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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 18
增持 62
减持 52
清仓 18
方向
标的
Δ市值
现股数(环比)
增持
SPY
SPDR S&P 500 ETF TR
+$1.45B
4,189,091
+106%
减持
GLD
SPDR GOLD TR
-$1.14B
4,319,278
-49%
减持
ZS
ZSCALER INC
-$305.5M
24,000
-98%
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。
减持
GOOG
ALPHABET INC
-$254.5M
4,283
-100%
减持
AAPL
APPLE INC
-$250.7M
722,871
-60%
增持
—
IREN LIMITED
+$236.0M
20,632,702
+95%
增持
IWM
ISHARES TR
+$175.6M
1,369,018
+128%
增持
NFLX
NETFLIX INC
+$139.2M
108,039
+1728%
增持
MSFT
MICROSOFT CORP
+$125.4M
269,647
+1055%
增持
C
CITIGROUP INC
+$119.0M
1,656,780
+433%
增持
QQQ
INVESCO QQQ TR
+$117.5M
644,902
+27%
增持
NVDA
NVIDIA CORPORATION
+$96.3M
758,965
+248%
增持
CELH
CELSIUS HLDGS INC
+$89.0M
2,064,338
+988%
减持
ARGX
ARGENX SE
-$80.6M
246,800
-33%
增持
XLF
SELECT SECTOR SPDR TR
+$79.7M
1,657,034
+1068%
增持
XLE
SELECT SECTOR SPDR TR
+$78.6M
1,028,347
+1020%
增持
TSLA
TESLA INC
+$77.8M
251,923
+2802%
清仓
CRWD
CROWDSTRIKE HLDGS INC
-$75.0M
0
-100%
减持
TLT
ISHARES TR
-$72.1M
75,000
-91%
减持
GOOGL
ALPHABET INC
-$59.2M
11,991
-97%
增持
XBI
SPDR SERIES TRUST
+$56.6M
1,557,879
+74%
增持
INTU
INTUIT
+$56.1M
74,067
+1971%
增持
BAC
BANK AMERICA CORP
+$55.2M
1,495,299
+300%
减持
WMT
WALMART INC
-$54.7M
719,925
-49%
减持
GFF
GRIFFON CORP
-$53.7M
3,727
-100%
增持
COF
CAPITAL ONE FINL CORP
+$53.6M
277,244
+824%
减持
—
AON PLC
-$53.1M
2,601
-98%
减持
META
META PLATFORMS INC
-$50.9M
44,182
-70%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$50.1M
211,000
+3777%
增持
HBAN
HUNTINGTON BANCSHARES INC
+$50.1M
3,004,729
+14950%
减持
NDAQ
NASDAQ INC
-$49.6M
113,564
-86%
减持
GS
GOLDMAN SACHS GROUP INC
-$48.2M
20,523
-82%
增持
AVGO
BROADCOM INC
+$47.8M
182,378
+1118%
减持
FCX
FREEPORT-MCMORAN INC
-$45.7M
73,883
-94%
增持
—
EATON CORP PLC
+$42.0M
196,433
+90%
增持
TRV
TRAVELERS COMPANIES INC
+$41.9M
167,971
+1366%
建仓
—
MAREX GROUP PLC
+$41.0M
1,038,967
增持
WFC
WELLS FARGO CO NEW
+$40.9M
802,505
+147%
减持
UBER
UBER TECHNOLOGIES INC
-$40.3M
125,736
-82%
减持
TMUS
T-MOBILE US INC
-$39.9M
44,761
-76%
减持
BABA
ALIBABA GROUP HLDG LTD
-$39.7M
129,358
-69%
减持
WELL
WELLTOWER INC
-$39.6M
25,545
-91%
增持
PG
PROCTER AND GAMBLE CO
+$38.6M
343,682
+264%
增持
CCJ
CAMECO CORP
+$37.7M
614,100
+222%
建仓
—
COUCHBASE INC
+$37.2M
1,524,681
增持
AZO
AUTOZONE INC
+$36.7M
14,466
+224%
增持
—
ZIM INTEGRATED SHIPPING SERV
