S&

Shayne & Jacobs, LLC

分散型投资策略趋势追踪型长期持有型

申报总市值

US$3.4亿

申报季度: 2026-06-30 · 持股只数: 129

SHAYNE & JACOBS, LLC在最新一期 13F 报告中披露了 129 项持股，申报期为 2026-06-30，总持股市值约为 US$3.4亿，季度换手率为 12.5%。

机构性格雪花图

集中度
32.17
持仓稳定性
12.53
动能／逆势
100
行业集中度
44.32
多样化
100
仓位均衡度
73.18

近期动向

  • 减仓 HCA

    0.0%　-US$762.7万

  • 加仓 AMAT

    -24.6%　US$416.0万

  • 减仓 BRK-A

    -25.0%　-US$313.0万

  • 减仓 BRK-B

    -3.3%　US$76.9万

  • 新建仓 AJG

  • 新建仓 VBIL

持仓地图

新建仓加仓不变减仓

前十大持股占比

本季完整持股清单

仅显示前 101 大持股（共 129 只）

#代码标的名称资产子类别占比占比变动持仓量变化4Q Trend
1BRK-BBerkshire Hathaway Inc-cl B股票-其他23.76%-0.76%-3.31%
2HCAHca Healthcare INC股票-医疗保健10.58%-2.80%—
3VTIVanguard Total Stock Mkt ETFETF-其他4.34%+0.39%-0.79%
4AXPAmerican Express Co股票-金融4.13%+0.28%-0.18%
5SYYSysco CORP股票-非周期性消费3.95%+0.33%-2.95%
6BRK-ABerkshire Hathaway Inc-cl A股票-其他3.33%-1.11%-25.00%
7AMATApplied Materials INC股票-科技3.30%+1.14%-24.55%
8FTITechnipFMC plc股票-能源2.96%-0.32%-1.87%
9GOOGLAlphabet Inc-cl A股票-通信服务2.72%+0.41%-1.19%
10GSGoldman Sachs Group INC股票-金融2.19%+0.11%-7.93%
11BNYBank Of New York Mellon CORP股票-金融1.96%-0.18%-21.62%
12MSFTMicrosoft CORP股票-科技1.93%——
13RHIRobert Half INC股票-工业1.40%+0.20%-0.03%
14WMTWalmart INC股票-非周期性消费1.38%-0.21%-1.01%
15CBRECbre Group INC - A股票-房地产1.37%—-0.75%
16DISWalt Disney Co/the股票-通信服务1.30%+0.01%+5.87%
17PHMPultegroup INC股票-周期性消费1.30%+0.13%-0.78%
18APTVAptiv PLC股票-周期性消费1.14%—+14.12%
19WFCWells Fargo & Co股票-金融1.10%——
20CDWCdw Corp/de股票-科技1.08%+0.09%-2.75%
21AAPLApple INC股票-科技1.04%+0.09%+0.01%
22UNHUnitedhealth Group INC股票-医疗保健0.92%+0.29%-0.80%
23OMCOmnicom Group股票-通信服务0.88%—+5.68%
24VGITVanguard Intermediate-term TETF-其他0.80%+0.09%+19.41%
25THOThor Industries INC股票-周期性消费0.79%+0.25%+63.17%
26PMPhilip Morris International股票-非周期性消费0.79%+0.03%-0.07%
27VBRVanguard Small-cap Value ETFETF-其他0.78%+0.05%-0.46%
28AGCOAgco CORP股票-工业0.78%—+0.37%
29RTXRtx CORP股票-工业0.77%——
30LHLabcorp Holdings INC股票-医疗保健0.75%—-0.55%
31CSLCarlisle Cos INC股票-工业0.69%+0.10%+11.56%
32TELTE Connectivity plc股票-科技0.66%-0.06%-0.89%
33BMYBristol-myers Squibb Co股票-医疗保健0.64%-0.06%+0.24%
34VGSHVanguard Short-term TreasuryETF-政府公债0.60%—-2.84%
35CRD-BCrawford & Co -cl B股票-其他0.54%——
36AJGArthur J Gallagher & Co股票-金融0.54%+0.54%NEW
37CBChubb Limited股票-金融0.54%—-1.12%
38VACMarriott Vacations World股票-周期性消费0.52%+0.17%-0.58%
39VBILVanguard 0-3m T-bill ETFETF-其他0.51%+0.51%NEW
40AIGAmerican International Group股票-金融0.50%—-0.97%
41NVSTEnvista Holdings CORP股票-医疗保健0.46%——
42MINTPimco Enhanced Short MaturitETF-其他0.41%—-3.94%
43CRD-ACrawford & Company -cl A股票-其他0.40%+0.03%-1.49%
44BACBank Of America CORP股票-金融0.40%+0.05%—
45CNNECannae Holdings INC股票-其他0.36%+0.06%-0.61%
46AMCRAmcor plc股票-周期性消费0.33%——
47NSCNorfolk Southern CORP股票-工业0.33%——
48VUGVanguard Growth ETFETF-其他0.32%+0.04%+500.00%
49IEFAIshares Core Msci Eafe ETFETF-其他0.32%—+2.16%
50VBVanguard Small-cap ETFETF-其他0.32%+0.03%-0.28%
1–50 of 101

本季持股变动

Shayne & Jacobs, LLC 在 2026-06-30 最显著的持仓异动： 新建仓: Arthur J Gallagher & Co (AJG); 新建仓: Vanguard 0-3m T-bill ETF (VBIL); 新建仓: Versigent LTD; 新建仓: Abbvie INC (ABBV); 新建仓: General Electric (GE).

