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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
22Q3 调仓
2022-06-30 → 2022-09-30 · 共 105 项
建仓 19
增持 78
减持 3
清仓 5
方向
标的
Δ市值
现股数(环比)
增持
USFR
WISDOMTREE TR
+$22.0M
674,993
+183%
增持
AAPL
APPLE INC
+$21.6M
247,027
+170%
增持
BIL
SPDR SER TR
+$17.4M
371,304
+104%
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。
增持
MSFT
MICROSOFT CORP
+$17.3M
139,570
+136%
增持
SHV
ISHARES TR
+$12.0M
234,928
+86%
增持
GBIL
GOLDMAN SACHS ETF TR
+$11.8M
221,091
+114%
增持
VOO
VANGUARD INDEX FDS
+$11.7M
58,721
+168%
增持
QQQ
INVESCO QQQ TR
+$9.1M
55,170
+172%
增持
VV
VANGUARD INDEX FDS
+$8.0M
83,797
+154%
增持
COR
AMERISOURCEBERGEN CORP
+$6.8M
57,248
+719%
增持
AVGO
BROADCOM INC
+$6.7M
21,507
+271%
增持
SPYM
SPDR SER TR
+$6.7M
297,092
+128%
增持
VIG
VANGUARD SPECIALIZED FUNDS
+$5.5M
71,976
+146%
增持
LMT
LOCKHEED MARTIN CORP
+$5.4M
21,462
+222%
增持
KLAC
KLA CORP
+$5.2M
30,261
+144%
增持
NEE
NEXTERA ENERGY INC
+$5.1M
108,887
+143%
增持
SHY
ISHARES TR
+$5.0M
127,177
+99%
增持
UNH
UNITEDHEALTH GROUP INC
+$4.9M
17,502
+126%
增持
DGRO
ISHARES TR
+$4.5M
169,684
+166%
增持
COST
COSTCO WHSL CORP NEW
+$4.0M
13,563
+173%
增持
DUK
DUKE ENERGY CORP NEW
+$4.0M
78,196
+156%
增持
GOOGL
ALPHABET INC
+$3.8M
71,647
+5084%
增持
MCD
MCDONALDS CORP
+$3.8M
31,328
+128%
增持
IVV
ISHARES TR
+$3.8M
15,778
+228%
增持
LLY
LILLY ELI & CO
+$3.8M
14,540
+437%
增持
MA
MASTERCARD INCORPORATED
+$3.6M
22,251
+155%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$3.0M
55,860
+423%
增持
MS
MORGAN STANLEY
+$2.9M
58,400
+152%
增持
CVS
CVS HEALTH CORP
+$2.8M
48,640
+144%
增持
GOOG
ALPHABET INC
+$2.8M
50,228
+5204%
增持
AJG
GALLAGHER ARTHUR J & CO
+$2.7M
29,785
+106%
增持
ABBV
ABBVIE INC
+$2.4M
32,282
+159%
增持
—
EATON CORP PLC
+$2.4M
31,927
+118%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$2.4M
14,854
+215%
增持
FNDX
SCHWAB STRATEGIC TR
+$2.3M
95,335
+119%
增持
TXN
TEXAS INSTRS INC
+$2.2M
23,473
+153%
增持
MRK
MERCK & CO INC
+$2.2M
50,087
+117%
建仓
VLO
VALERO ENERGY CORP
+$2.1M
20,117
增持
QCOM
QUALCOMM INC
+$2.1M
33,298
+152%
建仓
BR
BROADRIDGE FINL SOLUTIONS IN
+$2.0M
14,190
增持
OEF
ISHARES TR
+$2.0M
24,876
+110%
增持
BX
BLACKSTONE INC
+$2.0M
48,847
+111%
增持
GD
GENERAL DYNAMICS CORP
+$1.8M
14,220
+158%
增持
VGSH
VANGUARD SCOTTSDALE FDS
+$1.7M
58,753
+101%
增持
GS
GOLDMAN SACHS GROUP INC
+$1.7M
9,208
+165%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$1.6M
9,581
+178%
增持
CSX
CSX CORP
+$1.6M
98,869
+181%
增持
ARES
ARES MANAGEMENT CORPORATION
+$1.6M
44,884
+116%
增持
BMY
BRISTOL-MYERS SQUIBB CO
+$1.5M
