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 |
|---|---|---|---|---|---|---|---|---|
| PTRN | PATTERN GROUP INC | $2,441.89万 | 0.09% | 969,390 | 969,390 | — | $2,441.89万 | 新建仓 |
| ACMR | ACM RESH INC | $2,435.86万 | 0.09% | 191,966 | -52,286 | -21.4% | -$663.46万 | 减仓 |
| GPRE | GREEN PLAINS INC | $2,433.53万 | 0.09% | 1,582,266 | -7,929 | -0.5% | -$12.19万 | 减仓 |
| HTH | HILLTOP HLDGS INC | $2,412.48万 | 0.09% | 622,093 | -48,817 | -7.3% | -$189.31万 | 减仓 |
| ELV | ELEVANCE HEALTH INC FORMERLY | $2,402.17万 | 0.09% | 62,115 | -26,557 | -29.9% | -$1,027.04万 | 减仓 |
| WFC | WELLS FARGO & CO | $2,364.93万 | 0.09% | 286,173 | 243,979 | 578.2% | $2,016.24万 | 加仓 |
| MQ | MARQETA INC | $2,347.46万 | 0.08% | 5,781,914 | 139,929 | 2.5% | $56.81万 | 加仓 |
| WAL | WESTERN ALLIANCE BANCORP | $2,331.89万 | 0.08% | 283,685 | 234,825 | 480.6% | $1,930.26万 | 加仓 |
| GOLD | GOLD COM INC | $2,302.43万 | 0.08% | 553,336 | -42,552 | -7.1% | -$177.06万 | 减仓 |
| UHAL | U HAUL HOLDING COMPANY | $2,297.06万 | 0.08% | 351,018 | 119,383 | 51.5% | $781.24万 | 加仓 |
| EXEL | EXELIXIS INC | $2,261.55万 | 0.08% | 415,650 | -10,332 | -2.4% | -$56.22万 | 减仓 |
| DDS | DILLARDS INC | $2,260.58万 | 0.08% | 42,780 | 7,472 | 21.2% | $394.84万 | 加仓 |
| ALV | AUTOLIV INC | $2,220.33万 | 0.08% | 191,128 | -30,891 | -13.9% | -$358.86万 | 减仓 |
| INGM | INGRAM MICRO HLDG CORP | $2,154.92万 | 0.08% | 785,607 | 487,418 | 163.5% | $1,336.99万 | 加仓 |
| ABNB | AIRBNB INC | $2,136.90万 | 0.08% | 149,329 | 131,974 | 760.4% | $1,888.55万 | 加仓 |
| EOG | EOG RES INC | $2,136.42万 | 0.08% | 164,682 | -7,730 | -4.5% | -$100.28万 | 减仓 |
| TT | TRANE TECHNOLOGIES PLC | $2,135.86万 | 0.08% | 43,486 | -8,833 | -16.9% | -$433.84万 | 减仓 |
| EIG | EMPLOYERS HLDGS INC | $2,128.26万 | 0.08% | 421,605 | -25,935 | -5.8% | -$130.92万 | 减仓 |
| CNO | CNO FINL GROUP INC | $2,108.23万 | 0.08% | 413,540 | -15,985 | -3.7% | -$81.49万 | 减仓 |
| ALGT | ALLEGIANT TRAVEL CO | $2,092.70万 | 0.08% | 177,951 | -93,355 | -34.4% | -$1,097.85万 | 减仓 |
| AUPH | AURINIA PHARMACEUTICALS INC | $2,089.88万 | 0.08% | 1,231,516 | 134,327 | 12.2% | $227.95万 | 加仓 |
| CNA | CNA FINL CORP | $2,085.21万 | 0.07% | 428,968 | -35,727 | -7.7% | -$173.67万 | 减仓 |
| FIGS | FIGS INC | $2,058.86万 | 0.07% | 2,012,570 | 315,752 | 18.6% | $323.01万 | 加仓 |
| POR | PORTLAND GEN ELEC CO | $2,049.65万 | 0.07% | 395,457 | 26,561 | 7.2% | $137.67万 | 加仓 |
