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 |
|---|---|---|---|---|---|---|---|---|
| SMR | NuScale Power Corp | $250.43万 | 0.02% | 249,678 | 119,511 | 91.8% | $119.87万 | 加仓 |
| SKY | Champion Homes Inc | $249.93万 | 0.02% | 28,362 | 28,362 | — | $249.93万 | 新建仓 |
| TMUS | T-Mobile US Inc | $249.87万 | 0.02% | 14,897 | -1,113 | -7.0% | -$18.67万 | 重新持有 |
| ECL | Ecolab Inc | $249.63万 | 0.02% | 8,960 | 8,071 | 907.9% | $224.87万 | 加仓 |
| CMI | Cummins Inc | $248.05万 | 0.02% | 3,478 | -19,965 | -85.2% | -$1,423.92万 | 减仓 |
| BMNR | BitMine Immersion Technologies Inc | $247.67万 | 0.02% | 186,077 | -42,194 | -18.5% | -$56.16万 | 重新持有 |
| PKE | Park Aerospace Corp | $247.28万 | 0.02% | 64,800 | 64,800 | — | $247.28万 | 新建仓 |
| UTI | Universal Technical Institute Inc | $246.36万 | 0.02% | 57,600 | 40,770 | 242.2% | $174.37万 | 加仓 |
| — | Trip.com Group Ltd | $246.12万 | 0.02% | 2,500,000 | -7,500,000 | -75.0% | -$738.38万 | 减仓 |
| ARVN | Arvinas Inc | $246.12万 | 0.02% | 296,168 | 162,350 | 121.3% | $134.91万 | 加仓 |
| PLTR | Palantir Technologies Inc | $246.00万 | 0.02% | 21,085 | 9,184 | 77.2% | $107.15万 | 加仓 |
| DKS | Dick's Sporting Goods Inc | $245.59万 | 0.02% | 10,828 | 5,241 | 93.8% | $118.87万 | 重新持有 |
| GEF | Greif Inc | $244.21万 | 0.02% | 32,784 | 23,570 | 255.8% | $175.57万 | 加仓 |
| CIGI | Colliers International Group Inc | $243.85万 | 0.02% | 26,000 | 15,983 | 159.6% | $149.90万 | 加仓 |
| DNTH | Dianthus Therapeutics Inc | $243.71万 | 0.02% | 25,001 | 25,001 | — | $243.71万 | 新建仓 |
| MUR | Murphy Oil Corp | $242.94万 | 0.02% | 74,612 | 67,670 | 974.8% | $220.33万 | 加仓 |
| FAS | Direxion Daily Financial Bull 3X ETF | $242.67万 | 0.02% | 16,488 | -8,890 | -35.0% | -$130.84万 | 减仓 |
| LGIH | LGI Homes Inc | $241.63万 | 0.02% | 37,944 | 32,063 | 545.2% | $204.18万 | 重新持有 |
| ABBV | AbbVie Inc | $241.57万 | 0.02% | 9,600 | 859 | 9.8% | $21.62万 | 加仓 |
| ULTA | Ulta Beauty Inc | $239.65万 | 0.02% | 5,314 | 4,946 | 1,344.0% | $223.05万 | 重新持有 |
| IRON | Disc Medicine Inc | $238.06万 | 0.02% | 32,549 | -49,280 | -60.2% | -$360.43万 | 减仓 |
| VMC | Vulcan Materials Co | $237.19万 | 0.02% | 8,040 | 6,336 | 371.8% | $186.92万 | 加仓 |
| IREN | IREN Ltd | $237.16万 | 0.02% | 51,862 | -424,431 | -89.1% | -$1,940.92万 | 减仓 |
| GPI | Group 1 Automotive Inc | $236.69万 | 0.02% | 8,129 | 6,233 | 328.7% | $181.49万 | 加仓 |
| CDNA | CareDx Inc | $235.90万 | 0.02% | 82,772 | -18,184 | -18.0% | -$51.82万 | 重新持有 |
