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 |
|---|---|---|---|---|---|---|---|---|
| UTHR | UNITED THERAPEUTICS CORP DEL | $1.55亿 | 0.01% | 285,926 | 283,167 | 10,263.4% | $1.53亿 | 加仓 |
| CELH | CELSIUS HLDGS INC 看涨期权 | $1.54亿 | 0.01% | 5,249,100 | 2,429,300 | 86.2% | $7,112.99万 | 加仓 |
| COHR | COHERENT CORP | $1.54亿 | 0.01% | 389,513 | 4,882 | 1.3% | $192.58万 | 加仓 |
| ICE | INTERCONTINENTAL EXCHANGE IN | $1.53亿 | 0.01% | 1,246,442 | 522,264 | 72.1% | $6,429.59万 | 加仓 |
| TEM | TEMPUS AI INC 看跌期权 | $1.53亿 | 0.01% | 2,644,200 | 332,900 | 14.4% | $1,928.49万 | 加仓 |
| BMY | BRISTOL-MYERS SQUIBB CO 看跌期权 | $1.53亿 | 0.01% | 2,647,100 | 483,400 | 22.3% | $2,785.35万 | 加仓 |
| ULTA | ULTA BEAUTY INC 看涨期权 | $1.52亿 | 0.01% | 336,500 | 214,200 | 175.1% | $9,659.99万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $1.52亿 | 0.01% | 150,045 | 119,026 | 383.7% | $1.20亿 | 加仓 |
| TJX | TJX COS INC NEW | $1.51亿 | 0.01% | 997,148 | 99,259 | 11.1% | $1,503.77万 | 加仓 |
| NOC | NORTHROP GRUMMAN CORP | $1.51亿 | 0.01% | 296,513 | 233,680 | 371.9% | $1.19亿 | 加仓 |
| CIFR | CIPHER DIGITAL INC 看涨期权 | $1.51亿 | 0.01% | 6,160,500 | -2,602,300 | -29.7% | -$6,375.64万 | 减仓 |
| SCHW | SCHWAB CHARLES CORP 看涨期权 | $1.51亿 | 0.01% | 1,632,700 | 859,700 | 111.2% | $7,932.45万 | 加仓 |
| SCHW | SCHWAB CHARLES CORP 看跌期权 | $1.51亿 | 0.01% | 1,632,200 | 688,000 | 72.9% | $6,348.18万 | 加仓 |
| — | EXXON MOBIL CORP | $1.50亿 | 0.01% | 1,099,815 | 831,546 | 310.0% | $1.14亿 | 加仓 |
| NFLX | NETFLIX INC. | $1.50亿 | 0.01% | 2,105,110 | -1,021,745 | -32.7% | -$7,295.49万 | 减仓 |
| CNC | CENTENE CORP DEL 看涨期权 | $1.50亿 | 0.01% | 2,340,600 | 1,778,200 | 316.2% | $1.14亿 | 加仓 |
| VICR | VICOR CORP 看跌期权 | $1.50亿 | 0.01% | 394,200 | 308,500 | 360.0% | $1.17亿 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC | $1.50亿 | 0.01% | 2,000,016 | 1,891,488 | 1,742.9% | $1.42亿 | 加仓 |
| XYZ | BLOCK INC 看跌期权 | $1.50亿 | 0.01% | 1,968,100 | -1,700,600 | -46.4% | -$1.29亿 | 减仓 |
| MAGS | LISTED FDS TR 看涨期权 | $1.49亿 | 0.01% | 2,317,600 | -743,600 | -24.3% | -$4,781.35万 | 减仓 |
| FUTU | FUTU HLDGS LTD 看跌期权 | $1.49亿 | 0.01% | 1,588,700 | 1,192,200 | 300.7% | $1.12亿 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 看涨期权 | $1.49亿 | 0.01% | 211,400 | 145,100 | 218.9% | $1.02亿 | 加仓 |
| RIVN | RIVIAN AUTOMOTIVE INC 看涨期权 | $1.49亿 | 0.01% | 8,560,300 | -1,267,900 | -12.9% | -$2,199.81万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $1.48亿 | 0.01% | 449,823 | 334,951 | 291.6% | $1.11亿 | 加仓 |
