13FBOX
Jacobsen Capital Management · 13F 持仓分析
期权收益计算器 机构排行

Jacobsen Capital Management

No.5350 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$3.42亿
环比变动 Q1 2026
+$4,579.1万+15.5%
持仓股票数
126
新买入
11
加仓
57
减仓
45
清仓
9
持股不变
13
持仓市值走势图
持仓板块构成
股票 历史所有权投资组合占比上一季度占比Q2 2026 市值Q2 2026 股数上季度市值上季度股数股数变动操作
V先锋领航·FTSEVEA
17.36%18.93%$5,936.1万83.3万股$5,605.2万87.5万股-4.2万股-4.75%减仓
V先锋领航指数基金VUG
14.34%14.13%$4,902.7万56.9万股$4,184.9万9.6万股+47.3万股+494.04%加仓
V先锋领航指数基金VTV
12.11%12.55%$4,139.4万19.0万股$3,717.5万18.9万股+464股+0.24%加仓
V先锋领航·SMALLVBR
4.56%4.71%$1,560.8万6.4万股$1,393.3万6.4万股+96股+0.15%加仓
V先锋领航指数基金VBK
4.23%4.04%$1,447.6万4.0万股$1,196.2万4.0万股+8股+0.02%加仓
DDimensional维度·INTERNATIONAL CORE EQUITY MARKET ETFDFAI
3.78%3.11%$1,292.7万31.3万股$921.7万23.7万股+7.7万股+32.46%加仓
S嘉信策略信托SCHF
3.63%3.71%$1,240.0万44.8万股$1,098.7万44.4万股+3,729股+0.84%加仓
苹果AAPL
2.92%2.95%$996.9万3.4万股$874.1万3.4万股+10股+0.03%加仓
英伟达NVDA
2.88%2.9%$985.5万4.9万股$859.0万4.9万股-4股-0.01%减仓
DDimensional维度·EMERGING CORE EQUITY MARKET ETFDFAE
2.18%1.3%$744.6万18.5万股$386.1万11.4万股+7.1万股+62.41%加仓
V先锋领航指数基金VB
2.17%2.16%$741.9万2.4万股$638.3万2.4万股+104股+0.43%加仓
谷歌AGOOGL
1.82%1.7%$622.9万1.7万股$503.7万1.8万股-87股-0.50%减仓
V先锋领航债券指数基金BIV
1.77%1.82%$603.7万7.9万股$537.6万7.0万股+9,053股+13.00%加仓
微软MSFT
1.7%1.89%$580.5万1.6万股$558.6万1.5万股+471股+3.12%加仓
Extra SpaceEXR
1.64%1.71%$560.8万3.9万股$506.0万3.9万股+5股+0.01%加仓
亚马逊AMZN
1.35%1.33%$460.1万1.9万股$392.6万1.9万股+452股+2.40%加仓
博通AVGO
1.06%1%$363.1万9,611股$296.8万9,589股+22股+0.23%加仓
美光科技MU
0.84%0.29%$285.7万2,475股$86.8万2,569股-94股-3.66%减仓
V先锋领航债券指数基金BSV
0.83%0.88%$284.9万3.7万股$261.9万3.3万股+3,168股+9.48%加仓
AAlphabet Inc Class CGOOG
0.8%0.75%$274.6万7,773股$223.6万7,793股-20股-0.26%减仓
特斯拉TSLA
0.71%0.72%$241.6万5,745股$214.5万5,770股-25股-0.43%减仓
Meta平台META
0.68%0.83%$233.4万4,144股$246.5万4,308股-164股-3.81%减仓
AMD超威AMD
0.62%0.26%$213.0万3,667股$76.8万3,774股-107股-2.84%减仓
礼来LLY
0.54%0.48%$185.1万1,543股$141.5万1,538股+5股+0.33%加仓
VisaV
0.52%0.51%$177.7万5,179股$152.4万5,044股+135股+2.68%加仓
摩根大通JPM
0.51%0.53%$175.9万5,373股$157.1万5,341股+32股+0.60%加仓
伯克希尔哈撒韦BRK.B
0.49%0.55%$168.3万3,363股$162.9万3,399股-36股-1.06%减仓
强生JNJ
0.35%0.39%$119.7万4,712股$115.1万4,707股+5股+0.11%加仓
万事达MA
0.33%0.37%$111.9万2,179股$110.5万2,211股-32股-1.45%减仓
英特尔INTC
0.32%0.11%$109.3万7,825股$31.3万7,084股+741股+10.46%加仓
泛林集团LRCX
0.32%0.18%$108.1万2,495股$52.6万2,460股+35股+1.42%加仓
沃尔玛WMT
0.32%0.4%$107.8万9,514股$118.4万9,528股-14股-0.15%减仓
埃克森美孚XOM
0.31%0.45%$106.8万7,814股$132.8万7,825股-11股-0.14%减仓
SSPDR黄金信托GLD
0.31%0.42%$106.8万2,898股$124.7万2,898股00.00%持仓不变
安费诺APH
0.29%0.25%$99.1万5,623股$72.9万5,772股-149股-2.58%减仓
思科CSCO
0.28%0.21%$94.4万8,035股$62.2万8,022股+13股+0.16%加仓
应用材料AMAT
0.27%0.17%$92.7万1,282股$51.8万1,515股-233股-15.38%减仓
艾伯维ABBV
0.27%0.27%$92.1万3,660股$79.0万3,633股+27股+0.74%加仓
卡特彼勒CAT
0.25%0.19%$84.2万791股$55.1万778股+13股+1.67%加仓
GE航空GE
0.25%0.22%$83.9万2,244股$63.7万2,244股00.00%持仓不变
家得宝HD
0.24%0.27%$82.7万2,344股$81.1万2,466股-122股-4.95%减仓
T赛默飞世尔TMO
0.24%0.26%$81.5万1,625股$78.0万1,586股+39股+2.46%加仓
AABRDN SILVER ETF TRUSTSIVR
0.23%0.34%$80.1万1.4万股$102.0万1.4万股00.00%持仓不变
科磊KLAC
0.22%0.11%$74.2万2,460股$33.4万227股+2,233股+983.70%加仓
PACSPACS
0.22%0.2%$73.6万1.7万股$58.2万1.8万股-870股-4.80%减仓
GE VernovaGEV
0.21%0.18%$71.3万607股$52.5万601股+6股+1.00%加仓
BOOKING COMBKNG
0.21%0.22%$70.6万3,959股$65.3万155股+3,804股+2,454.19%加仓
好市多COST
0.21%0.26%$70.2万750股$77.5万778股-28股-3.60%减仓
S嘉信·USSCHX
0.19%0.2%$65.6万2.2万股$58.5万2.3万股-520股-2.28%减仓
可口可乐KO
0.19%0.2%$64.3万7,906股$60.1万7,902股+4股+0.05%加仓

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