Jacobs Equity LLC
DRAPER UT · SEC CIK 0002111761
$1.45亿2026Q2 申报市值
121持仓数
39.4%前十大占比 · 第一大 7.6%
19 / 5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
JPM 加仓+$695.71万
JEPI 新建仓+$126.80万
VGK 加仓+$106.56万
AMZN 加仓+$94.10万
VBIL 新建仓+$89.14万
2026Q2 卖出最多 按季末市值估算
SPEU 减仓-$61.66万
VGT 减仓-$56.14万
PTRN 减仓-$36.69万
SPEM 减仓-$31.82万
VPL 减仓-$29.42万
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 |
|---|---|---|---|---|---|---|---|---|
| ADBE | ADOBE INC | $0 | 0.00% | 0 | -997 | -100.0% | -$24.24万 | 清仓 |
| SCHQ | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -7,435 | -100.0% | -$23.37万 | 清仓 |
| TJX | TJX COS INC NEW | $0 | 0.00% | 0 | -1,298 | -100.0% | -$20.73万 | 清仓 |
| CVX | CHEVRON CORPORATION | $0 | 0.00% | 0 | -975 | -100.0% | -$20.17万 | 清仓 |
| SCHR | SCHWAB STRATEGIC TR | $0 | 0.00% | 0 | -8,079 | -100.0% | -$20.12万 | 清仓 |
| — | DATAVAULT AI INC | $1.17万 | 0.01% | 33,510 | 33,510 | — | $1.17万 | 新建仓 |
| — | FRANKLIN ETHEREUM TR | $12.52万 | 0.09% | 10,463 | 10,463 | — | $12.52万 | 新建仓 |
| CNH | CNH INDL N V | $15.95万 | 0.11% | 14,200 | 3,500 | 32.7% | $3.93万 | 加仓 |
| SCYB | SCHWAB STRATEGIC TR | $20.64万 | 0.14% | 7,884 | 165 | 2.1% | $4,320 | 加仓 |
| T | AT&T INC | $20.65万 | 0.14% | 9,978 | -765 | -7.1% | -$1.58万 | 减仓 |
| SCHP | SCHWAB STRATEGIC TR | $20.67万 | 0.14% | 7,800 | -755 | -8.8% | -$2.00万 | 减仓 |
| IJS | ISHARES TR | $21.02万 | 0.15% | 1,538 | 1,538 | — | $21.02万 | 新建仓 |
| VAW | VANGUARD WORLD FD | $21.21万 | 0.15% | 927 | 927 | — | $21.21万 | 新建仓 |
| ASML | ASML HLDG NV | $21.88万 | 0.15% | 110 | 110 | — | $21.88万 | 新建仓 |
| IVOV | VANGUARD ADMIRAL FDS INC | $21.97万 | 0.15% | 1,926 | 1,926 | — | $21.97万 | 新建仓 |
| O | REALTY INCOME CORP | $22.04万 | 0.15% | 3,557 | 3,557 | — | $22.04万 | 新建仓 |
| VGSH | VANGUARD SCOTTSDALE FDS | $22.20万 | 0.15% | 3,814 | 3,814 | — | $22.20万 | 新建仓 |
| BOXX | EA SERIES TRUST | $22.25万 | 0.15% | 1,900 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $22.98万 | 0.16% | 408 | 408 | — | $22.98万 | 新建仓 |
| VOLT | TEMA ETF TRUST | $23.12万 | 0.16% | 5,520 | 5,520 | — | $23.12万 | 新建仓 |
| ABBV | ABBVIE INC | $24.80万 | 0.17% | 986 | 986 | — | $24.80万 | 新建仓 |
| ARM | ARM HOLDINGS PLC | $24.82万 | 0.17% | 700 | 700 | — | $24.82万 | 新建仓 |
| VGIT | VANGUARD SCOTTSDALE FDS | $25.20万 | 0.17% | 4,272 | 4,272 | — | $25.20万 | 新建仓 |
| EMR | EMERSON ELEC CO | $25.56万 | 0.18% | 1,785 | 1,785 | — | $25.56万 | 新建仓 |
| BA | BOEING CO | $25.98万 | 0.18% | 1,200 | 1,200 | — | $25.98万 | 新建仓 |
| VPU | VANGUARD WORLD FD | $26.11万 | 0.18% | 1,334 | -72 | -5.1% | -$1.41万 | 减仓 |
| FSK | FS KKR CAP CORP | $27.20万 | 0.19% | 25,900 | 5,000 | 23.9% | $5.25万 | 加仓 |
| IVOG | VANGUARD ADMIRAL FDS INC | $28.00万 | 0.19% | 1,914 | 1,914 | — | $28.00万 | 新建仓 |
| KR | KROGER CO | $28.05万 | 0.19% | 5,051 | 100 | 2.0% | $5,553 | 加仓 |
| AMBA | AMBARELLA INC | $28.10万 | 0.19% | 3,275 | 0 | 0.0% | — | 重新持有 |
| MO | ALTRIA GROUP INC | $28.25万 | 0.20% | 3,926 | 6 | 0.2% | $432 | 加仓 |
| DGS | WISDOMTREE TR | $28.58万 | 0.20% | 4,417 | 152 | 3.6% | $9,836 | 加仓 |
