Jacobs & Co
- SEC CIK
- 0001055544
- 最新申報
- 2026/7/8
2023 年第 2 季到 2023 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
- 1 檔
- 估計 +$338.1 萬
- 加碼
- 36 檔
- 估計 +$995.6 萬
- 減碼
- 62 檔
- 估計 −$2,062 萬
- 清倉
- 1 檔
- 估計 −$327.2 萬
總值從 $8.41 億變成 $8.02 億（−$3,851 萬 (−4.6%)），持股從 120 檔變成 120 檔（0）。
2023 年第 3 季全部持倉2023 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2023 年第 3 季，下面灰字是 2023 年第 2 季。兩季之間拆股的股票，2023 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 | 282,423290,526 | −8,103−2.8% | $4,835 萬$5,635 萬 | −$138.7 萬 | 6.0%6.7% | −0.68 |
| MSFTMicrosoft Corp | 減碼歷史 | 95,88597,432 | −1,547−1.6% | $3,028 萬$3,318 萬 | −$48.8 萬 | 3.8%3.9% | −0.17 |
| VVisa Inc. | 減碼歷史 | 87,88591,247 | −3,362−3.7% | $2,021 萬$2,167 萬 | −$77.3 萬 | 2.5%2.6% | −0.06 |
| AMZNAmazon Com Inc | 減碼歷史 | 155,716158,498 | −2,782−1.8% | $1,979 萬$2,066 萬 | −$35.4 萬 | 2.5%2.5% | +0.01 |
| NVDANVIDIA Corp | 加碼歷史 | 42,48538,486 | +3,999+10.4% | $1,848 萬$1,628 萬 | +$173.9 萬 | 2.3%1.9% | +0.37 |
| ADBEAdobe Inc. | 減碼歷史 | 34,77436,414 | −1,640−4.5% | $1,773 萬$1,781 萬 | −$83.6 萬 | 2.2%2.1% | +0.09 |
| METAMeta Platforms, Inc. | 減碼歷史 | 57,88159,495 | −1,614−2.7% | $1,738 萬$1,707 萬 | −$48.5 萬 | 2.2%2.0% | +0.14 |
| COSTCostco Wholesale Corp | 減碼歷史 | 30,04331,610 | −1,567−5.0% | $1,697 萬$1,702 萬 | −$88.5 萬 | 2.1%2.0% | +0.09 |
| ZTSZoetis Inc. | 減碼歷史 | 83,92486,522 | −2,598−3.0% | $1,460 萬$1,490 萬 | −$45.2 萬 | 1.8%1.8% | +0.05 |
| HDHome Depot, Inc. | 減碼歷史 | 46,78347,630 | −847−1.8% | $1,414 萬$1,480 萬 | −$25.6 萬 | 1.8%1.8% | 0.00 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 56,47857,893 | −1,415−2.4% | $1,359 萬$1,272 萬 | −$34.0 萬 | 1.7%1.5% | +0.18 |
| GOOGAlphabet Inc. | 減碼歷史 | 102,796104,532 | −1,736−1.7% | $1,355 萬$1,265 萬 | −$22.9 萬 | 1.7%1.5% | +0.19 |
| SBUXStarbucks Corp | 減碼歷史 | 148,376149,032 | −656−0.4% | $1,354 萬$1,476 萬 | −$5.99 萬 | 1.7%1.8% | −0.07 |
| LLYEli Lilly & Co | 減碼歷史 | 24,65125,560 | −909−3.6% | $1,324 萬$1,199 萬 | −$48.8 萬 | 1.6%1.4% | +0.22 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 238,473243,206 | −4,733−1.9% | $1,282 萬$1,258 萬 | −$25.4 萬 | 1.6%1.5% | +0.10 |
| GOOGLAlphabet Inc. | 減碼歷史 | 97,614102,805 | −5,191−5.0% | $1,277 萬$1,231 萬 | −$67.9 萬 | 1.6%1.5% | +0.13 |
| AMGNAmgen Inc | 減碼歷史 | 45,99346,887 | −894−1.9% | $1,236 萬$1,041 萬 | −$24.0 萬 | 1.5%1.2% | +0.30 |
