小隐寺数据中心
概览
新闻
情绪
Reddit 热门
散户社区提及与热度榜
机构
机构目录
全部机构
机构持仓
机构真实持仓
事件
新股 IPO
定价、上市与申报追踪
内部人买卖
高管与董事交易
重大事件
并购/高管/退市等重大报告
举牌
主动或被动披露
财务
季报
10-Q 季度财报申报流
年报
10-K 年度财报申报流
公司
公司目录
上市公司高管与档案
势力阵营
即将上线
校友与资本关系图谱
人物
明星投资人
知名基金经理与持仓动向
政客交易
国会议员持仓披露
API
小隐寺主站
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
25Q4 调仓
2025-09-30 → 2025-12-31 · 共 108 项
建仓 7
增持 23
减持 71
清仓 7
方向
标的
Δ市值
现股数(环比)
增持
NFLX
NetflixInc
+$12.7M
138,454
+68783%
建仓
UBER
UberTechnologiesInc
+$9.3M
113,535
减持
EA
ElectronicArtsInc.
-$9.3M
8,225
-85%
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
LLY
EliLilly
+$9.0M
30,641
-2%
减持
CSX
CSXCorp
-$6.0M
231,307
-43%
减持
GOOG
AlphabetIncC
+$5.5M
87,533
-3%
减持
GOOGL
AlphabetIncA
+$4.7M
87,087
-6%
减持
AMD
AdvancedMicroDevices
+$4.6M
97,229
-3%
增持
FISV
FiservInc
-$3.9M
64,591
+1%
减持
META
MetaPlatformsIncA
-$3.8M
45,697
-1%
减持
MSFT
MicrosoftCorp
-$3.5M
85,648
-1%
减持
AMAT
AppliedMaterialsInc
+$2.7M
68,422
-6%
减持
MDLZ
MondelezIntlIncClA
-$2.7M
70,170
-32%
减持
COST
CostcoCompaniesInc.
-$2.6M
23,723
-5%
减持
MRK
Merck
+$2.3M
109,069
-0%
增持
HD
HomeDepotInc
-$2.3M
46,293
+3%
增持
REGN
RegeneronPharmsInc
+$2.3M
10,326
+2%
减持
ZTS
ZoetisInc
-$2.2M
97,547
-2%
减持
CAT
Caterpillar
+$2.2M
35,351
-6%
减持
CMI
CumminsInc
+$2.1M
32,294
-5%
减持
NVDA
NVIDIACorp
-$2.1M
298,975
-4%
增持
CMG
ChipotleMexicanGrillInc
+$1.8M
244,419
+32%
增持
ADP
AutoDataProcessing
-$1.8M
51,286
+1%
减持
AAPL
AppleInc.
+$1.7M
240,735
-4%
减持
AMGN
AmgenIncorporated
+$1.5M
43,579
-3%
减持
SYY
SyscoCorp.
-$1.5M
121,133
-5%
减持
AMZN
AmazonComInc
+$1.5M
138,897
-0%
减持
TMO
ThermoFisherScientific
+$1.4M
17,235
-3%
减持
FDX
FedexCorporation
+$1.4M
44,383
-9%
减持
MKC
McCormick&CoIncN-Vt
-$1.3M
104,516
-17%
增持
CRM
Salesforce.Com
+$1.3M
37,978
+3%
减持
ORCL
OracleCorporation
-$1.2M
11,902
-4%
减持
PG
Procter&Gamble
-$1.1M
31,861
-13%
减持
BDX
BectonDickinson&Co
-$1.0M
18,649
-25%
减持
—
LaboratoryCorpofAmericaHld
-$1.0M
23,606
-2%
减持
AXP
AmericanExpressCompany
+$1.0M
34,203
-2%
减持
KVUE
KenvueInc
-$949.0K
183,638
-28%
减持
ENB
EnbridgeInc
-$919.0K
256,686
-2%
减持
IBM
IntlBusinessMachines
+$859.0K
63,388
-0%
增持
NKE
NikeIncB
-$830.0K
164,289
+1%
清仓
—
Arista Networks Inc
-$828.0K
0
-100%
减持
PFE
PfizerInc
-$806.0K
155,500
-15%
增持
HON
HoneywellInternational
-$772.0K
64,665
+2%
减持
V
VisaInc.ClassA
+$768.0K
82,360
-0%
增持
SNPS
SynopsysInc
+$754.0K
27,411
+12%
建仓
ANET
AristaNetworksInc
+$748.0K
5,713
减持
BA
Boeing
-$725.0K
54,706
-6%
减持
—
UnileverPlcAmerShs
-$667.0K
64,509
-22%
减持
JNJ
Johnson&Johnson
+$631.0K
49,318
-4%
减持
SBUX
StarbucksCorp
