Jacobs Equity LLC
DRAPER UT · SEC CIK 0002111761
$1.14亿2026Q1 申报市值
105持仓数
39.8%前十大占比 · 第一大 8.8%
5 / 4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
FTEC 加仓+$141.74万
VPL 加仓+$105.37万
SPEU 加仓+$85.19万
VGT 加仓+$74.87万
VSS 加仓+$68.74万
2026Q1 卖出最多 按季末市值估算
VTI 清仓-$65.90万
AAPL 减仓-$63.73万
KR 减仓-$60.57万
VXUS 清仓-$37.44万
LOW 减仓-$35.45万
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 |
|---|---|---|---|---|---|---|---|---|
| VGK | VANGUARD INTL EQUITY INDEX F | $1,003.26万 | 8.83% | 112,435 | -604 | -0.5% | -$5.39万 | 减仓 |
| SCHX | SCHWAB STRATEGIC TR | $624.64万 | 5.50% | 243,620 | 1,318 | 0.5% | $3.38万 | 加仓 |
| VPL | VANGUARD INTL EQUITY INDEX F | $603.26万 | 5.31% | 53,585 | 9,360 | 21.2% | $105.37万 | 加仓 |
| SCHE | SCHWAB STRATEGIC TR | $438.70万 | 3.86% | 118,759 | -4,602 | -3.7% | -$17.00万 | 减仓 |
| FTEC | FIDELITY COVINGTON TRUST | $400.43万 | 3.52% | 19,247 | 6,813 | 54.8% | $141.74万 | 加仓 |
| XLK | SELECT SECTOR SPDR TR | $381.40万 | 3.36% | 22,431 | -1,153 | -4.9% | -$19.60万 | 减仓 |
| SCHC | SCHWAB STRATEGIC TR | $360.34万 | 3.17% | 70,406 | 335 | 0.5% | $1.71万 | 加仓 |
| SCHM | SCHWAB STRATEGIC TR | $282.54万 | 2.49% | 91,261 | 816 | 0.9% | $2.53万 | 加仓 |
| VGT | VANGUARD WORLD FD | $219.64万 | 1.93% | 3,148 | 1,073 | 51.7% | $74.87万 | 加仓 |
| VOE | VANGUARD INDEX FDS | $205.76万 | 1.81% | 10,612 | 386 | 3.8% | $7.48万 | 加仓 |
| VBR | VANGUARD INDEX FDS | $203.09万 | 1.79% | 8,636 | 331 | 4.0% | $7.78万 | 加仓 |
| IEUR | ISHARES TR | $199.60万 | 1.76% | 26,239 | 1,020 | 4.0% | $7.76万 | 加仓 |
| FDIS | FIDELITY COVINGTON TRUST | $196.57万 | 1.73% | 19,001 | 5,535 | 41.1% | $57.26万 | 加仓 |
| FNCL | FIDELITY COVINGTON TRUST | $196.34万 | 1.73% | 27,968 | 7,370 | 35.8% | $51.74万 | 加仓 |
| VWO | VANGUARD INTL EQUITY INDEX F | $192.69万 | 1.70% | 35,650 | 9,292 | 35.3% | $50.22万 | 加仓 |
| SCHA | SCHWAB STRATEGIC TR | $189.20万 | 1.67% | 65,062 | 30 | 0.0% | $872 | 加仓 |
| VSS | VANGUARD INTL EQUITY INDEX F | $185.14万 | 1.63% | 12,699 | 4,715 | 59.1% | $68.74万 | 加仓 |
| VOT | VANGUARD INDEX FDS | $176.16万 | 1.55% | 6,003 | -77 | -1.3% | -$2.26万 | 减仓 |
| IPAC | ISHARES TR | $170.92万 | 1.50% | 20,703 | 3,808 | 22.5% | $31.44万 | 加仓 |
| VBK | VANGUARD INDEX FDS | $165.91万 | 1.46% | 5,489 | 230 | 4.4% | $6.95万 | 加仓 |