| UNPUnion Pacific Corp | 減碼歷史 | 60,59460,998 | −404−0.7% | $1,234 萬$1,248 萬 | −$8.23 萬 | 1.5%1.5% | +0.05 |
| PEPPepsiCo Inc | 減碼歷史 | 72,77273,535 | −763−1.0% | $1,233 萬$1,362 萬 | −$12.9 萬 | 1.5%1.6% | −0.08 |
| BDXBecton Dickinson & Co | 減碼歷史 | 47,44648,644 | −1,198−2.5% | $1,227 萬$1,284 萬 | −$31.0 萬 | 1.5%1.5% | 0.00 |
| NKENIKE, Inc. | 加碼歷史 | 127,034125,474 | +1,560+1.2% | $1,215 萬$1,385 萬 | +$14.9 萬 | 1.5%1.6% | −0.13 |
| UPSUnited Parcel Service Inc | 加碼歷史 | 77,05676,560 | +496+0.6% | $1,201 萬$1,372 萬 | +$7.73 萬 | 1.5%1.6% | −0.14 |
| FDXFedEx Corp | 減碼歷史 | 44,39445,112 | −718−1.6% | $1,176 萬$1,118 萬 | −$19.0 萬 | 1.5%1.3% | +0.14 |
| QCOMQualcomm Inc | 減碼歷史 | 103,724103,946 | −222−0.2% | $1,152 萬$1,237 萬 | −$2.47 萬 | 1.4%1.5% | −0.04 |
| CATCaterpillar Inc | 減碼歷史 | 41,15042,463 | −1,313−3.1% | $1,123 萬$1,045 萬 | −$35.8 萬 | 1.4%1.2% | +0.16 |
| CSXCSX Corp | 加碼歷史 | 362,323357,148 | +5,175+1.4% | $1,114 萬$1,218 萬 | +$15.9 萬 | 1.4%1.4% | −0.06 |
| HONHoneywell International Inc | 加碼歷史 | 60,29259,373 | +919+1.5% | $1,114 萬$1,232 萬 | +$17.0 萬 | 1.4%1.5% | −0.08 |
| BABoeing Co | 加碼歷史 | 57,21355,974 | +1,239+2.2% | $1,097 萬$1,182 萬 | +$23.7 萬 | 1.4%1.4% | −0.04 |
| PFEPfizer Inc | 加碼歷史 | 324,833317,660 | +7,173+2.3% | $1,077 萬$1,165 萬 | +$23.8 萬 | 1.3%1.4% | −0.04 |
| IBMInternational Business Machines Corp | 減碼歷史 | 75,85076,737 | −887−1.2% | $1,064 萬$1,027 萬 | −$12.4 萬 | 1.3%1.2% | +0.11 |
| INTCIntel Corp | 減碼歷史 | 297,169299,943 | −2,774−0.9% | $1,056 萬$1,003 萬 | −$9.86 萬 | 1.3%1.2% | +0.12 |
| MRKMerck & Co., Inc. | 加碼歷史 | 101,25299,954 | +1,298+1.3% | $1,042 萬$1,153 萬 | +$13.4 萬 | 1.3%1.4% | −0.07 |
| DEDeere & Co | 加碼歷史 | 27,33626,652 | +684+2.6% | $1,032 萬$1,080 萬 | +$25.8 萬 | 1.3%1.3% | 0.00 |
| AMATApplied Materials Inc | 減碼歷史 | 73,55277,999 | −4,447−5.7% | $1,018 萬$1,127 萬 | −$61.6 萬 | 1.3%1.3% | −0.07 |
| MKCMcCormick & Co Inc | 加碼歷史 | 126,851123,247 | +3,604+2.9% | $959.5 萬$1,075 萬 | +$27.3 萬 | 1.2%1.3% | −0.08 |
| ENBEnbridge Inc | 加碼歷史 | 282,607275,203 | +7,404+2.7% | $947.8 萬$1,022 萬 | +$24.8 萬 | 1.2%1.2% | −0.03 |
| ABBVAbbVie Inc. | 減碼歷史 | 63,22564,188 | −963−1.5% | $942.4 萬$864.8 萬 | −$14.4 萬 | 1.2%1.0% | +0.15 |
| MCDMcDonalds Corp | 加碼歷史 | 34,12134,112 | +90.0% | $898.8 萬$1,018 萬 | +$2,370.74 | 1.1%1.2% | −0.09 |
