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 |
|---|---|---|---|---|---|---|---|---|
| WELL | WELLTOWER INC 看跌期权 | $3.28亿 | 0.03% | 1,444,300 | 1,427,200 | 8,346.2% | $3.24亿 | 加仓 |
| ETN | EATON CORP PLC 看涨期权 | $3.27亿 | 0.03% | 767,400 | -884,900 | -53.6% | -$3.77亿 | 减仓 |
| WCC | WESCO INTL INC | $3.27亿 | 0.03% | 946,593 | 933,486 | 7,122.0% | $3.22亿 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看涨期权 | $3.26亿 | 0.03% | 11,102,000 | -7,189,600 | -39.3% | -$2.11亿 | 减仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC 看跌期权 | $3.23亿 | 0.03% | 9,507,500 | 3,475,000 | 57.6% | $1.18亿 | 加仓 |
| MELI | MERCADOLIBRE INC 看涨期权 | $3.23亿 | 0.03% | 190,300 | 41,000 | 27.5% | $6,959.30万 | 加仓 |
| MDB | MONGODB INC 看涨期权 | $3.23亿 | 0.03% | 961,600 | 282,200 | 41.5% | $9,479.10万 | 加仓 |
| XLB | SELECT SECTOR SPDR TR 看跌期权 | $3.21亿 | 0.03% | 6,309,900 | 5,237,200 | 488.2% | $2.66亿 | 加仓 |
| ASTS | AST SPACEMOBILE INC | $3.18亿 | 0.03% | 3,584,274 | 3,559,370 | 14,292.4% | $3.16亿 | 加仓 |
| MELI | MERCADOLIBRE INC 看跌期权 | $3.17亿 | 0.03% | 186,800 | -600 | -0.3% | -$101.84万 | 减仓 |
| RTX | RTX CORPORATION 看跌期权 | $3.16亿 | 0.03% | 1,664,600 | 1,347,200 | 424.4% | $2.56亿 | 加仓 |
| SMCI | SUPER MICRO COMPUTER INC 看跌期权 | $3.15亿 | 0.03% | 10,736,600 | -2,860,100 | -21.0% | -$8,388.67万 | 减仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. 看涨期权 | $3.15亿 | 0.03% | 3,450,500 | 457,300 | 15.3% | $4,170.58万 | 加仓 |
| SLB | SLB LIMITED 看跌期权 | $3.15亿 | 0.03% | 6,768,600 | 982,800 | 17.0% | $4,569.04万 | 加仓 |
| WULF | TERAWULF INC 看跌期权 | $3.13亿 | 0.03% | 12,665,200 | 1,365,800 | 12.1% | $3,373.53万 | 加仓 |
| PNC | PNC FINL SVCS GROUP INC 看涨期权 | $3.10亿 | 0.03% | 1,260,800 | 1,002,600 | 388.3% | $2.47亿 | 加仓 |
| BLK | BLACKROCK INC 看跌期权 | $3.10亿 | 0.03% | 322,800 | 42,500 | 15.2% | $4,086.63万 | 加仓 |
| TXN | TEXAS INSTRS INC 看涨期权 | $3.09亿 | 0.03% | 1,037,900 | -590,000 | -36.2% | -$1.76亿 | 减仓 |
| SITM | SITIME CORP | $3.07亿 | 0.03% | 412,170 | 235,361 | 133.1% | $1.75亿 | 加仓 |
| MCHP | MICROCHIP TECHNOLOGY INC. | $3.05亿 | 0.03% | 3,346,409 | 2,960,394 | 766.9% | $2.70亿 | 加仓 |
| CVX | CHEVRON CORPORATION 看跌期权 | $3.04亿 | 0.03% | 1,836,032 | -4,900 | -0.3% | -$81.22万 | 减仓 |
| AEIS | ADVANCED ENERGY INDS | $3.04亿 | 0.03% | 815,680 | 701,257 | 612.9% | $2.61亿 | 加仓 |
| BIDU | BAIDU INC 看跌期权 | $3.03亿 | 0.03% | 2,653,400 | 698,100 | 35.7% | $7,978.58万 | 加仓 |
| PFE | PFIZER INC 看跌期权 | $3.02亿 | 0.03% | 12,537,200 | -4,353,700 | -25.8% | -$1.05亿 | 减仓 |
