Jacobs & Co
- SEC CIK
- 0001055544
- 最新申報
- 2026/7/8
2025 年第 2 季到 2025 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
- 4 檔
- 估計 +$146.3 萬
- 加碼
- 28 檔
- 估計 +$1,248 萬
- 減碼
- 68 檔
- 估計 −$1,618 萬
- 清倉
- 3 檔
- 估計 −$482.8 萬
總值從 $10.1 億變成 $10.5 億（+$3,748 萬 (+3.7%)），持股從 123 檔變成 124 檔（+1）。
2025 年第 3 季全部持倉2025 年第 2 季全部持倉
股數、市值、佔組合 % 每一格上面是 2025 年第 3 季，下面灰字是 2025 年第 2 季。兩季之間拆股的股票，2025 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 | 250,192254,468 | −4,276−1.7% | $6,371 萬$5,221 萬 | −$108.9 萬 | 6.1%5.2% | +0.91 |
| NVDANVIDIA Corp | 減碼歷史 | 310,045319,961 | −9,916−3.1% | $5,785 萬$5,055 萬 | −$185.0 萬 | 5.5%5.0% | +0.52 |
| MSFTMicrosoft Corp | 減碼歷史 | 86,81387,969 | −1,156−1.3% | $4,497 萬$4,376 萬 | −$59.9 萬 | 4.3%4.3% | −0.04 |
| METAMeta Platforms, Inc. | 減碼歷史 | 46,31547,306 | −991−2.1% | $3,401 萬$3,492 萬 | −$72.8 萬 | 3.3%3.5% | −0.21 |
| AMZNAmazon Com Inc | 減碼歷史 | 139,407140,770 | −1,363−1.0% | $3,061 萬$3,088 萬 | −$29.9 萬 | 2.9%3.1% | −0.14 |
| VVisa Inc. | 加碼歷史 | 82,36182,359 | +20.0% | $2,812 萬$2,924 萬 | +$682.75 | 2.7%2.9% | −0.21 |
| LLYEli Lilly & Co | 加碼歷史 | 31,36030,605 | +755+2.5% | $2,393 萬$2,386 萬 | +$57.6 萬 | 2.3%2.4% | −0.08 |
| COSTCostco Wholesale Corp | 減碼歷史 | 24,94625,120 | −174−0.7% | $2,309 萬$2,487 萬 | −$16.1 萬 | 2.2%2.5% | −0.26 |
| GOOGLAlphabet Inc. | 減碼歷史 | 92,73895,634 | −2,896−3.0% | $2,254 萬$1,685 萬 | −$70.4 萬 | 2.2%1.7% | +0.48 |
| GOOGAlphabet Inc. | 減碼歷史 | 90,04091,920 | −1,880−2.0% | $2,193 萬$1,631 萬 | −$45.8 萬 | 2.1%1.6% | +0.48 |
| HDHome Depot, Inc. | 減碼歷史 | 44,94145,220 | −279−0.6% | $1,821 萬$1,658 萬 | −$11.3 萬 | 1.7%1.6% | +0.10 |
| CATCaterpillar Inc | 減碼歷史 | 37,79038,862 | −1,072−2.8% | $1,803 萬$1,509 萬 | −$51.1 萬 | 1.7%1.5% | +0.23 |
| IBMInternational Business Machines Corp | 減碼歷史 | 63,50263,824 | −322−0.5% | $1,792 萬$1,881 萬 | −$9.09 萬 | 1.7%1.9% | −0.15 |
| AMDAdvanced Micro Devices Inc | 減碼歷史 | 100,243102,078 | −1,835−1.8% | $1,622 萬$1,448 萬 | −$29.7 萬 | 1.6%1.4% | +0.11 |
| QCOMQualcomm Inc | 減碼歷史 | 97,36898,526 | −1,158−1.2% | $1,620 萬$1,569 萬 | −$19.3 萬 | 1.5%1.6% | −0.01 |
| SCHWSchwab Charles Corp | 減碼歷史 | 159,285162,899 | −3,614−2.2% | $1,521 萬$1,486 萬 | −$34.5 萬 | 1.5%1.5% | −0.02 |
| ADPAutomatic Data Processing Inc | 減碼歷史 | 50,96651,674 | −708−1.4% | $1,496 萬$1,594 萬 | −$20.8 萬 | 1.4%1.6% | −0.15 |