| STZConstellation Brands, Inc. | 減碼歷史 | 34,53835,111 | −573−1.6% | $868.0 萬$864.1 萬 | −$14.4 萬 | 1.1%1.0% | +0.05 |
| DISWalt Disney Co | 加碼歷史 | 105,709101,012 | +4,697+4.6% | $856.7 萬$901.8 萬 | +$38.1 萬 | 1.1%1.1% | 0.00 |
| SCHWSchwab Charles Corp | 加碼歷史 | 155,238152,822 | +2,416+1.6% | $852.2 萬$866.1 萬 | +$13.3 萬 | 1.1%1.0% | +0.03 |
| CMICummins Inc | 加碼歷史 | 36,95336,910 | +43+0.1% | $844.2 萬$904.8 萬 | +$9,823.45 | 1.1%1.1% | −0.02 |
| JNJJohnson & Johnson | 減碼歷史 | 52,93861,997 | −9,059−14.6% | $824.5 萬$1,026 萬 | −$141.1 萬 | 1.0%1.2% | −0.19 |
| SYYSysco Corp | 加碼歷史 | 121,782116,515 | +5,267+4.5% | $804.3 萬$864.5 萬 | +$34.8 萬 | 1.0%1.0% | −0.03 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 9,6829,952 | −270−2.7% | $796.7 萬$715.0 萬 | −$22.2 萬 | 1.0%0.9% | +0.14 |
| HUBBHubbell Inc | 減碼歷史 | 24,49924,954 | −455−1.8% | $767.8 萬$827.3 萬 | −$14.3 萬 | 1.0%1.0% | −0.03 |
| KOCoca Cola Co | 加碼歷史 | 135,698135,325 | +373+0.3% | $759.6 萬$814.9 萬 | +$2.09 萬 | 0.9%1.0% | −0.02 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 107,218103,775 | +3,443+3.3% | $742.8 萬$978.9 萬 | +$23.9 萬 | 0.9%1.2% | −0.24 |
| BMYBristol Myers Squibb Co | 加碼歷史 | 126,407126,129 | +278+0.2% | $733.6 萬$806.5 萬 | +$1.61 萬 | 0.9%1.0% | −0.04 |
| GLWCorning Inc | 加碼歷史 | 229,723229,058 | +665+0.3% | $699.9 萬$802.6 萬 | +$2.03 萬 | 0.9%1.0% | −0.08 |
| YUMYum Brands Inc | 減碼歷史 | 54,50355,118 | −615−1.1% | $680.9 萬$763.6 萬 | −$7.68 萬 | 0.8%0.9% | −0.06 |
| PGProcter & Gamble Co | 加碼歷史 | 46,58543,272 | +3,313+7.7% | $679.4 萬$656.6 萬 | +$48.3 萬 | 0.8%0.8% | +0.07 |
| ABTAbbott Laboratories | 減碼歷史 | 69,29069,421 | −131−0.2% | $671.0 萬$756.8 萬 | −$1.27 萬 | 0.8%0.9% | −0.06 |
| EAElectronic Arts Inc. | 加碼歷史 | 52,90552,035 | +870+1.7% | $636.9 萬$674.8 萬 | +$10.5 萬 | 0.8%0.8% | −0.01 |
| INTUIntuit Inc. | 減碼歷史 | 12,08212,327 | −245−2.0% | $617.3 萬$564.8 萬 | −$12.5 萬 | 0.8%0.7% | +0.10 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 11,7066,729 | +4,977+74.0% | $592.5 萬$351.0 萬 | +$251.9 萬 | 0.7%0.4% | +0.32 |
| AXPAmerican Express Co | 加碼歷史 | 38,86436,890 | +1,974+5.4% | $579.8 萬$642.6 萬 | +$29.4 萬 | 0.7%0.8% | −0.04 |
| FISVFiserv Inc | 加碼歷史 | 51,00448,340 | +2,664+5.5% | $576.1 萬$609.8 萬 | +$30.1 萬 | 0.7%0.7% | −0.01 |
