小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
24Q3 调仓
2024-06-30 → 2024-09-30 · 共 150 项
建仓 27
增持 58
减持 45
清仓 20
方向
标的
Δ市值
现股数(环比)
增持
GLD
SPDR GOLD TR
+$1.17B
7,996,310
+122%
增持
SPY
SPDR S&P 500 ETF TR
+$1.01B
4,918,939
+48%
增持
AAPL
APPLE INC
+$831.5M
4,556,632
+317%
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
NVDA
NVIDIA CORPORATION
+$348.2M
3,148,231
+1038%
增持
—
NXP SEMICONDUCTORS N V
+$256.4M
1,080,018
+10285%
增持
AMGN
AMGEN INC
+$230.0M
866,923
+449%
增持
SHEL
SHELL PLC
+$173.9M
2,862,708
+1286%
增持
ARGX
ARGENX SE
+$171.1M
337,700
+1117%
清仓
—
GOLAR LNG LTD
-$153.6M
0
-100%
增持
QQQ
INVESCO QQQ TR
+$127.2M
766,702
+49%
增持
AHCO
ADAPTHEALTH CORP
+$112.2M
10,021,749
+30736%
增持
AMZN
AMAZON COM INC
+$109.6M
951,661
+172%
建仓
COP
CONOCOPHILLIPS
+$103.2M
980,324
减持
XLE
SELECT SECTOR SPDR TR
-$71.2M
765,638
-50%
减持
DXJ
WISDOMTREE TR
-$69.7M
96,634
-86%
增持
JPM
JPMORGAN CHASE & CO.
+$68.8M
455,988
+237%
建仓
EWT
ISHARES INC
+$67.6M
1,250,000
减持
IWM
ISHARES TR
-$62.5M
878,021
-31%
增持
ABBV
ABBVIE INC
+$61.5M
554,351
+98%
减持
GDX
VANECK ETF TRUST
-$56.6M
971,377
-65%
建仓
XOP
SPDR SER TR
+$55.8M
423,941
建仓
IMNM
IMMUNOME INC
+$54.8M
3,751,092
清仓
—
CEDAR FAIR L P
-$51.8M
0
-100%
减持
HYG
ISHARES TR
-$48.0M
1,256,677
-35%
减持
SAP
SAP SE
-$47.4M
4,425
-98%
减持
V
VISA INC
-$46.3M
294,359
-39%
清仓
Z
ZILLOW GROUP INC
-$42.7M
0
-100%
增持
ZS
ZSCALER INC
+$42.2M
250,461
+7688%
减持
CRWD
CROWDSTRIKE HLDGS INC
-$41.9M
240,464
-16%
减持
GERN
GERON CORP
-$40.9M
9,696,535
-52%
增持
HCA
HCA HEALTHCARE INC
+$39.8M
160,631
+102%
增持
ZTS
ZOETIS INC
+$39.5M
309,196
+157%
减持
TSLA
TESLA INC
-$31.5M
47,821
-78%
清仓
CCJ
CAMECO CORP
-$31.0M
0
-100%
减持
UBER
UBER TECHNOLOGIES INC
-$29.4M
212,763
-66%
增持
TLT
ISHARES TR
+$28.6M
704,400
+60%
增持
ORCL
ORACLE CORP
+$28.5M
280,495
+105%
增持
GOOG
ALPHABET INC
+$28.3M
292,340
+160%
减持
RMD
RESMED INC
-$27.8M
13,577
-92%
清仓
BBWI
BATH & BODY WORKS INC
-$27.3M
0
-100%
减持
PFE
PFIZER INC
-$27.2M
613,631
-62%
增持
INTU
INTUIT
+$27.0M
46,660
+1437%
减持
AMD
ADVANCED MICRO DEVICES INC
-$27.0M
250,890
-40%
增持
WMT
WALMART INC
+$26.8M
1,504,571
+8%
增持
KRE
SPDR SER TR
+$26.2M
503,602
+983%
减持
—
EXXON MOBIL CORP
-$26.1M
45,066
-83%
建仓
AVTR
AVANTOR INC
+$25.9M
1,000,000
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$25.6M
239,629
-38%
增持
EQT