| AMATApplied Materials Inc | 減碼歷史 | 72,69173,126 | −435−0.6% | $1,488 萬$1,339 萬 | −$8.91 萬 | 1.4%1.3% | +0.10 |
| UNPUnion Pacific Corp | 加碼歷史 | 61,70160,102 | +1,599+2.7% | $1,458 萬$1,383 萬 | +$37.8 萬 | 1.4%1.4% | +0.02 |
| ZTSZoetis Inc. | 加碼歷史 | 99,13297,926 | +1,206+1.2% | $1,450 萬$1,527 萬 | +$17.6 萬 | 1.4%1.5% | −0.13 |
| CMICummins Inc | 減碼歷史 | 34,02734,843 | −816−2.3% | $1,437 萬$1,141 萬 | −$34.5 萬 | 1.4%1.1% | +0.24 |
| CSXCSX Corp | 減碼歷史 | 403,837406,338 | −2,501−0.6% | $1,434 萬$1,326 萬 | −$8.88 萬 | 1.4%1.3% | +0.06 |
| DEDeere & Co | 減碼歷史 | 30,74230,982 | −240−0.8% | $1,406 萬$1,575 萬 | −$11.0 萬 | 1.3%1.6% | −0.22 |
| ABBVAbbVie Inc. | 減碼歷史 | 60,10061,639 | −1,539−2.5% | $1,392 萬$1,144 萬 | −$35.6 萬 | 1.3%1.1% | +0.20 |
| SBUXStarbucks Corp | 加碼歷史 | 162,393161,034 | +1,359+0.8% | $1,374 萬$1,476 萬 | +$11.5 萬 | 1.3%1.5% | −0.15 |
| HONHoneywell International Inc | 加碼歷史 | 63,59762,484 | +1,113+1.8% | $1,339 萬$1,455 萬 | +$23.4 萬 | 1.3%1.4% | −0.16 |
| PEPPepsiCo Inc | 加碼歷史 | 94,70589,791 | +4,914+5.5% | $1,330 萬$1,186 萬 | +$69.0 萬 | 1.3%1.2% | +0.10 |
| ENBEnbridge Inc | 加碼歷史 | 261,532260,441 | +1,091+0.4% | $1,320 萬$1,180 萬 | +$5.50 萬 | 1.3%1.2% | +0.09 |
| DISWalt Disney Co | 減碼歷史 | 114,273115,471 | −1,198−1.0% | $1,308 萬$1,432 萬 | −$13.7 萬 | 1.3%1.4% | −0.17 |
| MCDMcDonalds Corp | 減碼歷史 | 42,36742,787 | −420−1.0% | $1,288 萬$1,250 萬 | −$12.8 萬 | 1.2%1.2% | −0.01 |
| AMGNAmgen Inc | 加碼歷史 | 45,05943,981 | +1,078+2.5% | $1,272 萬$1,228 萬 | +$30.4 萬 | 1.2%1.2% | 0.00 |
| ADBEAdobe Inc. | 減碼歷史 | 35,86738,262 | −2,395−6.3% | $1,265 萬$1,480 萬 | −$84.5 萬 | 1.2%1.5% | −0.26 |
| BABoeing Co | 加碼歷史 | 58,39058,131 | +259+0.4% | $1,260 萬$1,218 萬 | +$5.59 萬 | 1.2%1.2% | 0.00 |
| SNPSSynopsys Inc | 加碼歷史 | 24,56724,179 | +388+1.6% | $1,212 萬$1,240 萬 | +$19.1 萬 | 1.2%1.2% | −0.07 |
| AXPAmerican Express Co | 減碼歷史 | 35,02635,614 | −588−1.7% | $1,163 萬$1,136 萬 | −$19.5 萬 | 1.1%1.1% | −0.01 |
| FDXFedEx Corp | 加碼歷史 | 48,57148,000 | +571+1.2% | $1,145 萬$1,091 萬 | +$13.5 萬 | 1.1%1.1% | +0.01 |
| NKENIKE, Inc. | 加碼歷史 | 162,008159,138 | +2,870+1.8% | $1,130 萬$1,131 萬 | +$20.0 萬 | 1.1%1.1% | −0.04 |
| EAElectronic Arts Inc. | 減碼歷史 | 54,26757,662 | −3,395−5.9% | $1,095 萬$920.8 萬 | −$68.5 萬 | 1.0%0.9% | +0.13 |
