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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

25Q1 调仓2024-12-31 → 2025-03-31 · 共 104 项建仓 2增持 27减持 69清仓 6

方向

标的

Δ市值

现股数(环比)

减持

NVDA NVIDIACorp

-$8.7M

327,908 -1%

减持

AAPL AppleInc.

-$7.9M

245,305 -1%

减持

MSFT MicrosoftCorp

-$5.9M

90,564 -4%

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 AmazonComInc

-$4.4M

140,777 -1%

减持

GOOG AlphabetIncC

-$3.4M

92,586 -2%

减持

GOOGL AlphabetIncA

-$3.4M

94,043 -1%

减持

V VisaInc.ClassA

+$2.6M

83,701 -1%

减持

STZ ConstellationBrandsIncA

-$2.5M

33,600 -14%

减持

AMGN AmgenIncorporated

+$2.2M

43,919 -1%

减持

UPS UnitedParcelServiceB

-$2.2M

82,088 -8%

减持

HUBB HubbellIncClassB

-$2.1M

21,416 -2%

增持

LLY EliLilly

+$1.9M

29,812 +1%

减持

ABBV AbbVieInc

+$1.9M

60,428 -0%

增持

ADBE AdobeSystems

-$1.9M

38,122 +3%

减持

META MetaPlatformsIncA

-$1.8M

48,250 -5%

增持

NKE NikeIncB

-$1.7M

159,631 +2%

减持

TSLA TeslaMotorsInc

-$1.7M

6,965 -20%

增持

NOW ServiceNowInc

-$1.7M

9,492 +9%

增持

FDX FedexCorporation

-$1.5M

46,945 +2%

增持

DIS DisneyWaltCo.

-$1.5M

116,637 +0%

减持

CMI CumminsInc

-$1.4M

34,534 -2%

减持

IBM IntlBusinessMachines

+$1.4M

65,789 -3%

减持

YUM YumBrands

+$1.3M

57,429 -1%

增持

AMT AmericanTowerCorpClassA

+$1.2M

35,190 +0%

减持

DE Deere&Co

+$1.2M

32,224 -2%

增持

CAT Caterpillar

-$1.2M

38,845 +1%

减持

HD HomeDepotInc

-$1.1M

44,176 -1%

减持

AXP AmericanExpressCompany

-$1.1M

35,514 -1%

增持

MRK Merck

-$1.1M

114,230 +1%

减持

DTEGY DeutscheTelekomAGADR

+$1.0M

181,569 -5%

减持

ABT AbbottLaboratories

+$1.0M

63,135 -3%

减持

HON HoneywellInternational

-$987.0K

62,793 -1%

增持

CSX CSXCorp

-$981.0K

408,275 +1%

减持

TGT TargetCorporation

-$882.0K

18,440 -11%

减持

MCD McDonaldsCorp

+$860.0K

42,450 -1%

减持

BRK/B BerkshireHathawayClB

+$832.0K

12,195 -2%

减持

JNJ Johnson&Johnson

+$826.0K

54,315 -4%

增持

AMAT AppliedMaterialsInc

-$747.0K

71,816 +5%

减持

MDLZ MondelezIntlIncClA

+$729.0K

118,971 -3%

增持

SNPS SynopsysInc

-$712.0K

23,540 +6%

减持

MKC McCormick&CoIncN-Vt

+$698.0K

147,120 -2%

减持

SCHW CharlesSchwabCorp

+$679.0K

167,166 -0%

减持

PYPL PayPalHoldingsInc

-$658.0K

29,684 -2%

减持

SBUX StarbucksCorp

+$648.0K

163,961 -3%

增持

ROK RockwellAutomationInc

-$624.0K

31,315 +3%

增持

CMG ChipotleMexicanGrillInc

+$602.0K

142,166 +31%

减持

BKNG BookingHoldingsInc

-$593.0K

1,531 -1%

增持

AMD AdvancedMicroDevices

-$591.0K

98,917 +11%

增持

KVUE KenvueInc

+$563.0K

193,967 +1%

减持

PFE PfizerInc

-$516.0K

228,842 -4%

减持

COST CostcoCompaniesInc.

