Schonfeld Strategic Advisors LLC
NEW YORK NY · SEC CIK 0001665241
$281.30亿2026Q2 申报市值
2,556持仓数
28.7%前十大占比 · 第一大 10.2%
778 / 656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
IVV 加仓+$7.09亿
NVDA 加仓+$4.62亿
MSFT 加仓+$3.20亿
EWZ 重新持有+$3.18亿
GOOGL 加仓+$2.60亿
2026Q2 卖出最多 按季末市值估算
SPY 减仓-$1.91亿
VRT 重新持有-$1.22亿
ARM 减仓-$1.22亿
META 减仓-$1.21亿
AMAT 减仓-$8,734.71万
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 |
|---|---|---|---|---|---|---|---|---|
| FN | FABRINET | $187.40万 | 0.01% | 3,334 | 1,433 | 75.4% | $80.55万 | 加仓 |
| TEL | TE CONNECTIVITY PLC | $187.22万 | 0.01% | 9,286 | 144 | 1.6% | $2.90万 | 加仓 |
| CEG | CONSTELLATION ENERGY CORP | $187.05万 | 0.01% | 7,531 | 5,361 | 247.1% | $133.15万 | 重新持有 |
| SAN | BANCO SANTANDER SA | $186.55万 | 0.01% | 135,181 | 135,181 | — | $186.55万 | 新建仓 |
| RMBS | RAMBUS INC DEL | $185.84万 | 0.01% | 14,000 | 10,495 | 299.4% | $139.31万 | 重新持有 |
| MUX | MCEWEN INC. | $185.81万 | 0.01% | 102,490 | -9,392 | -8.4% | -$17.03万 | 减仓 |
| — | THERAVANCE BIOPHARMA INC | $185.09万 | 0.01% | 108,879 | 92,324 | 557.7% | $156.95万 | 重新持有 |
| MDB | MONGODB INC 看涨期权 | $184.74万 | 0.01% | 5,500 | -500 | -8.3% | -$16.79万 | 减仓 |
| MDB | MONGODB INC 看跌期权 | $184.74万 | 0.01% | 5,500 | 5,500 | — | $184.74万 | 新建仓 |
| DEC | DIVERSIFIED ENERGY CO | $184.58万 | 0.01% | 133,176 | 55,735 | 72.0% | $77.25万 | 加仓 |
| BEAM | BEAM THERAPEUTICS INC | $184.37万 | 0.01% | 53,722 | -74,638 | -58.1% | -$256.16万 | 重新持有 |
| NVAX | NOVAVAX INC | $183.28万 | 0.01% | 194,567 | 104,654 | 116.4% | $98.58万 | 加仓 |
| CUZ | COUSINS PPTYS INC | $182.99万 | 0.01% | 61,039 | -99,395 | -62.0% | -$297.99万 | 减仓 |
| WSO | WATSCO INC | $182.57万 | 0.01% | 4,381 | 685 | 18.5% | $28.55万 | 重新持有 |
| HLIO | HELIOS TECHNOLOGIES INC | $182.39万 | 0.01% | 20,436 | 11,104 | 119.0% | $99.10万 | 加仓 |
| RLJ | RLJ LODGING TR | $182.35万 | 0.01% | 153,880 | 86,536 | 128.5% | $102.55万 | 重新持有 |
| NVO | NOVO-NORDISK A S 看涨期权 | $182.17万 | 0.01% | 38,000 | 38,000 | — | $182.17万 | 新建仓 |
| NVO | NOVO-NORDISK A S 看跌期权 | $182.17万 | 0.01% | 38,000 | -62,500 | -62.2% | -$299.62万 | 重新持有 |
| DOLE | DOLE PLC | $181.81万 | 0.01% | 132,514 | 89,689 | 209.4% | $123.05万 | 重新持有 |
| GBX | GREENBRIER COS INC | $181.63万 | 0.01% | 37,059 | 31,370 | 551.4% | $153.74万 | 加仓 |
| HONA | HONEYWELL AEROSPACE INC | $181.46万 | 0.01% | 8,208 | 8,208 | — | $181.46万 | 新建仓 |
| HON | HONEYWELL INTL INC | $181.11万 | 0.01% | 8,089 | -161,116 | -95.2% | -$3,607.39万 | 减仓 |
