Jacobs & Co 13F 持仓 · 2026年Q3
Jacobs & 在 2026年Q3（报告期截至 2026-09-30）的 SEC 13F 申报中报告了 132 只证券，申报市值合计 11.57 亿美元。前几大持仓：AAPL（6.88%）、NVDA（5.78%）、AMD（4.53%）。本季前 25 大持仓中：增持 4 只、减持 21 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc. | $79.7M | 6.88% | 239,202 | 增持 |
| 2 | NVDA | NVIDIA Corp | $66.9M | 5.78% | 293,140 | 减持 |
| 3 | AMD | Advanced Micro Devices | $52.4M | 4.53% | 85,715 | 减持 |
| 4 | MSFT | Microsoft Corp | $45.9M | 3.97% | 89,568 | 减持 |
| 5 | AMZN | Amazon Com Inc | $33.9M | 2.93% | 136,032 | 减持 |
| 6 | LLY | Eli Lilly | $33.5M | 2.90% | 28,975 | 减持 |
| 7 | META | Meta Platforms Inc A | $32.8M | 2.83% | 45,221 | 减持 |
| 8 | AMAT | Applied Materials Inc | $29.9M | 2.58% | 58,456 | 减持 |
| 9 | V | Visa Inc. Class A | $29.4M | 2.54% | 81,833 | 减持 |
| 10 | GOOG | Alphabet Inc C | $29.0M | 2.51% | 85,117 | 减持 |
| 11 | CRWD | CrowdStrike Holdings Inc A | $28.9M | 2.50% | 109,232 | 增持 |
| 12 | GOOGL | Alphabet Inc A | $27.9M | 2.41% | 81,217 | 减持 |
| 13 | CAT | Caterpillar | $24.7M | 2.14% | 30,494 | 减持 |
| 14 | COST | Costco Companies Inc. | $21.7M | 1.87% | 23,824 | 增持 |
| 15 | DE | Deere & Co | $20.4M | 1.76% | 30,388 | 减持 |
| 16 | PANW | Palo Alto Networks Inc | $19.6M | 1.70% | 49,433 | 减持 |
| 17 | AMGN | Amgen Incorporated | $17.4M | 1.50% | 41,199 | 减持 |
| 18 | UNP | Union Pacific Corp | $16.6M | 1.44% | 61,082 | 减持 |
| 19 | QCOM | Qualcomm Inc | $15.9M | 1.37% | 86,391 | 减持 |
| 20 | ABBV | AbbVie Inc | $15.8M | 1.36% | 60,388 | 减持 |
| 21 | CMI | Cummins Inc | $15.6M | 1.35% | 30,207 | 减持 |
| 22 | MRK | Merck | $15.0M | 1.29% | 102,942 | 减持 |
| 23 | SCHW | Charles Schwab Corp | $14.9M | 1.28% | 152,097 | 减持 |
| 24 | IBM | Intl Business Machines | $14.4M | 1.24% | 65,409 | 增持 |
| 25 | SBUX | Starbucks Corp | $14.0M | 1.21% | 149,293 | 减持 |
来源：SEC 13F 申报文件 · 截至 2026-09-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR