Jupiter Asset Management Ltd 13F 持仓 · 2026年Q2
Jupiter Asset Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 537 只证券，申报市值合计 201.51 亿美元。前几大持仓：NVDA（4.05%）、AVGO（2.98%）、GOOG（2.96%）。本季前 25 大持仓中：增持 16 只、减持 9 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $815.6M | 4.05% | 4.1M | 增持 |
| 2 | AVGO | BROADCOM INC | $599.6M | 2.98% | 1.6M | 增持 |
| 3 | GOOG | ALPHABET INC | $595.8M | 2.96% | 1.7M | 减持 |
| 4 | AAPL | APPLE INC | $543.3M | 2.70% | 1.9M | 增持 |
| 5 | MSFT | MICROSOFT CORP | $540.7M | 2.68% | 1.5M | 减持 |
| 6 | AMZN | AMAZON COM INC | $496.4M | 2.46% | 2.1M | 增持 |
| 7 | GOOGL | ALPHABET INC | $240.7M | 1.19% | 673,520 | 减持 |
| 8 | MU | MICRON TECHNOLOGY INC | $235.6M | 1.17% | 204,104 | 减持 |
| 9 | CMCSA | COMCAST CORP NEW | $224.6M | 1.11% | 9.1M | 增持 |
| 10 | V | VISA INC | $215.2M | 1.07% | 632,706 | 减持 |
| 11 | DIS | DISNEY WALT CO | $211.7M | 1.05% | 2.2M | 增持 |
| 12 | NFLX | NETFLIX INC. | $202.7M | 1.01% | 2.8M | 增持 |
| 13 | TXN | TEXAS INSTRS INC | $197.1M | 0.98% | 685,377 | 减持 |
| 14 | CRM | SALESFORCE INC | $190.7M | 0.95% | 1.2M | 增持 |
| 15 | A | AGILENT TECHNOLOGIES INC | $188.8M | 0.94% | 1.4M | 减持 |
| 16 | PSLV | SPROTT ASSET MANAGEMENT LP | $184.2M | 0.91% | 9.7M | 增持 |
| 17 | AG | FIRST MAJESTIC SILVER CORP | $173.5M | 0.86% | 10.2M | 增持 |
| 18 | BAC | BANK OF AMER CORP | $170.4M | 0.85% | 3.0M | 增持 |
| 19 | GILD | GILEAD SCIENCES INC | $171.5M | 0.85% | 1.4M | 增持 |
| 20 | DHR | DANAHER CORP DEL | $167.0M | 0.83% | 873,581 | 增持 |
| 21 | MA | MASTERCARD INCORPORATED | $157.0M | 0.78% | 309,250 | 减持 |
| 22 | PODD | INSULET CORP | $156.3M | 0.78% | 1.0M | 增持 |
| 23 | CHRW | C H ROBINSON WORLDWIDE IN | $154.9M | 0.77% | 822,335 | 增持 |
| 24 | KR | KROGER CO | $153.7M | 0.76% | 2.8M | 增持 |
| 25 | MTCH | MATCH GROUP INC NEW | $150.1M | 0.74% | 3.9M | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR