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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
22Q1 调仓
2021-12-31 → 2022-03-31 · 共 130 项
建仓 22
增持 27
减持 56
清仓 25
方向
标的
Δ市值
现股数(环比)
建仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
+$38.1M
72
减持
QQQ
INVESCO QQQ TR
-$34.7M
3,294
-96%
建仓
GBIL
GOLDMAN SACHS ETF TR
+$24.0M
239,813
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。
建仓
SCHO
SCHWAB STRATEGIC TR
+$20.7M
418,701
建仓
USFR
WISDOMTREE TR
+$17.0M
337,580
清仓
ITOT
ISHARES TR
-$15.6M
0
-100%
增持
SHY
ISHARES TR
+$14.9M
356,515
+106%
减持
MSFT
MICROSOFT CORP
-$13.8M
150,406
-16%
建仓
ICSH
ISHARES TR
+$12.9M
256,448
减持
GOOGL
ALPHABET INC
-$10.9M
3,897
-48%
减持
ADBE
ADOBE SYSTEMS INCORPORATED
-$9.9M
19,695
-41%
清仓
NKE
NIKE INC
-$9.6M
0
-100%
清仓
SCHX
SCHWAB STRATEGIC TR
-$9.5M
0
-100%
建仓
ERIE
ERIE INDTY CO
+$8.8M
50,000
减持
META
META PLATFORMS INC
-$8.0M
25,854
-37%
清仓
—
ACCENTURE PLC IRELAND
-$7.9M
0
-100%
减持
CRM
SALESFORCE COM INC
-$7.9M
46,951
-33%
减持
HD
HOME DEPOT INC
-$7.7M
3,870
-82%
清仓
VCR
VANGUARD WORLD FDS
-$7.6M
0
-100%
减持
—
LAM RESEARCH CORP
-$7.5M
6,122
-59%
清仓
TXN
TEXAS INSTRS INC
-$7.3M
0
-100%
减持
KLAC
KLA CORP
-$6.8M
34,648
-24%
增持
DUK
DUKE ENERGY CORP NEW
+$5.7M
83,122
+142%
增持
BIL
SPDR SER TR
+$5.6M
387,095
+19%
减持
NOW
SERVICENOW INC
-$5.5M
5,814
-57%
减持
AMAT
APPLIED MATLS INC
-$5.2M
17,828
-63%
清仓
ABT
ABBOTT LABS
-$4.9M
0
-100%
增持
SHV
ISHARES TR
+$4.8M
242,310
+22%
建仓
MS
MORGAN STANLEY
+$4.8M
54,763
清仓
—
WISDOMTREE TR
-$4.6M
0
-100%
清仓
VGT
VANGUARD WORLD FDS
-$4.4M
0
-100%
减持
MA
MASTERCARD INCORPORATED
-$4.2M
24,231
-32%
减持
VTI
VANGUARD INDEX FDS
-$4.1M
2,559
-87%
清仓
ITW
ILLINOIS TOOL WKS INC
-$4.0M
0
-100%
减持
AMZN
AMAZON COM INC
-$3.8M
7,294
-12%
建仓
GD
GENERAL DYNAMICS CORP
+$3.8M
15,739
减持
ADSK
AUTODESK INC
-$3.8M
8,363
-58%
建仓
TFC
TRUIST FINL CORP
+$3.6M
63,663
清仓
F
FORD MTR CO DEL
-$3.5M
0
-100%
建仓
PDBC
INVESCO ACTIVLY MANGD ETC FD
+$3.2M
183,907
建仓
BMY
BRISTOL-MYERS SQUIBB CO
+$3.2M
43,550
清仓
VUG
VANGUARD INDEX FDS
-$3.1M
0
-100%
减持
AES
AES CORP
-$3.1M
27,926
-82%
减持
—
BLACKROCK INC
-$3.1M
9,682
-15%
增持
NEE
NEXTERA ENERGY INC
+$3.0M
115,774
+60%
建仓
VNQ
VANGUARD INDEX FDS
+$2.9M
26,874
建仓
GLD
SPDR GOLD TR
+$2.8M
15,280
清仓
IWL
ISHARES TR
-$2.8M
0
-100%
建仓
VTIP
VANGUARD MALVERN FDS
+$2.7M
52,985
减持
PAYX
PAYCHEX INC
-$2.7M
12,618
-61%
减持
VOO
VANGUARD INDEX FDS
-$2.5M
49,595
-6%
建仓
SRE
SEMPRA
+$2.3M
13,786
清仓
—
ATLANTICA SUSTAINABLE INFR P
-$2.1M
0
-100%
清仓
QUAL
ISHARES TR
-$2.1M
0
-100%
清仓
SCHB
SCHWAB STRATEGIC TR
-$2.1M
0
-100%
减持
QCOM
QUALCOMM INC
-$2.0M
34,700
-14%
建仓
IHF
ISHARES TR
+$1.9M
6,831
减持
INTU
INTUIT
-$1.9M
1,460
-64%
建仓
BPOP
POPULAR INC
+$1.9M
22,897
减持
CSX
CSX CORP
-$1.9M
110,619
-31%
减持
PLD
PROLOGIS INC.
