Jacobs Equity LLC 13F 持仓 · 2026年Q2
Jacobs Equity 在 2026年Q2(报告期截至 2026-06-30)的 SEC 13F 申报中报告了 121 只证券,申报市值合计 1.45 亿美元。前几大持仓:VGK(7.61%)、SCHX(5.40%)、JPM(5.26%)。本季前 25 大持仓中:增持 19 只、减持 6 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | VGK | VANGUARD INTL EQUITY INDEX F | $11.0M | 7.61% | 124,470 | 增持 |
| 2 | SCHX | SCHWAB STRATEGIC TR | $7.8M | 5.40% | 265,723 | 增持 |
| 3 | JPM | JPMORGAN CHASE & CO | $7.6M | 5.26% | 23,273 | 增持 |
| 4 | VPL | VANGUARD INTL EQUITY INDEX F | $5.9M | 4.08% | 51,042 | 减持 |
| 5 | FTEC | FIDELITY COVINGTON TRUST | $5.3M | 3.64% | 18,443 | 减持 |
| 6 | XLK | SELECT SECTOR SPDR TR | $4.8M | 3.28% | 24,936 | 增持 |
| 7 | SCHE | SCHWAB STRATEGIC TR | $4.5M | 3.11% | 124,291 | 增持 |
| 8 | SCHM | SCHWAB STRATEGIC TR | $3.8M | 2.64% | 103,557 | 增持 |
| 9 | SCHC | SCHWAB STRATEGIC TR | $3.6M | 2.51% | 75,548 | 增持 |
| 10 | SCHA | SCHWAB STRATEGIC TR | $2.6M | 1.82% | 72,854 | 增持 |
| 11 | GOOGL | ALPHABET INC | $2.5M | 1.72% | 6,969 | 增持 |
| 12 | VGT | VANGUARD WORLD FD | $2.4M | 1.69% | 20,487 | 增持 |
| 13 | FNCL | FIDELITY COVINGTON TRUST | $2.4M | 1.64% | 30,916 | 增持 |
| 14 | VWO | VANGUARD INTL EQUITY INDEX F | $2.4M | 1.64% | 39,867 | 增持 |
| 15 | VOE | VANGUARD INDEX FDS | $2.2M | 1.54% | 11,287 | 增持 |
| 16 | VBR | VANGUARD INDEX FDS | $2.1M | 1.44% | 8,597 | 减持 |
| 17 | VOT | VANGUARD INDEX FDS | $2.0M | 1.40% | 6,604 | 增持 |
| 18 | FHLC | FIDELITY COVINGTON TRUST | $2.0M | 1.38% | 25,775 | 增持 |
| 19 | VBK | VANGUARD INDEX FDS | $2.0M | 1.38% | 5,467 | 减持 |
| 20 | FDIS | FIDELITY COVINGTON TRUST | $2.0M | 1.37% | 19,322 | 增持 |
| 21 | IEUR | ISHARES TR | $1.9M | 1.33% | 25,605 | 减持 |
| 22 | XLF | SELECT SECTOR SPDR TR | $1.9M | 1.32% | 35,531 | 增持 |
| 23 | NVDA | NVIDIA CORPORATION | $1.7M | 1.20% | 8,650 | 增持 |
| 24 | VSS | VANGUARD INTL EQUITY INDEX F | $1.7M | 1.16% | 10,900 | 减持 |
| 25 | FIDU | FIDELITY COVINGTON TRUST | $1.6M | 1.13% | 16,459 | 增持 |
来源:SEC 13F 申报文件 · 截至 2026-06-30
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