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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
23Q3 调仓
2023-06-30 → 2023-09-30 · 共 150 项
建仓 49
增持 56
减持 22
清仓 23
方向
标的
Δ市值
现股数(环比)
建仓
—
UNITED STS TREAS BILLS
+$181.4M
182,407,000
清仓
—
UNITED STS TREAS BILLS
-$134.9M
0
-100%
清仓
—
UNITED STS TREAS BILLS
-$28.3M
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。
减持
SPYM
SPDR SER TR PORTFOLIO S&P500
-$18.9M
258,449
-58%
清仓
—
FDIC INSURED DEPOSIT ACCOUNT IDA12 NOT COVERED BY SIPC
-$15.1M
0
-100%
增持
SPY
SPDR S&P 500 ETF TR TR UNIT
+$13.9M
36,938
+776%
清仓
—
UNITED STATES TREAS BILLS
-$13.9M
0
-100%
清仓
—
UNITED STATES TREASURY BILLS B ILL
-$12.0M
0
-100%
增持
SWVXX
SCHWAB VALUE ADVANTAGE MONEY INV
+$9.5M
38,195,748
+33%
建仓
—
TAJPMGNENINDX
+$6.2M
1,142,710
建仓
—
DWS EQUITY 500 INDEX VIP
+$5.6M
149,921
减持
AAPL
APPLE INC COM
-$4.6M
192,415
-1%
清仓
XSD
SPDR SER TR S&P SEMICNDCTR
-$4.6M
0
-100%
建仓
IYW
ISHARES TR U.S. TECH ETF
+$4.4M
42,281
增持
MGK
VANGUARD WORLD FD MEGA GRWTH IND
+$4.0M
36,119
+101%
清仓
ONEQ
FIDELITY COMWLTH TR NASDAQ COMPSIT
-$3.6M
0
-100%
减持
MSFT
MICROSOFT CORP COM
-$3.5M
130,339
-1%
清仓
IDOG
ALPS ETF TR INTL SEC DV DOG
-$3.4M
0
-100%
建仓
—
EQ/EQUITY 500 INDEX
+$3.2M
35,857
建仓
—
MetLife Stock Index Portfolio
+$3.1M
78,463
建仓
SPGP
INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF
+$3.1M
33,681
建仓
—
ON S&P 500(R) INDEX PORTFOLIO (GEODE)
+$3.0M
76,568
建仓
—
EQ/EQUITY 500 INDEX
+$2.9M
74,007
增持
SNAXX
SCHWAB VALUE ADVANTAGE MONEY ULTRA
+$2.7M
6,585,984
+69%
建仓
SNOXX
SCHWAB CHARLES FAMIL TRSY OBL V
+$2.3M
2,290,232
增持
IVV
ISHARES TR CORE S&P500 ETF
+$2.2M
36,294
+21%
建仓
—
MetLife Stock Index Portfolio
+$1.9M
50,839
建仓
—
ON S&P 500(R) INDEX PORTFOLIO (GEODE)
+$1.8M
44,807
清仓
NXST
NEXSTAR MEDIA GROUP INC COMMON STOCK
-$1.7M
0
-100%
建仓
PH
PARKER-HANNIFIN CORP COM
+$1.6M
4,053
增持
NEE
NEXTERA ENERGY INC COM
-$1.5M
103,366
+4%
增持
USMC
PRINCIPAL EXCHANGE TRADED FD US MEGA CP ETF
+$1.4M
82,305
+73%
清仓
HDEF
DBX ETF TR XTRACK MSCI EAFE
-$1.4M
0
-100%
建仓
—
EQ/EQUITY 500 INDEX
+$1.3M
13,457
建仓
—
TAJPMGNENINDX
+$1.2M
358,545
建仓
—
TAWMCUSGROWTH
+$965.0K
237,524
建仓
—
EQ/AB Short Dur Gov Bond
+$941.0K
105,128
建仓
—
TAWMCUSGROWTH
+$888.0K
285,714
增持
MCD
MCDONALDS CORP COM
-$870.0K
28,652
+2%
建仓
—
Western Asset Management U.S. Governme
+$844.0K
57,916
减持
TXN
TEXAS INSTRS INC COM
-$817.0K
35,504
-1%
增持
LMT
LOCKHEED MARTIN CORP COM
-$777.0K
20,062
+3%
建仓
—
JNL/MELLON S&P 500 INDEX
+$770.0K
21,951
建仓
—
TAAEGONUSGOVSEC
+$764.0K
441,978
建仓
—
MetLife Stock Index Portfolio
+$757.0K
18,476
增持
EVR
EVERCORE INC CLASS A
+$722.0K
35,622
+5%
增持
—
UBS GROUP AG SHS
+$694.0K
140,387
+3%
建仓
—
PIMCO SHORT-TERM PORTFOLIO
