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 |
|---|---|---|---|---|---|---|---|---|
| WCC | WESCO INTL INC | $23.42万 | 0.00% | 678 | 678 | — | $23.42万 | 新建仓 |
| NKTX | NKARTA INC | $23.39万 | 0.00% | 82,658 | 82,658 | — | $23.39万 | 新建仓 |
| CRD/A | CRAWFORD & CO | $23.22万 | 0.00% | 20,605 | 6,820 | 49.5% | $7.69万 | 加仓 |
| — | SKINHEALTH SYSTEMS INC | $22.67万 | 0.00% | 327,377 | -16,182 | -4.7% | -$1.12万 | 减仓 |
| IPI | INTREPID POTASH INC | $21.94万 | 0.00% | 6,693 | -1,529 | -18.6% | -$5.01万 | 减仓 |
| JANX | JANUX THERAPEUTICS INC | $21.87万 | 0.00% | 14,238 | 14,238 | — | $21.87万 | 新建仓 |
| — | PURPLE INNOVATION INC | $21.71万 | 0.00% | 608,180 | 0 | 0.0% | — | 不变 |
| F | FORD MTR CO | $21.43万 | 0.00% | 15,415 | 15,415 | — | $21.43万 | 新建仓 |
| NFLX | NETFLIX INC. | $20.65万 | 0.00% | 2,892 | -553,090 | -99.5% | -$3,949.07万 | 减仓 |
| M | MACYS INC | $20.25万 | 0.00% | 8,599 | -1,319 | -13.3% | -$3.11万 | 重新持有 |
| QS | QUANTUMSCAPE CORP | $19.47万 | 0.00% | 25,752 | 25,752 | — | $19.47万 | 新建仓 |
| — | METAGENOMI THERAPEUTICS INC | $19.04万 | 0.00% | 160,000 | -222,153 | -58.1% | -$26.44万 | 减仓 |
| — | FIRST NORTHWEST BANCORP | $18.27万 | 0.00% | 16,897 | -37 | -0.2% | -$400 | 减仓 |
| — | ORION PROPERTIES INC | $18.18万 | 0.00% | 62,914 | -13,388 | -17.5% | -$3.87万 | 减仓 |
| AIV | APARTMENT INVT & MGMT CO | $18.11万 | 0.00% | 60,990 | -11,177 | -15.5% | -$3.32万 | 减仓 |
| — | NET LEASE OFFICE PROPERTIES | $15.43万 | 0.00% | 13,867 | 0 | 0.0% | — | 不变 |
| — | ADC THERAPEUTICS SA | $15.12万 | 0.00% | 141,344 | 141,344 | — | $15.12万 | 新建仓 |
| — | ZEVIA PBC | $12.96万 | 0.00% | 79,488 | -214,401 | -73.0% | -$34.95万 | 减仓 |
| CNDT | CONDUENT INC | $12.46万 | 0.00% | 85,346 | -1,045,679 | -92.5% | -$152.67万 | 减仓 |
| CCCC | C4 THERAPEUTICS INC | $11.73万 | 0.00% | 25,111 | -239,509 | -90.5% | -$111.85万 | 减仓 |
| — | SILVERCREST ASSET MGMT GROUP | $11.60万 | 0.00% | 11,476 | -1,464 | -11.3% | -$1.48万 | 减仓 |
| — | JELD-WEN HLDG INC | $11.43万 | 0.00% | 76,202 | -1,817,799 | -96.0% | -$272.67万 | 减仓 |
| — | CHEGG INC | $10.87万 | 0.00% | 107,598 | -363,771 | -77.2% | -$36.74万 | 减仓 |
| — | PMV PHARMACEUTICALS INC | $9.45万 | 0.00% | 70,504 | -109,369 | -60.8% | -$14.66万 | 减仓 |
| LENZ | LENZ THERAPEUTICS INC | $9.12万 | 0.00% | 16,061 | -100,950 | -86.3% | -$57.34万 | 减仓 |
| — | DOCGO INC | $8.41万 | 0.00% | 163,017 | -114,283 | -41.2% | -$5.90万 | 减仓 |
| — | BIOTE CORP | $8.11万 | 0.00% | 42,916 | -108,133 | -71.6% | -$20.44万 | 减仓 |
| — | UNIVERSAL ELECTRS INC | $6.28万 | 0.00% | 13,169 | 13,169 | — | $6.28万 | 新建仓 |
| ALXO | ALX ONCOLOGY HLDGS INC | $5.28万 | 0.00% | 25,507 | 25,507 | — | $5.28万 | 新建仓 |
| CMTG | CLAROS MTG TR INC | $4.00万 | 0.00% | 17,011 | -20,276 | -54.4% | -$4.76万 | 减仓 |
| — | CENTURY CASINOS INC | $2.76万 | 0.00% | 21,595 | 21,595 | — | $2.76万 | 新建仓 |
| — | EHEALTH INC | $1.92万 | 0.00% | 12,864 | -22,782 | -63.9% | -$3.39万 | 减仓 |
