Jacobs & Co
- SEC CIK
- 0001055544
- 最新申報
- 2026/7/8
2021 年第 2 季到 2021 年第 3 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
- 5 檔
- 估計 +$1,380 萬
- 加碼
- 55 檔
- 估計 +$3,157 萬
- 減碼
- 35 檔
- 估計 −$744.9 萬
- 清倉
- 11 檔
- 估計 −$1,554 萬
總值從 $8.66 億變成 $8.69 億（+$363.9 萬 (+0.4%)），持股從 123 檔變成 117 檔（−6）。
2021 年第 3 季全部持倉2021 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2021 年第 3 季，下面灰字是 2021 年第 2 季。兩季之間拆股的股票，2021 年第 2 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 | 305,108305,657 | −549−0.2% | $4,317 萬$4,186 萬 | −$7.77 萬 | 5.0%4.8% | +0.13 |
| MSFTMicrosoft Corp | 減碼歷史 | 106,181107,050 | −869−0.8% | $2,993 萬$2,900 萬 | −$24.5 萬 | 3.4%3.3% | +0.09 |
| AMZNAmazon Com Inc | 加碼歷史 | 7,9757,847 | +128+1.6% | $2,620 萬$2,699 萬 | +$42.0 萬 | 3.0%3.1% | −0.10 |
| VVisa Inc. | 加碼歷史 | 100,40497,837 | +2,567+2.6% | $2,236 萬$2,288 萬 | +$57.2 萬 | 2.6%2.6% | −0.07 |
| PYPLPayPal Holdings, Inc. | 不變歷史 | 85,50685,506 | 00.0% | $2,225 萬$2,492 萬 | $0 | 2.6%2.9% | −0.32 |
| METAMeta Platforms, Inc. | 減碼歷史 | 63,13563,488 | −353−0.6% | $2,143 萬$2,208 萬 | −$12.0 萬 | 2.5%2.5% | −0.09 |
| ADBEAdobe Inc. | 減碼歷史 | 35,24735,411 | −164−0.5% | $2,029 萬$2,074 萬 | −$9.44 萬 | 2.3%2.4% | −0.06 |
| NKENIKE, Inc. | 減碼歷史 | 124,379124,413 | −340.0% | $1,806 萬$1,922 萬 | −$4,937.67 | 2.1%2.2% | −0.14 |
| ZTSZoetis Inc. | 減碼歷史 | 90,36191,476 | −1,115−1.2% | $1,754 萬$1,705 萬 | −$21.6 萬 | 2.0%2.0% | +0.05 |
| INTCIntel Corp | 加碼歷史 | 328,766317,946 | +10,820+3.4% | $1,752 萬$1,785 萬 | +$57.6 萬 | 2.0%2.1% | −0.05 |
| SBUXStarbucks Corp | 加碼歷史 | 153,822152,166 | +1,656+1.1% | $1,697 萬$1,701 萬 | +$18.3 萬 | 2.0%2.0% | −0.01 |
| COSTCostco Wholesale Corp | 減碼歷史 | 37,48637,870 | −384−1.0% | $1,684 萬$1,498 萬 | −$17.3 萬 | 1.9%1.7% | +0.21 |
| DISWalt Disney Co | 加碼歷史 | 94,15291,309 | +2,843+3.1% | $1,593 萬$1,605 萬 | +$48.1 萬 | 1.8%1.9% | −0.02 |
| HDHome Depot, Inc. | 減碼歷史 | 46,86946,899 | −30−0.1% | $1,539 萬$1,496 萬 | −$9,847.66 | 1.8%1.7% | +0.04 |
| UPSUnited Parcel Service Inc | 加碼歷史 | 83,11579,897 | +3,218+4.0% | $1,514 萬$1,662 萬 | +$58.6 萬 | 1.7%1.9% | −0.18 |
| GOOGLAlphabet Inc. | 加碼歷史 | 5,5483,650 | +1,898+52.0% | $1,483 萬$891.2 萬 | +$507.4 萬 | 1.7%1.0% | +0.68 |
| GOOGAlphabet Inc. | 減碼歷史 | 5,4037,322 | −1,919−26.2% | $1,440 萬$1,835 萬 | −$511.4 萬 | 1.7%2.1% | −0.46 |