| LUNR | INTUITIVE MACHINES INC | $180.88万 | 0.01% | 84,562 | 72,514 | 601.9% | $155.11万 | 加仓 |
| R | RYDER SYS INC | $180.79万 | 0.01% | 6,854 | 6,854 | — | $180.79万 | 新建仓 |
| TRP | TC ENERGY CORP | $179.88万 | 0.01% | 27,135 | 17,802 | 190.7% | $118.01万 | 重新持有 |
| RBC | RBC BEARINGS INC | $178.60万 | 0.01% | 2,773 | 1,975 | 247.5% | $127.20万 | 加仓 |
| CMI | CUMMINS INC 看跌期权 | $178.30万 | 0.01% | 2,500 | 2,500 | — | $178.30万 | 新建仓 |
| CMI | CUMMINS INC 看涨期权 | $178.30万 | 0.01% | 2,500 | 2,500 | — | $178.30万 | 新建仓 |
| SITM | SITIME CORP | $178.26万 | 0.01% | 2,391 | 2,391 | — | $178.26万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY 看跌期权 | $177.90万 | 0.01% | 4,600 | 4,600 | — | $177.90万 | 新建仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY 看涨期权 | $177.90万 | 0.01% | 4,600 | 4,600 | — | $177.90万 | 新建仓 |
| JOE | ST JOE CO | $177.84万 | 0.01% | 28,395 | 15,280 | 116.5% | $95.70万 | 加仓 |
| QS | QUANTUMSCAPE CORP | $177.48万 | 0.01% | 234,768 | 21,467 | 10.1% | $16.23万 | 加仓 |
| MNKD | MANNKIND CORP | $177.42万 | 0.01% | 416,483 | 376,872 | 951.4% | $160.55万 | 加仓 |
| ASH | ASHLAND INC | $177.33万 | 0.01% | 26,913 | -79,986 | -74.8% | -$527.03万 | 减仓 |
| RARE | ULTRAGENYX PHARMACEUTICAL IN | $176.57万 | 0.01% | 52,881 | -441,856 | -89.3% | -$1,475.36万 | 减仓 |
| JBS | JBS N.V. | $176.14万 | 0.01% | 148,640 | -219,824 | -59.7% | -$260.49万 | 减仓 |
| UNIT | UNITI GROUP LLC | $175.96万 | 0.01% | 153,405 | 153,405 | — | $175.96万 | 新建仓 |
| ADM | ARCHER DANIELS MIDLAND CO | $175.41万 | 0.01% | 22,960 | -18,472 | -44.6% | -$141.13万 | 减仓 |
| TBBB | BBB FOODS INC | $175.38万 | 0.01% | 42,087 | 24,124 | 134.3% | $100.52万 | 重新持有 |
| RRR | RED ROCK RESORTS INC | $175.01万 | 0.01% | 26,900 | 19,197 | 249.2% | $124.90万 | 加仓 |
| GCGRU | GENERAL CATALYST GBL RESIL M | $174.93万 | 0.01% | 170,000 | 170,000 | — | $174.93万 | 新建仓 |
| ARR | ARMOUR RESIDENTIAL REIT INC | $174.59万 | 0.01% | 100,051 | 100,051 | — | $174.59万 | 新建仓 |
| DBX | DROPBOX INC | $174.35万 | 0.01% | 63,470 | -36,492 | -36.5% | -$100.24万 | 重新持有 |
| ECH | ISHARES INC | $174.31万 | 0.01% | 43,908 | -68,032 | -60.8% | -$270.09万 | 减仓 |
| EOG | EOG RES INC | $174.25万 | 0.01% | 13,432 | 11,729 | 688.7% | $152.16万 | 加仓 |
| PDD | PDD HOLDINGS INC | $173.91万 | 0.01% | 22,799 | 22,799 | — | $173.91万 | 新建仓 |
| AXIN | AXIOM INTELLIGENCE AC CORP 1 | $173.79万 | 0.01% | 168,075 | -216,925 | -56.3% | -$224.30万 | 减仓 |
