JACOBS LEVY EQUITY MANAGEMENT, INC
FLORHAM PARK NJ · SEC CIK 0000884414
$237.88亿2026Q1 申报市值
953持仓数
25.0%前十大占比 · 第一大 6.1%
139 / 120新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
GOOG 加仓+$2.67亿
MU 加仓+$1.84亿
TXN 新建仓+$1.66亿
LVS 加仓+$1.29亿
SF 新建仓+$1.01亿
2026Q1 卖出最多 按季末市值估算
LRCX 减仓-$2.71亿
ORLY 减仓-$2.37亿
FIX 减仓-$2.37亿
ANET 减仓-$2.20亿
MTZ 减仓-$1.92亿
2026Q1 持仓明细 点表头排序 · 每页 100 行
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ILMN | ILLUMINA INC | $0 | 0.00% | 0 | -405,212 | -100.0% | -$5,314.76万 | 清仓 |
| SCCO | SOUTHERN COPPER CORP | $0 | 0.00% | 0 | -209,337 | -100.0% | -$3,003.36万 | 清仓 |
| CMCSA | COMCAST CORP NEW | $0 | 0.00% | 0 | -960,317 | -100.0% | -$2,870.39万 | 清仓 |
| — | TRI POINTE HOMES INC | $0 | 0.00% | 0 | -866,162 | -100.0% | -$2,725.81万 | 清仓 |
| NTAP | NETAPP INC | $0 | 0.00% | 0 | -244,481 | -100.0% | -$2,618.15万 | 清仓 |
| MELI | MERCADOLIBRE INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| CIEN | CIENA CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| DHI | D R HORTON INC | $0 | 0.00% | 0 | -124,022 | -100.0% | -$1,786.29万 | 清仓 |
| — | SYNOVUS FINL CORP | $0 | 0.00% | 0 | -318,955 | -100.0% | -$1,596.37万 | 清仓 |
| SLAB | SILICON LABORATORIES INC | $0 | 0.00% | 0 | -119,420 | -100.0% | -$1,560.82万 | 清仓 |
| ODFL | OLD DOMINION FREIGHT LINE IN | $0 | 0.00% | 0 | -76,342 | -100.0% | -$1,197.04万 | 清仓 |
| DNOW | DNOW INC | $0 | 0.00% | 0 | -788,725 | -100.0% | -$1,045.06万 | 清仓 |
| BRZE | BRAZE INC | $0 | 0.00% | 0 | -304,243 | -100.0% | -$1,043.25万 | 清仓 |
| HIG | HARTFORD INSURANCE GROUP INC | $0 | 0.00% | 0 | -75,072 | -100.0% | -$1,034.49万 | 清仓 |
| VRTX | VERTEX PHARMACEUTICALS INC | $0 | 0.00% | 0 | -17,416 | -100.0% | -$789.57万 | 清仓 |
| — | CALAVO GROWERS INC | $0 | 0.00% | 0 | -344,748 | -100.0% | -$749.83万 | 清仓 |
| J | JACOBS SOLUTIONS INC | $0 | 0.00% | 0 | -51,437 | -100.0% | -$681.33万 | 清仓 |
| — | DAY ONE BIOPHARMACEUTICALS I | $0 | 0.00% | 0 | -729,281 | -100.0% | -$679.69万 | 清仓 |
| IPGP | IPG PHOTONICS CORP | $0 | 0.00% | 0 | -89,482 | -100.0% | -$640.69万 | 清仓 |
| GSHD | GOOSEHEAD INS INC | $0 | 0.00% | 0 | -79,936 | -100.0% | -$588.73万 | 清仓 |
| WVE | WAVE LIFE SCIENCES LTD | $0 | 0.00% | 0 | -338,546 | -100.0% | -$575.53万 | 清仓 |
| LINE | LINEAGE INC | $0 | 0.00% | 0 | -152,999 | -100.0% | -$535.50万 | 清仓 |
| EXPO | EXPONENT INC | $0 | 0.00% | 0 | -67,416 | -100.0% | -$468.27万 | 清仓 |
| FERG | FERGUSON ENTERPRISES INC | $0 | 0.00% | 0 | -20,374 | -100.0% | -$453.59万 | 清仓 |
| LCII | LCI INDS | $0 | 0.00% | 0 | -32,444 | -100.0% | -$393.68万 | 清仓 |
| LEN | LENNAR CORP | $0 | 0.00% | 0 | -37,429 | -100.0% | -$384.77万 | 清仓 |
| DCH | AMERICAN AXLE & MFG HLDGS IN | $0 | 0.00% | 0 | -563,139 | -100.0% | -$360.97万 | 清仓 |
| RLI | RLI CORP | $0 | 0.00% | 0 | -53,424 | -100.0% | -$341.81万 | 清仓 |
| TWST | TWIST BIOSCIENCE CORP | $0 | 0.00% | 0 | -103,117 | -100.0% | -$327.09万 | 清仓 |
