Jacobs & Co
- SEC CIK
- 0001055544
- 最新申報
- 2026/7/8
2021 年第 1 季到 2021 年第 2 季的持倉變化
只比多頭部位，依股數判斷新進、加碼、減碼與清倉。可以換成這家機構任兩季比較。
- 新進
- 10 檔
- 估計 +$2,234 萬
- 加碼
- 26 檔
- 估計 +$651.1 萬
- 減碼
- 67 檔
- 估計 −$2,364 萬
- 清倉
- 6 檔
- 估計 −$1,909 萬
總值從 $8.18 億變成 $8.66 億（+$4,754 萬 (+5.8%)），持股從 119 檔變成 123 檔（+4）。
2021 年第 2 季全部持倉2021 年第 1 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 2 季，下面灰字是 2021 年第 1 季。兩季之間拆股的股票，2021 年第 1 季的股數先依拆股比例換算再比較。
| 證券 | 動作 | 股數 | 股數變化 | 市值 | 估計買賣 | 佔組合 % | 比重變化（百分點） |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | 減碼歷史 | 305,657315,763 | −10,106−3.2% | $4,186 萬$3,857 萬 | −$138.4 萬 | 4.8%4.7% | +0.12 |
| MSFTMicrosoft Corp | 減碼歷史 | 107,050110,860 | −3,810−3.4% | $2,900 萬$2,614 萬 | −$103.2 萬 | 3.3%3.2% | +0.16 |
| AMZNAmazon Com Inc | 減碼歷史 | 7,8478,067 | −220−2.7% | $2,699 萬$2,496 萬 | −$75.7 萬 | 3.1%3.1% | +0.07 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 85,50690,101 | −4,595−5.1% | $2,492 萬$2,188 萬 | −$133.9 萬 | 2.9%2.7% | +0.20 |
| VVisa Inc. | 減碼歷史 | 97,837101,116 | −3,279−3.2% | $2,288 萬$2,141 萬 | −$76.7 萬 | 2.6%2.6% | +0.03 |
| METAMeta Platforms, Inc. | 減碼歷史 | 63,48865,871 | −2,383−3.6% | $2,208 萬$1,940 萬 | −$82.9 萬 | 2.5%2.4% | +0.18 |
| ADBEAdobe Inc. | 減碼歷史 | 35,41136,750 | −1,339−3.6% | $2,074 萬$1,747 萬 | −$78.4 萬 | 2.4%2.1% | +0.26 |
| NKENIKE, Inc. | 加碼歷史 | 124,413122,156 | +2,257+1.8% | $1,922 萬$1,623 萬 | +$34.9 萬 | 2.2%2.0% | +0.24 |
| GOOGAlphabet Inc. | 減碼歷史 | 7,3227,755 | −433−5.6% | $1,835 萬$1,604 萬 | −$108.5 萬 | 2.1%2.0% | +0.16 |
| INTCIntel Corp | 加碼歷史 | 317,946310,545 | +7,401+2.4% | $1,785 萬$1,987 萬 | +$41.5 萬 | 2.1%2.4% | −0.37 |
| ZTSZoetis Inc. | 減碼歷史 | 91,47694,780 | −3,304−3.5% | $1,705 萬$1,493 萬 | −$61.6 萬 | 2.0%1.8% | +0.14 |
| SBUXStarbucks Corp | 減碼歷史 | 152,166156,709 | −4,543−2.9% | $1,701 萬$1,712 萬 | −$50.8 萬 | 2.0%2.1% | −0.13 |
| UPSUnited Parcel Service Inc | 減碼歷史 | 79,89782,092 | −2,195−2.7% | $1,662 萬$1,395 萬 | −$45.6 萬 | 1.9%1.7% | +0.21 |
| DISWalt Disney Co | 加碼歷史 | 91,30991,016 | +293+0.3% | $1,605 萬$1,679 萬 | +$5.15 萬 | 1.9%2.1% | −0.20 |
| QCOMQualcomm Inc | 減碼歷史 | 105,086106,380 | −1,294−1.2% | $1,502 萬$1,410 萬 | −$18.5 萬 | 1.7%1.7% | +0.01 |
| COSTCostco Wholesale Corp | 減碼歷史 | 37,87039,110 | −1,240−3.2% | $1,498 萬$1,379 萬 | −$49.1 萬 | 1.7%1.7% | +0.05 |