| BBAI | BIGBEAR AI HLDGS INC | $173.16万 | 0.01% | 471,818 | 216,901 | 85.1% | $79.60万 | 重新持有 |
| SNX | TD SYNNEX CORPORATION | $173.16万 | 0.01% | 6,477 | 5,034 | 348.9% | $134.58万 | 加仓 |
| SEDG | SOLAREDGE TECHNOLOGIES INC | $173.02万 | 0.01% | 29,607 | 10,331 | 53.6% | $60.37万 | 加仓 |
| CRK | COMSTOCK RES INC | $172.73万 | 0.01% | 115,769 | 115,769 | — | $172.73万 | 新建仓 |
| KMX | CARMAX INC | $172.14万 | 0.01% | 32,547 | 24,480 | 303.5% | $129.47万 | 加仓 |
| KC | KINGSOFT CLOUD HLDGS LTD | $172.14万 | 0.01% | 190,211 | 177,969 | 1,453.8% | $161.06万 | 加仓 |
| FDUS | FIDUS INVT CORP | $172.10万 | 0.01% | 90,246 | 50,114 | 124.9% | $95.57万 | 加仓 |
| LPX | LOUISIANA PAC CORP | $171.56万 | 0.01% | 21,810 | 21,810 | — | $171.56万 | 新建仓 |
| PGY | PAGAYA TECHNOLOGIES LTD | $171.35万 | 0.01% | 93,893 | 80,692 | 611.3% | $147.26万 | 重新持有 |
| VITL | VITAL FARMS INC | $170.91万 | 0.01% | 146,953 | 146,953 | — | $170.91万 | 新建仓 |
| OTGA | OTG ACQUISITION CORP. I | $170.49万 | 0.01% | 167,974 | 83,470 | 98.8% | $84.72万 | 加仓 |
| BGC | BGC GROUP INC | $169.61万 | 0.01% | 158,663 | 88,877 | 127.4% | $95.01万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $169.48万 | 0.01% | 15,896 | 15,896 | — | $169.48万 | 新建仓 |
| SYRE | SPYRE THERAPEUTICS INC | $169.47万 | 0.01% | 19,089 | 19,089 | — | $169.47万 | 新建仓 |
| — | ADICET BIO INC | $168.92万 | 0.01% | 195,514 | 195,514 | — | $168.92万 | 新建仓 |
| RSVR | RESERVOIR MEDIA INC | $168.25万 | 0.01% | 170,122 | 489 | 0.3% | $4,836 | 加仓 |
| CELC | CELCUITY INC | $168.07万 | 0.01% | 16,065 | -18,545 | -53.6% | -$194.02万 | 减仓 |
| VAC | MARRIOTT VACATIONS WORLDWIDE | $167.83万 | 0.01% | 16,473 | -245,031 | -93.7% | -$2,496.37万 | 减仓 |
| — | K2 CAP ACQUISITION CORP | $167.26万 | 0.01% | 168,098 | -9,314 | -5.2% | -$9.27万 | 减仓 |
| PMTR | PERIMETER ACQUISITION CORP I | $167.12万 | 0.01% | 160,385 | 20,385 | 14.6% | $21.24万 | 加仓 |
| CMBT | CMB.TECH NV | $166.50万 | 0.01% | 119,014 | 87,050 | 272.3% | $121.78万 | 加仓 |
| QURE | UNIQURE NV | $166.40万 | 0.01% | 36,126 | -12,698 | -26.0% | -$58.49万 | 减仓 |
| GPI | GROUP 1 AUTOMOTIVE INC | $166.11万 | 0.01% | 5,705 | 5,088 | 824.6% | $148.15万 | 加仓 |
| XBI | SPDR SERIES TRUST | $165.70万 | 0.01% | 10,471 | 2,828 | 37.0% | $44.75万 | 加仓 |
| CAQ | CAMBRIDGE ACQUISITION CORP | $165.50万 | 0.01% | 167,002 | 167,002 | — | $165.50万 | 新建仓 |
| CARR | CARRIER GLOBAL CORPORATION 看跌期权 | $165.04万 | 0.01% | 22,500 | 22,500 | — | $165.04万 | 新建仓 |
