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 |
|---|---|---|---|---|---|---|---|---|
| CLS | CELESTICA INC | $7.66亿 | 0.06% | 2,100,985 | -432,030 | -17.1% | -$1.58亿 | 减仓 |
| TSEM | TOWER SEMICONDUCTOR LTD | $7.63亿 | 0.06% | 2,928,515 | 1,737,977 | 146.0% | $4.53亿 | 加仓 |
| FXI | ISHARES TR 看跌期权 | $7.63亿 | 0.06% | 24,141,000 | 610,700 | 2.6% | $1,929.20万 | 加仓 |
| FDX | FEDEX CORP 看涨期权 | $7.62亿 | 0.06% | 2,433,800 | 2,205,700 | 967.0% | $6.91亿 | 加仓 |
| XBI | SPDR SERIES TRUST 看跌期权 | $7.55亿 | 0.06% | 4,772,500 | 73,700 | 1.6% | $1,166.30万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR 看跌期权 | $7.52亿 | 0.06% | 14,028,000 | -4,089,000 | -22.6% | -$2.19亿 | 减仓 |
| PANW | PALO ALTO NETWORKS INC | $7.50亿 | 0.06% | 2,200,492 | 2,129,568 | 3,002.6% | $7.26亿 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP 看跌期权 | $7.50亿 | 0.06% | 3,020,600 | 975,600 | 47.7% | $2.42亿 | 加仓 |
| BA | BOEING CO 看涨期权 | $7.48亿 | 0.06% | 3,456,000 | 141,200 | 4.3% | $3,056.56万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR 看跌期权 | $7.48亿 | 0.06% | 4,035,700 | -3,477,300 | -46.3% | -$6.44亿 | 减仓 |
| XBI | SPDR SERIES TRUST 看涨期权 | $7.47亿 | 0.06% | 4,719,100 | 2,197,900 | 87.2% | $3.48亿 | 加仓 |
| IBM | INTERNATIONAL BUSINESS MACHS 看涨期权 | $7.45亿 | 0.06% | 2,649,600 | 1,340,400 | 102.4% | $3.77亿 | 加仓 |
| IREN | IREN LIMITED 看涨期权 | $7.45亿 | 0.06% | 16,280,600 | 444,600 | 2.8% | $2,033.16万 | 加仓 |
| ADBE | ADOBE INC 看涨期权 | $7.43亿 | 0.06% | 3,622,200 | 1,750,300 | 93.5% | $3.59亿 | 加仓 |
| USO | UNITED STS OIL FD LP 看涨期权 | $7.41亿 | 0.06% | 6,966,000 | 2,002,500 | 40.3% | $2.13亿 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $7.40亿 | 0.06% | 1,781,086 | 131,906 | 8.0% | $5,482.41万 | 加仓 |
| HWM | HOWMET AEROSPACE INC | $7.28亿 | 0.06% | 2,706,771 | 1,453,930 | 116.1% | $3.91亿 | 加仓 |
| DRAM | ROUNDHILL ETF TRUST 看跌期权 | $7.24亿 | 0.06% | 9,801,800 | 9,801,800 | — | $7.24亿 | 新建仓 |
| MS | MORGAN STANLEY 看跌期权 | $7.17亿 | 0.06% | 3,428,500 | 358,400 | 11.7% | $7,491.99万 | 加仓 |
| VXUS | VANGUARD STAR FDS | $7.11亿 | 0.06% | 8,318,953 | 8,199,994 | 6,893.1% | $7.01亿 | 加仓 |
| GLW | CORNING INC 看涨期权 | $7.08亿 | 0.06% | 2,771,500 | 970,600 | 53.9% | $2.48亿 | 加仓 |
| RKLB | ROCKET LAB CORP 看跌期权 | $7.05亿 | 0.06% | 6,939,100 | -1,113,800 | -13.8% | -$1.13亿 | 减仓 |
| JNJ | JOHNSON & JOHNSON 看涨期权 | $7.03亿 | 0.06% | 2,767,900 | 700,200 | 33.9% | $1.78亿 | 加仓 |
| TLT | ISHARES TR | $7.00亿 | 0.06% | 8,095,965 | 6,446,630 | 390.9% | $5.57亿 | 加仓 |
