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JACOBS & CO/CA 13F 持仓明细(2026-03-31) · 小隐寺数据中心
JACOBS & CO/CA
报告期 2026-03-31 · CIK 0001055544
持仓数
124
前50大市值合计
$834.7M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($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
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 117 项
建仓 7
增持 37
减持 66
清仓 7
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
+$9.9M
303,521
-2%
增持
NVDA
NVIDIA Corp
+$5.6M
42,413
+1%
减持
META
Meta Platforms Inc A
+$5.5M
61,024
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。
-1%
减持
MSFT
Microsoft Corp
+$4.7M
103,013
-1%
增持
SCHW
Charles Schwab Corp
-$4.4M
150,133
+2%
增持
AMZN
Amazon Com Inc
+$3.3M
161,396
+1%
增持
PFE
Pfizer Inc
-$3.2M
324,454
+1%
清仓
MMM
3M
-$2.5M
0
-100%
减持
FDX
Fedex Corporation
+$2.5M
45,509
-1%
建仓
PANW
Palo Alto Networks Inc
+$2.4M
11,766
建仓
CRWD
CrowdStrike Holdings Inc A
+$2.2M
16,136
减持
AMAT
Applied Materials Inc
+$2.0M
81,083
-1%
增持
ADBE
Adobe Systems
+$1.9M
37,194
+1%
减持
INTC
Intel Corp
+$1.9M
320,115
-2%
减持
QCOM
Qualcomm Inc
+$1.8M
104,273
-1%
增持
GOOGL
Alphabet Inc A
+$1.7M
105,901
+0%
增持
GOOG
Alphabet Inc C
+$1.6M
107,062
+0%
增持
DIS
Disney Walt Co.
+$1.5M
103,209
+2%
减持
ZTS
Zoetis Inc
+$1.5M
87,366
-2%
减持
UPS
United Parcel Service B
+$1.5M
77,957
-1%
增持
TSLA
Tesla Motors Inc
+$1.4M
13,249
+23%
减持
MRK
Merck
-$1.4M
105,980
-7%
增持
INTU
Intuit Inc
+$1.3M
12,613
+13%
减持
BA
Boeing
+$1.2M
57,214
-1%
减持
CAT
Caterpillar
-$1.2M
42,581
-7%
减持
V
Visa Inc. Class A
+$1.2M
94,569
-3%
增持
HON
Honeywell International
-$1.1M
60,354
+3%
减持
ADP
Auto Data Processing
-$1.1M
54,308
-1%
减持
COST
Costco Companies Inc.
+$1.1M
32,495
-2%
增持
JNJ
Johnson & Johnson
-$1.0M
61,689
+3%
减持
BKNG
Booking Holdings Inc
+$982.0K
1,613
-1%
减持
CVX
Chevron Corp
-$980.0K
25,247
-11%
增持
AMGN
Amgen Incorporated
-$941.0K
46,161
+0%
增持
EW
Edwards Lifesciences Corp
+$903.0K
102,679
+1%
减持
CSCO
Cisco Systems
+$873.0K
246,042
-2%
增持
—
NXP Semiconductor N.V.
+$818.0K
25,911
+2%
增持
HD
Home Depot Inc
-$810.0K
47,325
+1%
增持
GLW
Corning Inc
+$786.0K
231,303
+0%
清仓
HLN
Haleon PLC
-$751.0K
0
-100%
减持
ABT
Abbott Laboratories
-$728.0K
71,206
-2%
减持
BAX
Baxter International Inc
-$728.0K
47,837
-9%
减持
DTEGY
Deutsche Telekom AG ADR
+$632.0K
211,340
-6%
增持
FISV
Fiserv Inc
+$622.0K
48,405
+1%
减持
NKE
Nike Inc B
+$584.0K
127,439
-1%
减持
ABBV
AbbVie Inc
-$552.0K
71,960
-3%
增持
CMG
Chipotle Mexican Grill Inc A
+$532.0K
1,622
+1%
减持
SBUX
Starbucks Corp
+$529.0K
153,600
-1%
增持
LLY
Eli Lilly
-$509.0K
27,434
+1%
增持
IBM
Intl Business Machines
-$472.0K
79,193
+3%
减持
AXP
American Express Company
+$456.0K
34,571
-3%
减持
EMR
Emerson Electric Co
-$419.0K
27,985
-6%
增持
TGT
Target Corporation
+$405.0K
18,448
+4%
减持
BDX
Becton Dickinson & Co
-$391.0K
50,420
-0%
增持
MKC
Mc Cormick & Co Inc N-Vt
+$364.0K
125,969
+3%
减持
KO
Coca Cola Company
-$356.0K
142,848
-1%
建仓
PCG
PG&E Corporation
+$336.0K
20,790
清仓
—
Blackrock Inc
-$328.0K
0
-100%
减持
—
Lab Cp Of Amer Hldg New
-$311.0K
23,806
-3%
清仓
PM
Philip Morris Int'l Inc
-$303.0K
0
-100%
增持
SYY
Sysco Corp.