| DNMX | DYNAMIX CORP III | $164.84万 | 0.01% | 165,000 | 5,000 | 3.1% | $5.00万 | 加仓 |
| PLAY | DAVE & BUSTERS ENTMT INC | $164.55万 | 0.01% | 144,343 | 91,270 | 172.0% | $104.05万 | 加仓 |
| CLYM | CLIMB BIO INC | $164.48万 | 0.01% | 126,138 | 126,138 | — | $164.48万 | 新建仓 |
| JNJ | JOHNSON & JOHNSON | $164.09万 | 0.01% | 6,461 | 5,421 | 521.2% | $137.68万 | 加仓 |
| KMPR | KEMPER CORP | $164.05万 | 0.01% | 60,849 | -8,561 | -12.3% | -$23.08万 | 减仓 |
| ATAT | ATOUR LIFESTYLE HLDGS LTD | $163.07万 | 0.01% | 51,280 | 18,170 | 54.9% | $57.78万 | 加仓 |
| OGE | OGE ENERGY CORP | $162.77万 | 0.01% | 33,451 | -110,217 | -76.7% | -$536.32万 | 减仓 |
| GATX | GATX CORP | $162.45万 | 0.01% | 9,168 | 3,857 | 72.6% | $68.34万 | 重新持有 |
| VCEL | VERICEL CORP | $162.17万 | 0.01% | 36,451 | 29,733 | 442.6% | $132.28万 | 加仓 |
| WOR | WORTHINGTON ENTERPRISES INC | $162.08万 | 0.01% | 30,149 | 14,173 | 88.7% | $76.19万 | 加仓 |
| ALB | ALBEMARLE CORP 看涨期权 | $162.04万 | 0.01% | 12,000 | 12,000 | — | $162.04万 | 新建仓 |
| ALB | ALBEMARLE CORP 看跌期权 | $162.04万 | 0.01% | 12,000 | 12,000 | — | $162.04万 | 新建仓 |
| SCHW | SCHWAB CHARLES CORP | $161.68万 | 0.01% | 17,523 | 1,739 | 11.0% | $16.05万 | 加仓 |
| AESI | ATLAS ENERGY SOLUTIONS INC | $161.01万 | 0.01% | 96,935 | 96,935 | — | $161.01万 | 新建仓 |
| CC | CHEMOURS CO | $160.80万 | 0.01% | 78,364 | -151,164 | -65.9% | -$310.19万 | 减仓 |
| CARR | CARRIER GLOBAL CORPORATION 看涨期权 | $159.90万 | 0.01% | 21,800 | 0 | 0.0% | — | 不变 |
| RACE | FERRARI N V | $159.23万 | 0.01% | 4,277 | -7,187 | -62.7% | -$267.56万 | 减仓 |
| UBER | UBER TECHNOLOGIES INC 看跌期权 | $158.75万 | 0.01% | 22,000 | -13,000 | -37.1% | -$93.81万 | 重新持有 |
| UBER | UBER TECHNOLOGIES INC 看涨期权 | $158.75万 | 0.01% | 22,000 | -13,000 | -37.1% | -$93.81万 | 重新持有 |
| DOW | DOW HLDGS INC | $158.44万 | 0.01% | 57,911 | -133,523 | -69.7% | -$365.32万 | 减仓 |
| SI | SHOULDER INNOVATIONS INC | $157.65万 | 0.01% | 77,737 | 77,737 | — | $157.65万 | 新建仓 |
| LATA | GALATA ACQUISITION CORP II | $157.51万 | 0.01% | 155,798 | 20,800 | 15.4% | $21.03万 | 加仓 |
| TACO | BERTO ACQUISITION CORP | $157.35万 | 0.01% | 150,000 | -17,873 | -10.6% | -$18.75万 | 减仓 |
| CCAQ | COLLECTIVE ACQUISITION CORP | $157.00万 | 0.01% | 150,385 | -29,494 | -16.4% | -$30.79万 | 减仓 |
| NCNO | NCINO INC | $156.67万 | 0.01% | 95,820 | -24,792 | -20.6% | -$40.53万 | 减仓 |
| WHK | WHITEHAWK MINERALS CORP | $156.57万 | 0.01% | 56,281 | 56,281 | — | $156.57万 | 新建仓 |