小隐寺数据中心

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

数据来源:SEC及其他第三方非公开数据库

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

26Q1 调仓2025-12-31 → 2026-03-31 · 共 102 项建仓 2增持 44减持 54清仓 2

方向

标的

Δ市值

现股数(环比)

增持

MSFT Microsoft Corp

-$9.2M

87,034 +2%

增持

LLY Eli Lilly

-$4.6M

30,781 +0%

减持

ADBE Adobe Systems

-$4.6M

33,110 -8%

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

AAPL Apple Inc.

-$4.5M

240,208 -0%

减持

QCOM Qualcomm Inc

-$4.3M

92,827 -2%

减持

AMAT Applied Materials Inc

+$4.0M

63,284 -8%

增持

META Meta Platforms Inc A

-$3.9M

45,964 +1%

减持

CAT Caterpillar

+$3.8M

33,976 -4%

建仓

WAT Waters Corp

+$3.8M

12,654

增持

V Visa Inc. Class A

-$3.7M

83,171 +1%

增持

NVDA NVIDIA Corp

-$3.6M

299,243 +0%

增持

IBM Intl Business Machines

-$3.2M

64,215 +1%

减持

COST Costco Companies Inc.

+$3.2M

23,711 -0%

增持

INTU Intuit Inc

-$3.1M

15,012 +4%

减持

DE Deere & Co

+$2.9M

31,024 -1%

增持

AMZN Amazon Com Inc

-$2.8M

140,264 +1%

减持

MKC Mc Cormick & Co Inc N-Vt

-$2.7M

88,481 -15%

增持

ADP Auto Data Processing

-$2.6M

52,272 +2%

减持

GOOGL Alphabet Inc A

-$2.6M

85,879 -1%

减持

GOOG Alphabet Inc C

-$2.5M

86,875 -1%

增持

AXP American Express Company

-$2.3M

34,326 +0%

减持

GLW Corning Inc

+$2.3M

46,748 -0%

减持

FDX Fedex Corporation

+$2.0M

41,525 -6%

增持

SNPS Synopsys Inc

-$1.9M

27,577 +1%

减持

BDX Becton Dickinson & Co

-$1.9M

10,704 -43%

减持

HON Honeywell International

+$1.9M

64,332 -1%

增持

NOW ServiceNow Inc

-$1.9M

69,911 +16%

增持

CRM Salesforce.Com

-$1.9M

43,910 +16%

增持

DIS Disney Walt Co.

-$1.8M

113,997 +1%

减持

JNJ Johnson & Johnson

+$1.7M

48,707 -1%

增持

ENB Enbridge Inc

+$1.6M

256,824 +0%

增持

CRWD CrowdStrike Holdings Inc A

+$1.6M

25,016 +44%

增持

NKE Nike Inc B

-$1.5M

168,963 +3%

增持

TMO Thermo Fisher Scientific

-$1.5M

17,248 +0%

增持

NFLX Netflix Inc

+$1.4M

149,700 +8%

减持

MRK Merck

+$1.4M

106,849 -2%

减持

FISV Fiserv Inc

-$1.4M

53,240 -18%

增持

BKNG Booking Holdings Inc

+$1.3M

2,223 +47%

增持

ABT Abbott Laboratories

-$1.3M

62,033 +2%

增持

PEP Pepsico Inc

+$1.1M

92,070 +0%

减持

AMD Advanced Micro Devices

-$1.1M

96,722 -1%

减持

BA Boeing

-$1.1M

54,003 -1%

减持

CVX Chevron Corp

+$1.1M

21,232 -1%

减持

ROK Rockwell Automation Inc

-$1.0M

27,217 -2%

增持

CMG Chipotle Mexican Grill Inc

-$988.0K

251,649 +3%

减持

EW Edwards Lifesciences Corp

-$915.0K

95,575 -5%

减持

AMGN Amgen Incorporated

+$908.0K

43,121 -1%

减持

HUBB Hubbell Inc Class B

+$901.0K

20,224 -0%

减持

EA Electronic Arts Inc.