| CCL | CARNIVAL CORP LTD 看跌期权 | $1.48亿 | 0.01% | 5,191,100 | 5,191,100 | — | $1.48亿 | 新建仓 |
| TSEM | TOWER SEMICONDUCTOR LTD 看跌期权 | $1.48亿 | 0.01% | 569,000 | 230,400 | 68.0% | $6,005.15万 | 加仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $1.48亿 | 0.01% | 660,452 | 650,571 | 6,584.1% | $1.46亿 | 加仓 |
| PAAS | PAN AMERN SILVER CORP | $1.48亿 | 0.01% | 3,293,939 | -3,079,908 | -48.3% | -$1.38亿 | 减仓 |
| LUNR | INTUITIVE MACHINES INC 看涨期权 | $1.48亿 | 0.01% | 6,896,500 | 1,588,200 | 29.9% | $3,397.16万 | 加仓 |
| CB | CHUBB LIMITED 看涨期权 | $1.47亿 | 0.01% | 431,600 | 264,600 | 158.4% | $9,015.98万 | 加仓 |
| KR | KROGER CO | $1.47亿 | 0.01% | 2,647,097 | 2,608,309 | 6,724.5% | $1.45亿 | 加仓 |
| RSP | INVESCO EXCHANGE TRADED FD T 看跌期权 | $1.47亿 | 0.01% | 690,000 | -50,800 | -6.9% | -$1,080.87万 | 减仓 |
| RBRK | RUBRIK INC. 看涨期权 | $1.47亿 | 0.01% | 1,826,800 | 235,100 | 14.8% | $1,887.38万 | 加仓 |
| DT | DYNATRACE INC | $1.46亿 | 0.01% | 3,328,545 | 1,445,999 | 76.8% | $6,349.38万 | 加仓 |
| CAMT | CAMTEK LTD | $1.46亿 | 0.01% | 895,030 | 664,105 | 287.6% | $1.08亿 | 加仓 |
| TECL | DIREXION SHARES ETF TRUST 看涨期权 | $1.46亿 | 0.01% | 632,600 | 239,600 | 61.0% | $5,529.01万 | 加仓 |
| URI | UNITED RENTALS INC 看跌期权 | $1.45亿 | 0.01% | 128,300 | 21,600 | 20.2% | $2,447.04万 | 加仓 |
| RY | ROYAL BK CDA | $1.45亿 | 0.01% | 700,239 | 628,595 | 877.4% | $1.30亿 | 加仓 |
| GFS | GLOBALFOUNDRIES INC 看涨期权 | $1.45亿 | 0.01% | 1,757,800 | 602,300 | 52.1% | $4,963.55万 | 加仓 |
| DAL | DELTA AIR LINES INC | $1.45亿 | 0.01% | 1,546,448 | 1,160,104 | 300.3% | $1.09亿 | 加仓 |
| ZTS | ZOETIS INC | $1.45亿 | 0.01% | 2,011,337 | 2,004,257 | 28,308.7% | $1.44亿 | 加仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC 看跌期权 | $1.44亿 | 0.01% | 1,928,300 | 1,928,300 | — | $1.44亿 | 新建仓 |
| SUNB | SUNBELT RENTALS HOLDINGS INC 看涨期权 | $1.44亿 | 0.01% | 1,925,600 | 1,925,600 | — | $1.44亿 | 新建仓 |
| MRK | MERCK & CO INC | $1.44亿 | 0.01% | 1,121,026 | 769,895 | 219.3% | $9,893.15万 | 加仓 |
| CMI | CUMMINS INC 看涨期权 | $1.44亿 | 0.01% | 201,900 | 95,700 | 90.1% | $6,825.42万 | 加仓 |
| PTC | PTC INC | $1.44亿 | 0.01% | 1,263,791 | 1,113,413 | 740.4% | $1.26亿 | 加仓 |
| GLXY | GALAXY DIGITAL INC. | $1.43亿 | 0.01% | 5,233,560 | 3,739,712 | 250.3% | $1.02亿 | 加仓 |
| PBR | PETROLEO BRASILEIRO S A | $1.43亿 | 0.01% | 8,839,100 | 7,312,880 | 479.1% | $1.18亿 | 加仓 |
| BX | BLACKSTONE INC | $1.42亿 | 0.01% | 1,209,165 | 858,384 | 244.7% | $1.01亿 | 加仓 |
