Jump Financial, LLC
Chicago IL · SEC CIK 0001831577
$124.47亿2026Q2 申报市值
1,964持仓数
23.6%前十大占比 · 第一大 5.6%
504 / 649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+$6.28亿
SPY 加仓+$5.31亿
SOXL 加仓+$1.88亿
VOO 重新持有+$1.82亿
ORCL 加仓+$5,302.66万
2026Q2 卖出最多 按季末市值估算
IWM 减仓-$3.33亿
SNDK 减仓-$1.07亿
AMD 减仓-$9,840.79万
MU 减仓-$9,025.97万
TLT 重新持有-$8,774.74万
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 |
|---|---|---|---|---|---|---|---|---|
| SMCI | Super Micro Computer Inc | $148.68万 | 0.01% | 50,692 | 30,835 | 155.3% | $90.44万 | 加仓 |
| TECX | Tectonic Therapeutic Inc | $149.19万 | 0.01% | 43,400 | 302 | 0.7% | $1.04万 | 加仓 |
| LMAT | LeMaitre Vascular Inc | $149.70万 | 0.01% | 15,600 | -3,732 | -19.3% | -$35.81万 | 减仓 |
| DHI | DR Horton Inc | $149.74万 | 0.01% | 9,193 | -28,427 | -75.6% | -$463.02万 | 减仓 |
| ADMA | ADMA Biologics Inc | $150.66万 | 0.01% | 180,000 | -265,077 | -59.6% | -$221.87万 | 减仓 |
| VEA | Vanguard FTSE Developed Markets ETF | $150.71万 | 0.01% | 21,152 | -1,159 | -5.2% | -$8.26万 | 重新持有 |
| RDY | Dr Reddy's Laboratories Ltd | $150.99万 | 0.01% | 104,200 | 12,783 | 14.0% | $18.52万 | 加仓 |
| JOE | St Joe Co/The | $151.56万 | 0.01% | 24,200 | 11,500 | 90.6% | $72.02万 | 加仓 |
| — | Osisko Development Corp | $151.88万 | 0.01% | 617,384 | 381,542 | 161.8% | $93.86万 | 加仓 |
| HPK | HighPeak Energy Inc | $151.89万 | 0.01% | 217,302 | 178,744 | 463.6% | $124.94万 | 重新持有 |
| WAT | Waters Corp | $151.93万 | 0.01% | 4,051 | -94 | -2.3% | -$3.53万 | 重新持有 |
| CABA | Cabaletta Bio Inc | $152.01万 | 0.01% | 488,775 | 472,075 | 2,826.8% | $146.82万 | 加仓 |
| TECH | Bio-Techne Corp | $152.58万 | 0.01% | 21,596 | 17,047 | 374.7% | $120.44万 | 加仓 |
| MVLL | GraniteShares 2x Long MRVL Daily ETF | $152.59万 | 0.01% | 26,583 | 26,583 | — | $152.59万 | 新建仓 |
| ESAB | Esab Corp | $152.91万 | 0.01% | 15,503 | 15,503 | — | $152.91万 | 新建仓 |
| RDWR | Radware Ltd | $153.40万 | 0.01% | 49,707 | 35,007 | 238.1% | $108.03万 | 加仓 |
| FIGS | Figs Inc | $153.45万 | 0.01% | 149,996 | 102,417 | 215.3% | $104.77万 | 加仓 |
| DXC | DXC Technology Co | $153.47万 | 0.01% | 173,410 | 4,162 | 2.5% | $3.68万 | 加仓 |
| UPB | Upstream Bio Inc | $154.47万 | 0.01% | 223,223 | -96,177 | -30.1% | -$66.55万 | 减仓 |
| COLL | Collegium Pharmaceutical Inc | $154.84万 | 0.01% | 42,773 | 31,173 | 268.7% | $112.85万 | 加仓 |
| ATMU | Atmus Filtration Technologies Inc | $155.61万 | 0.01% | 30,518 | 15,709 | 106.1% | $80.10万 | 加仓 |
