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 |
|---|---|---|---|---|---|---|---|---|
| BORR | BORR DRILLING LTD | $185.75万 | 0.01% | 449,748 | 449,748 | — | $185.75万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $186.30万 | 0.01% | 101,414 | 101,414 | — | $186.30万 | 新建仓 |
| HROW | HARROW INC | $186.38万 | 0.01% | 43,885 | 43,885 | — | $186.38万 | 新建仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $186.81万 | 0.01% | 26,833 | -281,269 | -91.3% | -$1,958.19万 | 减仓 |
| NBHC | NATIONAL BK HLDGS CORP | $186.89万 | 0.01% | 42,063 | -5,876 | -12.3% | -$26.11万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $187.29万 | 0.01% | 34,760 | 34,760 | — | $187.29万 | 新建仓 |
| DGICA | DONEGAL GROUP INC | $188.78万 | 0.01% | 100,095 | -29,132 | -22.5% | -$54.94万 | 减仓 |
| — | OWLET INC | $189.89万 | 0.01% | 330,824 | 259,058 | 361.0% | $148.70万 | 加仓 |
| SWIM | LATHAM GROUP INC | $192.63万 | 0.01% | 297,733 | -141,396 | -32.2% | -$91.48万 | 减仓 |
| SVV | SAVERS VALUE VLG INC | $192.91万 | 0.01% | 191,190 | 154,028 | 414.5% | $155.41万 | 重新持有 |
| — | SUPERNUS PHARMACEUTICALS | $193.45万 | 0.01% | 41,593 | -1,133 | -2.7% | -$5.27万 | 减仓 |
| COGT | COGENT BIOSCIENCES INC | $194.10万 | 0.01% | 50,156 | 50,156 | — | $194.10万 | 新建仓 |
| HHH | HOWARD HUGHES HOLDINGS INC | $194.67万 | 0.01% | 27,231 | -47,073 | -63.4% | -$336.52万 | 减仓 |
| DELL | DELL TECHNOLOGIES INC | $194.76万 | 0.01% | 4,514 | -293 | -6.1% | -$12.64万 | 减仓 |
| MAZE | MAZE THERAPEUTICS INC | $195.36万 | 0.01% | 65,468 | 65,468 | — | $195.36万 | 新建仓 |
| WHR | WHIRLPOOL CORP | $196.50万 | 0.01% | 49,849 | 33,501 | 204.9% | $132.06万 | 加仓 |
| GNE | GENIE ENERGY LTD | $196.69万 | 0.01% | 136,115 | -51,820 | -27.6% | -$74.88万 | 减仓 |
| HTB | HOMETRUST BANCSHARES INC | $197.23万 | 0.01% | 39,532 | 7,677 | 24.1% | $38.30万 | 加仓 |
| SMRT | SMARTRENT INC | $197.62万 | 0.01% | 1,660,684 | -111,615 | -6.3% | -$13.28万 | 减仓 |
| TITN | TITAN MACHY INC | $200.33万 | 0.01% | 94,853 | 94,853 | — | $200.33万 | 新建仓 |
| COLM | COLUMBIA SPORTSWEAR CO | $203.17万 | 0.01% | 32,865 | -4,653 | -12.4% | -$28.76万 | 减仓 |
| HLF | HERBALIFE LTD | $203.81万 | 0.01% | 154,989 | -20,878 | -11.9% | -$27.45万 | 减仓 |
| CL | COLGATE PALMOLIVE CO | $204.01万 | 0.01% | 22,252 | -102,056 | -82.1% | -$935.65万 | 减仓 |
| — | SIGA TECHNOLOGIES INC | $206.34万 | 0.01% | 566,863 | 275,017 | 94.2% | $100.11万 | 加仓 |
