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 |
|---|---|---|---|---|---|---|---|---|
| APOG | APOGEE ENTERPRISES INC | $620.23万 | 0.02% | 135,598 | 63,861 | 89.0% | $292.10万 | 加仓 |
| HELE | HELEN OF TROY LTD | $620.05万 | 0.02% | 213,294 | 96,699 | 82.9% | $281.10万 | 加仓 |
| VLY | VALLEY NATL BANCORP | $612.54万 | 0.02% | 418,113 | -65,804 | -13.6% | -$96.40万 | 减仓 |
| UNFI | UNITED NAT FOODS INC | $610.42万 | 0.02% | 133,658 | -367 | -0.3% | -$1.68万 | 减仓 |
| GWW | WW GRAINGER INC | $607.69万 | 0.02% | 4,467 | 546 | 13.9% | $74.28万 | 加仓 |
| EQH | EQUITABLE HLDGS INC | $586.20万 | 0.02% | 133,591 | -2,637 | -1.9% | -$11.57万 | 减仓 |
| CPS | COOPER-STANDARD HOLDINGS INC | $583.11万 | 0.02% | 215,568 | -12,897 | -5.6% | -$34.89万 | 减仓 |
| AXS | AXIS CAP HLDGS LTD | $582.81万 | 0.02% | 54,245 | -202 | -0.4% | -$2.17万 | 减仓 |
| WK | WORKIVA INC | $579.00万 | 0.02% | 119,357 | 106,834 | 853.1% | $518.25万 | 加仓 |
| XPER | XPERI INC | $578.66万 | 0.02% | 703,114 | -69,593 | -9.0% | -$57.28万 | 减仓 |
| — | PRIMEENERGY RESOURCES CORP | $575.44万 | 0.02% | 34,480 | 25,925 | 303.0% | $432.66万 | 加仓 |
| HY | HYSTER-YALE INC | $568.95万 | 0.02% | 162,280 | -10,713 | -6.2% | -$37.56万 | 减仓 |
| WDC | WESTERN DIGITAL CORP | $566.74万 | 0.02% | 8,873 | 201 | 2.3% | $12.84万 | 加仓 |
| FLXS | FLEXSTEEL INDS INC | $564.53万 | 0.02% | 75,796 | 42,268 | 126.1% | $314.81万 | 加仓 |
| EXPD | EXPEDITORS INTL WASH INC | $564.02万 | 0.02% | 34,607 | -3,020 | -8.0% | -$49.22万 | 减仓 |
| GIC | GLOBAL INDUSTRIAL COMPANY | $555.02万 | 0.02% | 165,876 | 27,082 | 19.5% | $90.62万 | 加仓 |
| MCRI | MONARCH CASINO & RESORT INC | $547.71万 | 0.02% | 41,616 | 14,311 | 52.4% | $188.35万 | 加仓 |
| HAFC | HANMI FINL CORP | $547.13万 | 0.02% | 168,868 | -14,454 | -7.9% | -$46.83万 | 减仓 |
| ZUMZ | ZUMIEZ INC | $538.55万 | 0.02% | 302,555 | -80,556 | -21.0% | -$143.39万 | 减仓 |
| CHD | CHURCH & DWIGHT CO INC | $531.76万 | 0.02% | 54,889 | -192,739 | -77.8% | -$1,867.26万 | 减仓 |
| TDS | TELEPHONE & DATA SYS INC | $527.41万 | 0.02% | 142,505 | 62,898 | 79.0% | $232.79万 | 加仓 |
| HIPO | HIPPO HLDGS INC | $527.20万 | 0.02% | 186,553 | -36,795 | -16.5% | -$103.98万 | 减仓 |
| UFCS | UNITED FIRE GROUP INC | $521.13万 | 0.02% | 99,376 | -5,038 | -4.8% | -$26.42万 | 减仓 |
| NI | NISOURCE INC | $519.89万 | 0.02% | 109,335 | -970 | -0.9% | -$4.61万 | 减仓 |