| BFLY | Butterfly Network Inc | $235.51万 | 0.02% | 279,708 | -552,859 | -66.4% | -$465.51万 | 减仓 |
| FUBO | fuboTV Inc | $235.26万 | 0.02% | 255,712 | 240,112 | 1,539.2% | $220.90万 | 加仓 |
| VLRS | Controladora Vuela Cia de Aviacion SAB de CV | $235.19万 | 0.02% | 250,998 | 24,198 | 10.7% | $22.67万 | 加仓 |
| CNM | Core & Main Inc | $235.04万 | 0.02% | 48,713 | 48,713 | — | $235.04万 | 新建仓 |
| MGY | Magnolia Oil & Gas Corp | $235.02万 | 0.02% | 91,875 | 91,875 | — | $235.02万 | 新建仓 |
| YUMC | Yum China Holdings Inc | $234.68万 | 0.02% | 57,421 | -20,988 | -26.8% | -$85.78万 | 减仓 |
| WPC | WP Carey Inc | $234.52万 | 0.02% | 32,800 | 32,800 | — | $234.52万 | 新建仓 |
| — | ProShares UltraPro Short Russell2000 | $234.16万 | 0.02% | 109,470 | 28,649 | 35.4% | $61.28万 | 加仓 |
| — | ProShares UltraPro Short Dow30 | $233.81万 | 0.02% | 96,735 | 67,414 | 229.9% | $162.94万 | 加仓 |
| VLUE | iShares MSCI USA Value Factor ETF | $231.96万 | 0.02% | 11,609 | 11,609 | — | $231.96万 | 新建仓 |
| PAG | Penske Automotive Group Inc | $231.88万 | 0.02% | 12,958 | 3,161 | 32.3% | $56.57万 | 加仓 |
| JBLU | JetBlue Airways Corp | $231.79万 | 0.02% | 404,515 | -474,484 | -54.0% | -$271.88万 | 减仓 |
| PHYS | Sprott Physical Gold Trust | $231.63万 | 0.02% | 76,774 | 53,277 | 226.7% | $160.74万 | 加仓 |
| SKYW | SkyWest Inc | $231.08万 | 0.02% | 23,264 | 569 | 2.5% | $5.65万 | 加仓 |
| RCAT | Red Cat Holdings Inc | $230.62万 | 0.02% | 216,541 | 191,411 | 761.7% | $203.85万 | 加仓 |
| IE | Ivanhoe Electric Inc / US | $229.60万 | 0.02% | 238,923 | 180,768 | 310.8% | $173.72万 | 加仓 |
| GPCR | Structure Therapeutics Inc | $228.95万 | 0.02% | 42,658 | -65,199 | -60.4% | -$349.92万 | 减仓 |
| GTM | ZoomInfo Technologies Inc | $228.77万 | 0.02% | 780,800 | 780,800 | — | $228.77万 | 新建仓 |
| OLMA | Olema Pharmaceuticals Inc | $227.27万 | 0.02% | 181,672 | -271,294 | -59.9% | -$339.39万 | 减仓 |
| RKT | Rocket Cos Inc | $226.65万 | 0.02% | 143,905 | 121,666 | 547.1% | $191.62万 | 加仓 |
| PSTL | Postal Realty Trust Inc | $226.47万 | 0.02% | 91,913 | -4,443 | -4.6% | -$10.95万 | 减仓 |
| ASST | Strive Inc | $226.16万 | 0.02% | 207,300 | 207,300 | — | $226.16万 | 新建仓 |
| FLGT | Fulgent Genetics Inc | $224.28万 | 0.02% | 109,300 | 37,461 | 52.1% | $76.87万 | 加仓 |
| XIFR | XPLR Infrastructure LP | $223.76万 | 0.02% | 189,465 | -18,436 | -8.9% | -$21.77万 | 减仓 |
| PTLO | Portillo's Inc | $223.32万 | 0.02% | 471,130 | 471,130 | — | $223.32万 | 新建仓 |