-$893.0K

3,864 -53%

增持

DTEGY Deutsche Telekom AG ADR

+$850.0K

164,029 +3%

增持

UNP Union Pacific Corp

+$847.0K

63,081 +1%

增持

SBUX Starbucks Corp

+$844.0K

155,893 +0%

增持

SCHW Charles Schwab Corp

-$805.0K

159,083 +1%

减持

PG Procter & Gamble

-$777.0K

26,226 -18%

减持

PYPL PayPal Holdings Inc

-$776.0K

10,167 -52%

减持

WMT Walmart Inc

+$766.0K

71,946 -2%

增持

ZTS Zoetis Inc

-$730.0K

97,650 +0%

减持

ABNB Airbnb Inc A

-$717.0K

4,067 -55%

减持

CSX CSX Corp

-$604.0K

189,530 -18%

增持

— Exxon Mobil Corp

+$545.0K

10,633 +2%

增持

— Unilever Plc Amer Shs

-$541.0K

64,551 +0%

减持

— NXP Semiconductor N.V.

-$539.0K

26,432 -0%

增持

HD Home Depot Inc

-$530.0K

46,822 +1%

增持

— Laboratory Corp of America Hld

+$512.0K

24,117 +2%

减持

SYY Sysco Corp.

-$461.0K

118,676 -2%

减持

CMI Cummins Inc

+$457.0K

31,488 -2%

减持

CARR Carrier Global Corp

+$422.0K

162,051 -2%

减持

TSLA Tesla Motors Inc

-$414.0K

4,446 -3%

减持

PFE Pfizer Inc

-$378.0K

124,429 -20%

增持

SNA Snap On Tools

+$275.0K

14,692 +0%

减持

— Pentair Ltd Com

-$266.0K

8,338 -12%

建仓

BMY Bristol-Myers Squibb Co

+$217.0K

3,580

清仓

BLK BlackrockInc

-$211.0K

0 -100%

减持

MDLZ Mondelez Intl Inc Cl A

+$209.0K

69,162 -1%

减持

YUM Yum Brands

+$204.0K

55,643 -0%

清仓

IDXX IdexxLabsInc

-$202.0K

0 -100%

增持

BRK/B Berkshire Hathaway Cl B

-$186.0K

11,172 +1%

减持

MCD Mc Donalds Corp

+$163.0K

41,522 -0%

减持

ADSK Autodesk

-$160.0K

2,036 -7%

增持

PANW Palo Alto Networks Inc

-$154.0K

50,911 +13%

减持

TGT Target Corporation

+$140.0K

7,223 -4%

增持

VZ Verizon Communications Inc

+$125.0K

11,698 +3%

增持

AMT American Tower Corp Class A

+$121.0K

37,254 +4%

减持

KVUE Kenvue Inc

-$118.0K

176,908 -4%

减持

EMR Emerson Electric Co

-$115.0K

20,775 -3%

减持

ANET Arista Networks Inc

-$108.0K

5,213 -9%

增持

RTX RTX Corp

+$104.0K

10,329 +0%

增持

ABBV AbbVie Inc

-$80.0K

61,196 +4%

增持

PLTR Palantir Technologies Inc A

-$74.0K

2,397 +0%

减持

SNY Sanofi Aventis

-$74.0K

4,305 -26%

减持

SOLS Solstice Advanced Materials In

+$69.0K

4,117 -18%

减持

GILD Gilead Sciences Inc

+$66.0K

4,229 -1%

增持

UBER Uber Technologies Inc

-$65.0K

128,063 +13%

减持

UPS United Parcel Service B

-$50.0K

2,727 -15%

增持

JPM JPMorgan Chase & Co

-$49.0K

2,431 +2%

减持

WTS Watts Water Tech Inc A

-$35.0K

12,243 -6%

减持

REGN Regeneron Pharms Inc

-$30.0K

10,277 -0%

增持

TXN Texas Instruments Inc

+$29.0K

1,369 +0%

减持

NVS Novartis AG ADR

+$26.0K

2,520 -3%

减持

KO Coca Cola Company

-$18.0K

46,778 -9%

增持

SCHB Schwab US Broad Market

-$10.0K

16,772 +2%

减持

CSCO Cisco Systems

-$5.0K

77,543 -1%