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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
22Q2 调仓
2022-03-31 → 2022-06-30 · 共 124 项
建仓 15
增持 3
减持 68
清仓 38
方向
标的
Δ市值
现股数(环比)
清仓
BRK/A
BERKSHIRE HATHAWAY INC DEL
-$38.1M
0
-100%
减持
MSFT
MICROSOFT CORP
-$31.2M
59,172
-61%
减持
SHY
ISHARES TR
-$24.4M
64,037
-82%
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
AMZN
AMAZON COM INC
-$23.6M
1,960
-73%
清仓
SCHO
SCHWAB STRATEGIC TR
-$20.7M
0
-100%
减持
BIL
SPDR SER TR
-$18.8M
181,590
-53%
减持
AAPL
APPLE INC
-$17.5M
91,351
-47%
清仓
AMD
ADVANCED MICRO DEVICES INC
-$16.0M
0
-100%
减持
GBIL
GOLDMAN SACHS ETF TR
-$13.7M
103,232
-57%
减持
VOO
VANGUARD INDEX FDS
-$13.0M
21,939
-56%
清仓
ICSH
ISHARES TR
-$12.9M
0
-100%
减持
SHV
ISHARES TR
-$12.8M
126,021
-48%
减持
VV
VANGUARD INDEX FDS
-$12.6M
33,042
-62%
减持
SPYM
SPDR SER TR
-$10.4M
130,281
-57%
清仓
CRM
SALESFORCE COM INC
-$10.0M
0
-100%
清仓
ADBE
ADOBE SYSTEMS INCORPORATED
-$9.0M
0
-100%
清仓
ERIE
ERIE INDTY CO
-$8.8M
0
-100%
减持
KLAC
KLA CORP
-$8.7M
12,387
-64%
减持
GOOGL
ALPHABET INC
-$7.8M
1,382
-65%
清仓
—
BLACKROCK INC
-$7.4M
0
-100%
减持
IVV
ISHARES TR
-$6.9M
4,813
-75%
清仓
ADI
ANALOG DEVICES INC
-$6.5M
0
-100%
减持
NEE
NEXTERA ENERGY INC
-$6.3M
44,838
-61%
减持
AVGO
BROADCOM INC
-$6.3M
5,798
-60%
减持
DUK
DUKE ENERGY CORP NEW
-$6.0M
30,497
-63%
减持
V
VISA INC
-$5.9M
14,673
-63%
减持
MA
MASTERCARD INCORPORATED
-$5.9M
8,710
-64%
清仓
META
META PLATFORMS INC
-$5.7M
0
-100%
减持
GOOG
ALPHABET INC
-$5.4M
947
-65%
减持
UNH
UNITEDHEALTH GROUP INC
-$5.3M
7,751
-57%
减持
MCD
MCDONALDS CORP
-$5.1M
13,742
-60%
清仓
APD
AIR PRODS & CHEMS INC
-$5.0M
0
-100%
减持
USFR
WISDOMTREE TR
-$5.0M
238,161
-29%
增持
QQQ
INVESCO QQQ TR
+$4.5M
20,260
+515%
减持
LMT
LOCKHEED MARTIN CORP
-$4.4M
6,664
-59%
建仓
VIG
VANGUARD SPECIALIZED FUNDS
+$4.2M
29,223
减持
FNDX
SCHWAB STRATEGIC TR
-$4.1M
43,461
-60%
清仓
UPS
UNITED PARCEL SERVICE INC
-$3.9M
0
-100%
减持
OEF
ISHARES TR
-$3.6M
11,851
-56%
减持
QCOM
QUALCOMM INC
-$3.6M
13,201
-62%
清仓
TFC
TRUIST FINL CORP
-$3.6M
0
-100%
减持
—
EATON CORP PLC
-$3.5M
14,658
-58%
减持
AJG
GALLAGHER ARTHUR J & CO
-$3.4M
14,471
-56%
减持
ABBV
ABBVIE INC
-$3.4M
12,445
-62%
清仓
NOW
SERVICENOW INC
-$3.2M
0
-100%
清仓
SBUX
STARBUCKS CORP
-$3.1M
0
-100%
减持
CSX
CSX CORP
-$3.1M
35,192
-68%
建仓
DGRO
ISHARES TR
+$3.0M
63,749
减持
MS
MORGAN STANLEY
-$3.0M
23,170
-58%
减持
VZ
VERIZON COMMUNICATIONS INC
-$3.0M
11,181
-84%
清仓
VEEV
VEEVA SYS INC
-$2.9M
0
-100%
清仓
VNQ
VANGUARD INDEX FDS
-$2.9M
0
-100%
清仓
—
GARMIN LTD
-$2.9M
0
-100%
清仓
TROW
PRICE T ROWE GROUP INC
-$2.8M
0
-100%
减持
ARES
ARES MANAGEMENT CORPORATION
-$2.8M
20,816
-57%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$2.7M
29,610
-84%
清仓
EFX
EQUIFAX INC
-$2.7M
0
-100%
减持
GD
GENERAL DYNAMICS CORP
-$2.6M
5,520
-65%
减持
LAD
LITHIA MTRS INC
-$2.5M
4,583
-64%
减持
—
STERIS PLC
-$2.5M
4,626
-67%
减持
—
LAM RESEARCH CORP
