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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
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 55
增持 18
减持 22
清仓 55
方向
标的
Δ市值
现股数(环比)
建仓
—
UNITED STS TREAS BILLS
+$134.9M
135,089,000
建仓
MSFT
MICROSOFT CORP COM
+$44.7M
131,211
建仓
AAPL
APPLE INC COM
+$37.6M
193,757
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
SPYM
SPDR SER TR PORTFOLIO S&P500
+$31.9M
612,794
建仓
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$28.7M
28,701,374
建仓
—
UNITED STS TREAS BILLS
+$28.3M
28,348,000
建仓
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$22.3M
54,850
建仓
AVGO
BROADCOM INC COM
+$15.1M
17,431
建仓
—
FDIC INSURED DEPOSIT ACCOUNT IDA12 NOT COVERED BY SIPC
+$15.1M
15,089,094
建仓
—
UNITED STATES TREAS BILLS
+$13.9M
13,900,000
建仓
IVV
ISHARES TR CORE S&P500 ETF
+$13.4M
30,052
建仓
—
UNITED STATES TREASURY BILLS B ILL
+$12.0M
12,021,000
建仓
MA
MASTERCARD INCORPORATED CL A
+$11.0M
27,865
建仓
KLAC
KLA CORP COM NEW
+$10.6M
21,891
建仓
COST
COSTCO WHSL CORP NEW COM
+$9.8M
18,178
建仓
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
+$9.2M
56,587
建仓
LMT
LOCKHEED MARTIN CORP COM
+$9.0M
19,509
建仓
DGRO
ISHARES TR CORE DIV GRWTH
+$8.5M
164,520
建仓
MCD
MCDONALDS CORP COM
+$8.4M
28,211
建仓
NEE
NEXTERA ENERGY INC COM
+$7.4M
99,440
建仓
UNH
UNITEDHEALTH GROUP INC COM
+$7.1M
14,703
建仓
TXN
TEXAS INSTRS INC COM
+$6.5M
35,898
建仓
QQQ
INVESCO QQQ TR UNIT SER 1
+$6.0M
16,148
建仓
AJG
GALLAGHER ARTHUR J & CO COM
+$5.9M
27,038
建仓
—
EATON CORP PLC SHS
+$5.8M
28,911
建仓
—
LAM RESEARCH CORP COM
+$5.8M
8,959
清仓
GD
GENERAL DYNAMICS CORP COM
-$5.4M
0
-100%
建仓
MRK
MERCK & CO INC COM
+$5.3M
45,858
建仓
MOAT
VANECK ETF TRUST MRNGSTR WDE MOAT
+$5.0M
62,965
建仓
COR
AMERISOURCEBERGEN CORP COM
+$4.9M
25,661
建仓
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
+$4.9M
96,642
建仓
XSD
SPDR SER TR S&P SEMICNDCTR
+$4.6M
20,927
建仓
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$4.5M
12,838
增持
IWY
ISHARES TR RUS TP200 GR ETF
+$4.3M
39,957
+169%
建仓
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$4.2M
17,948
建仓
EVR
EVERCORE INC CLASS A
+$4.2M
33,906
建仓
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$4.1M
42,824
建仓
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
+$4.0M
26,108
建仓
MS
MORGAN STANLEY COM NEW
+$3.9M
46,082
建仓
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
+$3.9M
3,893,879
建仓
BX
BLACKSTONE INC COM
+$3.8M
40,842
建仓
ADP
AUTOMATIC DATA PROCESSING IN COM
+$3.5M
15,714
增持
GOOGL
ALPHABET INC CAP STK CL A
+$3.4M
45,046
+138%
建仓
IDOG
ALPS ETF TR INTL SEC DV DOG
+$3.4M
121,313
建仓
—
EXXON MOBIL CORP COM
+$3.3M
30,983
建仓
DE
DEERE & CO COM
+$3.3M
8,141
建仓
OEF
ISHARES TR S&P 100 ETF
+$3.2M
15,431
清仓