EQT CORP
+$25.6M
1,683,194
+72%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$25.3M
992
-98%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$23.0M
2,502,600
+35%
减持
QCOM
QUALCOMM INC
-$22.9M
7,270
-94%
清仓
—
LUMENTUM HLDGS INC
-$22.7M
0
-100%
建仓
MGRC
MCGRATH RENTCORP
+$22.5M
213,844
建仓
—
NIO INC
+$21.7M
24,674,000
增持
—
HALOZYME THERAPEUTICS INC
+$20.5M
17,165,000
+77923%
增持
ALNY
ALNYLAM PHARMACEUTICALS INC
+$20.4M
98,193
+262%
增持
VRSK
VERISK ANALYTICS INC
+$19.7M
74,132
+9667%
减持
LQD
ISHARES TR
-$19.1M
140,028
-57%
减持
SYK
STRYKER CORPORATION
-$18.8M
44,236
-57%
增持
MMM
3M CO
+$18.6M
147,250
+886%
增持
GEV
GE VERNOVA INC
+$18.3M
109,418
+96%
增持
MRK
MERCK & CO INC
+$17.1M
269,655
+147%
建仓
SPIB
SPDR SER TR
+$16.9M
500,000
增持
BLDR
BUILDERS FIRSTSOURCE INC
+$16.6M
99,796
+412%
建仓
PYPL
PAYPAL HLDGS INC
+$16.5M
211,299
建仓
VIR
VIR BIOTECHNOLOGY INC
+$16.3M
2,170,410
增持
—
ARISTA NETWORKS INC
+$16.0M
50,901
+408%
清仓
DAL
DELTA AIR LINES INC DEL
-$16.0M
0
-100%
减持
HLMN
HILLMAN SOLUTIONS CORP
+$15.8M
9,764,898
-1%
清仓
—
MARATHON DIGITAL HOLDINGS IN
-$15.7M
0
-100%
减持
SQ
BLOCK INC
-$15.5M
13,338
-95%
增持
BSX
BOSTON SCIENTIFIC CORP
+$15.4M
1,190,406
+9%
减持
IBIT
ISHARES BITCOIN TRUST ETF
-$14.9M
16,177
-96%
增持
CVS
CVS HEALTH CORP
+$14.9M
326,210
+246%
减持
IP
INTERNATIONAL PAPER CO
-$14.8M
92,290
-79%
增持
APGE
APOGEE THERAPEUTICS INC
+$14.6M
369,197
+105%
建仓
JLL
JONES LANG LASALLE INC
+$14.2M
52,639
减持
XLV
SELECT SECTOR SPDR TR
-$13.7M
55,620
-64%
清仓
EFA
ISHARES TR
-$13.5M
0
-100%
建仓
LAD
LITHIA MTRS INC
+$13.4M
42,198
减持
—
UBS GROUP AG
-$13.4M
70,471
-87%
增持
—
KELLANOVA
+$13.3M
287,500
+67%
建仓
VALE
VALE S A
+$13.2M
1,132,660
清仓
EGP
EASTGROUP PPTYS INC
-$13.2M
0
-100%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$13.1M
32,643
-46%
建仓
—
DEXCOM INC
+$13.0M
14,713,000
增持
WAT
WATERS CORP
+$13.0M
42,520
+436%
增持
TNDM
TANDEM DIABETES CARE INC
+$12.6M
378,336
+346%
减持
—
JETBLUE AIRWAYS CORP
-$12.6M
1,476,000
-91%
增持
LITE
LUMENTUM HLDGS INC
+$11.9M
201,013
+1156%
增持
PENN
PENN ENTERTAINMENT INC
+$11.9M
1,244,357
+107%
增持
BIIB
BIOGEN INC
+$11.6M
64,027
+1836%
增持
DHR
DANAHER CORPORATION
+$11.5M
179,713
+17%
增持
—
JAZZ INVESTMENTS I LTD
+$11.4M
15,230,000
+288%
清仓
CPNG
COUPANG INC
-$11.4M
0
-100%
增持
—
UPSTART HLDGS INC
+$11.4M
19,161,000
+165%
清仓
—