| DK | DELEK US HLDGS INC NEW | $0 | 0.00% | 0 | -109,675 | -100.0% | -$325.30万 | 清仓 |
| XRX | XEROX HOLDINGS CORP | $0 | 0.00% | 0 | -1,356,142 | -100.0% | -$321.41万 | 清仓 |
| BAH | BOOZ ALLEN HAMILTON HLDG COR | $0 | 0.00% | 0 | -38,015 | -100.0% | -$320.69万 | 清仓 |
| LFST | LIFESTANCE HEALTH GROUP INC | $0 | 0.00% | 0 | -443,965 | -100.0% | -$312.55万 | 清仓 |
| PRAX | PRAXIS PRECISION MEDICINES I | $0 | 0.00% | 0 | -10,140 | -100.0% | -$298.87万 | 清仓 |
| DUOL | DUOLINGO INC | $0 | 0.00% | 0 | -16,533 | -100.0% | -$290.15万 | 清仓 |
| FAST | FASTENAL CO | $0 | 0.00% | 0 | -71,281 | -100.0% | -$286.05万 | 清仓 |
| — | AGILON HEALTH INC | $0 | 0.00% | 0 | -4,037,979 | -100.0% | -$278.10万 | 清仓 |
| CALM | CAL MAINE FOODS INC | $0 | 0.00% | 0 | -34,193 | -100.0% | -$272.07万 | 清仓 |
| WAY | WAYSTAR HLDG CORP | $0 | 0.00% | 0 | -82,792 | -100.0% | -$271.14万 | 清仓 |
| — | GREAT LAKES DREDGE & DOCK CO | $0 | 0.00% | 0 | -205,321 | -100.0% | -$269.38万 | 清仓 |
| FIZZ | NATIONAL BEVERAGE CORP | $0 | 0.00% | 0 | -83,703 | -100.0% | -$266.93万 | 清仓 |
| MS | MORGAN STANLEY | $0 | 0.00% | 0 | -15,032 | -100.0% | -$266.86万 | 清仓 |
| OKTA | OKTA INC | $0 | 0.00% | 0 | -24,736 | -100.0% | -$213.89万 | 清仓 |
| LIF | LIFE360 INC | $0 | 0.00% | 0 | -32,441 | -100.0% | -$208.08万 | 清仓 |
| — | NORTHFIELD BANCORP INC DEL | $0 | 0.00% | 0 | -179,611 | -100.0% | -$205.30万 | 清仓 |
| RF | REGIONS FINANCIAL CORP NEW | $0 | 0.00% | 0 | -75,650 | -100.0% | -$205.01万 | 清仓 |
| BNL | BROADSTONE NET LEASE INC | $0 | 0.00% | 0 | -111,701 | -100.0% | -$194.02万 | 清仓 |
| CAVA | CAVA GROUP INC | $0 | 0.00% | 0 | -33,025 | -100.0% | -$193.82万 | 清仓 |
| LOVE | LOVESAC COMPANY | $0 | 0.00% | 0 | -125,066 | -100.0% | -$184.47万 | 清仓 |
| CNK | CINEMARK HLDGS INC | $0 | 0.00% | 0 | -78,779 | -100.0% | -$183.08万 | 清仓 |
| — | ON24 INC | $0 | 0.00% | 0 | -227,263 | -100.0% | -$180.90万 | 清仓 |
| BIIB | BIOGEN INC | $0 | 0.00% | 0 | -9,873 | -100.0% | -$173.75万 | 清仓 |
| BILL | BILL HOLDINGS INC | $0 | 0.00% | 0 | -31,815 | -100.0% | -$173.52万 | 清仓 |
| RXO | RXO INC | $0 | 0.00% | 0 | -118,057 | -100.0% | -$149.22万 | 清仓 |
| MHO | M/I HOMES INC | $0 | 0.00% | 0 | -11,303 | -100.0% | -$144.62万 | 清仓 |
| KMB | KIMBERLY-CLARK CORP | $0 | 0.00% | 0 | -13,897 | -100.0% | -$140.21万 | 清仓 |
| AD | ARRAY DIGITAL INFRASTRUCTURE | $0 | 0.00% | 0 | -23,898 | -100.0% | -$128.14万 | 清仓 |
| — | NATIONAL STORAGE AFFILIATES | $0 | 0.00% | 0 | -37,694 | -100.0% | -$106.33万 | 清仓 |
| CUBE | CUBESMART | $0 | 0.00% | 0 | -28,899 | -100.0% | -$104.18万 | 清仓 |
| RYAM | RAYONIER ADVANCED MATLS INC | $0 | 0.00% | 0 | -169,600 | -100.0% | -$99.89万 | 清仓 |
| COKE | COCA COLA CONS INC | $0 | 0.00% | 0 | -6,429 | -100.0% | -$98.56万 | 清仓 |
| AMN | AMN HEALTHCARE SVCS INC | $0 | 0.00% | 0 | -61,195 | -100.0% | -$96.44万 | 清仓 |
| SIG | SIGNET JEWELERS LIMITED | $0 | 0.00% | 0 | -11,586 | -100.0% | -$96.02万 | 清仓 |
| PNW | PINNACLE WEST CAP CORP | $0 | 0.00% | 0 | -10,653 | -100.0% | -$94.49万 | 清仓 |
