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Jackson Wealth Management, LLC 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Jackson Wealth Management, LLC
报告期 2026-03-31 · CIK 0001536799
持仓数
148
前50大市值合计
$860.9M
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q2
21Q4 调仓
2021-06-30 → 2021-12-31 · 共 138 项
建仓 18
增持 58
减持 33
清仓 29
方向
标的
Δ市值
现股数(环比)
减持
—
LAM RESEARCH CORP
-$20.3M
15,027
-69%
增持
MSFT
MICROSOFT CORP
+$17.1M
178,892
+12%
减持
GOOG
ALPHABET INC
-$16.6M
2,133
-77%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
SHW
SHERWIN WILLIAMS CO
-$15.3M
3,000
-95%
减持
IVV
ISHARES TR
-$14.3M
19,151
-65%
清仓
INTC
INTEL CORP
-$12.8M
0
-100%
增持
VOO
VANGUARD INDEX FDS
+$11.3M
52,952
+77%
清仓
TWLO
TWILIO INC
-$9.4M
0
-100%
减持
V
VISA INC
+$9.2M
42,549
-93%
清仓
CPNG
COUPANG INC
-$8.4M
0
-100%
增持
AMAT
APPLIED MATLS INC
+$7.1M
48,134
+1348%
建仓
ADI
ANALOG DEVICES INC
+$7.0M
40,065
清仓
—
MAXIM INTEGRATED PRODS INC
-$6.9M
0
-100%
减持
AMZN
AMAZON COM INC
-$6.9M
8,276
-17%
建仓
OEF
ISHARES TR
+$6.7M
30,553
清仓
MOAT
VANECK VECTORS ETF TR
-$6.4M
0
-100%
增持
NEE
NEXTERA ENERGY INC
+$5.4M
72,394
+280%
增持
SHY
ISHARES TR
+$5.3M
173,341
+56%
减持
AMD
ADVANCED MICRO DEVICES INC
+$5.0M
109,466
-4%
增持
CRM
SALESFORCE COM INC
+$4.7M
70,342
+31%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$4.6M
31,664
-55%
建仓
PAYX
PAYCHEX INC
+$4.4M
32,469
增持
NOW
SERVICENOW INC
+$4.3M
13,499
+66%
增持
VTI
VANGUARD INDEX FDS
+$4.1M
19,351
+656%
清仓
AMGN
AMGEN INC
-$3.9M
0
-100%
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$3.6M
33,323
+28%
减持
META
META PLATFORMS INC
-$3.6M
40,936
-18%
清仓
IUSV
ISHARES TR
-$3.6M
0
-100%
建仓
F
FORD MTR CO DEL
+$3.5M
166,700
建仓
EFX
EQUIFAX INC
+$3.3M
11,372
清仓
ETSY
ETSY INC
-$3.1M
0
-100%
减持
KLAC
KLA CORP
-$2.9M
45,328
-34%
清仓
ROP
ROPER TECHNOLOGIES INC
-$2.9M
0
-100%
清仓
RNG
RINGCENTRAL INC
-$2.9M
0
-100%
增持
CSX
CSX CORP
+$2.8M
159,766
+61%
增持
MA
MASTERCARD INCORPORATED
+$2.8M
35,719
+30%
建仓
IWL
ISHARES TR
+$2.8M
24,214
建仓
PLD
PROLOGIS INC.
