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 |
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INC | $2,137.89万 | 0.00% | 103,615 | -397,125 | -79.3% | -$8,193.88万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC 看涨期权 | $2,136.23万 | 0.00% | 3,614,600 | 639,900 | 21.5% | $378.18万 | 加仓 |
| GLBE | GLOBAL E ONLINE LTD 看跌期权 | $2,123.39万 | 0.00% | 611,400 | 4,900 | 0.8% | $17.02万 | 加仓 |
| FIGS | FIGS INC | $2,122.21万 | 0.00% | 2,074,497 | 2,030,711 | 4,637.8% | $2,077.42万 | 加仓 |
| RUN | SUNRUN INC 看跌期权 | $2,122.20万 | 0.00% | 1,586,100 | 7,800 | 0.5% | $10.44万 | 加仓 |
| KALU | KAISER ALUMINIUM CORPORATION | $2,120.04万 | 0.00% | 108,370 | 57,699 | 113.9% | $1,128.77万 | 加仓 |
| AAON | AAON INC 看涨期权 | $2,118.56万 | 0.00% | 167,000 | 138,500 | 486.0% | $1,757.01万 | 加仓 |
| UFO | PROCURE ETF TRUST II 看跌期权 | $2,115.98万 | 0.00% | 417,600 | 408,300 | 4,390.3% | $2,068.86万 | 加仓 |
| NASA | TEMA ETF TRUST 看跌期权 | $2,115.97万 | 0.00% | 696,500 | 696,500 | — | $2,115.97万 | 新建仓 |
| ERO | ERO COPPER CORP 看涨期权 | $2,115.12万 | 0.00% | 790,700 | 163,000 | 26.0% | $436.02万 | 加仓 |
| EOSE | EOS ENERGY ENTERPRISES INC 看跌期权 | $2,096.69万 | 0.00% | 3,565,800 | -267,600 | -7.0% | -$157.35万 | 减仓 |
| S | SENTINELONE INC 看涨期权 | $2,095.80万 | 0.00% | 1,235,000 | 464,700 | 60.3% | $788.60万 | 加仓 |
| FRO | FRONTLINE PLC | $2,093.59万 | 0.00% | 601,779 | -971,981 | -61.8% | -$3,381.52万 | 减仓 |
| CELC | CELCUITY INC 看涨期权 | $2,087.17万 | 0.00% | 199,500 | -63,400 | -24.1% | -$663.29万 | 减仓 |
| VKTX | VIKING THERAPEUTICS INC 看涨期权 | $2,087.03万 | 0.00% | 535,000 | 282,900 | 112.2% | $1,103.59万 | 加仓 |
| YOU | CLEAR SECURE INC | $2,082.65万 | 0.00% | 373,703 | -37,827 | -9.2% | -$210.81万 | 减仓 |
| RELX | RELX PLC | $2,082.28万 | 0.00% | 657,493 | 622,509 | 1,779.4% | $1,971.49万 | 加仓 |
| VNET | VNET GROUP INC 看涨期权 | $2,081.80万 | 0.00% | 2,589,300 | 2,173,900 | 523.3% | $1,747.82万 | 加仓 |
| RL | RALPH LAUREN CORP | $2,081.51万 | 0.00% | 51,855 | 49,567 | 2,166.4% | $1,989.67万 | 加仓 |
| FAST | FASTENAL CO 看涨期权 | $2,079.22万 | 0.00% | 432,900 | 88,700 | 25.8% | $426.03万 | 加仓 |
| JOBY | JOBY AVIATION INC 看跌期权 | $2,076.84万 | 0.00% | 2,328,300 | 515,700 | 28.5% | $460.00万 | 加仓 |
| JPIE | J P MORGAN EXCHANGE TRADED F | $2,075.87万 | 0.00% | 450,787 | 450,787 | — | $2,075.87万 | 新建仓 |
| IBB | ISHARES TR 看跌期权 | $2,073.07万 | 0.00% | 109,000 | 3,300 | 3.1% | $62.76万 | 加仓 |
| VAL | VALARIS LTD 看涨期权 | $2,072.73万 | 0.00% | 285,500 | -174,500 | -37.9% | -$1,266.87万 | 减仓 |
| CFG | CITIZENS FINL GROUP INC 看涨期权 | $2,072.67万 | 0.00% | 295,800 | 76,100 | 34.6% | $533.23万 | 加仓 |
| RCAT | RED CAT HLDGS INC 看涨期权 | $2,067.91万 | 0.00% | 1,941,700 | 926,300 | 91.2% | $986.51万 | 加仓 |
| SBS | COMPANHIA DE SANEAMENTO BASI | $2,066.21万 | 0.00% | 3,574,762 | 1,947,757 | 119.7% | $1,125.80万 | 加仓 |
| ERIC | TELEFONAKTIEBOLAGET LM ERICS | $2,063.98万 | 0.00% | 1,851,101 | -555,978 | -23.1% | -$619.92万 | 减仓 |
| FANG | DIAMONDBACK ENERGY INC 看跌期权 | $2,063.66万 | 0.00% | 117,400 | -39,400 | -25.1% | -$692.57万 | 减仓 |
| INSM | INSMED INC | $2,063.40万 | 0.00% | 193,528 | 182,127 | 1,597.5% | $1,941.84万 | 加仓 |
| NUGT | DIREXION SHARES ETF TRUST 看涨期权 | $2,062.89万 | 0.00% | 176,300 | -6,800 | -3.7% | -$79.57万 | 减仓 |
| MS | MORGAN STANLEY | $2,058.25万 | 0.00% | 98,462 | -90,805 | -48.0% | -$1,898.19万 | 减仓 |
| UEC | URANIUM ENERGY CORP 看涨期权 | $2,048.11万 | 0.00% | 1,921,300 | 1,675,600 | 682.0% | $1,786.19万 | 加仓 |
| EW | EDWARDS LIFESCIENCES CORP 看涨期权 | $2,047.11万 | 0.00% | 226,300 | 31,500 | 16.2% | $284.95万 | 加仓 |
| FCEL | FUELCELL ENERGY INC 看跌期权 | $2,038.54万 | 0.00% | 566,103 | 466,803 | 470.1% | $1,680.96万 | 加仓 |
| DTE | DTE ENERGY CO 看跌期权 | $2,035.66万 | 0.00% | 133,600 | 130,400 | 4,075.0% | $1,986.90万 | 加仓 |
| UMAC | UNUSUAL MACHS INC 看跌期权 | $2,033.54万 | 0.00% | 911,900 | 671,600 | 279.5% | $1,497.67万 | 加仓 |
| CENX | CENTURY ALUM CO 看涨期权 | $2,031.80万 | 0.00% | 441,600 | 332,800 | 305.9% | $1,531.21万 | 加仓 |
| UMAC | UNUSUAL MACHS INC 看涨期权 | $2,018.82万 | 0.00% | 905,300 | 554,800 | 158.3% | $1,237.20万 | 加仓 |
| — | ELECTRONIC ARTS INC 看跌期权 | $2,017.59万 | 0.00% | 98,400 | 65,000 | 194.6% | $1,332.76万 | 加仓 |
| TW | TRADEWEB MKTS INC | $2,012.28万 | 0.00% | 201,915 | -493,865 | -71.0% | -$4,921.86万 | 减仓 |
| TBBB | BBB FOODS INC | $2,009.08万 | 0.00% | 482,140 | 366,833 | 318.1% | $1,528.59万 | 重新持有 |
| KVUE | KENVUE INC 看涨期权 | $2,009.03万 | 0.00% | 1,051,300 | -213,000 | -16.8% | -$407.04万 | 减仓 |
| NBIX | NEUROCRINE BIOSCIENCES INC 看跌期权 | $2,007.25万 | 0.00% | 119,100 | -62,500 | -34.4% | -$1,053.34万 | 减仓 |
| NOV | NOV INC | $2,005.31万 | 0.00% | 1,081,027 | 571,179 | 112.0% | $1,059.54万 | 加仓 |
| KRUS | KURA SUSHI USA INC | $2,004.65万 | 0.00% | 348,271 | 298,749 | 603.3% | $1,719.60万 | 重新持有 |
| GLW | CORNING INC | $1,999.86万 | 0.00% | 78,294 | -2,889,458 | -97.4% | -$7.38亿 | 减仓 |
| IAG | IAMGOLD CORP | $1,998.74万 | 0.00% | 1,261,832 | -1,432,758 | -53.2% | -$2,269.49万 | 减仓 |
| BBVA | BANCO BILBAO VIZCAYA ARGENTA 看涨期权 | $1,995.28万 | 0.00% | 796,200 | 796,200 | — | $1,995.28万 | 新建仓 |