| MCHB | Mechanics Bancorp | $155.82万 | 0.01% | 97,997 | 97,997 | — | $155.82万 | 新建仓 |
| RACE | Ferrari NV | $156.51万 | 0.01% | 4,204 | -20,242 | -82.8% | -$753.59万 | 减仓 |
| BAH | Booz Allen Hamilton Holding Corp | $156.53万 | 0.01% | 25,801 | -15,913 | -38.1% | -$96.54万 | 减仓 |
| DOLE | Dole PLC | $156.73万 | 0.01% | 114,238 | 42,050 | 58.3% | $57.69万 | 加仓 |
| RL | Ralph Lauren Corp | $156.91万 | 0.01% | 3,909 | -7,395 | -65.4% | -$296.84万 | 重新持有 |
| BX | Blackstone Inc | $157.34万 | 0.01% | 13,371 | -48,168 | -78.3% | -$566.79万 | 减仓 |
| KYMR | Kymera Therapeutics Inc | $158.28万 | 0.01% | 13,803 | 13,803 | — | $158.28万 | 新建仓 |
| AMSF | AMERISAFE Inc | $159.92万 | 0.01% | 47,272 | 47,272 | — | $159.92万 | 新建仓 |
| MTH | Meritage Homes Corp | $160.19万 | 0.01% | 19,104 | 1,444 | 8.2% | $12.11万 | 加仓 |
| SCO | ProShares UltraShort Bloomberg Crude Oil | $160.40万 | 0.01% | 45,802 | 45,802 | — | $160.40万 | 新建仓 |
| YELP | Yelp Inc | $160.75万 | 0.01% | 65,560 | 65,560 | — | $160.75万 | 新建仓 |
| DCO | Ducommun Inc | $161.13万 | 0.01% | 8,700 | -573 | -6.2% | -$10.61万 | 减仓 |
| ABNB | Airbnb Inc | $161.29万 | 0.01% | 11,271 | 7,974 | 241.9% | $114.11万 | 加仓 |
| LINC | Lincoln Educational Services Corp | $161.58万 | 0.01% | 32,380 | -73,871 | -69.5% | -$368.62万 | 减仓 |
| SOXQ | Invesco PHLX Semiconductor ETF | $161.77万 | 0.01% | 14,431 | 1,604 | 12.5% | $17.98万 | 加仓 |
| SHY | iShares 1-3 Year Treasury Bond ETF | $162.06万 | 0.01% | 19,737 | -11,142 | -36.1% | -$91.49万 | 重新持有 |
| CXM | Sprinklr Inc | $162.25万 | 0.01% | 314,446 | 297,868 | 1,796.8% | $153.70万 | 加仓 |
| SPSC | SPS Commerce Inc | $162.30万 | 0.01% | 28,389 | -31,697 | -52.8% | -$181.21万 | 减仓 |
| SPGP | Invesco S&P 500 GARP ETF | $162.34万 | 0.01% | 13,275 | -41,035 | -75.6% | -$501.82万 | 减仓 |
| LAZ | Lazard Inc | $162.61万 | 0.01% | 38,773 | 27,358 | 239.7% | $114.74万 | 加仓 |
| HCA | HCA Healthcare Inc | $163.05万 | 0.01% | 4,182 | 3,605 | 624.8% | $140.56万 | 加仓 |
| GPRE | Green Plains Inc | $163.20万 | 0.01% | 1,200,000 | 0 | 0.0% | — | 不变 |
| WTS | Watts Water Technologies Inc | $163.90万 | 0.01% | 4,187 | 2,663 | 174.7% | $104.24万 | 加仓 |
| COHR | Coherent Corp | $164.42万 | 0.01% | 4,168 | -1,790 | -30.0% | -$70.61万 | 减仓 |
| JKHY | Jack Henry & Associates Inc | $164.42万 | 0.01% | 11,937 | 11,937 | — | $164.42万 | 新建仓 |
| BKR | Baker Hughes Co | $165.61万 | 0.01% | 29,839 | -213,599 | -87.7% | -$1,185.47万 | 减仓 |
| POST | Post Holdings Inc | $165.93万 | 0.01% | 18,800 | 9,066 | 93.1% | $80.02万 | 加仓 |
| PPTA | Perpetua Resources Corp | $166.09万 | 0.01% | 80,007 | 80,007 | — | $166.09万 | 新建仓 |
| MAS | Masco Corp | $166.95万 | 0.01% | 20,518 | 11,989 | 140.6% | $97.55万 | 重新持有 |
| USAC | USA Compression Partners LP | $167.85万 | 0.01% | 63,605 | -4,983 | -7.3% | -$13.15万 | 减仓 |
| PERI | Perion Network Ltd | $169.71万 | 0.01% | 174,777 | 70,767 | 68.0% | $68.71万 | 加仓 |
| ANNX | Annexon Inc | $170.04万 | 0.01% | 297,800 | 174,942 | 142.4% | $99.89万 | 重新持有 |
| WLY | John Wiley & Sons Inc | $171.24万 | 0.01% | 35,300 | -35,975 | -50.5% | -$174.51万 | 减仓 |
| BCPC | Balchem Corp | $171.97万 | 0.01% | 10,179 | -20,544 | -66.9% | -$347.09万 | 减仓 |
| VMRK | Equity Residential | $172.16万 | 0.01% | 25,344 | 17,787 | 235.4% | $120.83万 | 加仓 |
| GLBE | Global-e Online Ltd | $174.02万 | 0.01% | 50,107 | -70,093 | -58.3% | -$243.43万 | 减仓 |
| INV | Innventure Inc | $174.34万 | 0.01% | 343,867 | 212,066 | 160.9% | $107.52万 | 加仓 |
| PSNL | Personalis Inc | $174.59万 | 0.01% | 130,294 | 130,294 | — | $174.59万 | 新建仓 |
| MS | Morgan Stanley | $175.59万 | 0.01% | 8,400 | -104,597 | -92.6% | -$2,186.50万 | 减仓 |
| RES | RPC Inc | $175.83万 | 0.01% | 301,600 | -69,018 | -18.6% | -$40.24万 | 减仓 |
| — | GraniteShares 2x Short NVDA Daily ETF | $176.86万 | 0.01% | 339,459 | 123,367 | 57.1% | $64.27万 | 加仓 |
| BRSL | Brightstar Lottery PLC | $179.09万 | 0.01% | 167,064 | 34,961 | 26.5% | $37.48万 | 加仓 |
| DIS | Walt Disney Co/The | $179.61万 | 0.01% | 18,661 | 2,582 | 16.1% | $24.85万 | 重新持有 |
| KEX | Kirby Corp | $179.78万 | 0.01% | 13,222 | 10,522 | 389.7% | $143.07万 | 加仓 |
| CARG | Cargurus Inc | $180.00万 | 0.01% | 52,800 | 52,800 | — | $180.00万 | 新建仓 |
| SRE | Sempra | $180.66万 | 0.01% | 19,487 | 19,487 | — | $180.66万 | 新建仓 |
| CRTO | Criteo SA | $181.02万 | 0.01% | 99,024 | 73,521 | 288.3% | $134.40万 | 加仓 |
| SILJ | Amplify Junior Silver Miners ETF | $181.59万 | 0.01% | 70,057 | 13,431 | 23.7% | $34.81万 | 加仓 |
| MRAM | Everspin Technologies Inc | $181.86万 | 0.01% | 75,211 | 75,211 | — | $181.86万 | 新建仓 |
| TIP | iShares TIPS Bond ETF | $182.52万 | 0.01% | 16,679 | 16,679 | — | $182.52万 | 新建仓 |
| BKSY | BlackSky Technology Inc | $182.88万 | 0.01% | 65,500 | -186,800 | -74.0% | -$521.55万 | 减仓 |
| SPOT | Spotify Technology SA | $183.65万 | 0.01% | 4,000 | 2,673 | 201.4% | $122.73万 | 加仓 |
| ZWS | Zurn Elkay Water Solutions Corp | $184.09万 | 0.01% | 36,432 | 3,382 | 10.2% | $17.09万 | 加仓 |