+$2.6M
15,552
清仓
—
UNILEVER PLC
-$2.5M
0
-100%
清仓
BABA
ALIBABA GROUP HLDG LTD
-$2.5M
0
-100%
清仓
SCHD
SCHWAB STRATEGIC TR
-$2.5M
0
-100%
减持
QQQ
INVESCO QQQ TR
+$2.5M
90,193
-4%
增持
—
BLACKROCK INC
+$2.4M
11,434
+24%
清仓
CSGP
COSTAR GROUP INC
-$2.4M
0
-100%
减持
GOOGL
ALPHABET INC
+$2.4M
7,511
-5%
增持
NKE
NIKE INC
+$2.4M
57,443
+24%
增持
ADSK
AUTODESK INC
+$2.4M
19,804
+81%
建仓
FITB
FIFTH THIRD BANCORP
+$2.3M
53,284
增持
—
ACCENTURE PLC IRELAND
+$2.3M
19,094
+1%
建仓
SPGI
S&P GLOBAL INC
+$2.3M
4,810
减持
SHV
ISHARES TR
-$2.2M
198,326
-9%
增持
HD
HOME DEPOT INC
+$2.2M
21,367
+2%
清仓
PSCH
INVESCO EXCH TRADED FD TR II
-$2.2M
0
-100%
增持
INTU
INTUIT
+$2.1M
4,041
+324%
增持
AVGO
BROADCOM INC
+$2.1M
11,088
+0%
建仓
QUAL
ISHARES TR
+$2.1M
14,298
建仓
SCHB
SCHWAB STRATEGIC TR
+$2.1M
18,232
增持
UNH
UNITEDHEALTH GROUP INC
+$2.0M
19,497
+0%
减持
AAPL
APPLE INC
-$2.0M
176,187
-28%
清仓
VB
VANGUARD INDEX FDS
-$2.0M
0
-100%
建仓
LLY
LILLY ELI & CO
+$1.9M
6,967
清仓
CMCSA
COMCAST CORP NEW
-$1.8M
0
-100%
增持
CAT
CATERPILLAR INC
+$1.8M
10,473
+494%
建仓
XLG
INVESCO EXCHANGE TRADED FD T
+$1.7M
4,718
清仓
VXF
VANGUARD INDEX FDS
-$1.7M
0
-100%
增持
QCOM
QUALCOMM INC
+$1.7M
40,172
+1%
建仓
NXST
NEXSTAR MEDIA GROUP INC
+$1.7M
11,008
减持
VV
VANGUARD INDEX FDS
+$1.6M
87,679
-1%
增持
AES
AES CORP
+$1.6M
156,186
+87%
增持
—
WISDOMTREE TR
+$1.6M
182,198
+53%
建仓
—
CANADIAN PAC RY LTD
+$1.6M
21,834
清仓
AEE
AMEREN CORP
-$1.5M
0
-100%
减持
JPM
JPMORGAN CHASE & CO
-$1.5M
1,288
-88%
减持
SPYM
SPDR SER TR
+$1.5M
318,525
-2%
增持
MCD
MCDONALDS CORP
+$1.5M
35,343
+2%
增持
COST
COSTCO WHSL CORP NEW
+$1.4M
7,743
+3%
清仓
DOCU
DOCUSIGN INC
-$1.4M
0
-100%
增持
PFE
PFIZER INC
+$1.2M
56,933
+5%
增持
AJG
GALLAGHER ARTHUR J & CO
+$1.0M
33,387
+1%
增持
ARES
ARES MANAGEMENT CORPORATION
+$1.0M
49,080
+6%
增持
ABT
ABBOTT LABS
+$998.0K
34,808
+3%
增持
—
EATON CORP PLC
+$882.0K
35,689
+0%
清仓
NVDA
NVIDIA CORPORATION
-$800.0K
0
-100%
增持
VEEV
VEEVA SYS INC
-$794.0K
15,832
+2%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$754.0K
10,989
增持
APD
AIR PRODS & CHEMS INC
+$738.0K
19,838
+8%
减持
BIL
SPDR SER TR
-$729.0K
325,754
-2%
增持
VCR
VANGUARD WORLD FDS
+$722.0K
22,330
+2%
清仓
BUD
ANHEUSER BUSCH INBEV SA/NV
-$720.0K
0
-100%
增持
—
STERIS PLC
+$667.0K