+$36.3M
3,889,100
+116%
增持
—
TRIUMPH GROUP INC NEW
+$35.7M
1,948,714
+242%
减持
HD
HOME DEPOT INC
-$33.8M
13,133
-88%
建仓
LION
LIONSGATE STUDIOS CORP
+$33.7M
5,805,850
减持
VICI
VICI PPTYS INC
-$33.6M
1,724,200
-37%
减持
TXN
TEXAS INSTRS INC
-$33.4M
15,222
-93%
增持
NET
CLOUDFLARE INC
+$33.3M
172,856
+3383%
清仓
—
LIONS GATE ENTMNT CORP
-$33.0M
0
-100%
增持
BRO
BROWN & BROWN INC
+$30.1M
298,641
+1121%
建仓
—
UNIQURE NV
+$29.2M
2,095,931
减持
NEE
NEXTERA ENERGY INC
-$29.2M
301,586
-57%
增持
LQD
ISHARES TR
+$28.2M
280,135
+1109%
减持
WSC
WILLSCOT HLDGS CORP
-$27.9M
36,382
-97%
减持
SO
SOUTHERN CO
-$27.6M
12,963
-96%
减持
HCA
HCA HEALTHCARE INC
-$27.5M
3,862
-95%
减持
ABT
ABBOTT LABS
-$26.9M
39,612
-84%
增持
DIS
DISNEY WALT CO
+$26.5M
249,658
+452%
减持
AHCO
ADAPTHEALTH CORP
-$26.0M
9,011,300
-12%
清仓
SBRA
SABRA HEALTH CARE REIT INC
-$25.6M
0
-100%
清仓
VCIT
VANGUARD SCOTTSDALE FDS
-$24.5M
0
-100%
增持
KDP
KEURIG DR PEPPER INC
+$24.0M
1,092,448
+210%
增持
TSHA
TAYSHA GENE THERAPIES INC
+$23.5M
10,313,733
+4105%
增持
HYG
ISHARES TR
+$22.9M
320,800
+766%
减持
MS
MORGAN STANLEY
-$22.5M
40,623
-83%
减持
GILD
GILEAD SCIENCES INC
-$22.5M
63,630
-76%
清仓
—
ECHOSTAR CORP
-$22.5M
0
-100%
增持
NXT
NEXTRACKER INC
+$22.3M
671,700
+99%
建仓
—
CIDARA THERAPEUTICS INC
+$21.9M
450,000
减持
—
CRH PLC
-$21.7M
376,290
-41%
增持
—
UROGEN PHARMA LTD
+$21.5M
2,229,652
+174%
减持
—
FERRARI N V
-$20.6M
10,641
-82%
清仓
ARM
ARM HOLDINGS PLC
-$19.6M
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC
-$19.5M
3,423
-98%
建仓
RPD
RAPID7 INC
+$19.1M
825,238
增持
RSP
INVESCO EXCHANGE TRADED FD T
+$18.9M
245,092
+66%
建仓
—
THOMSON REUTERS CORP
+$18.9M
94,106
增持
—
INDIVIOR PLC
+$18.6M
2,190,274
+48%
增持
IQV
IQVIA HLDGS INC
+$18.5M
226,688
+132%
减持
PRGS
PROGRESS SOFTWARE CORP
+$18.4M
1,573,021
-1%
增持
CASY
CASEYS GEN STORES INC
+$18.4M
37,114
+3051%
增持
CLSK
CLEANSPARK INC
+$18.1M
3,181,846
+26%
减持
DVN
DEVON ENERGY CORP NEW
-$17.8M
17,641
-96%
清仓
J
JACOBS SOLUTIONS INC
-$17.6M
0
-100%
减持
GEV
GE VERNOVA INC
+$15.8M
76,170
-5%
清仓
CLH
CLEAN HARBORS INC
-$15.8M
0
-100%
建仓
FE
FIRSTENERGY CORP
+$15.6M
388,492
减持
USB
US BANCORP DEL
-$15.6M
15,250
-96%
增持
BSX
BOSTON SCIENTIFIC CORP
+$15.3M
257,639
+111%
减持
KO
COCA COLA CO
-$15.1M
26,649
-89%
建仓
RSMC
TIDAL TRUST III
+$15.1M
580,000
增持
PTGX
PROTAGONIST THERAPEUTICS INC
+$15.0M
824,019
+30%
建仓
DKS
DICKS SPORTING GOODS INC
+$14.8M
