JACOBS LEVY EQUITY MANAGEMENT, INC
FLORHAM PARK NJ · SEC CIK 0000884414
$278.07亿2026Q2 申报市值
934持仓数
27.7%前十大占比 · 第一大 6.4%
148 / 177新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
KLAC 加仓+$4.94亿
CRWD 加仓+$3.02亿
SNDK 加仓+$2.47亿
GOOG 加仓+$1.84亿
AAL 新建仓+$1.75亿
2026Q2 卖出最多 按季末市值估算
QCOM 减仓-$4.13亿
AAPL 减仓-$2.63亿
NOW 减仓-$2.63亿
MAS 减仓-$1.91亿
TRV 减仓-$1.46亿
2026Q2 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 |
|---|---|---|---|---|---|---|---|---|
| QS | QUANTUMSCAPE CORP | $19.47万 | 0.00% | 25,752 | 25,752 | — | $19.47万 | 新建仓 |
| M | MACYS INC | $20.25万 | 0.00% | 8,599 | -1,319 | -13.3% | -$3.11万 | 重新持有 |
| NFLX | NETFLIX INC. | $20.65万 | 0.00% | 2,892 | -553,090 | -99.5% | -$3,949.07万 | 减仓 |
| F | FORD MTR CO | $21.43万 | 0.00% | 15,415 | 15,415 | — | $21.43万 | 新建仓 |
| — | PURPLE INNOVATION INC | $21.71万 | 0.00% | 608,180 | 0 | 0.0% | — | 不变 |
| JANX | JANUX THERAPEUTICS INC | $21.87万 | 0.00% | 14,238 | 14,238 | — | $21.87万 | 新建仓 |
| IPI | INTREPID POTASH INC | $21.94万 | 0.00% | 6,693 | -1,529 | -18.6% | -$5.01万 | 减仓 |
| — | SKINHEALTH SYSTEMS INC | $22.67万 | 0.00% | 327,377 | -16,182 | -4.7% | -$1.12万 | 减仓 |
| CRD/A | CRAWFORD & CO | $23.22万 | 0.00% | 20,605 | 6,820 | 49.5% | $7.69万 | 加仓 |
| NKTX | NKARTA INC | $23.39万 | 0.00% | 82,658 | 82,658 | — | $23.39万 | 新建仓 |
| WCC | WESCO INTL INC | $23.42万 | 0.00% | 678 | 678 | — | $23.42万 | 新建仓 |
| IVT | INVENTRUST PPTYS CORP | $23.46万 | 0.00% | 6,627 | -339,639 | -98.1% | -$1,202.32万 | 减仓 |
| REZI | RESIDEO TECHNOLOGIES INC | $23.47万 | 0.00% | 7,546 | 0 | 0.0% | — | 不变 |
| — | GEOSPACE TECHNOLOGIES CORP | $24.08万 | 0.00% | 35,573 | 35,573 | — | $24.08万 | 新建仓 |
| CSX | CSX CORP | $25.11万 | 0.00% | 5,283 | -313,786 | -98.3% | -$1,491.42万 | 减仓 |
| DUK | DUKE ENERGY CORP NEW | $25.13万 | 0.00% | 1,985 | 1,985 | — | $25.13万 | 新建仓 |
| QCOM | QUALCOMM INC | $25.24万 | 0.00% | 1,366 | -2,236,581 | -99.9% | -$4.13亿 | 减仓 |
| ANNX | ANNEXON INC | $25.40万 | 0.00% | 44,485 | -104,456 | -70.1% | -$59.64万 | 减仓 |
| — | UNIFI INC | $25.57万 | 0.00% | 53,823 | 30,682 | 132.6% | $14.57万 | 加仓 |
| — | SKYX PLATFORMS CORP | $25.74万 | 0.00% | 232,963 | 232,963 | — | $25.74万 | 新建仓 |
| ASLE | AERSALE CORPORATION | $25.97万 | 0.00% | 41,084 | 41,084 | — | $25.97万 | 新建仓 |
| THO | THOR INDS INC | $26.25万 | 0.00% | 3,492 | -2,932 | -45.6% | -$22.04万 | 减仓 |