39,922
+131%
增持
—
LINDE PLC
+$1.5M
9,303
+161%
增持
KO
COCA COLA CO
+$1.3M
45,414
+135%
增持
SPGP
INVESCO EXCHANGE TRADED FD T
+$1.3M
28,074
+176%
增持
SRE
SEMPRA
+$1.3M
14,009
+159%
清仓
LAD
LITHIA MTRS INC
-$1.3M
0
-100%
增持
AFG
AMERICAN FINL GROUP INC OHIO
+$1.3M
17,572
+169%
增持
ELV
ELEVANCE HEALTH INC
+$1.3M
4,779
+151%
建仓
RSPU
INVESCO EXCHANGE TRADED FD T
+$1.2M
11,051
增持
PRF
INVESCO EXCHANGE TRADED FD T
+$1.2M
14,327
+159%
增持
PFE
PFIZER INC
+$1.2M
52,612
+143%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$1.1M
11,313
+135%
增持
—
LAM RESEARCH CORP
+$1.1M
5,179
+171%
增持
MGC
VANGUARD WORLD FD
+$1.1M
20,297
+82%
增持
PANW
PALO ALTO NETWORKS INC
+$979.0K
9,306
+743%
清仓
—
STERIS PLC
-$954.0K
0
-100%
增持
IHF
ISHARES TR
+$949.0K
6,297
+144%
增持
AEP
AMERICAN ELEC PWR CO INC
+$939.0K
18,115
+177%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$936.0K
4,880
+188%
增持
—
ASTRAZENECA PLC
+$893.0K
27,994
+188%
增持
WEC
WEC ENERGY GROUP INC
+$869.0K
16,356
+177%
减持
JNJ
JOHNSON & JOHNSON
-$851.0K
1,502
-76%
增持
D
DOMINION ENERGY INC
+$843.0K
20,269
+190%
增持
BPOP
POPULAR INC
+$835.0K
21,911
+127%
增持
SCHD
SCHWAB STRATEGIC TR
+$818.0K
21,658
+150%
增持
AMGN
AMGEN INC
+$772.0K
5,582
+180%
增持
PAYX
PAYCHEX INC
+$734.0K
10,715
+161%
增持
HD
HOME DEPOT INC
+$703.0K
3,732
+213%
增持
FTNT
FORTINET INC
+$623.0K
22,349
+166%
增持
AMZN
AMAZON COM INC
+$583.0K
7,002
+257%
建仓
IWV
ISHARES TR
+$580.0K
2,801
清仓
VZ
VERIZON COMMUNICATIONS INC
-$567.0K
0
-100%
清仓
—
INTERPUBLIC GROUP COS INC
-$553.0K
0
-100%
清仓
AMAT
APPLIED MATLS INC
-$515.0K
0
-100%
建仓
INTU
INTUIT
+$492.0K
1,271
建仓
VUG
VANGUARD INDEX FDS
+$477.0K
2,228
建仓
CAT
CATERPILLAR INC
+$468.0K
2,853
建仓
VTI
VANGUARD INDEX FDS
+$459.0K
2,559
建仓
RDVY
FIRST TR EXCHANGE-TRADED FD
+$433.0K
11,127
建仓
SPGI
S&P GLOBAL INC
+$418.0K
1,369
建仓
PLD
PROLOGIS INC.
+$413.0K
4,062
建仓
AXP
AMERICAN EXPRESS CO
+$402.0K
2,982
建仓
—
CANADIAN PAC RY LTD
+$397.0K
5,943
增持
VTIP
VANGUARD MALVERN FDS
+$376.0K
12,717
+170%
建仓
AMD
ADVANCED MICRO DEVICES INC
+$370.0K
5,832
建仓
HUM
HUMANA INC
+$367.0K
756
增持
GLD
SPDR GOLD TR
+$357.0K
4,142
+145%
建仓
HCA
HCA HEALTHCARE INC
+$349.0K
1,897
建仓
WMT
WALMART INC
+$349.0K
2,693
减持
V
VISA INC
-$284.0K
14,663
-0%
增持
QRVO
QORVO INC
+$261.0K
10,557
+73%
建仓
SPY
SPDR S&P 500 ETF TR
+$209.0K
585
建仓
TSLA
TESLA INC
+$202.0K
760
增持
—
EXXON MOBIL CORP
+$49.0K
4,948
+11%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD
+$36.0K
35,222
+19%
增持
WPC
WP CAREY INC
+$13.0K
5,633
+23%
减持
—
VISTAGEN THERAPEUTICS INC
-$12.0K
16,750
-1%