| — | PULMONX CORP | $1.76万 | 0.00% | 13,519 | -23,562 | -63.5% | -$3.06万 | 减仓 |
| — | ACCURAY INC DEL | $1.13万 | 0.00% | 43,916 | -118,589 | -73.0% | -$3.06万 | 减仓 |
| ROKU | ROKU INC | $0 | 0.00% | 0 | -1,472,268 | -100.0% | -$1.39亿 | 清仓 |
| OTIS | OTIS WORLDWIDE CORP | $0 | 0.00% | 0 | -1,337,699 | -100.0% | -$1.03亿 | 清仓 |
| MNST | MONSTER BEVERAGE CORP NEW | $0 | 0.00% | 0 | -1,285,419 | -100.0% | -$9,314.15万 | 清仓 |
| FCN | FTI CONSULTING INC | $0 | 0.00% | 0 | -353,566 | -100.0% | -$6,249.99万 | 清仓 |
| DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | -666,114 | -100.0% | -$3,351.89万 | 清仓 |
| TENB | TENABLE HLDGS INC | $0 | 0.00% | 0 | -1,841,995 | -100.0% | -$3,115.73万 | 清仓 |
| LII | LENNOX INTL INC | $0 | 0.00% | 0 | -58,585 | -100.0% | -$2,719.11万 | 清仓 |
| RNG | RINGCENTRAL INC | $0 | 0.00% | 0 | -723,944 | -100.0% | -$2,692.35万 | 清仓 |
| THG | HANOVER INS GROUP INC | $0 | 0.00% | 0 | -152,763 | -100.0% | -$2,648.15万 | 清仓 |
| FLEX | FLEXTRONICS INTL LTD | $0 | 0.00% | 0 | -303,681 | -100.0% | -$1,987.90万 | 清仓 |
| CNP | CENTERPOINT ENERGY INC | $0 | 0.00% | 0 | -455,872 | -100.0% | -$1,967.54万 | 清仓 |
| VLTO | VERALTO CORP | $0 | 0.00% | 0 | -221,047 | -100.0% | -$1,954.50万 | 清仓 |
| ADP | AUTOMATIC DATA PROCESSING IN | $0 | 0.00% | 0 | -94,049 | -100.0% | -$1,910.89万 | 清仓 |
| AYI | ACUITY INC | $0 | 0.00% | 0 | -66,251 | -100.0% | -$1,856.49万 | 清仓 |
| ALSN | ALLISON TRANSMISSION HLDGS I | $0 | 0.00% | 0 | -143,059 | -100.0% | -$1,674.65万 | 清仓 |
| ROL | ROLLINS INC | $0 | 0.00% | 0 | -273,061 | -100.0% | -$1,458.42万 | 清仓 |
| CI | THE CIGNA GROUP | $0 | 0.00% | 0 | -49,979 | -100.0% | -$1,333.19万 | 清仓 |
| CME | CME GROUP INC | $0 | 0.00% | 0 | -35,414 | -100.0% | -$1,045.95万 | 清仓 |
| RHI | ROBERT HALF INC. | $0 | 0.00% | 0 | -400,119 | -100.0% | -$1,016.30万 | 清仓 |
| BCRX | BIOCRYST PHARMACEUTICALS INC | $0 | 0.00% | 0 | -1,004,373 | -100.0% | -$956.16万 | 清仓 |
| NXT | NEXTPOWER INC | $0 | 0.00% | 0 | -79,054 | -100.0% | -$953.00万 | 清仓 |
| GEV | GE VERNOVA INC | $0 | 0.00% | 0 | -10,349 | -100.0% | -$903.36万 | 清仓 |
| SRPT | SAREPTA THERAPEUTICS INC | $0 | 0.00% | 0 | -372,637 | -100.0% | -$810.86万 | 清仓 |
| FTI | TECHNIPFMC PLC | $0 | 0.00% | 0 | -108,251 | -100.0% | -$748.34万 | 清仓 |
| SFM | SPROUTS FMRS MKT INC | $0 | 0.00% | 0 | -93,339 | -100.0% | -$719.92万 | 清仓 |
| OXY | OCCIDENTAL PETE CORP | $0 | 0.00% | 0 | -109,628 | -100.0% | -$712.58万 | 清仓 |
| PAYO | PAYONEER GLOBAL INC | $0 | 0.00% | 0 | -1,388,861 | -100.0% | -$670.82万 | 清仓 |
| — | CROSS CTRY HEALTHCARE INC | $0 | 0.00% | 0 | -617,010 | -100.0% | -$579.99万 | 清仓 |
| DY | DYCOM INDS INC | $0 | 0.00% | 0 | -16,332 | -100.0% | -$553.36万 | 清仓 |
| AEE | AMEREN CORP | $0 | 0.00% | 0 | -48,013 | -100.0% | -$527.76万 | 清仓 |
| SPG | SIMON PPTY GROUP INC NEW | $0 | 0.00% | 0 | -27,795 | -100.0% | -$518.46万 | 清仓 |
