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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
22Q4 调仓
2022-09-30 → 2022-12-31 · 共 116 项
建仓 17
增持 4
减持 62
清仓 33
方向
标的
Δ市值
现股数(环比)
清仓
USFR
WISDOMTREE TR
-$33.9M
0
-100%
减持
BIL
SPDR SER TR
-$33.6M
4,673
-99%
清仓
SHV
ISHARES TR
-$25.8M
0
-100%
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。
清仓
GBIL
GOLDMAN SACHS ETF TR
-$22.1M
0
-100%
清仓
VOO
VANGUARD INDEX FDS
-$19.3M
0
-100%
清仓
VV
VANGUARD INDEX FDS
-$13.7M
0
-100%
清仓
SPYM
SPDR SER TR
-$12.5M
0
-100%
减持
QQQ
INVESCO QQQ TR
-$12.3M
9,009
-84%
清仓
SHY
ISHARES TR
-$10.3M
0
-100%
清仓
VIG
VANGUARD SPECIALIZED FUNDS
-$9.7M
0
-100%
清仓
UNH
UNITEDHEALTH GROUP INC
-$8.8M
0
-100%
减持
AAPL
APPLE INC
-$6.8M
210,678
-15%
建仓
AVUV
AMERICAN CENTY ETF TR
+$5.8M
77,376
建仓
XLE
SELECT SECTOR SPDR TR
+$5.7M
64,946
减持
AVGO
BROADCOM INC
-$4.9M
8,273
-62%
建仓
XLV
SELECT SECTOR SPDR TR
+$4.7M
34,284
建仓
XLI
SELECT SECTOR SPDR TR
+$4.4M
44,865
清仓
OEF
ISHARES TR
-$4.0M
0
-100%
建仓
IWB
ISHARES TR
+$4.0M
19,043
建仓
RSPN
INVESCO EXCHANGE TRADED FD T
+$4.0M
22,316
建仓
IAI
ISHARES TR
+$3.9M
40,440
清仓
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$3.8M
0
-100%
清仓
QCOM
QUALCOMM INC
-$3.8M
0
-100%
清仓
TXN
TEXAS INSTRS INC
-$3.6M
0
-100%
减持
COR
AMERISOURCEBERGEN CORP
-$3.5M
25,849
-55%
清仓
VGSH
VANGUARD SCOTTSDALE FDS
-$3.4M
0
-100%
减持
MSFT
MICROSOFT CORP
-$3.1M
122,779
-12%
清仓
V
VISA INC
-$2.6M
0
-100%
清仓
MGC
VANGUARD WORLD FD
-$2.5M
0
-100%
减持
KLAC
KLA CORP
-$2.5M
17,787
-41%
建仓
ICSH
ISHARES TR
+$2.4M
47,351
清仓
PFE
PFIZER INC
-$2.3M
0
-100%
减持
CSX
CSX CORP
-$2.3M
12,152
-88%
减持
GOOG
ALPHABET INC
-$2.2M
30,023
-40%
清仓
VLO
VALERO ENERGY CORP
-$2.1M
0
-100%
减持
LLY
LILLY ELI & CO
-$2.1M
7,026
-52%
减持
GOOGL
ALPHABET INC
-$2.0M
54,452
-24%
建仓
FV
FIRST TR EXCHANGE-TRADED FD
+$2.0M
43,694
建仓
DIVO
AMPLIFY ETF TR
+$1.9M
54,118
清仓
—
LAM RESEARCH CORP
-$1.9M
0
-100%
建仓
COWZ
PACER FDS TR
+$1.6M
34,746
减持
BX
BLACKSTONE INC
-$1.6M
33,783
-31%
建仓
XSVM
INVESCO EXCHANGE TRADED FD T
+$1.5M
33,404
清仓
WEC
WEC ENERGY GROUP INC
-$1.5M
0
-100%
清仓
VRTX
VERTEX PHARMACEUTICALS INC
-$1.4M
0
-100%
建仓
RWJ
INVESCO EXCH TRADED FD TR II
+$1.4M
12,916
清仓
D
DOMINION ENERGY INC
-$1.4M
0
-100%
减持
CVS
CVS HEALTH CORP
-$1.4M
35,264
-28%
减持
DGRO
ISHARES TR
-$1.3M
124,855
-26%
减持
DUK
DUKE ENERGY CORP NEW
-$1.3M
58,340
-25%
减持
MS
MORGAN STANLEY
-$1.2M
40,098
-31%
减持
COST
COSTCO WHSL CORP NEW
-$1.1M
11,642
-14%
减持
LMT
LOCKHEED MARTIN CORP
+$960.6K
19,017
-11%
减持
MRK
MERCK & CO INC
+$918.6K
47,153
-6%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$868.0K
5,471
-43%
减持
PANW
PALO ALTO NETWORKS INC
-$856.6K
4,783
-49%
减持
IVV
ISHARES TR
-$771.0K
12,722
-19%
减持
ABBV
ABBVIE INC
+$740.9K
31,396
-3%
减持
BR
BROADRIDGE FINL SOLUTIONS IN
-$710.5K
9,972
-30%
减持
SPGP
INVESCO EXCHANGE TRADED FD T
-$648.6K
17,584
-37%
清仓
VTIP
VANGUARD MALVERN FDS
-$612.0K
0
-100%
增持
ELV
ELEVANCE HEALTH INC
+$546.7K
5,298
+11%
减持
FTNT
FORTINET INC
-$503.8K
12,153
-46%
清仓
INTU
INTUIT
-$492.0K
0
-100%
清仓
VUG
VANGUARD INDEX FDS
-$477.0K
0
-100%
清仓
VTI
VANGUARD INDEX FDS
-$459.0K
0
-100%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR
+$444.6K
1,004
减持
BPOP
POPULAR INC
-$442.8K
17,132
-22%
减持
—
EATON CORP PLC
+$442.1K
29,947
-6%
建仓
SPLV
INVESCO EXCH TRADED FD TR II
+$438.9K
6,869
减持
PAYX
PAYCHEX INC
-$424.3K
6,730
-37%
建仓
RSPM
INVESCO EXCHANGE TRADED FD T
+$420.1K
2,648
清仓
SPGI
S&P GLOBAL INC
-$418.0K
0
-100%
清仓
PLD
PROLOGIS INC.