| IGV | iShares Expanded Tech-Software Sector ETF | $223.26万 | 0.02% | 24,642 | 24,642 | — | $223.26万 | 新建仓 |
| CNS | Cohen & Steers Inc | $221.00万 | 0.02% | 29,026 | 22,846 | 369.7% | $173.95万 | 加仓 |
| FIX | Comfort Systems USA Inc | $220.19万 | 0.02% | 1,111 | -6,222 | -84.8% | -$1,233.17万 | 减仓 |
| CAMT | Camtek Ltd/Israel | $219.71万 | 0.02% | 13,469 | 11,552 | 602.6% | $188.44万 | 重新持有 |
| FNV | Franco-Nevada Corp | $219.42万 | 0.02% | 10,527 | -21,773 | -67.4% | -$453.84万 | 重新持有 |
| AVT | Avnet Inc | $218.00万 | 0.02% | 24,544 | 6,117 | 33.2% | $54.33万 | 加仓 |
| DC | Dakota Gold Corp | $216.55万 | 0.02% | 508,330 | 396,884 | 356.1% | $169.07万 | 加仓 |
| XLK | State Street Technology Select Sector SPDR ETF | $216.49万 | 0.02% | 11,363 | 9,819 | 635.9% | $187.07万 | 加仓 |
| TSSI | TSS Inc/MD | $216.23万 | 0.02% | 175,800 | 175,800 | — | $216.23万 | 新建仓 |
| PRVA | Privia Health Group Inc | $216.16万 | 0.02% | 84,012 | 84,012 | — | $216.16万 | 新建仓 |
| DELL | Dell Technologies Inc | $215.77万 | 0.02% | 5,001 | -36,328 | -87.9% | -$1,567.41万 | 减仓 |
| AMD | Advanced Micro Devices Inc | $215.75万 | 0.02% | 3,714 | -169,403 | -97.9% | -$9,840.79万 | 减仓 |
| IMAX | IMAX Corp | $215.64万 | 0.02% | 54,100 | -83,600 | -60.7% | -$333.23万 | 减仓 |
| TGS | Transportadora de Gas del Sur SA | $214.35万 | 0.02% | 72,100 | 52,813 | 273.8% | $157.01万 | 重新持有 |
| APOG | Apogee Enterprises Inc | $214.06万 | 0.02% | 46,800 | 119 | 0.3% | $5,443 | 加仓 |
| VGSH | Vanguard Short-Term Treasury ETF | $213.97万 | 0.02% | 36,764 | -48,455 | -56.9% | -$282.01万 | 减仓 |
| JJSF | J & J Snack Foods Corp | $213.74万 | 0.02% | 29,100 | 24,041 | 475.2% | $176.58万 | 重新持有 |
| HLIT | Harmonic Inc | $212.66万 | 0.02% | 130,228 | 22,431 | 20.8% | $36.63万 | 加仓 |
| RVMD | Revolution Medicines Inc | $212.23万 | 0.02% | 11,332 | -30,998 | -73.2% | -$580.53万 | 减仓 |
| XNCR | Xencor Inc | $210.91万 | 0.02% | 131,000 | 120,469 | 1,143.9% | $193.96万 | 加仓 |
| WING | Wingstop Inc | $210.83万 | 0.02% | 12,158 | -23,019 | -65.4% | -$399.17万 | 减仓 |
| EVH | Evolent Health Inc | $210.34万 | 0.02% | 388,090 | 37,951 | 10.8% | $20.57万 | 加仓 |
| HAYW | Hayward Holdings Inc | $209.26万 | 0.02% | 120,891 | 120,891 | — | $209.26万 | 新建仓 |
| IDYA | Ideaya Biosciences Inc | $209.12万 | 0.02% | 56,109 | 56,109 | — | $209.12万 | 新建仓 |
| QQQE | Direxion NASDAQ-100 Equal Weighted Index ETF | $208.84万 | 0.02% | 17,117 | -44,873 | -72.4% | -$547.50万 | 减仓 |
| ESRT | Empire State Realty Trust Inc | $208.28万 | 0.02% | 385,000 | 348,449 | 953.3% | $188.51万 | 重新持有 |
| PHAT | Phathom Pharmaceuticals Inc | $208.17万 | 0.02% | 191,866 | 165,421 | 625.5% | $179.48万 | 加仓 |
| VNDA | Vanda Pharmaceuticals Inc | $208.02万 | 0.02% | 339,907 | 141,040 | 70.9% | $86.32万 | 加仓 |
| RYAM | Rayonier Advanced Materials Inc | $207.87万 | 0.02% | 264,463 | 242,163 | 1,085.9% | $190.34万 | 加仓 |
| CMC | Commercial Metals Co | $207.73万 | 0.02% | 33,104 | 18,928 | 133.5% | $118.77万 | 加仓 |
| NUVB | Nuvation Bio Inc | $207.62万 | 0.02% | 2,000,000 | 2,000,000 | — | $207.62万 | 新建仓 |
| HPP | Hudson Pacific Properties Inc | $207.60万 | 0.02% | 136,670 | -327,395 | -70.5% | -$497.31万 | 减仓 |
| ZETA | Zeta Global Holdings Corp | $207.24万 | 0.02% | 105,306 | -143,580 | -57.7% | -$282.57万 | 减仓 |
| NRGV | Energy Vault Holdings Inc | $206.62万 | 0.02% | 438,677 | 245,131 | 126.7% | $115.46万 | 加仓 |
| AWK | American Water Works Co Inc | $206.57万 | 0.02% | 15,699 | 6,449 | 69.7% | $84.86万 | 加仓 |
| CLX | Clorox Co/The | $206.15万 | 0.02% | 21,600 | 16,496 | 323.2% | $157.44万 | 加仓 |
| — | Beazer Homes USA Inc | $205.61万 | 0.02% | 73,303 | 56,021 | 324.2% | $157.14万 | 加仓 |
| AGL | agilon health Inc | $205.53万 | 0.02% | 19,176 | 19,176 | — | $205.53万 | 新建仓 |
| BCC | Boise Cascade Co | $205.51万 | 0.02% | 26,473 | -1,537 | -5.5% | -$11.93万 | 重新持有 |
| IDXX | IDEXX Laboratories Inc | $205.31万 | 0.02% | 3,900 | -1,530 | -28.2% | -$80.55万 | 减仓 |
| LYV | Live Nation Entertainment Inc | $205.08万 | 0.02% | 11,200 | -8,313 | -42.6% | -$152.22万 | 减仓 |
| NOC | Northrop Grumman Corp | $204.69万 | 0.02% | 4,019 | -3,700 | -47.9% | -$188.44万 | 减仓 |
| — | Direxion Daily MU Bear 1X ETF | $204.45万 | 0.02% | 208,832 | 168,938 | 423.5% | $165.39万 | 加仓 |
| SPRY | ARS Pharmaceuticals Inc | $204.42万 | 0.02% | 255,200 | 255,200 | — | $204.42万 | 新建仓 |
| ESNT | Essent Group Ltd | $203.47万 | 0.02% | 31,653 | 31,653 | — | $203.47万 | 新建仓 |
| RPD | Rapid7 Inc | $203.15万 | 0.02% | 250,800 | 196,129 | 358.7% | $158.86万 | 重新持有 |
| PHM | PulteGroup Inc | $202.96万 | 0.02% | 14,792 | 10,599 | 252.8% | $145.43万 | 加仓 |
| FIZZ | National Beverage Corp | $202.80万 | 0.02% | 65,000 | 65,000 | — | $202.80万 | 新建仓 |
| UFPT | UFP Technologies Inc | $202.53万 | 0.02% | 7,639 | 1,470 | 23.8% | $38.97万 | 加仓 |
| MAA | Mid-America Apartment Communities Inc | $202.02万 | 0.02% | 14,540 | 8,024 | 123.1% | $111.49万 | 加仓 |