| MRNA | MODERNA INC | $0 | 0.00% | 0 | -99,952 | -100.0% | -$507.76万 | 清仓 |
| MAN | MANPOWERGROUP INC WIS | $0 | 0.00% | 0 | -157,574 | -100.0% | -$464.21万 | 清仓 |
| — | WHITESTONE REIT | $0 | 0.00% | 0 | -272,874 | -100.0% | -$440.69万 | 清仓 |
| KBH | KB HOME | $0 | 0.00% | 0 | -78,733 | -100.0% | -$407.44万 | 清仓 |
| NABL | N-ABLE INC | $0 | 0.00% | 0 | -849,220 | -100.0% | -$396.59万 | 清仓 |
| ROP | ROPER TECHNOLOGIES INC | $0 | 0.00% | 0 | -10,894 | -100.0% | -$385.50万 | 清仓 |
| BALL | BALL CORP | $0 | 0.00% | 0 | -64,083 | -100.0% | -$378.79万 | 清仓 |
| — | TAYLOR MORRISON HOME CORP | $0 | 0.00% | 0 | -63,336 | -100.0% | -$368.87万 | 清仓 |
| XNCR | XENCOR INC | $0 | 0.00% | 0 | -293,080 | -100.0% | -$353.45万 | 清仓 |
| BAND | BANDWIDTH INC | $0 | 0.00% | 0 | -180,619 | -100.0% | -$321.86万 | 清仓 |
| HMN | HORACE MANN EDUCATORS CORP N | $0 | 0.00% | 0 | -73,735 | -100.0% | -$314.70万 | 清仓 |
| LNG | CHENIERE ENERGY INC | $0 | 0.00% | 0 | -10,888 | -100.0% | -$308.96万 | 清仓 |
| — | DOMO INC | $0 | 0.00% | 0 | -998,593 | -100.0% | -$305.57万 | 清仓 |
| DRS | LEONARDO DRS INC | $0 | 0.00% | 0 | -64,987 | -100.0% | -$289.32万 | 清仓 |
| MTZ | MASTEC INC | $0 | 0.00% | 0 | -8,961 | -100.0% | -$288.31万 | 清仓 |
| T | AT&T INC | $0 | 0.00% | 0 | -96,258 | -100.0% | -$279.05万 | 清仓 |
| AN | AUTONATION INC | $0 | 0.00% | 0 | -14,105 | -100.0% | -$275.41万 | 清仓 |
| IBTA | IBOTTA INC | $0 | 0.00% | 0 | -86,043 | -100.0% | -$257.87万 | 清仓 |
| — | APELLIS PHARMACEUTICALS INC | $0 | 0.00% | 0 | -61,681 | -100.0% | -$248.14万 | 清仓 |
| PHIN | PHINIA INC | $0 | 0.00% | 0 | -33,300 | -100.0% | -$227.91万 | 清仓 |
| BC | BRUNSWICK CORP | $0 | 0.00% | 0 | -30,483 | -100.0% | -$221.79万 | 清仓 |
| PWP | PERELLA WEINBERG PARTNERS | $0 | 0.00% | 0 | -121,582 | -100.0% | -$220.79万 | 清仓 |
| RSG | REPUBLIC SVCS INC | $0 | 0.00% | 0 | -9,623 | -100.0% | -$210.76万 | 清仓 |
| MPWR | MONOLITHIC PWR SYS INC | $0 | 0.00% | 0 | -1,839 | -100.0% | -$201.07万 | 清仓 |
| — | COTERRA ENERGY INC | $0 | 0.00% | 0 | -55,627 | -100.0% | -$195.47万 | 清仓 |
| TRIP | TRIPADVISOR INC | $0 | 0.00% | 0 | -174,839 | -100.0% | -$186.38万 | 清仓 |
| TXT | TEXTRON INC | $0 | 0.00% | 0 | -20,907 | -100.0% | -$183.06万 | 清仓 |
| ALK | ALASKA AIR GROUP INC | $0 | 0.00% | 0 | -49,355 | -100.0% | -$181.53万 | 清仓 |
| AVPT | AVEPOINT INC | $0 | 0.00% | 0 | -186,445 | -100.0% | -$177.31万 | 清仓 |
| AMKR | AMKOR TECHNOLOGY INC | $0 | 0.00% | 0 | -37,868 | -100.0% | -$170.52万 | 清仓 |
| NRIM | NORTHRIM BANCORP INC | $0 | 0.00% | 0 | -69,506 | -100.0% | -$159.03万 | 清仓 |
| RYZ | RYERSON HLDG CORP | $0 | 0.00% | 0 | -68,050 | -100.0% | -$152.98万 | 清仓 |
| TCBK | TRICO BANCSHARES | $0 | 0.00% | 0 | -31,808 | -100.0% | -$151.22万 | 清仓 |
| AVO | MISSION PRODUCE INC | $0 | 0.00% | 0 | -107,282 | -100.0% | -$147.62万 | 清仓 |
| BHE | BENCHMARK ELECTRS INC | $0 | 0.00% | 0 | -24,072 | -100.0% | -$134.95万 | 清仓 |