+$693.0K
67,515
建仓
—
Western Asset Management U.S. Governme
+$671.0K
41,033
增持
GOOG
ALPHABET INC CAP STK CL C
+$643.0K
39,806
+5%
清仓
VUG
VANGUARD INDEX FDS GROWTH ETF
-$630.0K
0
-100%
增持
BX
BLACKSTONE INC COM
+$625.0K
41,274
+1%
建仓
PDBC
INVESCO ACTVELY MNGD ETC FD OPTIMUM YIELD
+$608.0K
40,667
清仓
HCA
HCA HEALTHCARE INC COM
-$578.0K
0
-100%
减持
QQQ
INVESCO QQQ TR UNIT SER 1
-$574.0K
15,047
-7%
建仓
MDY
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP
+$562.0K
1,231
建仓
—
EQ/GROWTH STRATEGY
+$557.0K
25,025
建仓
SPHB
INVESCO EXCH TRADED FD TR II S&P 500 HB ETF
+$544.0K
7,761
增持
MRK
MERCK & CO INC COM
-$536.0K
46,199
+1%
增持
KLAC
KLA CORP COM NEW
-$527.0K
21,998
+0%
清仓
—
JOHNSON CTLS INTL PLC SHS
-$507.0K
0
-100%
清仓
FISV
FISERV INC COM
-$496.0K
0
-100%
清仓
FSLR
FIRST SOLAR INC COM
-$478.0K
0
-100%
建仓
—
DWS GOVT MONEY MARKET VIP
+$469.0K
42,918
建仓
—
TAAEGONUSGOVSEC
+$467.0K
374,365
增持
LLY
ELI LILLY & CO COM
+$458.0K
6,399
+1%
减持
COST
COSTCO WHSL CORP NEW COM
+$455.0K
18,127
-0%
建仓
—
EQ/AB Short Dur Gov Bond
+$446.0K
48,841
建仓
—
TAAEGONUSGOVSEC
+$439.0K
50,883
增持
UNH
UNITEDHEALTH GROUP INC COM
+$438.0K
14,885
+1%
清仓
SNA
SNAP ON INC COM
-$433.0K
0
-100%
增持
—
EXXON MOBIL CORP COM
+$428.0K
31,903
+3%
清仓
HUM
HUMANA INC COM
-$427.0K
0
-100%
建仓
SCOXX
SCHWAB CHARLES FAMIL TREAS OBL
+$421.0K
421,364
清仓
—
UNITED STATES TREASURY BILL
-$411.0K
0
-100%
建仓
—
Western Asset Management U.S. Governme
+$411.0K
26,234
清仓
AMG
AFFILIATED MANAGERS GROUP IN COM
-$409.0K
0
-100%
减持
AMD
ADVANCED MICRO DEVICES INC COM
-$399.0K
2,367
-58%
建仓
—
HARTFORD DISCIPLINED EQUITY HLS FUND
+$398.0K
79,659
增持
AVGO
BROADCOM INC COM
-$392.0K
17,732
+2%
清仓
NKE
NIKE INC CL B
-$388.0K
0
-100%
建仓
—
ON FEDERATED CORE PLUS BOND PORTFOLIO
+$372.0K
45,301
增持
ARES
ARES MANAGEMENT CORPORATION CL A COM STK
+$362.0K
43,628
+2%
建仓
—
EQ/QUALITY BOND PLUS
+$357.0K
38,187
减持
MS
MORGAN STANLEY COM NEW
-$350.0K
43,901
-5%
减持
—
EATON CORP PLC SHS
+$336.0K
28,837
-0%
减持
CP
CANADIAN PACIFIC KANSAS CITY COM
-$327.0K
2,916
-57%
清仓
VYMI
VANGUARD WHITEHALL FDS INTL HIGH ETF
-$314.0K
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
+$306.0K
43,542
-3%
减持
FTNT
FORTINET INC COM
-$305.0K
16,457
-2%
建仓
—
500 INDEX
+$301.0K
7,914
减持
GLD
SPDR GOLD TR GOLD SHS
-$300.0K
2,048
-44%
减持
CAT
CATERPILLAR INC COM
-$286.0K
1,068
-55%
建仓
—
TAJPMGNENINDX
+$285.0K
64,678
增持
MOAT
VANECK ETF TRUST MRNGSTR WDE MOAT
+$272.0K
69,835
+11%
减持
VTIP
VANGUARD MALVERN FDS STRM INFPROIDX
-$268.0K
4,323
-57%
增持
MA
MASTERCARD INCORPORATED CL A
+$266.0K
28,352
+2%
清仓
BIL
SPDR SER TR BLOOMBERG 1-3 MO
-$263.0K
0
-100%
建仓
—
EQ/EQUITY 500 INDEX
+$263.0K
3,194
增持
AJG
GALLAGHER ARTHUR J & CO COM
+$259.0K
27,185