| INTU | INTUIT | $6.97亿 | 0.06% | 2,672,088 | 2,652,185 | 13,325.6% | $6.92亿 | 加仓 |
| IEF | ISHARES TR 看跌期权 | $6.96亿 | 0.06% | 7,358,000 | 2,273,200 | 44.7% | $2.15亿 | 加仓 |
| HD | HOME DEPOT INC 看跌期权 | $6.87亿 | 0.06% | 1,947,000 | 588,000 | 43.3% | $2.07亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP 看涨期权 | $6.87亿 | 0.06% | 16,086,700 | 14,227,100 | 765.1% | $6.07亿 | 加仓 |
| IWM | ISHARES TR | $6.85亿 | 0.06% | 2,278,718 | -705,761 | -23.6% | -$2.12亿 | 减仓 |
| AMLP | ALPS ETF TR 看涨期权 | $6.83亿 | 0.06% | 13,165,100 | 6,312,200 | 92.1% | $3.27亿 | 加仓 |
| LQD | ISHARES TR 看涨期权 | $6.73亿 | 0.06% | 6,169,400 | 3,492,800 | 130.5% | $3.81亿 | 加仓 |
| CIEN | CIENA CORP 看跌期权 | $6.72亿 | 0.06% | 1,370,500 | 997,700 | 267.6% | $4.89亿 | 加仓 |
| WDC | WESTERN DIGITAL CORP | $6.72亿 | 0.06% | 1,052,246 | 1,017,740 | 2,949.5% | $6.50亿 | 加仓 |
| EEM | ISHARES TR 看跌期权 | $6.71亿 | 0.06% | 9,806,700 | -7,761,500 | -44.2% | -$5.31亿 | 减仓 |
| HLT | HILTON WORLDWIDE HLDGS INC | $6.67亿 | 0.06% | 2,019,781 | 1,736,216 | 612.3% | $5.74亿 | 加仓 |
| ANET | ARISTA NETWORKS INC 看跌期权 | $6.66亿 | 0.06% | 3,919,700 | 868,600 | 28.5% | $1.48亿 | 加仓 |
| USO | UNITED STS OIL FD LP 看跌期权 | $6.60亿 | 0.05% | 6,205,300 | -2,823,500 | -31.3% | -$3.01亿 | 减仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $6.59亿 | 0.05% | 9,134,400 | -1,463,100 | -13.8% | -$1.06亿 | 减仓 |
| LIN | LINDE PLC 看跌期权 | $6.54亿 | 0.05% | 1,260,300 | 1,139,500 | 943.3% | $5.91亿 | 加仓 |
| WELL | WELLTOWER INC 看涨期权 | $6.53亿 | 0.05% | 2,876,900 | 2,779,800 | 2,862.8% | $6.31亿 | 加仓 |
| MKSI | MKS INC. 看涨期权 | $6.46亿 | 0.05% | 1,452,500 | 912,300 | 168.9% | $4.06亿 | 加仓 |
| NOW | SERVICENOW INC 看涨期权 | $6.44亿 | 0.05% | 6,488,700 | 1,083,100 | 20.0% | $1.08亿 | 加仓 |
| FCX | FREEPORT MCMORAN INC 看涨期权 | $6.41亿 | 0.05% | 10,194,200 | 6,025,200 | 144.5% | $3.79亿 | 加仓 |
| STRL | STERLING INFRASTRUCTURE INC | $6.39亿 | 0.05% | 761,591 | 754,146 | 10,129.6% | $6.33亿 | 加仓 |
| CBRS | CEREBRAS SYSTEMS INC 看跌期权 | $6.38亿 | 0.05% | 2,888,800 | 2,888,800 | — | $6.38亿 | 新建仓 |
| SBUX | STARBUCKS CORP 看涨期权 | $6.38亿 | 0.05% | 6,239,600 | 965,100 | 18.3% | $9,862.36万 | 加仓 |
| TQQQ | PROSHARES TR 看跌期权 | $6.37亿 | 0.05% | 7,866,100 | 675,800 | 9.4% | $5,473.98万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC 看涨期权 | $6.37亿 | 0.05% | 35,518,300 | -16,008,500 | -31.1% | -$2.87亿 | 减仓 |
| COHR | COHERENT CORP 看涨期权 | $6.36亿 | 0.05% | 1,612,800 | 183,000 | 12.8% | $7,218.80万 | 加仓 |