| SYYSysco Corp | 減碼歷史 | 127,108128,831 | −1,723−1.3% | $1,047 萬$975.7 萬 | −$14.2 萬 | 1.0%1.0% | +0.03 |
| ROKRockwell Automation, Inc | 減碼歷史 | 29,36930,392 | −1,023−3.4% | $1,027 萬$1,010 萬 | −$35.8 萬 | 1.0%1.0% | −0.02 |
| INTUIntuit Inc. | 減碼歷史 | 14,35014,441 | −91−0.6% | $979.9 萬$1,137 萬 | −$6.21 萬 | 0.9%1.1% | −0.19 |
| NOWServiceNow, Inc. | 加碼歷史 | 10,4369,425 | +1,011+10.7% | $960.4 萬$968.9 萬 | +$93.0 萬 | 0.9%1.0% | −0.04 |
| JNJJohnson & Johnson | 減碼歷史 | 51,63952,120 | −481−0.9% | $957.5 萬$796.1 萬 | −$8.92 萬 | 0.9%0.8% | +0.13 |
| MRKMerck & Co., Inc. | 減碼歷史 | 109,298111,007 | −1,709−1.5% | $917.3 萬$878.7 萬 | −$14.3 萬 | 0.9%0.9% | +0.01 |
| HUBBHubbell Inc | 加碼歷史 | 21,24921,060 | +189+0.9% | $914.3 萬$860.1 萬 | +$8.13 萬 | 0.9%0.9% | +0.02 |
| PANWPalo Alto Networks Inc | 加碼歷史 | 43,31731,029 | +12,288+39.6% | $882.0 萬$634.9 萬 | +$250.2 萬 | 0.8%0.6% | +0.21 |
| EWEdwards Lifesciences Corp | 減碼歷史 | 112,665118,312 | −5,647−4.8% | $876.1 萬$925.3 萬 | −$43.9 萬 | 0.8%0.9% | −0.08 |
| CRMSalesforce, Inc. | 加碼歷史 | 36,93332,934 | +3,999+12.1% | $875.3 萬$898.0 萬 | +$94.8 萬 | 0.8%0.9% | −0.05 |
| CARRCarrier Global Corp | 加碼歷史 | 145,929133,199 | +12,730+9.6% | $871.1 萬$974.8 萬 | +$76.0 萬 | 0.8%1.0% | −0.13 |
| CRWDCrowdStrike Holdings, Inc. | 加碼歷史 | 17,74217,411 | +331+1.9% | $870.0 萬$886.7 萬 | +$16.2 萬 | 0.8%0.9% | −0.05 |
| YUMYum Brands Inc | 加碼歷史 | 57,24156,726 | +515+0.9% | $870.0 萬$840.5 萬 | +$7.83 萬 | 0.8%0.8% | 0.00 |
| TMOThermo Fisher Scientific Inc. | 加碼歷史 | 17,72817,507 | +221+1.3% | $859.8 萬$709.8 萬 | +$10.7 萬 | 0.8%0.7% | +0.12 |
| MKCMcCormick & Co Inc | 減碼歷史 | 125,950131,960 | −6,010−4.6% | $842.7 萬$1,001 萬 | −$40.2 萬 | 0.8%1.0% | −0.19 |
| FISVFiserv Inc | 加碼歷史 | 63,69853,993 | +9,705+18.0% | $821.2 萬$930.8 萬 | +$125.1 萬 | 0.8%0.9% | −0.14 |
| ABTAbbott Laboratories | 加碼歷史 | 60,73960,002 | +737+1.2% | $813.5 萬$816.0 萬 | +$9.87 萬 | 0.8%0.8% | −0.03 |
| BKNGBooking Holdings Inc. | 減碼歷史 | 1,4711,479 | −8−0.5% | $794.2 萬$856.2 萬 | −$4.32 萬 | 0.8%0.8% | −0.09 |
| WMTWalmart Inc. | 減碼歷史 | 75,20475,970 | −766−1.0% | $775.0 萬$742.8 萬 | −$7.89 萬 | 0.7%0.7% | 0.00 |
| CMGChipotle Mexican Grill Inc | 加碼歷史 | 185,494154,711 | +30,783+19.9% | $726.9 萬$868.7 萬 | +$120.6 萬 | 0.7%0.9% | −0.17 |