| GSKGSK plc | 減碼歷史 | 153,985155,798 | −1,813−1.2% | $558.1 萬$555.2 萬 | −$6.57 萬 | 0.7%0.7% | +0.04 |
| MDLZMondelez International, Inc. | 加碼歷史 | 76,95375,719 | +1,234+1.6% | $534.0 萬$552.2 萬 | +$8.56 萬 | 0.7%0.7% | +0.01 |
| ULUnilever PLC | 減碼歷史 | 105,406105,581 | −175−0.2% | $520.7 萬$550.3 萬 | −$8,644.91 | 0.6%0.7% | −0.01 |
| NXPINXP Semiconductors N.V. | 減碼歷史 | 25,08125,831 | −750−2.9% | $501.4 萬$528.7 萬 | −$15.0 萬 | 0.6%0.6% | 0.00 |
| WMTWalmart Inc. | 減碼歷史 | 30,78831,442 | −654−2.1% | $492.3 萬$494.2 萬 | −$10.5 萬 | 0.6%0.6% | +0.03 |
| ABNBAirbnb, Inc. | 加碼歷史 | 13,62411,947 | +1,677+14.0% | $475.3 萬$153.1 萬 | +$58.5 萬 | 0.6%0.2% | +0.41 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 80,94783,198 | −2,251−2.7% | $473.2 萬$555.1 萬 | −$13.2 萬 | 0.6%0.7% | −0.07 |
| LHLabcorp Holdings Inc. | 不變歷史 | 23,20623,206 | 00.0% | $466.5 萬$560.0 萬 | $0 | 0.6%0.7% | −0.08 |
| VZVerizon Communications Inc | 減碼歷史 | 142,626198,001 | −55,375−28.0% | $462.2 萬$736.3 萬 | −$179.5 萬 | 0.6%0.9% | −0.30 |
| BRK.BBerkshire Hathaway Inc | 加碼歷史 | 13,11813,049 | +69+0.5% | $459.5 萬$444.9 萬 | +$2.42 萬 | 0.6%0.5% | +0.04 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 1,4891,603 | −114−7.1% | $459.2 萬$432.8 萬 | −$35.2 萬 | 0.6%0.5% | +0.06 |
| DTEGYDeutsche Telekom AG | 減碼歷史 | 205,214206,039 | −825−0.4% | $430.1 萬$450.1 萬 | −$1.73 萬 | 0.5%0.5% | 0.00 |
| CVXChevron Corp | 減碼歷史 | 24,15125,084 | −933−3.7% | $407.2 萬$394.7 萬 | −$15.7 萬 | 0.5%0.5% | +0.04 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 33,34934,189 | −840−2.5% | $374.2 萬$497.7 萬 | −$9.43 萬 | 0.5%0.6% | −0.13 |
| SNASnap-on Inc | 減碼歷史 | 14,49714,680 | −183−1.2% | $369.7 萬$423.0 萬 | −$4.67 萬 | 0.5%0.5% | −0.04 |
| KVUEKenvue Inc. | 新進歷史 | 168,3830 | +168,383 | $338.1 萬$0 | +$338.1 萬 | 0.4%0.0% | +0.42 |
| MDTMedtronic plc | 減碼歷史 | 39,19247,367 | −8,175−17.3% | $307.1 萬$417.3 萬 | −$64.1 萬 | 0.4%0.5% | −0.11 |
| TSLATesla, Inc. | 減碼歷史 | 11,72511,799 | −74−0.6% | $293.3 萬$308.8 萬 | −$1.85 萬 | 0.4%0.4% | 0.00 |
| BUDAnheuser-Busch InBev SA/NV | 加碼歷史 | 53,00152,231 | +770+1.5% | $293.0 萬$296.2 萬 | +$4.26 萬 | 0.4%0.4% | +0.01 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 12,14511,831 | +314+2.7% | $284.7 萬$302.2 萬 | +$7.36 萬 | 0.4%0.4% | 0.00 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 16,95116,421 | +530+3.2% | $283.7 萬$241.1 萬 | +$8.87 萬 | 0.4%0.3% | +0.07 |