| FHI | FEDERATED HERMES INC | $208.32万 | 0.01% | 37,726 | -163,129 | -81.2% | -$900.80万 | 减仓 |
| CYRX | CRYOPORT INC | $208.98万 | 0.01% | 133,110 | 37,612 | 39.4% | $59.05万 | 重新持有 |
| QTRX | QUANTERIX CORP | $210.64万 | 0.01% | 487,600 | 487,600 | — | $210.64万 | 新建仓 |
| MNKD | MANNKIND CORP | $210.65万 | 0.01% | 494,493 | 451,051 | 1,038.3% | $192.15万 | 加仓 |
| RVLV | REVOLVE GROUP INC | $210.98万 | 0.01% | 92,172 | 92,172 | — | $210.98万 | 新建仓 |
| PLNT | PLANET FITNESS MASTER ISSUER | $212.12万 | 0.01% | 40,660 | 40,660 | — | $212.12万 | 新建仓 |
| CALX | CALIX INC | $214.49万 | 0.01% | 57,472 | -164,410 | -74.1% | -$613.58万 | 减仓 |
| ULTA | ULTA BEAUTY INC | $214.80万 | 0.01% | 4,763 | 3,894 | 448.1% | $175.61万 | 加仓 |
| SOFI | SOFI TECHNOLOGIES INC | $216.27万 | 0.01% | 120,618 | -4,714 | -3.8% | -$8.45万 | 减仓 |
| WABC | WESTAMERICA BANCORPORATION | $216.73万 | 0.01% | 36,941 | -7,350 | -16.6% | -$43.12万 | 减仓 |
| CTO | CTO RLTY GROWTH INC NEW | $216.86万 | 0.01% | 100,820 | 100,820 | — | $216.86万 | 新建仓 |
| FND | FLOOR & DECOR HLDGS INC | $221.54万 | 0.01% | 37,322 | -111,339 | -74.9% | -$660.91万 | 减仓 |
| OMDA | OMADA HEALTH INC | $222.51万 | 0.01% | 101,373 | -293,865 | -74.4% | -$645.03万 | 减仓 |
| TRDA | ENTRADA THERAPEUTICS INC | $223.35万 | 0.01% | 303,459 | -30,455 | -9.1% | -$22.41万 | 减仓 |
| TTI | TETRA TECHNOLOGIES INC DEL | $223.40万 | 0.01% | 197,180 | 197,180 | — | $223.40万 | 新建仓 |
| MLR | MILLER INDS INC TENN | $225.39万 | 0.01% | 44,064 | -12,140 | -21.6% | -$62.10万 | 减仓 |
| ARQT | ARCUTIS BIOTHERAPEUTICS INC | $225.56万 | 0.01% | 86,027 | 86,027 | — | $225.56万 | 新建仓 |
| PAYS | PAYSIGN INC | $226.80万 | 0.01% | 276,928 | -72,062 | -20.6% | -$59.02万 | 减仓 |
| DBI | DESIGNER BRANDS INC | $227.52万 | 0.01% | 390,259 | -4,384 | -1.1% | -$2.56万 | 减仓 |
| TLS | TELOS CORP MD | $228.26万 | 0.01% | 496,220 | 142,004 | 40.1% | $65.32万 | 加仓 |
| SEPN | SEPTERNA INC | $228.33万 | 0.01% | 68,180 | 39,744 | 139.8% | $133.10万 | 加仓 |
| LOB | LIVE OAK BANCSHARES INC | $229.03万 | 0.01% | 56,079 | -76,739 | -57.8% | -$313.40万 | 减仓 |
| ORI | OLD REP INTL CORP | $231.59万 | 0.01% | 56,597 | -260,426 | -82.1% | -$1,065.66万 | 减仓 |
| SRI | STONERIDGE INC | $233.16万 | 0.01% | 318,518 | 54,839 | 20.8% | $40.14万 | 加仓 |
| FR | FIRST INDL RLTY TR INC | $233.66万 | 0.01% | 38,111 | -193,056 | -83.5% | -$1,183.63万 | 减仓 |