| MMM | 3M CO | $28.92万 | 0.20% | 1,786 | 18 | 1.0% | $2,914 | 加仓 |
| SCZ | ISHARES TR | $30.31万 | 0.21% | 3,684 | 0 | 0.0% | — | 不变 |
| DLR | DIGITAL RLTY TR INC | $30.53万 | 0.21% | 1,700 | 1,700 | — | $30.53万 | 新建仓 |
| VDC | VANGUARD WORLD FD | $30.87万 | 0.21% | 1,369 | -168 | -10.9% | -$3.79万 | 减仓 |
| FNF | FIDELITY NATL FINL INC | $32.67万 | 0.23% | 6,927 | 1,781 | 34.6% | $8.40万 | 加仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $33.43万 | 0.23% | 4,443 | 226 | 5.4% | $1.70万 | 加仓 |
| EEM | ISHARES TR | $33.52万 | 0.23% | 4,900 | 0 | 0.0% | — | 不变 |
| PRU | PRUDENTIAL FINL INC | $34.48万 | 0.24% | 3,195 | 900 | 39.2% | $9.71万 | 加仓 |
| — | ALPS ETF TR | $37.72万 | 0.26% | 8,473 | -124 | -1.4% | -$5,520 | 减仓 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $38.15万 | 0.26% | 7,413 | -2,191 | -22.8% | -$11.28万 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $41.70万 | 0.29% | 8,203 | 508 | 6.6% | $2.58万 | 加仓 |
| SCHH | SCHWAB STRATEGIC TR | $42.05万 | 0.29% | 17,756 | -90 | -0.5% | -$2,131 | 减仓 |
| IYF | ISHARES TR | $43.20万 | 0.30% | 3,388 | -29 | -0.8% | -$3,698 | 减仓 |
| SLYG | SPDR SERIES TRUST | $43.22万 | 0.30% | 3,628 | 924 | 34.2% | $11.01万 | 加仓 |
| WPC | WP CAREY INC | $43.48万 | 0.30% | 6,081 | 1,471 | 31.9% | $10.52万 | 加仓 |
| LOW | LOWES COS INC | $44.86万 | 0.31% | 2,034 | 974 | 91.9% | $21.48万 | 加仓 |
| — | BARINGS CORPORATE INVS | $45.26万 | 0.31% | 25,776 | 4,748 | 22.6% | $8.34万 | 加仓 |
| QCOM | QUALCOMM INC | $45.59万 | 0.31% | 2,467 | 400 | 19.4% | $7.39万 | 加仓 |
| IYH | ISHARES TR | $47.14万 | 0.33% | 7,035 | 0 | 0.0% | — | 不变 |
| XLE | SELECT SECTOR SPDR TR | $47.72万 | 0.33% | 8,985 | 96 | 1.1% | $5,099 | 加仓 |
| FMAT | FIDELITY COVINGTON TRUST | $49.33万 | 0.34% | 8,431 | -142 | -1.7% | -$8,308 | 减仓 |
| LAMR | LAMAR ADVERTISING CO | $49.35万 | 0.34% | 3,164 | 874 | 38.2% | $13.63万 | 加仓 |
| SLYV | SPDR SERIES TRUST | $50.38万 | 0.35% | 4,617 | 1,246 | 37.0% | $13.60万 | 加仓 |
| IJT | ISHARES TR | $50.70万 | 0.35% | 2,839 | 0 | 0.0% | — | 不变 |
| IEV | ISHARES TR | $51.07万 | 0.35% | 7,010 | 0 | 0.0% | — | 不变 |
| PTRN | PATTERN GROUP INC | $51.98万 | 0.36% | 20,634 | -14,566 | -41.4% | -$36.69万 | 减仓 |
| FUTY | FIDELITY COVINGTON TRUST | $52.50万 | 0.36% | 8,986 | 1,225 | 15.8% | $7.16万 | 加仓 |
| NSSC | NAPCO SEC TECHNOLOGIES INC | $53.72万 | 0.37% | 14,144 | 6,686 | 89.6% | $25.39万 | 重新持有 |
| FENY | FIDELITY COVINGTON TRUST | $54.36万 | 0.38% | 18,389 | -593 | -3.1% | -$1.75万 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $58.78万 | 0.41% | 12,558 | 710 | 6.0% | $3.32万 | 加仓 |
| DLTR | DOLLAR TREE INC | $59.87万 | 0.41% | 4,950 | 2,000 | 67.8% | $24.19万 | 加仓 |
| VNQ | VANGUARD INDEX FDS | $66.99万 | 0.46% | 6,947 | -69 | -1.0% | -$6,653 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $67.15万 | 0.46% | 6,268 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $67.33万 | 0.47% | 1,805 | 566 | 45.7% | $21.11万 | 加仓 |
| VST | VISTRA CORP | $70.65万 | 0.49% | 4,454 | 2,000 | 81.5% | $31.73万 | 加仓 |
