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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 110 项
建仓 2
增持 19
减持 83
清仓 6
方向
标的
Δ市值
现股数(环比)
减持
AAPL
Apple Inc.
+$6.3M
290,526
-4%
减持
NVDA
NVIDIA Corp
+$4.5M
38,486
-9%
减持
META
Meta Platforms Inc A
+$4.1M
59,495
-3%
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。
减持
AMZN
Amazon Com Inc
+$4.0M
158,498
-2%
减持
MSFT
Microsoft Corp
+$3.5M
97,432
-5%
减持
ADBE
Adobe Systems
+$3.5M
36,414
-2%
增持
TMO
Thermo Fisher Scientific
+$3.1M
6,729
+845%
减持
ABBV
AbbVie Inc
-$2.8M
64,188
-11%
减持
LLY
Eli Lilly
+$2.6M
25,560
-7%
减持
NKE
Nike Inc B
-$1.8M
125,474
-2%
减持
HUBB
Hubbell Inc Class B
+$1.6M
24,954
-8%
减持
T
AT&T Inc
-$1.6M
316,249
-9%
减持
PFE
Pfizer Inc
-$1.6M
317,660
-2%
减持
GOOG
Alphabet Inc C
+$1.5M
104,532
-2%
减持
CSX
C S X Corp
+$1.4M
357,148
-1%
减持
UPS
United Parcel Service B
-$1.4M
76,560
-2%
减持
GOOGL
Alphabet Inc A
+$1.3M
102,805
-3%
减持
EBAY
Ebay Inc
-$1.3M
62,939
-32%
减持
DIS
Disney Walt Co.
-$1.3M
101,012
-2%
减持
AMAT
Applied Materials Inc
+$1.3M
77,999
-4%
增持
EW
Edwards Lifesciences Corp
+$1.3M
103,775
+1%
减持
REGN
Regeneron Pharms Inc
-$1.3M
9,952
-3%
减持
SBUX
Starbucks Corp
-$1.2M
149,032
-3%
减持
BUD
Anheuser Busch
-$1.2M
52,231
-17%
减持
BAX
Baxter International Inc
-$1.1M
19,468
-59%
减持
QCOM
Qualcomm Inc
-$930.0K
103,946
-0%
减持
COST
Costco Companies Inc.
+$872.0K
31,610
-3%
减持
PYPL
PayPal Holdings Inc
-$848.0K
83,198
-1%
增持
HD
Home Depot Inc
+$830.0K
47,630
+1%
减持
VZ
Verizon Communications Inc
-$809.0K
198,001
-6%
增持
SCHW
Charles Schwab Corp
+$798.0K
152,822
+2%
增持
DE
Deere & Co
+$797.0K
26,652
+10%
减持
FDX
Fedex Corporation
+$785.0K
45,112
-1%
减持
HON
Honeywell International
+$785.0K
59,373
-2%
增持
AMGN
Amgen Incorporated
-$750.0K
46,887
+2%
增持
AXP
American Express Company
+$724.0K
36,890
+7%
减持
TGT
Target Corporation
-$716.0K
17,735
-4%
减持
KO
Coca Cola Company
-$711.0K
135,325
-5%
减持
CAT
Caterpillar
+$704.0K
42,463
-0%
增持
JNJ
Johnson & Johnson
+$700.0K
61,997
+0%
增持
CMI
Cummins Inc
+$683.0K
36,910
+5%
减持
STZ
Constellation Brands Inc A
+$679.0K
35,111
-0%
增持
PANW
Palo Alto Networks Inc
+$672.0K
11,831
+1%
增持
BMY
Bristol-Myers Squibb Co
-$638.0K
126,129
+0%
增持
ADP
Auto Data Processing
+$634.0K
57,893
+7%
减持
FISV
Fiserv Inc
+$627.0K
48,340
-0%
减持
DTEGY
Deutsche Telekom AG ADR
-$611.0K
206,039
-3%
减持
PEP
Pepsico Inc
-$579.0K
73,535
-6%
减持
ZBH
Zimmer Biomet Hldgs Inc
+$508.0K
34,189
-1%
减持
CMG
Chipotle Mexican Grill Inc A
+$502.0K
1,530
-6%
增持
AMT
American Tower Corp Class A
+$461.0K
12,113
+31%
增持
SYY
Sysco Corp.
+$459.0K
116,515
+10%
减持
—
NXP Semiconductor N.V.