+$478.0K

25,884 -1%

增持

INTU IntuitInc

+$472.0K

14,432 +8%

减持

BDX BectonDickinson&Co

-$468.0K

28,709 -8%

减持

WMT WalmartInc

-$462.0K

77,941 -4%

减持

ADP AutoDataProcessing

+$455.0K

53,804 -1%

减持

CVX ChevronCorp

+$448.0K

22,354 -2%

减持

FISV FiservInc

+$444.0K

42,671 -2%

减持

PLTR PalantirTechnologiesIncA

-$404.0K

14,368 -33%

增持

— NXPSemiconductorN.V.

-$393.0K

24,915 +1%

减持

UNP UnionPacificCorp

+$386.0K

59,995 -1%

清仓

TTD TradeDeskIncA(The)

-$381.0K

0 -100%

增持

ZTS ZoetisInc

+$353.0K

96,591 +1%

减持

— AristaNetworksInc

-$258.0K

6,148 -8%

增持

BA Boeing

-$246.0K

58,484 +1%

清仓

— EatonCorpPlc

-$242.0K

0 -100%

增持

TMO ThermoFisherScientific

-$239.0K

15,417 +1%

减持

ORCL OracleCorporation

-$231.0K

7,907 -1%

建仓

PM PhilipMorrisInt'lInc

+$226.0K

1,430

清仓

VONG VanguardRussell1000Growth

-$216.0K

0 -100%

清仓

IJR IsharesTrS&PSmallcap

-$211.0K

0 -100%

清仓

MDY SPDRS&PMidCap400

-$210.0K

0 -100%

建仓

PCG PG&ECorporation

+$210.0K

12,271

减持

SYY SyscoCorp.

-$208.0K

129,787 -0%

减持

EW EdwardsLifesciencesCorp

-$206.0K

125,573 -0%

清仓

— BlackrockInc

-$202.0K

0 -100%

减持

ZBH ZimmerBiometHldgsInc

-$192.0K

8,888 -22%

增持

REGN RegeneronPharmsInc

-$173.0K

10,050 +9%

减持

— UnileverPlcAmerShs

+$169.0K

90,403 -2%

减持

— PentairLtdCom

-$154.0K

10,500 -1%

减持

CSCO CiscoSystems

-$147.0K

89,254 -7%

减持

KO CocaColaCompany

-$130.0K

67,463 -15%

减持

INTC IntelCorp

+$129.0K

52,404 -1%

减持

CRWD CrowdStrikeHoldingsIncA

+$128.0K

18,236 -1%

减持

ENB EnbridgeInc

+$123.0K

267,892 -3%

减持

— nVentElectricPLC

-$114.0K

5,025 -9%

减持

WTS WattsWaterTechIncA

-$110.0K

13,978 -4%

减持

SNA SnapOnTools

-$91.0K

13,230 -1%

减持

GILD GileadSciencesInc

+$70.0K

4,890 -5%

减持

— ExxonMobilCorp

+$66.0K

11,504 -5%

减持

VZ VerizonCommunicationsInc

+$63.0K

15,664 -3%

减持

BUD AnheuserBusch

+$35.0K

5,383 -9%

减持

MSI MotorolaSolutionsInc

-$33.0K

1,128 -1%

减持

RPM RpmInternationalInc

-$32.0K

3,790 -1%

减持

PG Procter&Gamble

-$30.0K

39,853 -2%

增持

PANW PaloAltoNetworksInc

-$23.0K

29,794 +6%

减持

NVS NovartisAGADR

+$22.0K

2,600 -5%

增持

PEP PepsicoInc

-$19.0K

88,042 +1%

减持

— MedtronicInc

-$17.0K

7,390 -13%

减持

T AT&TInc

+$16.0K

14,895 -16%

减持

BAX BaxterInternationalInc

+$10.0K

6,579 -11%

减持

— LaboratoryCorpofAmericaHld

+$7.0K

24,968 -1%

增持

EA ElectronicArtsInc.

-$6.0K

59,117 +1%

增持

TXN TexasInstrumentsInc

+$2.0K

1,350 +5%

增持

QCOM QualcommInc

+$2.0K

98,814 +0%