14,490
+5%
减持
ABBV
ABBVIE INC
+$540.0K
32,631
-5%
减持
VGT
VANGUARD WORLD FDS
+$526.0K
9,553
-1%
减持
QRVO
QORVO INC
-$523.0K
10,377
-5%
增持
LAD
LITHIA MTRS INC
-$510.0K
14,402
+3%
增持
ITW
ILLINOIS TOOL WKS INC
+$506.0K
16,219
+4%
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T
+$502.0K
9,432
清仓
VOE
VANGUARD INDEX FDS
-$424.0K
0
-100%
建仓
SHOP
SHOPIFY INC
+$413.0K
300
清仓
SDY
SPDR SER TR
-$407.0K
0
-100%
增持
ELV
ANTHEM INC
+$402.0K
4,748
+1%
清仓
HUM
HUMANA INC
-$396.0K
0
-100%
清仓
BBY
BEST BUY INC
-$383.0K
0
-100%
清仓
—
HOLOGIC INC
-$368.0K
0
-100%
减持
TSLA
TESLA INC
-$360.0K
470
-63%
增持
KO
COCA COLA CO
+$308.0K
48,574
+2%
增持
SBUX
STARBUCKS CORP
+$299.0K
34,847
+3%
增持
DUK
DUKE ENERGY CORP NEW
+$278.0K
34,340
+2%
减持
ITOT
ISHARES TR
-$267.0K
145,411
-9%
清仓
TTD
THE TRADE DESK INC
-$255.0K
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$248.0K
52,928
-6%
增持
JNJ
JOHNSON & JOHNSON
+$246.0K
17,502
+5%
减持
FNDX
SCHWAB STRATEGIC TR
-$243.0K
113,425
-10%
增持
—
INTERPUBLIC GROUP COS INC
+$242.0K
47,914
+0%
增持
UPS
UNITED PARCEL SERVICE INC
+$231.0K
18,869
+3%
减持
VUG
VANGUARD INDEX FDS
+$224.0K
9,748
-4%
增持
WEC
WEC ENERGY GROUP INC
+$193.0K
14,696
+6%
增持
D
DOMINION ENERGY INC
+$172.0K
18,023
+7%
增持
DIS
DISNEY WALT CO
+$170.0K
2,585
+97%
减持
TQQQ
PROSHARES TR
+$153.0K
4,539
-8%
增持
AEP
AMERICAN ELEC PWR CO INC
+$149.0K
16,564
+6%
减持
SCHX
SCHWAB STRATEGIC TR
+$137.0K
83,533
-7%
减持
MGC
VANGUARD WORLD FD
-$130.0K
27,276
-12%
减持
PRF
INVESCO EXCHANGE TRADED FD T
+$123.0K
15,403
-2%
增持
—
GARMIN LTD
-$116.0K
24,572
+3%
清仓
—
SUNDIAL GROWERS INC
-$96.0K
0
-100%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$89.0K
10,460
+11%
增持
TROW
PRICE T ROWE GROUP INC
+$84.0K
18,776
+3%
增持
TXN
TEXAS INSTRS INC
+$64.0K
38,982
+3%
增持
—
ATLANTICA SUSTAINABLE INFR P
+$63.0K
59,429
+7%
增持
VZ
VERIZON COMMUNICATIONS INC
-$60.0K
67,189
+6%
增持
WMT
WALMART INC
+$55.0K
4,094
+8%
减持
IEI
ISHARES TR
-$46.0K
2,224
-13%
减持
WPC
WP CAREY INC
+$40.0K
5,633
-0%
增持
—
ASTRAZENECA PLC
+$22.0K
25,216
+4%
增持
MRK
MERCK & CO INC
-$17.0K
55,491
+1%
增持
LMT
LOCKHEED MARTIN CORP
+$16.0K
16,441
+7%
减持
—
EXXON MOBIL CORP
-$15.0K
5,023
-1%
增持
—
VISTAGEN THERAPEUTICS INC
-$10.0K
16,370
+22%
