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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
24Q4 调仓
2024-09-30 → 2024-12-31 · 共 103 项
建仓 1
增持 34
减持 67
清仓 1
方向
标的
Δ市值
现股数(环比)
清仓
GSK
GSK Plc
-$4.0M
0
-100%
减持
AMZN
AmazonComInc
+$3.7M
142,002
-4%
减持
BDX
BectonDickinson&Co
-$3.5M
31,052
-29%
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
LLY
EliLilly
+$3.4M
29,391
+35%
增持
REGN
RegeneronPharmsInc
-$3.0M
9,191
+1%
增持
ZTS
ZoetisInc
-$3.0M
95,441
+0%
减持
V
VisaInc.ClassA
+$3.0M
84,621
-2%
减持
AAPL
AppleInc.
+$2.9M
248,949
-2%
增持
AMGN
AmgenIncorporated
-$2.7M
44,156
+0%
减持
NVDA
NVIDIACorp
+$2.3M
329,752
-5%
增持
ADBE
AdobeSystems
-$2.2M
37,090
+3%
增持
AMAT
AppliedMaterialsInc
-$2.2M
68,673
+4%
增持
AMD
AdvancedMicroDevices
-$2.1M
89,030
+13%
减持
GOOGL
AlphabetIncA
+$2.1M
94,529
-1%
减持
PFE
PfizerInc
-$2.0M
238,022
-17%
减持
GOOG
AlphabetIncC
+$1.9M
94,013
-2%
增持
DIS
DisneyWaltCo.
+$1.8M
116,516
+1%
减持
CAT
Caterpillar
-$1.8M
38,508
-4%
减持
QCOM
QualcommInc
-$1.7M
98,789
-1%
减持
KO
CocaColaCompany
-$1.7M
79,697
-14%
增持
NKE
NikeIncB
-$1.5M
156,955
+4%
增持
MDLZ
MondelezIntlIncClA
-$1.4M
122,951
+3%
减持
MSFT
MicrosoftCorp
-$1.4M
94,719
-1%
减持
ABBV
AbbVieInc
-$1.3M
60,614
-1%
减持
SCHW
CharlesSchwabCorp
+$1.2M
167,637
-3%
增持
EW
EdwardsLifesciencesCorp
+$1.2M
125,728
+2%
减持
HD
HomeDepotInc
-$1.1M
44,514
-2%
减持
NOW
ServiceNowInc
+$1.1M
8,686
-4%
减持
BA
Boeing
+$1.1M
57,741
-3%
增持
UNP
UnionPacificCorp
-$1.1M
60,463
+0%
减持
HON
HoneywellInternational
+$1.1M
63,233
-1%
减持
TSLA
TeslaMotorsInc
+$1.1M
8,669
-6%
减持
—
UnileverPlcAmerShs
-$1.1M
91,963
-5%
增持
MRK
Merck
-$1.1M
113,641
+4%
增持
SBUX
StarbucksCorp
-$1.1M
169,155
+0%
增持
STZ
ConstellationBrandsIncA
-$1.0M
39,189
+4%
增持
AMT
AmericanTowerCorpClassA
+$1.0M
35,044
+51%
减持
CRWD
CrowdStrikeHoldingsIncA
+$972.0K
18,418
-3%
增持
JNJ
Johnson&Johnson
-$957.0K
56,569
+0%
减持
BKNG
BookingHoldingsInc
+$890.0K
1,539
-4%
增持
UPS
UnitedParcelServiceB
-$815.0K
88,746
+1%
减持
PLTR
PalantirTechnologiesIncA
+$807.0K
21,368
-2%
增持
CSX
CSXCorp
-$783.0K
402,755
+1%
增持
—
NXPSemiconductorN.V.
