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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
23Q1 调仓
2022-12-31 → 2023-03-31 · 共 150 项
建仓 77
增持 15
减持 12
清仓 46
方向
标的
Δ市值
现股数(环比)
清仓
MSFT
MICROSOFT CORP
-$29.4M
0
-100%
清仓
AAPL
APPLE INC
-$27.4M
0
-100%
清仓
LMT
LOCKHEED MARTIN CORP
-$9.3M
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
NEE
NEXTERA ENERGY INC
-$8.2M
0
-100%
清仓
MCD
MCDONALDS CORP
-$7.6M
0
-100%
清仓
KLAC
KLA CORP
-$6.7M
0
-100%
清仓
MA
MASTERCARD INCORPORATED
-$6.4M
0
-100%
清仓
DGRO
ISHARES TR
-$6.2M
0
-100%
清仓
AVUV
AMERICAN CENTY ETF TR
-$5.8M
0
-100%
清仓
XLE
SELECT SECTOR SPDR TR
-$5.7M
0
-100%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$5.7M
3,514
-94%
清仓
AJG
GALLAGHER ARTHUR J & CO
-$5.3M
0
-100%
清仓
COST
COSTCO WHSL CORP NEW
-$5.3M
0
-100%
清仓
MRK
MERCK & CO INC
-$5.2M
0
-100%
清仓
ABBV
ABBVIE INC
-$5.1M
0
-100%
清仓
IVV
ISHARES TR
-$4.9M
0
-100%
清仓
—
EATON CORP PLC
-$4.7M
0
-100%
清仓
FNDX
SCHWAB STRATEGIC TR
-$4.7M
0
-100%
清仓
XLV
SELECT SECTOR SPDR TR
-$4.7M
0
-100%
清仓
AVGO
BROADCOM INC
-$4.6M
0
-100%
清仓
XLI
SELECT SECTOR SPDR TR
-$4.4M
0
-100%
清仓
COR
AMERISOURCEBERGEN CORP
-$4.3M
0
-100%
清仓
IWB
ISHARES TR
-$4.0M
0
-100%
清仓
RSPN
INVESCO EXCHANGE TRADED FD T
-$4.0M
0
-100%
清仓
IAI
ISHARES TR
-$3.9M
0
-100%
清仓
MS
MORGAN STANLEY
-$3.4M
0
-100%
清仓
CVS
CVS HEALTH CORP
-$3.3M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN
-$3.2M
0
-100%
清仓
ARES
ARES MANAGEMENT CORPORATION
-$2.9M
0
-100%
建仓
—
ON S&P 500(R) INDEX PORTFOLIO (GEODE)
+$2.9M
78,189
建仓
—
EQ/EQUITY 500 INDEX
+$2.9M
75,839
减持
GOOGL
ALPHABET INC CAP STK CL A
-$2.8M
18,917
-65%
建仓
—
UBS GROUP AG SHS
+$2.8M
133,122
清仓
BMY
BRISTOL-MYERS SQUIBB CO
-$2.8M
0
-100%
建仓
UPS
UNITED PARCEL SERVICE INC CL B
+$2.8M
14,196
建仓
V
VISA INC COM CL A
+$2.7M
12,057
清仓
GS
GOLDMAN SACHS GROUP INC
-$2.7M
0
-100%
建仓
—
LINDE PLC SHS
+$2.6M
7,444
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$2.5M
11,971
清仓
BX
BLACKSTONE INC
-$2.5M
0
-100%
增持
GD
GENERAL DYNAMICS CORP COM
+$2.4M
23,730
+97%
清仓
QQQ
INVESCO QQQ TR
-$2.4M
0
-100%
建仓
MGV
VANGUARD WORLD FD MEGA CAP VAL ETF
+$2.4M
23,580
建仓
ONEQ
FIDELITY COMWLTH TR NASDAQ COMPSIT
+$2.4M
49,609
建仓
SNPS
SYNOPSYS INC COM
+$2.4M
6,156
清仓
ICSH
ISHARES TR
-$2.4M
0
-100%
清仓
—
LINDE PLC
-$2.3M
0
-100%
建仓
VDE
VANGUARD WORLD FDS ENERGY ETF
+$2.3M
19,980
建仓
IWY
ISHARES TR RUS TP200 GR ETF
+$2.1M
14,878
建仓
—
ON S&P 500(R) INDEX PORTFOLIO (GEODE)
+$2.1M
53,593
清仓
FV
FIRST TR EXCHANGE-TRADED FD
-$2.0M
0
-100%
建仓
—
UNITED STATES TREASURY BILLS B ILL
+$2.0M