| CYRX | CRYOPORT INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| FNF | FIDELITY NATIONAL FINANCIAL | $0 | 0.00% | 0 | -16,789 | -100.0% | -$91.65万 | 清仓 |
| GDRX | GOODRX HLDGS INC | $0 | 0.00% | 0 | -336,972 | -100.0% | -$91.32万 | 清仓 |
| CPRT | COPART INC | $0 | 0.00% | 0 | -21,694 | -100.0% | -$84.93万 | 清仓 |
| TTEK | TETRA TECH INC NEW | $0 | 0.00% | 0 | -24,613 | -100.0% | -$82.55万 | 清仓 |
| SW | SMURFIT WESTROCK PLC | $0 | 0.00% | 0 | -20,840 | -100.0% | -$80.59万 | 清仓 |
| INR | INFINITY NAT RES INC | $0 | 0.00% | 0 | -53,689 | -100.0% | -$79.08万 | 清仓 |
| CGEM | CULLINAN THERAPEUTICS INC | $0 | 0.00% | 0 | -73,755 | -100.0% | -$76.34万 | 清仓 |
| — | SKILLSOFT CORP | $0 | 0.00% | 0 | -80,123 | -100.0% | -$74.51万 | 清仓 |
| SMA | SMARTSTOP SELF STORAG REIT I | $0 | 0.00% | 0 | -24,065 | -100.0% | -$74.46万 | 清仓 |
| ABM | ABM INDS INC | $0 | 0.00% | 0 | -17,356 | -100.0% | -$73.42万 | 清仓 |
| CRCL | CIRCLE INTERNET GROUP INC | $0 | 0.00% | 0 | -8,790 | -100.0% | -$69.70万 | 清仓 |
| GDDY | GODADDY INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| GD | GENERAL DYNAMICS CORP | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | AMERICAN VANGUARD CORP | $0 | 0.00% | 0 | -173,756 | -100.0% | -$66.37万 | 清仓 |
| STLD | STEEL DYNAMICS INC | $0 | 0.00% | 0 | -3,906 | -100.0% | -$66.19万 | 清仓 |
| RXT | RACKSPACE TECHNOLOGY INC | $0 | 0.00% | 0 | -680,435 | -100.0% | -$66.06万 | 清仓 |
| — | ATOSSA THERAPEUTICS INC | $0 | 0.00% | 0 | -1,048,289 | -100.0% | -$61.85万 | 清仓 |
| MEC | MAYVILLE ENGR CO INC | $0 | 0.00% | 0 | -31,868 | -100.0% | -$59.66万 | 清仓 |
| — | AMERICAN WELL CORP | $0 | 0.00% | 0 | -119,849 | -100.0% | -$58.85万 | 清仓 |
| — | THERAVANCE BIOPHARMA INC | $0 | 0.00% | 0 | -30,444 | -100.0% | -$56.96万 | 清仓 |
| ATR | APTARGROUP INC | $0 | 0.00% | 0 | -4,516 | -100.0% | -$55.08万 | 清仓 |
| BRC | BRADY CORP | $0 | 0.00% | 0 | -6,901 | -100.0% | -$54.08万 | 清仓 |
| VISN | COMMSCOPE HLDG CO INC | $0 | 0.00% | 0 | — | — | — | 申报中断 |
| — | JANUS HENDERSON GROUP PLC | $0 | 0.00% | 0 | -11,056 | -100.0% | -$52.59万 | 清仓 |
| HUBS | HUBSPOT INC | $0 | 0.00% | 0 | -1,304 | -100.0% | -$52.33万 | 清仓 |
| PAYX | PAYCHEX INC | $0 | 0.00% | 0 | -4,224 | -100.0% | -$47.38万 | 清仓 |
| COTY | COTY INC | $0 | 0.00% | 0 | -153,740 | -100.0% | -$47.35万 | 清仓 |
| — | TRAEGER INC | $0 | 0.00% | 0 | -419,853 | -100.0% | -$45.34万 | 清仓 |
| ALT | ALTIMMUNE INC | $0 | 0.00% | 0 | -124,821 | -100.0% | -$45.06万 | 清仓 |
| — | PINNACLE FINL PARTNERS INC | $0 | 0.00% | 0 | -4,373 | -100.0% | -$41.72万 | 清仓 |
| SRE | SEMPRA | $0 | 0.00% | 0 | -4,696 | -100.0% | -$41.46万 | 清仓 |
| — | HURCO CO | $0 | 0.00% | 0 | -26,772 | -100.0% | -$41.36万 | 清仓 |
| STOK | STOKE THERAPEUTICS INC | $0 | 0.00% | 0 | -12,878 | -100.0% | -$40.87万 | 清仓 |
| RMR | RMR GROUP INC | $0 | 0.00% | 0 | -27,410 | -100.0% | -$40.84万 | 清仓 |
| — | ORIGIN MATERIALS INC | $0 | 0.00% | 0 | -1,834,775 | -100.0% | -$38.84万 | 清仓 |