75,000
建仓
SMCI
SUPER MICRO COMPUTER INC
+$14.7M
300,200
减持
PENN
PENN ENTERTAINMENT INC
-$14.6M
894,944
-52%
清仓
TJX
TJX COS INC NEW
-$14.5M
0
-100%
建仓
ALV
AUTOLIV INC
+$14.5M
129,671
减持
AMP
AMERIPRISE FINL INC
-$14.5M
540
-98%
减持
INTC
INTEL CORP
-$14.4M
652,021
-49%
增持
SPG
SIMON PPTY GROUP INC NEW
+$14.4M
91,521
+4296%
减持
CCC
CCC INTELLIGENT SOLUTIONS HL
-$14.2M
4,550,000
-28%
增持
—
FLUOR CORP
+$14.1M
10,846,000
+6721%
增持
—
SCORPIO TANKERS INC
+$14.0M
446,149
+382%
建仓
NSC
NORFOLK SOUTHN CORP
+$13.9M
54,253
减持
—
HESS CORP
-$13.8M
41,857
-66%
减持
HLMN
HILLMAN SOLUTIONS CORP
-$13.5M
8,148,318
-0%
增持
OWL
BLUE OWL CAPITAL INC
+$13.4M
737,896
+1931%
清仓
—
DISCOVER FINL SVCS
-$12.4M
0
-100%
增持
—
SAREPTA THERAPEUTICS INC
+$12.4M
22,829,000
+354%
清仓
—
LIONSGATE STUDIOS CORP
-$12.4M
0
-100%
增持
APGE
APOGEE THERAPEUTICS INC
+$12.1M
642,357
+52%
清仓
—
FORWARD AIR CORP
-$11.9M
0
-100%
建仓
BA
BOEING CO
+$11.8M
56,411
增持
BIL
SPDR SERIES TRUST
+$11.4M
267,668
+87%
减持
PRMB
PRIMO BRANDS CORPORATION
-$11.4M
214,590
-57%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$11.4M
46,764
-23%
增持
WK
WORKIVA INC
+$11.3M
169,055
+4981%
增持
—
REDFIN CORP
+$11.3M
1,022,864
+5545%
增持
SCHW
SCHWAB CHARLES CORP
+$11.3M
204,462
+117%
清仓
—
REDFIN CORP
-$11.2M
0
-100%
减持
—
INVESCO LTD
-$11.2M
206,451
-78%
清仓
MCHP
MICROCHIP TECHNOLOGY INC.
-$11.1M
0
-100%
建仓
—
BURFORD CAP LTD
+$10.9M
778,757
减持
XRT
SPDR SERIES TRUST
-$10.9M
250,000
-43%
建仓
CG
CARLYLE GROUP INC
+$10.7M
209,000
减持
DEI
DOUGLAS EMMETT INC
-$10.6M
23,959
-96%
减持
REG
REGENCY CTRS CORP
-$10.5M
303,845
-30%
增持
MTZ
MASTEC INC
+$10.5M
93,700
+99%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$10.3M
25,794
+528%
清仓
HYGV
FLEXSHARES TR
-$10.3M
0
-100%
增持
AIG
AMERICAN INTL GROUP INC
+$10.0M
125,499
+1435%
增持
SRE
SEMPRA
+$9.9M
225,030
+126%
清仓
XHB
SPDR SER TR
-$9.9M
0
-100%
增持
CXM
SPRINKLR INC
+$9.9M
4,682,000
+32%
清仓
SYK
STRYKER CORPORATION
-$9.8M
0
-100%
减持
WWD
WOODWARD INC
-$9.8M
11,272
-84%
增持
ENPH
ENPHASE ENERGY INC
+$9.7M
271,273
+1479%
增持
JNJ
JOHNSON & JOHNSON
+$9.6M
145,401
+92%
增持
—
DEUTSCHE BANK A G
+$9.5M
397,369
+306%
建仓
FWRD
FORWARD AIR CORP
+$9.4M
384,634
减持
ABBV
ABBVIE INC
-$9.3M
152,796
-15%
清仓
KIM
KIMCO RLTY CORP
-$9.3M
0
-100%
建仓
—
JD.COM INC
+$9.3M
8,879,000
增持
FISV
FISERV INC
+$9.2M
58,039
+1447%
减持
A
AGILENT TECHNOLOGIES INC
-$9.2M
79,769
-50%