| SFD | SMITHFIELD FOODS INC | $2,029.22万 | 0.07% | 836,446 | -625,700 | -42.8% | -$1,517.95万 | 减仓 |
| ZION | ZIONS BANCORPORATION NATL AS | $1,965.47万 | 0.07% | 284,068 | 4,931 | 1.8% | $34.12万 | 加仓 |
| ASAN | ASANA INC | $1,964.49万 | 0.07% | 2,806,411 | 481,372 | 20.7% | $336.96万 | 加仓 |
| SBUX | STARBUCKS CORP | $1,963.33万 | 0.07% | 192,125 | -59,097 | -23.5% | -$603.91万 | 减仓 |
| ROG | ROGERS CORP | $1,949.63万 | 0.07% | 119,076 | 35,353 | 42.2% | $578.83万 | 加仓 |
| LQDA | LIQUIDIA CORPORATION | $1,919.52万 | 0.07% | 240,752 | 240,752 | — | $1,919.52万 | 新建仓 |
| KMPR | KEMPER CORP | $1,871.96万 | 0.07% | 694,347 | 267,710 | 62.7% | $721.75万 | 加仓 |
| MSGE | MADISON SQUARE GARDEN ENTMT | $1,857.84万 | 0.07% | 229,675 | 53,863 | 30.6% | $435.70万 | 加仓 |
| OMCL | OMNICELL COM | $1,854.45万 | 0.07% | 446,639 | -56,061 | -11.2% | -$232.77万 | 减仓 |
| OFG | OFG BANCORP | $1,843.02万 | 0.07% | 375,589 | -19,277 | -4.9% | -$94.59万 | 减仓 |
| ALNY | ALNYLAM PHARMACEUTICALS INC | $1,835.86万 | 0.07% | 60,986 | -151,218 | -71.3% | -$4,552.12万 | 减仓 |
| IDCC | INTERDIGITAL INC | $1,832.13万 | 0.07% | 64,710 | -45,603 | -41.3% | -$1,291.16万 | 减仓 |
| STRL | STERLING INFRASTRUCTURE INC | $1,818.81万 | 0.07% | 21,669 | 6,608 | 43.9% | $554.65万 | 加仓 |
| AXGN | AXOGEN INC | $1,784.89万 | 0.06% | 386,423 | 1,769 | 0.5% | $8.17万 | 加仓 |
| MCY | MERCURY GENL CORP NEW | $1,769.67万 | 0.06% | 165,979 | -186,870 | -53.0% | -$1,992.41万 | 减仓 |
| NVCR | NOVOCURE LTD | $1,763.57万 | 0.06% | 1,164,072 | -167,420 | -12.6% | -$253.64万 | 减仓 |
| CHYM | CHIME FINL INC | $1,762.62万 | 0.06% | 860,652 | 781,729 | 990.5% | $1,600.98万 | 加仓 |
| IRWD | IRONWOOD PHARMACEUTICALS INC | $1,711.77万 | 0.06% | 4,065,964 | 433,487 | 11.9% | $182.50万 | 加仓 |
| SCSC | SCANSOURCE INC | $1,705.48万 | 0.06% | 327,411 | -29,077 | -8.2% | -$151.46万 | 减仓 |
| BBSI | BARRETT BUSINESS SVCS INC | $1,701.24万 | 0.06% | 478,954 | 177,850 | 59.1% | $631.72万 | 加仓 |
| VST | VISTRA CORP | $1,700.89万 | 0.06% | 107,224 | -30,019 | -21.9% | -$476.19万 | 减仓 |
| QNST | QUINSTREET INC | $1,682.21万 | 0.06% | 1,148,269 | 201,509 | 21.3% | $295.21万 | 加仓 |
| LW | LAMB WESTON HLDGS INC | $1,680.54万 | 0.06% | 389,194 | -9,567 | -2.4% | -$41.31万 | 减仓 |
| TREE | LENDINGTREE INC | $1,656.77万 | 0.06% | 374,073 | 53,395 | 16.7% | $236.49万 | 加仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $1,641.30万 | 0.06% | 60,353 | -9,156 | -13.2% | -$249.00万 | 减仓 |
