Jacobs & Co
- SEC CIK
- 0001055544
- 最新申報
- 2026/7/8
2024 年第 2 季到 2024 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
- 7 檔
- 估計 +$2,460 萬
- 加碼
- 41 檔
- 估計 +$1,633 萬
- 減碼
- 64 檔
- 估計 −$3,427 萬
- 清倉
- 1 檔
- 估計 −$35.3 萬
總值從 $9.54 億變成 $10.0 億（+$4,592 萬 (+4.8%)），持股從 120 檔變成 126 檔（+6）。
2024 年第 3 季全部持倉2024 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2024 年第 3 季，下面灰字是 2024 年第 2 季。兩季之間拆股的股票，2024 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 | 255,170259,373 | −4,203−1.6% | $5,945 萬$5,463 萬 | −$97.9 萬 | 5.9%5.7% | +0.22 |
| NVDANVIDIA Corp | 加碼歷史 | 345,899344,454 | +1,445+0.4% | $4,201 萬$4,255 萬 | +$17.5 萬 | 4.2%4.5% | −0.26 |
| MSFTMicrosoft Corp | 加碼歷史 | 96,02195,141 | +880+0.9% | $4,132 萬$4,252 萬 | +$37.9 萬 | 4.1%4.5% | −0.33 |
| METAMeta Platforms, Inc. | 減碼歷史 | 52,98553,858 | −873−1.6% | $3,033 萬$2,716 萬 | −$50.0 萬 | 3.0%2.8% | +0.19 |
| AMZNAmazon Com Inc | 減碼歷史 | 147,524148,174 | −650−0.4% | $2,749 萬$2,863 萬 | −$12.1 萬 | 2.7%3.0% | −0.25 |
| COSTCostco Wholesale Corp | 減碼歷史 | 27,21428,335 | −1,121−4.0% | $2,413 萬$2,409 萬 | −$99.4 萬 | 2.4%2.5% | −0.11 |
| VVisa Inc. | 加碼歷史 | 86,51985,752 | +767+0.9% | $2,379 萬$2,251 萬 | +$21.1 萬 | 2.4%2.4% | +0.02 |
| LLYEli Lilly & Co | 減碼歷史 | 21,74521,976 | −231−1.1% | $1,927 萬$1,990 萬 | −$20.5 萬 | 1.9%2.1% | −0.16 |
| ADBEAdobe Inc. | 加碼歷史 | 36,11735,983 | +134+0.4% | $1,870 萬$1,999 萬 | +$6.94 萬 | 1.9%2.1% | −0.23 |
| ZTSZoetis Inc. | 加碼歷史 | 95,16293,898 | +1,264+1.3% | $1,859 萬$1,628 萬 | +$24.7 萬 | 1.9%1.7% | +0.15 |
| HDHome Depot, Inc. | 減碼歷史 | 45,56845,680 | −112−0.2% | $1,846 萬$1,573 萬 | −$4.54 萬 | 1.8%1.6% | +0.20 |
| QCOMQualcomm Inc | 加碼歷史 | 99,44597,397 | +2,048+2.1% | $1,691 萬$1,940 萬 | +$34.8 萬 | 1.7%2.0% | −0.34 |
| SBUXStarbucks Corp | 加碼歷史 | 169,132161,318 | +7,814+4.8% | $1,649 萬$1,256 萬 | +$76.2 萬 | 1.6%1.3% | +0.33 |
| GOOGAlphabet Inc. | 減碼歷史 | 95,68195,816 | −135−0.1% | $1,600 萬$1,757 萬 | −$2.26 萬 | 1.6%1.8% | −0.24 |
| GOOGLAlphabet Inc. | 加碼歷史 | 95,51293,850 | +1,662+1.8% | $1,584 萬$1,709 萬 | +$27.6 萬 | 1.6%1.8% | −0.21 |
| CATCaterpillar Inc | 加碼歷史 | 40,23140,016 | +215+0.5% | $1,574 萬$1,333 萬 | +$8.41 萬 | 1.6%1.4% | +0.18 |
| IBMInternational Business Machines Corp | 減碼歷史 | 71,01473,852 | −2,838−3.8% | $1,570 萬$1,277 萬 | −$62.7 萬 | 1.6%1.3% | +0.23 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 56,10357,263 | −1,160−2.0% | $1,553 萬$1,367 萬 | −$32.1 萬 | 1.6%1.4% | +0.12 |
