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 |
|---|---|---|---|---|---|---|---|---|
| — | SUPERNUS PHARMACEUTICALS | $193.45万 | 0.01% | 41,593 | -1,133 | -2.7% | -$5.27万 | 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 |
| SWIM | LATHAM GROUP INC | $192.63万 | 0.01% | 297,733 | -141,396 | -32.2% | -$91.48万 | 减仓 |
| — | OWLET INC | $189.89万 | 0.01% | 330,824 | 259,058 | 361.0% | $148.70万 | 加仓 |
| DGICA | DONEGAL GROUP INC | $188.78万 | 0.01% | 100,095 | -29,132 | -22.5% | -$54.94万 | 减仓 |
| — | LXP INDUSTRIAL TRUST | $187.29万 | 0.01% | 34,760 | 34,760 | — | $187.29万 | 新建仓 |
| NBHC | NATIONAL BK HLDGS CORP | $186.89万 | 0.01% | 42,063 | -5,876 | -12.3% | -$26.11万 | 减仓 |
| ALGM | ALLEGRO MICROSYSTEMS INC | $186.81万 | 0.01% | 26,833 | -281,269 | -91.3% | -$1,958.19万 | 减仓 |
| HROW | HARROW INC | $186.38万 | 0.01% | 43,885 | 43,885 | — | $186.38万 | 新建仓 |
| VRDN | VIRIDIAN THERAPEUTICS INC | $186.30万 | 0.01% | 101,414 | 101,414 | — | $186.30万 | 新建仓 |
| BORR | BORR DRILLING LTD | $185.75万 | 0.01% | 449,748 | 449,748 | — | $185.75万 | 新建仓 |
| MG | MISTRAS GROUP INC | $185.00万 | 0.01% | 105,898 | -8,579 | -7.5% | -$14.99万 | 减仓 |
| NOV | NOV INC | $184.64万 | 0.01% | 99,536 | 99,536 | — | $184.64万 | 新建仓 |
| HIW | HIGHWOODS PPTYS INC | $183.50万 | 0.01% | 60,841 | 10,547 | 21.0% | $31.81万 | 加仓 |
| — | SIGHT SCIENCES INC | $183.44万 | 0.01% | 338,441 | 10,529 | 3.2% | $5.71万 | 加仓 |
| TWI | TITAN INTL INC ILL | $182.82万 | 0.01% | 237,122 | 237,122 | — | $182.82万 | 新建仓 |
| AVAH | AVEANNA HEALTHCARE HLDGS INC | $181.85万 | 0.01% | 212,197 | 925 | 0.4% | $7,927 | 加仓 |
| CCBG | CAPITAL CITY BANK | $180.46万 | 0.01% | 36,516 | -3,194 | -8.0% | -$15.78万 | 减仓 |
| GIII | G III APPAREL GROUP LTD | $178.77万 | 0.01% | 53,031 | 29,058 | 121.2% | $97.95万 | 加仓 |
| — | BCB BANCORP INC | $176.59万 | 0.01% | 164,728 | 95,287 | 137.2% | $102.15万 | 加仓 |
| CORZ | CORE SCIENTIFIC INC NEW | $175.42万 | 0.01% | 68,550 | -151,118 | -68.8% | -$386.71万 | 减仓 |
| TMP | TOMPKINS FINL CORP | $175.15万 | 0.01% | 18,530 | -4,349 | -19.0% | -$41.11万 | 减仓 |
| UPB | UPSTREAM BIO INC | $175.14万 | 0.01% | 253,092 | 253,092 | — | $175.14万 | 新建仓 |
| — | BIOLIFE SOLUTIONS INC | $174.67万 | 0.01% | 61,852 | 50,753 | 457.3% | $143.33万 | 加仓 |