| XLF | SELECT SECTOR SPDR TR | $164.93万 | 1.45% | 31,815 | -2,217 | -6.5% | -$11.49万 | 减仓 |
| FHLC | FIDELITY COVINGTON TRUST | $162.74万 | 1.43% | 23,060 | 8,397 | 57.3% | $59.26万 | 加仓 |
| GOOGL | ALPHABET INC | $142.89万 | 1.26% | 4,969 | -694 | -12.3% | -$19.96万 | 减仓 |
| FCOM | FIDELITY COVINGTON TRUST | $135.01万 | 1.19% | 19,819 | 3,042 | 18.1% | $20.72万 | 加仓 |
| SPEU | SPDR INDEX SHS FDS | $132.86万 | 1.17% | 25,928 | 16,625 | 178.7% | $85.19万 | 加仓 |
| FIDU | FIDELITY COVINGTON TRUST | $131.10万 | 1.15% | 15,153 | 3,162 | 26.4% | $27.36万 | 加仓 |
| VIS | VANGUARD WORLD FD | $117.53万 | 1.03% | 3,403 | 675 | 24.7% | $23.31万 | 加仓 |
| VCR | VANGUARD WORLD FD | $115.68万 | 1.02% | 3,222 | 205 | 6.8% | $7.36万 | 加仓 |
| XLV | SELECT SECTOR SPDR TR | $110.62万 | 0.97% | 7,608 | -420 | -5.2% | -$6.11万 | 减仓 |
| IWP | ISHARES TR | $110.19万 | 0.97% | 7,928 | 215 | 2.8% | $2.99万 | 加仓 |
| FSTA | FIDELITY COVINGTON TRUST | $105.01万 | 0.92% | 19,551 | 5,025 | 34.6% | $26.99万 | 加仓 |
| VHT | VANGUARD WORLD FD | $104.27万 | 0.92% | 3,818 | 396 | 11.6% | $10.81万 | 加仓 |
| SPEM | SPDR INDEX SHS FDS | $101.45万 | 0.89% | 21,626 | 11,390 | 111.3% | $53.43万 | 加仓 |
| EWX | SPDR INDEX SHS FDS | $101.03万 | 0.89% | 13,501 | 94 | 0.7% | $7,034 | 加仓 |
| NVDA | NVIDIA CORPORATION | $94.45万 | 0.83% | 5,416 | -80 | -1.5% | -$1.40万 | 减仓 |
| IWS | ISHARES TR | $94.06万 | 0.83% | 5,908 | 99 | 1.7% | $1.58万 | 加仓 |
| — | EXXON MOBIL CORP | $87.51万 | 0.77% | 5,158 | -423 | -7.6% | -$7.18万 | 减仓 |
| VFH | VANGUARD WORLD FD | $86.72万 | 0.76% | 7,178 | 1,255 | 21.2% | $15.16万 | 加仓 |
| VNQI | VANGUARD INTL EQUITY INDEX F | $82.45万 | 0.73% | 18,548 | 348 | 1.9% | $1.55万 | 加仓 |
| XLI | SELECT SECTOR SPDR TR | $82.34万 | 0.72% | 5,091 | -970 | -16.0% | -$15.69万 | 减仓 |
| SCHF | SCHWAB STRATEGIC TR | $81.95万 | 0.72% | 33,110 | 12,308 | 59.2% | $30.46万 | 加仓 |
| XLP | SELECT SECTOR SPDR TR | $79.78万 | 0.70% | 9,732 | -724 | -6.9% | -$5.94万 | 减仓 |
| VDE | VANGUARD WORLD FD | $77.32万 | 0.68% | 4,760 | -380 | -7.4% | -$6.17万 | 减仓 |
| AAPL | APPLE INC | $69.97万 | 0.62% | 2,757 | -2,511 | -47.7% | -$63.73万 | 减仓 |
| XLC | SELECT SECTOR SPDR TR | $69.49万 | 0.61% | 6,268 | 633 | 11.2% | $7.02万 | 加仓 |
| XLY | SELECT SECTOR SPDR TR | $68.58万 | 0.60% | 6,293 | -934 | -12.9% | -$10.18万 | 减仓 |