| AVGO | BROADCOM INC | $3.02亿 | 0.03% | 798,169 | -3,878,637 | -82.9% | -$14.65亿 | 减仓 |
| EWC | ISHARES INC 看跌期权 | $2.99亿 | 0.02% | 5,193,800 | 4,304,700 | 484.2% | $2.48亿 | 加仓 |
| FTNT | FORTINET INC 看涨期权 | $2.98亿 | 0.02% | 1,940,600 | 1,138,300 | 141.9% | $1.75亿 | 加仓 |
| EWZ | ISHARES INC 看跌期权 | $2.97亿 | 0.02% | 8,609,400 | 2,066,100 | 31.6% | $7,128.05万 | 加仓 |
| NKE | NIKE INC 看涨期权 | $2.95亿 | 0.02% | 7,195,300 | 2,873,100 | 66.5% | $1.18亿 | 加仓 |
| HON | HONEYWELL INTL INC 看涨期权 | $2.95亿 | 0.02% | 1,318,050 | -303,250 | -18.7% | -$6,789.77万 | 减仓 |
| IONQ | IONQ INC 看涨期权 | $2.94亿 | 0.02% | 5,529,000 | 3,180,800 | 135.5% | $1.69亿 | 加仓 |
| SBUX | STARBUCKS CORP 看跌期权 | $2.93亿 | 0.02% | 2,870,200 | 843,100 | 41.6% | $8,615.64万 | 加仓 |
| CVNA | CARVANA CO 看跌期权 | $2.93亿 | 0.02% | 4,451,900 | -1,524,100 | -25.5% | -$1.00亿 | 减仓 |
| UAL | UNITED AIRLS HLDGS INC | $2.92亿 | 0.02% | 2,147,706 | 1,443,920 | 205.2% | $1.96亿 | 加仓 |
| IBKR | INTERACTIVE BROKERS GROUP IN | $2.92亿 | 0.02% | 3,350,116 | 1,582,338 | 89.5% | $1.38亿 | 加仓 |
| BLK | BLACKROCK INC 看涨期权 | $2.91亿 | 0.02% | 303,100 | 239,400 | 375.8% | $2.30亿 | 加仓 |
| GE | GE AEROSPACE 看跌期权 | $2.91亿 | 0.02% | 779,100 | -330,700 | -29.8% | -$1.24亿 | 减仓 |
| MRNA | MODERNA INC 看跌期权 | $2.91亿 | 0.02% | 4,152,200 | -365,300 | -8.1% | -$2,558.20万 | 减仓 |
| CBRE | CBRE GROUP INC | $2.89亿 | 0.02% | 2,148,851 | 1,610,925 | 299.5% | $2.17亿 | 加仓 |
| MDB | MONGODB INC 看跌期权 | $2.89亿 | 0.02% | 861,600 | 110,800 | 14.8% | $3,721.77万 | 加仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $2.88亿 | 0.02% | 602,697 | -120,830 | -16.7% | -$5,770.48万 | 减仓 |
| ON | ON SEMICONDUCTOR CORP | $2.86亿 | 0.02% | 3,029,757 | 2,732,180 | 918.1% | $2.58亿 | 加仓 |
| DAL | DELTA AIR LINES INC 看涨期权 | $2.86亿 | 0.02% | 3,052,700 | -1,121,700 | -26.9% | -$1.05亿 | 减仓 |
| XLI | SELECT SECTOR SPDR TR 看涨期权 | $2.86亿 | 0.02% | 1,541,700 | 588,300 | 61.7% | $1.09亿 | 加仓 |
| DDOG | DATADOG INC | $2.85亿 | 0.02% | 1,093,687 | 1,069,963 | 4,510.0% | $2.79亿 | 加仓 |
| ADI | ANALOG DEVICES INC 看涨期权 | $2.83亿 | 0.02% | 713,300 | -41,800 | -5.5% | -$1,660.17万 | 减仓 |
| TEM | TEMPUS AI INC 看涨期权 | $2.83亿 | 0.02% | 4,881,200 | 2,533,000 | 107.9% | $1.47亿 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $2.82亿 | 0.02% | 1,401,042 | 1,068,083 | 320.8% | $2.15亿 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR | $2.82亿 | 0.02% | 1,129,661 | 104,667 | 10.2% | $2,616.47万 | 加仓 |