| CSCOCisco Systems, Inc. | 加碼歷史 | 261,418258,349 | +3,069+1.2% | $1,423 萬$1,369 萬 | +$16.7 萬 | 1.6%1.6% | +0.06 |
| QCOMQualcomm Inc | 加碼歷史 | 108,351105,086 | +3,265+3.1% | $1,398 萬$1,502 萬 | +$42.1 萬 | 1.6%1.7% | −0.13 |
| PFEPfizer Inc | 加碼歷史 | 316,676307,852 | +8,824+2.9% | $1,362 萬$1,206 萬 | +$38.0 萬 | 1.6%1.4% | +0.17 |
| PEPPepsiCo Inc | 減碼歷史 | 89,01689,354 | −338−0.4% | $1,339 萬$1,324 萬 | −$5.08 萬 | 1.5%1.5% | +0.01 |
| BDXBecton Dickinson & Co | 加碼歷史 | 52,76150,323 | +2,438+4.8% | $1,297 萬$1,224 萬 | +$59.9 萬 | 1.5%1.4% | +0.08 |
| BABoeing Co | 新進歷史 | 58,4160 | +58,416 | $1,285 萬$0 | +$1,285 萬 | 1.5%0.0% | +1.48 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 63,58263,586 | −40.0% | $1,271 萬$1,263 萬 | −$799.66 | 1.5%1.5% | 0.00 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 106,752109,128 | −2,376−2.2% | $1,209 萬$1,130 萬 | −$26.9 萬 | 1.4%1.3% | +0.08 |
| UNPUnion Pacific Corp | 加碼歷史 | 61,58557,732 | +3,853+6.7% | $1,207 萬$1,270 萬 | +$75.5 萬 | 1.4%1.5% | −0.08 |
| SCHWSchwab Charles Corp | 加碼歷史 | 158,881157,699 | +1,182+0.7% | $1,157 萬$1,148 萬 | +$8.61 萬 | 1.3%1.3% | 0.00 |
| AMATApplied Materials Inc | 減碼歷史 | 87,97289,251 | −1,279−1.4% | $1,132 萬$1,271 萬 | −$16.5 萬 | 1.3%1.5% | −0.17 |
| CSXCSX Corp | 加碼歷史 | 379,957354,299 | +25,658+7.2% | $1,130 萬$1,137 萬 | +$76.3 萬 | 1.3%1.3% | −0.01 |
| VZVerizon Communications Inc | 加碼歷史 | 204,598184,010 | +20,588+11.2% | $1,105 萬$1,031 萬 | +$111.2 萬 | 1.3%1.2% | +0.08 |
| HONHoneywell International Inc | 加碼歷史 | 51,92251,412 | +510+1.0% | $1,102 萬$1,128 萬 | +$10.8 萬 | 1.3%1.3% | −0.03 |
| ENBEnbridge Inc | 加碼歷史 | 272,022267,352 | +4,670+1.7% | $1,083 萬$1,070 萬 | +$18.6 萬 | 1.2%1.2% | +0.01 |
| MRKMerck & Co., Inc. | 加碼歷史 | 137,576128,874 | +8,702+6.8% | $1,033 萬$1,002 萬 | +$65.4 萬 | 1.2%1.2% | +0.03 |
| MMM3M Co | 加碼歷史 | 58,86553,143 | +5,722+10.8% | $1,033 萬$1,056 萬 | +$100.4 萬 | 1.2%1.2% | −0.03 |
| TAT&T Inc. | 加碼歷史 | 381,929354,285 | +27,644+7.8% | $1,032 萬$1,020 萬 | +$74.7 萬 | 1.2%1.2% | +0.01 |
| IBMInternational Business Machines Corp | 加碼歷史 | 71,21064,989 | +6,221+9.6% | $989.3 萬$952.6 萬 | +$86.4 萬 | 1.1%1.1% | +0.04 |
| MCDMcDonalds Corp | 加碼歷史 | 40,68840,668 | +200.0% | $981.0 萬$939.3 萬 | +$4,822.06 | 1.1%1.1% | +0.04 |