| PG | PROCTER & GAMBLE CO 看涨期权 | $6.29亿 | 0.05% | 4,290,600 | 1,929,900 | 81.8% | $2.83亿 | 加仓 |
| FTNT | FORTINET INC | $6.27亿 | 0.05% | 4,082,817 | 3,940,525 | 2,769.3% | $6.05亿 | 加仓 |
| V | VISA INC 看跌期权 | $6.20亿 | 0.05% | 1,806,200 | 805,300 | 80.5% | $2.76亿 | 加仓 |
| GDX | VANECK ETF TRUST 看涨期权 | $6.10亿 | 0.05% | 8,085,600 | 465,900 | 6.1% | $3,515.22万 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC 看跌期权 | $6.08亿 | 0.05% | 1,619,800 | 541,300 | 50.2% | $2.03亿 | 加仓 |
| ETN | EATON CORP PLC 看跌期权 | $6.08亿 | 0.05% | 1,425,900 | 14,800 | 1.0% | $630.66万 | 加仓 |
| TGT | TARGET CORP 看涨期权 | $6.07亿 | 0.05% | 4,650,200 | -203,100 | -4.2% | -$2,652.69万 | 减仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看跌期权 | $5.95亿 | 0.05% | 2,187,800 | -4,726,100 | -68.4% | -$12.85亿 | 减仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看涨期权 | $5.92亿 | 0.05% | 2,370,100 | 2,178,900 | 1,139.6% | $5.45亿 | 加仓 |
| CDNS | CADENCE DESIGN SYSTEM INC 看涨期权 | $5.89亿 | 0.05% | 1,569,800 | 1,310,000 | 504.2% | $4.92亿 | 加仓 |
| DE | DEERE & CO 看涨期权 | $5.89亿 | 0.05% | 928,000 | 650,600 | 234.5% | $4.13亿 | 加仓 |
| DE | DEERE & CO 看跌期权 | $5.85亿 | 0.05% | 921,500 | 791,600 | 609.4% | $5.02亿 | 加仓 |
| BAC | BANK OF AMER CORP 看跌期权 | $5.80亿 | 0.05% | 10,180,500 | -7,078,500 | -41.0% | -$4.03亿 | 减仓 |
| MRK | MERCK & CO INC 看涨期权 | $5.76亿 | 0.05% | 4,480,300 | 610,800 | 15.8% | $7,848.78万 | 加仓 |
| NKE | NIKE INC 看跌期权 | $5.75亿 | 0.05% | 13,995,700 | 3,405,100 | 32.2% | $1.40亿 | 加仓 |
| DASH | DOORDASH INC 看涨期权 | $5.73亿 | 0.05% | 3,106,000 | 601,900 | 24.0% | $1.11亿 | 加仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $5.72亿 | 0.05% | 6,215,262 | 4,034,886 | 185.1% | $3.72亿 | 加仓 |
| KWEB | KRANESHARES TRUST 看跌期权 | $5.72亿 | 0.05% | 23,389,600 | 5,037,500 | 27.4% | $1.23亿 | 加仓 |
| CVX | CHEVRON CORPORATION 看涨期权 | $5.72亿 | 0.05% | 3,451,824 | 1,147,996 | 49.8% | $1.90亿 | 加仓 |
| MCK | MCKESSON CORP | $5.64亿 | 0.05% | 747,056 | 666,328 | 825.4% | $5.03亿 | 加仓 |
| BAC | BANK OF AMER CORP 看涨期权 | $5.61亿 | 0.05% | 9,842,600 | 891,300 | 10.0% | $5,078.63万 | 加仓 |
| IGV | ISHARES TR 看涨期权 | $5.59亿 | 0.05% | 6,167,400 | 118,000 | 2.0% | $1,069.08万 | 加仓 |
| APO | APOLLO GLOBAL MGMT INC 看跌期权 | $5.54亿 | 0.05% | 4,685,200 | -1,004,400 | -17.7% | -$1.19亿 | 减仓 |
| VOO | VANGUARD INDEX FDS 看跌期权 | $5.53亿 | 0.05% | 804,600 | 622,600 | 342.1% | $4.28亿 | 加仓 |
| QCOM | QUALCOMM INC | $5.52亿 | 0.05% | 2,988,580 | 2,653,136 | 790.9% | $4.90亿 | 加仓 |