| HDHome Depot, Inc. | 減碼歷史 | 46,89948,780 | −1,881−3.9% | $1,496 萬$1,489 萬 | −$60.0 萬 | 1.7%1.8% | −0.09 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 258,349262,541 | −4,192−1.6% | $1,369 萬$1,358 萬 | −$22.2 萬 | 1.6%1.7% | −0.08 |
| Boeing Co970203105 | 新進– | 55,5950 | +55,595 | $1,332 萬$0 | +$1,332 萬 | 1.5%0.0% | +1.54 |
| PEPPepsiCo Inc | 減碼歷史 | 89,35492,861 | −3,507−3.8% | $1,324 萬$1,314 萬 | −$52.0 萬 | 1.5%1.6% | −0.08 |
| AMATApplied Materials Inc | 減碼歷史 | 89,25194,390 | −5,139−5.4% | $1,271 萬$1,261 萬 | −$73.2 萬 | 1.5%1.5% | −0.07 |
| UNPUnion Pacific Corp | 減碼歷史 | 57,73259,505 | −1,773−3.0% | $1,270 萬$1,312 萬 | −$39.0 萬 | 1.5%1.6% | −0.14 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 63,58665,595 | −2,009−3.1% | $1,263 萬$1,236 萬 | −$39.9 萬 | 1.5%1.5% | −0.05 |
| BDXBecton Dickinson & Co | 加碼歷史 | 50,32348,239 | +2,084+4.3% | $1,224 萬$1,173 萬 | +$50.7 萬 | 1.4%1.4% | −0.02 |
| PFEPfizer Inc | 加碼歷史 | 307,852301,418 | +6,434+2.1% | $1,206 萬$1,092 萬 | +$25.2 萬 | 1.4%1.3% | +0.06 |
| SCHWSchwab Charles Corp | 減碼歷史 | 157,699167,106 | −9,407−5.6% | $1,148 萬$1,089 萬 | −$68.5 萬 | 1.3%1.3% | 0.00 |
| CSXCSX Corp | 減碼依 3 比 1 拆股換算歷史 | 354,299381,681 | −27,382−7.2% | $1,137 萬$1,227 萬 | −$87.8 萬 | 1.3%1.5% | −0.19 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 109,128113,538 | −4,410−3.9% | $1,130 萬$949.6 萬 | −$45.7 萬 | 1.3%1.2% | +0.14 |
| HONHoneywell International Inc | 減碼歷史 | 51,41253,455 | −2,043−3.8% | $1,128 萬$1,160 萬 | −$44.8 萬 | 1.3%1.4% | −0.12 |
| ENBEnbridge Inc | 減碼歷史 | 267,352275,643 | −8,291−3.0% | $1,070 萬$1,003 萬 | −$33.2 萬 | 1.2%1.2% | +0.01 |
| MMM3M Co | 加碼歷史 | 53,14352,893 | +250+0.5% | $1,056 萬$1,019 萬 | +$4.97 萬 | 1.2%1.2% | −0.03 |
| FDXFedEx Corp | 減碼歷史 | 35,34236,411 | −1,069−2.9% | $1,054 萬$1,034 萬 | −$31.9 萬 | 1.2%1.3% | −0.05 |
| VZVerizon Communications Inc | 加碼歷史 | 184,010175,501 | +8,509+4.8% | $1,031 萬$1,021 萬 | +$47.7 萬 | 1.2%1.2% | −0.06 |
| TAT&T Inc. | 加碼歷史 | 354,285337,598 | +16,687+4.9% | $1,020 萬$1,022 萬 | +$48.0 萬 | 1.2%1.2% | −0.07 |
| MRKMerck & Co., Inc. | 加碼歷史 | 128,874113,257 | +15,617+13.8% | $1,002 萬$873.1 萬 | +$121.4 萬 | 1.2%1.1% | +0.09 |
| AMGNAmgen Inc | 加碼歷史 | 40,95838,904 | +2,054+5.3% | $998.3 萬$967.9 萬 | +$50.1 萬 | 1.2%1.2% | −0.03 |
| JNJJohnson & Johnson | 減碼歷史 | 58,54760,166 | −1,619−2.7% | $964.5 萬$988.8 萬 | −$26.7 萬 | 1.1%1.2% | −0.09 |