| — | Direxion Daily MRVL Bull 2X ETF | $184.73万 | 0.01% | 8,073 | 8,073 | — | $184.73万 | 新建仓 |
| BDC | Belden Inc | $185.19万 | 0.01% | 15,444 | 15,444 | — | $185.19万 | 新建仓 |
| BLCO | Bausch & Lomb Corp | $185.21万 | 0.01% | 111,844 | 70,344 | 169.5% | $116.49万 | 加仓 |
| WMB | Williams Cos Inc/The | $185.37万 | 0.01% | 24,935 | 7,724 | 44.9% | $57.42万 | 加仓 |
| CE | Celanese Corp | $188.11万 | 0.02% | 40,893 | 30,136 | 280.2% | $138.63万 | 加仓 |
| URBN | Urban Outfitters Inc | $188.61万 | 0.02% | 26,617 | 17,436 | 189.9% | $123.55万 | 加仓 |
| MRNA | Moderna Inc | $189.30万 | 0.02% | 27,031 | -598,862 | -95.7% | -$4,193.83万 | 重新持有 |
| RXT | Rackspace Technology Inc | $189.75万 | 0.02% | 290,581 | 255,621 | 731.2% | $166.92万 | 重新持有 |
| EVER | EverQuote Inc | $189.81万 | 0.02% | 79,786 | 42,786 | 115.6% | $101.79万 | 加仓 |
| PCOR | Procore Technologies Inc | $189.89万 | 0.02% | 46,749 | 32,902 | 237.6% | $133.65万 | 加仓 |
| DRI | Darden Restaurants Inc | $189.90万 | 0.02% | 9,218 | 6,825 | 285.2% | $140.60万 | 加仓 |
| AGG | iShares Core U.S. Aggregate Bond ETF | $190.12万 | 0.02% | 19,208 | 19,208 | — | $190.12万 | 新建仓 |
| TRS | TriMas Corp | $190.22万 | 0.02% | 42,242 | 42,242 | — | $190.22万 | 新建仓 |
| FHN | First Horizon Corp | $190.64万 | 0.02% | 74,353 | 43,948 | 144.5% | $112.68万 | 加仓 |
| ARWR | Arrowhead Pharmaceuticals Inc | $191.26万 | 0.02% | 23,464 | 23,464 | — | $191.26万 | 新建仓 |
| CVLT | Commvault Systems Inc | $191.34万 | 0.02% | 13,500 | -16,552 | -55.1% | -$234.59万 | 减仓 |
| GSL | Global Ship Lease Inc | $191.43万 | 0.02% | 50,911 | 25,004 | 96.5% | $94.02万 | 加仓 |
| GRRR | Gorilla Technology Group Inc | $191.94万 | 0.02% | 96,549 | 96,549 | — | $191.94万 | 新建仓 |
| — | Crinetics Pharmaceuticals Inc | $192.34万 | 0.02% | 51,400 | 35,400 | 221.2% | $132.47万 | 加仓 |
| NVAX | Novavax Inc | $192.94万 | 0.02% | 204,815 | 183,515 | 861.6% | $172.87万 | 加仓 |
| CR | Crane Co | $194.07万 | 0.02% | 8,700 | -3,207 | -26.9% | -$71.54万 | 重新持有 |
| PRAA | PRA Group Inc | $194.54万 | 0.02% | 102,444 | -9,155 | -8.2% | -$17.39万 | 减仓 |
| ESI | Element Solutions Inc | $194.84万 | 0.02% | 40,804 | 40,804 | — | $194.84万 | 新建仓 |
| — | Direxion Daily S&P 500 Bear 1X ETF | $194.88万 | 0.02% | 224,771 | 224,771 | — | $194.88万 | 新建仓 |
| ARE | Alexandria Real Estate Equities Inc | $195.32万 | 0.02% | 36,958 | 23,948 | 184.1% | $126.57万 | 加仓 |
| EXP | Eagle Materials Inc | $195.37万 | 0.02% | 8,683 | 5,733 | 194.3% | $128.99万 | 重新持有 |