Jupiter Topco LLC
NEW YORK NY · SEC CIK 0002146052
$2,464.32亿2026Q2 申报市值
2,461持仓数
27.9%前十大占比 · 第一大 6.6%
0 / 0新建仓 / 清仓
26Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
本季没有买入
2026Q2 卖出最多 按季末市值估算
本季没有卖出
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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $161.56亿 | 6.56% | 80,761,806 | — | — | — | — |
| GOOG | ALPHABET INC | $106.25亿 | 4.31% | 30,072,304 | — | — | — | — |
| AVGO | BROADCOM INC | $73.96亿 | 3.00% | 19,583,057 | — | — | — | — |
| MSFT | MICROSOFT CORP | $69.29亿 | 2.81% | 18,575,933 | — | — | — | — |
| AMZN | AMAZON COM INC | $59.10亿 | 2.40% | 24,799,242 | — | — | — | — |
| AAPL | APPLE INC | $53.79亿 | 2.18% | 18,591,210 | — | — | — | — |
| LLY | ELI LILLY & CO | $46.67亿 | 1.89% | 3,891,118 | — | — | — | — |
| LRCX | LAM RESEARCH CORP | $42.83亿 | 1.74% | 9,884,116 | — | — | — | — |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $38.23亿 | 1.55% | 8,008,470 | — | — | — | — |
| MU | MICRON TECHNOLOGY INC | $35.25亿 | 1.43% | 3,055,874 | — | — | — | — |
| KLAC | KLA CORP | $33.66亿 | 1.37% | 11,157,974 | — | — | — | — |
| META | META PLATFORMS INC | $29.48亿 | 1.20% | 5,234,900 | — | — | — | — |
| GEV | GE VERNOVA INC | $23.72亿 | 0.96% | 2,018,612 | — | — | — | — |
| ARGX | ARGENX SE | $22.96亿 | 0.93% | 2,474,015 | — | — | — | — |
| FLEX | FLEX LTD | $22.82亿 | 0.93% | 14,079,718 | — | — | — | — |
| AZN | ASTRAZENECA PLC | $22.22亿 | 0.90% | 11,866,013 | — | — | — | — |
| AMD | ADVANCED MICRO DEVICES INC | $20.85亿 | 0.85% | 3,589,211 | — | — | — | — |
| HWM | HOWMET AEROSPACE INC | $20.65亿 | 0.84% | 7,680,827 | — | — | — | — |
| MA | MASTERCARD INCORPORATED | $20.45亿 | 0.83% | 3,981,858 | — | — | — | — |
| ETN | EATON CORP PLC | $20.38亿 | 0.83% | 4,783,133 | — | — | — | — |
| UNH | UNITEDHEALTH GROUP INC | $20.20亿 | 0.82% | 4,859,820 | — | — | — | — |
| RVMD | REVOLUTION MEDICINES INC | $20.10亿 | 0.82% | 10,736,145 | — | — | — | — |
| SPCX | SPACE EXPLORATION TECHN CORP | $19.76亿 | 0.80% | 11,565,429 | — | — | — | — |
| JNJ | JOHNSON & JOHNSON | $19.67亿 | 0.80% | 7,746,487 | — | — | — | — |
| ORCL | ORACLE CORP | $18.66亿 | 0.76% | 12,732,052 | — | — | — | — |
| DDOG | DATADOG INC | $18.08亿 | 0.73% | 6,943,522 | — | — | — | — |
| FERG | FERGUSON ENTERPRISES INC | $17.89亿 | 0.73% | 7,538,616 | — | — | — | — |
| LITE | LUMENTUM HLDGS INC | $16.21亿 | 0.66% | 1,889,608 | — | — | — | — |
| APH | AMPHENOL CORP | $16.01亿 | 0.65% | 9,077,181 | — | — | — | — |
| DASH | DOORDASH INC | $15.67亿 | 0.64% | 8,491,335 | — | — | — | — |
