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 |
|---|---|---|---|---|---|---|---|---|
| DCI | Donaldson Co Inc | $309.27万 | 0.02% | 34,451 | 16,398 | 90.8% | $147.20万 | 重新持有 |
| ROIV | Roivant Sciences Ltd | $309.45万 | 0.02% | 87,440 | 87,440 | — | $309.45万 | 新建仓 |
| AKAM | Akamai Technologies Inc | $309.71万 | 0.02% | 26,200 | 23,631 | 919.9% | $279.34万 | 加仓 |
| ESTA | Establishment Labs Holdings Inc | $310.20万 | 0.02% | 36,150 | -51,926 | -59.0% | -$445.58万 | 减仓 |
| STAG | STAG Industrial Inc | $310.46万 | 0.02% | 81,572 | 81,572 | — | $310.46万 | 新建仓 |
| NEE | NextEra Energy Inc | $310.50万 | 0.02% | 35,377 | 28,259 | 397.0% | $248.03万 | 加仓 |
| IRM | Iron Mountain Inc | $310.92万 | 0.02% | 24,616 | 15,382 | 166.6% | $194.29万 | 加仓 |
| IT | Gartner Inc | $311.46万 | 0.03% | 24,029 | -10,629 | -30.7% | -$137.77万 | 减仓 |
| VELO | Velo3D Inc | $311.94万 | 0.03% | 177,743 | 177,743 | — | $311.94万 | 新建仓 |
| RRR | Red Rock Resorts Inc | $312.06万 | 0.03% | 47,965 | 47,965 | — | $312.06万 | 新建仓 |
| UNP | Union Pacific Corp | $312.80万 | 0.03% | 11,500 | -5,943 | -34.1% | -$161.65万 | 减仓 |
| ASO | Academy Sports & Outdoors Inc | $312.93万 | 0.03% | 66,398 | 66,398 | — | $312.93万 | 新建仓 |
| NABL | N-able Inc/US | $314.31万 | 0.03% | 856,422 | 733,113 | 594.5% | $269.05万 | 加仓 |
| VSXY | Victoria's Secret & Co | $315.55万 | 0.03% | 37,800 | -92,171 | -70.9% | -$769.44万 | 减仓 |
| — | TopBuild Corp | $315.60万 | 0.03% | 8,902 | 5,940 | 200.5% | $210.59万 | 加仓 |
| BG | Bunge Global SA | $315.90万 | 0.03% | 29,598 | 29,598 | — | $315.90万 | 新建仓 |
| CBRS | Cerebras Systems Inc | $316.16万 | 0.03% | 14,306 | 14,306 | — | $316.16万 | 新建仓 |
| PEN | Penumbra Inc | $316.76万 | 0.03% | 10,032 | 2,256 | 29.0% | $71.23万 | 加仓 |
| DCH | Dauch Corp | $319.23万 | 0.03% | 588,989 | 269,277 | 84.2% | $145.95万 | 加仓 |
| TFPM | Triple Flag Precious Metals Corp | $319.48万 | 0.03% | 106,600 | 72,900 | 216.3% | $218.48万 | 加仓 |
| DNUT | Krispy Kreme Inc | $320.25万 | 0.03% | 907,224 | 48,482 | 5.6% | $17.11万 | 加仓 |
| NKE | NIKE Inc | $320.86万 | 0.03% | 78,162 | 65,672 | 525.8% | $269.58万 | 重新持有 |
| CVSA | Covista Inc | $321.32万 | 0.03% | 25,776 | 19,281 | 296.9% | $240.36万 | 加仓 |
| — | Viridian Therapeutics Inc | $321.48万 | 0.03% | 3,000,000 | 3,000,000 | — | $321.48万 | 新建仓 |
| — | Cleanspark Inc | $323.62万 | 0.03% | 2,500,000 | 2,500,000 | — | $323.62万 | 新建仓 |
