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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
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 115 项
建仓 10
增持 30
减持 66
清仓 9
方向
标的
Δ市值
现股数(环比)
减持
NVDA
NVIDIA Corp
+$15.0M
319,961
-2%
减持
MSFT
Microsoft Corp
+$9.8M
87,969
-3%
建仓
CARR
Carrier Global Corp
+$9.7M
133,199
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。
建仓
CRM
Salesforce.Com
+$9.0M
32,934
减持
UPS
United Parcel Service B
-$8.5M
5,387
-93%
减持
META
Meta Platforms Inc A
+$7.1M
47,306
-2%
增持
AMD
Advanced Micro Devices
+$4.3M
102,078
+3%
减持
AMZN
Amazon Com Inc
+$4.1M
140,770
-0%
增持
AMAT
Applied Materials Inc
+$3.0M
73,126
+2%
减持
DIS
Disney Walt Co.
+$2.8M
115,471
-1%
增持
INTU
Intuit Inc
+$2.5M
14,441
+0%
减持
IBM
Intl Business Machines
+$2.5M
63,824
-3%
减持
CRWD
CrowdStrike Holdings Inc A
+$2.4M
17,411
-5%
增持
GOOGL
Alphabet Inc A
+$2.3M
95,634
+2%
增持
SNPS
Synopsys Inc
+$2.3M
24,179
+3%
减持
BDX
Becton Dickinson & Co
-$2.3M
24,920
-13%
增持
AAPL
Apple Inc.
-$2.3M
254,468
+4%
增持
CAT
Caterpillar
+$2.3M
38,862
+0%
减持
BA
Boeing
+$2.2M
58,131
-1%
减持
STZ
Constellation Brands Inc A
-$2.2M
24,578
-27%
减持
NOW
ServiceNow Inc
+$2.1M
9,425
-1%
减持
MKC
Mc Cormick & Co Inc N-Vt
-$2.1M
131,960
-10%
减持
ROK
Rockwell Automation Inc
+$2.0M
30,392
-3%
减持
GOOG
Alphabet Inc C
+$1.8M
91,920
-1%
增持
AXP
American Express Company
+$1.8M
35,614
+0%
减持
SCHW
Charles Schwab Corp
+$1.8M
162,899
-3%
增持
ORCL
Oracle Corporation
+$1.6M
12,379
+57%
增持
CMG
Chipotle Mexican Grill Inc
+$1.5M
154,711
+9%
减持
HUBB
Hubbell Inc Class B
+$1.5M
21,060
-2%
减持
BKNG
Booking Holdings Inc
+$1.5M
1,479
-3%
减持
MRK
Merck
-$1.5M
111,007
-3%
增持
AMGN
Amgen Incorporated
-$1.4M
43,981
+0%
增持
PEP
Pepsico Inc
-$1.3M
89,791
+2%
减持
SBUX
Starbucks Corp
-$1.3M
161,034
-2%
增持
PANW
Palo Alto Networks Inc
+$1.3M
31,029
+4%
减持
HON
Honeywell International
+$1.3M
62,484
-0%
减持
CSX
CSX Corp
+$1.2M
406,338
-0%
增持
ABBV
AbbVie Inc
-$1.2M
61,639
+2%
减持
NKE
Nike Inc B
+$1.2M
159,138
-0%
减持
PFE
Pfizer Inc
-$1.1M
192,581
-16%
减持
JNJ
Johnson & Johnson
-$1.0M
52,120
-4%
减持
TGT
Target Corporation
-$1.0M
9,011
-51%
减持
BRK/B
Berkshire Hathaway Cl B
-$974.0K
11,365
-7%
增持
REGN
Regeneron Pharms Inc
-$970.0K
10,294
+2%
增持
—
NXP Semiconductor N.V.
+$886.0K
25,730
+3%
增持
LLY
Eli Lilly
-$765.0K
30,605
+3%
增持
MCD
Mc Donalds Corp
-$759.0K
42,787
+1%
减持
DTEGY
Deutsche Telekom AG ADR
-$702.0K
164,764
-9%
减持
PG
Procter & Gamble
-$683.0K
38,343
-4%
减持
EA
Electronic Arts Inc.
+$665.0K
57,662
-2%
清仓
—
MedtronicInc
-$664.0K
0
-100%
减持
MDLZ
Mondelez Intl Inc Cl A
-$647.0K
110,106
-7%
减持
—
Laboratory Corp of America Hld
+$634.0K
24,552
-2%
增持
ZTS
Zoetis Inc
-$632.0K
97,926
+1%
减持
YUM
Yum Brands
-$632.0K
56,726
-1%
减持
DE
Deere & Co
+$630.0K
30,982
-4%
建仓
ANET
Arista Networks Inc
+$627.0K
6,130
减持
KVUE
Kenvue Inc
-$611.0K
193,032
-0%
增持
CMI
Cummins Inc
+$587.0K
34,843
+1%
减持
WMT
Walmart Inc
+$586.0K
75,970
-3%
增持
TMO
Thermo Fisher Scientific
-$573.0K
17,507
+14%
减持
ZBH
Zimmer Biomet Hldgs Inc
-$560.0K
4,879
-45%
减持
CVX
Chevron Corp
-$556.0K
22,234
-1%
减持
WTS
Watts Water Tech Inc A
+$546.0K
13,813
-1%
增持
FDX
Fedex Corporation
-$533.0K
48,000
+2%
减持
QCOM
Qualcomm Inc
+$513.0K
98,526
-0%
减持
ADP
Auto Data Processing
-$502.0K
51,674
-4%
清仓
—
AristaNetworksInc
-$476.0K
0
-100%
减持
EMR
Emerson Electric Co
+$473.0K
21,375
-1%
增持
HD
Home Depot Inc
+$389.0K
45,220
+2%
减持
COST
Costco Companies Inc.
+$387.0K
25,120
-3%
减持
KO
Coca Cola Company
-$374.0K
63,005
-7%
增持
UNP
Union Pacific Corp
-$345.0K
60,102
+0%
建仓
SHOP
Shopify Inc A
+$285.0K
2,478
建仓
NFLX
Netflix Inc
+$269.0K
201
清仓
BMY
Bristol-MyersSquibbCo
-$256.0K
0
-100%
减持
—
Exxon Mobil Corp
-$242.0K
10,454
-9%
清仓
AFL
AFLACInc
-$230.0K
0
-100%
建仓
VONG
Vanguard Russell 1000 Growth
+$229.0K
2,100
清仓
BAX
BaxterInternationalInc
-$225.0K
0
-100%
清仓
UNH
UnitedhealthGroupInc
-$224.0K
0
-100%
减持
—
Unilever Plc Amer Shs
-$224.0K
84,353
-7%
清仓
SLB
Schlumberger
-$219.0K
0
-100%
减持
TSLA
Tesla Motors Inc
-$215.0K
5,007
-28%
减持
ABT
Abbott Laboratories
-$214.0K
60,002
-5%
清仓
PCG
PG&ECorporation
-$210.0K
0
-100%
建仓
MDY
SPDR S&P MidCap 400
+$209.0K
370
减持
CSCO
Cisco Systems
+$206.0K
82,356
-8%
清仓
HPQ
HPInc
-$205.0K
0
-100%
建仓
IVV
iShares Core S&P 500
+$204.0K
329
建仓
SYK
Stryker Corp
+$203.0K
515
建仓
IJR
Ishares Tr S&P Smallcap
+$200.0K
1,836
增持
ADBE
Adobe Systems
+$181.0K
38,262
+0%
减持
EW
Edwards Lifesciences Corp
+$152.0K
118,312
-6%
减持
—
Pentair Ltd Com
+$151.0K
10,416
-1%
增持
AMT
American Tower Corp Class A
+$133.0K
35,248
+0%
减持
RTX
RTX Corp
+$132.0K
10,299
-1%
减持
ABNB
Airbnb Inc A
-$122.0K
9,086
-18%
增持
FISV
Fiserv Inc
-$115.0K
53,993
+27%
增持
ADSK
Autodesk
+$114.0K
2,260
+1%
减持
—
nVent Electric PLC
+$104.0K
5,012
-0%
减持
V
Visa Inc. Class A
-$93.0K
82,359
-2%
减持
VZ
Verizon Communications Inc
-$79.0K
14,598
-7%
减持
PLTR
Palantir Technologies Inc A
+$75.0K
9,443
-34%
减持
ENB
Enbridge Inc
-$67.0K
260,441
-3%
减持
MAS
Masco Corp
-$64.0K
3,110
-18%
减持
GILD
Gilead Sciences Inc
-$40.0K
4,575
-6%
增持
TXN
Texas Instruments Inc
+$39.0K
1,354
+0%
增持
ORLY
O Reilly Automotive Inc
-$36.0K
6,600
+1400%
减持
MSI
Motorola Solutions Inc
-$30.0K
1,103
-2%
减持
BUD
Anheuser Busch
+$28.0K
5,233
-3%
减持
INTC
Intel Corp
-$21.0K
52,208
-0%
减持
SYY
Sysco Corp.
+$18.0K
128,831
-1%
减持
PYPL
PayPal Holdings Inc
+$7.0K
26,156
-12%
减持
T
AT&T Inc
+$5.0K
14,750
-1%