| ABBV | ABBVIE INC | $15.60亿 | 0.63% | 6,201,973 | — | — | — | — |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $15.52亿 | 0.63% | 1,608,436 | — | — | — | — |
| AMAT | APPLIED MATLS INC | $15.12亿 | 0.61% | 2,091,340 | — | — | — | — |
| DHR | DANAHER CORP DEL | $14.56亿 | 0.59% | 7,645,709 | — | — | — | — |
| V | VISA INC | $14.35亿 | 0.58% | 4,183,906 | — | — | — | — |
| GE | GE AEROSPACE | $12.84亿 | 0.52% | 3,435,406 | — | — | — | — |
| JPM | JPMORGAN CHASE & CO | $12.74亿 | 0.52% | 3,892,479 | — | — | — | — |
| ON | ON SEMICONDUCTOR CORP | $12.69亿 | 0.52% | 13,427,527 | — | — | — | — |
| LPLA | LPL FINL HLDGS INC | $11.83亿 | 0.48% | 4,198,356 | — | — | — | — |
| PRAX | PRAXIS PRECISION MEDICINES I | $11.46亿 | 0.47% | 3,421,374 | — | — | — | — |
| ANET | ARISTA NETWORKS INC | $11.02亿 | 0.45% | 6,485,473 | — | — | — | — |
| ETSY | ETSY INC | $10.90亿 | 0.44% | 28,500,000 | — | — | — | — |
| GOOGL | ALPHABET INC | $10.58亿 | 0.43% | 2,963,318 | — | — | — | — |
| BBIO | BRIDGEBIO PHARMA INC | $10.51亿 | 0.43% | 14,110,278 | — | — | — | — |
| PCVX | VAXCYTE INC | $10.44亿 | 0.42% | 17,965,847 | — | — | — | — |
| ARMK | ARAMARK | $10.41亿 | 0.42% | 18,302,356 | — | — | — | — |
| MDGL | MADRIGAL PHARMACEUTICALS INC | $10.40亿 | 0.42% | 1,936,099 | — | — | — | — |
| TDY | TELEDYNE TECHNOLOGIES INC | $10.27亿 | 0.42% | 1,540,313 | — | — | — | — |
| APG | API GROUP CORP | $9.99亿 | 0.41% | 23,581,036 | — | — | — | — |
| ASND | ASCENDIS PHARMA A/S | $9.73亿 | 0.39% | 3,648,772 | — | — | — | — |
| RVTY | REVVITY INC | $9.61亿 | 0.39% | 8,637,614 | — | — | — | — |
| PGR | PROGRESSIVE CORP | $9.35亿 | 0.38% | 4,281,720 | — | — | — | — |
| SPOT | SPOTIFY TECHNOLOGY S A | $9.29亿 | 0.38% | 2,022,091 | — | — | — | — |
| MELI | MERCADOLIBRE INC | $9.17亿 | 0.37% | 540,293 | — | — | — | — |
| BA | BOEING CO | $9.12亿 | 0.37% | 4,212,507 | — | — | — | — |
| TTE | TOTALENERGIES SE | $9.01亿 | 0.37% | 11,591,965 | — | — | — | — |
| JBHT | HUNT J B TRANS SVCS INC | $8.91亿 | 0.36% | 3,079,671 | — | — | — | — |
| SNOW | SNOWFLAKE INC | $8.80亿 | 0.36% | 3,459,150 | — | — | — | — |
| FWONK | LIBERTY MEDIA CORP DEL | $8.63亿 | 0.35% | 9,066,013 | — | — | — | — |
| TT | TRANE TECHNOLOGIES PLC | $8.59亿 | 0.35% | 1,748,566 | — | — | — | — |
| LNT | ALLIANT ENERGY CORP | $8.37亿 | 0.34% | 10,977,426 | — | — | — | — |
| AXP | AMERICAN EXPRESS CO | $8.06亿 | 0.33% | 2,382,750 | — | — | — | — |
| BSX | BOSTON SCIENTIFIC CORP | $8.03亿 | 0.33% | 18,822,853 | — | — | — | — |
| TJX | TJX COS INC NEW | $8.03亿 | 0.33% | 5,302,446 | — | — | — | — |
| ISRG | INTUITIVE SURGICAL INC | $7.59亿 | 0.31% | 1,908,424 | — | — | — | — |