| VNQ | VANGUARD INDEX FDS | $68.12万 | 0.60% | 7,016 | 136 | 2.0% | $1.32万 | 加仓 |
| WMT | WALMART INC | $66.97万 | 0.59% | 5,389 | -931 | -14.7% | -$11.57万 | 减仓 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $65.70万 | 0.58% | 1,371 | 0 | 0.0% | — | 不变 |
| FENY | FIDELITY COVINGTON TRUST | $64.58万 | 0.57% | 18,982 | 3,890 | 25.8% | $13.23万 | 加仓 |
| VOX | VANGUARD WORLD FD | $63.91万 | 0.56% | 3,223 | 60 | 1.9% | $1.19万 | 加仓 |
| PSX | PHILLIPS 66 | $62.47万 | 0.55% | 3,429 | 1 | 0.0% | $182 | 加仓 |
| JPM | JPMORGAN CHASE & CO. | $59.39万 | 0.52% | 2,019 | -400 | -16.5% | -$11.77万 | 减仓 |
| SIRI | SIRIUSXM HOLDINGS INC | $57.93万 | 0.51% | 25,100 | -400 | -1.6% | -$9,232 | 减仓 |
| VMBS | VANGUARD SCOTTSDALE FDS | $55.63万 | 0.49% | 11,848 | 2,144 | 22.1% | $10.07万 | 加仓 |
| CRSP | CRISPR THERAPEUTICS AG | $55.13万 | 0.49% | 11,590 | -500 | -4.1% | -$2.38万 | 减仓 |
| XLE | SELECT SECTOR SPDR TR | $54.45万 | 0.48% | 8,889 | -221 | -2.4% | -$1.35万 | 减仓 |
| UNH | UNITEDHEALTH GROUP INC | $53.93万 | 0.47% | 1,993 | 300 | 17.7% | $8.12万 | 加仓 |
| GS | GOLDMAN SACHS GROUP INC | $52.96万 | 0.47% | 626 | -4 | -0.6% | -$3,384 | 减仓 |
| CSCO | CISCO SYS INC | $49.51万 | 0.44% | 6,381 | -65 | -1.0% | -$5,043 | 减仓 |
| FMAT | FIDELITY COVINGTON TRUST | $49.41万 | 0.43% | 8,573 | 2,078 | 32.0% | $11.98万 | 加仓 |
| IEV | ISHARES TR | $47.63万 | 0.42% | 7,010 | 0 | 0.0% | — | 不变 |
| FLCA | FRANKLIN TEMPLETON ETF TR | $47.00万 | 0.41% | 9,604 | 9,604 | — | $47.00万 | 新建仓 |
| MSFT | MICROSOFT CORP | $45.86万 | 0.40% | 1,239 | 16 | 1.3% | $5,923 | 加仓 |
| FUTY | FIDELITY COVINGTON TRUST | $45.84万 | 0.40% | 7,761 | 1,744 | 29.0% | $10.30万 | 加仓 |
| PTRN | PATTERN GROUP INC | $43.75万 | 0.39% | 35,200 | 22,100 | 168.7% | $27.47万 | 加仓 |
| IYH | ISHARES TR | $43.36万 | 0.38% | 7,035 | -1,056 | -13.1% | -$6.51万 | 减仓 |
| AVGO | BROADCOM INC | $42.84万 | 0.38% | 1,384 | 49 | 3.7% | $1.52万 | 加仓 |
| IJT | ISHARES TR | $41.08万 | 0.36% | 2,839 | 0 | 0.0% | — | 不变 |
| IYF | ISHARES TR | $40.20万 | 0.35% | 3,417 | -51 | -1.5% | -$6,001 | 减仓 |
| XLB | SELECT SECTOR SPDR TR | $38.45万 | 0.34% | 7,695 | -817 | -9.6% | -$4.08万 | 减仓 |
| SCHH | SCHWAB STRATEGIC TR | $38.35万 | 0.34% | 17,846 | 6,139 | 52.4% | $13.19万 | 加仓 |