| NOK | NOKIA CORP 看跌期权 | $2.82亿 | 0.02% | 21,255,000 | 20,241,200 | 1,996.6% | $2.69亿 | 加仓 |
| BKNG | BOOKING HOLDINGS INC | $2.82亿 | 0.02% | 1,579,583 | -194,042 | -10.9% | -$3,458.60万 | 减仓 |
| APH | AMPHENOL CORP 看跌期权 | $2.81亿 | 0.02% | 1,591,700 | -728,500 | -31.4% | -$1.28亿 | 减仓 |
| KRE | SPDR SERIES TRUST 看涨期权 | $2.81亿 | 0.02% | 3,747,800 | 631,500 | 20.3% | $4,726.78万 | 加仓 |
| SPOT | SPOTIFY TECHNOLOGY S A 看涨期权 | $2.80亿 | 0.02% | 609,700 | -1,149,900 | -65.4% | -$5.28亿 | 减仓 |
| ISRG | INTUITIVE SURGICAL INC 看跌期权 | $2.80亿 | 0.02% | 703,300 | 96,600 | 15.9% | $3,841.59万 | 加仓 |
| ATI | ATI INC | $2.78亿 | 0.02% | 1,410,930 | -80,333 | -5.4% | -$1,583.36万 | 减仓 |
| MDT | MEDTRONIC PLC | $2.76亿 | 0.02% | 3,524,983 | 3,175,109 | 907.5% | $2.48亿 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN 看跌期权 | $2.75亿 | 0.02% | 1,229,900 | 1,093,600 | 802.3% | $2.45亿 | 加仓 |
| LOW | LOWES COS INC 看涨期权 | $2.75亿 | 0.02% | 1,248,600 | 918,300 | 278.0% | $2.02亿 | 加仓 |
| TTWO | TAKE-TWO INTERACTIVE SOFTWAR 看跌期权 | $2.71亿 | 0.02% | 1,085,100 | 695,600 | 178.6% | $1.74亿 | 加仓 |
| LOW | LOWES COS INC 看跌期权 | $2.71亿 | 0.02% | 1,228,800 | 605,400 | 97.1% | $1.33亿 | 加仓 |
| FDX | FEDEX CORP | $2.71亿 | 0.02% | 864,578 | 559,552 | 183.4% | $1.75亿 | 加仓 |
| APH | AMPHENOL CORP 看涨期权 | $2.71亿 | 0.02% | 1,534,700 | 1,154,800 | 304.0% | $2.04亿 | 加仓 |
| ALB | ALBEMARLE CORP 看涨期权 | $2.70亿 | 0.02% | 1,997,300 | 122,200 | 6.5% | $1,650.07万 | 加仓 |
| ECHO | ECHOSTAR CORP 看涨期权 | $2.69亿 | 0.02% | 2,648,100 | 948,600 | 55.8% | $9,628.29万 | 加仓 |
| VGK | VANGUARD INTL EQUITY INDEX F | $2.69亿 | 0.02% | 3,034,381 | 1,636,588 | 117.1% | $1.45亿 | 加仓 |
| GH | GUARDANT HEALTH INC | $2.68亿 | 0.02% | 1,783,444 | 1,778,641 | 37,031.9% | $2.67亿 | 加仓 |
| ZS | ZSCALER INC 看跌期权 | $2.67亿 | 0.02% | 1,889,700 | 683,500 | 56.7% | $9,647.60万 | 加仓 |
| PL | PLANET LABS PBC 看涨期权 | $2.65亿 | 0.02% | 8,013,100 | 1,535,800 | 23.7% | $5,088.11万 | 加仓 |
| SHOP | SHOPIFY INC | $2.65亿 | 0.02% | 2,322,857 | -1,174,864 | -33.6% | -$1.34亿 | 减仓 |
| FN | FABRINET | $2.65亿 | 0.02% | 470,967 | 428,582 | 1,011.2% | $2.41亿 | 加仓 |
| SU | SUNCOR ENERGY INC NEW | $2.65亿 | 0.02% | 4,928,380 | 3,718,702 | 307.4% | $2.00亿 | 加仓 |
| CCL | CARNIVAL CORP LTD | $2.63亿 | 0.02% | 9,197,184 | 9,197,184 | — | $2.63亿 | 新建仓 |
| MXL | MAXLINEAR INC | $2.62亿 | 0.02% | 2,044,128 | 1,606,954 | 367.6% | $2.06亿 | 加仓 |