| XRAY | DENTSPLY SIRONA INC | $26.46万 | 0.00% | 24,936 | -697,332 | -96.5% | -$739.87万 | 减仓 |
| DINO | HF SINCLAIR CORP | $26.49万 | 0.00% | 3,804 | -116,279 | -96.8% | -$809.88万 | 减仓 |
| BSVN | BANK7 CORP | $27.38万 | 0.00% | 5,593 | 0 | 0.0% | — | 不变 |
| OPBK | OP BANCORP | $27.39万 | 0.00% | 18,272 | -3,010 | -14.1% | -$4.51万 | 减仓 |
| PPC | PILGRIMS PRIDE CORP | $27.62万 | 0.00% | 9,826 | -114,054 | -92.1% | -$320.61万 | 减仓 |
| COMP | COMPASS INC | $27.84万 | 0.00% | 22,576 | -1,933,752 | -98.8% | -$2,384.32万 | 减仓 |
| NGS | NATURAL GAS SVCS GROUP INC | $28.39万 | 0.00% | 6,580 | 6,580 | — | $28.39万 | 新建仓 |
| GD | GENERAL DYNAMICS CORP | $29.30万 | 0.00% | 827 | -1,190 | -59.0% | -$42.15万 | 重新持有 |
| SPT | SPROUT SOCIAL INC | $30.18万 | 0.00% | 39,969 | 39,969 | — | $30.18万 | 新建仓 |
| FRPT | FRESHPET INC | $30.90万 | 0.00% | 5,227 | -9,840 | -65.3% | -$58.17万 | 减仓 |
| CFFN | CAPITOL FED FINL INC | $31.30万 | 0.00% | 36,782 | -1,939 | -5.0% | -$1.65万 | 减仓 |
| PEP | PEPSICO INC | $31.43万 | 0.00% | 2,321 | 733 | 46.2% | $9.92万 | 加仓 |
| HUBG | HUB GROUP INC | $31.62万 | 0.00% | 7,221 | -87,352 | -92.4% | -$382.51万 | 减仓 |
| NEO | NEOGENOMICS INC | $31.63万 | 0.00% | 21,682 | 21,682 | — | $31.63万 | 新建仓 |
| REAL | THE REALREAL INC | $32.03万 | 0.00% | 27,171 | -40,392 | -59.8% | -$47.62万 | 减仓 |
| — | SCILEX HOLDING CO | $32.11万 | 0.00% | 41,163 | 41,163 | — | $32.11万 | 新建仓 |
| — | INSTIL BIO INC | $33.11万 | 0.00% | 43,051 | 43,051 | — | $33.11万 | 新建仓 |
| APA | APA CORPORATION | $33.22万 | 0.00% | 10,201 | 10,201 | — | $33.22万 | 新建仓 |
| — | MAXCYTE INC | $33.24万 | 0.00% | 270,265 | -505,959 | -65.2% | -$62.23万 | 减仓 |
| — | COMTECH TELECOMMUNICATIONS C | $34.24万 | 0.00% | 163,046 | 111,116 | 214.0% | $23.33万 | 加仓 |
| NVAX | NOVAVAX INC | $34.88万 | 0.00% | 37,027 | -74,240 | -66.7% | -$69.93万 | 减仓 |
| BBNX | BETA BIONICS INC | $35.80万 | 0.00% | 22,843 | -91,876 | -80.1% | -$143.97万 | 减仓 |
| HLLY | HOLLEY INC | $35.89万 | 0.00% | 140,738 | 18,795 | 15.4% | $4.79万 | 加仓 |
| — | GOSSAMER BIO INC | $36.00万 | 0.00% | 2,187,402 | 492,243 | 29.0% | $8.10万 | 加仓 |
| MFA | MFA FINL INC | $36.36万 | 0.00% | 37,525 | 0 | 0.0% | — | 不变 |
| FIGR | FIGURE TECHNOLOGY SOLUTIO | $36.37万 | 0.00% | 11,844 | 11,844 | — | $36.37万 | 新建仓 |
