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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

24Q2 调仓2024-03-31 → 2024-06-30 · 共 107 项建仓 1增持 42减持 59清仓 5

方向

标的

Δ市值

现股数(环比)

增持

NVDA NVIDIA Corp

+$9.1M

344,454 +831%

减持

AAPL Apple Inc.

+$8.0M

259,373 -5%

增持

NOW ServiceNow Inc

+$6.8M

9,061 +2165%

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

BMY Bristol-Myers Squibb Co

-$5.8M

27,289 -79%

增持

ROK Rockwell Automation Inc

+$5.7M

21,769 +2461%

减持

INTC Intel Corp

-$4.3M

292,080 -3%

减持

COST Costco Companies Inc.

+$3.1M

28,335 -1%

减持

GLW Corning Inc

-$3.0M

73,413 -58%

减持

GOOG Alphabet Inc C

+$2.7M

95,816 -2%

增持

ADBE Adobe Systems

+$2.6M

35,983 +5%

减持

GOOGL Alphabet Inc A

+$2.6M

93,850 -2%

减持

QCOM Qualcomm Inc

+$2.6M

97,397 -2%

减持

LLY Eli Lilly

+$2.4M

21,976 -2%

增持

NKE Nike Inc B

-$2.2M

138,941 +3%

减持

MSFT Microsoft Corp

+$2.0M

95,141 -1%

增持

DIS Disney Walt Co.

-$1.9M

110,317 +5%

减持

HD Home Depot Inc

-$1.9M

45,680 -0%

减持

ZBH Zimmer Biomet Hldgs Inc

-$1.8M

20,242 -33%

减持

BUD Anheuser Busch

-$1.7M

20,083 -57%

增持

ZTS Zoetis Inc

+$1.6M

93,898 +8%

减持

PYPL PayPal Holdings Inc

-$1.6M

49,042 -26%

减持

— Medtronic Inc

-$1.6M

21,759 -42%

减持

AMZN Amazon Com Inc

+$1.5M

148,174 -1%

增持

SBUX Starbucks Corp

-$1.5M

161,318 +5%

增持

MDLZ Mondelez Intl Inc Cl A

+$1.4M

111,282 +33%

减持

VZ Verizon Communications Inc

-$1.4M

34,189 -48%

减持

HUBB Hubbell Inc Class B

-$1.3M

23,207 -2%

减持

GILD Gilead Sciences Inc

-$1.3M

10,622 -61%

减持

AMAT Applied Materials Inc

+$1.2M

64,841 -5%

增持

IBM Intl Business Machines

-$1.2M

73,852 +1%

增持

CAT Caterpillar

-$1.2M

40,016 +1%

增持

V Visa Inc. Class A

-$1.2M

85,752 +1%

减持

AMGN Amgen Incorporated

+$1.2M

44,890 -1%

增持

PANW Palo Alto Networks Inc

+$1.1M

13,710 +10%

减持

CSCO Cisco Systems

-$1.0M

232,542 -4%

增持

BKNG Booking Holdings Inc

+$987.0K

1,577 +9%

减持

CRWD CrowdStrike Holdings Inc A

+$972.0K

16,200 -1%

减持

MRK Merck

-$928.0K

102,483 -1%

增持

DE Deere & Co

-$900.0K

30,917 +2%

减持

GSK GSK Plc

-$887.0K

139,243 -4%

增持

MKC Mc Cormick & Co Inc N-Vt

-$880.0K

150,507 +0%

增持

SYY Sysco Corp.

-$841.0K

126,637 +4%

减持

ADP Auto Data Processing

-$819.0K

57,263 -1%

增持

UNP Union Pacific Corp

-$818.0K

60,416 +3%

减持

CMI Cummins Inc

-$816.0K

37,211 -1%

减持

REGN Regeneron Pharms Inc

+$777.0K

9,417 -1%

减持

FISV Fiserv Inc

-$763.0K

48,744 -3%

减持

META Meta Platforms Inc A

+$739.0K

53,858 -1%

减持

KVUE Kenvue Inc

-$701.0K

200,196 -1%

清仓

SYK StrykerCorp

-$679.0K

0 -100%

减持

BA Boeing

-$672.0K

60,428 -0%

减持

BDX Becton Dickinson & Co

-$666.0K

47,907 -0%

增持

ABT Abbott Laboratories

-$650.0K

68,012 +0%

增持

HON Honeywell International

+$650.0K

62,515 +1%

增持

EA Electronic Arts Inc.

