13FBOX
JAMES INVESTMENT RESEARCH, INC. · 13F 持仓分析
期权收益计算器 机构排行

JAMES INVESTMENT RESEARCH, INC.

No.2820 数据截至 2026Q2
最新持仓市值 (Q2 2026)
$9.84亿
环比变动 Q1 2026
+$9,254.1万+10.4%
持仓股票数
375
新买入
26
加仓
86
减仓
114
清仓
10
持股不变
149
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
谷歌AGOOGL
3.83%3.48%$3,770.9万10.6万股$3,105.9万10.8万股-2,491股-2.31%减仓
英伟达NVDA
3.74%3.65%$3,674.8万18.4万股$3,252.6万18.7万股-2,845股-1.53%减仓
苹果AAPL
3.24%3.27%$3,186.4万11.0万股$2,912.5万11.5万股-4,641股-4.04%减仓
ENOVA INTLENVA
3.05%1.97%$3,003.4万12.5万股$1,757.3万12.9万股-4,608股-3.56%减仓
微软MSFT
2.67%2.91%$2,629.8万7.0万股$2,596.5万7.0万股+355股+0.51%加仓
摩根大通JPM
2.28%2.33%$2,241.7万6.8万股$2,073.6万7.0万股-2,008股-2.85%减仓
卡特彼勒CAT
2.25%1.95%$2,210.8万2.1万股$1,739.1万2.5万股-3,786股-15.42%减仓
IiShares黄金信托IAU
2.16%2.82%$2,129.0万28.2万股$2,512.5万28.5万股-3,042股-1.07%减仓
NNOVANVMI
1.63%1.83%$1,598.8万2.9万股$1,634.9万3.8万股-8,199股-21.78%减仓
博通AVGO
1.57%1.41%$1,540.4万4.1万股$1,257.5万4.1万股+149股+0.37%加仓
沃尔玛WMT
1.55%2.14%$1,524.3万13.5万股$1,904.1万15.3万股-1.9万股-12.16%减仓
亚马逊AMZN
1.5%1.42%$1,471.1万6.2万股$1,266.3万6.1万股+919股+1.51%加仓
高盛GS
1.45%1.36%$1,430.7万1.4万股$1,212.6万1.4万股-188股-1.31%减仓
SSPDR行业精选信托XLK
1.38%0.86%$1,354.1万7.1万股$762.4万5.7万股+1.4万股+23.90%加仓
礼来LLY
1.33%1.12%$1,306.1万1.1万股$998.7万1.1万股+31股+0.29%加仓
捷普JBL
1.3%1.3%$1,279.2万3.3万股$1,159.9万4.4万股-1.0万股-24.00%减仓
UNITED RENTALSURI
1.27%0.91%$1,251.6万1.1万股$815.0万1.1万股-138股-1.23%减仓
阿斯麦ASML
1.27%0.96%$1,246.0万6,263股$858.9万6,503股-240股-3.69%减仓
IiShares安硕·RUSSELLIWM
1.21%1.05%$1,186.8万4.0万股$933.2万3.8万股+1,870股+4.97%加仓
IiShares安硕·1-5 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGSB
1.06%1.17%$1,043.0万19.9万股$1,043.1万19.8万股+541股+0.27%加仓
IiShares安硕·1-3 YEAR TREASURY BOND ETFSHY
1.02%1.13%$1,000.9万12.2万股$1,011.3万12.2万股-578股-0.47%减仓
万事达MA
0.99%1.07%$975.7万1.9万股$950.0万1.9万股-15股-0.08%减仓
IiShares安硕·FLOATING RATE BOND ETFFLOT
0.98%1.1%$959.6万18.8万股$980.5万19.2万股-4,479股-2.33%减仓
Meta平台META
0.97%1.08%$950.8万1.7万股$958.4万1.7万股+129股+0.77%加仓
强生JNJ
0.88%0.95%$867.8万3.4万股$845.4万3.5万股-414股-1.20%减仓
家得宝HD
0.88%0.91%$863.6万2.4万股$811.0万2.5万股-173股-0.70%减仓
宝洁PG
0.87%0.98%$859.4万5.9万股$876.5万6.1万股-2,081股-3.43%减仓
艾伯维ABBV
0.87%0.84%$859.2万3.4万股$751.5万3.5万股-410股-1.19%减仓
麦当劳MCD
0.85%1.09%$839.8万3.1万股$968.8万3.1万股-105股-0.34%减仓
VALERO ENERGY COMVLO
0.84%1.04%$831.1万3.2万股$928.7万3.8万股-5,674股-15.10%减仓
S嘉信·U.S. BROAD MARKET ETFSCHB
0.81%0.66%$798.8万27.6万股$590.8万23.5万股+4.0万股+17.18%加仓
CASEYS GEN STORESCASY
0.77%0.78%$754.4万9,492股$695.6万9,557股-65股-0.68%减仓
IiShares安硕·MSCI EAFE ETFEFA
0.76%0.79%$748.3万7.2万股$705.1万7.3万股-554股-0.76%减仓
伊顿ETN
0.76%0.74%$744.8万1.7万股$660.5万1.8万股-988股-5.35%减仓
IiShares安硕信托IEI
0.75%0.81%$742.7万6.3万股$725.4万6.1万股+2,072股+3.39%加仓
IiShares安硕信托AGG
0.74%0.7%$731.8万7.4万股$627.7万6.3万股+1.1万股+16.93%加仓
雪佛龙CVX
0.71%1.17%$702.9万4.2万股$1,038.3万5.0万股-7,783股-15.51%减仓
M/I HOMESMHO
0.7%0.59%$690.9万4.3万股$524.1万4.3万股+166股+0.39%加仓
贝莱德·INC COMBLK
0.7%0.79%$690.2万7,178股$699.9万7,278股-100股-1.37%减仓
IiShares安硕·7-10YRIEF
0.67%0.66%$655.0万6.9万股$588.7万6.2万股+7,582股+12.29%加仓
美国电力AEP
0.65%0.66%$635.1万4.6万股$592.2万4.5万股+1,243股+2.75%加仓
CADENCE DESIGN SYSTEM COMAYI
0.59%0.38%$577.5万1.5万股$342.4万1.2万股+3,066股+24.88%加仓
伯克希尔哈撒韦BRK.B
0.56%0.59%$552.0万1.1万股$526.8万1.1万股+38股+0.35%加仓
林德LIN
0.56%0.59%$550.4万1.1万股$527.8万1.1万股-41股-0.39%减仓
IiShares安硕信托LQD
0.55%0.55%$541.6万5.0万股$492.2万4.5万股+4,499股+9.96%加仓
GGlobal X基金SHLD
0.48%0.61%$475.7万8.0万股$541.4万7.6万股+3,241股+4.24%加仓
IiShares白银信托SLV
0.48%0.69%$473.1万8.8万股$614.5万9.0万股-1,690股-1.87%减仓
阿斯利康AZN
0.46%0.53%$452.5万2.4万股$474.7万2.4万股-204股-0.85%减仓
IINVESCO VARIABLE RATE INVESTMENT GRADE ETFVRIG
0.46%0.51%$449.7万17.9万股$452.4万18.1万股-1,314股-0.73%减仓
西部数据WDC
0.45%0.2%$440.7万6,900股$175.2万6,476股+424股+6.55%加仓

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