| NPB | NORTHPOINTE BANCSHARES INC. | $173.82万 | 0.01% | 90,627 | -5,485 | -5.7% | -$10.52万 | 减仓 |
| MRBK | MERIDIAN CORP | $173.54万 | 0.01% | 86,641 | 86,641 | — | $173.54万 | 新建仓 |
| VISN | VISTANCE NETWORKS INC | $173.11万 | 0.01% | 135,454 | 105,714 | 355.5% | $135.10万 | 重新持有 |
| MSGK | MADISON SQUARE GRDN SPRT COR | $172.67万 | 0.01% | 4,297 | 4,297 | — | $172.67万 | 新建仓 |
| — | KRONOS WORLDWIDE INC | $171.71万 | 0.01% | 271,256 | 39,608 | 17.1% | $25.07万 | 加仓 |
| TER | TERADYNE INC | $170.07万 | 0.01% | 3,515 | 3,515 | — | $170.07万 | 新建仓 |
| — | TPG MTG INVTS TR INC | $169.27万 | 0.01% | 213,722 | 65,523 | 44.2% | $51.89万 | 加仓 |
| EXPE | EXPEDIA GROUP INC | $168.83万 | 0.01% | 6,598 | 2,362 | 55.8% | $60.44万 | 加仓 |
| RBB | RBB BANCORP | $168.64万 | 0.01% | 61,514 | 1,786 | 3.0% | $4.90万 | 加仓 |
| ORGO | ORGANOGENESIS HLDGS INC | $168.20万 | 0.01% | 692,197 | 692,197 | — | $168.20万 | 新建仓 |
| RUSHA | RUSH ENTERPRISES INC | $167.55万 | 0.01% | 22,957 | 145 | 0.6% | $1.06万 | 加仓 |
| FC | FRANKLIN COVEY CO | $165.84万 | 0.01% | 67,606 | -128,757 | -65.6% | -$315.84万 | 减仓 |
| FWRD | FORWARD AIR CORP | $165.77万 | 0.01% | 122,703 | 122,703 | — | $165.77万 | 新建仓 |
| — | GOPRO INC | $164.19万 | 0.01% | 2,110,370 | -486,334 | -18.7% | -$37.84万 | 减仓 |
| — | SPOK HLDGS INC | $164.16万 | 0.01% | 160,312 | 43,502 | 37.2% | $44.55万 | 加仓 |
| STBA | S & T BANCORP INC | $161.89万 | 0.01% | 32,985 | 0 | 0.0% | — | 不变 |
| GENI | GENIUS SPORTS LIMITED | $157.39万 | 0.01% | 259,723 | -295,820 | -53.2% | -$179.27万 | 减仓 |
| RUN | SUNRUN INC | $157.24万 | 0.01% | 117,518 | 89,251 | 315.7% | $119.42万 | 加仓 |
| PINE | ALPINE INCOME PPTY TR INC | $153.08万 | 0.01% | 73,737 | -7,421 | -9.1% | -$15.41万 | 减仓 |
| SPFI | SOUTH PLAINS FINANCIAL INC | $152.84万 | 0.01% | 35,475 | -14,172 | -28.5% | -$61.06万 | 减仓 |
| DOW | DOW HLDGS INC | $152.49万 | 0.01% | 55,733 | 55,733 | — | $152.49万 | 新建仓 |
| TDW | TIDEWATER INC NEW | $152.26万 | 0.01% | 22,852 | 22,852 | — | $152.26万 | 新建仓 |
| BMBL | BUMBLE INC | $151.50万 | 0.01% | 473,422 | 176,773 | 59.6% | $56.57万 | 加仓 |
| KR | KROGER CO | $150.22万 | 0.01% | 27,052 | 27,052 | — | $150.22万 | 新建仓 |
| FHTX | FOGHORN THERAPEUTICS INC | $149.05万 | 0.01% | 305,434 | 1,677 | 0.6% | $8,184 | 加仓 |
| UNTY | UNITY BANCORP INC | $147.88万 | 0.01% | 25,197 | -2,825 | -10.1% | -$16.58万 | 减仓 |