+1%
减持
ELV
ELEVANCE HEALTH INC COM
-$251.0K
4,840
-9%
建仓
—
UNITED STATES TREAS BILLS ZERO CPN
+$244.0K
245,000
建仓
—
EQ/EQUITY 500 INDEX
+$240.0K
5,618
建仓
—
S&P500INDEXFUND
+$237.0K
236,945
增持
UPS
UNITED PARCEL SERVICE INC CL B
-$233.0K
15,278
+5%
增持
SNPS
SYNOPSYS INC COM
+$229.0K
6,845
+2%
减持
QRVO
QORVO INC COM
-$225.0K
18,679
-5%
建仓
—
BANK OF CHINA - NEW 5XX MATURED CN
+$225.0K
225,000
增持
COR
CENCORA INC COM
-$218.0K
26,226
+2%
建仓
—
500 INDEX
+$207.0K
5,599
建仓
—
AMERICAN FUNDS GROWTH-INCOME-CLASS 2
+$201.0K
31,319
建仓
META
META PLATFORMS INC CL A
+$201.0K
671
建仓
—
AMERFUNDAAFUND
+$201.0K
82,524
清仓
—
UNITED STS TREAS BILLS
-$200.0K
0
-100%
增持
SMH
VANECK ETF TRUST SEMICONDUCTR ETF
-$188.0K
26,121
+0%
增持
DE
DEERE & CO COM
-$183.0K
8,258
+1%
增持
MGC
VANGUARD WORLD FD MEGA CAP INDEX
+$159.0K
18,977
+9%
减持
ADP
AUTOMATIC DATA PROCESSING IN COM
+$158.0K
15,014
-4%
减持
PANW
PALO ALTO NETWORKS INC COM
-$147.0K
5,908
-1%
增持
VIG
VANGUARD SPECIALIZED FUNDS DIV APP ETF
-$125.0K
58,350
+3%
增持
QUAL
ISHARES TR MSCI USA QLT FCT
+$124.0K
9,864
+13%
增持
CCOI
COGENT COMMUNICATIONS HLDGS COM NEW
-$111.0K
31,069
+3%
增持
RSPT
INVESCO EXCHANGE TRADED FD T S&P500 EQL TEC
+$111.0K
55,145
+1025%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
+$108.0K
7,978
+1%
增持
KO
COCA COLA CO COM
-$99.0K
46,820
+4%
增持
OEF
ISHARES TR S&P 100 ETF
-$97.0K
15,441
+0%
增持
XLG
INVESCO EXCHANGE TRADED FD T S&P 500 TOP 50
+$87.0K
134,764
+950%
增持
HON
HONEYWELL INTL INC COM
-$77.0K
4,066
+2%
增持
DGRO
ISHARES TR CORE DIV GRWTH
+$75.0K
172,674
+5%
增持
IWY
ISHARES TR RUS TP200 GR ETF
-$72.0K
40,717
+2%
增持
—
LAM RESEARCH CORP COM
+$69.0K
9,298
+4%
增持
CDNS
CADENCE DESIGN SYSTEM INC COM
+$68.0K
13,222
+2%
增持
—
ASTRAZENECA PLC SPONSORED ADR
-$47.0K
27,102
+3%
增持
—
LINDE PLC SHS
-$37.0K
8,031
+1%
减持
VRTX
VERTEX PHARMACEUTICALS INC COM
-$36.0K
3,453
-2%
增持
PAYX
PAYCHEX INC COM
+$34.0K
7,697
+1%
增持
JQUA
J P MORGAN EXCHANGE TRADED F US QUALTY FCTR
+$34.0K
19,911
+7%
增持
EIX
EDISON INTL COM
+$33.0K
17,373
+13%
增持
SPHQ
INVESCO EXCHANGE TRADED FD T S&P500 QUALITY
-$28.0K
96,885
+0%
减持
ON
ON SEMICONDUCTOR CORP COM
-$24.0K
11,053
-1%
增持
—
AF U.S. GOVERNMENT MONEY MARKET-529A
+$22.0K
142,369
+19%
增持
QQQE
DIREXION SHS ETF TR NAS100 EQL WGT
+$21.0K
19,574
+4%
增持
VOO
VANGUARD INDEX FDS S&P 500 ETF SHS
+$21.0K
56,938
+4%
增持
V
VISA INC COM CL A
-$20.0K
12,637
+3%
减持
CLBAX
AMERICAN BALANCED FUND-529A
-$18.0K
7,085
-5%
增持
RSPU
INVESCO EXCHANGE TRADED FD T S&P500 EQL UTL
+$12.0K
24,881
+122%
增持
KR
KROGER CO COM
-$12.0K
32,258
+4%
增持
AMZN
AMAZON COM INC COM
+$6.0K
6,261
+3%
建仓
—
MULLEN AUTOMOTIVE INC COM
+$5.0K
10,267
增持
AFG
AMERICAN FINL GROUP INC OHIO COM
-$3.0K
16,590
+6%
