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Jefferies Financial Group Inc. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Jefferies Financial Group Inc.
报告期 2026-03-31 · CIK 0000096223
持仓数
1,692
前50大市值合计
$8.61B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
24Q2 调仓
2024-03-31 → 2024-06-30 · 共 150 项
建仓 20
增持 51
减持 54
清仓 25
方向
标的
Δ市值
现股数(环比)
减持
DIS
DISNEY WALT CO
-$505.0M
216,159
-95%
减持
SPY
SPDR S&P 500 ETF TR
-$459.5M
3,334,525
-23%
减持
JPM
JPMORGAN CHASE & CO.
-$329.6M
135,353
-92%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
GLD
SPDR GOLD TR
+$310.4M
3,601,423
+60%
增持
AAPL
APPLE INC
+$186.8M
1,092,964
+332%
减持
HYG
ISHARES TR
-$161.8M
1,930,120
-52%
减持
QQQ
INVESCO QQQ TR
-$147.7M
515,602
-42%
减持
MU
MICRON TECHNOLOGY INC
-$121.7M
35,302
-97%
减持
DAL
DELTA AIR LINES INC DEL
-$120.9M
337,053
-88%
增持
—
GOLAR LNG LTD
+$108.6M
4,900,000
+162%
增持
IWM
ISHARES TR
+$103.9M
1,263,867
+74%
增持
XLE
SELECT SECTOR SPDR TR
+$95.9M
1,518,784
+237%
减持
LQD
ISHARES TR
-$91.6M
326,014
-72%
减持
UBER
UBER TECHNOLOGIES INC
-$84.4M
624,486
-63%
增持
GERN
GERON CORP
+$84.3M
20,030,000
+10822%
建仓
DXJ
WISDOMTREE TR
+$79.9M
708,535
减持
XBI
SPDR SER TR
-$78.8M
377,331
-69%
增持
BSX
BOSTON SCIENTIFIC CORP
+$69.8M
1,095,880
+415%
增持
NVDA
NVIDIA CORPORATION
-$69.3M
276,544
+142%
减持
CVX
CHEVRON CORP NEW
-$61.0M
141,490
-73%
增持
AMZN
AMAZON COM INC
+$56.1M
350,355
+443%
清仓
LVS
LAS VEGAS SANDS CORP
-$53.7M
0
-100%
增持
WMT
WALMART INC
+$51.3M
1,398,844
+94%
增持
AMD
ADVANCED MICRO DEVICES INC
+$47.8M
419,956
+273%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$45.8M
386,861
-53%
减持
ARGX
ARGENX SE
-$44.8M
27,750
-81%
清仓
MRVL
MARVELL TECHNOLOGY INC
-$43.1M
0
-100%
减持
XLF
SELECT SECTOR SPDR TR
-$43.0M
71,883
-93%
减持
DVN
DEVON ENERGY CORP NEW
-$41.7M
259,500
-76%
减持
—
LAM RESEARCH CORP
-$40.2M
5,271
-89%
减持
PRGS
PROGRESS SOFTWARE CORP
-$40.1M
17,437
-98%
增持
CRWD
CROWDSTRIKE HLDGS INC
+$40.1M
285,275
+32%
增持
FCX
FREEPORT-MCMORAN INC
+$36.9M
1,980,931
+57%
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$36.6M
2,040,561
+73%
增持
ABBV
ABBVIE INC
+$36.4M
279,721
+340%
减持
MRNA
MODERNA INC
-$33.8M
166,706
-67%
减持
MSTR
MICROSTRATEGY INC
-$32.8M
17,600
-47%
减持
JNK
SPDR SER TR
-$32.5M
6,686
-98%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$30.0M
1,857,400
+67%
减持
INTC
INTEL CORP
-$29.5M
144,561
-81%
减持
—
SUPER MICRO COMPUTER INC
-$29.0M
400
-99%