| CF | CF Industries Holdings Inc | $324.01万 | 0.03% | 29,929 | -148,049 | -83.2% | -$1,602.78万 | 减仓 |
| NTNX | Nutanix Inc | $325.31万 | 0.03% | 63,837 | 58,063 | 1,005.6% | $295.89万 | 加仓 |
| MNTN | MNTN Inc | $327.15万 | 0.03% | 355,597 | 293,427 | 472.0% | $269.95万 | 加仓 |
| ADP | Automatic Data Processing Inc | $327.66万 | 0.03% | 14,631 | -97,142 | -86.9% | -$2,175.50万 | 减仓 |
| — | Direxion Daily PLTR Bear 1X ETF | $327.89万 | 0.03% | 370,074 | 284,803 | 334.0% | $252.34万 | 加仓 |
| QNST | QuinStreet Inc | $329.12万 | 0.03% | 224,654 | 154,854 | 221.9% | $226.86万 | 加仓 |
| REZI | Resideo Technologies Inc | $331.21万 | 0.03% | 106,500 | 106,500 | — | $331.21万 | 新建仓 |
| GCT | GigaCloud Technology Inc | $331.65万 | 0.03% | 104,954 | 104,954 | — | $331.65万 | 新建仓 |
| IBIT | iShares Bitcoin Trust ETF 看跌期权 | $332.90万 | 0.03% | 100,000 | 25,000 | 33.3% | $83.22万 | 加仓 |
| MDU | MDU Resources Group Inc | $333.89万 | 0.03% | 157,421 | 142,615 | 963.2% | $302.49万 | 加仓 |
| — | Exxon Mobil Corp | $334.10万 | 0.03% | 24,437 | 13,694 | 127.5% | $187.22万 | 加仓 |
| MSGK | Madison Square Garden Sports Corp | $334.49万 | 0.03% | 8,324 | -9,530 | -53.4% | -$382.95万 | 重新持有 |
| ABG | Asbury Automotive Group Inc | $335.20万 | 0.03% | 16,670 | 8,480 | 103.5% | $170.52万 | 加仓 |
| FSV | FirstService Corp | $335.38万 | 0.03% | 23,600 | 23,600 | — | $335.38万 | 新建仓 |
| TRN | Trinity Industries Inc | $335.51万 | 0.03% | 97,025 | 75,941 | 360.2% | $262.60万 | 重新持有 |
| XME | State Street SPDR S&P Metals & Mining ETF | $336.17万 | 0.03% | 31,438 | -74,512 | -70.3% | -$796.76万 | 重新持有 |
| SF | Stifel Financial Corp | $337.69万 | 0.03% | 48,401 | -6,072 | -11.1% | -$42.36万 | 减仓 |
| AAOI | Applied Optoelectronics Inc | $338.98万 | 0.03% | 22,879 | -33,514 | -59.4% | -$496.54万 | 减仓 |
| ENVX | Enovix Corp | $339.83万 | 0.03% | 559,853 | 336,382 | 150.5% | $204.18万 | 加仓 |
| UCB | United Community Banks Inc/GA | $339.99万 | 0.03% | 96,892 | 96,892 | — | $339.99万 | 新建仓 |
| GRND | Grindr Inc | $341.14万 | 0.03% | 237,400 | 10,700 | 4.7% | $15.38万 | 加仓 |
| STOK | Stoke Therapeutics Inc | $341.43万 | 0.03% | 104,350 | 104,350 | — | $341.43万 | 新建仓 |
| SPCX | Space Exploration Technologies Corp 看跌期权 | $341.72万 | 0.03% | 20,000 | 20,000 | — | $341.72万 | 新建仓 |
| EZPW | EZCORP Inc | $341.85万 | 0.03% | 98,885 | -20,538 | -17.2% | -$71.00万 | 减仓 |
| IOVA | Iovance Biotherapeutics Inc | $343.58万 | 0.03% | 825,903 | 801,703 | 3,312.8% | $333.51万 | 加仓 |
