29.9% | -$4.46亿 | 减仓 |
| VOO | VANGUARD INDEX FDS 看涨期权 | $10.46亿 | 0.09% | 1,522,400 | 914,300 | 150.4% | $6.28亿 | 加仓 |
| XLE | SELECT SECTOR SPDR TR 看跌期权 | $10.46亿 | 0.09% | 19,686,800 | -2,367,200 | -10.7% | -$1.26亿 | 减仓 |
| EFA | ISHARES TR 看涨期权 | $10.45亿 | 0.09% | 10,058,400 | 1,284,000 | 14.6% | $1.33亿 | 加仓 |
| COIN | COINBASE GLOBAL INC 看涨期权 | $10.42亿 | 0.09% | 7,124,400 | 500,500 | 7.6% | $7,316.81万 | 加仓 |
| MSTR | STRATEGY INC 看涨期权 | $10.41亿 | 0.09% | 11,979,600 | -874,000 | -6.8% | -$7,597.68万 | 减仓 |
| ALAB | ASTERA LABS INC 看跌期权 | $10.39亿 | 0.09% | 2,151,400 | -438,300 | -16.9% | -$2.12亿 | 减仓 |
| INTC | INTEL CORP | $10.21亿 | 0.08% | 7,312,940 | 6,901,331 | 1,676.7% | $9.64亿 | 加仓 |
| AKAM | AKAMAI TECHNOLOGIES INC 看涨期权 | $10.09亿 | 0.08% | 8,534,700 | 6,672,100 | 358.2% | $7.89亿 | 加仓 |
| DELL | DELL TECHNOLOGIES INC | $10.01亿 | 0.08% | 2,320,588 | -3,780,212 | -62.0% | -$16.31亿 | 减仓 |
| COHR | COHERENT CORP 看跌期权 | $9.98亿 | 0.08% | 2,530,700 | 1,275,300 | 101.6% | $5.03亿 | 加仓 |
| SNOW | SNOWFLAKE INC 看跌期权 | $9.84亿 | 0.08% | 3,865,600 | 783,700 | 25.4% | $1.99亿 | 加仓 |
| EWY | ISHARES INC 看涨期权 | $9.79亿 | 0.08% | 4,847,700 | 3,399,400 | 234.7% | $6.86亿 | 加仓 |
| JNJ | JOHNSON & JOHNSON 看跌期权 | $9.75亿 | 0.08% | 3,838,700 | 2,898,600 | 308.3% | $7.36亿 | 加仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $9.74亿 | 0.08% | 8,352,444 | -802,691 | -8.8% | -$9,365.00万 | 减仓 |
| WMT | WALMART INC 看涨期权 | $9.68亿 | 0.08% | 8,548,500 | 2,277,700 | 36.3% | $2.58亿 | 加仓 |
| GLW | CORNING INC 看跌期权 | $9.67亿 | 0.08% | 3,787,100 | 1,090,200 | 40.4% | $2.78亿 | 加仓 |
| IVV | ISHARES TR 看跌期权 | $9.67亿 | 0.08% | 1,291,000 | 262,200 | 25.5% | $1.96亿 | 加仓 |
| KLAC | KLA CORP 看跌期权 | $9.64亿 | 0.08% | 3,195,100 | 248,100 | 8.4% | $7,485.43万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $9.45亿 | 0.08% | 1,626,384 | 1,268,710 | 354.7% | $7.37亿 | 加仓 |
| TER | TERADYNE INC 看涨期权 | $9.37亿 | 0.08% | 1,936,100 | 1,484,800 | 329.0% | $7.18亿 | 加仓 |
| BA | BOEING CO 看跌期权 | $9.27亿 | 0.08% | 4,283,200 | -729,700 | -14.6% | -$1.58亿 | 减仓 |
| ASML | ASML HLDG NV 看涨期权 | $9.27亿 | 0.08% | 466,000 | 15,200 | 3.4% | $3,023.95万 | 加仓 |
| ORCL | ORACLE CORP | $9.20亿 | 0.08% | 6,274,803 | 2,366,392 | 60.5% | $3.47亿 | 加仓 |
| RKLB | ROCKET LAB CORP 看涨期权 | $9.17亿 | 0.08% | 9,019,800 | 3,805,600 | 73.0% | $3.87亿 | 加仓 |
| NOW | SERVICENOW INC 看跌期权 | $9.04亿 | 0.07% | 9,105,600 | 4,947,400 | 119.0% | $4.91亿 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL 看跌期权 | $8.96亿 | 0.07% | 1,789,800 | 673,000 | 60.3% | $3.37亿 | 加仓 |
| EFA | ISHARES TR 看跌期权 | $8.93亿 | 0.07% | 8,593,700 | 1,536,400 | 21.8% | $1.60亿 | 加仓 |
| CSCO | CISCO SYS INC 看涨期权 | $8.83亿 | 0.07% | 7,514,800 | 3,651,300 | 94.5% | $4.29亿 | 加仓 |
| TQQQ | PROSHARES TR 看涨期权 | $8.82亿 | 0.07% | 10,887,200 | 414,000 | 4.0% | $3,353.40万 | 加仓 |
| COIN | COINBASE GLOBAL INC 看跌期权 | $8.79亿 | 0.07% | 6,010,400 | -2,230,700 | -27.1% | -$3.26亿 | 减仓 |
| XLV | SELECT SECTOR SPDR TR 看跌期权 | $8.78亿 | 0.07% | 5,534,300 | 1,608,900 | 41.0% | $2.55亿 | 加仓 |
| XLE | SELECT SECTOR SPDR TR 看涨期权 | $8.61亿 | 0.07% | 16,210,400 | 3,573,900 | 28.3% | $1.90亿 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC | $8.44亿 | 0.07% | 28,787,183 | 24,367,577 | 551.4% | $7.15亿 | 加仓 |
| IBIT | ISHARES BITCOIN TRUST ETF | $8.28亿 | 0.07% | 24,878,191 | 19,005,979 | 323.7% | $6.33亿 | 加仓 |
| TMUS | T-MOBILE US INC 看涨期权 | $8.26亿 | 0.07% | 4,926,600 | 4,132,200 | 520.2% | $6.93亿 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看跌期权 | $8.25亿 | 0.07% | 2,932,000 | 1,714,800 | 140.9% | $4.82亿 | 加仓 |
| NET | CLOUDFLARE INC 看涨期权 | $8.19亿 | 0.07% | 3,337,900 | 1,098,900 | 49.1% | $2.70亿 | 加仓 |
| C | CITIGROUP INC 看涨期权 | $8.17亿 | 0.07% | 5,840,400 | 544,400 | 10.3% | $7,619.42万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC 看涨期权 | $8.17亿 | 0.07% | 6,902,300 | 965,600 | 16.3% | $1.14亿 | 加仓 |
| MU | MICRON TECHNOLOGY INC | $8.07亿 | 0.07% | 699,000 | -1,078,737 | -60.7% | -$12.45亿 | 减仓 |
| KLAC | KLA CORP 看涨期权 | $8.06亿 | 0.07% | 2,672,900 | 1,319,900 | 97.6% | $3.98亿 | 加仓 |
| QCOM | QUALCOMM INC 看涨期权 | $8.02亿 | 0.07% | 4,342,400 | 3,116,600 | 254.3% | $5.76亿 | 加仓 |
| MRK | MERCK & CO INC 看跌期权 | $7.80亿 | 0.06% | 6,066,300 | 3,733,500 | 160.0% | $4.80亿 | 加仓 |