| TAT&T Inc. | 減碼歷史 | 181,240316,249 | −135,009−42.7% | $272.2 萬$504.4 萬 | −$202.8 萬 | 0.3%0.6% | −0.26 |
| WTSWatts Water Technologies Inc | 減碼歷史 | 15,26015,405 | −145−0.9% | $263.7 萬$283.0 萬 | −$2.51 萬 | 0.3%0.3% | −0.01 |
| EMREmerson Electric Co | 減碼歷史 | 24,79724,957 | −160−0.6% | $239.4 萬$225.5 萬 | −$1.54 萬 | 0.3%0.3% | +0.03 |
| AMTAmerican Tower Corp | 加碼歷史 | 14,17112,113 | +2,058+17.0% | $233.0 萬$234.9 萬 | +$33.8 萬 | 0.3%0.3% | +0.01 |
| TGTTarget Corp | 加碼歷史 | 18,69817,735 | +963+5.4% | $206.7 萬$233.9 萬 | +$10.6 萬 | 0.3%0.3% | −0.02 |
| GILDGilead Sciences, Inc. | 加碼歷史 | 27,32127,286 | +35+0.1% | $204.7 萬$210.2 萬 | +$2,622.34 | 0.3%0.2% | +0.01 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 14,22914,544 | −315−2.2% | $167.3 萬$155.9 萬 | −$3.70 萬 | 0.2%0.2% | +0.02 |
| ORCLOracle Corp | 減碼歷史 | 9,3989,410 | −12−0.1% | $99.5 萬$112.0 萬 | −$1,270.48 | 0.1%0.1% | −0.01 |
| RTXRTX Corp | 不變歷史 | 12,60112,601 | 00.0% | $90.6 萬$123.4 萬 | $0 | 0.1%0.1% | −0.03 |
| PNRPENTAIR plc | 減碼歷史 | 11,56911,982 | −413−3.4% | $74.9 萬$77.4 萬 | −$2.67 萬 | 0.1%0.1% | 0.00 |
| PLTRPalantir Technologies Inc. | 不變歷史 | 41,76841,768 | 00.0% | $66.8 萬$64.0 萬 | $0 | 0.1%0.1% | +0.01 |
| BAXBaxter International Inc | 減碼歷史 | 17,63119,468 | −1,837−9.4% | $66.5 萬$88.6 萬 | −$6.93 萬 | 0.1%0.1% | −0.02 |
| EBAYeBay Inc | 減碼歷史 | 13,29162,939 | −49,648−78.9% | $58.6 萬$281.2 萬 | −$218.9 萬 | 0.1%0.3% | −0.26 |
| CLColgate Palmolive Co | 減碼歷史 | 8,0638,188 | −125−1.5% | $57.3 萬$63.0 萬 | −$8,883.17 | 0.1%0.1% | 0.00 |
| RPMRPM International Inc | 減碼歷史 | 5,5476,702 | −1,155−17.2% | $52.5 萬$60.1 萬 | −$10.9 萬 | 0.1%0.1% | −0.01 |
| SYKStryker Corp | 不變歷史 | 1,9001,900 | 00.0% | $51.9 萬$57.9 萬 | $0 | 0.1%0.1% | 0.00 |
| WFCWells Fargo & Company | 加碼歷史 | 12,38211,617 | +765+6.6% | $50.5 萬$49.5 萬 | +$3.12 萬 | 0.1%0.1% | 0.00 |
| ADSKAutodesk, Inc. | 不變歷史 | 2,3062,306 | 00.0% | $47.7 萬$47.1 萬 | $0 | 0.1%0.1% | 0.00 |
| COPConocoPhillips | 不變歷史 | 3,4213,421 | 00.0% | $40.9 萬$35.4 萬 | $0 | 0.1%<0.1% | +0.01 |
| ORLYO Reilly Automotive Inc | 不變歷史 | 440440 | 00.0% | $39.9 萬$42.0 萬 | $0 | <0.1%<0.1% | 0.00 |
| SNYSanofi | 不變歷史 | 6,9156,915 | 00.0% | $37.0 萬$37.2 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。