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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
24Q1 调仓
2023-12-31 → 2024-03-31 · 共 98 项
建仓 3
增持 30
减持 65
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIACorp
+$12.6M
37,016
-12%
减持
AAPL
AppleInc.
-$6.7M
271,746
-2%
减持
META
MetaPlatformsIncA
+$6.2M
54,404
-5%
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。
增持
MSFT
MicrosoftCorp
+$5.3M
96,292
+3%
减持
LLY
EliLilly
+$3.9M
22,530
-4%
减持
AMZN
AmazonComInc
+$3.7M
150,324
-3%
增持
DIS
DisneyWaltCo.
+$3.4M
105,279
+0%
增持
BA
Boeing
-$3.1M
60,470
+7%
增持
ADBE
AdobeSystems
-$3.1M
34,417
+0%
减持
AMAT
AppliedMaterialsInc
+$2.5M
68,400
-5%
减持
CAT
Caterpillar
+$2.4M
39,600
-4%
增持
EW
EdwardsLifesciencesCorp
+$2.3M
112,781
+2%
减持
QCOM
QualcommInc
+$2.1M
99,456
-3%
减持
MRK
Merck
+$2.0M
103,190
-3%
减持
CMI
CumminsInc
+$2.0M
37,741
-1%
减持
HUBB
HubbellIncClassB
+$1.9M
23,621
-2%
增持
FDX
FedexCorporation
+$1.8M
45,913
+1%
减持
IBM
IntlBusinessMachines
+$1.8M
73,135
-2%
增持
MKC
McCormick&CoIncN-Vt
+$1.8M
150,459
+5%
增持
ZTS
ZoetisInc
-$1.8M
86,699
+4%
减持
AXP
AmericanExpressCompany
+$1.6M
40,483
-1%
减持
HD
HomeDepotInc
+$1.5M
45,868
-1%
减持
COST
CostcoCompaniesInc.
+$1.5M
28,678
-3%
增持
INTC
IntelCorp
-$1.5M
301,342
+3%
增持
NKE
NikeIncB
-$1.4M
134,887
+4%
减持
ABBV
AbbVieInc
+$1.4M
61,196
-3%
增持
STZ
ConstellationBrandsIncA
+$1.3M
35,852
+3%
减持
FISV
FiservInc
+$1.3M
50,229
-1%
减持
V
VisaInc.ClassA
+$1.2M
84,852
-2%
减持
CMG
ChipotleMexicanGrillIncA
+$1.1M
1,863
-0%
增持
PEP
PepsicoInc
+$1.1M
79,644
+5%
减持
GOOGL
AlphabetIncA
+$1.0M
96,164
-0%
减持
CRWD
CrowdStrikeHoldingsIncA
+$978.0K
16,330
-2%
减持
ADP
AutoDataProcessing
+$917.0K
58,011
-0%
减持
TSLA
TeslaMotorsInc
-$896.0K
10,976
-3%
减持
SYY
SyscoCorp.
+$818.0K
121,728
-2%
减持
BRK/B
BerkshireHathawayClB
+$792.0K
13,008
-1%
增持
SCHW
CharlesSchwabCorp
+$765.0K
162,685
+2%
减持
REGN
RegeneronPharmsInc
+$758.0K
9,476
-0%
减持
GSK
GSKPlc
+$683.0K
145,720
-3%
减持
MCD
McDonaldsCorp
-$670.0K
36,668
-1%
减持
TMO
ThermoFisherScientific
+$669.0K
14,088
-1%
减持
TGT
TargetCorporation
+$666.0K
19,588
-1%
增持
AMT
AmericanTowerCorpClassA
+$661.0K
20,338
+31%
减持
CSX
CSXCorp
+$651.0K
352,422
-2%
增持
WMT
Wal-MartStoresInc
+$643.0K
90,968
+197%
减持
GOOG
AlphabetIncC
+$594.0K
97,666
-4%
减持
PG
Procter&Gamble
+$534.0K
44,309
-2%
增持
DE
Deere&Co
+$505.0K
30,313
+1%
减持
T
AT&TInc
-$471.0K
45,274
-40%
增持
BMY
Bristol-MyersSquibbCo
+$427.0K
128,328
+1%
减持
YUM
YumBrands
+$414.0K
54,193
-0%
减持
—
NXPSemiconductorN.V.