+$303.0K
106,002
+3%
减持
WTS
Watts Water Tech Inc A
+$296.0K
15,405
-2%
减持
BUD
Anheuser Busch
+$294.0K
62,663
-3%
减持
REGN
Regeneron Pharms Inc
+$291.0K
10,247
-9%
清仓
DEO
Diageo Plc New Adr
-$271.0K
0
-100%
减持
VZ
Verizon Communications Inc
-$270.0K
210,135
-2%
增持
DE
Deere & Co
-$251.0K
24,227
+1%
减持
AFL
AFLAC Inc
-$250.0K
7,188
-27%
建仓
—
General Electric
+$248.0K
2,601
建仓
—
Arista Networks Inc
+$240.0K
1,430
减持
PEP
Pepsico Inc
-$226.0K
77,893
-2%
减持
PG
Procter & Gamble
-$226.0K
45,572
-1%
建仓
NFLX
Netflix Inc
+$224.0K
651
清仓
GE
General Electric
-$217.0K
0
-100%
减持
—
Exxon Mobil Corporation
-$212.0K
15,825
-10%
清仓
PPG
PPG Inds
-$212.0K
0
-100%
减持
ABNB
Airbnb Inc A
+$209.0K
11,947
-20%
增持
CSX
C S X Corp
-$204.0K
359,234
+2%
建仓
MAS
Masco Corp
+$201.0K
4,045
减持
CMI
Cummins Inc
-$187.0K
35,018
-1%
减持
KMI
Kinder Morgan Inc
-$175.0K
13,209
-41%
增持
EA
Electronic Arts Inc.
+$168.0K
53,730
+4%
减持
RTX
Raytheon Technologies Corp
-$150.0K
13,667
-7%
减持
MDLZ
Mondelez Intl Inc Cl A
+$143.0K
78,519
-2%
增持
BMY
Bristol-Myers Squibb Co
-$142.0K
125,574
+2%
减持
KMB
Kimberly Clark
-$139.0K
2,255
-31%
减持
PYPL
PayPal Holdings Inc
+$137.0K
84,267
-4%
减持
MCD
Mc Donalds Corp
+$137.0K
36,107
-4%
减持
JPM
JPMorgan Chase & Co
-$134.0K
4,746
-15%
增持
UNP
Union Pacific Corp
-$133.0K
60,405
+2%
增持
STZ
Constellation Brands Inc A
-$122.0K
35,250
+1%
减持
WMT
Wal-Mart Stores Inc
+$119.0K
32,290
-1%
增持
ENB
Enbridge Inc
-$114.0K
275,929
+1%
减持
CL
Colgate-Palmolive Co
-$109.0K
8,201
-11%
减持
YUM
Yum Brands
+$102.0K
57,271
-2%
增持
AMT
American Tower Corp Class A
+$93.0K
9,244
+9%
减持
—
Unilever Plc Amer Shs
+$90.0K
105,546
-1%
增持
COP
ConocoPhillips
-$85.0K
4,524
+0%
减持
GSK
GSK Plc
-$76.0K
158,225
-3%
减持
T
AT&T Inc
+$70.0K
346,414
-3%
增持
GILD
Gilead Sciences Inc
-$61.0K
27,181
+1%
减持
ORCL
Oracle Corporation
+$55.0K
9,470
-6%
减持
ZBH
Zimmer Biomet Hldgs Inc
-$47.0K
34,594
-2%
增持
WFC
Wells Fargo & Co
-$46.0K
11,975
+0%
减持
SYK
Stryker Corp
-$44.0K
1,900
-21%
减持
HUBB
Hubbell Inc Class B
-$36.0K
27,239
-4%
减持
—
Eaton Corp Plc
-$33.0K
1,704
-18%
增持
SLB
Schlumberger
-$28.0K
6,415
+0%
减持
—
nVent Electric PLC
+$23.0K
7,101
-3%
减持
SCHB
Schwab US Broad Market ETF
+$18.0K
5,644
-0%
减持
BRK/B
Berkshire Hathaway Cl B
-$16.0K
13,144
-0%
减持
EBAY
Ebay Inc
-$12.0K
93,124
-7%
减持
HPQ
HP Inc
+$12.0K
8,373
-3%
减持
—
Medtronic Inc
+$8.0K
47,069
-3%
减持
SNY
Sanofi Aventis
-$8.0K
6,915
-13%
增持
UNH
Unitedhealth Group Inc
+$5.0K
525
+14%
减持
MSI
Motorola Solutions Inc
+$5.0K
1,173
-9%
减持
YUMC
Yum China Holdings Inc
-$5.0K
3,340
-16%