-$616.0K
155,835
-4%
减持
PLTR
PalantirTechnologiesIncA
-$568.0K
2,387
-56%
增持
AMT
AmericanTowerCorpClassA
-$561.0K
35,933
+1%
减持
SCHW
CharlesSchwabCorp
+$549.0K
157,701
-1%
减持
CRWD
CrowdStrikeHoldingsIncA
-$538.0K
17,413
-2%
减持
ABBV
AbbVieInc
-$526.0K
58,602
-2%
增持
DE
Deere&Co
+$519.0K
31,307
+2%
增持
PANW
PaloAltoNetworksInc
-$504.0K
45,149
+4%
减持
ROK
RockwellAutomationInc
+$502.0K
27,674
-6%
减持
CSCO
CiscoSystems
+$502.0K
78,174
-3%
增持
ABT
AbbottLaboratories
-$494.0K
60,990
+0%
增持
SNA
SnapOnTools
+$480.0K
14,687
+11%
减持
WMT
WalmartInc
+$425.0K
73,380
-2%
清仓
ZBH
Zimmer Biomet Hldgs Inc
-$394.0K
0
-100%
减持
PYPL
PayPalHoldingsInc
-$380.0K
21,156
-12%
增持
NOW
ServiceNowInc
-$376.0K
60,245
+477%
减持
DTEGY
DeutscheTelekomAGADR
-$323.0K
160,009
-2%
清仓
BUD
Anheuser Busch
-$270.0K
0
-100%
减持
YUM
YumBrands
-$253.0K
55,842
-2%
减持
DIS
DisneyWaltCo.
-$250.0K
112,810
-1%
增持
INTU
IntuitInc
-$245.0K
14,424
+1%
减持
KO
CocaColaCompany
-$244.0K
51,138
-11%
建仓
SOLS
SolsticeAdvancedMaterialsIn
+$244.0K
5,030
清仓
—
Blackrock Inc
-$230.0K
0
-100%
建仓
NYT
NewYorkTimesClassA
+$229.0K
3,300
清仓
MAS
Masco Corp
-$218.0K
0
-100%
建仓
BLK
BlackrockInc
+$211.0K
198
建仓
MCK
McKessonHBOCInc
+$205.0K
250
清仓
HPQ
HP Inc
-$203.0K
0
-100%
建仓
IDXX
IdexxLabsInc
+$202.0K
300
清仓
ITOT
iShares Core S&P Total US Stoc
-$202.0K
0
-100%
减持
EW
EdwardsLifesciencesCorp
-$193.0K
100,515
-11%
减持
WTS
WattsWaterTechIncA
-$190.0K
13,003
-4%
减持
VZ
VerizonCommunicationsInc
-$175.0K
11,348
-22%
减持
BRK/B
BerkshireHathawayClB
-$159.0K
11,020
-3%
减持
PEP
PepsicoInc
-$150.0K
91,627
-3%
减持
INTC
IntelCorp
+$147.0K
50,908
-1%
减持
MCD
McDonaldsCorp
-$134.0K
41,688
-2%
增持
BKNG
BookingHoldingsInc
+$133.0K
1,508
+3%
增持
UNP
UnionPacificCorp
-$127.0K
62,499
+1%
减持
HUBB
HubbellIncClassB
-$120.0K
20,319
-4%
减持
CVX
ChevronCorp
-$107.0K
21,424
-1%
减持
—
PentairLtdCom
-$104.0K
9,526
-4%
减持
T
AT&TInc
-$98.0K
12,575
-14%
减持
ADSK
Autodesk
-$63.0K
2,186
-2%
减持
RPM
RpmInternationalInc
-$55.0K
3,760
-1%
减持
GLW
CorningInc
+$53.0K
46,883
-5%
减持
QCOM
QualcommInc
+$27.0K
94,859
-3%
减持
SNY
SanofiAventis
-$27.0K
5,815
-11%
减持
UPS
UnitedParcelServiceB
+$21.0K
3,212
-10%
减持
GILD
GileadSciencesInc
+$18.0K
4,262
-6%
增持
ADBE
AdobeSystems
-$17.0K
36,103
+1%
增持
TXN
TexasInstrumentsInc
-$13.0K
1,365
+0%
减持
TGT
TargetCorporation
-$10.0K
7,523
-9%
增持
CARR
CarrierGlobalCorp
-$8.0K
164,706
+13%
减持
TSLA
TeslaMotorsInc
+$8.0K
4,596
-1%
减持
PM
PhilipMorrisInt'lInc
-$3.0K
1,425
-0%
增持
CL
Colgate-PalmoliveCo
-$2.0K
7,498
+1%
减持
JPM
JPMorganChase&Co
+$0
2,374
-2%