| LHLabcorp Holdings Inc. | 減碼歷史 | 24,19924,552 | −353−1.4% | $694.6 萬$644.5 萬 | −$10.1 萬 | 0.7%0.6% | +0.03 |
| AMTAmerican Tower Corp | 加碼歷史 | 35,72035,248 | +472+1.3% | $686.9 萬$779.0 萬 | +$9.08 萬 | 0.7%0.8% | −0.12 |
| MDLZMondelez International, Inc. | 減碼歷史 | 103,536110,106 | −6,570−6.0% | $646.7 萬$742.5 萬 | −$41.0 萬 | 0.6%0.7% | −0.12 |
| NXPINXP Semiconductors N.V. | 加碼歷史 | 26,45525,730 | +725+2.8% | $602.4 萬$562.1 萬 | +$16.5 萬 | 0.6%0.6% | +0.02 |
| REGNRegeneron Pharmaceuticals, Inc. | 減碼歷史 | 10,16210,294 | −132−1.3% | $571.3 萬$540.4 萬 | −$7.42 萬 | 0.5%0.5% | +0.01 |
| BRK.BBerkshire Hathaway Inc | 減碼歷史 | 11,33511,365 | −30−0.3% | $569.8 萬$552.0 萬 | −$1.51 萬 | 0.5%0.5% | 0.00 |
| PGProcter & Gamble Co | 減碼歷史 | 36,64438,343 | −1,699−4.4% | $563.0 萬$610.8 萬 | −$26.1 萬 | 0.5%0.6% | −0.07 |
| DTEGYDeutsche Telekom AG | 減碼歷史 | 162,684164,764 | −2,080−1.3% | $555.5 萬$602.8 萬 | −$7.10 萬 | 0.5%0.6% | −0.07 |
| CSCOCisco Systems, Inc. | 減碼歷史 | 80,67482,356 | −1,682−2.0% | $551.9 萬$571.3 萬 | −$11.5 萬 | 0.5%0.6% | −0.04 |
| ULUnilever PLC | 減碼歷史 | 82,41384,353 | −1,940−2.3% | $488.5 萬$515.9 萬 | −$11.5 萬 | 0.5%0.5% | −0.04 |
| PFEPfizer Inc | 減碼歷史 | 183,566192,581 | −9,015−4.7% | $467.7 萬$466.8 萬 | −$23.0 萬 | 0.4%0.5% | −0.02 |
| BDXBecton Dickinson & Co | 減碼歷史 | 24,84124,920 | −79−0.3% | $464.9 萬$429.2 萬 | −$1.48 萬 | 0.4%0.4% | +0.02 |
| SNASnap-on Inc | 減碼歷史 | 13,22013,230 | −10−0.1% | $458.1 萬$411.6 萬 | −$3,465.2 | 0.4%0.4% | +0.03 |
| KVUEKenvue Inc. | 加碼歷史 | 253,617193,032 | +60,585+31.4% | $411.6 萬$404.0 萬 | +$98.3 萬 | 0.4%0.4% | −0.01 |
| GLWCorning Inc | 減碼歷史 | 49,40852,238 | −2,830−5.4% | $405.2 萬$274.7 萬 | −$23.2 萬 | 0.4%0.3% | +0.12 |
| KOCoca Cola Co | 減碼歷史 | 57,59563,005 | −5,410−8.6% | $381.9 萬$445.7 萬 | −$35.9 萬 | 0.4%0.4% | −0.08 |
| WTSWatts Water Technologies Inc | 減碼歷史 | 13,53313,813 | −280−2.0% | $377.9 萬$339.6 萬 | −$7.82 萬 | 0.4%0.3% | +0.02 |
| ORCLOracle Corp | 減碼歷史 | 12,34412,379 | −35−0.3% | $347.1 萬$270.6 萬 | −$9,841.62 | 0.3%0.3% | +0.06 |
| CVXChevron Corp | 減碼歷史 | 21,71922,234 | −515−2.3% | $337.2 萬$318.3 萬 | −$8.00 萬 | 0.3%0.3% | +0.01 |
| EMREmerson Electric Co | 不變歷史 | 21,37521,375 | 00.0% | $280.3 萬$284.9 萬 | $0 | 0.3%0.3% | −0.01 |
| TSLATesla, Inc. | 減碼歷史 | 4,6285,007 | −379−7.6% | $205.8 萬$159.0 萬 | −$16.9 萬 | 0.2%0.2% | +0.04 |