| UNPUnion Pacific Corp | 減碼歷史 | 60,41360,416 | −30.0% | $1,489 萬$1,367 萬 | −$739.41 | 1.5%1.4% | +0.06 |
| AMGNAmgen Inc | 減碼歷史 | 44,07844,890 | −812−1.8% | $1,420 萬$1,403 萬 | −$26.2 萬 | 1.4%1.5% | −0.05 |
| PEPPepsiCo Inc | 加碼歷史 | 82,08881,599 | +489+0.6% | $1,396 萬$1,346 萬 | +$8.32 萬 | 1.4%1.4% | −0.01 |
| DEDeere & Co | 加碼歷史 | 33,22930,917 | +2,312+7.5% | $1,387 萬$1,155 萬 | +$96.5 萬 | 1.4%1.2% | +0.18 |
| CSXCSX Corp | 加碼歷史 | 399,059381,716 | +17,343+4.5% | $1,378 萬$1,277 萬 | +$59.9 萬 | 1.4%1.3% | +0.04 |
| NKENIKE, Inc. | 加碼歷史 | 150,818138,941 | +11,877+8.5% | $1,333 萬$1,047 萬 | +$105.0 萬 | 1.3%1.1% | +0.24 |
| AMATApplied Materials Inc | 加碼歷史 | 65,98364,841 | +1,142+1.8% | $1,333 萬$1,530 萬 | +$23.1 萬 | 1.3%1.6% | −0.27 |
| HONHoneywell International Inc | 加碼歷史 | 63,85162,515 | +1,336+2.1% | $1,320 萬$1,335 萬 | +$27.6 萬 | 1.3%1.4% | −0.08 |
| MCDMcDonalds Corp | 加碼歷史 | 43,23841,166 | +2,072+5.0% | $1,317 萬$1,049 萬 | +$63.1 萬 | 1.3%1.1% | +0.22 |
| AMDAdvanced Micro Devices Inc | 新進歷史 | 78,6260 | +78,626 | $1,290 萬$0 | +$1,290 萬 | 1.3%0.0% | +1.29 |
| FDXFedEx Corp | 加碼歷史 | 45,98945,809 | +180+0.4% | $1,259 萬$1,374 萬 | +$4.93 萬 | 1.3%1.4% | −0.18 |
| MRKMerck & Co., Inc. | 加碼歷史 | 108,890102,483 | +6,407+6.3% | $1,237 萬$1,269 萬 | +$72.8 萬 | 1.2%1.3% | −0.09 |
| MKCMcCormick & Co Inc | 減碼歷史 | 146,665150,507 | −3,842−2.6% | $1,207 萬$1,068 萬 | −$31.6 萬 | 1.2%1.1% | +0.09 |
| ABBVAbbVie Inc. | 減碼歷史 | 60,92661,845 | −919−1.5% | $1,203 萬$1,061 萬 | −$18.1 萬 | 1.2%1.1% | +0.09 |
| UPSUnited Parcel Service Inc | 加碼歷史 | 88,05586,074 | +1,981+2.3% | $1,201 萬$1,178 萬 | +$27.0 萬 | 1.2%1.2% | −0.03 |
| CMICummins Inc | 減碼歷史 | 36,68937,211 | −522−1.4% | $1,188 萬$1,030 萬 | −$16.9 萬 | 1.2%1.1% | +0.11 |
| ENBEnbridge Inc | 減碼歷史 | 279,585285,012 | −5,427−1.9% | $1,135 萬$1,014 萬 | −$22.0 萬 | 1.1%1.1% | +0.07 |
| SCHWSchwab Charles Corp | 加碼歷史 | 172,664162,019 | +10,645+6.6% | $1,119 萬$1,194 萬 | +$69.0 萬 | 1.1%1.3% | −0.13 |
| DISWalt Disney Co | 加碼歷史 | 115,921110,317 | +5,604+5.1% | $1,115 萬$1,095 萬 | +$53.9 萬 | 1.1%1.1% | −0.03 |
| BDXBecton Dickinson & Co | 減碼歷史 | 43,81247,907 | −4,095−8.5% | $1,056 萬$1,120 萬 | −$98.7 萬 | 1.1%1.2% | −0.12 |
