Jefferies Q3 2026 13F: largest position changes杰富瑞 (Jefferies) 2026年Q3 13F：重点持仓变化

📊 13F持仓｜杰富瑞 (Jefferies)

截至2026年9月30日｜美股多头市值 $7.1B

重点增持

• 加仓 +11273%｜高收益债ETF (HYG)｜增持约 $198M

• 加仓 +1047%｜黄金ETF (GLD)｜增持约 $92M

• 加仓 +270%｜Berkshire Hathaway Inc. (BRK-B)｜增持约 $87M

重点减持

• 减仓 -73%｜标普500ETF (SPY)｜减持约 $642M

• 减仓 -100%｜苹果 (AAPL)｜减持约 $243M

• 减仓 -85%｜脸书 (META)｜减持约 $149M

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 2026-09-30 | reported long value $7.1B

Largest additions

• Shares +11273% | iShares iBoxx $ High Yield Cor… (HYG) | added about $198M

• Shares +1047% | SPDR Gold Shares (GLD) | added about $92M

• Shares +270% | Berkshire Hathaway Inc. (BRK-B) | added about $87M

Largest reductions

• Shares -73% | State Street SPDR S&P 500 ETF (SPY) | reduced about $642M

• Shares -100% | Apple Inc. (AAPL) | reduced about $243M

• Shares -85% | Facebook (META) | reduced about $149M

Note: 13F is a delayed quarter-end holdings snapshot.