Jefferies Q2 2026 13F: largest position changes杰富瑞 (Jefferies) 2026年Q2 13F：重点持仓变化
📊 13F持仓｜杰富瑞 (Jefferies)
截至2026年6月30日｜美股多头市值 $12.3B
重点增持
• 加仓 +50%｜标普500ETF (SPY)｜期末 $1.2B
• 新建｜Space Exploration Technologies… (SPCX)｜期末 $803M
• 加仓 +43%｜罗素2000ETF (IWM)｜期末 $380M
重点减持
• 减仓 -92%｜黄金ETF (GLD)｜期末 $2.4B
• 减仓 -90%｜能源板块ETF (XLE)｜期末 $157M
• 清仓｜亚什兰公司 (ASH)｜上季 $106M
注：13F为季度末持仓快照，披露存在滞后。
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📊 13F holdings | Jefferies
as of 2026-06-30 | reported long value $12.3B
Largest additions
• Shares +50% | State Street SPDR S&P 500 ETF (SPY) | quarter-end $1.2B
• New | Space Exploration Technologies… (SPCX) | quarter-end $803M
• Shares +43% | iShares Russell 2000 ETF (IWM) | quarter-end $380M
Largest reductions
• Shares -92% | SPDR Gold Shares (GLD) | quarter-end $2.4B
• Shares -90% | State Street Energy Select Sec… (XLE) | quarter-end $157M
• Exited | Ashland Inc. (ASH) | prior-quarter $106M
Note: 13F is a delayed quarter-end holdings snapshot.
📊 13F持仓｜杰富瑞 (Jefferies)
截至2026年6月30日｜美股多头市值 $12.3B
重点增持
• 加仓 +50%｜标普500ETF (SPY)｜期末 $1.2B
• 新建｜Space Exploration Technologies… (SPCX)｜期末 $803M
• 加仓 +43%｜罗素2000ETF (IWM)｜期末 $380M
重点减持
• 减仓 -92%｜黄金ETF (GLD)｜期末 $2.4B
• 减仓 -90%｜能源板块ETF (XLE)｜期末 $157M
• 清仓｜亚什兰公司 (ASH)｜上季 $106M
注：13F为季度末持仓快照，披露存在滞后。
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📊 13F holdings | Jefferies
as of 2026-06-30 | reported long value $12.3B
Largest additions
• Shares +50% | State Street SPDR S&P 500 ETF (SPY) | quarter-end $1.2B
• New | Space Exploration Technologies… (SPCX) | quarter-end $803M
• Shares +43% | iShares Russell 2000 ETF (IWM) | quarter-end $380M
Largest reductions
• Shares -92% | SPDR Gold Shares (GLD) | quarter-end $2.4B
• Shares -90% | State Street Energy Select Sec… (XLE) | quarter-end $157M
• Exited | Ashland Inc. (ASH) | prior-quarter $106M
Note: 13F is a delayed quarter-end holdings snapshot.
This analysis was generated by InvestLog AI based on SEC filings, Form 4 insider transactions, Form 144 planned-sale notices, 13F institutional holdings, analyst ratings, and market data. It is for informational purposes only and does not constitute investment advice.这篇研究由 InvestLog AI 基于 SEC 披露、Form 4 内部人交易、Form 144 计划减持、13F 机构持仓、分析师评级和市场数据生成。内容仅供参考，不构成投资建议。