| HOPE | HOPE BANCORP INC | $234.49万 | 0.01% | 171,411 | 120,776 | 238.5% | $165.22万 | 加仓 |
| THC | TENET HEALTHCARE CORP | $235.25万 | 0.01% | 12,575 | 4,856 | 62.9% | $90.85万 | 加仓 |
| — | EXZEO GROUP INC | $236.03万 | 0.01% | 139,911 | 139,911 | — | $236.03万 | 新建仓 |
| — | EGAIN CORP | $236.81万 | 0.01% | 375,896 | 60,429 | 19.2% | $38.07万 | 加仓 |
| CPF | CENTRAL PAC FINL CORP | $237.27万 | 0.01% | 62,112 | -6,434 | -9.4% | -$24.58万 | 减仓 |
| BCPC | BALCHEM CORP | $238.71万 | 0.01% | 14,129 | -843 | -5.6% | -$14.24万 | 减仓 |
| LPX | LOUISIANA PAC CORP | $242.50万 | 0.01% | 30,829 | -3,045 | -9.0% | -$23.95万 | 减仓 |
| RMNI | RIMINI STR INC DEL | $243.75万 | 0.01% | 572,176 | 130,847 | 29.6% | $55.74万 | 加仓 |
| GDDY | GODADDY INC | $245.14万 | 0.01% | 28,881 | 23,383 | 425.3% | $198.47万 | 重新持有 |
| FHN | FIRST HORIZON CORPORATION | $245.39万 | 0.01% | 95,705 | 0 | 0.0% | — | 不变 |
| FOA | FINANCE OF AMERICA COMPAN | $245.39万 | 0.01% | 89,168 | 18,489 | 26.2% | $50.88万 | 加仓 |
| CHCT | COMMUNITY HEALTHCARE TR INC | $245.60万 | 0.01% | 134,355 | -13,856 | -9.3% | -$25.33万 | 减仓 |
| KRMN | KARMAN HLDGS INC | $246.38万 | 0.01% | 49,355 | -2,563 | -4.9% | -$12.79万 | 减仓 |
| AWI | ARMSTRONG WORLD INDS INC NEW | $246.44万 | 0.01% | 15,362 | -4,174 | -21.4% | -$66.96万 | 减仓 |
| LAW | CS DISCO INC | $246.67万 | 0.01% | 652,578 | 241,684 | 58.8% | $91.36万 | 加仓 |
| TCBX | THIRD COAST BANCSHARES INC | $248.56万 | 0.01% | 61,524 | -22,457 | -26.7% | -$90.73万 | 减仓 |
| — | INOGEN INC | $250.77万 | 0.01% | 388,788 | 91,819 | 30.9% | $59.22万 | 加仓 |
| FBK | FB FINL CORP | $254.34万 | 0.01% | 45,952 | -42,997 | -48.3% | -$237.99万 | 减仓 |
| LYFT | LYFT INC | $255.95万 | 0.01% | 175,188 | -367,425 | -67.7% | -$536.81万 | 减仓 |
| — | FREIGHTCAR AMER INC | $259.18万 | 0.01% | 266,098 | 195,792 | 278.5% | $190.70万 | 加仓 |
| PTEN | PATTERSON-UTI ENERGY INC | $265.15万 | 0.01% | 288,835 | 288,835 | — | $265.15万 | 新建仓 |
| DAVE | DAVE INC | $265.58万 | 0.01% | 7,128 | 7,128 | — | $265.58万 | 新建仓 |
| AMBQ | AMBIQ MICRO INC | $266.63万 | 0.01% | 30,196 | 30,196 | — | $266.63万 | 新建仓 |
| BYD | BOYD GAMING CORP | $269.56万 | 0.01% | 30,517 | 207 | 0.7% | $1.83万 | 加仓 |
| THRY | THRYV HLDGS INC | $272.04万 | 0.01% | 690,447 | 420,915 | 156.2% | $165.84万 | 加仓 |
| ES | EVERSOURCE ENERGY | $276.48万 | 0.01% | 38,256 | 3,926 | 11.4% | $28.37万 | 加仓 |