2,020,000
建仓
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$2.0M
50,462
建仓
CCOI
COGENT COMMUNICATIONS HLDGS COM NEW
+$2.0M
31,073
增持
AFG
AMERICAN FINL GROUP INC OHIO COM
+$1.9M
29,976
+135%
建仓
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
+$1.8M
1,762,247
建仓
APD
AIR PRODS & CHEMS INC COM
+$1.7M
5,945
建仓
—
MetLife Stock Index Portfolio
+$1.5M
42,669
清仓
XSVM
INVESCO EXCHANGE TRADED FD T
-$1.5M
0
-100%
建仓
HDEF
DBX ETF TR XTRACK MSCI EAFE
+$1.4M
61,632
建仓
QQQE
DIREXION SHS ETF TR NAS100 EQL WGT
+$1.4M
19,469
清仓
RWJ
INVESCO EXCH TRADED FD TR II
-$1.4M
0
-100%
建仓
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
+$1.4M
1,397,377
建仓
RSPT
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC
+$1.4M
5,044
清仓
BR
BROADRIDGE FINL SOLUTIONS IN
-$1.3M
0
-100%
清仓
IHF
ISHARES TR
-$1.3M
0
-100%
建仓
—
FIDELITY(R) VIP GOVERNMENT MONEY MARKET
+$1.3M
115,988
建仓
—
Western Asset Management U.S. Governme
+$1.2M
82,626
建仓
—
EQ/EQUITY 500 INDEX
+$1.2M
13,561
清仓
SCHD
SCHWAB STRATEGIC TR
-$1.2M
0
-100%
清仓
BPOP
POPULAR INC
-$1.1M
0
-100%
建仓
VRTX
VERTEX PHARMACEUTICALS INC COM
+$1.1M
3,448
建仓
—
TAAEGONUSGOVSEC
+$1.1M
580,987
建仓
—
TAJPMGNENINDX
+$1.0M
304,863
建仓
—
EQ/AB Short Dur Gov Bond
+$962.8K
108,184
建仓
—
TAWMCUSGROWTH
+$896.3K
237,524
建仓
ON
ON SEMICONDUCTOR CORP COM
+$882.5K
10,720
建仓
JQUA
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR
+$814.7K
19,761
建仓
SPHB
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF
+$783.1K
11,193
建仓
VUG
VANGUARD INDEX FDS GROWTH ETF
+$777.3K
3,116
建仓
—
JNL/MELLON S&P 500 INDEX
+$740.0K
21,951
建仓
—
MetLife Stock Index Portfolio
+$726.4K
18,476
建仓
—
TAAEGONUSGOVSEC
+$721.1K
549,993
建仓
—
Western Asset Management U.S. Governme
+$695.5K
41,033
建仓
HON
HONEYWELL INTL INC COM
+$685.7K
3,588
建仓
—
PIMCO SHORT-TERM PORTFOLIO
+$674.7K
67,515
建仓
—
TAWMCUSGROWTH
+$665.2K
230,531
建仓
PDD
PDD HOLDINGS INC SPONSORED ADS
+$664.2K
8,751
建仓
VTIP
VANGUARD MALVERN FDS STRM INFPROIDX
+$599.1K
12,528
建仓
FSLR
FIRST SOLAR INC COM
+$567.9K
2,611
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$565.9K
7,306
+34%
建仓
—
EQ/GROWTH STRATEGY
+$562.0K
25,209
建仓
PRGFX
GROWTH STOCK
+$536.2K
7,495
清仓
—
EXXON MOBIL CORP
-$527.1K
0
-100%
建仓
VTI
VANGUARD INDEX FDS TOTAL STK MKT
+$522.3K
2,559
增持
PANW
PALO ALTO NETWORKS INC COM
+$508.3K
5,886
+23%
增持
FTNT
FORTINET INC COM
+$502.2K
16,496
+36%
建仓
CMLIX
PROFESSIONALLY MANAGED PORTF CNGR LGC INSTL
+$495.7K
14,523
建仓
—
DWS GOVT MONEY MARKET VIP
+$482.8K
44,949
建仓
NKE
NIKE INC CL B
+$470.6K
3,837
建仓
—
JOHNSON CTLS INTL PLC SHS