| IBMInternational Business Machines Corp | 加碼歷史 | 64,98964,105 | +884+1.4% | $952.6 萬$854.2 萬 | +$13.0 萬 | 1.1%1.0% | +0.06 |
| MCDMcDonalds Corp | 減碼歷史 | 40,66842,150 | −1,482−3.5% | $939.3 萬$944.7 萬 | −$34.2 萬 | 1.1%1.2% | −0.07 |
| ABTAbbott Laboratories | 減碼歷史 | 78,56081,975 | −3,415−4.2% | $910.7 萬$982.3 萬 | −$39.6 萬 | 1.1%1.2% | −0.15 |
| GOOGLAlphabet Inc. | 減碼歷史 | 3,6503,688 | −38−1.0% | $891.2 萬$760.6 萬 | −$9.28 萬 | 1.0%0.9% | +0.10 |
| CATCaterpillar Inc | 減碼歷史 | 40,41640,691 | −275−0.7% | $879.5 萬$943.5 萬 | −$5.98 萬 | 1.0%1.2% | −0.14 |
| KOCoca Cola Co | 減碼歷史 | 161,727167,548 | −5,821−3.5% | $875.1 萬$883.1 萬 | −$31.5 萬 | 1.0%1.1% | −0.07 |
| GLWCorning Inc | 加碼歷史 | 207,113202,493 | +4,620+2.3% | $847.0 萬$881.0 萬 | +$18.9 萬 | 1.0%1.1% | −0.10 |
| DEDeere & Co | 減碼歷史 | 23,98425,975 | −1,991−7.7% | $845.9 萬$971.8 萬 | −$70.2 萬 | 1.0%1.2% | −0.21 |
| SYYSysco Corp | 減碼歷史 | 106,110110,180 | −4,070−3.7% | $825.0 萬$867.5 萬 | −$31.6 萬 | 1.0%1.1% | −0.11 |
| STZConstellation Brands, Inc. | 減碼歷史 | 34,58435,579 | −995−2.8% | $808.8 萬$811.2 萬 | −$23.3 萬 | 0.9%1.0% | −0.06 |
| ABBVAbbVie Inc. | 減碼歷史 | 70,48972,469 | −1,980−2.7% | $793.9 萬$784.2 萬 | −$22.3 萬 | 0.9%1.0% | −0.04 |
| NVDANVIDIA Corp | 減碼歷史 | 9,66711,047 | −1,380−12.5% | $773.4 萬$589.8 萬 | −$110.4 萬 | 0.9%0.7% | +0.17 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 111,885111,841 | +440.0% | $747.6 萬$706.0 萬 | +$2,940.02 | 0.9%0.9% | 0.00 |
| GSKGSK plc | 加碼歷史 | 186,003179,666 | +6,337+3.5% | $740.6 萬$641.2 萬 | +$25.2 萬 | 0.9%0.8% | +0.07 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 26,82527,215 | −390−1.4% | $739.9 萬$694.0 萬 | −$10.8 萬 | 0.9%0.8% | +0.01 |
| MKCMcCormick & Co Inc | 加碼歷史 | 83,72883,142 | +586+0.7% | $739.4 萬$741.2 萬 | +$5.17 萬 | 0.9%0.9% | −0.05 |
| EBAYeBay Inc | 加碼歷史 | 104,636102,187 | +2,449+2.4% | $734.6 萬$625.7 萬 | +$17.2 萬 | 0.8%0.8% | +0.08 |
| YUMYum Brands Inc | 減碼歷史 | 62,58164,953 | −2,372−3.7% | $719.8 萬$702.6 萬 | −$27.3 萬 | 0.8%0.9% | −0.03 |
| LLYEli Lilly & Co | 減碼歷史 | 29,96731,125 | −1,158−3.7% | $687.8 萬$581.4 萬 | −$26.6 萬 | 0.8%0.7% | +0.08 |
| REGNRegeneron Pharmaceuticals, Inc. | 加碼歷史 | 12,18012,035 | +145+1.2% | $680.3 萬$569.4 萬 | +$8.10 萬 | 0.8%0.7% | +0.09 |
| EAElectronic Arts Inc. | 減碼歷史 | 47,29747,535 | −238−0.5% | $680.2 萬$643.4 萬 | −$3.42 萬 | 0.8%0.8% | 0.00 |