-$1.8M
4,886
-69%
建仓
SCHD
SCHWAB STRATEGIC TR
+$1.8M
23,090
清仓
XLG
INVESCO EXCHANGE TRADED FD T
-$1.7M
0
-100%
增持
AVGO
BROADCOM INC
+$1.7M
14,403
+30%
减持
SPYM
SPDR SER TR
-$1.6M
304,281
-4%
减持
SPGI
S&P GLOBAL INC
-$1.6M
1,617
-66%
减持
LMT
LOCKHEED MARTIN CORP
+$1.4M
16,439
-0%
减持
CAT
CATERPILLAR INC
-$1.4M
3,374
-68%
增持
GOOG
ALPHABET INC
+$1.3M
2,672
+25%
减持
AAPL
APPLE INC
-$1.3M
171,957
-2%
减持
MGC
VANGUARD WORLD FD
-$1.1M
21,656
-21%
减持
VEEV
VEEVA SYS INC
-$1.1M
13,852
-13%
清仓
SHW
SHERWIN WILLIAMS CO
-$1.1M
0
-100%
增持
VV
VANGUARD INDEX FDS
-$1.0M
87,927
+0%
增持
APD
AIR PRODS & CHEMS INC
-$1.0M
20,000
+1%
减持
OEF
ISHARES TR
-$1.0M
27,185
-11%
增持
TSLA
TESLA INC
+$998.0K
1,387
+195%
减持
—
CANADIAN PAC RY LTD
-$992.0K
7,019
-68%
减持
SBUX
STARBUCKS CORP
-$943.0K
34,436
-1%
减持
MCD
MCDONALDS CORP
-$938.0K
34,520
-2%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$922.0K
27,689
-13%
增持
—
EXXON MOBIL CORP
+$914.0K
14,783
+194%
增持
ABBV
ABBVIE INC
+$877.0K
32,662
+0%
减持
TROW
PRICE T ROWE GROUP INC
-$871.0K
18,658
-1%
减持
—
EATON CORP PLC
-$840.0K
35,108
-2%
清仓
TQQQ
PROSHARES TR
-$755.0K
0
-100%
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$754.0K
0
-100%
建仓
VTV
VANGUARD INDEX FDS
+$704.0K
4,765
增持
EFX
EQUIFAX INC
-$631.0K
11,383
+0%
减持
ADI
ANALOG DEVICES INC
-$590.0K
39,061
-3%
建仓
—
MULLEN AUTOMOTIVE INC
+$579.0K
194,214
减持
UNH
UNITEDHEALTH GROUP INC
-$557.0K
18,105
-7%
清仓
SPHQ
INVESCO EXCHANGE TRADED FD T
-$502.0K
0
-100%
减持
LAD
LITHIA MTRS INC
-$489.0K
12,623
-12%
减持
—
GARMIN LTD
-$470.0K
24,249
-1%
减持
IVV
ISHARES TR
-$453.0K
19,136
-0%
减持
PFE
PFIZER INC
-$420.0K
56,820
-0%
减持
NXST
NEXSTAR MEDIA GROUP INC
+$409.0K
10,989
-0%
清仓
DIS
DISNEY WALT CO
-$400.0K
0
-100%
减持
V
VISA INC
-$394.0K
39,803
-6%
减持
FNDX
SCHWAB STRATEGIC TR
-$351.0K
107,639
-5%
建仓
CMG
CHIPOTLE MEXICAN GRILL INC
+$348.0K
220
减持
QRVO
QORVO INC
-$341.0K
10,327
-0%
清仓
IEI
ISHARES TR
-$286.0K
0
-100%
增持
AMD
ADVANCED MICRO DEVICES INC
+$281.0K
146,635
+34%
减持
MRK
MERCK & CO INC
+$255.0K
54,943
-1%
建仓
CVX
CHEVRON CORP NEW
+$252.0K
1,549
清仓
DG
DOLLAR GEN CORP NEW
-$236.0K
0
-100%
增持
—
ASTRAZENECA PLC
+$223.0K
25,511
+1%
清仓
JPM
JPMORGAN CHASE & CO
-$204.0K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$200.0K
16,782
+1%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$181.0K
57,387
+8%
增持
KO
COCA COLA CO
+$175.0K
49,211
+1%
增持
JNJ
JOHNSON & JOHNSON
+$146.0K
17,718
+1%
增持
D
DOMINION ENERGY INC
+$140.0K
18,310
+2%
减持
UPS
UNITED PARCEL SERVICE INC
-$116.0K
18,316
-3%
减持
AJG
GALLAGHER ARTHUR J & CO
+$102.0K
33,027
-1%
减持
—
INTERPUBLIC GROUP COS INC
-$95.0K
47,913
-0%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$94.0K
949
+18%
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$90.0K
16,009
+4%
增持
LLY
LILLY ELI & CO
+$89.0K
7,031
+1%
减持
—
STERIS PLC
-$88.0K
14,226
-2%
减持
ELV
ANTHEM INC
+$79.0K
4,641
-2%
增持
WEC
WEC ENERGY GROUP INC
+$71.0K
15,001
+2%
减持
COST
COSTCO WHSL CORP NEW
-$38.0K
7,569
-2%
增持
VZ
VERIZON COMMUNICATIONS INC
+$34.0K
69,191
+3%
增持
FITB
FIFTH THIRD BANCORP
+$31.0K
54,652
+3%
减持
ARES
ARES MANAGEMENT CORPORATION
-$18.0K
48,881
-0%
减持
WMT
WALMART INC
-$12.0K
3,894
-5%
增持
RDVY
FIRST TR EXCHANGE-TRADED FD
+$3.0K
11,132
+6%