| IDT | IDT CORP | $1,625.14万 | 0.06% | 279,425 | -12,026 | -4.1% | -$69.94万 | 减仓 |
| NTB | BANK OF N T BUTTERFIELD & SO | $1,616.14万 | 0.06% | 271,620 | -18,959 | -6.5% | -$112.81万 | 减仓 |
| CRI | CARTERS INC | $1,610.23万 | 0.06% | 391,212 | 52,318 | 15.4% | $215.34万 | 加仓 |
| INVH | INVITATION HOMES INC | $1,608.07万 | 0.06% | 532,296 | 13,839 | 2.7% | $41.81万 | 加仓 |
| FLGT | FULGENT GENETICS INC | $1,604.90万 | 0.06% | 782,116 | 425,757 | 119.5% | $873.65万 | 加仓 |
| APPN | APPIAN CORP | $1,579.70万 | 0.06% | 689,825 | 86,395 | 14.3% | $197.84万 | 加仓 |
| RCUS | ARCUS BIOSCIENCES INC | $1,578.76万 | 0.06% | 512,084 | 81,738 | 19.0% | $252.00万 | 加仓 |
| HCI | HCI GROUP INC | $1,574.31万 | 0.06% | 89,832 | -9,362 | -9.4% | -$164.07万 | 减仓 |
| GAP | GAP INC | $1,559.60万 | 0.06% | 834,903 | 544,801 | 187.8% | $1,017.69万 | 加仓 |
| SUI | SUN CMNTYS INC | $1,556.07万 | 0.06% | 129,770 | -56,841 | -30.5% | -$681.58万 | 减仓 |
| SAIA | SAIA INC | $1,545.36万 | 0.06% | 36,693 | -121,233 | -76.8% | -$5,105.85万 | 减仓 |
| VIK | VIKING HOLDINGS LTD | $1,530.42万 | 0.06% | 146,214 | -444,333 | -75.2% | -$4,650.83万 | 减仓 |
| WNC | WABASH NATL CORP | $1,492.07万 | 0.05% | 1,105,237 | 162,100 | 17.2% | $218.84万 | 加仓 |
| PLGO | PELAGOS INS CAP LTD | $1,442.72万 | 0.05% | 592,494 | -81,845 | -12.1% | -$199.29万 | 减仓 |
| SNX | TD SYNNEX CORPORATION | $1,423.43万 | 0.05% | 53,244 | -301,368 | -85.0% | -$8,056.77万 | 减仓 |
| PRAA | PRA GROUP INC | $1,422.70万 | 0.05% | 749,184 | 82,582 | 12.4% | $156.82万 | 加仓 |
| PAGS | PAGSEGURO DIGITAL LTD | $1,415.37万 | 0.05% | 1,563,942 | -50,602 | -3.1% | -$45.79万 | 减仓 |
| FET | FORUM ENERGY TECHNOLOGIES IN | $1,406.37万 | 0.05% | 279,986 | 14,770 | 5.6% | $74.19万 | 加仓 |
| AR | ANTERO RESOURCES CORP | $1,395.99万 | 0.05% | 397,264 | 133,070 | 50.4% | $467.61万 | 加仓 |
| ALHC | ALIGNMENT HEALTHCARE INC | $1,387.31万 | 0.05% | 582,660 | 582,660 | — | $1,387.31万 | 新建仓 |
| ONTO | ONTO INNOVATION INC | $1,378.13万 | 0.05% | 36,415 | -153,218 | -80.8% | -$5,798.54万 | 减仓 |
| MGTX | MEIRAGTX HLDGS PLC | $1,371.41万 | 0.05% | 1,015,106 | 1,001,433 | 7,324.2% | $1,352.94万 | 加仓 |
| KBR | KBR INC | $1,363.02万 | 0.05% | 394,735 | 29,330 | 8.0% | $101.28万 | 加仓 |
| UVE | UNIVERSAL INS HLDGS INC | $1,359.61万 | 0.05% | 328,726 | -7,762 | -2.3% | -$32.10万 | 减仓 |
| NTGR | NETGEAR INC | $1,354.78万 | 0.05% | 580,204 | -104,480 | -15.3% | -$243.96万 | 减仓 |