| HRMY | HARMONY BIOSCIENCES HLDGS IN | $516.91万 | 0.02% | 141,968 | 59,700 | 72.6% | $217.37万 | 加仓 |
| DHT | DHT HOLDINGS INC | $511.97万 | 0.02% | 309,720 | -436,615 | -58.5% | -$721.72万 | 减仓 |
| EAT | BRINKER INTL INC | $509.12万 | 0.02% | 30,305 | 24,790 | 449.5% | $416.47万 | 加仓 |
| PCRX | PACIRA BIOSCIENCES INC | $506.89万 | 0.02% | 199,800 | 11,614 | 6.2% | $29.46万 | 加仓 |
| CNXN | PC CONNECTION INC | $506.60万 | 0.02% | 69,407 | -42,791 | -38.1% | -$312.33万 | 减仓 |
| GH | GUARDANT HEALTH INC | $501.46万 | 0.02% | 33,424 | 16,067 | 92.6% | $241.05万 | 加仓 |
| VREX | VAREX IMAGING CORP | $500.42万 | 0.02% | 479,785 | -39,352 | -7.6% | -$41.04万 | 减仓 |
| MATV | MATIV HOLDINGS INC | $497.06万 | 0.02% | 656,619 | 307,645 | 88.2% | $232.89万 | 加仓 |
| CLMB | CLIMB GLOBAL SOLUTIONS INC | $495.93万 | 0.02% | 213,670 | 139,558 | 188.3% | $323.91万 | 加仓 |
| STC | STEWART INFORMATION SVCS COR | $495.89万 | 0.02% | 75,112 | -27,435 | -26.8% | -$181.13万 | 减仓 |
| NPKI | NPK INTERNATIONAL INC | $493.59万 | 0.02% | 310,239 | -71,199 | -18.7% | -$113.28万 | 减仓 |
| DG | DOLLAR GEN CORP | $490.39万 | 0.02% | 42,602 | 4,386 | 11.5% | $50.49万 | 加仓 |
| CR | CRANE COMPANY | $488.86万 | 0.02% | 21,915 | -720 | -3.2% | -$16.06万 | 减仓 |
| PTON | PELOTON INTERACTIVE INC | $488.56万 | 0.02% | 826,674 | -86,930 | -9.5% | -$51.38万 | 减仓 |
| — | AKEBIA THREAPEUTICS INC | $487.12万 | 0.02% | 4,273,026 | 3,843,357 | 894.5% | $438.14万 | 加仓 |
| YELP | YELP INC | $486.06万 | 0.02% | 198,231 | -7,085 | -3.5% | -$17.37万 | 减仓 |
| ZIP | ZIPRECRUITER INC | $482.85万 | 0.02% | 1,287,606 | -513,004 | -28.5% | -$192.38万 | 减仓 |
| RXST | RXSIGHT INC | $481.31万 | 0.02% | 998,569 | -67,752 | -6.4% | -$32.66万 | 减仓 |
| DAKT | DAKTRONICS INC | $479.31万 | 0.02% | 245,047 | 0 | 0.0% | — | 不变 |
| NXH | BED BATH & BEYOND INC | $475.75万 | 0.02% | 821,667 | 703,747 | 596.8% | $407.47万 | 加仓 |
| GSM | FERROGLOBE PLC | $474.86万 | 0.02% | 1,493,275 | 190,015 | 14.6% | $60.42万 | 加仓 |
| DEA | EASTERLY GOVT PPTYS INC | $473.02万 | 0.02% | 189,741 | -11,385 | -5.7% | -$28.38万 | 减仓 |
| ALTO | ALTO INGREDIENTS INC | $471.66万 | 0.02% | 827,481 | 636,507 | 333.3% | $362.81万 | 加仓 |
| ASIX | ADVANSIX INC | $469.74万 | 0.02% | 236,288 | 37,992 | 19.2% | $75.53万 | 加仓 |
| EE | EXCELERATE ENERGY INC | $468.15万 | 0.02% | 123,230 | -43,119 | -25.9% | -$163.81万 | 减仓 |
