Jacobi Capital Management LLC
PITTSTON PA · SEC CIK 0001689646
$17.90亿2026Q1 申报市值
632持仓数
33.5%前十大占比 · 第一大 14.7%
31 / 13新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SPY 加仓+$1,938.34万
BIL 加仓+$989.60万
BRK/B 加仓+$548.88万
JPST 加仓+$458.38万
VSLU 加仓+$425.94万
2026Q1 卖出最多 按季末市值估算
IWP 清仓-$891.60万
SCHX 减仓-$144.04万
BNY 减仓-$130.10万
JNJ 减仓-$115.37万
AZN 清仓-$67.68万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DFAE | DIMENSIONAL ETF TRUST | $699.41万 | 0.39% | 206,558 | 27,913 | 15.6% | $94.51万 | 加仓 |
| BND | VANGUARD BD INDEX FDS | $700.38万 | 0.39% | 95,109 | -1,745 | -1.8% | -$12.85万 | 减仓 |
| ABBV | ABBVIE INC | $710.66万 | 0.40% | 32,675 | -198 | -0.6% | -$4.31万 | 减仓 |
| VZ | VERIZON COMMUNICATIONS INC | $727.39万 | 0.41% | 144,898 | 4,472 | 3.2% | $22.45万 | 加仓 |
| SPAB | SPDR SERIES TRUST | $753.13万 | 0.42% | 293,960 | 15,654 | 5.6% | $40.11万 | 加仓 |
| IVV | ISHARES TR | $774.39万 | 0.43% | 11,855 | -190 | -1.6% | -$12.41万 | 减仓 |
| AMAT | APPLIED MATLS INC | $785.55万 | 0.44% | 22,983 | -1,673 | -6.8% | -$57.18万 | 减仓 |
| CSCO | CISCO SYS INC | $788.35万 | 0.44% | 101,605 | 2,072 | 2.1% | $16.08万 | 加仓 |
| JNJ | JOHNSON & JOHNSON | $803.97万 | 0.45% | 32,891 | -4,720 | -12.5% | -$115.37万 | 减仓 |
| BBIN | J P MORGAN EXCHANGE TRADED F | $805.77万 | 0.45% | 110,198 | 12,991 | 13.4% | $94.99万 | 加仓 |
| VEA | VANGUARD TAX-MANAGED FDS | $806.15万 | 0.45% | 125,804 | 2,675 | 2.2% | $17.14万 | 加仓 |
| CVX | CHEVRON CORPORATION | $813.53万 | 0.45% | 39,320 | 1,425 | 3.8% | $29.48万 | 加仓 |
| BUFR | FIRST TR EXCHNG TRADED FD VI | $814.15万 | 0.45% | 241,086 | 27,885 | 13.1% | $94.17万 | 加仓 |
| CAT | CATERPILLAR INC | $816.06万 | 0.46% | 11,519 | -307 | -2.6% | -$21.75万 | 减仓 |
| PEP | PEPSICO INC | $827.99万 | 0.46% | 53,319 | 1,510 | 2.9% | $23.45万 | 加仓 |
| BAC | BANK AMERICA CORP | $828.04万 | 0.46% | 169,853 | 2,809 | 1.7% | $13.69万 | 加仓 |
| MRK | MERCK & CO INC | $869.52万 | 0.49% | 72,285 | 257 | 0.4% | $3.09万 | 加仓 |
| CGMU | CAPITAL GRP FIXED INCM ETF T | $871.96万 | 0.49% | 321,164 | 4,165 | 1.3% | $11.31万 | 加仓 |
| — | EXXON MOBIL CORP | $929.81万 | 0.52% | 54,804 | 2,583 | 4.9% | $43.82万 | 加仓 |
| AMZN | AMAZON COM INC | $937.17万 | 0.52% | 44,998 | 3,862 | 9.4% | $80.43万 | 加仓 |
| QUAL | ISHARES TR | $1,016.13万 | 0.57% | 52,976 | -2,224 | -4.0% | -$42.66万 | 减仓 |
| META | META PLATFORMS INC | $1,153.84万 | 0.64% | 20,168 | -160 | -0.8% | -$9.15万 | 减仓 |