-$2.5M
1,911
-69%
减持
VTIP
VANGUARD MALVERN FDS
-$2.5M
4,717
-91%
减持
GLD
SPDR GOLD TR
-$2.5M
1,688
-89%
减持
MRK
MERCK & CO INC
-$2.4M
23,126
-58%
清仓
FITB
FIFTH THIRD BANCORP
-$2.4M
0
-100%
建仓
BX
BLACKSTONE INC
+$2.1M
23,157
减持
JNJ
JOHNSON & JOHNSON
-$2.0M
6,177
-65%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$2.0M
10,689
-61%
减持
COST
COSTCO WHSL CORP NEW
-$2.0M
4,966
-34%
减持
MGC
VANGUARD WORLD FD
-$2.0M
11,161
-48%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$1.9M
5,537
-65%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$1.9M
17,266
-60%
建仓
CVS
CVS HEALTH CORP
+$1.8M
19,950
减持
AMAT
APPLIED MATLS INC
-$1.8M
5,658
-68%
减持
KO
COCA COLA CO
-$1.8M
19,365
-61%
减持
PFE
PFIZER INC
-$1.8M
21,677
-62%
清仓
ADSK
AUTODESK INC
-$1.8M
0
-100%
减持
VGSH
VANGUARD SCOTTSDALE FDS
-$1.7M
29,183
-49%
减持
SRE
SEMPRA
-$1.5M
5,399
-61%
清仓
TSLA
TESLA INC
-$1.5M
0
-100%
建仓
TXN
TEXAS INSTRS INC
+$1.4M
9,276
减持
ELV
ELEVANCE HEALTH INC
-$1.4M
1,904
-59%
减持
NXST
NEXSTAR MEDIA GROUP INC
-$1.3M
4,808
-56%
减持
IHF
ISHARES TR
-$1.3M
2,584
-62%
减持
PAYX
PAYCHEX INC
-$1.3M
4,113
-67%
减持
SCHD
SCHWAB STRATEGIC TR
-$1.2M
8,664
-62%
减持
—
INTERPUBLIC GROUP COS INC
-$1.1M
20,099
-58%
减持
LLY
LILLY ELI & CO
-$1.1M
2,708
-61%
减持
BPOP
POPULAR INC
-$1.1M
9,665
-58%
减持
—
ASTRAZENECA PLC
-$1.1M
9,722
-62%
减持
AEP
AMERICAN ELEC PWR CO INC
-$1.0M
6,540
-61%
建仓
GS
GOLDMAN SACHS GROUP INC
+$1.0M
3,481
建仓
—
LINDE PLC
+$1.0M
3,563
减持
D
DOMINION ENERGY INC
-$998.0K
6,998
-62%
建仓
ADP
AUTOMATIC DATA PROCESSING IN
+$990.0K
4,711
建仓
COR
AMERISOURCEBERGEN CORP
+$989.0K
6,990
建仓
AFG
AMERICAN FINL GROUP INC OHIO
+$906.0K
6,528
减持
WEC
WEC ENERGY GROUP INC
-$903.0K
5,907
-61%
减持
—
EXXON MOBIL CORP
-$838.0K
4,469
-70%
减持
HD
HOME DEPOT INC
-$831.0K
1,192
-69%
建仓
SPGP
INVESCO EXCHANGE TRADED FD T
+$811.0K
10,189
清仓
PLD
PROLOGIS INC.
-$789.0K
0
-100%
清仓
CAT
CATERPILLAR INC
-$752.0K
0
-100%
清仓
IWV
ISHARES TR
-$735.0K
0
-100%
清仓
AES
AES CORP
-$719.0K
0
-100%
减持
QRVO
QORVO INC
-$705.0K
6,120
-41%
清仓
VTV
VANGUARD INDEX FDS
-$704.0K
0
-100%
清仓
INTU
INTUIT
-$702.0K
0
-100%
清仓
SPGI
S&P GLOBAL INC
-$663.0K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$606.0K
3,445
+263%
清仓
VTI
VANGUARD INDEX FDS
-$583.0K
0
-100%
清仓
WMT
WALMART INC
-$580.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD
-$579.0K
0
-100%
清仓
—
MULLEN AUTOMOTIVE INC
-$579.0K
0
-100%
建仓
PANW
PALO ALTO NETWORKS INC
+$545.0K
1,104
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD
-$545.0K
0
-100%
建仓
AMGN
AMGEN INC
+$486.0K
1,997
建仓
VRTX
VERTEX PHARMACEUTICALS INC
+$477.0K
1,693
建仓
FTNT
FORTINET INC
+$475.0K
8,402
清仓
CMG
CHIPOTLE MEXICAN GRILL INC
-$348.0K
0
-100%
清仓
CVX
CHEVRON CORP NEW
-$252.0K
0
-100%
清仓
SHOP
SHOPIFY INC
-$203.0K
0
-100%
减持
WPC
WP CAREY INC
-$75.0K
4,583
-19%
增持
—
VISTAGEN THERAPEUTICS INC
-$5.0K
17,000
+4%