| — | LANDS END INC NEW | $147.55万 | 0.01% | 140,793 | -17,474 | -11.0% | -$18.31万 | 减仓 |
| ARW | ARROW ELECTRS INC | $146.74万 | 0.01% | 6,876 | 973 | 16.5% | $20.76万 | 加仓 |
| — | TREACE MED CONCEPTS INC | $144.76万 | 0.01% | 363,729 | 99,995 | 37.9% | $39.80万 | 加仓 |
| ZETA | ZETA GLOBAL HOLDINGS CORP | $142.84万 | 0.01% | 72,581 | 72,581 | — | $142.84万 | 新建仓 |
| JRVR | JAMES RIV GROUP HOLDINGS INC | $142.73万 | 0.01% | 324,394 | -25,347 | -7.2% | -$11.15万 | 减仓 |
| — | INSEEGO CORP | $141.28万 | 0.01% | 136,763 | 8,597 | 6.7% | $8.88万 | 加仓 |
| — | CREXENDO INC | $141.11万 | 0.01% | 188,899 | 110,087 | 139.7% | $82.24万 | 加仓 |
| OGE | OGE ENERGY CORP | $140.34万 | 0.01% | 28,841 | 0 | 0.0% | — | 不变 |
| ALTG | ALTA EQUIPMENT GROUP INC | $140.23万 | 0.01% | 216,739 | 95,624 | 79.0% | $61.87万 | 加仓 |
| TXRH | TEXAS ROADHOUSE INC | $139.18万 | 0.01% | 7,203 | -83,729 | -92.1% | -$1,617.90万 | 减仓 |
| — | 1STDIBS COM INC | $138.94万 | 0.00% | 283,557 | 103,149 | 57.2% | $50.54万 | 加仓 |
| VIR | VIR BIOTECHNOLOGY INC | $138.93万 | 0.00% | 136,335 | -1,306,001 | -90.5% | -$1,330.82万 | 减仓 |
| — | LIFEMD INC | $138.56万 | 0.00% | 335,487 | 335,487 | — | $138.56万 | 新建仓 |
| BRSL | BRIGHTSTAR LOTTERY PLC | $138.04万 | 0.00% | 128,767 | 0 | 0.0% | — | 不变 |
| — | ALDEYRA THERAPEUTICS INC | $137.78万 | 0.00% | 646,840 | -149,976 | -18.8% | -$31.94万 | 减仓 |
| PPLI | PEOPLE INC | $137.26万 | 0.00% | 29,736 | -19,152 | -39.2% | -$88.41万 | 减仓 |
| STRZ | STARZ ENTERTAINMENT CORP. | $137.21万 | 0.00% | 47,545 | 47,545 | — | $137.21万 | 新建仓 |
| RBBN | RIBBON COMMUNICATIONS INC | $136.21万 | 0.00% | 582,093 | -103,217 | -15.1% | -$24.15万 | 减仓 |
| LAB | STANDARD BIOTOOLS INC | $134.36万 | 0.00% | 1,633,112 | 1,633,112 | — | $134.36万 | 新建仓 |
| MCB | METROPOLITAN BK HLDG CORP | $134.22万 | 0.00% | 13,591 | 13,591 | — | $134.22万 | 新建仓 |
| CRK | COMSTOCK RES INC | $130.27万 | 0.00% | 87,310 | 21,457 | 32.6% | $32.01万 | 加仓 |
| ED | CONSOLIDATED EDISON INC | $129.95万 | 0.00% | 11,746 | -28,808 | -71.0% | -$318.70万 | 减仓 |
| ELA | ENVELA CORP | $129.77万 | 0.00% | 44,935 | 44,935 | — | $129.77万 | 新建仓 |
| — | PYXIS ONCOLOGY INC | $129.01万 | 0.00% | 428,606 | -32,391 | -7.0% | -$9.75万 | 减仓 |
| MGRC | MCGRATH RENTCORP | $128.21万 | 0.00% | 10,593 | 10,593 | — | $128.21万 | 新建仓 |