减持
MRK
MERCK & CO INC
-$29.0M
109,020
-66%
减持
—
HESS CORP
-$28.8M
82,437
-69%
增持
RMD
RESMED INC
+$28.3M
160,913
+1025%
增持
DHR
DANAHER CORPORATION
+$27.6M
153,924
+253%
建仓
—
TRIUMPH GROUP INC NEW
+$27.5M
1,786,019
建仓
BBWI
BATH & BODY WORKS INC
+$27.3M
699,700
建仓
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$25.8M
63,425
建仓
HPQ
HP INC
+$25.8M
736,500
增持
PFE
PFIZER INC
+$25.6M
1,607,961
+130%
增持
CCJ
CAMECO CORP
+$25.3M
630,034
+381%
减持
AXSM
AXSOME THERAPEUTICS INC
-$25.3M
15,859
-95%
减持
ATMU
ATMUS FILTRATION TECHNOLOGIE
-$24.5M
333,158
-68%
清仓
—
OSIRIS ACQUISITION CORP
-$24.3M
0
-100%
建仓
—
LUMENTUM HLDGS INC
+$22.7M
23,345,000
建仓
CXM
SPRINKLR INC
+$22.7M
2,355,000
增持
Z
ZILLOW GROUP INC
+$22.4M
919,888
+121%
增持
—
CEDAR FAIR L P
+$20.9M
953,859
+29%
增持
QCOM
QUALCOMM INC
+$20.6M
121,091
+486%
增持
—
FERRARI N V
+$20.5M
50,773
+10369%
减持
SPHY
SPDR SER TR
-$20.4M
331,899
-72%
减持
C
CITIGROUP INC
-$20.2M
33,989
-90%
增持
GOOG
ALPHABET INC
+$20.0M
112,305
+2626%
建仓
IP
INTERNATIONAL PAPER CO
+$19.3M
447,743
减持
UAL
UNITED AIRLS HLDGS INC
-$18.7M
114,950
-77%
清仓
AA
ALCOA CORP
-$18.1M
0
-100%
增持
ZTS
ZOETIS INC
+$17.6M
120,538
+524%
增持
HLMN
HILLMAN SOLUTIONS CORP
-$17.5M
9,866,866
+0%
减持
CTAS
CINTAS CORP
-$16.9M
9,197
-73%
减持
—
EXXON MOBIL CORP
-$16.6M
273,026
-34%
减持
ABT
ABBOTT LABS
-$16.5M
167,793
-44%
增持
SYK
STRYKER CORPORATION
+$16.5M
102,116
+100%
增持
ORCL
ORACLE CORP
+$16.4M
136,647
+502%
增持
TLT
ISHARES TR
+$16.3M
440,969
+73%
增持
AMGN
AMGEN INC
+$16.0M
158,026
+35%
增持
TSLA
TESLA INC
+$15.9M
222,346
+39%
减持
ZS
ZSCALER INC
-$15.8M
3,216
-96%
清仓
AFRM
AFFIRM HLDGS INC
-$15.6M
0
-100%
建仓
IBIT
ISHARES BITCOIN TR
+$15.5M
454,947
减持
VOO
VANGUARD INDEX FDS
-$15.5M
136,853
-22%
减持
HYGV
FLEXSHARES TR
-$15.5M
50,000
-88%
减持
—
WAYFAIR INC
-$15.2M
4,034,000
-73%
清仓
—
SHOCKWAVE MED INC
-$15.0M
0
-100%
增持
—
UBS GROUP AG
+$14.9M
527,917
+2329%
清仓
FXI
ISHARES TR
-$14.8M
0
-100%
清仓
PDD
PDD HOLDINGS INC
-$14.6M
0
-100%
增持
EQT
EQT CORP
+$14.6M
976,530
+68%
减持
SQ
BLOCK INC
-$14.5M
254,161
-30%
减持
ANF
ABERCROMBIE & FITCH CO
-$14.0M
6,200
-95%
清仓
XHB
SPDR SER TR
-$13.8M
0
-100%
清仓
FMX
FOMENTO ECONOMICO MEXICANO S
-$13.6M
0
-100%
建仓
EFA
ISHARES TR
+$13.5M
172,910
增持
CAH
CARDINAL HEALTH INC
+$13.5M
163,800
+591%
建仓
—
LIONSGATE STUDIOS CORP
+$13.3M
1,650,968
减持
—
CRH PLC
-$13.3M
67,300
-68%
增持
REGN
REGENERON PHARMACEUTICALS
+$13.2M
20,491
+137%
建仓
EGP
EASTGROUP PPTYS INC