+$408.0K
24,784
-1%
减持
VZ
VerizonCommunicationsInc
-$365.0K
65,823
-21%
减持
BUD
AnheuserBusch
-$349.0K
46,545
-5%
增持
SBUX
StarbucksCorp
-$308.0K
153,656
+3%
减持
GLW
CorningInc
-$303.0K
176,802
-12%
增持
BDX
BectonDickinson&Co
+$285.0K
47,939
+1%
减持
ZBH
ZimmerBiometHldgsInc
+$272.0K
30,378
-1%
减持
EMR
EmersonElectricCo
+$242.0K
22,141
-5%
增持
JNJ
Johnson&Johnson
+$240.0K
55,879
+2%
减持
UNP
UnionPacificCorp
-$212.0K
58,908
-2%
建仓
MDY
SPDRS&PMidCap400
+$205.0K
370
建仓
AFL
AFLACInc
+$204.0K
2,377
建仓
IJR
IsharesTrS&PSmallcap
+$202.0K
1,836
增持
UPS
UnitedParcelServiceB
-$197.0K
81,430
+4%
增持
—
MedtronicInc
+$184.0K
37,660
+0%
减持
—
UnileverPlcAmerShs
+$172.0K
106,279
-0%
减持
AMGN
AmgenIncorporated
-$168.0K
45,253
-0%
减持
INTU
IntuitInc
+$166.0K
11,700
-2%
减持
KO
CocaColaCompany
+$164.0K
132,787
-2%
减持
CSCO
CiscoSystems
-$164.0K
241,787
-0%
减持
PYPL
PayPalHoldingsInc
-$162.0K
66,043
-12%
减持
CVX
ChevronCorp
+$158.0K
23,841
-1%
减持
ABT
AbbottLaboratories
+$153.0K
67,899
-1%
增持
GILD
GileadSciencesInc
-$152.0K
27,262
+3%
减持
RTX
RaytheonTechnologiesCorp
+$151.0K
12,456
-1%
减持
—
ExxonMobilCorporation
+$150.0K
13,139
-5%
增持
PFE
PfizerInc
-$142.0K
337,283
+2%
增持
EA
ElectronicArtsInc.
+$135.0K
55,490
+5%
增持
—
LabCpOfAmerHldgNew
-$112.0K
23,630
+2%
减持
BKNG
BookingHoldingsInc
+$110.0K
1,450
-0%
增持
MDLZ
MondelezIntlIncClA
+$46.0K
83,498
+4%
减持
WTS
WattsWaterTechIncA
+$43.0K
15,095
-1%
减持
DTEGY
DeutscheTelekomAGADR
-$37.0K
199,466
-1%
减持
SNA
SnapOnTools
+$36.0K
13,872
-2%
减持
NVS
NovartisAG
-$34.0K
2,750
-8%
增持
PANW
PaloAltoNetworksInc
-$26.0K
12,503
+3%
减持
SCHB
SchwabUSBroadMarketETF
+$26.0K
5,583
-1%
减持
ROK
RockwellAutomationInc
-$25.0K
850
-3%
增持
QQQ
InvescoQQQTrust
+$25.0K
536
+3%
减持
RPM
RpmInternationalInc
+$24.0K
3,990
-1%
减持
KVUE
KenvueInc
-$23.0K
202,258
-0%
减持
ENB
EnbridgeInc
+$19.0K
282,416
-0%
增持
HON
HoneywellInternational
-$14.0K
61,874
+2%
减持
BAC
BankofAmericaCorp
-$13.0K
8,214
-15%
减持
WFC
WellsFargo&Co
+$13.0K
10,557
-13%
减持
PLTR
PalantirTechnologiesIncA
+$13.0K
31,768
-24%