| MNTN | MNTN INC | $36.73万 | 0.00% | 39,927 | -2,297 | -5.4% | -$2.11万 | 减仓 |
| — | SEER INC | $36.91万 | 0.00% | 222,332 | 79,090 | 55.2% | $13.13万 | 加仓 |
| PLBC | PLUMAS BANCORP | $37.09万 | 0.00% | 6,346 | 6,346 | — | $37.09万 | 新建仓 |
| MUR | MURPHY OIL CORP | $37.35万 | 0.00% | 11,471 | 11,471 | — | $37.35万 | 新建仓 |
| JCI | JOHNSON CONTROLS INTERNATION | $38.68万 | 0.00% | 2,647 | 2,647 | — | $38.68万 | 新建仓 |
| — | DEFINITIVE HEALTHCARE CORP | $39.28万 | 0.00% | 472,710 | 173,237 | 57.8% | $14.39万 | 加仓 |
| TRUP | TRUPANION INC | $39.53万 | 0.00% | 15,957 | -635 | -3.8% | -$1.57万 | 减仓 |
| KOD | KODIAK SCIENCES INC | $40.50万 | 0.00% | 10,395 | -30,544 | -74.6% | -$119.00万 | 减仓 |
| EGHT | 8X8 INC NEW | $40.88万 | 0.00% | 239,063 | -333,868 | -58.3% | -$57.09万 | 减仓 |
| AMSF | AMERISAFE INC | $41.16万 | 0.00% | 12,168 | -5,465 | -31.0% | -$18.49万 | 减仓 |
| MYFW | FIRST WESTN FINL INC | $41.21万 | 0.00% | 12,833 | 12,833 | — | $41.21万 | 新建仓 |
| BLDR | BUILDERS FIRSTSOURCE INC | $41.47万 | 0.00% | 4,635 | 1,085 | 30.6% | $9.71万 | 加仓 |
| YEXT | YEXT INC | $41.58万 | 0.00% | 89,039 | 89,039 | — | $41.58万 | 新建仓 |
| VITL | VITAL FARMS INC | $42.12万 | 0.00% | 36,218 | -87,052 | -70.6% | -$101.24万 | 减仓 |
| HL | HECLA MINING COMPANY | $42.17万 | 0.00% | 27,330 | 27,330 | — | $42.17万 | 新建仓 |
| ZGN | ERMENEGILDO ZEGNA N V | $42.58万 | 0.00% | 32,705 | 32,705 | — | $42.58万 | 新建仓 |
| — | GENCOR INDS INC | $42.90万 | 0.00% | 28,752 | 7,164 | 33.2% | $10.69万 | 加仓 |
| CIVB | CIVISTA BANCSHARES INC | $43.10万 | 0.00% | 15,273 | -2,470 | -13.9% | -$6.97万 | 减仓 |
| — | DRILLING TOOLS INTL CORP | $43.23万 | 0.00% | 223,982 | 191,522 | 590.0% | $36.96万 | 重新持有 |
| ELDN | ELEDON PHARMACEUTICALS INC | $43.28万 | 0.00% | 109,841 | 109,841 | — | $43.28万 | 新建仓 |
| OLED | UNIVERSAL DISPLAY CORP | $43.77万 | 0.00% | 5,055 | 5,055 | — | $43.77万 | 新建仓 |
| AVBH | AVIDBANK HLDGS INC | $43.83万 | 0.00% | 13,270 | 13,270 | — | $43.83万 | 新建仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $44.21万 | 0.00% | 592 | -175 | -22.8% | -$13.07万 | 减仓 |
| NECB | NORTHEAST CMNTY BANCORP INC | $44.32万 | 0.00% | 15,977 | -3,203 | -16.7% | -$8.89万 | 减仓 |
| EDIT | EDITAS MEDICINE INC | $44.50万 | 0.00% | 137,355 | -444,954 | -76.4% | -$144.17万 | 减仓 |
| VTEX | VTEX | $44.53万 | 0.00% | 111,316 | -615,201 | -84.7% | -$246.08万 | 减仓 |