| AXPAmerican Express Co | 減碼歷史 | 39,32240,682 | −1,360−3.3% | $649.7 萬$575.4 萬 | −$22.5 萬 | 0.8%0.7% | +0.05 |
| CMICummins Inc | 減碼歷史 | 26,46627,485 | −1,019−3.7% | $645.2 萬$712.1 萬 | −$24.8 萬 | 0.7%0.9% | −0.13 |
| PGProcter & Gamble Co | 減碼歷史 | 43,05444,841 | −1,787−4.0% | $580.9 萬$607.2 萬 | −$24.1 萬 | 0.7%0.7% | −0.07 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 74,55673,416 | +1,140+1.6% | $536.8 萬$461.4 萬 | +$8.21 萬 | 0.6%0.6% | +0.06 |
| INTUIntuit Inc. | 減碼歷史 | 10,80511,152 | −347−3.1% | $529.6 萬$427.1 萬 | −$17.0 萬 | 0.6%0.5% | +0.09 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 32,87434,534 | −1,660−4.8% | $528.6 萬$552.8 萬 | −$26.7 萬 | 0.6%0.7% | −0.07 |
| MDTMedtronic plc | 加碼歷史 | 41,94541,685 | +260+0.6% | $520.6 萬$492.4 萬 | +$3.23 萬 | 0.6%0.6% | 0.00 |
| MDLZMondelez International, Inc. | 減碼歷史 | 74,96978,352 | −3,383−4.3% | $468.1 萬$458.5 萬 | −$21.1 萬 | 0.5%0.6% | −0.02 |
| HUBBHubbell Inc | 減碼歷史 | 23,76224,960 | −1,198−4.8% | $443.9 萬$466.4 萬 | −$22.4 萬 | 0.5%0.6% | −0.06 |
| DTEGYDeutsche Telekom AG | 減碼歷史 | 207,661209,779 | −2,118−1.0% | $441.4 萬$424.5 萬 | −$4.50 萬 | 0.5%0.5% | −0.01 |
| FISVFiserv Inc | 新進歷史 | 35,1550 | +35,155 | $375.7 萬$0 | +$375.7 萬 | 0.4%0.0% | +0.43 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 13,34513,910 | −565−4.1% | $370.8 萬$355.3 萬 | −$15.7 萬 | 0.4%0.4% | −0.01 |
| BAXBaxter International Inc | 減碼歷史 | 44,92345,092 | −169−0.4% | $361.6 萬$380.3 萬 | −$1.36 萬 | 0.4%0.5% | −0.05 |
| TGTTarget Corp | 新進歷史 | 14,7500 | +14,750 | $356.5 萬$0 | +$356.5 萬 | 0.4%0.0% | +0.41 |
| SNASnap-on Inc | 加碼歷史 | 14,97514,805 | +170+1.1% | $334.5 萬$341.6 萬 | +$3.80 萬 | 0.4%0.4% | −0.03 |
| NXPINXP Semiconductors N.V. | 減碼歷史 | 15,74317,218 | −1,475−8.6% | $323.8 萬$346.6 萬 | −$30.3 萬 | 0.4%0.4% | −0.05 |
| CVXChevron Corp | 減碼歷史 | 30,02930,608 | −579−1.9% | $314.5 萬$320.7 萬 | −$6.06 萬 | 0.4%0.4% | −0.03 |
| EMREmerson Electric Co | 減碼歷史 | 31,17631,676 | −500−1.6% | $300.0 萬$285.7 萬 | −$4.81 萬 | 0.3%0.3% | 0.00 |
| WMTWalmart Inc. | 加碼歷史 | 18,08814,210 | +3,878+27.3% | $255.0 萬$193.0 萬 | +$54.7 萬 | 0.3%0.2% | +0.06 |
| WTSWatts Water Technologies Inc | 減碼歷史 | 16,80516,955 | −150−0.9% | $245.2 萬$201.4 萬 | −$2.19 萬 | 0.3%0.2% | +0.04 |
| AMTAmerican Tower Corp | 不變歷史 | 8,3698,369 | 00.0% | $226.1 萬$200.0 萬 | $0 | 0.3%0.2% | +0.02 |