+$456.0K
25,831
-0%
减持
INTC
Intel Corp
-$428.0K
299,943
-6%
减持
BRK/B
Berkshire Hathaway Cl B
+$391.0K
13,049
-1%
增持
—
Medtronic Inc
+$379.0K
47,367
+1%
减持
BDX
Becton Dickinson & Co
+$361.0K
48,644
-4%
减持
ABT
Abbott Laboratories
+$358.0K
69,421
-3%
减持
ZTS
Zoetis Inc
+$358.0K
86,522
-1%
减持
V
Visa Inc. Class A
+$348.0K
91,247
-4%
减持
TSLA
Tesla Motors Inc
+$340.0K
11,799
-11%
减持
BA
Boeing
-$335.0K
55,974
-2%
增持
UNP
Union Pacific Corp
+$324.0K
60,998
+1%
减持
ENB
Enbridge Inc
-$303.0K
275,203
-0%
清仓
—
Royalty Pharma PLC A
-$292.0K
0
-100%
清仓
—
Eaton Corp Plc
-$291.0K
0
-100%
减持
CSCO
Cisco Systems
-$278.0K
243,206
-1%
减持
EA
Electronic Arts Inc.
+$277.0K
52,035
-3%
减持
MKC
Mc Cormick & Co Inc N-Vt
+$269.0K
123,247
-2%
减持
MRK
Merck
+$258.0K
99,954
-6%
清仓
—
General Electric
-$248.0K
0
-100%
减持
ORCL
Oracle Corporation
+$241.0K
9,410
-1%
建仓
TTD
Trade Desk Inc A (The)
+$231.0K
3,000
清仓
KMI
Kinder Morgan Inc
-$231.0K
0
-100%
减持
AFL
AFLAC Inc
-$228.0K
3,377
-53%
清仓
NFLX
Netflix Inc
-$224.0K
0
-100%
建仓
NOW
ServiceNow Inc
+$224.0K
400
减持
JPM
JPMorgan Chase & Co
-$219.0K
2,744
-42%
清仓
YUMC
Yum China Holdings Inc
-$211.0K
0
-100%
减持
PG
Procter & Gamble
-$210.0K
43,272
-5%
增持
CRWD
CrowdStrike Holdings Inc A
+$197.0K
16,421
+2%
减持
EMR
Emerson Electric Co
-$183.0K
24,957
-11%
减持
WMT
Wal-Mart Stores Inc
+$181.0K
31,442
-3%
减持
—
Exxon Mobil Corporation
-$176.0K
14,544
-8%
减持
CVX
Chevron Corp
-$172.0K
25,084
-1%
增持
GILD
Gilead Sciences Inc
-$153.0K
27,286
+0%
减持
—
Lab Cp Of Amer Hldg New
+$139.0K
23,206
-3%
减持
GLW
Corning Inc
-$134.0K
229,058
-1%
减持
RPM
Rpm International Inc
-$116.0K
6,702
-18%
减持
IBM
Intl Business Machines
-$113.0K
76,737
-3%
减持
RTX
Raytheon Technologies Corp
-$104.0K
12,601
-8%
减持
COP
ConocoPhillips
-$94.0K
3,421
-24%
减持
—
Pentair Ltd Com
+$89.0K
11,982
-3%
减持
PSX
Phillips 66
-$85.0K
2,366
-23%
减持
MCD
Mc Donalds Corp
+$84.0K
34,112
-6%
减持
GSK
GSK Plc
-$77.0K
155,798
-2%
减持
YUM
Yum Brands
+$72.0K
55,118
-4%
减持
PLTR
Palantir Technologies Inc A
-$51.0K
41,768
-49%
减持
BKNG
Booking Holdings Inc
+$50.0K
1,603
-1%
减持
MDLZ
Mondelez Intl Inc Cl A
+$48.0K
75,719
-4%
减持
WFC
Wells Fargo & Co
+$48.0K
11,617
-3%
减持
—
nVent Electric PLC
+$41.0K
6,688
-6%
减持
UNH
Unitedhealth Group Inc
-$28.0K
459
-13%
减持
INTU
Intuit Inc
+$25.0K
12,327
-2%
增持
—
Unilever Plc Amer Shs
+$22.0K
105,581
+0%
减持
CL
Colgate-Palmolive Co
+$14.0K
8,188
-0%
减持
HPQ
HP Inc
+$12.0K
8,369
-0%
减持
—
Arista Networks Inc
-$12.0K
1,412
-1%
减持
SLB
Schlumberger
-$3.0K
6,350
-1%
减持
BAC
Bank of America Corp
-$3.0K
10,990
-1%