Shayne & Jacobs, LLC 于截至 2026-06-30 该季申报之持仓异动，含代码、发行人、权重变化、股数变化与操作类型
#代码标的名称占比变动持仓量变化异动类型
1AMATApplied Materials INC+1.1%-24.55%减仓
2AJGArthur J Gallagher & Co+0.5%NEW新建仓
3VBILVanguard 0-3m T-bill ETF+0.5%NEW新建仓
4GOOGLAlphabet Inc-cl A+0.4%-1.19%减仓
5VTIVanguard Total Stock Mkt ETF+0.4%-0.79%减仓
6SYYSysco CORP+0.3%-2.95%减仓
7UNHUnitedhealth Group INC+0.3%-0.80%减仓
8AXPAmerican Express Co+0.3%-0.18%减仓
9THOThor Industries INC+0.3%+63.17%加仓
10✓ Versigent LTD+0.2%NEW新建仓
11RHIRobert Half INC+0.2%-0.03%减仓
12VACMarriott Vacations World+0.2%-0.58%减仓
13PHMPultegroup INC+0.1%-0.78%减仓
14GSGoldman Sachs Group INC+0.1%-7.93%减仓
15CSLCarlisle Cos INC+0.1%+11.56%加仓
16AAPLApple INC+0.1%+0.01%加仓
17VGITVanguard Intermediate-term T+0.1%+19.41%加仓
18CDWCdw Corp/de+0.1%-2.75%减仓
19EWYIshares Msci South Korea ETF+0.1%—不变
20QCOMQualcomm INC+0.1%—不变
21ABBVAbbvie INC+0.1%NEW新建仓
22GEGeneral Electric+0.1%NEW新建仓
23CNNECannae Holdings INC+0.1%-0.61%减仓
24VOTVanguard Mid-cap Growth ETF+0.1%NEW新建仓
25IEMGIshares Core Msci Emerging+0.1%NEW新建仓
26VBRVanguard Small-cap Value ETF+0.1%-0.46%减仓
27BACBank Of America CORP+0.1%—不变
28CATCaterpillar INC0%+0.21%加仓
29VUGVanguard Growth ETF0%+500.00%加仓
30CSCOCisco Systems INC0%—不变
31PMPhilip Morris International0%-0.07%减仓
32VBVanguard Small-cap ETF0%-0.28%减仓
33CRD-ACrawford & Company -cl A0%-1.49%减仓
34KMBKimberly-clark CORP0%-0.06%减仓
35DISWalt Disney Co/the0%+5.87%加仓
36WFCWells Fargo & Co——不变
37LHLabcorp Holdings INC—-0.55%减仓
38XOMExxon Mobil CORP0%—不变
39BPBp Plc-spons Adr0%—不变
40BMYBristol-myers Squibb Co-0.1%+0.24%加仓
41TELTE Connectivity plc-0.1%-0.89%减仓
42STTState Street CORP-0.1%-52.92%减仓
43HUNHuntsman CORP-0.1%-0.44%减仓
44ACNAccenture plc-0.1%-0.89%减仓
45BNYBank Of New York Mellon CORP-0.2%-21.62%减仓
46WMTWalmart INC-0.2%-1.01%减仓
47FTITechnipFMC plc-0.3%-1.87%减仓
48BRK-BBerkshire Hathaway Inc-cl B-0.8%-3.31%减仓
49BRK-ABerkshire Hathaway Inc-cl A-1.1%-25.00%减仓
50HCAHca Healthcare INC-2.8%—不变

FAQ

Shayne & Jacobs, LLC 是什么机构？属于哪种投资人类型？
Shayne & Jacobs, LLC 是一家投资管理机构，每季依规定向 SEC 申报 Form 13F，披露其在美国上市股票的持仓信息。根据最新一期申报（2026-06-30），该机构追踪的股票投资组合估值约为 US$3.4亿，分布在 129 个已申报仓位之中。
Shayne & Jacobs, LLC 目前前几大持股有哪些？
根据最新 13F 申报，Shayne & Jacobs, LLC 按市值排列的前几大持股为： 1. Berkshire Hathaway Inc-cl B (BRK-B) — US$8010.6万 (23.8%) 2. Hca Healthcare INC (HCA) — US$3567.7万 (10.6%) 3. Vanguard Total Stock Mkt ETF (VTI) — US$1464.2万 (4.3%) 4. American Express Co (AXP) — US$1391.5万 (4.1%) 5. Sysco CORP (SYY) — US$1332.8万 (4.0%)
Shayne & Jacobs, LLC 在最新一期 13F 申报中做了哪些操作？
在最新申报季度中，Shayne & Jacobs, LLC 共进行了 42 项显著调整：新建仓 7 个仓位、加仓 8 个既有持股、减仓 27 个仓位，并完全清仓 0 个持股。 其中幅度最大的异动：新建仓: Arthur J Gallagher & Co (AJG); 新建仓: Vanguard 0-3m T-bill ETF (VBIL); 新建仓: Versigent LTD; 新建仓: Abbvie INC (ABBV); 新建仓: General Electric (GE)
Shayne & Jacobs, LLC 主要集中投资哪些行业板块？
根据目前已申报的股票投资组合，Shayne & Jacobs, LLC 的主要板块分布如下： • Health Care: 23.3% • Financials: 19.7% • Information Technology: 14.7% • Consumer Staples: 10.9% • Communication Services: 8.5% • Consumer Discretionary: 7.2%