+$642.0K

57,443 +4%

减持

KO Coca Cola Company

-$628.0K

117,757 -11%

减持

WMT Wal-Mart Stores Inc

+$576.0K

89,338 -2%

增持

ABBV AbbVie Inc

-$536.0K

61,845 +1%

减持

SNA Snap On Tools

-$512.0K

13,762 -1%

减持

TMO Thermo Fisher Scientific

-$505.0K

13,894 -1%

增持

TGT Target Corporation

-$499.0K

20,078 +3%

减持

— NXP Semiconductor N.V.

+$496.0K

24,662 -0%

增持

PEP Pepsico Inc

-$480.0K

81,599 +2%

增持

JNJ Johnson & Johnson

-$468.0K

57,274 +2%

减持

WTS Watts Water Tech Inc A

-$467.0K

14,952 -1%

增持

STZ Constellation Brands Inc A

-$462.0K

36,075 +1%

增持

AMT American Tower Corp Class A

+$449.0K

22,981 +13%

增持

INTU Intuit Inc

+$441.0K

12,243 +5%

减持

FDX Fedex Corporation

+$432.0K

45,809 -0%

减持

T AT&T Inc

-$417.0K

19,866 -56%

增持

CMG Chipotle Mexican Grill Inc A

+$385.0K

92,600 +4870%

减持

PFE Pfizer Inc

-$365.0K

321,460 -5%

增持

EW Edwards Lifesciences Corp

-$338.0K

113,021 +0%

增持

UPS United Parcel Service B

-$323.0K

86,074 +6%

清仓

BAC BankofAmericaCorp

-$311.0K

0 -100%

增持

CSX CSX Corp

-$296.0K

381,716 +8%

增持

DTEGY Deutsche Telekom AG ADR

+$266.0K

202,269 +1%

减持

ABNB Airbnb Inc A

-$264.0K

11,086 -6%

减持

— Unilever Plc Amer Shs

+$262.0K

101,770 -4%

建仓

TXN Texas Instruments Inc

+$247.0K

1,273

减持

BRK/B Berkshire Hathaway Cl B

-$243.0K

12,851 -1%

清仓

UNH UnitedhealthGroupInc

-$227.0K

0 -100%

清仓

MDY SPDRS&PMidCap400

-$205.0K

0 -100%

清仓

IJR IsharesTrS&PSmallcap

-$202.0K

0 -100%

减持

SCHW Charles Schwab Corp

+$171.0K

162,019 -0%

减持

BAX Baxter International Inc

-$170.0K

9,254 -18%

增持

MCD Mc Donalds Corp

+$152.0K

41,166 +12%

增持

— Laboratory Corp of America Hld

-$147.0K

24,643 +4%

增持

YUM Yum Brands

+$109.0K

57,546 +6%

减持

TSLA Tesla Motors Inc

+$88.0K

10,194 -7%

减持

EMR Emerson Electric Co

-$78.0K

22,091 -0%

增持

ENB Enbridge Inc

-$74.0K

285,012 +1%

减持

MAS Masco Corp

-$66.0K

3,805 -6%

减持

JPM JPMorgan Chase & Co

-$56.0K

2,124 -12%

减持

SLB Schlumberger

-$51.0K

6,300 -1%

增持

TTD Trade Desk Inc A (The)

+$40.0K

3,250 +2%

增持

AFL AFLAC Inc

+$26.0K

2,577 +8%

减持

ORCL Oracle Corporation

-$25.0K

8,136 -13%

减持

AXP American Express Company

-$24.0K

39,705 -2%

减持

PG Procter & Gamble

+$20.0K

43,717 -1%

增持

— Exxon Mobil Corporation

+$20.0K

13,439 +2%

增持

SCHB Schwab US Broad Market ETF

+$15.0K

5,648 +1%

减持

SNY Sanofi Aventis

-$12.0K

6,690 -3%

减持

QQQ Invesco QQQ Trust

+$12.0K

520 -3%

增持

CVX Chevron Corp

+$5.0K

24,069 +1%

减持

GAM Genl Amer Investors Co

+$4.0K

7,116 -5%

减持

WFC Wells Fargo & Co

-$3.0K

10,242 -3%