13F 机构持仓

Jupiter Topco LLC

NEW YORK NY · SEC CIK 0002146052

2026Q22026Q1 更早 9 个季度 🔒
$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
申报市值走势$2,464.32亿2026Q2
26Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 6.6%
GOOG 4.3%
AVGO 3.0%
MSFT 2.8%
AMZN 2.4%
AAPL 2.2%
LLY 1.9%
LRCX 1.7%
TSM 1.6%
MU 1.4%

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
AMGN AMGEN INC $3.24亿0.13%893,898 —— — —
KEYS KEYSIGHT TECHNOLOGIES INC $3.25亿0.13%927,278 —— — —
OKE ONEOK INC NEW $3.25亿0.13%3,735,988 —— — —
AGG ISHARES TR $3.26亿0.13%3,291,989 —— — —
LGND LIGAND PHARMACEUTICALS INC $3.29亿0.13%1,040,578 —— — —
TMO THERMO FISHER SCIENTIFIC INC $3.38亿0.14%673,276 —— — —
MDT MEDTRONIC PLC $3.44亿0.14%4,391,694 —— — —
MCK MCKESSON CORP $3.47亿0.14%459,652 —— — —
NVS NOVARTIS AG $3.48亿0.14%2,221,362 —— — —
SNDK SANDISK CORP $3.54亿0.14%155,696 —— — —
JEMB JANUS DETROIT STR TR $3.57亿0.14%6,634,105 —— — —
UBER UBER TECHNOLOGIES INC $3.58亿0.15%4,963,711 —— — —
ILMN ILLUMINA INC $3.59亿0.15%2,039,763 —— — —
DUK DUKE ENERGY CORP NEW $3.63亿0.15%2,871,434 —— — —
SARO STANDARDAERO INC $3.67亿0.15%12,265,391 —— — —
HCA HCA HEALTHCARE INC $3.71亿0.15%951,903 —— — —
UBS UBS GROUP AG $3.72亿0.15%7,482,210 —— — —
SHOP SHOPIFY INC $3.74亿0.15%3,279,616 —— — —
SCHX SCHWAB STRATEGIC TR $3.76亿0.15%12,782,146 —— — —
COST COSTCO WHOLESALE CORPORATION $3.78亿0.15%404,467 —— — —
RYAAY RYANAIR HOLDINGS PLC $3.79亿0.15%5,860,443 —— — —
CVS CVS HEALTH CORP $3.80亿0.15%3,677,824 —— — —
MRVL MARVELL TECHNOLOGY INC $3.81亿0.15%1,278,184 —— — —
TSEM TOWER SEMICONDUCTOR LTD $3.82亿0.15%1,464,914 —— — —
CMPR CIMPRESS PLC $3.84亿0.16%3,774,708 —— — —
STRL STERLING INFRASTRUCTURE INC $3.95亿0.16%470,643 —— — —
CME CME GROUP INC $3.96亿0.16%1,791,092 —— — —
STE STERIS PLC $3.98亿0.16%1,887,828 —— — —
ICUI ICU MED INC $4.08亿0.17%2,781,620 —— — —
W WAYFAIR INC $4.13亿0.17%4,469,109 —— — —
PTC PTC INC $4.19亿0.17%3,684,121 —— — —
PLTR PALANTIR TECHNOLOGIES INC $4.22亿0.17%3,621,397 —— — —
TXN TEXAS INSTRS INC $4.23亿0.17%1,418,674 —— — —
LAMR LAMAR ADVERTISING CO $4.25亿0.17%2,724,525 —— — —
COP CONOCOPHILLIPS $4.28亿0.17%4,116,578 —— — —
APP APPLOVIN CORP $4.28亿0.17%831,237 —— — —
VRT VERTIV HOLDINGS CO $4.41亿0.18%1,317,408 —— — —
AJG GALLAGHER ARTHUR J & CO $4.45亿0.18%1,940,663 —— — —
GILD GILEAD SCIENCES INC $4.48亿0.18%3,546,841 —— — —
UTHR UNITED THERAPEUTICS CORP DEL $4.50亿0.18%831,129 —— — —
MSI MOTOROLA SOLUTIONS INC $4.58亿0.19%1,103,655 —— — —
COF CAPITAL ONE FINL CORP $4.64亿0.19%2,314,665 —— — —
SPXC SPX TECHNOLOGIES INC $4.66亿0.19%1,898,958 —— — —
FPS FORGENT POWER SOLUTIONS INC $4.72亿0.19%8,457,260 —— — —
ICE INTERCONTINENTAL EXCHANGE IN $4.74亿0.19%3,850,472 —— — —
DTE DTE ENERGY CO $4.77亿0.19%3,132,273 —— — —
CLH CLEAN HARBORS INC $4.78亿0.19%1,598,574 —— — —