-$772.0K
24,675
+0%
减持
MCD
McDonaldsCorp
-$766.0K
42,776
-1%
减持
IBM
IntlBusinessMachines
-$753.0K
67,992
-4%
增持
PEP
PepsicoInc
-$739.0K
86,944
+6%
减持
META
MetaPlatformsIncA
-$727.0K
50,560
-5%
增持
ROK
RockwellAutomationInc
+$671.0K
30,496
+2%
减持
YUM
YumBrands
-$670.0K
58,047
-4%
减持
FISV
FiservInc
+$668.0K
43,711
-6%
增持
MKC
McCormick&CoIncN-Vt
-$659.0K
149,685
+2%
减持
HUBB
HubbellIncClassB
-$644.0K
21,867
-4%
增持
TMO
ThermoFisherScientific
-$584.0K
15,206
+11%
增持
CMG
ChipotleMexicanGrillIncA
+$576.0K
108,393
+5%
减持
SNA
SnapOnTools
+$563.0K
13,400
-3%
减持
WMT
WalmartInc
+$537.0K
80,851
-4%
减持
PG
Procter&Gamble
-$515.0K
40,691
-4%
减持
TGT
TargetCorporation
-$488.0K
20,763
-2%
减持
ADP
AutoDataProcessing
+$458.0K
54,603
-3%
减持
—
MedtronicInc
-$445.0K
8,526
-32%
减持
ENB
EnbridgeInc
+$394.0K
276,859
-1%
减持
CMI
CumminsInc
+$386.0K
35,184
-4%
增持
INTU
IntuitInc
+$323.0K
13,348
+3%
减持
FDX
FedexCorporation
+$323.0K
45,888
-0%
减持
EMR
EmersonElectricCo
+$296.0K
21,675
-1%
减持
ZBH
ZimmerBiometHldgsInc
-$289.0K
11,338
-18%
减持
ABT
AbbottLaboratories
-$268.0K
64,914
-3%
减持
SYY
SyscoCorp.
-$266.0K
130,097
-1%
减持
AXP
AmericanExpressCompany
+$264.0K
35,899
-6%
增持
PANW
PaloAltoNetworksInc
+$264.0K
28,070
+98%
增持
SNPS
SynopsysInc
+$253.0K
22,266
+7%
增持
KVUE
KenvueInc
-$248.0K
191,500
+2%
减持
—
ExxonMobilCorp
-$238.0K
12,104
-8%
减持
INTC
IntelCorp
-$215.0K
52,928
-3%
建仓
—
BlackrockInc
+$202.0K
198
增持
—
LaboratoryCorpofAmericaHld
+$174.0K
25,313
+0%
减持
CVX
ChevronCorp
-$156.0K
22,722
-3%
减持
GLW
CorningInc
-$141.0K
52,238
-10%
减持
BUD
AnheuserBusch
-$138.0K
5,923
-10%
减持
DTEGY
DeutscheTelekomAGADR
-$135.0K
190,724
-4%
减持
BRK/B
BerkshireHathawayClB
-$133.0K
12,492
-1%
减持
PYPL
PayPalHoldingsInc
+$131.0K
30,394
-4%
减持
COST
CostcoCompaniesInc.
-$123.0K
26,196
-4%
减持
CSCO
CiscoSystems
-$110.0K
95,511
-12%
减持
VZ
VerizonCommunicationsInc
-$99.0K
16,199
-2%
增持
—
AristaNetworksInc
+$97.0K
6,648
+300%
减持
DE
Deere&Co
+$96.0K
32,956
-1%
减持
BAX
BaxterInternationalInc
-$82.0K
7,392
-6%
减持
WTS
WattsWaterTechIncA
-$78.0K
14,560
-1%
减持
SLB
Schlumberger
-$61.0K
5,255
-16%
减持
EA
ElectronicArtsInc.
+$53.0K
58,436
-1%
减持
ORCL
OracleCorporation
-$47.0K
8,021
-1%
增持
SCHF
SchwabInternationalEquityET
-$40.0K
19,362
+100%
减持
ADSK
Autodesk
+$38.0K
2,236
-1%
减持
AFL
AFLACInc
-$29.0K
2,077
-5%
减持
—
EatonCorpPlc
-$26.0K
731
-10%
减持
HPQ
HPInc
-$25.0K
7,415
-0%
增持
TXN
TexasInstrumentsInc
-$23.0K
1,281
+0%
减持
MSI
MotorolaSolutionsInc
+$8.0K
1,138
-1%
减持
BMY
Bristol-MyersSquibbCo
+$6.0K
4,205
-6%
减持
GILD
GileadSciencesInc
-$4.0K
5,165
-10%
增持
SCHB
SchwabUSBroadMarketETF
+$1.0K
16,592
+194%