| XLY | SELECT SECTOR SPDR TR 看跌期权 | $2.61亿 | 0.02% | 2,229,500 | -1,796,800 | -44.6% | -$2.11亿 | 减仓 |
| STZ | CONSTELLATION BRANDS INC | $2.61亿 | 0.02% | 1,879,479 | 1,872,039 | 25,161.8% | $2.60亿 | 加仓 |
| NEM | NEWMONT CORP | $2.60亿 | 0.02% | 2,784,089 | 1,704,799 | 158.0% | $1.59亿 | 加仓 |
| SMTC | SEMTECH CORP 看涨期权 | $2.59亿 | 0.02% | 1,602,200 | 1,504,900 | 1,546.7% | $2.44亿 | 加仓 |
| MDT | MEDTRONIC PLC 看涨期权 | $2.59亿 | 0.02% | 3,310,100 | 1,408,400 | 74.1% | $1.10亿 | 加仓 |
| ROIV | ROIVANT SCIENCES LTD 看涨期权 | $2.58亿 | 0.02% | 7,285,400 | 7,249,700 | 20,307.3% | $2.57亿 | 加仓 |
| ON | ON SEMICONDUCTOR CORP 看跌期权 | $2.57亿 | 0.02% | 2,719,000 | 1,298,500 | 91.4% | $1.23亿 | 加仓 |
| TRV | TRAVELERS COMPANIES INC 看跌期权 | $2.55亿 | 0.02% | 771,300 | 764,600 | 11,411.9% | $2.52亿 | 加仓 |
| AXTI | AXT INC | $2.54亿 | 0.02% | 3,527,115 | 1,100,883 | 45.4% | $7,935.16万 | 加仓 |
| GE | GE AEROSPACE | $2.52亿 | 0.02% | 675,305 | 487,029 | 258.7% | $1.82亿 | 加仓 |
| SMH | VANECK ETF TRUST | $2.52亿 | 0.02% | 384,578 | 292,777 | 318.9% | $1.92亿 | 加仓 |
| AMAT | APPLIED MATLS INC | $2.52亿 | 0.02% | 348,550 | -843,728 | -70.8% | -$6.10亿 | 减仓 |
| NTRA | NATERA INC | $2.52亿 | 0.02% | 926,986 | 663,309 | 251.6% | $1.80亿 | 加仓 |
| LITE | LUMENTUM HLDGS INC | $2.51亿 | 0.02% | 292,835 | -663,518 | -69.4% | -$5.69亿 | 减仓 |
| TER | TERADYNE INC | $2.51亿 | 0.02% | 518,639 | 500,198 | 2,712.4% | $2.42亿 | 加仓 |
| CAT | CATERPILLAR INC | $2.50亿 | 0.02% | 234,892 | 202,253 | 619.7% | $2.15亿 | 加仓 |
| AMT | AMERICAN TOWER CORP | $2.49亿 | 0.02% | 1,524,990 | 1,461,888 | 2,316.7% | $2.39亿 | 加仓 |
| NVT | NVENT ELEC PLC | $2.49亿 | 0.02% | 1,470,178 | 454,512 | 44.8% | $7,708.98万 | 加仓 |
| FIX | COMFORT SYS USA INC 看涨期权 | $2.49亿 | 0.02% | 125,800 | -12,200 | -8.8% | -$2,417.98万 | 减仓 |
| AAL | AMERICAN AIRLINES GROUP INC 看跌期权 | $2.49亿 | 0.02% | 13,785,600 | -9,760,300 | -41.5% | -$1.76亿 | 减仓 |
| — | ALPHABET INC | $2.49亿 | 0.02% | 4,952,089 | 4,952,089 | — | $2.49亿 | 新建仓 |
| — | ALPHABET INC | $2.49亿 | 0.02% | 4,883,383 | 4,883,383 | — | $2.49亿 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2.48亿 | 0.02% | 179,293 | 174,210 | 3,427.3% | $2.41亿 | 加仓 |
| ISRG | INTUITIVE SURGICAL INC | $2.46亿 | 0.02% | 619,674 | 501,131 | 422.7% | $1.99亿 | 加仓 |
| AEM | AGNICO EAGLE MINES LTD | $2.45亿 | 0.02% | 1,581,030 | 1,233,410 | 354.8% | $1.91亿 | 加仓 |
| CNC | CENTENE CORP DEL | $2.45亿 | 0.02% | 3,818,742 | -3,104,291 | -44.8% | -$1.99亿 | 减仓 |