UNP UNION PAC CORP $4.79亿0.19%1,762,230 —— — —
MCD MCDONALDS CORP $4.82亿0.20%1,784,065 —— — —
RTO RENTOKIL INITIAL PLC $4.85亿0.20%16,957,699 —— — —
HOOD ROBINHOOD MKTS INC $4.93亿0.20%4,916,257 —— — —
MRK MERCK & CO INC $5.01亿0.20%3,901,539 —— — —
RBA RB GLOBAL INC $5.15亿0.21%4,421,743 —— — —
TFII TFI INTERNATIONAL INC $5.15亿0.21%3,588,905 —— — —
MMM 3M CO $5.21亿0.21%3,218,003 —— — —
ST SENSATA TECHNOLOGIES HLDG PL $5.22亿0.21%10,925,289 —— — —
CTVA CORTEVA INC $5.44亿0.22%6,426,384 —— — —
IR INGERSOLL RAND INC $5.48亿0.22%6,679,206 —— — —
TFX TELEFLEX INCORPORATED $5.50亿0.22%4,342,512 —— — —
BKNG BOOKING HOLDINGS INC $5.51亿0.22%3,088,838 —— — —
TEL TE CONNECTIVITY PLC $5.54亿0.22%2,749,063 —— — —
WEX WEX INC $5.60亿0.23%3,967,061 —— — —
GLW CORNING INC $5.65亿0.23%2,210,653 —— — —
GIL GILDAN ACTIVEWEAR INC $5.73亿0.23%11,111,694 —— — —
LNTH LANTHEUS HLDGS INC $5.76亿0.23%5,188,416 —— — —
CP CANADIAN PACIFIC KANSAS CITY $5.77亿0.23%6,654,647 —— — —
AEE AMEREN CORP $5.78亿0.23%5,115,469 —— — —
ORLY OREILLY AUTOMOTIVE INC $5.80亿0.24%6,295,569 —— — —
PTCT PTC THERAPEUTICS INC $5.90亿0.24%7,236,402 —— — —
MNST MONSTER BEVERAGE CORP NEW $5.93亿0.24%6,170,193 —— — —
RCL ROYAL CARIBBEAN GROUP $5.97亿0.24%1,881,240 —— — —
WAT WATERS CORP $6.24亿0.25%1,663,601 —— — —
MDLN MEDLINE INC $6.25亿0.25%15,858,400 —— — —
VRTX VERTEX PHARMACEUTICALS INC $6.26亿0.25%1,259,997 —— — —
DKNG DRAFTKINGS INC NEW $6.38亿0.26%25,274,243 —— — —
GS GOLDMAN SACHS GROUP INC $6.41亿0.26%633,635 —— — —
ADI ANALOG DEVICES INC $6.41亿0.26%1,614,474 —— — —
TVTX TRAVERE THERAPEUTICS INC $6.43亿0.26%11,324,191 —— — —
GMED GLOBUS MED INC $6.48亿0.26%8,200,423 —— — —
HD HOME DEPOT INC $6.56亿0.27%1,861,035 —— — —
HLT HILTON WORLDWIDE HLDGS INC $6.64亿0.27%2,008,827 —— — —
CVX CHEVRON CORPORATION $6.76亿0.27%4,078,078 —— — —
GKOS GLAUKOS CORP $6.80亿0.28%4,862,894 —— — —
SYK STRYKER CORPORATION $6.82亿0.28%2,164,836 —— — —
DIS DISNEY WALT CO $6.88亿0.28%7,142,995 —— — —
CDNS CADENCE DESIGN SYSTEM INC $6.89亿0.28%1,835,098 —— — —
MIRM MIRUM PHARMACEUTICALS INC $6.92亿0.28%5,909,184 —— — —
DE DEERE & CO $6.92亿0.28%1,090,450 —— — —
NFLX NETFLIX INC. $6.93亿0.28%9,710,107 —— — —
NBIS NEBIUS GROUP N.V. $7.14亿0.29%2,586,119 —— — —
PM PHILIP MORRIS INTL INC $7.26亿0.29%4,015,688 —— — —
ABT ABBOTT LABORATORIES $7.33亿0.30%8,075,934 —— — —
FCX FREEPORT MCMORAN INC $7.40亿0.30%11,765,253 —— — —
MS MORGAN STANLEY $7.42亿0.30%3,551,238 —— — —
NXPI NXP SEMICONDUCTORS N V $7.42亿0.30%2,641,698 —— — —
PNC PNC FINL SVCS GROUP INC $7.57亿0.31%3,074,194 —— — —
ISRG INTUITIVE SURGICAL INC $7.59亿0.31%1,908,424 —— — —
TJX TJX COS INC NEW $8.03亿0.33%5,302,446 —— — —
BSX BOSTON SCIENTIFIC CORP $8.03亿0.33%18,822,853 —— — —
AXP AMERICAN EXPRESS CO $8.06亿0.33%2,382,750 —— — —