| GOOG | ALPHABET INC | $1,217.35万 | 0.68% | 42,437 | 896 | 2.2% | $25.70万 | 加仓 |
| LLY | ELI LILLY & CO | $1,298.47万 | 0.73% | 14,117 | 6 | 0.0% | $5,519 | 加仓 |
| JPM | JPMORGAN CHASE & CO | $1,310.55万 | 0.73% | 44,552 | 573 | 1.3% | $16.86万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $1,317.15万 | 0.74% | 257,056 | 7,987 | 3.2% | $40.93万 | 加仓 |
| BBJP | J P MORGAN EXCHANGE TRADED F | $1,388.32万 | 0.78% | 201,469 | 4,998 | 2.5% | $34.44万 | 加仓 |
| GOOGL | ALPHABET INC | $1,428.55万 | 0.80% | 49,679 | 396 | 0.8% | $11.39万 | 加仓 |
| WMT | WALMART INC | $1,445.67万 | 0.81% | 116,324 | -2,230 | -1.9% | -$27.71万 | 减仓 |
| NVDA | NVIDIA CORPORATION | $1,485.06万 | 0.83% | 85,153 | -1,916 | -2.2% | -$33.41万 | 减仓 |
| DFAI | DIMENSIONAL ETF TRUST | $1,620.60万 | 0.91% | 415,965 | 56,865 | 15.8% | $221.55万 | 加仓 |
| SCHX | SCHWAB STRATEGIC TR | $1,688.73万 | 0.94% | 658,631 | -56,178 | -7.9% | -$144.04万 | 减仓 |
| DFAU | DIMENSIONAL ETF TRUST | $1,732.99万 | 0.97% | 384,085 | 39,413 | 11.4% | $177.83万 | 加仓 |
| GLD | SPDR GOLD TR | $1,745.21万 | 0.97% | 40,559 | 638 | 1.6% | $27.45万 | 加仓 |
| MSFT | MICROSOFT CORP | $2,136.60万 | 1.19% | 57,720 | 5,245 | 10.0% | $194.15万 | 加仓 |
| IWM | ISHARES TR | $2,175.08万 | 1.22% | 87,705 | 6,186 | 7.6% | $153.41万 | 加仓 |
| CWI | SPDR INDEX SHS FDS | $2,258.94万 | 1.26% | 617,366 | 14,850 | 2.5% | $54.34万 | 加仓 |
| BUFZ | FIRST TR EXCHNG TRADED FD VI | $2,316.07万 | 1.29% | 881,639 | 104,926 | 13.5% | $275.64万 | 加仓 |
| JPST | J P MORGAN EXCHANGE TRADED F | $2,404.13万 | 1.34% | 475,030 | 90,571 | 23.6% | $458.38万 | 加仓 |
| VSLU | ETF OPPORTUNITIES TRUST | $2,575.44万 | 1.44% | 615,985 | 101,875 | 19.8% | $425.94万 | 加仓 |
| AAPL | APPLE INC | $2,816.49万 | 1.57% | 110,977 | 4,068 | 3.8% | $103.24万 | 加仓 |
| SPTM | SPDR SERIES TRUST | $2,873.87万 | 1.61% | 363,505 | 15,328 | 4.4% | $121.18万 | 加仓 |
| BIL | SPDR SERIES TRUST | $3,120.13万 | 1.74% | 340,477 | 107,988 | 46.4% | $989.60万 | 加仓 |
| VTI | VANGUARD INDEX FDS | $3,285.56万 | 1.84% | 102,415 | 1,636 | 1.6% | $52.48万 | 加仓 |
| QQQ | INVESCO QQQ TR | $5,123.43万 | 2.86% | 88,767 | 2,491 | 2.9% | $143.77万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $9,139.83万 | 5.11% | 190,731 | 11,454 | 6.4% | $548.88万 | 加仓 |
| SPY | STATE STR SPDR S&P 500 ETF T | $2.64亿 | 14.74% | 405,821 | 29,805 | 7.9% | $1,938.34万 | 加仓 |