| NATR | NATURES SUNSHINE PRODS INC | $466.93万 | 0.02% | 214,189 | 22,502 | 11.7% | $49.05万 | 加仓 |
| MGNX | MACROGENICS INC | $463.05万 | 0.02% | 1,002,274 | 561,131 | 127.2% | $259.24万 | 加仓 |
| DOCN | DIGITALOCEAN HLDGS INC | $460.05万 | 0.02% | 29,297 | -884,663 | -96.8% | -$1.39亿 | 减仓 |
| MTRX | MATRIX SVC CO | $446.38万 | 0.02% | 325,825 | -25,162 | -7.2% | -$34.47万 | 减仓 |
| OFIX | ORTHOFIX MED INC | $439.48万 | 0.02% | 480,836 | 101,721 | 26.8% | $92.97万 | 加仓 |
| RM | REGIONAL MGMT CORP | $435.54万 | 0.02% | 105,713 | 34,619 | 48.7% | $142.63万 | 加仓 |
| ARCT | ARCTURUS THERAPEUTICS HLDGS | $435.13万 | 0.02% | 647,511 | 448,783 | 225.8% | $301.58万 | 加仓 |
| LTRX | LANTRONIX INC | $434.37万 | 0.02% | 738,721 | 335,076 | 83.0% | $197.02万 | 加仓 |
| BLND | BLEND LABS INC | $430.71万 | 0.02% | 2,518,765 | 353,399 | 16.3% | $60.43万 | 加仓 |
| SITC | SITE CTRS CORP | $428.64万 | 0.02% | 1,079,691 | -91,516 | -7.8% | -$36.33万 | 减仓 |
| APPF | APPFOLIO INC | $428.26万 | 0.02% | 26,708 | -340,420 | -92.7% | -$5,458.63万 | 减仓 |
| ANAB | ANAPTYSBIO INC | $420.77万 | 0.02% | 62,336 | 33,711 | 117.8% | $227.55万 | 加仓 |
| CMCL | CALEDONIA MNG CORP | $417.26万 | 0.02% | 218,460 | 59,197 | 37.2% | $113.07万 | 加仓 |
| HVT | HAVERTY FURNITURE COS INC | $415.80万 | 0.01% | 162,868 | -11,972 | -6.8% | -$30.56万 | 减仓 |
| MRK | MERCK & CO INC | $414.46万 | 0.01% | 32,254 | 13,376 | 70.9% | $171.88万 | 加仓 |
| CLW | CLEARWATER PAPER CORP | $410.59万 | 0.01% | 261,856 | -19,192 | -6.8% | -$30.09万 | 减仓 |
| OOMA | OOMA INC | $407.61万 | 0.01% | 212,078 | 97,157 | 84.5% | $186.74万 | 加仓 |
| OSG | OCTAVE SPECIALTY GROUP INC | $405.31万 | 0.01% | 649,530 | -234,742 | -26.5% | -$146.48万 | 减仓 |
| WING | WINGSTOP INC | $405.28万 | 0.01% | 23,371 | 594 | 2.6% | $10.30万 | 加仓 |
| BY | BYLINE BANCORP INC | $402.57万 | 0.01% | 106,896 | -10,949 | -9.3% | -$41.23万 | 减仓 |
| RNGR | RANGER ENERGY SVCS INC | $392.69万 | 0.01% | 245,275 | -13,295 | -5.1% | -$21.29万 | 减仓 |
| CRCT | CRICUT INC | $392.53万 | 0.01% | 894,149 | -56,155 | -5.9% | -$24.65万 | 减仓 |
| ITGR | INTEGER HLDGS CORP | $391.51万 | 0.01% | 41,895 | -22,740 | -35.2% | -$212.51万 | 减仓 |
| UIS | UNISYS CORP | $389.84万 | 0.01% | 1,065,140 | 40,671 | 4.0% | $14.89万 | 加仓 |
| USNA | USANA HEALTH SCIENCES INC | $385.51万 | 0.01% | 180,567 | -12,409 | -6.4% | -$26.49万 | 减仓 |
| TRV | TRAVELERS COMPANIES INC | $384.62万 | 0.01% | 11,651 | -440,952 | -97.4% | -$1.46亿 | 减仓 |