-$413.0K
0
-100%
减持
AFG
AMERICAN FINL GROUP INC OHIO
-$411.2K
12,739
-28%
清仓
WPC
WP CAREY INC
-$393.0K
0
-100%
增持
—
ASTRAZENECA PLC
+$383.5K
28,296
+1%
清仓
WMT
WALMART INC
-$349.0K
0
-100%
减持
IHF
ISHARES TR
-$336.1K
4,755
-24%
减持
MCD
MCDONALDS CORP
+$322.9K
28,657
-9%
减持
NEE
NEXTERA ENERGY INC
-$308.9K
98,435
-10%
减持
KO
COCA COLA CO
+$260.4K
44,088
-3%
减持
SCHD
SCHWAB STRATEGIC TR
-$226.7K
16,048
-26%
减持
AJG
GALLAGHER ARTHUR J & CO
+$219.8K
28,216
-5%
减持
PDBC
INVESCO ACTVELY MNGD ETC FD
-$218.9K
23,754
-33%
减持
AMZN
AMAZON COM INC
-$218.1K
6,820
-3%
清仓
SPY
SPDR S&P 500 ETF TR
-$209.0K
0
-100%
清仓
TSLA
TESLA INC
-$202.0K
0
-100%
增持
AEP
AMERICAN ELEC PWR CO INC
+$188.7K
18,480
+2%
减持
RDVY
FIRST TR EXCHANGE-TRADED FD
-$186.8K
5,606
-50%
减持
GLD
SPDR GOLD TR
-$168.7K
2,784
-33%
减持
ARES
ARES MANAGEMENT CORPORATION
+$167.8K
43,086
-4%
减持
PRF
INVESCO EXCHANGE TRADED FD T
-$167.0K
11,737
-18%
减持
—
LINDE PLC
-$166.4K
7,179
-23%
减持
AMD
ADVANCED MICRO DEVICES INC
-$157.6K
3,280
-44%
减持
AXP
AMERICAN EXPRESS CO
-$148.0K
1,719
-42%
减持
ADP
AUTOMATIC DATA PROCESSING IN
-$146.6K
13,453
-9%
建仓
—
HIGHLAND INCOME FD
+$136.3K
13,237
减持
HD
HOME DEPOT INC
+$135.2K
3,689
-1%
增持
NXST
NEXSTAR MEDIA GROUP INC
+$115.2K
11,445
+1%
减持
FNDX
SCHWAB STRATEGIC TR
+$105.2K
87,166
-9%
减持
—
EXXON MOBIL CORP
+$95.1K
4,779
-3%
减持
HCA
HCA HEALTHCARE INC
-$83.6K
1,106
-42%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$74.3K
38,412
-4%
减持
HUM
HUMANA INC
-$53.5K
612
-19%
减持
MA
MASTERCARD INCORPORATED
+$42.6K
18,318
-18%
减持
GS
GOLDMAN SACHS GROUP INC
-$42.3K
7,734
-16%
减持
SRE
SEMPRA
-$40.7K
13,332
-5%
减持
—
CANADIAN PAC RY LTD
-$37.1K
4,825
-19%
减持
AMGN
AMGEN INC
-$34.1K
4,660
-17%
减持
GD
GENERAL DYNAMICS CORP
-$25.3K
12,058
-15%
减持
QRVO
QORVO INC
+$20.6K
9,473
-10%
减持
JNJ
JOHNSON & JOHNSON
+$8.8K
1,437
-4%
减持
RSPU
INVESCO EXCHANGE TRADED FD T
-$4.9K
10,083
-9%
减持
CAT
CATERPILLAR INC
+$3.2K
1,967
-31%
清仓
—
VISTAGEN THERAPEUTICS INC
-$3.0K
0
-100%