| AMGNAmgen Inc | 加碼歷史 | 46,02240,958 | +5,064+12.4% | $978.6 萬$998.3 萬 | +$107.7 萬 | 1.1%1.2% | −0.03 |
| MKCMcCormick & Co Inc | 加碼歷史 | 120,06583,728 | +36,337+43.4% | $972.8 萬$739.4 萬 | +$294.4 萬 | 1.1%0.9% | +0.26 |
| FDXFedEx Corp | 加碼歷史 | 43,60735,342 | +8,265+23.4% | $956.2 萬$1,054 萬 | +$181.2 萬 | 1.1%1.2% | −0.12 |
| JNJJohnson & Johnson | 加碼歷史 | 58,67258,547 | +125+0.2% | $947.5 萬$964.5 萬 | +$2.02 萬 | 1.1%1.1% | −0.02 |
| ABTAbbott Laboratories | 加碼歷史 | 78,72678,560 | +166+0.2% | $929.9 萬$910.7 萬 | +$1.96 萬 | 1.1%1.1% | +0.02 |
| SYYSysco Corp | 加碼歷史 | 111,914106,110 | +5,804+5.5% | $878.5 萬$825.0 萬 | +$45.6 萬 | 1.0%1.0% | +0.06 |
| CATCaterpillar Inc | 加碼歷史 | 45,36040,416 | +4,944+12.2% | $870.7 萬$879.5 萬 | +$94.9 萬 | 1.0%1.0% | −0.01 |
| KOCoca Cola Co | 加碼歷史 | 163,749161,727 | +2,022+1.3% | $859.1 萬$875.1 萬 | +$10.6 萬 | 1.0%1.0% | −0.02 |
| GLWCorning Inc | 加碼歷史 | 231,433207,113 | +24,320+11.7% | $844.4 萬$847.0 萬 | +$88.7 萬 | 1.0%1.0% | −0.01 |
| STZConstellation Brands, Inc. | 加碼歷史 | 38,82534,584 | +4,241+12.3% | $818.0 萬$808.8 萬 | +$89.4 萬 | 0.9%0.9% | +0.01 |
| ABBVAbbVie Inc. | 加碼歷史 | 75,00270,489 | +4,513+6.4% | $809.0 萬$793.9 萬 | +$48.7 萬 | 0.9%0.9% | +0.01 |
| DEDeere & Co | 減碼歷史 | 23,97423,984 | −100.0% | $803.2 萬$845.9 萬 | −$3,350.3 | 0.9%1.0% | −0.05 |
| NVDANVIDIA Corp | 減碼依 4 比 1 拆股換算歷史 | 38,33538,668 | −333−0.9% | $794.1 萬$773.4 萬 | −$6.90 萬 | 0.9%0.9% | +0.02 |
| YUMYum Brands Inc | 加碼歷史 | 63,00362,581 | +422+0.7% | $770.5 萬$719.8 萬 | +$5.16 萬 | 0.9%0.8% | +0.05 |
| LHLabcorp Holdings Inc. | 加碼歷史 | 27,11526,825 | +290+1.1% | $763.1 萬$739.9 萬 | +$8.16 萬 | 0.9%0.9% | +0.02 |
| GSKGSK plc | 加碼歷史 | 198,675186,003 | +12,672+6.8% | $759.1 萬$740.6 萬 | +$48.4 萬 | 0.9%0.9% | +0.02 |
| REGNRegeneron Pharmaceuticals, Inc. | 加碼歷史 | 12,34912,180 | +169+1.4% | $747.3 萬$680.3 萬 | +$10.2 萬 | 0.9%0.8% | +0.07 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 123,820111,885 | +11,935+10.7% | $732.6 萬$747.6 萬 | +$70.6 萬 | 0.8%0.9% | −0.02 |
| EAElectronic Arts Inc. | 加碼歷史 | 50,41247,297 | +3,115+6.6% | $717.1 萬$680.2 萬 | +$44.3 萬 | 0.8%0.8% | +0.04 |
| EBAYeBay Inc | 減碼歷史 | 102,663104,636 | −1,973−1.9% | $715.2 萬$734.6 萬 | −$13.7 萬 | 0.8%0.8% | −0.03 |
| CMICummins Inc | 加碼歷史 | 30,58926,466 | +4,123+15.6% | $686.9 萬$645.2 萬 | +$92.6 萬 | 0.8%0.7% | +0.04 |