—
ON S&P 500(R) INDEX PORTFOLIO (GEODE)
-$2.9M
0
-100%
清仓
—
EQ/EQUITY 500 INDEX
-$2.9M
0
-100%
建仓
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$2.7M
17,407
清仓
MGV
VANGUARD WORLD FD MEGA CAP VAL ETF
-$2.4M
0
-100%
清仓
VDE
VANGUARD WORLD FDS ENERGY ETF
-$2.3M
0
-100%
清仓
SRE
SEMPRA COM
-$2.1M
0
-100%
清仓
—
ON S&P 500(R) INDEX PORTFOLIO (GEODE)
-$2.1M
0
-100%
清仓
—
UNITED STATES TREASURY BILLS B ILL
-$2.0M
0
-100%
建仓
SPY
SPDR S&P 500 ETF TR TR UNIT
+$1.9M
4,219
清仓
COWZ
PACER FDS TR US CASH COWS 100
-$1.8M
0
-100%
清仓
SPGP
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF
-$1.8M
0
-100%
清仓
DIVO
AMPLIFY ETF TR CWP ENHANCED DIV
-$1.8M
0
-100%
减持
AFG
AMERICAN FINL GROUP INC OHIO COM
-$1.8M
15,629
-48%
清仓
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
-$1.8M
0
-100%
清仓
PRF
INVESCO EXCHANGE TRADED FD T FTSE RAFI 1000
-$1.7M
0
-100%
增持
GOOG
ALPHABET INC CAP STK CL C
+$1.7M
38,071
+35%
清仓
AEP
AMERICAN ELEC PWR CO INC COM
-$1.6M
0
-100%
清仓
—
MetLife Stock Index Portfolio
-$1.5M
0
-100%
建仓
KR
KROGER CO COM
+$1.5M
30,969
清仓
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
-$1.4M
0
-100%
清仓
—
FIDELITY(R) VIP GOVERNMENT MONEY MARKET
-$1.3M
0
-100%
清仓
—
Western Asset Management U.S. Governme
-$1.2M
0
-100%
清仓
—
EQ/EQUITY 500 INDEX
-$1.2M
0
-100%
增持
ONEQ
FIDELITY COMWLTH TR NASDAQ COMPSIT
+$1.2M
66,565
+34%
建仓
QUAL
ISHARES TR MSCI USA QLT FCT
+$1.2M
8,717
建仓
EIX
EDISON INTL COM
+$1.1M
15,364
清仓
—
TAAEGONUSGOVSEC
-$1.1M
0
-100%
增持
QRVO
QORVO INC COM
+$1.1M
19,679
+110%
清仓
—
TAJPMGNENINDX
-$1.0M
0
-100%
清仓
—
EQ/AB Short Dur Gov Bond
-$962.8K
0
-100%
清仓
AMGN
AMGEN INC COM
-$957.1K
0
-100%
清仓
—
TAWMCUSGROWTH
-$896.3K
0
-100%
清仓
SPHB
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF
-$783.1K
0
-100%
减持
LLY
LILLY ELI & CO COM
+$740.6K
6,352
-3%
清仓
—
JNL/MELLON S&P 500 INDEX
-$740.0K
0
-100%
清仓
—
MetLife Stock Index Portfolio
-$726.4K
0
-100%
清仓
—
TAAEGONUSGOVSEC
-$721.1K
0
-100%
清仓
—
Western Asset Management U.S. Governme
-$695.5K
0
-100%
清仓
—
PIMCO SHORT-TERM PORTFOLIO
-$674.7K
0
-100%
清仓
—
TAWMCUSGROWTH
-$665.2K
0
-100%
清仓
PDD
PDD HOLDINGS INC SPONSORED ADS
-$664.2K
0
-100%
清仓
—
EQ/GROWTH STRATEGY
-$562.0K
0
-100%
清仓
—
CANADIAN PAC RY LTD COM
-$544.9K
0
-100%
建仓
CP
CANADIAN PACIFIC KANSAS CITY COM
+$544.0K
6,731
增持
SNPS
SYNOPSYS INC COM
+$535.2K
6,691
+9%
清仓
PDBC
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD
-$526.9K
0
-100%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$515.0K
12,920
+8%
建仓
FISV
FISERV INC COM
+$496.0K
3,933
清仓
AXP
AMERICAN EXPRESS CO COM
-$487.3K
0
-100%
清仓
—
DWS GOVT MONEY MARKET VIP
-$482.8K
0
-100%
清仓
RSPM
INVESCO EXCHANGE TRADED FD T S&P500 EQL MAT
-$473.5K
0
-100%
清仓
—
TAAEGONUSGOVSEC