| SNPSSynopsys Inc | 新進歷史 | 20,8420 | +20,842 | $1,055 萬$0 | +$1,055 萬 | 1.1%0.0% | +1.06 |
| AXPAmerican Express Co | 減碼歷史 | 38,31239,705 | −1,393−3.5% | $1,039 萬$919.3 萬 | −$37.8 萬 | 1.0%1.0% | +0.08 |
| SYYSysco Corp | 加碼歷史 | 130,836126,637 | +4,199+3.3% | $1,021 萬$904.0 萬 | +$32.8 萬 | 1.0%0.9% | +0.07 |
| HUBBHubbell Inc | 減碼歷史 | 22,88723,207 | −320−1.4% | $980.3 萬$848.1 萬 | −$13.7 萬 | 1.0%0.9% | +0.09 |
| STZConstellation Brands, Inc. | 加碼歷史 | 37,62536,075 | +1,550+4.3% | $969.5 萬$928.1 萬 | +$39.9 萬 | 1.0%1.0% | 0.00 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 9,1279,417 | −290−3.1% | $959.4 萬$989.7 萬 | −$30.5 萬 | 1.0%1.0% | −0.08 |
| JNJJohnson & Johnson | 減碼歷史 | 56,39057,274 | −884−1.5% | $913.8 萬$837.1 萬 | −$14.3 萬 | 0.9%0.9% | +0.04 |
| BABoeing Co | 減碼歷史 | 59,79260,428 | −636−1.1% | $909.0 萬$1,100 萬 | −$9.67 萬 | 0.9%1.2% | −0.24 |
| MDLZMondelez International, Inc. | 加碼歷史 | 119,136111,282 | +7,854+7.1% | $877.6 萬$728.2 萬 | +$57.9 萬 | 0.9%0.8% | +0.11 |
| EAElectronic Arts Inc. | 加碼歷史 | 59,23157,443 | +1,788+3.1% | $849.6 萬$800.3 萬 | +$25.6 萬 | 0.8%0.8% | +0.01 |
| TMOThermo Fisher Scientific Inc. | 減碼歷史 | 13,73313,894 | −161−1.2% | $849.4 萬$768.3 萬 | −$9.96 萬 | 0.8%0.8% | +0.04 |
| YUMYum Brands Inc | 加碼歷史 | 60,53657,546 | +2,990+5.2% | $845.7 萬$762.2 萬 | +$41.8 萬 | 0.8%0.8% | +0.05 |
| PFEPfizer Inc | 減碼歷史 | 288,362321,460 | −33,098−10.3% | $834.5 萬$899.4 萬 | −$95.8 萬 | 0.8%0.9% | −0.11 |
| FISVFiserv Inc | 減碼歷史 | 46,26448,744 | −2,480−5.1% | $831.1 萬$726.4 萬 | −$44.6 萬 | 0.8%0.8% | +0.07 |
| EWEdwards Lifesciences Corp | 加碼歷史 | 122,900113,021 | +9,879+8.7% | $811.0 萬$1,044 萬 | +$65.2 萬 | 0.8%1.1% | −0.28 |
| INTUIntuit Inc. | 加碼歷史 | 12,98912,243 | +746+6.1% | $806.6 萬$804.6 萬 | +$46.3 萬 | 0.8%0.8% | −0.04 |
| NOWServiceNow, Inc. | 減碼歷史 | 9,0169,061 | −45−0.5% | $806.3 萬$712.8 萬 | −$4.02 萬 | 0.8%0.7% | +0.06 |
| ROKRockwell Automation, Inc | 加碼歷史 | 29,96621,769 | +8,197+37.7% | $804.4 萬$599.2 萬 | +$220.0 萬 | 0.8%0.6% | +0.18 |
| ABTAbbott Laboratories | 減碼歷史 | 66,75668,012 | −1,256−1.8% | $761.0 萬$706.7 萬 | −$14.3 萬 | 0.8%0.7% | +0.02 |
| PGProcter & Gamble Co | 減碼歷史 | 42,35943,717 | −1,358−3.1% | $733.6 萬$720.9 萬 | −$23.5 萬 | 0.7%0.8% | −0.02 |
| WMTWalmart Inc. | 減碼歷史 | 83,80689,338 | −5,532−6.2% | $676.7 萬$604.9 萬 | −$44.7 萬 | 0.7%0.6% | +0.04 |