| LLYEli Lilly & Co | 減碼歷史 | 29,56629,967 | −401−1.3% | $683.1 萬$687.8 萬 | −$9.26 萬 | 0.8%0.8% | −0.01 |
| AXPAmerican Express Co | 減碼歷史 | 39,23539,322 | −87−0.2% | $657.3 萬$649.7 萬 | −$1.46 萬 | 0.8%0.8% | +0.01 |
| PGProcter & Gamble Co | 加碼歷史 | 43,14243,054 | +88+0.2% | $603.1 萬$580.9 萬 | +$1.23 萬 | 0.7%0.7% | +0.02 |
| INTUIntuit Inc. | 減碼歷史 | 10,77310,805 | −32−0.3% | $581.2 萬$529.6 萬 | −$1.73 萬 | 0.7%0.6% | +0.06 |
| ZBHZimmer Biomet Holdings, Inc. | 加碼歷史 | 39,41732,874 | +6,543+19.9% | $576.9 萬$528.6 萬 | +$95.8 萬 | 0.7%0.6% | +0.05 |
| MDTMedtronic plc | 減碼歷史 | 41,68241,945 | −263−0.6% | $522.4 萬$520.6 萬 | −$3.30 萬 | 0.6%0.6% | 0.00 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 83,85074,556 | +9,294+12.5% | $472.7 萬$536.8 萬 | +$52.4 萬 | 0.5%0.6% | −0.08 |
| MDLZMondelez International, Inc. | 加碼歷史 | 79,58674,969 | +4,617+6.2% | $463.0 萬$468.1 萬 | +$26.9 萬 | 0.5%0.5% | −0.01 |
| FISVFiserv Inc | 加碼歷史 | 41,45235,155 | +6,297+17.9% | $449.7 萬$375.7 萬 | +$68.3 萬 | 0.5%0.4% | +0.08 |
| HUBBHubbell Inc | 減碼歷史 | 23,75923,762 | −30.0% | $429.2 萬$443.9 萬 | −$541.94 | 0.5%0.5% | −0.02 |
| DTEGYDeutsche Telekom AG | 減碼歷史 | 207,461207,661 | −200−0.1% | $418.0 萬$441.4 萬 | −$4,029.67 | 0.5%0.5% | −0.03 |
| BAXBaxter International Inc | 加碼歷史 | 48,27544,923 | +3,352+7.5% | $388.2 萬$361.6 萬 | +$27.0 萬 | 0.4%0.4% | +0.03 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 13,43513,345 | +90+0.7% | $366.6 萬$370.8 萬 | +$2.46 萬 | 0.4%0.4% | −0.01 |
| TGTTarget Corp | 減碼歷史 | 14,60514,750 | −145−1.0% | $334.1 萬$356.5 萬 | −$3.32 萬 | 0.4%0.4% | −0.03 |
| NXPINXP Semiconductors N.V. | 加碼歷史 | 16,84315,743 | +1,100+7.0% | $329.9 萬$323.8 萬 | +$21.5 萬 | 0.4%0.4% | +0.01 |
| SNASnap-on Inc | 加碼歷史 | 15,02514,975 | +50+0.3% | $313.9 萬$334.5 萬 | +$1.04 萬 | 0.4%0.4% | −0.03 |
| CVXChevron Corp | 減碼歷史 | 29,92930,029 | −100−0.3% | $303.6 萬$314.5 萬 | −$1.01 萬 | 0.3%0.4% | −0.01 |
| EMREmerson Electric Co | 不變歷史 | 31,17631,176 | 00.0% | $293.6 萬$300.0 萬 | $0 | 0.3%0.3% | −0.01 |
| WMTWalmart Inc. | 加碼歷史 | 20,38418,088 | +2,296+12.7% | $284.1 萬$255.0 萬 | +$32.0 萬 | 0.3%0.3% | +0.03 |
| WTSWatts Water Technologies Inc | 減碼歷史 | 16,48516,805 | −320−1.9% | $277.0 萬$245.2 萬 | −$5.38 萬 | 0.3%0.3% | +0.04 |