| ABNB | AIRBNB INC 看跌期权 | $1.42亿 | 0.01% | 992,500 | -634,300 | -39.0% | -$9,076.83万 | 减仓 |
| NU | NU HLDGS LTD 看跌期权 | $1.42亿 | 0.01% | 10,598,900 | 5,068,600 | 91.7% | $6,771.65万 | 加仓 |
| XYZ | BLOCK INC 看涨期权 | $1.42亿 | 0.01% | 1,862,700 | 124,000 | 7.1% | $942.40万 | 加仓 |
| MARA | MARA HOLDINGS INC 看涨期权 | $1.42亿 | 0.01% | 10,191,300 | -726,300 | -6.7% | -$1,008.83万 | 减仓 |
| MCK | MCKESSON CORP 看涨期权 | $1.41亿 | 0.01% | 186,800 | 102,600 | 121.9% | $7,752.46万 | 加仓 |
| ZM | ZOOM COMMUNICATIONS INC 看涨期权 | $1.41亿 | 0.01% | 1,634,200 | 438,900 | 36.7% | $3,788.15万 | 加仓 |
| VST | VISTRA CORP | $1.41亿 | 0.01% | 888,652 | -2,364,357 | -72.7% | -$3.75亿 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $1.41亿 | 0.01% | 2,652,560 | 2,498,139 | 1,617.7% | $1.33亿 | 加仓 |
| MMM | 3M CO 看涨期权 | $1.40亿 | 0.01% | 867,100 | 441,400 | 103.7% | $7,146.71万 | 加仓 |
| URI | UNITED RENTALS INC | $1.40亿 | 0.01% | 123,891 | 121,877 | 6,051.5% | $1.38亿 | 加仓 |
| BP | BP PLC 看涨期权 | $1.40亿 | 0.01% | 3,796,100 | 755,900 | 24.9% | $2,793.05万 | 加仓 |
| CHDN | CHURCHILL DOWNS INC 看跌期权 | $1.40亿 | 0.01% | 1,562,400 | 1,445,600 | 1,237.7% | $1.30亿 | 加仓 |
| VTEB | VANGUARD MUN BD FDS | $1.39亿 | 0.01% | 2,754,583 | 2,718,566 | 7,548.0% | $1.38亿 | 加仓 |
| SYK | STRYKER CORPORATION 看涨期权 | $1.39亿 | 0.01% | 441,400 | 318,500 | 259.2% | $1.00亿 | 加仓 |
| HUT | HUT 8 CORP | $1.39亿 | 0.01% | 1,201,989 | 813,330 | 209.3% | $9,389.49万 | 加仓 |
| AFRM | AFFIRM HLDGS INC 看涨期权 | $1.39亿 | 0.01% | 1,699,000 | 820,500 | 93.4% | $6,691.18万 | 加仓 |
| XME | SPDR SERIES TRUST 看跌期权 | $1.38亿 | 0.01% | 1,294,400 | 189,000 | 17.1% | $2,020.98万 | 加仓 |
| AGI | ALAMOS GOLD INC | $1.38亿 | 0.01% | 4,552,731 | 1,831,646 | 67.3% | $5,557.21万 | 加仓 |
| XOP | SPDR SERIES TRUST 看涨期权 | $1.38亿 | 0.01% | 893,200 | 421,200 | 89.2% | $6,497.43万 | 加仓 |
| WDAY | WORKDAY INC 看涨期权 | $1.38亿 | 0.01% | 1,125,100 | 301,800 | 36.7% | $3,694.64万 | 加仓 |
| HIMS | HIMS & HERS HEALTH INC 看跌期权 | $1.38亿 | 0.01% | 3,969,400 | -894,700 | -18.4% | -$3,101.92万 | 减仓 |
| HUM | HUMANA INC 看涨期权 | $1.37亿 | 0.01% | 345,100 | 142,200 | 70.1% | $5,648.47万 | 加仓 |
| NXPI | NXP SEMICONDUCTORS N V 看跌期权 | $1.37亿 | 0.01% | 486,200 | 259,600 | 114.6% | $7,295.54万 | 加仓 |
| MPC | MARATHON PETE CORP 看涨期权 | $1.36亿 | 0.01% | 533,700 | 259,600 | 94.7% | $6,637.19万 | 加仓 |
| BURL | BURLINGTON STORES INC 看跌期权 | $1.36亿 | 0.01% | 430,400 | -79,400 | -15.6% | -$2,515.39万 | 减仓 |