| THRM | GENTHERM INC | $277.31万 | 0.01% | 81,300 | -14,193 | -14.9% | -$48.41万 | 减仓 |
| NEXN | NEXXEN INTL LTD | $278.69万 | 0.01% | 308,625 | 24,687 | 8.7% | $22.29万 | 加仓 |
| INBK | FIRST INTERNET BANCORP | $278.96万 | 0.01% | 100,345 | -7,995 | -7.4% | -$22.23万 | 减仓 |
| CASY | CASEYS GEN STORES INC | $279.45万 | 0.01% | 3,516 | 1,507 | 75.0% | $119.77万 | 加仓 |
| STUB | STUBHUB HLDGS INC | $280.50万 | 0.01% | 217,945 | 217,945 | — | $280.50万 | 新建仓 |
| AXSM | AXSOME THERAPEUTICS INC. | $282.29万 | 0.01% | 11,533 | 11,533 | — | $282.29万 | 新建仓 |
| PSFE | PAYSAFE LIMITED | $282.58万 | 0.01% | 378,292 | -104,512 | -21.6% | -$78.07万 | 减仓 |
| OEC | ORION S.A. | $283.74万 | 0.01% | 427,959 | -75,188 | -14.9% | -$49.85万 | 减仓 |
| TYRA | TYRA BIOSCIENCES INC | $284.92万 | 0.01% | 89,205 | -72,999 | -45.0% | -$233.16万 | 减仓 |
| ANGO | ANGIODYNAMICS INC | $285.21万 | 0.01% | 219,224 | 842 | 0.4% | $1.10万 | 加仓 |
| WWW | WOLVERINE WORLD WIDE INC | $289.87万 | 0.01% | 175,357 | -6,839 | -3.8% | -$11.30万 | 减仓 |
| HDSN | HUDSON TECHNOLOGIES INC | $290.78万 | 0.01% | 506,591 | 327,658 | 183.1% | $188.08万 | 加仓 |
| CWT | CALIFORNIA WTR SVC GROUP | $291.77万 | 0.01% | 59,973 | -6,516 | -9.8% | -$31.70万 | 减仓 |
| THFF | FIRST FINANCIAL CORPORATION | $294.11万 | 0.01% | 37,979 | -3,186 | -7.7% | -$24.67万 | 减仓 |
| ACAD | ACADIA PHARMACEUTICALS INC | $294.88万 | 0.01% | 116,553 | -26,163 | -18.3% | -$66.19万 | 减仓 |
| CLFD | CLEARFIELD INC | $296.00万 | 0.01% | 74,391 | 74,391 | — | $296.00万 | 新建仓 |
| SPNT | SIRIUSPOINT LTD | $298.63万 | 0.01% | 124,430 | -8,301 | -6.3% | -$19.92万 | 减仓 |
| AVNW | AVIAT NETWORKS INC | $299.52万 | 0.01% | 134,918 | 73,453 | 119.5% | $163.07万 | 加仓 |
| CDXS | CODEXIS INC | $300.63万 | 0.01% | 1,330,205 | 242,178 | 22.3% | $54.73万 | 加仓 |
| CLDT | CHATHAM LODGING TR | $300.75万 | 0.01% | 227,325 | -25,662 | -10.1% | -$33.95万 | 减仓 |
| PGC | PEAPACK-GLADSTONE FINL CORP | $300.82万 | 0.01% | 63,558 | 17,061 | 36.7% | $80.75万 | 加仓 |
| ALLO | ALLOGENE THERAPEUTICS INC | $302.66万 | 0.01% | 1,455,103 | -558,405 | -27.7% | -$116.15万 | 减仓 |
| ACM | AECOM | $303.48万 | 0.01% | 43,478 | 43,478 | — | $303.48万 | 新建仓 |
| NUVB | NUVATION BIO INC | $303.74万 | 0.01% | 534,759 | 534,759 | — | $303.74万 | 新建仓 |
| ALG | ALAMO GROUP INC | $303.98万 | 0.01% | 18,480 | -722 | -3.8% | -$11.88万 | 减仓 |