| AMTAmerican Tower Corp | 加碼歷史 | 8,3708,369 | +10.0% | $222.1 萬$226.1 萬 | +$265.35 | 0.3%0.3% | −0.01 |
| GILDGilead Sciences, Inc. | 不變歷史 | 28,08928,089 | 00.0% | $196.2 萬$193.4 萬 | $0 | 0.2%0.2% | 0.00 |
| TSLATesla, Inc. | 不變歷史 | 2,2032,203 | 00.0% | $170.8 萬$149.7 萬 | $0 | 0.2%0.2% | +0.02 |
| PLTRPalantir Technologies Inc. | 不變歷史 | 60,15060,150 | 00.0% | $144.6 萬$158.5 萬 | $0 | 0.2%0.2% | −0.02 |
| ORCLOracle Corp | 減碼歷史 | 15,94817,298 | −1,350−7.8% | $138.9 萬$134.6 萬 | −$11.8 萬 | 0.2%0.2% | 0.00 |
| RTXRTX Corp | 加碼歷史 | 15,10014,963 | +137+0.9% | $129.7 萬$127.6 萬 | +$1.18 萬 | 0.1%0.1% | 0.00 |
| XOMExxonMobil Holdings Corp | 不變歷史 | 20,33420,334 | 00.0% | $119.6 萬$128.2 萬 | $0 | 0.1%0.1% | −0.01 |
| WBAWalgreens Boots Alliance, Inc. | 減碼歷史 | 21,22123,736 | −2,515−10.6% | $99.8 萬$124.8 萬 | −$11.8 萬 | 0.1%0.1% | −0.03 |
| PNRPENTAIR plc | 不變歷史 | 13,20013,200 | 00.0% | $95.8 萬$89.0 萬 | $0 | 0.1%0.1% | +0.01 |
| YUMCYum China Holdings, Inc. | 減碼歷史 | 15,86115,936 | −75−0.5% | $92.1 萬$105.5 萬 | −$4,355.02 | 0.1%0.1% | −0.02 |
| CLColgate Palmolive Co | 不變歷史 | 8,6138,613 | 00.0% | $65.0 萬$70.0 萬 | $0 | 0.1%0.1% | −0.01 |
| SYKStryker Corp | 不變歷史 | 2,4002,400 | 00.0% | $63.2 萬$62.3 萬 | $0 | 0.1%0.1% | 0.00 |
| ADSKAutodesk, Inc. | 減碼歷史 | 2,1562,192 | −36−1.6% | $61.4 萬$63.9 萬 | −$1.03 萬 | 0.1%0.1% | 0.00 |
| ZENZendesk, Inc. | 不變歷史 | 4,8814,881 | 00.0% | $56.8 萬$70.4 萬 | $0 | 0.1%0.1% | −0.02 |
| NFLXNetflix Inc | 加碼歷史 | 819769 | +50+6.5% | $49.9 萬$40.6 萬 | +$3.05 萬 | 0.1%<0.1% | +0.01 |
| SNYSanofi | 減碼歷史 | 10,33011,330 | −1,000−8.8% | $49.8 萬$59.6 萬 | −$4.82 萬 | 0.1%0.1% | −0.01 |
| BACBank of America Corp | 減碼歷史 | 11,50811,593 | −85−0.7% | $48.8 萬$47.7 萬 | −$3,604.45 | 0.1%0.1% | 0.00 |
| WFCWells Fargo & Company | 加碼歷史 | 10,0709,070 | +1,000+11.0% | $46.7 萬$41.0 萬 | +$4.64 萬 | 0.1%<0.1% | +0.01 |
| NVSNovartis AG | 不變歷史 | 5,3255,325 | 00.0% | $43.5 萬$48.5 萬 | $0 | 0.1%0.1% | −0.01 |
| TMOThermo Fisher Scientific Inc. | 不變歷史 | 737737 | 00.0% | $42.1 萬$37.1 萬 | $0 | <0.1%<0.1% | +0.01 |
| JPMJPMorgan Chase & Co | 減碼歷史 | 2,2512,281 | −30−1.3% | $36.8 萬$35.4 萬 | −$4,904.49 | <0.1%<0.1% | 0.00 |
| Schwab U.S. Broad Market ETF808524102 | 不變– | 3,2803,280 | 00.0% | $34.0 萬$34.2 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。