| KEX | KIRBY CORP | $383.15万 | 0.01% | 28,179 | 28,179 | — | $383.15万 | 新建仓 |
| GRAL | GRAIL INC | $381.10万 | 0.01% | 55,822 | 20,985 | 60.2% | $143.26万 | 加仓 |
| LGND | LIGAND PHARMACEUTICALS INC | $380.86万 | 0.01% | 12,049 | -8,480 | -41.3% | -$268.04万 | 减仓 |
| LTC | LTC PPTYS INC | $377.86万 | 0.01% | 98,274 | 89,458 | 1,014.7% | $343.97万 | 加仓 |
| OSUR | ORASURE TECHNOLOGIES INC | $376.84万 | 0.01% | 844,935 | -154,658 | -15.5% | -$68.98万 | 减仓 |
| ORLY | OREILLY AUTOMOTIVE INC | $376.83万 | 0.01% | 40,920 | -83,263 | -67.0% | -$766.77万 | 减仓 |
| MAT | MATTEL INC | $375.63万 | 0.01% | 270,627 | -103,482 | -27.7% | -$143.63万 | 减仓 |
| HSTM | HEALTHSTREAM INC | $372.47万 | 0.01% | 136,688 | -151,491 | -52.6% | -$412.81万 | 减仓 |
| ARKO | ARKO CORP | $372.36万 | 0.01% | 463,714 | -271,185 | -36.9% | -$217.76万 | 减仓 |
| CECO | CECO ENVIRONMENTAL CORP | $367.48万 | 0.01% | 40,498 | 0 | 0.0% | — | 不变 |
| IBCP | INDEPENDENT BK CORP MICH | $367.33万 | 0.01% | 101,839 | -8,566 | -7.8% | -$30.90万 | 减仓 |
| SLDE | SLIDE INS HLDGS INC | $361.54万 | 0.01% | 186,651 | -80,804 | -30.2% | -$156.52万 | 减仓 |
| NXRT | NEXPOINT RESIDENTIAL TR INC | $358.44万 | 0.01% | 128,381 | 23,385 | 22.3% | $65.29万 | 加仓 |
| ALEC | ALECTOR INC | $354.95万 | 0.01% | 1,765,929 | -388,432 | -18.0% | -$78.07万 | 减仓 |
| SXC | SUNCOKE ENERGY INC | $347.77万 | 0.01% | 432,017 | -85,177 | -16.5% | -$68.57万 | 减仓 |
| CTBI | COMMUNITY TR BANCORP INC | $347.49万 | 0.01% | 48,022 | -3,733 | -7.2% | -$27.01万 | 减仓 |
| BDX | BECTON DICKINSON & CO | $345.68万 | 0.01% | 22,843 | 11,206 | 96.3% | $169.58万 | 加仓 |
| ERII | ENERGY RECOVERY INC | $341.68万 | 0.01% | 378,799 | 54,014 | 16.6% | $48.72万 | 加仓 |
| AGL | AGILON HEALTH INC | $339.15万 | 0.01% | 31,643 | -264,909 | -89.3% | -$2,839.29万 | 减仓 |
| KRNY | KEARNY FINL CORP MD | $337.74万 | 0.01% | 357,017 | 19,237 | 5.7% | $18.20万 | 加仓 |
| TARS | TARSUS PHARMACEUTICALS INC | $337.58万 | 0.01% | 53,636 | 53,636 | — | $337.58万 | 新建仓 |
| KRT | KARAT PACKAGING INC | $336.44万 | 0.01% | 100,550 | 20,271 | 25.3% | $67.83万 | 加仓 |
| EMBC | EMBECTA CORP | $334.97万 | 0.01% | 1,027,514 | 1,027,514 | — | $334.97万 | 新建仓 |
| OCUL | OCULAR THERAPEUTIX INC | $329.62万 | 0.01% | 335,666 | -134,363 | -28.6% | -$131.94万 | 减仓 |
| KFRC | KFORCE INC | $327.81万 | 0.01% | 69,865 | -335,855 | -82.8% | -$1,575.83万 | 减仓 |