Jane Street Group Q2 2026 13F: largest position changes简街 (Jane Street Group) 2026年Q2 13F：重点持仓变化

📊 13F持仓｜简街 (Jane Street Group)

截至2026年6月30日｜美股多头市值 $700.9B

重点增持

• 加仓 +37%｜标普500ETF (SPY)｜期末 $116.1B

• 加仓 +22%｜美光科技 (MU)｜期末 $42.0B

• 加仓 +21%｜纳指100ETF (QQQ)｜期末 $36.3B

重点减持

• 减仓 -35%｜特斯拉 (TSLA)｜期末 $19.6B

• 减仓 -19%｜黄金ETF (GLD)｜期末 $19.0B

• 减仓 -15%｜脸书 (META)｜期末 $12.2B

注：13F为季度末持仓快照，披露存在滞后。

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📊 13F holdings | Jane Street Group

as of 2026-06-30 | reported long value $700.9B

Largest additions

• Shares +37% | State Street SPDR S&P 500 ETF (SPY) | quarter-end $116.1B

• Shares +22% | Micron Technology, Inc. (MU) | quarter-end $42.0B

• Shares +21% | Invesco QQQ Trust, Series 1 (QQQ) | quarter-end $36.3B

Largest reductions

• Shares -35% | Tesla, Inc. (TSLA) | quarter-end $19.6B

• Shares -19% | SPDR Gold Shares (GLD) | quarter-end $19.0B

• Shares -15% | Facebook (META) | quarter-end $12.2B

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