| BKNGBooking Holdings Inc. | 加碼歷史 | 1,6041,577 | +27+1.7% | $675.6 萬$624.7 萬 | +$11.4 萬 | 0.7%0.7% | +0.02 |
| KOCoca Cola Co | 減碼歷史 | 92,497117,757 | −25,260−21.5% | $664.6 萬$749.5 萬 | −$181.5 萬 | 0.7%0.8% | −0.12 |
| ULUnilever PLC | 減碼歷史 | 96,819101,770 | −4,951−4.9% | $628.9 萬$559.6 萬 | −$32.2 萬 | 0.6%0.6% | +0.04 |
| CMGChipotle Mexican Grill Inc | 加碼歷史 | 103,45092,600 | +10,850+11.7% | $596.0 萬$580.1 萬 | +$62.5 萬 | 0.6%0.6% | −0.01 |
| NXPINXP Semiconductors N.V. | 減碼歷史 | 24,58424,662 | −78−0.3% | $590.0 萬$663.6 萬 | −$1.87 萬 | 0.6%0.7% | −0.11 |
| DTEGYDeutsche Telekom AG | 減碼歷史 | 198,039202,269 | −4,230−2.1% | $582.8 萬$509.5 萬 | −$12.4 萬 | 0.6%0.5% | +0.05 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 12,59212,851 | −259−2.0% | $579.5 萬$522.7 萬 | −$11.9 萬 | 0.6%0.5% | +0.03 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 108,308232,542 | −124,234−53.4% | $576.4 萬$1,105 萬 | −$661.2 萬 | 0.6%1.2% | −0.58 |
| LHLabcorp Holdings Inc. | 加碼歷史 | 25,19324,643 | +550+2.2% | $563.0 萬$501.5 萬 | +$12.3 萬 | 0.6%0.5% | +0.04 |
| AMTAmerican Tower Corp | 加碼歷史 | 23,24522,981 | +264+1.1% | $540.5 萬$446.7 萬 | +$6.14 萬 | 0.5%0.5% | +0.07 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 19,00316,200 | +2,803+17.3% | $532.9 萬$620.7 萬 | +$78.6 萬 | 0.5%0.7% | −0.12 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 14,17013,710 | +460+3.4% | $484.3 萬$464.7 萬 | +$15.7 萬 | 0.5%0.5% | 0.00 |
| KVUEKenvue Inc. | 減碼歷史 | 187,471200,196 | −12,725−6.4% | $433.6 萬$363.9 萬 | −$29.4 萬 | 0.4%0.4% | +0.05 |
| SNASnap-on Inc | 不變歷史 | 13,76213,762 | 00.0% | $398.6 萬$359.7 萬 | $0 | 0.4%0.4% | +0.02 |
| GSKGSK plc | 減碼歷史 | 96,753139,243 | −42,490−30.5% | $395.5 萬$536.0 萬 | −$173.7 萬 | 0.4%0.6% | −0.17 |
| CVXChevron Corp | 減碼歷史 | 23,40924,069 | −660−2.7% | $344.7 萬$376.5 萬 | −$9.72 萬 | 0.3%0.4% | −0.05 |
| TGTTarget Corp | 加碼歷史 | 21,13820,078 | +1,060+5.3% | $329.4 萬$297.2 萬 | +$16.5 萬 | 0.3%0.3% | +0.02 |
| WTSWatts Water Technologies Inc | 減碼歷史 | 14,66714,952 | −285−1.9% | $303.8 萬$274.1 萬 | −$5.90 萬 | 0.3%0.3% | +0.02 |
| GLWCorning Inc | 減碼歷史 | 58,10873,413 | −15,305−20.8% | $262.3 萬$285.2 萬 | −$69.1 萬 | 0.3%0.3% | −0.04 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 31,56849,042 | −17,474−35.6% | $246.3 萬$284.5 萬 | −$136.3 萬 | 0.2%0.3% | −0.05 |