WESTROCK CO
-$11.3M
0
-100%
建仓
—
WOLFSPEED INC
+$11.3M
16,305,000
增持
LNWO
LIGHT & WONDER INC
+$11.2M
125,033
+3684%
建仓
KMB
KIMBERLY-CLARK CORP
+$11.2M
78,388
建仓
VIOV
VANGUARD ADMIRAL FDS INC
+$11.1M
120,000
增持
SYRE
SPYRE THERAPEUTICS INC
+$11.1M
454,807
+366%
减持
PTGX
PROTAGONIST THERAPEUTICS INC
+$11.0M
1,814,696
-11%
增持
SLB
SCHLUMBERGER LTD
+$10.9M
317,095
+534%
增持
THC
TENET HEALTHCARE CORP
+$10.9M
144,243
+46%
减持
GE
GE AEROSPACE
-$10.8M
30,917
-70%
清仓
CLS
CELESTICA INC
-$10.3M
0
-100%
清仓
CRNX
CRINETICS PHARMACEUTICALS IN
-$10.2M
0
-100%
建仓
SNA
SNAP ON INC
+$10.1M
35,000
减持
BDX
BECTON DICKINSON & CO
-$10.1M
12,427
-78%
增持
DVA
DAVITA INC
+$10.1M
136,025
+54%
减持
SMTC
SEMTECH CORP
-$9.8M
47,936
-88%
减持
ZBH
ZIMMER BIOMET HOLDINGS INC
-$9.8M
14,547
-86%
建仓
UPST
UPSTART HLDGS INC
+$9.6M
240,400
减持
OTIS
OTIS WORLDWIDE CORP
-$9.6M
23,523
-81%
减持
COLL
COLLEGIUM PHARMACEUTICAL INC
-$9.4M
50,000
-86%
增持
LOW
LOWES COS INC
+$9.4M
37,624
+950%
建仓
VSTS
VESTIS CORPORATION
+$9.4M
628,241
减持
KROS
KEROS THERAPEUTICS INC
+$9.2M
866,737
-4%
增持
RRC
RANGE RES CORP
+$9.2M
988,925
+56%
增持
LNG
CHENIERE ENERGY INC
+$9.2M
52,249
+4047%
建仓
CRMT
AMERICAS CAR-MART INC
+$9.0M
215,000
清仓
REPL
REPLIMUNE GROUP INC
-$9.0M
0
-100%
清仓
FULC
FULCRUM THERAPEUTICS INC
-$8.9M
0
-100%
减持
TXN
TEXAS INSTRS INC
-$8.8M
60,137
-45%
建仓
—
SPRINGWORKS THERAPEUTICS INC
+$8.8M
275,000
减持
ABT
ABBOTT LABS
-$8.8M
75,766
-55%
减持
—
WOLFSPEED INC
-$8.7M
15,180,000
-39%
增持
GEL
GENESIS ENERGY L P
+$8.7M
1,532,257
+85%
减持
KHC
KRAFT HEINZ CO
-$8.6M
6,295
-98%
减持
HD
HOME DEPOT INC
-$8.6M
11,869
-69%
减持
FCX
FREEPORT-MCMORAN INC
-$8.6M
1,757,073
-11%
清仓
—
PENTAIR PLC
-$8.5M
0
-100%
建仓
EMB
ISHARES TR
+$8.4M
90,179
减持
LLY
ELI LILLY & CO
-$8.4M
3,501
-72%
增持
MPC
MARATHON PETE CORP
+$8.3M
134,969
+71%
建仓
DUK
DUKE ENERGY CORP NEW
+$8.3M
71,670
减持
—
INDIVIOR PLC
-$8.2M
1,061,930
-11%
减持
USFD
US FOODS HLDG CORP
-$8.1M
12,165
-93%
建仓
BALL
BALL CORP
+$8.1M
119,564
清仓
—
CABLE ONE INC
-$8.0M
0
-100%
增持
—
MICROSTRATEGY INC
+$8.0M
7,214,000
+367%
增持
CPB
CAMPBELL SOUP CO
+$7.8M
277,250
+119%
增持
PEP
PEPSICO INC
+$7.8M
53,693
+574%
增持
—
AON PLC
+$7.8M
28,659
+299%
建仓
MMSI
MERIT MED SYS INC
+$7.8M
78,804
清仓
ASHR
DBX ETF TR
-$7.8M
0
-100%
清仓
SPHY
SPDR SER TR
-$7.7M
0
-100%
建仓
LW
LAMB WESTON HLDGS INC
+$7.7M
118,839