| INTCIntel Corp | 減碼歷史 | 51,60852,208 | −600−1.1% | $173.1 萬$116.9 萬 | −$2.01 萬 | 0.2%0.1% | +0.05 |
| RTXRTX Corp | 不變歷史 | 10,29910,299 | 00.0% | $172.3 萬$150.3 萬 | $0 | 0.2%0.1% | +0.02 |
| PYPLPayPal Holdings, Inc. | 減碼歷史 | 24,09126,156 | −2,065−7.9% | $161.5 萬$194.3 萬 | −$13.8 萬 | 0.2%0.2% | −0.04 |
| XOMExxonMobil Holdings Corp | 不變歷史 | 10,45410,454 | 00.0% | $117.8 萬$112.6 萬 | $0 | 0.1%0.1% | 0.00 |
| ABNBAirbnb, Inc. | 減碼歷史 | 9,0639,086 | −23−0.3% | $110.0 萬$120.2 萬 | −$2,791.57 | 0.1%0.1% | −0.01 |
| PNRPENTAIR plc | 減碼歷史 | 9,90110,416 | −515−4.9% | $109.6 萬$106.9 萬 | −$5.70 萬 | 0.1%0.1% | 0.00 |
| PLTRPalantir Technologies Inc. | 減碼歷史 | 5,4439,443 | −4,000−42.4% | $99.2 萬$128.7 萬 | −$72.9 萬 | 0.1%0.1% | −0.03 |
| ANETArista Networks, Inc. | 新進歷史 | 5,6830 | +5,683 | $82.8 萬$0 | +$82.8 萬 | 0.1%0.0% | +0.08 |
| WFCWells Fargo & Company | 減碼歷史 | 9,16210,042 | −880−8.8% | $76.7 萬$80.4 萬 | −$7.37 萬 | 0.1%0.1% | −0.01 |
| JPMJPMorgan Chase & Co | 不變歷史 | 2,4242,424 | 00.0% | $76.4 萬$70.2 萬 | $0 | 0.1%0.1% | 0.00 |
| TGTTarget Corp | 減碼歷史 | 8,3069,011 | −705−7.8% | $74.5 萬$88.8 萬 | −$6.32 萬 | 0.1%0.1% | −0.02 |
| ORLYO Reilly Automotive Inc | 不變歷史 | 6,6006,600 | 00.0% | $71.1 萬$59.4 萬 | $0 | 0.1%0.1% | +0.01 |
| ADSKAutodesk, Inc. | 減碼歷史 | 2,2362,260 | −24−1.1% | $71.0 萬$69.9 萬 | −$7,620.75 | 0.1%0.1% | 0.00 |
| VZVerizon Communications Inc | 減碼歷史 | 14,49814,598 | −100−0.7% | $63.7 萬$63.1 萬 | −$4,393.71 | 0.1%0.1% | 0.00 |
| CLColgate Palmolive Co | 減碼歷史 | 7,4387,938 | −500−6.3% | $59.4 萬$72.1 萬 | −$3.99 萬 | 0.1%0.1% | −0.01 |
| GILDGilead Sciences, Inc. | 減碼歷史 | 4,5504,575 | −25−0.5% | $50.5 萬$50.7 萬 | −$2,774.73 | <0.1%0.1% | 0.00 |
| MSIMotorola Solutions, Inc. | 不變歷史 | 1,1031,103 | 00.0% | $50.4 萬$46.3 萬 | $0 | <0.1%<0.1% | 0.00 |
| NVTnVent Electric plc | 不變歷史 | 5,0125,012 | 00.0% | $49.4 萬$36.7 萬 | $0 | <0.1%<0.1% | +0.01 |
| Schwab International Equity ETF808524805 | 不變– | 19,36219,362 | 00.0% | $45.0 萬$42.7 萬 | $0 | <0.1%<0.1% | 0.00 |
| RPMRPM International Inc | 不變歷史 | 3,7903,790 | 00.0% | $44.6 萬$41.6 萬 | $0 | <0.1%<0.1% | 0.00 |
| Schwab U.S. Broad Market ETF808524102 | 減碼– | 16,44216,592 | −150−0.9% | $42.2 萬$39.5 萬 | −$3,849.9 | <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。