| DFTX | DEFINIUM THERAPEUTICS INC 看涨期权 | $1,994.03万 | 0.00% | 423,900 | 371,200 | 704.4% | $1,746.12万 | 加仓 |
| DTCR | GLOBAL X FDS | $1,993.73万 | 0.00% | 656,480 | 610,943 | 1,341.6% | $1,855.43万 | 加仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $1,991.50万 | 0.00% | 328,251 | 317,864 | 3,060.2% | $1,928.48万 | 加仓 |
| JBHT | HUNT J B TRANS SVCS INC 看涨期权 | $1,991.28万 | 0.00% | 68,800 | 29,500 | 75.1% | $853.82万 | 加仓 |
| DUOL | DUOLINGO INC | $1,990.32万 | 0.00% | 173,041 | -498,083 | -74.2% | -$5,728.95万 | 减仓 |
| VIK | VIKING HOLDINGS LTD 看跌期权 | $1,989.78万 | 0.00% | 190,100 | 66,200 | 53.4% | $692.92万 | 加仓 |
| MTB | M & T BK CORP 看涨期权 | $1,989.76万 | 0.00% | 83,600 | -2,900 | -3.4% | -$69.02万 | 减仓 |
| CELC | CELCUITY INC 看跌期权 | $1,988.83万 | 0.00% | 190,100 | 164,900 | 654.4% | $1,725.18万 | 加仓 |
| OGC | OCEANAGOLD CORP | $1,978.39万 | 0.00% | 790,019 | 790,019 | — | $1,978.39万 | 新建仓 |
| BWA | BORGWARNER INC 看涨期权 | $1,976.73万 | 0.00% | 297,700 | 172,000 | 136.8% | $1,142.08万 | 加仓 |
| AFL | AFLAC INC | $1,974.88万 | 0.00% | 168,433 | -462,337 | -73.3% | -$5,420.90万 | 减仓 |
| RY | ROYAL BK CDA 看涨期权 | $1,968.28万 | 0.00% | 95,100 | 47,400 | 99.4% | $981.04万 | 加仓 |
| FRMI | FERMI INC | $1,963.42万 | 0.00% | 2,143,467 | 1,650,416 | 334.7% | $1,511.78万 | 加仓 |
| MTN | VAIL RESORTS INC 看涨期权 | $1,961.92万 | 0.00% | 144,100 | 56,000 | 63.6% | $762.44万 | 加仓 |
| MNDY | MONDAY COM LTD 看跌期权 | $1,960.32万 | 0.00% | 270,800 | 122,000 | 82.0% | $883.16万 | 加仓 |
| AMH | AMERICAN HOMES 4 RENT | $1,957.74万 | 0.00% | 584,051 | 584,051 | — | $1,957.74万 | 新建仓 |
| A | AGILENT TECHNOLOGIES INC 看涨期权 | $1,951.27万 | 0.00% | 146,900 | 71,600 | 95.1% | $951.06万 | 加仓 |
| STNG | SCORPIO TANKERS INC | $1,948.06万 | 0.00% | 281,267 | -75,293 | -21.1% | -$521.48万 | 减仓 |
| DDS | DILLARDS INC | $1,948.02万 | 0.00% | 36,865 | 2,558 | 7.5% | $135.17万 | 加仓 |
| ROG | ROGERS CORP | $1,946.80万 | 0.00% | 118,903 | 70,943 | 147.9% | $1,161.55万 | 加仓 |
| XSD | SPDR SERIES TRUST 看跌期权 | $1,945.94万 | 0.00% | 31,200 | 25,800 | 477.8% | $1,609.15万 | 加仓 |
| GRAB | GRAB HOLDINGS LIMITED 看跌期权 | $1,944.75万 | 0.00% | 5,158,500 | 933,300 | 22.1% | $351.85万 | 加仓 |
| ARI | APOLLO COML REAL ESTATE FIN | $1,943.04万 | 0.00% | 1,819,330 | 1,666,138 | 1,087.6% | $1,779.44万 | 加仓 |
| AEG | AEGON LTD | $1,942.33万 | 0.00% | 2,301,343 | -1,002,045 | -30.3% | -$845.73万 | 减仓 |
| LRN | STRIDE INC | $1,937.11万 | 0.00% | 224,619 | -317,178 | -58.5% | -$2,735.34万 | 减仓 |
| JIVE | J P MORGAN EXCHANGE TRADED F | $1,935.52万 | 0.00% | 210,487 | 179,746 | 584.7% | $1,652.84万 | 加仓 |