| ROKU | ROKU INC 看跌期权 | $1.36亿 | 0.01% | 983,200 | -570,800 | -36.7% | -$7,885.03万 | 减仓 |
| AXP | AMERICAN EXPRESS CO | $1.36亿 | 0.01% | 400,609 | 241,646 | 152.0% | $8,173.68万 | 加仓 |
| DOW | DOW HLDGS INC 看跌期权 | $1.35亿 | 0.01% | 4,944,600 | 1,201,100 | 32.1% | $3,286.21万 | 加仓 |
| T | AT&T INC | $1.35亿 | 0.01% | 6,524,927 | 6,115,187 | 1,492.5% | $1.27亿 | 加仓 |
| MDY | STATE STR SPDR S&P MIDCAP 40 看跌期权 | $1.35亿 | 0.01% | 191,500 | 45,100 | 30.8% | $3,172.06万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC 看涨期权 | $1.35亿 | 0.01% | 3,957,300 | 1,924,400 | 94.7% | $6,542.96万 | 加仓 |
| CBOE | CBOE GLOBAL MKTS INC 看涨期权 | $1.34亿 | 0.01% | 551,700 | 459,100 | 495.8% | $1.11亿 | 加仓 |
| OKTA | OKTA INC 看跌期权 | $1.34亿 | 0.01% | 980,900 | 210,800 | 27.4% | $2,876.37万 | 加仓 |
| IDEV | ISHARES TR | $1.34亿 | 0.01% | 1,502,478 | 1,430,828 | 1,997.0% | $1.27亿 | 重新持有 |
| ARMK | ARAMARK | $1.34亿 | 0.01% | 2,349,371 | 2,182,443 | 1,307.4% | $1.24亿 | 加仓 |
| HUBB | HUBBELL INC | $1.33亿 | 0.01% | 255,013 | 104,277 | 69.2% | $5,455.77万 | 加仓 |
| CIFR | CIPHER DIGITAL INC 看跌期权 | $1.33亿 | 0.01% | 5,442,000 | -2,201,900 | -28.8% | -$5,394.65万 | 减仓 |
| TWLO | TWILIO INC 看涨期权 | $1.33亿 | 0.01% | 646,100 | 379,300 | 142.2% | $7,826.10万 | 加仓 |
| FLEX | FLEX LTD 看跌期权 | $1.33亿 | 0.01% | 822,500 | 626,600 | 319.9% | $1.02亿 | 加仓 |
| NU | NU HLDGS LTD 看涨期权 | $1.33亿 | 0.01% | 9,965,300 | 5,092,200 | 104.5% | $6,803.18万 | 加仓 |
| KEEL | KEEL INFRASTRUCTURE CORP | $1.33亿 | 0.01% | 23,183,128 | 23,183,128 | — | $1.33亿 | 新建仓 |
| AMGN | AMGEN INC 看跌期权 | $1.33亿 | 0.01% | 367,000 | -286,500 | -43.8% | -$1.04亿 | 减仓 |
| SPXL | DIREXION SHARES ETF TRUST 看涨期权 | $1.33亿 | 0.01% | 490,500 | 24,500 | 5.3% | $663.14万 | 加仓 |
| IONQ | IONQ INC 看跌期权 | $1.33亿 | 0.01% | 2,492,000 | 964,500 | 63.1% | $5,136.93万 | 加仓 |
| EBAY | EBAY INC. | $1.32亿 | 0.01% | 1,182,187 | -669,005 | -36.1% | -$7,476.13万 | 减仓 |
| SO | SOUTHERN CO 看涨期权 | $1.32亿 | 0.01% | 1,378,200 | 556,600 | 67.7% | $5,327.22万 | 加仓 |
| CMG | CHIPOTLE MEXICAN GRILL INC | $1.32亿 | 0.01% | 3,877,308 | -859,981 | -18.2% | -$2,923.94万 | 减仓 |
| CBOE | CBOE GLOBAL MKTS INC | $1.32亿 | 0.01% | 543,113 | 469,239 | 635.2% | $1.14亿 | 加仓 |
| SE | SEA LTD 看跌期权 | $1.32亿 | 0.01% | 1,375,300 | 414,700 | 43.2% | $3,974.07万 | 加仓 |
| TSLL | DIREXION SHARES ETF TRUST 看跌期权 | $1.32亿 | 0.01% | 9,306,700 | -2,505,600 | -21.2% | -$3,547.93万 | 减仓 |
| JBL | JABIL INC 看跌期权 | $1.31亿 | 0.01% | 340,400 | 213,400 | 168.0% | $8,226.14万 | 加仓 |