+$468.0K
7,771
建仓
—
TAAEGONUSGOVSEC
+$462.3K
50,883
清仓
MDY
SPDR S&P MIDCAP 400 ETF TR
-$444.6K
0
-100%
建仓
—
EQ/AB Short Dur Gov Bond
+$443.5K
48,841
清仓
SPLV
INVESCO EXCH TRADED FD TR II
-$438.9K
0
-100%
建仓
WPC
WP CAREY INC COM
+$436.3K
5,633
建仓
—
Western Asset Management U.S. Governme
+$426.1K
26,234
建仓
—
UNITED STATES TREAS BILLS
+$412.7K
417,000
建仓
—
ON FEDERATED CORE PLUS BOND PORTFOLIO
+$401.0K
46,618
建仓
WMT
WALMART INC COM
+$390.7K
2,650
建仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
+$388.2K
79,659
建仓
AMG
AFFILIATED MANAGERS GROUP IN COM
+$386.8K
2,716
增持
AMD
ADVANCED MICRO DEVICES INC COM
+$384.7K
6,093
+86%
建仓
SNA
SNAP ON INC COM
+$384.4K
1,557
建仓
—
EQ/QUALITY BOND PLUS
+$376.9K
38,935
清仓
CSX
CSX CORP
-$376.5K
0
-100%
增持
SPGP
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF
+$370.9K
21,376
+22%
减持
LLY
LILLY ELI & CO COM
-$332.0K
6,518
-7%
建仓
—
UNITED STATES TREASURY BILLS B ILL
+$299.4K
301,000
建仓
FENY
FIDELITY COVINGTON TRUST MSCI ENERGY IDX
+$291.5K
12,991
建仓
—
500 INDEX
+$288.8K
7,914
建仓
VYMI
VANGUARD WHITEHALL FDS INTL HIGH ETF
+$283.9K
4,583
减持
GOOG
ALPHABET INC CAP STK CL C
+$272.5K
28,235
-6%
建仓
—
TAJPMGNENINDX
+$271.7K
64,914
减持
AMGN
AMGEN INC COM
-$266.8K
3,959
-15%
建仓
—
ABVPSRELATIVEVALU
+$263.7K
93,668
增持
HCA
HCA HEALTHCARE INC COM
+$261.2K
1,997
+81%
建仓
—
EQ/EQUITY 500 INDEX
+$253.2K
3,194
增持
ELV
ELEVANCE HEALTH INC COM
-$238.9K
5,391
+2%
建仓
—
EQ/EQUITY 500 INDEX
+$237.5K
5,798
增持
COWZ
PACER FDS TR US CASH COWS 100
+$236.4K
39,263
+13%
增持
AXP
AMERICAN EXPRESS CO COM
+$233.3K
2,954
+72%
建仓
—
S&P500INDEXFUND
+$224.3K
224,274
建仓
VGHCX
VANGUARD HEALTH CARE FUND
+$218.4K
1,066
建仓
CLBAX
AMERICAN BALANCED FUND-529A
+$215.4K
7,326
建仓
—
AMERFUNDAAFUND
+$209.5K
86,990
增持
GLD
SPDR GOLD TR GOLD SHS
+$209.5K
3,721
+34%
增持
—
CANADIAN PAC RY LTD COM
+$185.0K
7,082
+47%
增持
PDBC
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD
+$175.8K
37,053
+56%
减持
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$174.4K
10,592
-7%
增持
HUM
HUMANA INC COM
+$166.7K
989
+62%
减持
AEP
AMERICAN ELEC PWR CO INC COM
-$154.3K
17,588
-5%
减持
DIVO
AMPLIFY ETF TR CWP ENHANCED DIV
-$151.7K
50,435
-7%
清仓
—
HIGHLAND INCOME FD
-$136.3K
0
-100%
建仓
—
FORD MOTOR CO
+$133.2K
126,000
减持
HD
HOME DEPOT INC COM
-$116.6K
3,553
-4%
建仓
HFRO
HIGHLAND FLOATNG RATE OPPRT SHS BEN INT
+$116.4K
13,237
减持
BIL
SPDR SER TR BLOOMBERG 1-3 MO
-$110.3K
3,454
-26%
减持
PRF
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000
-$94.4K
11,013
-6%
减持
QRVO
QORVO INC COM
+$93.9K
9,378
-1%