| RZLT | REZOLUTE INC | $1,332.06万 | 0.05% | 2,561,654 | 2,341,247 | 1,062.2% | $1,217.45万 | 加仓 |
| WKC | WORLD KINECT CORPORATION | $1,325.56万 | 0.05% | 402,418 | -272,446 | -40.4% | -$897.44万 | 减仓 |
| SPOT | SPOTIFY TECHNOLOGY S A | $1,314.58万 | 0.05% | 28,632 | -193,027 | -87.1% | -$8,862.45万 | 减仓 |
| DHR | DANAHER CORP DEL | $1,309.42万 | 0.05% | 68,743 | 0 | 0.0% | — | 不变 |
| CMI | CUMMINS INC | $1,309.03万 | 0.05% | 18,354 | 2,160 | 13.3% | $154.05万 | 加仓 |
| ASPN | ASPEN AEROGELS INC | $1,304.82万 | 0.05% | 2,058,083 | 839,304 | 68.9% | $532.12万 | 加仓 |
| MLAB | MESA LABS INC | $1,302.49万 | 0.05% | 130,838 | 86,421 | 194.6% | $860.32万 | 加仓 |
| PGR | PROGRESSIVE CORP | $1,250.52万 | 0.04% | 57,245 | 57,245 | — | $1,250.52万 | 新建仓 |
| CSGP | COSTAR GROUP INC | $1,250.08万 | 0.04% | 441,412 | 441,412 | — | $1,250.08万 | 新建仓 |
| PD | PAGERDUTY INC | $1,250.03万 | 0.04% | 1,295,371 | -40,849 | -3.1% | -$39.42万 | 减仓 |
| CODI | COMPASS DIVERSIFIED | $1,240.82万 | 0.04% | 1,163,994 | -293,373 | -20.1% | -$312.74万 | 减仓 |
| SN | SHARKNINJA INC | $1,229.47万 | 0.04% | 80,743 | 23,801 | 41.8% | $362.42万 | 加仓 |
| NTLA | INTELLIA THERAPEUTICS INC | $1,228.49万 | 0.04% | 726,057 | 666,074 | 1,110.4% | $1,127.00万 | 加仓 |
| MAX | MEDIAALPHA INC | $1,220.84万 | 0.04% | 971,232 | 221,178 | 29.5% | $278.02万 | 加仓 |
| SFL | SFL CORPORATION LTD | $1,199.45万 | 0.04% | 1,175,935 | 997,097 | 557.5% | $1,017.04万 | 加仓 |
| ARVN | ARVINAS INC | $1,173.91万 | 0.04% | 1,412,643 | -28,878 | -2.0% | -$24.00万 | 减仓 |
| TVTX | TRAVERE THERAPEUTICS INC | $1,167.65万 | 0.04% | 205,536 | -163,657 | -44.3% | -$929.74万 | 减仓 |
| CRM | SALESFORCE INC | $1,162.12万 | 0.04% | 74,181 | -115,342 | -60.9% | -$1,806.95万 | 减仓 |
| PHR | PHREESIA INC | $1,146.08万 | 0.04% | 1,113,782 | 38,022 | 3.5% | $39.12万 | 加仓 |
| OSPN | ONESPAN INC | $1,134.90万 | 0.04% | 790,868 | -76,469 | -8.8% | -$109.73万 | 减仓 |
| PUBM | PUBMATIC INC | $1,132.25万 | 0.04% | 862,996 | -69,217 | -7.4% | -$90.81万 | 减仓 |
| ATI | ATI INC | $1,106.72万 | 0.04% | 56,150 | 56,150 | — | $1,106.72万 | 新建仓 |
| DTE | DTE ENERGY CO | $1,103.98万 | 0.04% | 72,454 | -342 | -0.5% | -$5.21万 | 减仓 |
| MELI | MERCADOLIBRE INC | $1,096.85万 | 0.04% | 6,462 | -4,020 | -38.4% | -$682.35万 | 重新持有 |
| AAMI | ACADIAN ASSET MANAGEMENT INC | $1,085.62万 | 0.04% | 151,793 | -166,338 | -52.3% | -$1,189.65万 | 减仓 |
| AVA | AVISTA CORP | $1,082.85万 | 0.04% | 264,691 | -3,960 | -1.5% | -$16.20万 | 减仓 |