| VST | VISTRA CORP | $36.89万 | 0.32% | 2,454 | 493 | 25.1% | $7.41万 | 加仓 |
| AMZN | AMAZON COM INC | $36.30万 | 0.32% | 1,743 | -80 | -4.4% | -$1.67万 | 减仓 |
| — | BARINGS CORPORATE INVS | $36.25万 | 0.32% | 21,028 | 0 | 0.0% | — | 不变 |
| KR | KROGER CO | $35.83万 | 0.32% | 4,951 | -8,370 | -62.8% | -$60.57万 | 减仓 |
| VDC | VANGUARD WORLD FD | $35.44万 | 0.31% | 1,537 | 133 | 9.5% | $3.07万 | 加仓 |
| — | ALPS ETF TR | $35.08万 | 0.31% | 8,597 | -103 | -1.2% | -$4,203 | 减仓 |
| SLYV | SPDR SERIES TRUST | $35.03万 | 0.31% | 3,371 | -1,365 | -28.8% | -$14.19万 | 减仓 |
| DLTR | DOLLAR TREE INC | $32.31万 | 0.28% | 2,950 | -500 | -14.5% | -$5.48万 | 减仓 |
| VCLT | VANGUARD SCOTTSDALE FDS | $31.51万 | 0.28% | 4,217 | 367 | 9.5% | $2.74万 | 加仓 |
| WPC | WP CAREY INC | $31.33万 | 0.28% | 4,610 | -258 | -5.3% | -$1.75万 | 减仓 |
| T | AT&T INC | $31.14万 | 0.27% | 10,743 | -500 | -4.4% | -$1.45万 | 减仓 |
| SLYG | SPDR SERIES TRUST | $29.70万 | 0.26% | 2,704 | -1,031 | -27.6% | -$11.32万 | 减仓 |
| LAMR | LAMAR ADVERTISING CO NEW | $29.01万 | 0.26% | 2,290 | 0 | 0.0% | — | 不变 |
| SCZ | ISHARES TR | $28.89万 | 0.25% | 3,684 | -120 | -3.2% | -$9,409 | 减仓 |
| VPU | VANGUARD WORLD FD | $27.85万 | 0.25% | 1,406 | 73 | 5.5% | $1.45万 | 加仓 |
| EEM | ISHARES TR | $27.83万 | 0.24% | 4,900 | 0 | 0.0% | — | 不变 |
| QCOM | QUALCOMM INC | $26.62万 | 0.23% | 2,067 | -847 | -29.1% | -$10.91万 | 减仓 |
| MO | ALTRIA GROUP INC | $25.87万 | 0.23% | 3,920 | -1,743 | -30.8% | -$11.50万 | 减仓 |
| MMM | 3M CO | $25.68万 | 0.23% | 1,768 | -929 | -34.4% | -$13.49万 | 减仓 |
| DGS | WISDOMTREE TR | $25.63万 | 0.23% | 4,265 | 579 | 15.7% | $3.48万 | 加仓 |
| LOW | LOWES COS INC | $25.05万 | 0.22% | 1,060 | -1,500 | -58.6% | -$35.45万 | 减仓 |
| ADBE | ADOBE INC | $24.24万 | 0.21% | 997 | -11 | -1.1% | -$2,674 | 减仓 |
| FNF | FIDELITY NATIONAL FINANCIAL | $23.87万 | 0.21% | 5,146 | -400 | -7.2% | -$1.86万 | 减仓 |
| SCHQ | SCHWAB STRATEGIC TR | $23.37万 | 0.21% | 7,435 | 375 | 5.3% | $1.18万 | 加仓 |
| SCHP | SCHWAB STRATEGIC TR | $22.76万 | 0.20% | 8,555 | 549 | 6.9% | $1.46万 | 加仓 |
| PRU | PRUDENTIAL FINL INC | $22.42万 | 0.20% | 2,295 | 0 | 0.0% | — | 不变 |
| BOXX | EA SERIES TRUST | $22.10万 | 0.19% | 1,900 | 1,900 | — | $22.10万 | 新建仓 |
| FSK | FS KKR CAP CORP | $21.28万 | 0.19% | 20,900 | -250 | -1.2% | -$2,545 | 减仓 |