| MSOS | ADVISORSHARES TR | $1,934.10万 | 0.00% | 3,807,282 | 2,145,955 | 129.2% | $1,090.15万 | 重新持有 |
| MGM | MGM RESORTS INTERNATIONAL 看跌期权 | $1,928.66万 | 0.00% | 403,400 | 130,900 | 48.0% | $625.83万 | 加仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $1,927.11万 | 0.00% | 269,564 | 233,777 | 653.2% | $1,671.27万 | 重新持有 |
| TOL | TOLL BROTHERS INC 看涨期权 | $1,925.93万 | 0.00% | 116,900 | 24,000 | 25.8% | $395.40万 | 加仓 |
| VOO | VANGUARD INDEX FDS | $1,925.13万 | 0.00% | 28,030 | -100 | -0.4% | -$6.87万 | 减仓 |
| HYD | VANECK ETF TRUST | $1,924.23万 | 0.00% | 373,565 | 181,171 | 94.2% | $933.21万 | 加仓 |
| FPS | FORGENT POWER SOLUTIONS INC 看跌期权 | $1,923.82万 | 0.00% | 344,400 | 337,500 | 4,891.3% | $1,885.28万 | 加仓 |
| LASR | NLIGHT INC | $1,921.48万 | 0.00% | 275,995 | 72,150 | 35.4% | $502.31万 | 加仓 |
| SHW | SHERWIN WILLIAMS CO 看跌期权 | $1,921.31万 | 0.00% | 55,800 | -249,300 | -81.7% | -$8,583.90万 | 减仓 |
| TGTX | TG THERAPEUTICS INC 看跌期权 | $1,919.60万 | 0.00% | 349,400 | -645,900 | -64.9% | -$3,548.57万 | 减仓 |
| AOSL | ALPHA & OMEGA SEMICONDUCTOR 看跌期权 | $1,914.50万 | 0.00% | 404,500 | 381,200 | 1,636.1% | $1,804.22万 | 加仓 |
| EWJ | ISHARES INC 看跌期权 | $1,910.17万 | 0.00% | 204,800 | -320,500 | -61.0% | -$2,989.30万 | 减仓 |
| WIX | WIX COM LTD 看涨期权 | $1,909.62万 | 0.00% | 420,900 | 282,800 | 204.8% | $1,283.06万 | 加仓 |
| FWD | AB ACTIVE ETFS INC | $1,907.05万 | 0.00% | 128,750 | -11,250 | -8.0% | -$166.63万 | 减仓 |
| IWO | ISHARES TR 看跌期权 | $1,906.77万 | 0.00% | 48,400 | 25,700 | 113.2% | $1,012.48万 | 加仓 |
| CNQ | CANADIAN NAT RES LTD MED TER 看跌期权 | $1,905.48万 | 0.00% | 482,400 | 169,800 | 54.3% | $670.71万 | 加仓 |
| FIVE | FIVE BELOW INC | $1,905.05万 | 0.00% | 105,960 | -102,785 | -49.2% | -$1,847.97万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR 看跌期权 | $1,904.77万 | 0.00% | 177,800 | -623,300 | -77.8% | -$6,677.41万 | 减仓 |
| FIS | FIDELITY NATL INFORMATION SV | $1,904.04万 | 0.00% | 489,723 | 313,841 | 178.4% | $1,220.21万 | 加仓 |
| AER | AERCAP HOLDINGS NV 看涨期权 | $1,903.89万 | 0.00% | 130,600 | 21,800 | 20.0% | $317.80万 | 加仓 |
| BIP | BROOKFIELD INFRASTRUCTURE PA | $1,900.15万 | 0.00% | 520,731 | 479,715 | 1,169.6% | $1,750.48万 | 加仓 |
| FIG | FIGMA INC | $1,899.76万 | 0.00% | 1,050,172 | 88,255 | 9.2% | $159.65万 | 重新持有 |
| VT | VANGUARD INTL EQUITY INDEX F 看涨期权 | $1,897.53万 | 0.00% | 120,900 | 22,500 | 22.9% | $353.14万 | 加仓 |
| HST | HOST HOTELS & RESORTS INC 看涨期权 | $1,897.51万 | 0.00% | 800,300 | 639,900 | 398.9% | $1,517.20万 | 加仓 |
| ONDS | ONDAS INC | $1,895.13万 | 0.00% | 2,299,918 | -287,083 | -11.1% | -$236.56万 | 减仓 |