| FCPT | FOUR CORNERS PPTY TR INC | $126.78万 | 0.00% | 51,643 | -1,784 | -3.3% | -$4.38万 | 减仓 |
| EFSC | ENTERPRISE FINL SVCS CORP | $126.73万 | 0.00% | 19,236 | -3,224 | -14.4% | -$21.24万 | 减仓 |
| FSTR | FOSTER L B CO | $125.68万 | 0.00% | 27,823 | 27,823 | — | $125.68万 | 新建仓 |
| UTHR | UNITED THERAPEUTICS CORP DEL | $122.89万 | 0.00% | 2,268 | 0 | 0.0% | — | 不变 |
| AII | AMERICAN INTEGRITY INS GROUP | $121.14万 | 0.00% | 64,331 | -37,187 | -36.6% | -$70.02万 | 减仓 |
| SRCE | 1ST SOURCE CORP | $120.55万 | 0.00% | 14,777 | 9,543 | 182.3% | $77.85万 | 加仓 |
| ALAB | ASTERA LABS INC | $119.45万 | 0.00% | 2,473 | -13,110 | -84.1% | -$633.24万 | 减仓 |
| HCSG | HEALTHCARE SVCS GROUP INC | $118.79万 | 0.00% | 48,367 | -3,815 | -7.3% | -$9.37万 | 减仓 |
| ASO | ACADEMY SPORTS & OUTDOORS IN | $117.25万 | 0.00% | 24,877 | 4,318 | 21.0% | $20.35万 | 加仓 |
| CMRC | COMMERCE.COM INC | $116.69万 | 0.00% | 394,234 | -568,349 | -59.0% | -$168.23万 | 减仓 |
| PLXS | PLEXUS CORP | $115.58万 | 0.00% | 3,844 | 3,844 | — | $115.58万 | 新建仓 |
| BJRI | BJS RESTAURANTS INC | $115.42万 | 0.00% | 19,004 | -15,159 | -44.4% | -$92.07万 | 减仓 |
| BE | BLOOM ENERGY CORP | $113.15万 | 0.00% | 3,738 | 3,738 | — | $113.15万 | 新建仓 |
| TARA | PROTARA THERAPEUTICS INC | $112.91万 | 0.00% | 295,565 | 245,310 | 488.1% | $93.71万 | 加仓 |
| HBT | HBT FINL INC. | $111.95万 | 0.00% | 34,996 | 15,134 | 76.2% | $48.41万 | 加仓 |
| MCFT | MASTERCRAFT BOAT HLDGS INC | $111.60万 | 0.00% | 43,221 | -5,446 | -11.2% | -$14.06万 | 减仓 |
| BOOT | BOOT BARN HLDGS INC | $111.08万 | 0.00% | 6,762 | -535 | -7.3% | -$8.79万 | 减仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $110.91万 | 0.00% | 9,506 | -111,114 | -92.1% | -$1,296.37万 | 减仓 |
| — | AMPLIFY ENERGY CORP NEW | $110.11万 | 0.00% | 276,646 | 108,993 | 65.0% | $43.38万 | 加仓 |
| CTKB | CYTEK BIOSCIENCES INC | $107.02万 | 0.00% | 241,581 | -15,711 | -6.1% | -$6.96万 | 减仓 |
| MZTI | MARZETTI COMPANY | $106.89万 | 0.00% | 9,363 | -66,813 | -87.7% | -$762.74万 | 减仓 |
| DNUT | KRISPY KREME INC | $106.41万 | 0.00% | 301,443 | 301,443 | — | $106.41万 | 新建仓 |
| Q | QNITY ELECTRONICS INC | $105.35万 | 0.00% | 6,451 | 6,451 | — | $105.35万 | 新建仓 |
| PRTH | PRIORITY TECHNOLOGY HLDGS IN | $104.99万 | 0.00% | 157,399 | 35,865 | 29.5% | $23.92万 | 加仓 |
| ARDT | ARDENT HEALTH INC | $103.94万 | 0.00% | 105,632 | 63,304 | 149.6% | $62.29万 | 加仓 |