| SO | Southern Co/The | $343.60万 | 0.03% | 35,900 | 26,468 | 280.6% | $253.33万 | 加仓 |
| HOG | Harley-Davidson Inc | $343.72万 | 0.03% | 140,524 | 123,261 | 714.0% | $301.50万 | 重新持有 |
| MNRO | Monro Inc | $343.85万 | 0.03% | 200,963 | 181,945 | 956.7% | $311.31万 | 加仓 |
| OCUL | Ocular Therapeutix Inc | $344.62万 | 0.03% | 350,937 | -50,896 | -12.7% | -$49.98万 | 减仓 |
| PPC | Pilgrim's Pride Corp | $344.63万 | 0.03% | 122,600 | -137,546 | -52.9% | -$386.64万 | 减仓 |
| SXT | Sensient Technologies Corp | $345.62万 | 0.03% | 28,033 | 28,033 | — | $345.62万 | 新建仓 |
| TKC | Turkcell Iletisim Hizmetleri AS | $346.10万 | 0.03% | 588,600 | 45,935 | 8.5% | $27.01万 | 加仓 |
| AZTA | Azenta Inc | $346.64万 | 0.03% | 135,831 | 110,531 | 436.9% | $282.08万 | 加仓 |
| BEPC | Brookfield Renewable Corp | $347.50万 | 0.03% | 93,614 | 69,777 | 292.7% | $259.01万 | 加仓 |
| OEF | iShares S&P 100 ETF | $347.94万 | 0.03% | 9,510 | -42,748 | -81.8% | -$1,564.02万 | 减仓 |
| MGEE | MGE Energy Inc | $348.13万 | 0.03% | 42,694 | 42,694 | — | $348.13万 | 新建仓 |
| DFH | Dream Finders Homes Inc | $349.28万 | 0.03% | 202,363 | 187,418 | 1,254.1% | $323.48万 | 加仓 |
| CCOI | Cogent Communications Holdings Inc | $349.42万 | 0.03% | 251,745 | 217,277 | 630.4% | $301.58万 | 重新持有 |
| RBLX | ROBLOX Corp | $352.00万 | 0.03% | 64,730 | -210,989 | -76.5% | -$1,147.36万 | 减仓 |
| MDB | MongoDB Inc | $352.02万 | 0.03% | 10,480 | -27,913 | -72.7% | -$937.60万 | 减仓 |
| SJM | J M Smucker Co/The | $352.55万 | 0.03% | 31,338 | -5,849 | -15.7% | -$65.80万 | 重新持有 |
| TSLL | Direxion Daily TSLA Bull 2X ETF | $352.65万 | 0.03% | 249,049 | 249,049 | — | $352.65万 | 新建仓 |
| AFRM | Affirm Holdings Inc | $353.11万 | 0.03% | 43,300 | 43,300 | — | $353.11万 | 新建仓 |
| DK | Delek US Holdings Inc | $355.47万 | 0.03% | 69,960 | -139,567 | -66.6% | -$709.14万 | 减仓 |
| — | ProShares Short Russell2000 | $355.69万 | 0.03% | 267,641 | 140,460 | 110.4% | $186.67万 | 加仓 |
| RCL | Royal Caribbean Cruises Ltd | $357.16万 | 0.03% | 11,248 | 9,976 | 784.3% | $316.77万 | 重新持有 |
| MLM | Martin Marietta Materials Inc | $359.11万 | 0.03% | 6,227 | 5,215 | 515.3% | $300.75万 | 加仓 |
| TGT | Target Corp | $362.69万 | 0.03% | 27,769 | 22,933 | 474.2% | $299.53万 | 重新持有 |
| SHAZ | SharonAI Holdings Inc | $363.27万 | 0.03% | 42,909 | 42,909 | — | $363.27万 | 新建仓 |
| BNO | United States Brent Oil Fund LP | $363.58万 | 0.03% | 89,135 | -166,190 | -65.1% | -$677.89万 | 减仓 |