| GILDGilead Sciences, Inc. | 加碼歷史 | 28,08927,564 | +525+1.9% | $193.4 萬$178.1 萬 | +$3.61 萬 | 0.2%0.2% | +0.01 |
| PLTRPalantir Technologies Inc. | 加碼歷史 | 60,15040,150 | +20,000+49.8% | $158.5 萬$93.5 萬 | +$52.7 萬 | 0.2%0.1% | +0.07 |
| TSLATesla, Inc. | 不變歷史 | 2,2032,203 | 00.0% | $149.7 萬$147.1 萬 | $0 | 0.2%0.2% | −0.01 |
| ORCLOracle Corp | 不變歷史 | 17,29817,298 | 00.0% | $134.6 萬$121.3 萬 | $0 | 0.2%0.1% | +0.01 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 20,33421,109 | −775−3.7% | $128.2 萬$117.8 萬 | −$4.89 萬 | 0.1%0.1% | 0.00 |
| RTXRTX Corp | 加碼歷史 | 14,96314,763 | +200+1.4% | $127.6 萬$114.0 萬 | +$1.71 萬 | 0.1%0.1% | +0.01 |
| WBAWalgreens Boots Alliance, Inc. | 減碼歷史 | 23,73624,376 | −640−2.6% | $124.8 萬$133.8 萬 | −$3.37 萬 | 0.1%0.2% | −0.02 |
| YUMCYum China Holdings, Inc. | 減碼歷史 | 15,93618,136 | −2,200−12.1% | $105.5 萬$107.3 萬 | −$14.6 萬 | 0.1%0.1% | −0.01 |
| PNRPENTAIR plc | 減碼歷史 | 13,20013,925 | −725−5.2% | $89.0 萬$86.7 萬 | −$4.89 萬 | 0.1%0.1% | 0.00 |
| ZENZendesk, Inc. | 不變歷史 | 4,8814,881 | 00.0% | $70.4 萬$64.7 萬 | $0 | 0.1%0.1% | 0.00 |
| CLColgate Palmolive Co | 不變歷史 | 8,6138,613 | 00.0% | $70.0 萬$67.8 萬 | $0 | 0.1%0.1% | 0.00 |
| ADSKAutodesk, Inc. | 不變歷史 | 2,1922,192 | 00.0% | $63.9 萬$60.7 萬 | $0 | 0.1%0.1% | 0.00 |
| SYKStryker Corp | 不變歷史 | 2,4002,400 | 00.0% | $62.3 萬$58.4 萬 | $0 | 0.1%0.1% | 0.00 |
| SNYSanofi | 不變歷史 | 11,33011,330 | 00.0% | $59.6 萬$56.0 萬 | $0 | 0.1%0.1% | 0.00 |
| NVSNovartis AG | 加碼歷史 | 5,3254,725 | +600+12.7% | $48.5 萬$40.3 萬 | +$5.46 萬 | 0.1%<0.1% | +0.01 |
| BACBank of America Corp | 減碼歷史 | 11,59311,693 | −100−0.9% | $47.7 萬$45.2 萬 | −$4,114.55 | 0.1%0.1% | 0.00 |
| WFCWells Fargo & Company | 減碼歷史 | 9,0709,220 | −150−1.6% | $41.0 萬$36.0 萬 | −$6,780.6 | <0.1%<0.1% | 0.00 |
| NFLXNetflix Inc | 不變歷史 | 769769 | 00.0% | $40.6 萬$40.1 萬 | $0 | <0.1%<0.1% | 0.00 |
| PMPhilip Morris International Inc. | 減碼歷史 | 3,9004,500 | −600−13.3% | $38.6 萬$39.9 萬 | −$5.94 萬 | <0.1%<0.1% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 不變歷史 | 737737 | 00.0% | $37.1 萬$33.6 萬 | $0 | <0.1%<0.1% | 0.00 |
| JPMJPMorgan Chase & Co | 不變歷史 | 2,2812,281 | 00.0% | $35.4 萬$34.7 萬 | $0 | <0.1%<0.1% | 0.00 |
估計買賣金額是股數的變化乘上申報隱含的季末價（市值除以股數）：新進用這一季的市值，清倉用上一季的市值，只有本金（PRN）的部位算不出來。13F 只有季末的持股，看不出季中的買賣時點與成交價。