| PNC | PNC FINL SVCS GROUP INC | $7.57亿 | 0.31% | 3,074,194 | — | — | — | — |
| NXPI | NXP SEMICONDUCTORS N V | $7.42亿 | 0.30% | 2,641,698 | — | — | — | — |
| MS | MORGAN STANLEY | $7.42亿 | 0.30% | 3,551,238 | — | — | — | — |
| FCX | FREEPORT MCMORAN INC | $7.40亿 | 0.30% | 11,765,253 | — | — | — | — |
| ABT | ABBOTT LABORATORIES | $7.33亿 | 0.30% | 8,075,934 | — | — | — | — |
| PM | PHILIP MORRIS INTL INC | $7.26亿 | 0.29% | 4,015,688 | — | — | — | — |
| NBIS | NEBIUS GROUP N.V. | $7.14亿 | 0.29% | 2,586,119 | — | — | — | — |
| NFLX | NETFLIX INC. | $6.93亿 | 0.28% | 9,710,107 | — | — | — | — |
| DE | DEERE & CO | $6.92亿 | 0.28% | 1,090,450 | — | — | — | — |
| MIRM | MIRUM PHARMACEUTICALS INC | $6.92亿 | 0.28% | 5,909,184 | — | — | — | — |
| CDNS | CADENCE DESIGN SYSTEM INC | $6.89亿 | 0.28% | 1,835,098 | — | — | — | — |
| DIS | DISNEY WALT CO | $6.88亿 | 0.28% | 7,142,995 | — | — | — | — |
| SYK | STRYKER CORPORATION | $6.82亿 | 0.28% | 2,164,836 | — | — | — | — |
| GKOS | GLAUKOS CORP | $6.80亿 | 0.28% | 4,862,894 | — | — | — | — |
| CVX | CHEVRON CORPORATION | $6.76亿 | 0.27% | 4,078,078 | — | — | — | — |
| HLT | HILTON WORLDWIDE HLDGS INC | $6.64亿 | 0.27% | 2,008,827 | — | — | — | — |
| HD | HOME DEPOT INC | $6.56亿 | 0.27% | 1,861,035 | — | — | — | — |
| GMED | GLOBUS MED INC | $6.48亿 | 0.26% | 8,200,423 | — | — | — | — |
| TVTX | TRAVERE THERAPEUTICS INC | $6.43亿 | 0.26% | 11,324,191 | — | — | — | — |
| ADI | ANALOG DEVICES INC | $6.41亿 | 0.26% | 1,614,474 | — | — | — | — |
| GS | GOLDMAN SACHS GROUP INC | $6.41亿 | 0.26% | 633,635 | — | — | — | — |
| DKNG | DRAFTKINGS INC NEW | $6.38亿 | 0.26% | 25,274,243 | — | — | — | — |
| VRTX | VERTEX PHARMACEUTICALS INC | $6.26亿 | 0.25% | 1,259,997 | — | — | — | — |
| MDLN | MEDLINE INC | $6.25亿 | 0.25% | 15,858,400 | — | — | — | — |
| WAT | WATERS CORP | $6.24亿 | 0.25% | 1,663,601 | — | — | — | — |
| RCL | ROYAL CARIBBEAN GROUP | $5.97亿 | 0.24% | 1,881,240 | — | — | — | — |
| MNST | MONSTER BEVERAGE CORP NEW | $5.93亿 | 0.24% | 6,170,193 | — | — | — | — |
| PTCT | PTC THERAPEUTICS INC | $5.90亿 | 0.24% | 7,236,402 | — | — | — | — |
| ORLY | OREILLY AUTOMOTIVE INC | $5.80亿 | 0.24% | 6,295,569 | — | — | — | — |
| AEE | AMEREN CORP | $5.78亿 | 0.23% | 5,115,469 | — | — | — | — |
| CP | CANADIAN PACIFIC KANSAS CITY | $5.77亿 | 0.23% | 6,654,647 | — | — | — | — |
| LNTH | LANTHEUS HLDGS INC | $5.76亿 | 0.23% | 5,188,416 | — | — | — | — |
| GIL | GILDAN ACTIVEWEAR INC | $5.73亿 | 0.23% | 11,111,694 | — | — | — | — |
| GLW | CORNING INC | $5.65亿 | 0.23% | 2,210,653 | — | — | — | — |
| WEX | WEX INC | $5.60亿 | 0.23% | 3,967,061 | — | — | — | — |