| SON | Sonoco Products Co | $364.09万 | 0.03% | 64,613 | 54,055 | 512.0% | $304.60万 | 加仓 |
| CARR | Carrier Global Corp | $365.09万 | 0.03% | 49,774 | -70,815 | -58.7% | -$519.43万 | 重新持有 |
| EXPO | Exponent Inc | $365.69万 | 0.03% | 62,234 | 54,250 | 679.5% | $318.77万 | 加仓 |
| FLNC | Fluence Energy Inc | $365.82万 | 0.03% | 184,013 | 34,959 | 23.5% | $69.50万 | 加仓 |
| GAP | Gap Inc/The | $365.93万 | 0.03% | 195,892 | 140,469 | 253.4% | $262.40万 | 加仓 |
| DLTR | Dollar Tree Inc | $366.48万 | 0.03% | 30,300 | -11,843 | -28.1% | -$143.24万 | 减仓 |
| JNJ | Johnson & Johnson | $366.99万 | 0.03% | 14,450 | -47,450 | -76.7% | -$1,205.09万 | 减仓 |
| FULC | Fulcrum Therapeutics Inc | $367.83万 | 0.03% | 1,005,000 | 635,195 | 171.8% | $232.48万 | 加仓 |
| CMPS | Compass Pathways Plc | $370.19万 | 0.03% | 261,616 | -193,384 | -42.5% | -$273.64万 | 减仓 |
| AB | AllianceBernstein Holding LP | $370.89万 | 0.03% | 105,308 | 48,237 | 84.5% | $169.89万 | 加仓 |
| COKE | Coca-Cola Consolidated Inc | $370.90万 | 0.03% | 19,427 | -8,701 | -30.9% | -$166.12万 | 减仓 |
| — | ProShares Ultra Gold | $371.58万 | 0.03% | 84,701 | -47,556 | -36.0% | -$208.63万 | 减仓 |
| AGI | Alamos Gold Inc | $372.95万 | 0.03% | 122,925 | 122,925 | — | $372.95万 | 新建仓 |
| AVTX | Avalo Therapeutics Inc | $373.11万 | 0.03% | 201,902 | 189,092 | 1,476.1% | $349.44万 | 加仓 |
| FIBK | First Interstate BancSystem Inc | $373.35万 | 0.03% | 96,822 | 66,098 | 215.1% | $254.87万 | 加仓 |
| RXRX | Recursion Pharmaceuticals Inc | $374.04万 | 0.03% | 1,019,173 | 129,240 | 14.5% | $47.43万 | 加仓 |
| VV | Vanguard Large-Cap ETF | $378.13万 | 0.03% | 10,995 | 10,995 | — | $378.13万 | 新建仓 |
| VRSK | Verisk Analytics Inc | $378.90万 | 0.03% | 21,105 | 15,646 | 286.6% | $280.89万 | 加仓 |
| ATR | AptarGroup Inc | $379.43万 | 0.03% | 30,306 | 27,506 | 982.4% | $344.38万 | 加仓 |
| ERO | ERO Copper Corp | $380.03万 | 0.03% | 142,067 | 126,347 | 803.7% | $337.98万 | 加仓 |
| NXE | NexGen Energy Ltd | $380.67万 | 0.03% | 405,396 | 386,837 | 2,084.4% | $363.24万 | 加仓 |
| SSNC | SS&C Technologies Holdings Inc | $382.24万 | 0.03% | 61,602 | -1,058 | -1.7% | -$6.56万 | 减仓 |
| IBOC | International Bancshares Corp | $382.29万 | 0.03% | 50,335 | 40,812 | 428.6% | $309.97万 | 加仓 |
| RHI | Robert Half Inc | $382.76万 | 0.03% | 124,678 | 116,472 | 1,419.4% | $357.57万 | 重新持有 |
| JBIO | Jade Biosciences Inc | $383.84万 | 0.03% | 172,747 | 160,947 | 1,364.0% | $357.62万 | 加仓 |