+$13.2M
77,476
建仓
VMC
VULCAN MATLS CO
+$13.1M
52,766
建仓
THC
TENET HEALTHCARE CORP
+$13.1M
98,551
减持
VLO
VALERO ENERGY CORP
-$13.1M
45,978
-61%
减持
SLB
SCHLUMBERGER LTD
-$13.0M
50,000
-82%
清仓
—
DECIPHERA PHARMACEUTICALS IN
-$12.9M
0
-100%
增持
ADBE
ADOBE INC
+$12.7M
51,460
+64%
清仓
GPI
GROUP 1 AUTOMOTIVE INC
-$12.5M
0
-100%
建仓
DVA
DAVITA INC
+$12.2M
88,187
增持
SYF
SYNCHRONY FINANCIAL
+$12.1M
387,800
+169%
建仓
GEL
GENESIS ENERGY L P
+$11.8M
826,627
减持
SMH
VANECK ETF TRUST
-$11.8M
32,211
-64%
增持
TXN
TEXAS INSTRS INC
+$11.6M
109,342
+97%
清仓
FIS
FIDELITY NATL INFORMATION SV
-$11.5M
0
-100%
建仓
—
WESTROCK CO
+$11.3M
225,000
增持
OTIS
OTIS WORLDWIDE CORP
+$11.1M
125,163
+1199%
清仓
—
ARCH CAP GROUP LTD
-$10.9M
0
-100%
减持
LOW
LOWES COS INC
-$10.6M
3,582
-92%
增持
CPNG
COUPANG INC
+$10.5M
544,703
+1022%
清仓
JLL
JONES LANG LASALLE INC
-$10.5M
0
-100%
清仓
KMB
KIMBERLY-CLARK CORP
-$10.4M
0
-100%
建仓
CLS
CELESTICA INC
+$10.3M
180,000
清仓
BN
BROOKFIELD CORP
-$10.2M
0
-100%
清仓
—
ETSY INC
-$10.2M
0
-100%
增持
CRNX
CRINETICS PHARMACEUTICALS IN
+$10.0M
227,500
+4432%
增持
COLL
COLLEGIUM PHARMACEUTICAL INC
+$9.8M
352,000
+765%
减持
FDX
FEDEX CORP
-$9.7M
1,050
-97%
建仓
GEV
GE VERNOVA INC
+$9.6M
55,896
减持
NPWR
NET POWER INC
-$9.6M
425,000
-65%
增持
—
MICROCHIP TECHNOLOGY INC.
+$9.6M
9,822,000
+1171%
减持
TRIP
TRIPADVISOR INC
-$9.5M
309,104
-43%
清仓
M
MACYS INC
-$9.5M
0
-100%
清仓
BAM
BROOKFIELD ASSET MANAGMT LTD
-$9.5M
0
-100%
减持
GILD
GILEAD SCIENCES INC
-$9.4M
385,595
-21%
清仓
SRE
SEMPRA
-$9.2M
0
-100%
减持
EEM
ISHARES TR
-$9.1M
20,262
-92%
增持
PH
PARKER-HANNIFIN CORP
+$9.0M
32,050
+148%
清仓
EMB
ISHARES TR
-$9.0M
0
-100%
清仓
—
PIONEER NAT RES CO
-$9.0M
0
-100%
建仓
USFD
US FOODS HLDG CORP
+$8.9M
167,500
清仓
—
IRONWOOD PHARMACEUTICALS INC
-$8.9M
0
-100%
增持
GOOGL
ALPHABET INC
+$8.8M
174,126
+15%
增持
PENN
PENN ENTERTAINMENT INC
+$8.7M
600,235
+280%
增持
ZBH
ZIMMER BIOMET HOLDINGS INC
+$8.7M
104,520
+420%
减持
UNP
UNION PAC CORP
-$8.6M
4,502
-88%
减持
SAP
SAP SE
-$8.4M
240,000
-18%
减持
CHRW
C H ROBINSON WORLDWIDE INC
-$8.4M
2,755
-98%
减持
—
RINGCENTRAL INC
-$8.4M
3,025,000
-76%
增持
MSCI
MSCI INC
+$8.2M
22,933
+359%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$8.2M
19,500
-63%
增持
PTCT
PTC THERAPEUTICS INC
+$8.1M
522,895
+92%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$7.9M
63,541
+295%
清仓
GPC
GENUINE PARTS CO
-$7.8M
0
-100%
减持
MARA
MARATHON DIGITAL HOLDINGS IN
-$7.7M
151,350
-68%