| TSLATesla, Inc. | 減碼歷史 | 9,26410,194 | −930−9.1% | $242.3 萬$201.7 萬 | −$24.3 萬 | 0.2%0.2% | +0.03 |
| EMREmerson Electric Co | 減碼歷史 | 21,85522,091 | −236−1.1% | $239.0 萬$243.3 萬 | −$2.58 萬 | 0.2%0.3% | −0.02 |
| XOMExxonMobil Holdings Corp | 減碼歷史 | 13,13913,439 | −300−2.2% | $154.0 萬$154.7 萬 | −$3.52 萬 | 0.2%0.2% | −0.01 |
| ZBHZimmer Biomet Holdings, Inc. | 減碼歷史 | 13,76720,242 | −6,475−32.0% | $148.6 萬$219.6 萬 | −$69.9 萬 | 0.1%0.2% | −0.08 |
| ABNBAirbnb, Inc. | 不變歷史 | 11,08611,086 | 00.0% | $140.5 萬$168.0 萬 | $0 | 0.1%0.2% | −0.04 |
| ORCLOracle Corp | 減碼歷史 | 8,1218,136 | −15−0.2% | $138.3 萬$114.8 萬 | −$2,554.49 | 0.1%0.1% | +0.02 |
| INTCIntel Corp | 減碼歷史 | 54,412292,080 | −237,668−81.4% | $127.6 萬$904.5 萬 | −$557.3 萬 | 0.1%0.9% | −0.82 |
| RTXRTX Corp | 減碼歷史 | 10,35612,456 | −2,100−16.9% | $125.4 萬$125.0 萬 | −$25.4 萬 | 0.1%0.1% | −0.01 |
| MDTMedtronic plc | 減碼歷史 | 12,51621,759 | −9,243−42.5% | $112.6 萬$171.2 萬 | −$83.2 萬 | 0.1%0.2% | −0.07 |
| PNRPENTAIR plc | 減碼歷史 | 10,65911,534 | −875−7.6% | $104.2 萬$88.4 萬 | −$8.55 萬 | 0.1%0.1% | +0.01 |
| CLColgate Palmolive Co | 不變歷史 | 7,9387,938 | 00.0% | $82.4 萬$77.0 萬 | $0 | 0.1%0.1% | 0.00 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 21,76831,768 | −10,000−31.5% | $80.9 萬$80.4 萬 | −$37.2 萬 | 0.1%0.1% | 0.00 |
| VZVerizon Communications Inc | 減碼歷史 | 16,61334,189 | −17,576−51.4% | $74.6 萬$140.9 萬 | −$78.9 萬 | 0.1%0.1% | −0.07 |
| ANETArista Networks, Inc. | 加碼歷史 | 1,6621,412 | +250+17.7% | $63.7 萬$49.4 萬 | +$9.58 萬 | 0.1%0.1% | +0.01 |
| ADSKAutodesk, Inc. | 不變歷史 | 2,2602,260 | 00.0% | $62.2 萬$55.9 萬 | $0 | 0.1%0.1% | 0.00 |
| WFCWells Fargo & Company | 減碼歷史 | 10,04210,242 | −200−2.0% | $56.7 萬$60.8 萬 | −$1.13 萬 | 0.1%0.1% | −0.01 |
| MSIMotorola Solutions, Inc. | 不變歷史 | 1,1531,153 | 00.0% | $51.8 萬$44.5 萬 | $0 | 0.1%<0.1% | +0.01 |
| JPMJPMorgan Chase & Co | 加碼歷史 | 2,4242,124 | +300+14.1% | $51.1 萬$42.9 萬 | +$6.32 萬 | 0.1%<0.1% | +0.01 |
| ORLYO Reilly Automotive Inc | 不變歷史 | 440440 | 00.0% | $50.6 萬$46.4 萬 | $0 | 0.1%<0.1% | 0.00 |
| GILDGilead Sciences, Inc. | 減碼歷史 | 5,74510,622 | −4,877−45.9% | $48.1 萬$72.8 萬 | −$40.8 萬 | <0.1%0.1% | −0.03 |
| RPMRPM International Inc | 減碼歷史 | 3,8203,990 | −170−4.3% | $46.2 萬$42.9 萬 | −$2.06 萬 | <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。