-$462.3K
0
-100%
清仓
—
EQ/AB Short Dur Gov Bond
-$443.5K
0
-100%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$431.1K
7,879
+8%
清仓
—
Western Asset Management U.S. Governme
-$426.1K
0
-100%
清仓
—
UNITED STATES TREAS BILLS
-$412.7K
0
-100%
建仓
—
UNITED STATES TREASURY BILL
+$411.0K
413,000
清仓
—
ON FEDERATED CORE PLUS BOND PORTFOLIO
-$401.0K
0
-100%
清仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
-$388.2K
0
-100%
增持
—
LINDE PLC SHS
+$381.1K
7,942
+7%
清仓
—
EQ/QUALITY BOND PLUS
-$376.9K
0
-100%
增持
PANW
PALO ALTO NETWORKS INC COM
+$356.3K
5,996
+2%
清仓
RDVY
FIRST TR EXCHANGE-TRADED FD RISNG DIVD ACHIV
-$337.8K
0
-100%
建仓
IWL
ISHARES TR RUS TOP 200 ETF
+$312.0K
2,929
清仓
—
UNITED STATES TREASURY BILLS B ILL
-$299.4K
0
-100%
清仓
FENY
FIDELITY COVINGTON TRUST MSCI ENERGY IDX
-$291.5K
0
-100%
清仓
—
500 INDEX
-$288.8K
0
-100%
清仓
—
TAJPMGNENINDX
-$271.7K
0
-100%
清仓
—
ABVPSRELATIVEVALU
-$263.7K
0
-100%
清仓
—
EQ/EQUITY 500 INDEX
-$253.2K
0
-100%
清仓
—
EQ/EQUITY 500 INDEX
-$237.5K
0
-100%
清仓
—
S&P500INDEXFUND
-$224.3K
0
-100%
清仓
—
AMERFUNDAAFUND
-$209.5K
0
-100%
增持
V
VISA INC COM CL A
+$208.7K
12,325
+2%
建仓
—
UNITED STS TREAS BILLS
+$200.0K
202,000
增持
FTNT
FORTINET INC COM
+$174.7K
16,819
+2%
增持
ON
ON SEMICONDUCTOR CORP COM
+$168.5K
11,114
+4%
减持
AMZN
AMAZON COM INC COM
+$153.7K
6,061
-2%
增持
VRTX
VERTEX PHARMACEUTICALS INC COM
+$150.6K
3,515
+2%
增持
APD
AIR PRODS & CHEMS INC COM
+$148.5K
6,198
+4%
减持
VUG
VANGUARD INDEX FDS GROWTH ETF
-$147.3K
2,228
-28%
增持
HON
HONEYWELL INTL INC COM
+$142.3K
3,989
+11%
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$139.9K
14,585
+3%
减持
VTIP
VANGUARD MALVERN FDS STRM INFPROIDX
-$127.1K
9,959
-21%
减持
ELV
ELEVANCE HEALTH INC COM
-$120.8K
5,308
-2%
建仓
—
AF U.S. GOVERNMENT MONEY MARKET-529A
+$120.0K
119,569
减持
FSLR
FIRST SOLAR INC COM
-$89.9K
2,513
-4%
减持
NKE
NIKE INC CL B
-$82.6K
3,513
-8%
减持
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$79.8K
10,500
-1%
减持
HDEF
DBX ETF TR XTRACK MSCI EAFE
-$76.4K
58,993
-4%
增持
—
UBS GROUP AG SHS
-$73.8K
136,499
+3%
减持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$72.3K
47,657
-6%
减持
DUK
DUKE ENERGY CORP NEW COM NEW
-$66.0K
3,043
-13%
减持
PRK
PARK NATL CORP COM
-$60.7K
3,384
-1%
减持
BIL
SPDR SER TR BLOOMBERG 1-3 MO
-$54.1K
2,861
-17%
减持
CCOI
COGENT COMMUNICATIONS HLDGS COM NEW
+$54.0K
30,224
-3%
减持
HUM
HUMANA INC COM
-$53.1K
954
-4%
减持
HCA
HCA HEALTHCARE INC COM
+$51.4K
1,904
-5%
减持
RSPT
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC
+$49.0K
4,900
-3%
减持
SNA
SNAP ON INC COM
+$48.6K
1,501
-4%
减持
AMD
ADVANCED MICRO DEVICES INC COM
+$44.8K
5,633
-8%
减持
—
JOHNSON CTLS INTL PLC SHS
+$39.0K
7,438
-4%
减持
—
ASTRAZENECA PLC SPONSORED ADR
+$38.6K
26,289
-1%