| IESC | IES HOLDINGS INC | $44.74万 | 0.00% | 609 | 609 | — | $44.74万 | 新建仓 |
| CRNC | CERENCE INC | $45.85万 | 0.00% | 40,506 | 40,506 | — | $45.85万 | 新建仓 |
| — | VALHI INC NEW | $46.10万 | 0.00% | 31,426 | -3,043 | -8.8% | -$4.46万 | 减仓 |
| WOOF | PETCO HEALTH & WELLNESS CO I | $47.37万 | 0.00% | 174,159 | -326,483 | -65.2% | -$88.80万 | 减仓 |
| PCB | PCB BANCORP | $47.62万 | 0.00% | 16,784 | 5,805 | 52.9% | $16.47万 | 加仓 |
| AWR | AMER STATES WTR CO | $47.72万 | 0.00% | 5,775 | -50,437 | -89.7% | -$416.76万 | 减仓 |
| BKTI | BK TECHNOLOGIES CORPORATION | $47.74万 | 0.00% | 5,552 | -249 | -4.3% | -$2.14万 | 减仓 |
| FBIZ | FIRST BUSINESS FINL SVCS INC | $48.64万 | 0.00% | 7,700 | -510 | -6.2% | -$3.22万 | 减仓 |
| VSAT | VIASAT INC | $48.88万 | 0.00% | 5,443 | 5,443 | — | $48.88万 | 新建仓 |
| MDB | MONGODB INC | $49.01万 | 0.00% | 1,459 | 1,459 | — | $49.01万 | 新建仓 |
| GNW | GENWORTH FINL INC | $49.12万 | 0.00% | 51,874 | -4,051 | -7.2% | -$3.84万 | 减仓 |
| ENVX | ENOVIX CORPORATION | $49.47万 | 0.00% | 81,502 | -28,774 | -26.1% | -$17.47万 | 减仓 |
| — | FRANKLIN FINL SVCS CORP | $50.48万 | 0.00% | 8,064 | 8,064 | — | $50.48万 | 新建仓 |
| TRAX | FIRST TRACKS BIOTHERAPEUTICS | $50.58万 | 0.00% | 25,140 | 25,140 | — | $50.58万 | 新建仓 |
| BVS | BIOVENTUS INC | $50.84万 | 0.00% | 53,854 | 29,155 | 118.0% | $27.52万 | 加仓 |
| HOS | HELIX ENERGY SOLUTIONS GRP I | $51.22万 | 0.00% | 58,603 | -6,877 | -10.5% | -$6.01万 | 减仓 |
| CWCO | CONSOLIDATED WATER CO INC | $51.22万 | 0.00% | 17,363 | 17,363 | — | $51.22万 | 新建仓 |
| NREF | NEXPOINT REAL ESTATE FIN INC | $51.75万 | 0.00% | 33,387 | -3,605 | -9.7% | -$5.59万 | 减仓 |
| LRMR | LARIMAR THERAPEUTICS INC | $52.03万 | 0.00% | 170,575 | 1,431 | 0.8% | $4,365 | 加仓 |
| — | STAR HLDGS | $52.46万 | 0.00% | 57,459 | -15,054 | -20.8% | -$13.74万 | 减仓 |
| PCAR | PACCAR INC | $53.45万 | 0.00% | 4,450 | 2,650 | 147.2% | $31.83万 | 加仓 |
| AMD | ADVANCED MICRO DEVICES INC | $54.20万 | 0.00% | 933 | 933 | — | $54.20万 | 新建仓 |
| PATH | UIPATH INC | $54.47万 | 0.00% | 50,110 | 0 | 0.0% | — | 不变 |
| III | INFORMATION SVCS GROUP INC | $54.62万 | 0.00% | 132,907 | 132,907 | — | $54.62万 | 新建仓 |
| ROOT | ROOT INC | $55.10万 | 0.00% | 9,853 | 269 | 2.8% | $1.50万 | 加仓 |
| TG | TREDEGAR CORP | $55.26万 | 0.00% | 69,423 | 45,698 | 192.6% | $36.38万 | 重新持有 |