| PSX | PHILLIPS 66 | $70.66万 | 0.49% | 4,180 | 751 | 21.9% | $12.70万 | 加仓 |
| VOX | VANGUARD WORLD FD | $78.75万 | 0.54% | 4,281 | 1,058 | 32.8% | $19.46万 | 加仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $79.46万 | 0.55% | 26,900 | 1,800 | 7.2% | $5.32万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $80.04万 | 0.55% | 14,675 | 3,085 | 26.6% | $16.83万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $80.16万 | 0.55% | 15,480 | -6,146 | -28.4% | -$31.82万 | 减仓 |
| SPEU | SPDR INDEX SHS FDS | $80.63万 | 0.56% | 14,692 | -11,236 | -43.3% | -$61.66万 | 减仓 |
| WMT | WALMART INC | $81.48万 | 0.56% | 7,194 | 1,805 | 33.5% | $20.44万 | 加仓 |
| VDE | VANGUARD WORLD FD | $82.74万 | 0.57% | 5,511 | 751 | 15.8% | $11.27万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $83.54万 | 0.58% | 826 | 200 | 31.9% | $20.23万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $84.48万 | 0.58% | 10,170 | 438 | 4.5% | $3.64万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $84.76万 | 0.59% | 7,227 | 934 | 14.8% | $10.95万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $85.45万 | 0.59% | 19,052 | 504 | 2.7% | $2.26万 | 加仓 |
| — | EXXON MOBIL CORP | $86.97万 | 0.60% | 6,361 | 1,203 | 23.3% | $16.45万 | 加仓 |
| VBIL | VANGUARD INSTL INDEX FD | $89.14万 | 0.62% | 11,779 | 11,779 | — | $89.14万 | 新建仓 |
| CSCO | CISCO SYS INC | $92.57万 | 0.64% | 7,881 | 1,500 | 23.5% | $17.62万 | 加仓 |
| IWS | ISHARES TR | $92.75万 | 0.64% | 5,635 | -273 | -4.6% | -$4.49万 | 减仓 |
| AVGO | BROADCOM INC | $94.82万 | 0.66% | 2,510 | 1,126 | 81.4% | $42.53万 | 加仓 |
| SCHF | SCHWAB STRATEGIC TR | $96.59万 | 0.67% | 34,870 | 1,760 | 5.3% | $4.88万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $100.27万 | 0.69% | 13,494 | -7 | -0.1% | -$520 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $101.54万 | 0.70% | 2,443 | 450 | 22.6% | $18.70万 | 加仓 |
| AAPL | APPLE INC | $104.14万 | 0.72% | 3,599 | 842 | 30.5% | $24.36万 | 加仓 |
| VFH | VANGUARD WORLD FD | $107.17万 | 0.74% | 8,144 | 966 | 13.5% | $12.71万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $107.73万 | 0.74% | 5,816 | 725 | 14.2% | $13.43万 | 加仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $109.89万 | 0.76% | 2,196 | 825 | 60.2% | $41.28万 | 加仓 |
| IWP | ISHARES TR | $111.32万 | 0.77% | 7,603 | -325 | -4.1% | -$4.76万 | 减仓 |
| FSTA | FIDELITY COVINGTON TRUST | $111.60万 | 0.77% | 21,241 | 1,690 | 8.6% | $8.88万 | 加仓 |
| VIS | VANGUARD WORLD FD | $116.22万 | 0.80% | 3,225 | -178 | -5.2% | -$6.41万 | 减仓 |
| VHT | VANGUARD WORLD FD | $118.29万 | 0.82% | 3,956 | 138 | 3.6% | $4.13万 | 加仓 |
| JEPI | J P MORGAN EXCHANGE TRADED F | $126.80万 | 0.88% | 22,450 | 22,450 | — | $126.80万 | 新建仓 |
| XLV | SELECT SECTOR SPDR TR | $126.91万 | 0.88% | 7,999 | 391 | 5.1% | $6.20万 | 加仓 |
| AMZN | AMAZON COM INC | $135.64万 | 0.94% | 5,691 | 3,948 | 226.5% | $94.10万 | 加仓 |
| VCR | VANGUARD WORLD FD | $142.74万 | 0.99% | 3,599 | 377 | 11.7% | $14.95万 | 加仓 |
| FCOM | FIDELITY COVINGTON TRUST | $146.31万 | 1.01% | 21,058 | 1,239 | 6.3% | $8.61万 | 加仓 |