| PWR | QUANTA SVCS INC | $5.51亿 | 0.05% | 765,742 | 754,880 | 6,949.7% | $5.44亿 | 加仓 |
| — | SUPER MICRO COMPUTER INC | $5.50亿 | 0.05% | 10,590,097 | 10,590,097 | — | $5.50亿 | 新建仓 |
| LLY | ELI LILLY & CO | $5.50亿 | 0.05% | 458,318 | 342,455 | 295.6% | $4.11亿 | 加仓 |
| TXN | TEXAS INSTRS INC 看跌期权 | $5.48亿 | 0.05% | 1,839,800 | 364,500 | 24.7% | $1.09亿 | 加仓 |
| WULF | TERAWULF INC 看涨期权 | $5.47亿 | 0.05% | 22,130,600 | 2,128,600 | 10.6% | $5,257.64万 | 加仓 |
| KO | COCA COLA CO 看涨期权 | $5.46亿 | 0.05% | 6,714,500 | 281,500 | 4.4% | $2,287.75万 | 加仓 |
| NEE | NEXTERA ENERGY INC 看涨期权 | $5.42亿 | 0.04% | 6,180,600 | 399,000 | 6.9% | $3,502.02万 | 加仓 |
| SMTC | SEMTECH CORP | $5.42亿 | 0.04% | 3,351,040 | 2,578,228 | 333.6% | $4.17亿 | 加仓 |
| SPDW | SPDR INDEX SHS FDS | $5.42亿 | 0.04% | 10,756,324 | -2,588,341 | -19.4% | -$1.30亿 | 减仓 |
| KRE | SPDR SERIES TRUST 看跌期权 | $5.39亿 | 0.04% | 7,206,500 | -868,900 | -10.8% | -$6,503.72万 | 减仓 |
| DRAM | ROUNDHILL ETF TRUST | $5.31亿 | 0.04% | 7,193,682 | 7,193,682 | — | $5.31亿 | 新建仓 |
| GOOG | ALPHABET INC | $5.29亿 | 0.04% | 1,497,396 | 345,564 | 30.0% | $1.22亿 | 加仓 |
| MCD | MCDONALDS CORP 看跌期权 | $5.27亿 | 0.04% | 1,951,300 | 1,400,800 | 254.5% | $3.79亿 | 加仓 |
| FXI | ISHARES TR 看涨期权 | $5.25亿 | 0.04% | 16,605,900 | 5,460,600 | 49.0% | $1.73亿 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI 看涨期权 | $5.24亿 | 0.04% | 1,928,400 | 975,200 | 102.3% | $2.65亿 | 加仓 |
| ABBV | ABBVIE INC 看涨期权 | $5.20亿 | 0.04% | 2,066,800 | 1,047,800 | 102.8% | $2.64亿 | 加仓 |
| KO | COCA COLA CO 看跌期权 | $5.19亿 | 0.04% | 6,388,100 | 4,162,000 | 187.0% | $3.38亿 | 加仓 |
| BSX | BOSTON SCIENTIFIC CORP | $5.16亿 | 0.04% | 12,087,991 | 8,055,874 | 199.8% | $3.44亿 | 加仓 |
| TTMI | TTM TECHNOLOGIES INC | $5.16亿 | 0.04% | 2,756,443 | 1,918,712 | 229.0% | $3.59亿 | 加仓 |
| C | CITIGROUP INC | $5.13亿 | 0.04% | 3,661,844 | -290,614 | -7.4% | -$4,067.43万 | 减仓 |
| NOK | NOKIA CORP 看涨期权 | $5.11亿 | 0.04% | 38,473,900 | 35,689,400 | 1,281.7% | $4.74亿 | 加仓 |
| EWZ | ISHARES INC 看涨期权 | $5.10亿 | 0.04% | 14,780,000 | 1,680,600 | 12.8% | $5,798.07万 | 加仓 |
| TXN | TEXAS INSTRS INC | $5.03亿 | 0.04% | 1,688,867 | 1,641,177 | 3,441.3% | $4.89亿 | 加仓 |
| ABBV | ABBVIE INC 看跌期权 | $5.00亿 | 0.04% | 1,985,200 | 1,279,500 | 181.3% | $3.22亿 | 加仓 |
| BX | BLACKSTONE INC 看跌期权 | $4.96亿 | 0.04% | 4,214,600 | 1,842,300 | 77.7% | $2.17亿 | 加仓 |
| DLTR | DOLLAR TREE INC 看涨期权 | $4.96亿 | 0.04% | 4,100,100 | 3,805,600 | 1,292.2% | $4.60亿 | 加仓 |